Sales Jobs in Wi

At Rite-Hite, your work makes an impact. As the global leader in loading dock and door equipment, we design and deliver solutions that keep our customers safe, secure, and productive. Here, you'll find innovation, stability, and the chance to grow your career as part of a team that's always looking ahead.

The Enterprise Project Management Office (EPMO) Program/Project Manager for New Product Development (NPD) provides strategic leadership and hands-on orchestration of complex, cross-functional, system-level engineering programs that span hardware, controls, software and manufacturing domains from concept through commercialization. This leader builds and manages integrated program plans across all functions to deliver innovative solutions that meet the highest safety, quality, cost, customer value and overall business impact. The Program/Project Manager fosters collaboration, innovation and learning across functions and drives execution through schedule integrity (capacity planning, critical path), proactively identifies and mitigates risks, ensures manufacturing and supplier readiness, and facilitates governance using Rite-Hite's New Product Development process and the appropriate Waterfall/Agile/Hybrid methods. Additionally, the Program/Project Manager will help evolve and shape Rite-Hite's NPD process to scale appropriately for the various types of NPD projects and business needs while driving consistent adoption through the NPD stakeholder community. The Program/Project Manager integrates systems thinking, data-driven decision-making, and an iterative approach to accelerate value delivery and build a culture of transparency and continuous improvement.

KEY OUTCOMES

• On-time to launch: 90% of NPD stage gate milestones met; 85% of programs launch on or before target dates.
• Quality at launch and customer value: First-pass build yield and early field performance meet or exceed targets; post-launch defect rate/warranty within target thresholds while delivering tangible customer and market value.
• Business case realization: Internal program cost + orders, sales and margin aligned with business case; variance drivers identified with corrective actions.
• Readiness: Manufacturing, supplier, service and go-to-market readiness complete per integrated system-level program plan; no critical "late surprises."

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:

Strategic Leadership:

Partner with the business unit leadership team to execute prioritized complex, multi-disciplinary New Product Development programs to deliver target safety, quality, cost, customer value and overall business impact.

• Ensure alignment on requirements (VOC), product/feature scope and acceptance criteria.
• Apply systems engineering management principles to ensure integration across mechanical, controls, electrical, and software disciplines.
• Facilitate business and technical trade-offs to protect customer value; escalate issues with data, options and recommendations.
• Act as a connector between strategy and execution, aligning engineering, product, and business roadmaps.
• Provide thought leadership on program management best practices and emerging trends and supporting technologies in the field.
• Support business unit annual capacity planning to help determine next fiscal year roadmaps and strategic plans.
  

Program and Project Management:

Aligned with the business unit strategy and roadmap, build and maintain integrated program plans across Product Management, Engineering, Marketing, Quality, Distribution, Manufacturing, Supply Chain, Applications, Service, IT, HR, Legal/IP and Finance.

• Own the integrated program plan with explicit dependencies, resource loading and a continuously maintained critical path.
• Establish and manage scope/schedule/cost baselines with formal change control.
• Maintain a living schedule risk analysis with scenario planning; create what-if plans and recovery paths.
  

Governance and Standardization:

Adhere to enterprise-wide project management methodologies, frameworks and processes. Ensure consistent application of governance policies, risk management, and quality assurance across all projects and programs.

• Operate within Rite-Hite's New Product Development process; scale the process as appropriate for the scope of each program; prepare and run program reviews (core team, stakeholder updates, stage gates with clear entry/exit criteria), documented decisions and follow-ups.
• Champion and continuously improve Rite-Hite's New Product Development stage gate process across all functions with ongoing training, standard tools/templates, and best practice sharing.
• Blend Waterfall/Agile/Hybrid appropriately across hardware and embedded/software components; ensure traceability from requirements to test/validation.
• Identify and eliminate systemic bottlenecks that limit innovation or cross-functional efficiency.
  

Resource Management:

Lead resource planning and allocation across projects and programs to ensure optimal utilization. Identify and resolve labor, asset, plant, vendor, etc. conflicts and ensure adequate staffing for high-priority projects. Proactively surface cross-program dependencies and resolve conflicts.

Performance Monitoring and Reporting:

Link to established business unit KPIs (e.g., on-time stage gates) and establish program-specific leading indicator KPIs (e.g., critical path health) to monitor program health. Track program budgets, capital/tooling and unit economics; partner with product management and finance on business case gating and post-launch performance. Use data-driven insights to inform decisions and identify opportunities for continuous improvement.

SUPERVISORY RESPONSIBILITIES

Leads without direct authority; fosters a culture of accountability, transparency and continuous improvement.

EDUCATION and/or EXPERIENCE REQUIREMENTS

• Bachelor's degree in Business Administration, Project Management, Information Technology, Engineering, or related field from an accredited 4-year university.
• 5-10 years' experience leading complex new product development and system-level programs for industrial/electro-mechanical products or integrated controls-software offerings from concept through launch, with expertise in critical path, dependency mapping and integrated cross-functional planning.
• 3-5 years' experience in a senior role within an EPMO or similar role with oversight of strategic direction or project management across an organization.
• Demonstrated success in managing cross-functional hardware, software and service programs with manufacturing and supply chain integration in a matrix-based organization.
• Experience operating within a stage-gate or milestone NPD process; familiarity with DFM, FMEA, V&V, pilot builds and commercialization.
• Proven track record delivering on schedule and business case with rigorous risk management and change control.
• Exceptional communication, facilitation and stakeholder alignment skills.
• Strong experience in managing relationships, facilitating discussions and resolving conflicts with senior leadership, business leaders and other key stakeholders, with the ability to influence decision-making and drive alignment across an organization.
• Project Management Professional (PMP) certification.
• Experience in manufacturing and sales/industrial equipment industries.
• Experience with loading dock equipment, industrial doors, safety barriers, industrial fans and other material-handling/in-plant safety equipment.
• Experience with Jama, Jira and Confluence management tools.

What We Offer

At Rite-Hite, we take care of our people - because when you're supported, you can do your best work. Our benefits are designed to support your health, your future and your life outside of work:

• Health & Well-being: Comprehensive medical, dental, and vision coverage, plus life and disability insurance. A robust well-being program with an opportunity to receive an extra day off and more.

• Financial Security: A strong retirement savings program with 401(k), company match, and profit sharing.

• Time for You: Paid holidays, vacation time, and personal/sick days each year.

Join us and build a career where you're supported - at work and beyond.

Rite-Hite is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.In accordance with VEVRAA, we are committed to providing equal employment opportunities for protected veterans.We are also committed to maintaining a drug-free workplace for the safety of our employees and customers.

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• Develop and execute a comprehensive branch business plan focused on growth, profitability, customer acquisition, and retention.
  
• Analyze market conditions to identify competitive trends and new business opportunities.
  
• Maintain visibility within the community and build referral networks.
  
• Drive achievement of branch performance targets.
  

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• Lead, coach, and develop a highperforming team aligned with Nicolet's culture and values.
  
• Oversee hiring, onboarding, training, and workforce planning.
  
• Conduct coaching, performance reviews, and recognition.
  

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• Ensure delivery of highquality customer experience.
  
• Cultivate strong consumer and business relationships.
  
• Lead needsbased conversations.
  

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• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
• Coach and deliver needs-based sales process to proactively identify financial needs of current or prospective customers and recommend appropriate solutions.
  
• Partner with internal specialists.
  
• Lead sales meetings, branch huddles and performance coaching.
  

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• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  
• Open and service deposit and loan accounts.
  

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• Ensure compliance with regulatory requirements.
  
• Maintain operational discipline and control processes.
  
• Identify and escalate operational or risk concerns.
  
• Oversee daily branch operations.
  
• Assess workflows and implement improvements.
  
• Ensure team proficiency in products and technology.
  

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• Represent Nicolet in community events.
  
• Maintain visibility within the community, building referral networks and community partnerships.
  

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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• Associates degree in banking, Finance or related field
  
• 3-5-years retail banking experience required
  
• 5+ years retail banking with management experience preferred
  
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  Banking operations, regulations, lending fundamentals
  
  
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  Business acumen including budgeting and performance
  
  
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  Leadership, coaching, and communication skills
  
  
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  Needsbased selling and customer engagement
  
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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• Credit Cards
  
• Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products
  
• Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution
  
• Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues
  
• Assist with training sessions for internal employees related to credit/debit card products
  
• Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage.
  
• Instant Issue
  
• Provide training to new retail bankers and branches for best practices.
  
• Maintain current Instant Issue procedures and communicate changes as needed to Frontline.
  
• Create, Review, and Provide Instant Issue reporting to appropriate teams.
  
• Special Projects
  
• Assist Project Teams with new product implementations.
  
• Assist Project Teams during Bank acquisitions & conversions.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned.
  

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• High School Diploma or equivalent. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field.
  
• 1-3+ years of retail banking experience
  
• PC, phone system, general office equipment
  
• Ability to maintain strict confidentiality.
  
• Solid judgment and decision-making skills
  
• Creativity and comfortability presenting in public.
  
• Have experience at Microsoft Office
  
• Willing and able to learn new programs and software.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Singlewire Software, based in Madison, Wisconsin, is dedicated to shaping a future where every organization can protect its people with confidence. We deliver innovative solutions, including InformaCast critical communication and incident management software, the InformaCast Wearable Alert Badge, and Visitor Aware visitor and safety management software.

Our technology helps organizations instantly reach the right people, coordinate responses, and manage critical events - empowering schools, healthcare systems, manufacturers, enterprises, and public organizations to create safer environments.

Just as important as what we build is how we work. We're a collaborative, supportive team that cares deeply about our mission, our customers, and each other.

An exciting opportunity is available for a SaaS Account Executive to join the Singlewire team. As part of our team, you will be responsible for selling our software solutions in a specific territory. This position could be located in any large Midwest Metro Area or Madison, Wisconsin.

What You'll Do

If you are a master at reading-between-the-lines, probing into and leveraging customer requirements and selling software solutions, you'll love the challenge of this position. You should be quick and flexible to flourish in our fast-paced environment. We are looking for that ideal individual that is motivated to drive results and enjoys meeting and exceeding monthly sales goals. The job responsibilities include:

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• Convince Cisco and Partner teams to sell Singlewire solutions
  
• Develop relationships with key Cisco and Reseller representatives in the region
  
• Support and drive all direct and indirect business opportunities for Singlewire products
  
• Use knowledge of unified communications solutions to convince partners and end users to include Singlewire notification as part of the collaboration stack
  
• Train Singlewire Partner sales teams how to discuss notification with their clients in a business relevant way that will produce leads for our solutions
  
• Engage with Cisco and Partner sales teams on client opportunities
  
• Provide demonstrations of our solutions, both in person and remotely to ultimately help our sales partners to close deals
  
• Pursue direct sales opportunities and successfully perform necessary steps to close the business
  
• Attend and staff various local and national Demand Generation events throughout the year
  
• Adhere to Singlewire standards and procedures such as adherence to pricing approvals, monthly pipeline reviews, forecasts and management of CRM system
  

You May Be Right for Us If You Have:

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• A Bachelor's Degree and 4 plus years of outside selling experience in a business- to- business environment
  
• Familiarity with a fast-paced marketplace and a demonstrated ability to successfully sell solutions within it
  
• Excellent relationship building skills
  
• Strong verbal communications and business acumen skills
  
• Strong interpersonal skills for working with customers, partners and other members of the Singlewire team
  
• Dedication to detail, organization, and productive time management
  
• Ability to effectively adapt to rapidly changing technology and apply it to business needs
  
• Demonstrated ability to establish and maintain a high level of partner and customer trust and confidence
  
• Ability to sell direct and also sell with and for a channel partner
  
• Ability to travel across the multi-state region and to customer/partner events as needed
  
• Professional personal appearance and work ethic
  
• Adequate home office space if located remotely from the Madison Singlewire office
  

Other Skills That Will Make You Stand Out:

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• Experience selling through Cisco and Cisco resellers
  
• Experience with Cisco Unified Communications
  
• Knowledge of marketplace and customers in a large Mountain West Metro Area
  
• Knowledge of Notification as a business solution
  

At Singlewire, we believe what we do truly matters. We're passionate about protecting people and helping organizations respond when it counts. We're a team of collaborators who support each other, work hard toward shared goals, and celebrate successes together.

We’re seeking a highly analytical, detail-oriented Demand Planning and Forecasting Analyst to support our supply chain network. In this role, you will lead forecasting and inventory planning initiatives using SO99+ and other advanced planning tools. You will help ensure accurate demand projections, optimize inventory, manage part lifecycles, and guide the business with actionable insights. If you thrive on transforming data into strategy, enjoy solving complex problems, and want to make a measurable impact across an entire supply chain, we’d love to meet you.

What you’ll do:

• Develop and maintain accurate demand forecasts using SO99+
• Manage forecast exceptions and overrides to enhance accuracy and responsiveness
• Create forecasts for new parts by incorporating historical analogs and market intelligence
• Collaborate cross-functionally to align demand forecasts with business objectives
• Oversee part lifecycle management, including phase-in/phase-out strategies
• Conduct obsolescence and excess inventory analysis to minimize waste and cost
• Support warehouse balancing through analysis of regional demand and inventory levels
• Continuously refine forecasting models and planning processes
• Monitor forecast accuracy and key KPIs, providing insights to supply chain, sales, and finance
• Prepare and deliver regular reports for key stakeholders
• Maintain confidentiality and perform other duties as assigned

What we're looking for:

Required Education & Experience

• Bachelor’s degree in Supply Chain, Business, Statistics, or related field
• 2–4 years of demand planning experience (SO99+ experience strongly preferred)

Core Skills

• Attention to Detail: Consistently accurate and thorough
• Organization: Ability to prioritize and manage multiple tasks effectively
• Communication: Clear, concise verbal and written communication skills
• Excellent analytical and problem-solving abilities

Disclaimers

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

LeMans Corporation is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LeMans will only employ those who are legally authorized to work in the United States for this opening. There are not any current or future visa sponsorships for this opening.

This company participates in E-Verify.

Notice to California Employees and Prospective Employees

About Us

Great retail execution happens when strategy, data, and visual clarity come together in the store. Merchandise presentation plays a critical role in shaping the customer experience—guiding shoppers through intuitive layouts, clear assortments, and impactful product storytelling that drives conversion, increases ATV and UPT, and supports strong inventory performance. As our business continues to evolve, we are focused on delivering best-in-class merchandising execution through thoughtful space planning, consistent standards, and strong cross-functional collaboration. We are seeking a data-driven and creative Merchandise Presentation Analyst II to help bring category strategies to life through compelling, accurate, and scalable planogram solutions.

Your Impact

As a Merchandise Presentation Analyst II, you will directly influence the in-store experience by developing and maintaining planograms that balance customer shopability, brand standards, and business performance. You will use data, analytics, and hands-on merchandising expertise to make informed recommendations on assortment, facings, capacity, and space allocation.

Partnering closely with Merchandising, Inventory Control, Fixtures, Signing, and Store Operations, you will ensure planograms are accurate, executable, and delivered on time—supporting seamless execution at the store level and driving incremental sales across the business.

What You’ll Do

• Create, maintain, and update planograms using enterprise space planning software (JDA preferred) for assigned categories and supporting areas of the business.
• Leverage design and visualization tools such as SketchUp, Adobe InDesign, and Adobe Photoshop to support clear communication and visual merchandising strategies.
• Serve as a subject-matter expert in physical merchandising, supporting store sets and in-store execution when needed to inform best-in-class presentation direction.
• Monitor seasonal shifts, sales performance, and market trends to adapt planograms and space strategies accordingly.
• Own planogram execution timelines, ensuring deliverables are completed accurately and on schedule.
• Schedule and lead category review kickoff meetings, driving collaboration and alignment with key stakeholders including Merchandising, Inventory Control, Fixtures, Signing, and other partners.
• Create reporting and validation tools to ensure planogram accuracy and adherence to company standards.
• Facilitate proactive communication with stakeholders and invite feedback from store teams to support continuous improvement.
• Develop and maintain optimized space allocation recommendations, including minimum and maximum capacity by category, merchandise program, and fixture type.
• Make data-informed recommendations on choice count, facings, and capacity to support strong presentation and appropriate inventory levels by store.
• Take a proactive approach to business challenges, demonstrating curiosity, adaptability, and a willingness to learn, cross-train, and support onboarding of new team members.

What You Bring

• Bachelor’s degree (BA/BS) required, or equivalent relevant experience.
• Merchandising and product knowledge background preferred.
• Required experience building planograms (JDA experience preferred).
• Intermediate proficiency in Adobe Photoshop, Adobe InDesign, and SketchUp.
• Strong understanding of space-to-sales analytics and how data informs merchandising decisions.
• Strong PC skills with preferred experience in JDA Space, JDA Floor, and Microsoft Office.
• Ability to manage multiple priorities while maintaining strong attention to detail.
• Comfortable working independently with minimal supervision and a high degree of autonomy.
• Strong communication and collaboration skills, with the ability to influence cross-functional partners.

Ready to make a difference in how customers experience products on the shelf?

Apply now to join Fleet Farm as a Merchandise Presentation Analyst II and help shape the in-store experience through data-driven, best-in-class merchandising execution.

A leader in technology and innovation, Southwire Company, LLC is one of North America’s largest wire and cable producers. Southwire and its subsidiaries manufacture building wire and cable, utility products, metal-clad cable, portable and electronic cord products, OEM wire products and engineered products.

Value Stream Manager Summary

The Value Stream Manager is a leadership role that will be primarily focused on ensuring a safe work environment for all team members, while maintaining continuous operational execution and production of quality products that are delivered on-time to customers within established cost targets.

The Value Stream Manager will focus on eliminating waste developed in the value stream process, identifying business growth opportunities, understanding the importance of customer value created by the company, maximizing capacity to grow sales and driving lean continuous improvement.

Strategically focused and leading/driving team members in Kaizen events, problem solving activities, owning the value stream.

Key Responsibilities

• Manage all value stream related KPIs (SQDCI).
• Co-leads recordable or significant case investigations including root-cause and corrective actions.
• Responsible for ensuring the execution of findings of accident investigations and safety alerts within their value stream.
• Ensure policies and processes are deployed uniformly throughout the value stream.
• Actively leads the daily huddle process and can share information related to value stream as needed.
• Lead problem solving events and follow-up with corrective actions for completion
• Create a standard for value stream process and ensure entire team are properly trained, resourced, supplied, and managed to attain the objectives
• Develop a highly motivated and committed workforce with emphasis on the development of skills needed to accomplish safety, quality, on-time delivery, and product cost goals.

Qualifications And Experience Requirements

• Bachelor’s degree is required
• 5+ years of management experience
• Bilingual is a plus
• Lean manufacturing experience is required
• Strong MS Excel experience desired
• SAP is preferred

Benefits We Offer:

• 401k with Matching
• Family and Individual Insurance Packages (Health, Life, Dental, and Vision)
• Paid Time Off & Paid Holidays
• Long & Short-Term Disability
• Supplemental Insurance Plans
• Employee Assistance Program
• Employee Referral Program
• Tuition Reimbursement Programs
• Advancement & Professional Growth opportunities
• Parental Leave
• & More

Southwire is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

The Company

Great Northern Cabinetry is a manufacturer of high-quality custom cabinetry sold through a network of dealers. The company, which started as a small business in 1972 still operates in its original location in Rib Lake, WI. Ownership has experience working for larger, world-class companies, and they desire to build a company that has the capabilities of a large company and the atmosphere of a small company.

Great Northern Cabinetry manufactures and sells two lines of cabinetry (face framed and frameless), which are marketed to kitchen and bath dealers, home builders and remodeling contractors. Cabinetry is an $18B segment within the $160B kitchen and bath building products industry. Most of the company’s sales are used in single family residential new construction and existing home remodeling projects. With an improving environment for housing related building products, company ownership believes that over the next five years it can develop a sales presence in the entire continental U.S., where today the company reaches about half the country.

Ownership is committed to creating a culture of trust, respect, integrity, and accountability. Culturally, ownership is looking to build a team that buys into three critical operating principles: People and their safety come first; our business is centered around the dealer; and we seek improvement every day. Great Northern Cabinetry is a small company today with ambitions to grow.

The Position

The HR Generalist is a critical role at Great Northern Cabinetry, reporting directly to the Finance Manager. Expectations are that this person:

• Conducts day-to-day HR functions, including employee relations and engagement.
• Oversees bi-weekly payroll administration and benefits management, while building relationships with the employees.
• Assists employees with 401(k) enrollment, contributions and general understanding of the program.
• Creates and implements new hire orientation for employees of all levels.
• Engages with employees throughout the manufacturing floor, and makes him/herself accessible as needed.
• Reviews, tracks, and documents compliance with mandatory and non-mandatory training, including safety training, anti-harassment training and more.
• Performs routine tasks required to administer and execute human resource programs including but not limited to compensation, benefits, and leave; disciplinary matters; disputes and investigations; performance and talent management; productivity, recognition, and morale; occupational health and safety; and training and development.
• Handles employment-related inquiries from applicants, employees, and supervisors, referring complex and/or sensitive matters to the appropriate management.
• Recruits, interviews, and facilitates the hiring of qualified job applicants for open positions; collaborates with department supervisors to understand skills and competencies required for openings.
• Conducts or acquires background checks and employee eligibility verifications.

The Candidate

Ideally, the selected candidate will have experience in a manufacturing environment. The successful candidate will be a self-starter who can work independently and has strong analytical and communication skills, and capable of building relationships across the constituencies noted above. A four-year degree from an accredited college or university is strongly desired.

Other skills/experiences include:

• Excellent interpersonal and conflict resolution skills.
• Knowledge of Paylocity payroll and HR system.
• Knowledge of basic HR practices and benefits administration.
• Willingness to engage with people at all levels of the company and learn the business.
• Integrity and trustworthiness.
• This position is not eligible for remote work. Compensation will be commensurate with experience.

This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

The Dealer Development Assistant provides administrative and clerical support to the dealer network by maintaining accurate records, processing dealer requests, and assisting with programs that promote business development and customer satisfaction across the U.S. and Canada.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• CRM Management: Maintain accurate customer records in KUHN’s Customer Relations Management (CRM) database through address verification, merge of duplicates, enter/upload of data.
• Warranty & Registrations: Monitor product registrations. Work with territory managers and dealers to ensure retailed machines are registered; review and clear verification flags, process requests for warranty card deletions (research and communicate actions to accounts receivable, credit, and sales support).
• Survey Administration: Support Customer Post Purchase and Machine Performance surveys, including mailing, data entry, scanning, uploading to SNAP, disseminating surveys for follow up by the field and other departments, etc.
• Sales Program Support: Coordinate data entry of sales retail and stocking programs. Assist in creating summaries for regional and territory managers’ evaluation of dealer performance.
• Extended Warranty Administration: Process Protect + requests from dealers (invoice, update SCG, track usage).
• Dealer Communications: Assist in maintenance of dealer email contacts (follow up and correct email addresses that were undeliverable).
• Dealer Qualification: Assist with dealer qualification, including communication of qualification to field and channel management personnel for follow up actions.
• Finance Programs: Review retail finance monthly reports (from DLL, Meridian OneCap), analyze and report usage (products financed, dealers using finance program, percentage retailed with KUHN Finance, etc.).
• Research distribution networks of other suppliers and update existing Excel spreadsheets as requested.
• Promotional Support: Process department Requests for Purchase (RFP) for merchandise, submit orders to the vendor and track RFPs to provide Accounting with a monthly summary of charges to be applied against the applicable department budgets. Administer Dealer Event Promotion Kit program by processing requests, tracking and distributing kits.
• Forms: Maintain, update, and post dealer and company forms, as needed.
• Channel Management Support: Order and ship starter kit materials and communicate shipment information to with territory manager or dealer.
• Complimentary Employee Apparel Program: Support distribution of employee apparel, track wear test items and collate feedback for specialist and managers.

Education and/or Experience - An Administrative Assistant associate’s degree or equivalent experience. Proficient in Microsoft Office 365, CRM systems, Adobe Acrobat, Internet research, mapping tools, and survey platforms. Knowledge of the agricultural industry is preferred.