Salesforce Jobs in Glen Echo, MD

25 positions found

Product Manager
✦ New
Salary not disclosed
Arlington, VA 1 day ago
About Atlas Network


Atlas Network is a global nonprofit that supports a worldwide community of independent think tanks and civil society organizations working to advance freedom, prosperity, and human flourishing. Our work spans grants, partnerships, training programs, events, and impact tracking across more than 100 countries.

Our custom-built partner and grantee portal is central to how we operate. What began as a simple application system has evolved into a mission-critical platform supporting grantmaking, training enrollment, reporting, partner engagement, and integrations with Salesforce and learning systems. As Atlas Network has grown, so has the importance and complexity of this infrastructure.


Position Overview


Atlas Network is seeking a Product Manager to join the Information Systems team and help manage, support, and improve our core partnership platform.

This role is well-suited for an organized, curious professional who enjoys translating complex workflows into clear requirements, coordinating testing and support, and keeping multiple stakeholders aligned. The Product Manager will serve as a day-to-day product facilitator — ensuring that program teams' needs are well-defined, that new features are tested and reliable, and that staff and partners receive timely support.

While comfort with web-based tools and platforms is important, success in this role depends more on communication, follow-through, and a genuine interest in how Atlas Network's programs operate across grants, training, and events.


Key Responsibilities


Product & Platform Management


  • Serve as the bridge between program teams and Information Systems — gathering operational needs, documenting requirements, and helping leadership prioritize enhancements and fixes
  • Manage coordination with external development contractors, keeping projects on track through clear requirements, regular communication, and structured quality review
  • Work alongside the Salesforce administrator to ensure portal integrations align with how grants, training, and events teams actually work


Quality Assurance & Testing


  • Coordinate QA processes for new features, configuration changes, and system updates
  • Participate in structured testing to verify reliability during active grant cycles, training cohorts, and reporting periods
  • Document known issues, testing outcomes, and release notes


Support & Operations


  • Manage a tier-one support queue for staff and external partners using the portal
  • Triage issues, resolve common problems, and escalate technical issues as needed 


Communication, Training & Documentation


  • Serve as a liaison between Information Systems and program teams
  • Create and maintain internal documentation, user guides, and training materials
  • Facilitate onboarding and training sessions for staff using portal workflows 


Project Coordination & Visibility


  • Track work, priorities, and progress using and related tools
  • Provide clear updates to stakeholders and ensure next steps are well-defined
  • Participate in structured cross-team coordination, including regular standing meetings, trainings, and project check-ins with program grant-making and training teams


Qualifications & Experience


Required


  • 2–5 years of experience in product, operations, project management, or a role that required translating between stakeholders and systems
  • Comfort learning and working within complex web-based platforms.  Position doesn’t require coding or building, but does need curiosity and ability to learn our systems architecture
  • Experience keeping quality and testing processes organized, whether in a formal QA role or as part of broader operational responsibilities
  • Strong written and verbal communication skills, with a track record of keeping non-technical stakeholders informed and aligned
  • Highly organized with a bias toward documentation, follow-through, and closing the loop


Preferred


  • Experience managing a support queue, triaging requests, or maintaining an operational backlog in a structured way
  • Familiarity with tools like Salesforce, a learning management system, web applications, or similar platforms used across programs and operations
  • Comfort using AI tools to improve documentation, triage, and workflow efficiency
  • Experience working within an agile or structured project delivery framework
  • Drawn to mission-driven work and motivated to understand the programs and people the platform serves


Work Environment & Expectations


  • Hybrid role with a minimum of three days per week in the Arlington, VA (Ballston) office
  • Highly collaborative environment with regular interaction across departments
  • Fast-paced operational cycles tied to grants, training programs, and reporting deadlines
  • We're open to candidates at different experience levels and will calibrate scope and compensation accordingly
  • Comprehensive benefits package including health insurance, retirement plan, generous paid time off, and holidays


To Apply


To apply, please email a resume and a cover letter including salary requirements to: must be based in the United States and eligible to work in the U.S. without the need for visa sponsorship now or in the future. Atlas Network is an equal opportunity employer.

Not Specified
Insurance Sales Agent
✦ New
Salary not disclosed

Job Description Job Description We're on a mission to empower our clients and foster the growth of our team.

As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development.

Our goal is to find someone aligned with our core values of Ownership, Growth, and Service.

Position Description: As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area.

Your field trainer will cover basic sales cycles and advanced techniques.

Prior sales experience is appreciated but not required; we will always prioritize training the right person.

You'll manage your local territory, engaging with small to medium-sized businesses across different sectors.

This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions.

You'll work with individuals and conduct group presentations for 5 to 50+ employees.

Core Responsibilities:
* Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
* Respond to client inquiries via phone, email, or text as needed
* Schedule meetings with potential and existing clients to understand their insurance needs
* Attend scheduled calls and meetings with your sales manager and team
* Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
* Build and nurture your own client portfolio
* Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
* Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
* Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS & DESIRED SOFT SKILLS:
* Strong interpersonal skills with the ability to build genuine connections quickly.
* A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
* Clearly-defined personal goals, a positive attitude, and optimistic outlook.
* Quick-thinking with exceptional situational awareness and critical thinking skills.
* Hunger for learning and growth, strong time management abilities, and the capability to work independently.
* Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS:
* Pass a high-level pre-employment background check
* Active Drivers License and reliable transportation
* Active Health & Life Insurance Producer license in your resident state (or willing to obtain
- study course provided and state licensing fees reimbursement available)
* Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS:
* Comprehensive classroom and field training program
* Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
* Health, dental and vision benefits offered after 60-days of employment
* Performance-based promotions
* Control of your schedule based on results achieved rather than time worked
* Continuing professional development classes, advanced sales trainings, and leadership development classes
* Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! #ZR

Not Specified
SVP- Government Services
✦ New
Salary not disclosed
Washington, DC 1 day ago

Do you want the opportunity to earn unlimited compensation and be part of a rapidly growing IT consulting firm that services government and commercial clients?
If you like to win and have an entrepreneurial mindset - then join a company with our core values:



  • Winning
  • Tenacity
  • Work and Play
  • Customers
  • Passion
  • Fellow Stormers

Our Company:


Founded in 2002, SkillStorm was built on the mission of accelerating careers in high-demand technologies. We build customer-ready technology workforces for top Fortune 100 companies, government, and system integrators within the U.S. Through collaboration with our software partners and customers, we create and advance purpose-built technology experts with the custom tech stacks, clearances, certifications, and location requirements of our clients. As a result of an endless supply chain of experienced tech professionals, our clients realize their business initiatives faster, and significantly increase productivity with Day-One effective technology teams at scale.


Description:


SkillStorm is seeking a Senior Vice President of Federal Government Services to sell our solutions to federal agencies and government system integrator partners.


SkillStorm's TechForce by Design offering delivers custom trained technology consulting teams to support government contracting efforts in software development, platform (Appian, ServiceNow, Salesforce, etc.) development, cloud (AWS, MS Azure, and Google Cloud) development, and cybersecurity. We collaborate with our customers to understand their strategic initiatives quarter by quarter and to collaboratively forecast specific roles and technology skillsets required to achieve the completion of those initiatives.


What you'll be doing...


You will leverage SkillStorm's significant past performance supporting government contracts win contracts deploying custom trained technology consulting teams at scale.



  • Win contracts supporting government agencies and develop strategies to grow these markets.
  • Interacts and collaborates across SkillStorm's functional staff and teaming partners to generate cost effective contract winning strategies.
  • Contributes and recommends business and marketing strategies to achieve maximum penetration consistent with Company financial objectives
  • Prepares customer and internal presentations
  • Interface regularly and effectively with business partners and external clients regarding execution of responsibilities and to drive desired outcomes
  • Understand and validate contract and client workforce needs and recommend innovative solutions

You'll need to have:



  • 5+ years government contracting experience
  • Experience selling to government agencies in a small government contracting firm
  • Strong sales acumen (process, lead generation, etc.)
  • Strong network of existing relationships with government agencies, technology partners, and large system integrator primes

Additional preference for:



  • A self-starter
  • Based in the DC Metro, Northern Virginia, or Maryland area (Close to Washington DC) or willing to relocate to this region
  • SECRET clearance or above

Additional requirement:



  • Willingness to travel up to 50%.

Benefits:



  • Very competitive salary package
  • Company-subsidized health, dental, and vision insurance
  • 401K Plan
  • PTO
  • Company Holidays
  • Continuing education

Location: Remote; District of Columbia

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.

Not Specified
Tax Senior Manager - Washington, D.C.
✦ New
Salary not disclosed
Washington, DC 1 day ago
Tax Senior Manager - Washington, D.C.

At Brighton Jones, we're not just looking for high performerswe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.

At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our valuesCommitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Communitydrive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.

Join our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.

As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.

We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.

Your Role

  • Build and maintain a personal relationship with clients as the technical tax expert on their planning team
  • Assist clients by attending client meetings and delivering clients tax plan
  • Support the financial advisory team in tax planning related functions
  • Actively participate in signing and onboarding new clients to the firm
  • Lead tax client service team for compliance and tax planning
  • Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
  • Oversee tax projections and tax audits for clients
  • Coach and develop the team through real-time and consistent feedback

Your Experience

  • Bachelor's degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred
  • Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
  • Working knowledge of data collection, data analysis and evaluation
  • Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
  • Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred
  • Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements
  • Able to manage heavy workloads and projects, many on a time sensitive basis
  • Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
  • Highly motivated with ability to function well in a fast-paced environment with continued growth and development
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Our Company

We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.

At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individualityyour secret sauce!allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.

Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.

To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. 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.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones's employees to perform their job duties may result in discipline up to and including discharge.

Not Specified
Program Coordinator, Center for Diplomatic Engagement
✦ New
Salary not disclosed
Washington, DC 1 day ago


Meridian International

Description:

  

Title: Program Coordinator, Center for Diplomatic Engagement 

Employment Status:  NON-EXEMPT

Salary: $49,350 - $55,125

Supervisor Title: Director, Center for Diplomatic Engagement

Date Revised: March 2026


Summary of Position:

The Program Coordinator, Center for Diplomatic Engagement supports and coordinates the day-to-day elements of the Center for Diplomatic Engagement, with an emphasis on Diplomatic Receptions and Signature events, as well as other convening programs for the diplomatic corps and initiatives across Meridian?s Open Diplomacy Centers. The Program Coordinator will serve as associate producer and, occasionally, lead producer for select programs within the portfolio. The Program Coordinator also manages a defined regional portfolio of embassy relationships and backstops the Center?s financial and administrative deliverables.


This position is located in Washington D.C. and Meridian requires MD, DC, or VA residence for all employees. The position may work partially remotely until further notice. 

Requirements:

  

Position Responsibilities:

Program Implementation & Event Production (60%)

  • Plan and execute two new ambassador welcome receptions each year, including event production, logistical coordination, speaker preparation, and diplomatic outreach. 
  • In partnership with the Director and MCDE colleagues, serve as associate producer?and, as appropriate, lead producer?across assigned MCDE and Open Diplomacy programs, particularly Diplomatic Receptions and signature events. 
  • Develop strategic event workplans and deliverables, overseeing day-to-day project management to include audience/attendee outreach, registration tracking, correspondence, and post-event follow-up. 
  • Produce written outputs, including session descriptions, talking points, briefing documents, runs of show, discussion questions, staffing plans, program summaries, and other materials. 
  • Liaise with speakers and external stakeholders, including program partners, on-site facility staff, and vendors. 
  • Coordinate logistics with internal stakeholders, including events, AV, and communications teams, executive leadership, and colleagues across the Engagement, Growth, and Partnerships division. 
  • Support day-of program implementation for MCDE and Open Diplomacy programs (approx. 30 events annually, primarily in-person with occasional hybrid or virtual), including registration, materials preparation, ushering, and other tasks assigned by lead producers. 
  • Organize logistics for off-site programming, including venue, vendor, and client (when applicable) coordination, and serve as lead on-the-ground coordinator for assigned events. 
  • Update and maintain Diplomatic Reception and other assigned convening series webpages with digital content, including short reports summarizing key takeaways and curated photo galleries and captions for internal/external use. 


Diplomatic Engagement & Research Support (25%)

  • Oversee a defined regional portfolio of diplomatic engagement, serving as the primary logistical point of contact and central repository for Meridian?s relationships with the foreign diplomatic corps in that region. 
  • Lead proactive tracking of embassy rotations, staffing changes, and regional developments in Salesforce, and facilitate timely senior leadership correspondence and organizational awareness in alignment with the Diplomatic Engagement Strategy Framework. 
  • Coordinate and support Ambassador-level invitations and engagement asks in collaboration with Center leadership, ensuring timely, protocol-appropriate outreach and follow-up.
  • Monitor new foreign ambassador credentialing ceremonies; coordinate with MCDE Regional Portfolio Managers, Embassy Relationship Managers, and Executive Office to set up and provide briefings for meetings.
  • Maintain and enrich the Salesforce database with up-to-date contact and relationship details for all Diplomatic Engagement activities, including but not limited to contact records, event attendance, business development campaigns, and speaker opportunities.
  • Monitor and manage Ambassador gift inventory, including tracking distribution in Salesforce and coordinating with relevant teams to ensure appropriate gifting for receptions and high-level engagements.
  • Conduct research on international affairs and diplomatic trends, contributing timely and germane ideas to inform program development.

Administration (15%)

  •   Backstop financial administration for MCDE, including support for monthly expense reports (receipt collection and tracking, missing receipt documentation), payment and reimbursement requests, and coordination with Development on event-related payments as needed.
  • Backstop monitoring and evaluation efforts through data analytics of registration, speaker diversity, diplomatic attendance, and other program evaluation metrics, contributing to reporting on program deliverables and institutional DEIA commitments.
  • Support technical aspects of hybrid and virtual events as needed, including setup and production of Zoom webinars and meetings and coordination with audio/visual tools. 
  • Arrange travel, accommodation, and other logistical concerns for program speakers and guests as needed.
  • Collaborate with other Engagement, Growth, and Partnerships team on cross-cutting initiatives, contributing programmatic and operational support as appropriate.
  • Responsible for completing all organizational administrative responsibilities in a timely manner and meeting all organizational administrative deadlines
  • Other duties as assigned


Education/Experience


Undergraduate degree; focus on international studies, political science, public policy or similar field preferred. 

  •  2-4 years of related experience, ideally in event production, diplomacy, stakeholder engagement, and/or international programs.
  • Or any equivalent combination of training, education, and experience that demonstrates the ability to perform the essential functions of the position.

Knowledge, Skills, Abilities:

  • Strong attention to detail and protocol?including awareness and accountability for deadlines, budget parameters, and accuracy?to ensure high-quality event production and stakeholder engagement.
  • Superior customer service and hospitality skills, ensuring a welcoming and professional environment.
  • A resourceful, go-getter attitude with a proactive, problem-solving mindset and the ability to independently identify and solve problems as well as adapt to changing circumstances.
  • Demonstrated interest in global affairs and working at a mission-driven organization that connects the diplomatic community with U.S. government officials and private sector leaders.
  • Excellent oral and written English communications skills and ability to synthesize highlights and key takeaways from discussions.
  • Outstanding organization skills and ability to prioritize and maneuver in a fast-paced work environment, including the ability to concurrently balance multiple, high priorities.
  • Availability to staff events before and after the traditional 9-5 workday when necessary. 
  • Ability to lift and move up to 25 pounds of boxes and equipment for various event needs. 
  • Strong inter-cultural communication skills; maturity, cultural sensitivity, and tact suitable for working with individuals from around the world

Technical Requirements:

  • Proficiency in Microsoft Office, including Word, Excel and PowerPoint, Outlook and Teams is necessary for this role
  • Experience with Canva, Zoom and Salesforce is helpful

Employer?s Statement:


Meridian is committed to empowering global leaders and amplifying voices of a wide variety of backgrounds to create pathways for greater understanding, shared values, and respect. Connecting people has been our foundation for over 65 years. If you share our values and enthusiasm to promote non-partisan collaboration to address global challenges and opportunities, you can find a home at Meridian. 


As an equal opportunity employer, Meridian promotes equal employment opportunity to all employees and applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, personal appearance, pregnancy, childbirth or related medical condition, family responsibilities, marital, veteran or military status, national origin, age, disability, genetic information, matriculation, political affiliation, or any other classification protected by federal, state, or local law. Equal employment opportunity will be offered and maintained to all persons at every stage and condition of employment, including recruiting, hiring, training, upgrading, promotion, transfer, discipline, layoff, recall, and termination.


Meridian offers a comprehensive benefits package including a full medical plan with no deductible, dental (including orthodontics), a retirement plan with a substantial employer contribution from day one, fully paid life, long- and short-term disability, a variety of voluntary benefits, and generous paid leave and holidays. 


How to Apply 

  

Please submit both a resume and a cover letter with your application; submissions missing either document will not be considered. Qualified candidates should apply here. 


Only candidates being considered for this position will be contacted. NO PHONE CALLS in reference to this position will be accepted.



Please see job description

PI283134632


Job distributed by JobTarget.

Please see job description
Not Specified
Account Executive - Corporate Sales (Summer 2026 Start)
✦ New
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Account Executive - Corporate Sales | Entry-Level Sales Opportunity
✦ New
🏢 Goosehead Insurance
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Digital Account Manager
✦ New
Salary not disclosed
Arlington, VA 1 day ago

Digital Account Manager – Launchpad Strategies

Location: [In-Office/Hybrid]

Type: Full-Time

Salary: $60-$70k 


Company Description

American Made Media Company (AMMC) specializes in turning ambitious ideas into successful outcomes for campaigns and organizations. Through its sub-brands—Launchpad Strategies, American Made Media Consultants, NPA Strategies, NPA Polling, and 17th Street Media—the company offers strategic consulting, media, polling, and creative advertising solutions. AMMC is committed to delivering impactful and results-driven communication strategies. By leveraging expertise across multiple domains, the company supports clients in achieving their goals and reaching their audiences effectively.


Position Overview

We are seeking a highly organized and motivated Digital Account Manager to serve as the primary point of contact for our clients. This role is responsible for managing day-to-day client relationships, coordinating digital fundraising campaigns, and ensuring timely execution across email, SMS, and digital advertising programs. This position supports conservative clients and causes, and candidates should be comfortable working in a conservative political environment.


Key Responsibilities

  • Serve as the main liaison between clients and internal teams
  • Manage multiple client accounts simultaneously and ensure deadlines are met
  • Coordinate and oversee digital fundraising campaigns across email, SMS, and paid platforms
  • Review and assist with content creation, messaging, and campaign strategy
  • Communicate campaign performance, updates, and recommendations to clients
  • Track breaking news, schedules, and approvals across all assigned accounts
  • Assist with reporting, billing coordination, and campaign optimization


Qualifications

  • Bachelor’s degree required
  • At least one (1) year of political job experience (campaign, political consulting, advocacy, or related field)
  • Strong understanding of fundraising
  • Excellent written and verbal communication skills
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Experience with content creation
  • Strong attention to detail and organizational skills



Preferred / Bonus Qualifications

  • Experience with WinRed, Salesforce, or DirectSnd
  • Digital fundraising, email, or SMS experience
  • Familiarity with design tools such as Canva
  • Graphic design experience is a plus



Not Specified
Account Executive - Corporate Sales | Early Career Professionals (2026 Start)
✦ New
🏢 Goosehead Insurance
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Account Executive - Corporate Sales | Upcoming Grad Opportunity
✦ New
🏢 Goosehead Insurance
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Account Executive - Corporate Sales | Seeking Sales Professionals
✦ New
🏢 Goosehead Insurance
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Corporate Sales Account Executive | 2026 Career Launch
✦ New
🏢 Goosehead Insurance
Salary not disclosed
Arlington, VA 1 day ago

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.


Principal Duties and Responsibilities

  • The primary responsibility of an Account Executive is to build a book of business through:
  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary

The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.


Licensing, Training, and Position Requirements:

  • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
  • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
  • Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
  • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.


Benefits Summary

  • Comprehensive health, vision, disability, life, and dental insurance programs
  • 401K Matching Plan
  • Employee Stock Purchase Plan
  • Paid holidays, vacation, and sick leave


Experience and Education

  • Bachelor’s degree, 3.0 GPA preferred.
  • Passing the state licensing exam, once hired
  • Legally authorized to work the United States


Preferred Skills, Abilities, Soft Skill Factors

  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, proactive, and ready to take initiative
  • Strong time management
  • Strong attention to detail and organization
  • Results-driven and committed to continuous improvement
  • High integrity and honest communication


Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Associate Director of Communication Systems
✦ New
Salary not disclosed
Arlington, VA 1 day ago

Associate Director of Communications Systems


Arlington, VA (On-Site)



About Us


Ennoble Care is a mobile primary care, palliative care, and hospice service provider with patients in New York, New Jersey, Maryland, DC, Virginia, Oklahoma, Kansas, Pennsylvania, and Georgia. Ennoble Care's clinicians go to the home of the patient, providing continuum of care for those with chronic conditions and limited mobility. Ennoble Care offers a variety of programs including remote patient monitoring, behavioral health management, and chronic care management, to ensure that our patients receive the highest quality of care by a team they know and trust. We seek individuals who are driven to make a difference and embody our motto, "To Care is an Honor." Join Ennoble Care today!



Overview


Ennoble Care is seeking an Associate Director of Communications Systems to own our Dialpad and Zoho CRM platforms end to end—from day-to-day administration to the analytics that drive operational decisions for clinical leadership and the C-suite.


This is not just a systems administration role. You'll inherit active automation projects in Zoho (workflow rules, field permissions, validation logic, cross-module integrations) and a growing analytics practice around Dialpad call data (transfer acceptance rates, queue performance, agent productivity). You'll be expected to build on both—and you'll have AI tools at your disposal to do it. We're actively using AI to automate workflows, analyze call data, and eliminate manual processes across both platforms. You'll be expected to leverage these tools to move faster than a traditional admin ever could.


You'll report directly to the CIO and have regular visibility with the COO and executive leadership. This position is on-site at our Arlington, VA corporate headquarters.



Key Responsibilities


Dialpad Administration & Analytics (~610 users across 15+ offices and 11 states)


• Manage user provisioning/deprovisioning, license management (Connect vs Contact Center), number assignment, and extensions

• Configure and optimize call routing, IVR structures, queues, and office/department setup

• Build and maintain performance dashboards for clinical operations leadership—transfer acceptance rates (warm vs cold), queue performance, agent productivity, ring timeout analysis, voicemail detection

• Leverage AI tools to automate call data analysis, anomaly detection, and recurring reporting

• Track and report on KPIs weekly: call answer rate, abandon rate, average speed to answer, queue wait time

• Conduct root cause analysis when performance dips—whether it's a routing issue, a training gap, or a staffing constraint

• Serve as primary technical contact with Dialpad support and account team

• Troubleshoot call quality issues, agent status problems, and routing errors


Zoho CRM Administration & Automation (~50+ liaisons, scaling to 100+)


• Manage user creation, role/profile management, field-level permissions, module configuration, and layout customization

• Own and extend existing workflow automations—bonus point calculations, pathway expiration enforcement, focused pathway caps, cross-module lookups (house call / hospice), referral-to-liaison mapping

• Drive data integrity: account deduplication, referral source accuracy, sync monitoring between Zoho, OA (OperationsAccel), and MatrixCare

• Build liaison performance dashboards and automate the pulse report

• Reduce bonus reconciliation from ~16 hours/month of manual work to near-zero through automation

• Use AI-assisted development to build and iterate on Zoho workflow rules, validation logic, and cross-module integrations faster


Integrations & Cross-Platform


• Coordinate user lifecycle (provisioning/deprovisioning) across Dialpad and Zoho as part of onboarding/offboarding workflows

• Maintain integrations between Dialpad, Zoho, CallRail, and other systems

• Monitor sync reliability between Zoho, OA, and the Dialpad data warehouse (Azure SQL)

• Support other no-code/low-code tools (Scribe, Keragon, Emitrr) as needed


Performance Monitoring & Reporting


• Track and report on Dialpad and Zoho KPIs weekly to leadership

• Identify trends and proactively address issues before they impact metrics

• Support Operations Analyst with data extraction for deeper analysis


Documentation & Training


• Create and maintain system documentation, runbooks, and SOPs

• Develop training resources to improve adoption and reduce errors

• Conduct end-user training for new hires and existing staff



What Success Looks Like


• You own Dialpad and Zoho administration completely—user provisioning, routing changes, and system configuration no longer route through the helpdesk or the CIO

• Leadership gets recurring, self-service visibility into call center performance and liaison productivity without asking for it

• Manual reconciliation work that currently takes 16+ hours/month is automated or eliminated

• When something breaks or trends in the wrong direction, you catch it before anyone else does



Qualifications


Required


• 3+ years of experience administering a cloud communications platform (Dialpad, RingCentral, 8x8, Five9, or similar)

• 2+ years of experience administering a CRM (Zoho CRM strongly preferred; Salesforce acceptable)

• Hands-on experience building CRM automations—workflow rules, validation rules, field-level security, cross-module lookups

• Comfortable writing SQL queries for analytics (you'll query an Azure SQL data warehouse—and use AI tools to accelerate query development and analysis)

• Experience building dashboards or reports in Power BI, Looker, or similar

• Strong analytical skills—able to interpret data and identify root causes

• Excellent communication skills with ability to present metrics to leadership

• Strong attention to detail—you'll reconcile bonus payments where errors directly impact employee compensation

• Ability to work on-site in Arlington, VA


Preferred


• Zoho CRM administration certification

• Experience with Zoho-to-external-system integrations (webhooks, APIs, middleware like Zoho Flow)

• Healthcare industry experience (home health, hospice, or multi-site provider groups)

• Experience with Dialpad specifically (API, webhooks, admin console, contact center configuration)

• Familiarity with data warehousing concepts and ETL pipelines

• Experience using AI/LLM tools (Claude, ChatGPT, Copilot) to accelerate technical work—writing automations, analyzing data, building integrations

• Background in contact center operations (not just IT administration)



What We Offer


• Ownership of two mission-critical platforms with direct impact on business performance

• Direct visibility with CIO, COO, and executive leadership

• AI-forward team—you'll have enterprise AI tools and an automation backlog with clear ROI from day one

• Growing organization—the systems you build now will scale with 2x liaison headcount and continued M&A expansion

• Competitive compensation and benefits package

• Career growth opportunities within IT and operations



Compensation


Salary Range: $90,000 - $110,000 with 10% Bonus based on Annual KPIs



Benefits


Full-time employees qualify for the following benefits:


• Medical, Dental, Vision and supplementary benefits such as Life Insurance, Short Term and Long Term Disability, Flexible Spending Accounts for Medical and Dependent Care, Accident, Critical Illness, and Hospital Indemnity

• Paid Time Off

• Paid Office Holidays


All employees qualify for these benefits:


• Paid Sick Time

• 401(k) with up to 3% company match

• Referral Program

• Payactiv: pay-on-demand — cash out earned money when and where you need it!



Candidates must disclose any current or future need for employment-based immigration sponsorship (including, but not limited to, OPT, STEM OPT, or visa sponsorship) before an offer of employment is extended.


Ennoble Care is an Equal Opportunity Employer, committed to hiring the best team possible, and does not discriminate against protected characteristics including but not limited to race, age, sexual orientation, gender identity and expression, national origin, religion, disability, and veteran status.


Not Specified
Senior Project Manager
🏢 JOOLA
Salary not disclosed
North Bethesda, MD 2 days ago

JOOLA is seeking a Senior Project Manager that will play a critical role in ensuring the successful delivery of technology initiatives across enterprise systems, integrations, applications, and IT. This position will manage projects end-to-end, working closely with functional teams and offshore development teams. The role requires strong experience in Scrum methodology, JIRA-based project tracking, and exceptional organizational and communication skills. Familiarity with ERP (NetSuite), CRM (Salesforce), and eCommerce platforms is a strong plus.


Responsibilities:


  • Project Delivery & Execution
  • Lead planning, execution, and delivery of technology projects across enterprise systems and integrations.
  • Ensure projects are delivered on time, within scope, and aligned with business priorities.
  • Agile & Scrum Leadership
  • Facilitate Scrum ceremonies (daily stand-ups, sprint planning, retrospectives).
  • Maintain JIRA boards for sprint tracking, backlog grooming, and reporting.
  • Cross-Functional Coordination
  • Collaborate with U.S. functional teams and offshore development teams to ensure seamless execution.
  • Act as the communication bridge between Product Managers, Technical Delivery, and Architecture teams.
  • Risk & Issue Management
  • Identify risks early, develop mitigation plans, and escalate issues as needed.
  • Process & Governance
  • Ensure adherence to project governance standards and documentation requirements.
  • Stakeholder Communication
  • Provide regular status updates, dashboards, and reports to leadership and stakeholders.


Qualifications:


  • Bachelor’s degree in Business Administration, Project Management, Information Systems, or related fields.
  • 7+ years of project management experience, with at least 3 years of managing technology projects.
  • Proven track record of delivering projects using Agile/Scrum methodology.
  • Experience managing distributed teams across multiple time zones.
  • Proficiency in JIRA and other project management tools (Confluence, MS Project, etc.).
  • Certifications: PMP, PMI-ACP, or Certified Scrum Master (CSM) preferred.
  • Strong critical thinking and problem-solving abilities.
  • Excellent organizational skills and attention to detail.
  • Exceptional communication and stakeholder management skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Experience working in a global delivery model (onshore/offshore).
  • Ability to influence without authority and drive cross-functional collaboration.
  • Familiarity with ERP systems (NetSuite), CRM (Salesforce), and eCommerce platforms (Shopify) is a plus.
  • Understanding system integration concepts and SDLC is a plus.


Why This Role Is Critical:


  1. Delivery Accountability: Ensures projects are executed on time and within scope, reducing delays and cost overruns.
  2. Cross-Team Alignment: Bridges U.S. and offshore teams, improving communication and reducing misalignment.
  3. Agile Discipline: Drives Scrum best practices, improving predictability and team efficiency.
  4. Visibility & Reporting: Provides leadership with clear project tracking and progress metrics.
  5. Supports Strategic Goals: Enables timely delivery of ERP, CRM, and integration initiatives aligned with 2026 standardization objectives.


Goals:


  • Deliver all assigned projects on time and within budget.
  • Maintain high team engagement and adherence to Scrum practices.
  • Improve visibility into project progress and risks for leadership.


About JOOLA:


JOOLA was first established in 1952 and built a global reputation as a pioneer in table tennis. In 2022, JOOLA expanded into the rapidly growing pickleball scene and quickly attracted the biggest names in the sport. As an official table tennis sponsor for three Summer Olympic Games and the official sponsor of pickleball's top athletes and the Professional Pickleball Association (PPA), the team at JOOLA combines its storied expertise with fresh perspectives to bring innovation to both sports. JOOLA creates a variety of equipment, apparel, and accessories for both table tennis and pickleball players, professional and recreational. With offices in US, Germany, Brazil, and China, JOOLA has a global presence and wide distributor network.

Not Specified
Customer Success Manager - OptymEdge
Salary not disclosed
Rockville, MD 3 days ago
Overview

Job Title: Customer Success Manager

Location: US - Remote

OptymEdge is advancing global ophthalmology clinical trials through the Acuvera Suite-Certify, Capture, and Imaging-bringing digital transformation to visual function endpoints. To support this growth, we are seeking a Customer Success & Strategic Growth Manager to support and execute value realization, strengthen sponsor and CRO partnerships, and unlock long-term account expansion.

Primary Purpose

This client-facing role blends customer success, strategic account management, and commercial insight. You will partner with key global sponsors, oversee engagement across the customer lifecycle, and convert operational excellence into deeper, multi-service relationships. You will also contribute to the development of scalable CS frameworks that support OptymEdge's growth trajectory.


Responsibilities

1. Strategic Account Leadership

* Serve as the primary point of contact for assigned strategic accounts

* Lead onboarding, adoption, and continuous value delivery across Certify, Capture, and Imaging modules

* Conduct structured governance meetings, QBRs, and planning sessions with client stakeholders

* Build multi-level, trust-based relationships anchored in scientific credibility and shared goals

* Identify risks early and drive cross-functional resolution to maintain delivery excellence

2. Growth & Expansion Opportunities

* Identify upsell, cross-sell, and multi-service expansion opportunities in partnership with Commercial and Business Development teams

* Contribute to the development of long-term partnership and account growth strategies

* Partner with Business Development on renewals, pricing input, and proposal development

* Track and report NRR, account health indicators, and expansion pipeline activity

3. Cross-Functional Partnership

* Collaborate with Delivery, Clinical, Product, Technology, and Marketing teams to ensure consistent execution

* Translate customer insights into actionable product and service improvement recommendations

* Contribute to value stories, case studies, and customer success narratives

* Serve as the internal voice of the customer to support alignment across teams

4. Operational Excellence & Scaling

* Contribute to the development and refinement of scalable CS processes, playbooks, and engagement frameworks

* Build and maintain account health models and standardized reporting dashboards

* Leverage CRM and analytics tools for forecasting, engagement tracking, and risk signaling

* Support knowledge sharing and onboarding activities as the CS function grows


Qualifications

* Bachelor's/Master's in Life Sciences, Business, or related field.

* 5+ years in customer success, strategic account management, or clinical operations.

* Experience with eClinical or digital health systems.

* Strong communication, stakeholder management, and commercial awareness

Bonus Points

* Experience in ophthalmology clinical research or endpoint services

* Familiarity with eSource, imaging, or certification platforms

* Experience in growth-stage or transformation-focused organizations

* Proficiency with Salesforce or similar CRM platforms

Emmes Group: Building a better future for us all.

OptymEdge is part of the The Emmes Group. Emmes is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience.

We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us!

Why work at Emmes?

At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including:

  • Flexible Approved Time Off
  • Tuition Reimbursement
  • 401k Retirement Plan
  • Work From Home Anywhere in the US
  • Maternal/Paternal Leave
  • Casual Dress Code & Work Environment


CONNECT WITH US!

Follow us on Twitter - @EmmesCRO

Find us on LinkedIn - Emmes

The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

#LI-Remote

Not Specified
Enterprise Account Executive
Salary not disclosed
Southeast, DC 5 days ago

Salary: $150,000–$170,000 base, double OTE up to $340,000, plus attractive equity and corporate benefits including healthcare and 401k.

Extremely well-funded by Tier 1 Cyber Investors – Unicorn Valuation

Location: South East, United States

Applications welcome from candidates based in: Mississippi, Alabama, South Carolina, Florida, Georgia, and Tennessee.


Trident Search is partnering with a fast-growing, enterprise-focused SaaS company that’s redefining workflow automation for security, IT, and operations teams. The platform empowers teams to eliminate repetitive tasks, orchestrate complex workflows across any tool, and leverage AI to work smarter, faster, and more efficiently.

The company has excellent Glassdoor ratings, strong Gartner Peer Insights reviews, and multiple G2 awards, reflecting strong customer satisfaction and market momentum.


The Role

We are seeking a high-performing Enterprise Account Executive based in the South East US to land and grow new enterprise accounts. This is a full sales-cycle SaaS sales role where you will engage senior stakeholders, manage complex multi-touch deals, and drive new business across strategic enterprise organizations.

Why This Role is Exciting

  • Partner-driven growth: 90% of 2024 deals were partner-sourced or partner-influenced.
  • High conversion and retention: 90% POC-to-deal conversion rate with strong customer retention.
  • Fast ramp & huge earning potential: 9-month ramp schedule plus 3-month non-recoverable draw. Average global sales attainment: 80%+, well above market norms, with some top performers earning 2x OTE.


Responsibilities

  • Identify, prospect, and close new enterprise business opportunities across the Southeast US territory.
  • Manage the full sales cycle, from discovery calls and demos to contract negotiation and close.
  • Build strong relationships with senior stakeholders across security, IT, and operations teams.
  • Execute strategic territory plans in collaboration with marketing, solutions engineers, and customer success teams.
  • Maintain accurate pipeline and revenue forecasts while tracking sales activity in Salesforce CRM.
  • Represent the company at industry events, conferences, and partner engagements.
  • Build and leverage relationships with regional and national channel partners to drive new business.


Requirements

  • 5–10 years of enterprise SaaS sales experience, ideally in cybersecurity, IT operations, or automation.
  • Proven ability to execute complex, multi-stakeholder enterprise sales cycles.
  • Demonstrated track record of consistently exceeding quota.
  • Strong consultative sales skills and ability to engage with C-level executives.
  • Self-motivated, results-driven, and collaborative, with high professional integrity.
  • Experience with Salesforce and modern sales engagement platforms.
  • Experience working with channel partners and partner-led sales motions.


Trident Search builds GTM teams across the U.S. for VC- and PE-backed cybersecurity vendors.


Connect with me today:

Holly Evans

Not Specified
Staffing Recruiter
Salary not disclosed

Recruiter, Temporary Accounting & Finance

Location: Tysons, VA | Hybrid (Tuesday–Thursday in office)

Employment Type: Full-Time

Reports To: Recruiting Manager

About The Alliance Group

The Alliance Group is a fast-growing, national consulting and staffing firm supporting the Office of the CFO across eight core service lines: Financial Reporting, Technical Accounting, Month-End Close, Business Transformation, Business Systems, M&A Services, Interim Support, and Executive Search, with FP&A launching soon.

Our Interim Staffing practice is a high-energy, results-driven environment where speed, persistence, and relationship-building matter. We partner closely with clients to deliver top-tier accounting and finance talent on tight timelines, and we expect our recruiters to operate with urgency, confidence, and ownership.

If you thrive in competitive environments, enjoy closing deals, and want a career where your effort directly impacts results, Alliance is the place to build your recruiting career.

Position Overview

The Recruiter, Interim Accounting & Finance is a client-facing, execution-focused role responsible for sourcing, interviewing, and placing accounting and finance professionals into temporary and interim roles. This role partners closely with Business Development leaders and clients to understand hiring needs, identify the right candidate profiles, and manage the full recruitment lifecycle from intake through offer acceptance.

This is an excellent opportunity for an early-career recruiter with 1–2 years of experience who is eager to sharpen their recruiting skills, gain exposure to accounting and finance roles, and work in a fast-paced, relationship-driven staffing environment. The ideal candidate is polished, organized, proactive, and comfortable working directly with both clients and candidates.

Key Responsibilities

Recruiting & Candidate Management

  • Partner with Business Development leaders and clients to understand hiring needs for temporary and interim accounting and finance roles.
  • Source qualified candidates using multiple channels, including LinkedIn, internal databases, referrals, and job boards.
  • Conduct phone and video interviews to assess candidate experience, skills, and alignment with client needs.
  • Review, edit, and tailor candidate resumes to ensure accuracy, clarity, and client-ready presentation.
  • Prepare and submit candidate profiles to clients, highlighting relevant experience and fit.

Client & Interview Coordination

  • Coordinate client interviews, including scheduling, preparation, and follow-up communication.
  • Serve as a professional, polished point of contact for both candidates and clients throughout the interview process.
  • Provide timely feedback to candidates and clients to keep processes moving efficiently.

Offer & Pay Rate Management

  • Negotiate pay rates in partnership with Recruiting Managers and Business Development leaders.
  • Coach candidates through the offer and acceptance process, ensuring a positive candidate experience.
  • Support onboarding logistics and placement confirmations.

Candidate Marketing & Pipeline Development

  • Actively market qualified, unplaced candidates to existing clients and internal Business Development partners.
  • Build and maintain a strong pipeline of accounting and finance talent for ongoing and future needs.
  • Maintain regular touchpoints with candidates to support redeployment and long-term relationships.

Recruiting Operations & Systems

  • Track all candidate activity, job requirements, submissions, interviews, and placements accurately in Salesforce.
  • Maintain strong data hygiene and documentation to support reporting and team collaboration.
  • Follow established recruiting processes while identifying opportunities for improvement and efficiency.

Qualifications

  • 1–2 years of recruiting experience, preferably in staffing or professional services.
  • Interest in or exposure to accounting and finance roles strongly preferred.
  • Strong verbal communication skills with a polished, client-facing presence.
  • Highly assertive personality with confidence picking up the phone and pushing conversations forward.
  • Comfortable working in a fast-paced, deadline-driven environment.
  • Experience using an ATS or CRM system; Salesforce experience is a plus.

Why Join Alliance?

  • Hands-on recruiting experience with real client exposure early in your career.
  • A collaborative team environment with strong support from Recruiting Managers and Business Development leaders.
  • Clear opportunity for growth within a growing staffing and consulting firm.
  • Hybrid work model with in-office collaboration Tuesday through Thursday in our Tysons office.
  • A professional, people-first culture that values quality, relationships, and continuous improvement.
Not Specified
Staffing & Resource Manager
Salary not disclosed

Are you a strategic thinker with a passion for talent development and resource management? Join a dynamic global consulting firm as a Staffing & Resource Manager, where you will oversee staffing operations and ensure the effective alignment of talent with business needs. This role offers the opportunity to play a critical part in employee development while driving strong results for clients. With a hybrid model and professional development opportunities, this consulting firms offers a wonderful opportunity for you!

Key Responsibilities:

  • Lead the strategic allocation of resources, balancing client demands with professional development opportunities.
  • Oversee staffing decisions, collaborating closely with leadership to ensure optimal resource deployment.
  • Maintain and enhance reporting systems, ensuring data accuracy and actionable insights.
  • Analyze and present key data and reports to support business decisions.
  • Act as a key liaison between employees and leadership, ensuring personal and professional development goals align with business needs.
  • Work cross-functionally with finance, HR, and contract teams to maintain an accurate picture of staffing capacity.
  • Facilitate onboarding and training for new employees on staffing processes, ensuring efficiency and clarity.
  • Monitor weekly time submissions and proactively identify staffing risks and opportunities.

Why You'll Love Working Here:

  • Opportunities for career and leadership development are readily available.
  • Generous paid time off and holiday offerings.
  • Ability to work and network with leaders in the industry.
  • Hybrid work model.

What We're Looking For:

  • Experienced. You have 5+ years of resource management experience, ideally in a professional services or consulting environment.
  • Tech-savvy. Proficiency in Google Workspace and Microsoft Office; Salesforce experience is a plus!
  • Strategic thinker. You balance multiple priorities while optimizing efficiency and employee engagement.
  • Strong communicator. You excel at building relationships, coaching employees, and presenting insights to leadership.
  • Detail-oriented. You thrive in an organized environment and can analyze complex data to inform decisions.
  • Proactive and adaptable. You anticipate challenges and are ready to pivot in a fast-paced setting.

Essential to Hawthorne Lane's success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

Not Specified
Senior Sales Executive
🏢 FindLaw
Salary not disclosed
Rockville, MD 1 week ago

Description

FindLaw is the leading provider of online legal marketing services, widely recognized and trusted by legal professionals, consumers, and businesses. We empower our audience with comprehensive legal resources through our public and private online portals and FindLaw publications. Our platforms offer engaging, relevant, and credible legal information, personalized tools, and access to professional legal communities.


Our mission is to help attorneys and law firms grow their practices confidently, providing proven services that increase awareness, improve reputation management and ultimately drive case volumes across many different practice areas.


Our network of solutions include , , , , Super Lawyers print publication and many other digital solutions.


Sr. Sales Executive Job Description:


Are you passionate about the chance to bring your sales experience to a world class company that is market leading for both content and technology? Does hearing that we are completely committed to organic growth and that we have extensive investments to expand our sales capability excite you? Do you have previous experience driving sales and revenue growth within a specific territory? Are you motivated by uncapped commissions? We are looking for you!

What You’ll Do: As a Sr. Sales Executive you will be responsible for developing and growing new customer accounts in the legal community within an assigned territory. Each territory consists of a large base of small-mid law firms. You will utilize your prospecting and consultative selling skills, high energy and initiative to identify opportunities to provide FindLaw web-based marketing and advertising solutions. You will also be responsible to partner with our internal Account Management team related to the post-sales satisfaction and retention of existing FindLaw customers.


About the Role:

  • Responsible for the attainment of sales targets and quota on a monthly basis in assigned territory.
  • Consult with the client regarding web-based marketing strategies and solutions that will meet their business needs and will improve their ability to generate business.
  • Strategically grow a customer base through prospecting and cold calling.
  • Technical aptitude (MS Office, internet applications, ).
  • Collaborate with internal stakeholders regarding existing and new clients to identify and resolve client concerns; establish and maintain current and potential client relationships.


About You:

Experience:

  • 4-year college degree or equivalent experience.
  • Experience in outside sales in a professional B2B environment.
  • Proven track record of sales success, fast growth and consistently achieving performance at 100%+.
  • Previous sales experience in online/advertising environment a plus.


Knowledge & Skills:

  • Working knowledge of sales process, methods and techniques.
  • Strong Interpersonal skills, ability to interpret marketplace needs and translate them into products and/or services.
  • Proven organization skills, effective time management skills and ability to work independentl


Travel:

  • Ability to be actively in the field on most business days with some overnight travel based on territory to various client sites.


What’s in it For You?


What’s in it For You?:

At FindLaw, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:

  • Innovative Culture: Embracing the "IB Way," the company fosters a culture that encourages rapid experimentation, flexibility, collaboration, and a relentless focus on developing winning strategies.
  • Professional Growth: Internet Brands emphasizes internal growth, providing employees with opportunities for personal and professional development.
  • Comprehensive Benefits: Employees enjoy a range of benefits, including medical, dental, and vision insurance, life insurance, disability coverage, flexible spending accounts, paid holidays, casual dress code, 401(k) plan, and paid time off (PTO).
  • Work-Life Balance: The company promotes a healthy work-life balance, allowing employees to maintain personal well-being alongside professional responsibilities.
  • Collaborative Environment: With a focus on flexibility and collaboration, Internet Brands creates an atmosphere where teamwork and open communication are valued.
  • Global Presence: Operating in over 30 office locations worldwide, the company offers diverse opportunities across various regions.
  • Stability and Innovation: Combining the innovation of a start-up with the stability and profitability of an established corporation, Internet Brands provides a unique and secure working environment.
  • Industry-Leading Expertise: Internet Brands excels in a variety of verticals, including healthcare, legal, automotive, and home services, leveraging deep industry knowledge to create innovative and impactful solutions for clients and consumers alike.
  • Compensation: $75,000 base + with uncapped commission, averaging $80,000-$150,00. At quota, our top earners are at almost $200K OTE.


In addition to our awesome culture, we offer a comprehensive benefits package designed to support the health and well-being of you and your family. Our benefits include health insurance options such as medical, dental, and vision coverage, flexible spending accounts (FSA) for medical and dependent care, short-term and long-term disability insurance, and life and AD&D insurance. We also provide a 401(k) retirement savings plan with a company match, paid time off (PTO), paid holidays, commuter benefits as well as access to our Employee Assistance Program (EAP) and well-being coaching services. In addition, employees can take advantage of voluntary benefits such as home, auto and pet insurance, and discounted legal and financial services. For more details, feel free to inquire during the interview process.


Internet Brands®, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's properties and platforms include the WebMD, Medscape, and Henry Schein ONE networks, which are the global leaders in their markets; Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal market; and CarsDirect, Fodor's Travel, and many others which are leaders in their key vertical markets. Internet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. The company's powerful, proprietary operating platform provides the flexibility and scalability to fuel the company's continued growth. Internet Brands is a portfolio company of KKR and Warburg Pincus.


Internet Brands and its wholly owned affiliates are an equal opportunity employer. Internet Brands will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).

Not Specified
Executive Assistant to the Director of Executive Benefits
Salary not disclosed
McLean, VA 1 week ago

Location:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

The Opportunity

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

Executive & Administrative Support
  • Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
  • Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
  • Handle confidential information with the utmost integrity and discretion
  • Monitor deadlines and ensure timely completion of tasks and projects
  • Manage CRM data entry, auditing, and task tracking with accuracy and consistency
Client & Advisor Coordination
  • Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
  • Prepare materials for client meetings including paperwork, presentations, and supporting documentation
  • Serve as a "concierge" liaison between advisors, internal teams, and external partners
  • Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
  • Support point-of-sale activities and post-sale relationship nurturing
Planning & Analysis Support (preferred, not required) 
  • Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
  • Create net worth statements and input retirement planning data into planning software
  • Summarize key components of life insurance, annuity, disability, and long-term care policies
  • Support illustration and case design processes using industry software
  • Conduct research and synthesize data to support strategic recommendations
Required Qualifications
  • 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
  • Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
  • Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
  • Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
  • Outstanding written and verbal communication skills
  • High level of discretion, confidentiality, and professional judgment
  • Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
  • Team-first mentality with a collaborative, supportive approach
Preferred Qualifications
  • Experience in financial services, insurance, or executive benefits industry
  • Familiarity with CRM systems (Salesforce preferred) and document management tools
  • Working knowledge of financial planning software a plus
  • Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
  • Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
  • Experience with virtual meeting platforms (Zoom, MS Teams)
What We Offer
  • Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
  • Hybrid work environment with flexibility and work-life balance
  • Exposure to sophisticated financial planning and executive benefits strategies
  • Clear pathways for professional growth and career advancement
  • A collaborative, supportive culture recognized as a "best place to work"
  • Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65, $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

 

 

Not Specified
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