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Altix Consulting is supporting VILPE USA for the recruitment of this position.
Account Executive, Smart Building Solutions
Location: VILPE USA HQ / Mason Ohio / Greater Cincinnati region
Reports to: CEO
Type: Full-time, individual contributor (no people leadership required)
Overview:
VILPE USA is launching and scaling in the U.S. market, bringing proven Finnish building technology to commercial roofing and smart buildings. Our IoT-enabled roof monitoring solution (“Sense”) helps facilities teams reduce risk, catch issues earlier, and turn roof maintenance into a more predictable, measurable program.
We’re building a high-output sales team focused on winning real accounts fast this role is for someone who likes being in the field, opening doors, and closing business.
About VILPE USA
Innovating the Future of Roofing and Building Technology
VILPE is a family-owned Finnish technology company that has built a strong reputation across Europe as an innovation leader in roof ventilation and building moisture management. Our solutions set a high standard for energy efficiency, sustainability, and long-term building performance.
Now, VILPE is launching its U.S. operations - with an ambitious goal to grow to $30 million in revenue by 2030. We will bring VILPE’s proven European technology and digital solutions to the American commercial roofing and smart building markets.
At VILPE, we combine Finnish engineering excellence with a forward-thinking, customer-first culture. We value clarity, integrity, and initiative - and we empower people to build and shape success.
Why Join VILPE USA?
- Join a fast-scaling international company at the ground floor of its U.S. growth journey.
- Be part of a high-trust, entrepreneurial culture that values initiative and ownership.
- Work directly with cutting-edge smart building technologies that are redefining an entire industry.
- Contribute to a bold and clear mission: build a $30M U.S. business by 2030
- VILPE USA will enjoy a lot of local decision autonomy in leading the US market expansion.
Role - Account Executive, Smart Building Solutions
As an Account Executive for Smart Building Solutions, you’ll own a pipeline of target accounts and drive new customer acquisition in facilities and portfolio environments (owners/operators, FM providers, data center operators, and adjacent ecosystems). You’ll sell consultatively—often starting with a pilot and expanding into broader rollouts across sites.
Key Responsibilities:
- Prospect and build pipeline within target segments (roofing contractors, facilities management, portfolio owners/operators, data centers, commercial/industrial buildings).
- Run the full sales cycle: outreach → discovery → pilot scope → proposal → close → expansion.
- Sell outcomes, not features (risk reduction, preventive maintenance visibility, faster response, fewer surprises, better planning).
- Coordinate pilots with internal technical resources and customer stakeholders; convert pilots into repeatable multi-site rollouts.
- Build relationships with key influencers: facility directors, maintenance teams, asset managers, construction/retrofit stakeholders, and procurement.
- Work the partner ecosystem where relevant (roofing contractors, service providers, integrators, consultants) to accelerate adoption.
- Maintain strong CRM hygiene (pipeline stages, notes, next steps) and provide Monthly forecasts and updates.
- Gather field feedback to improve messaging and playbooks - early-stage company means your input matters!
Ideal Candidate Profile:
- 3–5+ years of B2B sales, business development, or account management experience
- Direct or adjacent exposure to at least one of:
- Commercial roofing
- Retail/Hospitality construction
- Life sciences/Government construction
- Facilities management
- Data center construction/operations
- Industrial/commercial construction
- Demonstrated ability to open new accounts (not just farm existing relationships).
- Strong discovery skills and comfort running customer conversations with multiple stakeholders.
- Comfortable working with tools (CRM, productivity tools)
- Willingness to travel domestically as needed (often 30–60)%, depending on territory and projects).
- Experience with building systems / workflows: CMMS, BMS/BAS, work order processes, service programs, or monitoring/IoT solutions.
- Familiarity with roofing/asset condition assessments, leak response, or building envelope discussions.
- Industry associations exposure (e.g. IIBEC).
Compensation and benefits:
- Competitive and attractive compensation package
- Fixed salary and variable compensation based on targets & achievement
- Attractive benefits (medical/dental/vision, 401k, PTO, …)
- Additional non-traditional health / wellness / mental health
- Great company & work environment – continuous learning and education
- Growth opportunities and international business environment
- Employee and customer centric culture.
Training and Onboarding:
A comprehensive training and specific on-boarding program will be available.
If your level of ambition meets ours, we want to meet you!
We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.
As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.
At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.
Location: Atlanta (Hybrid)/US (remote)
What You’ll Do
As our Sales Representative, you’ll be on the front lines driving our growth:
- Prospect, pitch, and close deals for our AI technology solution such as our chatbot
- Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
- Represent Commercient at meetings, demos, and events across the US
- Gather insights from the market to help shape our product and sales strategy
- Hit and exceed sales targets while growing your career in a fast-moving company
- Travel to several conferences per year in the US
Who You Are
- Sales hunter with a passion for building relationships and closing deals
- Energetic, ambitious, and motivated by results
- AI enthusiast who likes to learn about AI and stays current with the trends
- Comfortable meeting clients and thriving in a dynamic, less-structured environment
- Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
- 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
- Familiarity with Salesforce, HubSpot, or ERP ecosystems
- Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
- Consultative, high-EQ selling style with technical curiosity
- Comfortable engaging at C-level and VP-level
- Self-starter with strong pipeline discipline and storytelling ability
- Excited about shaping a next-generation AI sales motion
- Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
- Comfortable working independently in a remote team environment
- Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.
Not for you if: you dislike rejection or ambitious goals.
Why Join Us?
- Be a key player in our expansion — your impact is direct and visible
- Work closely with founders and an international team
- Learn and grow in a tech-driven, fast-moving environment
- We have an engaging, collaborative culture focused on succeeding together
Compensation & Perks
- Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
- Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
- Comprehensive Benefits Package
- 401k program with generous company match
- PTO
- Hybrid role based in Atlanta, GA with fully remote option for US-based candidates
About Commercient
Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.
Why Work With Us
- Work remotely with a diverse, supportive, and fun global team
- Be part of an innovative company that embraces cutting-edge technology
- Enjoy learning and development opportunities to grow your career
- Flexible work-life balance and an environment where ideas thrive
Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.
Remote working/work at home options are available for this role.
Senior Business Analyst – Professional Services
(Enterprise Digital Enablement Program)
Location: New York City (Hybrid: in-person + remote days)
Type: Full-Time
We’re looking for a Senior Business Analyst to support large-scale digital transformation and SaaS implementation projects. You’ll work closely with business stakeholders, product teams, and technical squads to translate business goals into clear requirements, workflows, user stories, and solution designs.
This role is perfect for someone who thrives in fast-paced environments, loves bringing clarity to complexity, and has strong experience across enterprise programs.
• Lead discovery sessions with business owners, SMEs, and end-users to gather requirements.
• Analyze business processes, pain points, and operational workflows to identify improvements.
• Translate business needs into detailed functional specifications, user stories, and acceptance criteria.
• Map current-state and future-state processes and create the documentation that supports them.
• Ensure traceability between business requirements, functional specifications, and delivery tasks.
Solution Design & Delivery Support• Work with product managers, architects, and developers to shape feasible, scalable solutions.
• Clarify requirements during design and build; remove ambiguity and ensure alignment.
• Participate in sprint planning, backlog prioritization, and refinement ceremonies.
• Review functional deliverables, test scenarios, and validate that solutions meet requirements.
• Support UAT planning, test execution, defect validation, and readiness sign-off.
Stakeholder Alignment• Serve as a bridge between business teams and technical teams, ensuring smooth communication.
• Build strong relationships with leaders, champions, and operational teams.
• Facilitate workshops, demos, and review sessions with cross-functional stakeholders.
• Prepare clear documentation, diagrams, and presentations tailored for executive or operational audiences.
Data, KPIs & Insights• Analyze data to validate assumptions, identify gaps, and refine business requirements.
• Define KPIs and success metrics that align with business goals.
• Support reporting and dashboards by specifying data needs and validation rules.
Project Support• Contribute to roadmap planning and dependency assessment.
• Help ensure timelines, scope, and quality standards are respected.
• Flag risks, issues, and design decisions early and clearly.
• Maintain and structure the functional backlog, including prioritization and documentation.
Collaboration with Project Management• Work under the direction of the PM/Proxy Product Owner to align delivery priorities, sprint scope, and backlog sequencing with project timelines and client commitments.
• Partner with the PM/Proxy PO during solution design reviews to validate feasibility, assess impact, and flag risks or dependencies early in the process.
• Support the PM/Proxy PO in specification review and validation cycles, ensuring JIRA user stories comply with specification templates and are delivery-ready.
• Coordinate with the PM/Proxy PO on client-facing specification validation sessions, ensuring alignment between technical architecture, KPI logic, and final UI/UX.
• Provide the PM/Proxy PO with clear, timely inputs on sprint readiness, effort estimation, and delivery risks to enable informed planning decisions.
• Collaborate with the PM/Proxy PO and delivery leads on go-live readiness, production release validation, and post-deployment support coordination.
Functional Configuration & Platform Setup• Execute functional configurations within the platform based on validated specifications and user stories.
• Configure workflows, business rules, KPI logic, gamification parameters, and user-facing experiences aligned with the solution design.
• Collaborate with Data Integrators and TAMs during the technical and functional implementation phase to ensure delivery quality and completeness.
• Own the end-to-end functional setup of delivery packages, ensuring configurations match approved specifications before moving to QA.
Quality Assurance & Delivery Validation• Lead internal QA/UAT cycles by cross-validating delivery outputs against functional specifications and acceptance criteria.
• Perform peer-review QA on user stories delivered by other Business Analysts to ensure compliance, consistency, and production readiness.
• Define and execute test scenarios, validate defect resolution, and document QA outcomes for internal and client sign-off.
• Support client UAT execution by coordinating test plans, facilitating validation sessions, and ensuring delivery compliance with client expectations.
• Ensure production-readiness of delivery packages before go-live, partnering with the PM/Proxy PO and delivery leads on release validation.
• 5–8+ years of experience as a Business Analyst in consulting, SaaS, digital transformation, or enterprise programs.
• Strong experience gathering and documenting business requirements.
• Demonstrated ability to analyze complex processes and translate them into clear specifications.
• Experience working in Agile or hybrid delivery environments.
• Comfortable facilitating workshops and presenting to diverse stakeholders.
• Excellent clarity in writing requirements, diagrams, and functional documentation.
• Strong analytical mindset with the ability to make data-driven recommendations.
Preferred• Experience with CRM (Salesforce, Dynamics, or ServiceNow) or SaaS platforms.
• Experience in large transformation programs with multiple business units.
• Familiarity with KPIs, reporting, dashboards, or data workflows.
• Exposure to change management, enablement, or user adoption initiatives.
• Hands-on experience with functional configuration of SaaS platforms, including workflow setup, business rules, and UI/UX parameterization.
• Experience owning QA/UAT processes, including test planning, defect tracking, and production readiness validation in enterprise delivery environments.
• Requirements are crystal clear and enable smooth delivery.
• Stakeholders feel aligned, supported, and understood.
• Technical teams receive high-quality inputs and guidance.
• Solutions meet business expectations without unnecessary rework.
• Documentation, backlog, and processes are structured, consistent, and reliable.
• Functional configurations are accurate, thoroughly tested, and production-ready with minimal rework cycles.
- QA processes are rigorous, and delivery passes internal and client validation with high confidence.
Job Description: SAP GTS Functional Analyst/ Solution Architect
Austin, TX-Hybrid
Key Responsibilities:
- Analyze business requirements, convert requirements to functional and technical specifications, design cross functional solutions to meet complex business requirements and participate in new technology evaluations
- Perform and document software application configuration and/or coding, prepare and execute testing (unit, integration, performance, acceptance) and data conversions using standard tools and follow established processes and guidelines.
Functional Knowledge
- Demonstrate conceptual and practical expertise in own discipline and basic knowledge of related disciplines
- Business Expertise
- Has knowledge of best practices and how one area integrates with others.
Problem Solving
- Solve complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information
- Interpersonal Skills
- Explain difficult or sensitive information and work to build consensus
Education and Experience
Must Have
- 6-8 years SAP configuration experience in Sales and Distribution (SD) and Global trade services (GTS) minimum, including 2-3 full life cycle implementations
- Experience with the design of enhancements and continuous improvement projects involving Global trade services (GTS) – Compliance Management (Sanctioned Party Lists, Embargo, Legal Control) and Customs Management and integration points with SAP ERP.
- Solid knowledge of Global trade services (GTS) customs Declaration document and associated forms like commercial invoice.
- Experience using US Automated export system (AES) filing using Global trade services (GTS) and filing through Broker Interface.
- Experience to perform configuration and enhancements in Sales and distribution (SD) Billing, Pricing and billing copy control in SAP ECC.
- Knowledge in all areas of the Order to Cash process: sales order configuration, pricing, delivery processing and warehouse management.
- Experience promoting changes to Production and associated methodology, including writing and executing test plans
- Analytical team player, able to learn quickly, can prioritize and multi-task
- Strong English verbal and written skills
- Strong organizational skills and eagerness to drive deliverables to closure
- Self-starter and proactive, including managing deliverables, able to work independently, understanding timelines and deadlines with minimal guidance
- Ability to present & articulate functional solutions.
Mohd Abid Rafie
Next Level Business Services, Inc.
E-mail:
Join us to do the best work of your career and make a profound social impact as a Technical Product Manager – AI ISV Partner Program (HealthCare) on our AI Solutions and Ecosystem team at Dell Technologies located in Hopkinton, MA or Austin/Round Rock, TX
What You’ll Achieve
As a Technical Product Manager for the AI ISV Partner Program – HealthCare , you will own the strategy, evolution, and execution of Dell’s AI ecosystem for financial services and HealthCare customers. This role blends deep industry domain knowledge, AI platform strategy, and partner ecosystem leadership.
You will define and prioritize AI use cases across the HealthCare landscape, identify ecosystem gaps, guide ISV partner strategy, and serve as a trusted technical and business interface to HealthCare customers. Your work will directly shape how Dell enables AI adoption across banks, payment providers, insurers, capital markets, and emerging HealthCare innovators.
You Will:
Establish Dell’s vision for enabling HealthCare or medical services customers with AI across regulated and high‑scale environments
Own and prioritize HealthCare and medical services AI use‑case and workloads spanning fraud, risk, payments, capital markets, and GenAI use cases
Identify portfolio gaps and guide HealthCare and medical services ISV partner strategy, including prioritization, onboarding, and ecosystem investments
Engage directly with HealthCare and medical services customers, translating business and regulatory needs into actionable priorities
Track industry and regulatory trends to identify new opportunities and keep Dell’s Healthcare AI ecosystem ahead of market demand
Lead cross‑functionally for execution across engineering, solutions, partner enablement, validation, and GTM teams
Take the First Step Toward Your Dream Career
Every Dell Technologies team member brings something unique to the table. Here’s what we’re looking for with this role:
Essential Requirements
8+ years of experience in technical product management, AI platforms, or ecosystem strategy, with significant HealthCare or medical services experience
Strong understanding of how medical institutions and HealthCare companies operate, including regulatory, risk, and scalability considerations
Deep knowledge of AI/ML workloads and architectures used in financial services.
Proven experience defining use case frameworks, portfolio strategy, and partner ecosystems
Demonstrated ability to engage directly with customers at a technical and business level.
Excellent communication and executive level presentation skills
Desirable Requirements
Bachelor’s degree in Computer Science, Engineering, Finance, or related field; advanced degree preferred. Experience shaping AI solutions for highly regulated industries
Experience working with HealthCare ISVs, financial data platforms, or regulated enterprise software ecosystems, Dell AI platforms or comparable AI infrastructure ecosystems (NVIDIA, hyperscalers, enterprise data platforms)
Compensation
Dell is committed to fair and equitable compensation practices. The salary range for this position is $156,400.00 - $202,400.00
Benefits and Perks of working at Dell Technologies
Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member — right now at
Who we are
We believe that each of us has the power to make an impact. That’s why we put our team members at the center of everything we do. If you’re looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we’re looking for you.
Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us.
Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here .
Job ID: R285490
Join us to do the best work of your career and make a profound social impact as a Senior Technical Product Manager – AI ISV Partner Program (FinTech) on our AI Solutions and Ecosystem team at Dell Technologies, located in Hopkinton, MA or Austin/Round Rock TX
What You’ll Achieve
As a Senior Technical Product Manager for the AI ISV Partner Program – FinTech , you will own the strategy, evolution, and execution of Dell’s AI ecosystem for financial services and FinTech customers. This role blends deep industry domain knowledge , AI platform strategy , and partner ecosystem leadership .
You will define and prioritize AI use cases across the FinTech landscape, identify ecosystem gaps, guide ISV partner strategy, and serve as a trusted technical and business interface to FinTech customers . Your work will directly shape how Dell enables AI adoption across banks, payment providers, insurers, capital markets, and emerging FinTech innovators.
You Will:
Establish Dell’s vision for enabling financial services customers with AI across regulated and high‑scale environments
Own and prioritize FinTech AI use ‑ case and workloads spanning fraud, risk, payments, capital markets, and GenAI use cases
Identify portfolio gaps and guide FinTech ISV partner strategy , including prioritization, onboarding, and ecosystem investments
Engage directly with FinTech and financial services customers , translating business and regulatory needs into actionable priorities
Track industry and regulatory trends to identify new opportunities and keep Dell’s FinTech AI ecosystem ahead of market demand
Lead cross‑functional for execution across engineering, solutions, partner enablement, validation, and GTM teams
Take the First Step Toward Your Dream Career
Every Dell Technologies team member brings something unique to the table. Here’s what we’re looking for with this role:
Essential Requirements
8+ years of experience in technical product management, AI platforms, or ecosystem strategy , with significant FinTech or financial services experience
Strong understanding of how financial institutions and FinTech companies operate , including regulatory, risk, and scalability considerations
Deep knowledge of AI/ML workloads and architectures used in financial services
Proven experience defining use case frameworks, portfolio strategy, and partner ecosystems
Demonstrated ability to engage directly with customers at a technical and business level
Excellent communication and executive level presentation skills
Desirable Requirements
Bachelor’s degree in Computer Science, Engineering, Finance, or related field; advanced degree preferred. Experience shaping AI solutions for highly regulated industries
Experience working with FinTech ISVs , financial data platforms, or regulated enterprise software ecosystems, Dell AI platforms or comparable AI infrastructure ecosystems (NVIDIA, hyperscalers, enterprise data platforms)
Compensation
Dell is committed to fair and equitable compensation practices. The salary range for this position is $186,150.00 - $240,900.00
Benefits and Perks of working at Dell Technologies
Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member — right now at
Who we are
We believe that each of us has the power to make an impact. That’s why we put our team members at the center of everything we do. If you’re looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we’re looking for you.
Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us.
Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here.
Job ID: R285491
This role requires a visionary architect with deep technical mastery of ArcGIS Enterprise, the ArcFM Solution Suite, DXI, and enterprise integration patterns who can align complex geospatial ecosystems with executive business objectives.
The ideal candidate blends strategic leadership with hands-on architectural expertise and excels at guiding enterprise utilities through modernization of mission-critical IT/OT geospatial systems.
Key Responsibilities Enterprise GIS Strategy & Architecture Define and lead enterprise-wide GIS architecture strategy across multi-commodity utilities (Electric, Gas, Steam).
Architect, modernize, and optimize large-scale GIS environments, including:ArcGIS Enterprise (Pro, Server, Portal, SDE Geodatabases) ArcFM Solution Suite (Desktop, Designer, Mobile, Web, Responder/OMS) Oversee technical delivery of ongoing projects, enhancements, and modernization workstreams.
Conduct architecture assessments, solution reviews, and high-impact consulting engagements.
Lead and facilitate multi-team design workshops, roadmap sessions, and governance forums.
Data & Integration Architecture Drive enterprise data modeling efforts (including Utility Network (UN) migration strategies).
Design and implement integration patterns across mission-critical IT/OT systems (OMS, SAP, Maximo, CIS, SCADA).
Perform ArcFM health checks, performance tuning, and architecture optimization.
Evaluate and refine existing GIS/core system functionality; prioritize and groom technical backlogs.
Develop business process models and improve operational workflows.
Program & Delivery Leadership Lead Utility Network and ArcFM modernization programs from assessment through implementation.
Create scalable, reusable integration frameworks and architectural standards.
Translate highly technical concepts into clear, concise executive-level narratives.
Guide phased deployment strategies across multiple regions and business units.
Provide technical governance, roadmap oversight, and alignment with enterprise strategy.
Mentor engineering teams and support cross-functional decision-making.
Operational & Technical Execution Support on-premise and hybrid environments: troubleshooting, diagnostics, and performance engineering.
Develop Requests for Proposal (RFPs) for large-scale implementations and migration programs.
Ensure architectural consistency, compliance, and long-term maintainability across solutions.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
* Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
* Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
* Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
* products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
* Serves as a resource to less experienced team members on escalated issues of a routine nature.
* Guides and influences less experienced team members.
Work Hours:
* Monday - Friday / 7:30am - 7:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* 2 years of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in or leading teams
* Successful completion of a job-related assessment may be required
What sets you apart:
* 4+ years experience working in Sales with life insurance
* 1+ years experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.