Personal Financial Advisors

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access
Must be flexible to work variable shifts between Monday – Friday, 8:30am – 6:30pm EST; 40 hours per week

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience​

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Required skills:

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:

Bilingual Spanish Preferred.
Strong computer skills with an ability to multitask in a demanding environment.
A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

WM, a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects.

**I. Job Summary**

The Inside Account Executive is responsible for proactive maintenance and revenue growth of current WM customers within a book of business, ensuring that all assigned customers have signed service agreements, in initial term and on file.

**_This position is remote however will require the employee to reside in the greater Phoenix metro area based on business need_**

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform all essential duties confidently. Additional minor duties may be assigned as needed.

+ Increase account penetration with strategic product sales

+ Communicate proactively with all customers quarterly, to strengthen and expand relationships

+ Persuade current customers to sign written agreements by providing ongoing education of contract details and use of strong negotiation skills

+ Update and renew customer service agreements

+ Resolve service escalations within the defined territory

+ Generate revenue growth by utilizing consultative selling skills in conjunction with value propositions

+ Communicate rates, fees and service strategies with conviction

+ Understand and use customer incentives and concessions within appropriate profit targets and level of authority

+ Establish and maintain a high level of customer satisfaction

+ Communicate and collaborate with the Inside Sales Manager to resolve customer issues

+ Align WM products and services with customer needs

+ Engage additional WM business opportunities - referring internally as appropriate

+ Use WM sales productivity software tools accurately and consistently (i.e. Customer Relationship Management and pricing tools)

+ Propose customer solutions that are compliant with appropriate local, state and federal regulations

**III. Supervisory Responsibilities**

This job requires no supervisory duties

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.

A. Education and Experience

Education: High school diploma or GED (accredited)

Experience: Three (3) years experience in non-consumer based industry sales.

B. Certificates, Licenses, Registrations or Other Requirements

None required

C. Core Competencies Required

+ Successful relationship building - external and internal

+ Confident and professional communications

+ Sound decision making

+ Strategic thinking

+ Computer hardware and software proficiency

+ Consistent goal and target attainment

+ Strong problem resolution

+ Complete product and service knowledge

+ Time management

+ Professional and ethical behavior

**V. Work Environment**

Listed below are the key environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) part of the work day;

+ Required to exert physical effort in handling objects less than 30 pounds rarely;

+ Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely;

+ Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;

+ Normal setting for this job is an office setting.

The expected base pay range for this position across the U.S. is $19.70 - $26.45. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. In addition, this position is eligible for incentive pay.

**Benefits**

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click "Apply.-

Equal Opportunity Employer: Minority/Female/Disability/Veteran

Program Financial Analyst II (4430)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a **Financial Analyst** to independently delivers services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They lead and administer the financial management of a TDL(s) under a large contract. They are responsible for all the financial activities in support of that TDL. They are members of the program management team and work with the Sr. Financial Analyst and the Program Manager in meeting the overall contract goals and objectives. They interface with TDL Project Manager, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They oversee and direct work assignments of Jr. Financial Analyst who support their TDL but will not serve as a career manager.

**Essential Duties and Responsibilities** **:**

+ Lead the development of the TDL, or small contract, cost, schedule and funding planning, reporting, monitoring, and analysis support to the TDL Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead TDL Project set up in compliance with contractual terms, conditions and requirements.

+ Lead the development of the TDL, or small contract, cost, schedule and funding planning, reporting, monitoring, and analysis support to the TDL Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead TDL project set up in compliance with contractual terms, conditions and requirements.

+ Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

+ Prepare TDL Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

+ Identify TDL Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.

+ Monitor TDL and manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.

+ Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

+ Prepare accurate and complete TDL variance analysis and reporting.

+ Monitor TDL funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.

+ Support accounts receivable as required during the billing processing (i.e. Review TDL edit file and ensure cost that will be billed are accurate and allowable against the TDL).

+ Ability to build relationships across functional teams and internal Business Partners.

+ Possession of excellent oral and written communication skills.

+ Possession of excellent data management, problem solving and critical thinking skills.

+ Possession of excellent organization skills.

**Required Skills:**

+ Clearance Requirement: Must be able to obtain a clearance if a program requires it

+ Knowledge of all contract types (CP, T&M, FFP).

+ 5 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis, and reconciliation of estimations verses actuals or 4 years' experience with related degree.

+ Experience and Knowledge with Joint Travel Regulations (JTR) rules and guidelines.

+ Experience with Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint

+ Collect and analyze data from multiple sources and identify, research, and solve financial problems and program risks.

+ Manage and direct work assignments of junior staff. Prioritize workload in a fast-paced environment and handle a high volume of work.

+ BA or BS Degree is desired.

**Highly Desirable Skills:**

+ 4-5 years of experience in an office setting

+ BA or BS Degree is desired

**US citizenship required for work under DOD contract**

**Application deadline: July 11, 2025**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$66,600—$88,800 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is an Equal Opportunity employer including disabilities and veterans.

Selected applicant may be subject to a background investigation and/or education verification.

Primarily support the Finance Director and General Manager. This position is responsible for analyzing program performance to budget and forecast, supporting programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering.

+ Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

+ Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

+ Conducting ad-hoc analysis for strategic and operational initiatives.

+ Strong partnership with functional managers in accounting and finance, operations, supply chain, program management, pricing, and contracts to develop monthly forecasts and budgets.

+ Learning mindset and application of FBS (Fortive Business System) for continuous improvements.

+ Bias for action to proactively identify risks and opportunities.

+ Effective communication of data driven recommendations to move the business forward

**Qualifications**

+ Strong Excel and financial modeling or data analytics skills.

+ Ability to build strong relationships in a team environment.

+ Bias for action.

+ Intellectual curiosity and learning agility.

+ Motivation for continuous improvements.

+ Strong analytical and problem-solving skills

+ Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

+ Government accounting and GAAP knowledge are preferred.

**Education and Experience:**

+ Bachelor’s degree in Accounting, Finance, Economics or similar fields.

+ 3 - 5 years of FP&A or financial analyst experience.

+ Manufacturing industry experience preferred.

**Ralliant Corporation Overview**

Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we’re building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.

We Are an Equal Opportunity Employer

Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.Ralliant.com/inclusion-diversity

We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position in local currency is 71100.00 - 132100.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

The role of the Sr. Financial Analyst is to primarily support the FP&A Director and the CFO, including partnership opportunities with business leaders. This position provides opportunities for growth, learning and benefitting others.

**Job Responsibilities:**

• Assisting the consolidation and communication of the operating company’s financial performance, plan, and targets to various levels of the organization

• Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as the need arises

• Conducting ad-hoc analysis for strategic and operational initiatives

• Working with the functional managers and site-level financial teams to develop monthly forecast and annual budget

• Partnering with business leaders on strategic planning and key initiatives

• Learning as needed and applying FBS (Fortive Business System) for continuous improvements

**Qualifications**

• Bachelor’s Degree in Accounting/Finance/Economics or similar field

• Prior experience in problem-solving

• Strong Excel, financial modeling and data analytics skills

U.S. citizenship required due to ITAR and IAR compliance.

**Preferred requirements**

• MBA with finance concentration

• Greater than 5 years of FP&A or financial analysis experience

• Experience with manufacturing operations and working capital management

• Government accounting knowledge

**The successful candidate will also be able to demonstrate the following:**

• Ability to build positive relationships in a team environment

• Strong eye for business

• Intellectual curiosity

• Motivation for continuous improvements

• Excellent verbal and written communication skills

• Strong analytical and problem-solving skills

• Attention to detail to ensure accuracy in business results reporting, forecasting, and planning

• Proven understanding of GAAP

• Basic understanding of database structure and data-mining

\#LI-JW1

**Ralliant Corporation Overview**

Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we’re building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.

We Are an Equal Opportunity Employer

Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.Ralliant.com/inclusion-diversity

We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position in local currency is 86100.00 - 159900.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

**Company :**

enGen

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Communicate effectively. Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with Management as to project status and completion deadlines.

+ Perform financial and business related analysis.

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**EDUCATION**

**Required**

+ Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

**Preferred**

+ None

**EXPERIENCE**

**Required**

+ 5 - 10 years of relevant, progressive experience in Accounting and/or Finance

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ None

**LICENSES or CERTIFICATIONS**

**Required**

+ None

**Preferred**

+ None

**SKILLS**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team.

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Never

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$57,700.00

**Pay Range Maximum:**

$107,800.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J266441

Gordian is the leading provider of Building Intelligence™ Solutions, delivering unrivaled insights, robust technology and comprehensive expertise that fuel customers’ success during every phase of the building lifecycle. Gordian created Job Order Contracting (JOC) and the industry standard RSMeans Data. We empower organizations to optimize capital investments, improve project performance and minimize long-term operating expenses.

The Enterprise Account Executive will focus on client acquisition and revenue growth with municipalities, county governments, k-12 school districts, and other SLED markets.

Working with Business Development Representatives and other internal resources, Enterprise Account Executives actively drive and manage the sales engagement through a complex buying cycle, from prospecting through closing. Enterprise Sales Executives must be able to prospect, qualify, and define customer requirements. They are expected to effectively articulate Gordian’s value proposition for various solution features and benefits and recommend appropriate solutions to customer stakeholders.

**Responsibilities:**

+ Achieve sales quotas for bookings, revenue, pipeline growth and other related activity metrics.

+ Position Gordian as a leader in our business, offering unique, value-added products and services.

+ Engage in face-to-face selling activities with prospective and current customers across the SLED market.

+ Effectively manage complex deals with prospective and current customer including management of relationships to drive maximum impact across a multi-state territory.

+ Develop and define territory plan, prospecting strategies, deal plans, and client action plans within assigned territory.

+ Coordinate with Business Development Representative team to create effective target lists and territory strategy.

+ Identify, qualify, pursue, and close net new opportunities for customers, pulling in resources as needed.

+ Coordinate with operational and sales support groups to ensure successful implementation and delivery of solution.

+ Identify cross-sell opportunities and engage appropriate overlay resources.

+ Generate new accounts and revenue streams while reaching annual sales revenue goals.

+ Sell to multiple levels of decision-makers.

+ Schedule face-to-face contact with current or prospective buyers daily.

+ Stay current on market conditions, needs and competitor strategies, goals, and approaches.

+ Maintain pipeline opportunities and log all activity in the designated customer relationship management (CRM) system Salesforce.com.

+ Develop and maintain an expert level of knowledge of company solutions and competition in the market.

+ Utilize FBS (Fortive Business Systems) tools and practices.

+ Participate in ongoing training to increase professional growth and job effectiveness.

**Qualifications:**

+ Bachelor’s degree or equivalent work experience.

+ Minimum of 3-5 years experience selling technology, information services or business services solutions to the SLED or Government Sales market and managing the public procurement process.

+ Experience navigating complex deals and relationships, with impact for county or municipal implementation.

+ Demonstrated ability to meet or exceed a sales quota, along with consistent track record of developing new business and managing sales cycle from generating leads through closing.

+ Execute outbound campaigns, including cold calling, based on leads generated by research, trade shows, marketing campaigns, and referrals.

+ Conduct effective in person and virtual customer meetings.

+ Qualify and determine customer requirements and expectations, articulate Gordian’s value proposition, recommend appropriate solutions, and emphasize solution features and benefits to both business and technical stakeholders.

+ Must possess strong presentation skills, professional written communication skills, be organized, analytical and able to eliminate sales obstacles through creative and adaptive approaches.

+ Experience selling to Finance and/or Facilities within the SLED market is ideal.

+ Knowledge of the construction project lifecycle preferred.

+ Up to 50% Travel is required for this job.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 17,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

**About Gordian**

Gordian is the world’s leading provider of facility and construction cost data, software and services for all phases of the building lifecycle. A pioneer of Job Order Contracting (JOC), Gordian’s offerings also include our proprietary RSMeans data and Sightlines Facility Intelligence solutions. From planning to design, procurement, construction and operations, Gordian’s solutions help clients maximize efficiency, optimize cost savings and increase building quality. Gordian is a part of the international business group Fortive, with 26,000 people employed worldwide.We offer an excellent benefits package including medical, dental, vision, life and LTD insurance, HSA, and a 401(k) retirement plan. EOE/AA/M/F/Vets/Disabled.

We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

**Pay Range**

The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500

The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

Eurofins Scientific is a network of independent companies providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on, Eurofins laboratories work to ensure the products they supply are safe, their ingredients are authentic, and labelling is accurate.

Eurofins is dedicated to delivering testing services that contribute to the health and safety of society and the planet, and to its corporate responsibility to protect the environment and ensure diversity, equity, and inclusion across the entire network of Eurofins companies.

With more than 20 U.S. locations, Eurofins Built Environment Testing offers Industrial Hygiene (IH) and Indoor Air Quality (IAQ) services to protect health in built environments. Clients include consultants, industry, real estate, healthcare, government, and homeowners. Services cover a wide range of tests, including asbestos (PLM/TEM), mold, bacteria, VOCs, allergens, Legionella, radon, lead, silica, and more.

The Sales Account Executive is a client facing outside sales role operating within an assigned region. This involves identifying and managing client accounts and business opportunities for Eurofins Built Environment Testing Division. The Account Executive will travel throughout the region to meet with clients and prospects. This individual must be comfortable with cold calling and taking initiative to bring in new business and cultivate existing relationships. Knowledge and understanding of the environmental industry is essential, specifically Asbestos, Lead, Mold, and air testing. Assigned region is Arizona, Utah and Nevada. Candidate must be living in the Phoenix, AZ or Las Vegas, NV area.

As part of the sales team, you will focus on:

+ Maximizing market share, profitability, competitive advantage and capacity utilization in the environmental analytical services market.

+ Establish and maintain productive relationships with Eurofins clients.

+ Provide vision and acquire new accounts to sustain growth of the business by representing Eurofins, clearly communicating Eurofins services to new customers and markets.

+ Identify opportunities and profitable work by following up on leads, negotiating, and closing.

+ Provide a valuable interface between the customer and Eurofins by communicating the customer’s needs to the internal organization and fulfilling the role of customer advocate while teaming with a strong internal team from management, operations, technical staff, quoters, and project managers.

Account Executive responsibilities include, but are not limited to, the following:

+ Responsible for meeting individual revenue as well as the goal for assigned region.

+ Establishes and maintains a productive working relationship between the client and laboratory.

+ Ensures customer awareness of Eurofins Environment Testing capabilities and services to improve selling opportunities.

+ Provides sales plan forecast for assigned region.

+ Reviews credit status of both new and existing customers prior to submitting bids or proposals for new work.

+ Monitors accounts receivable status for accounts assigned and resolves collection issues as required.

+ Develops and recommends strategies to facilitate pricing and bid/no bid decisions, establish Master Service agreements and provide budgetary information.

+ Develops client profiles and determines potential and ability to fund work.

+ Develops, qualifies, tracks, and closes leads to increase revenue.

+ Reports sales activity within assigned area.

+ Updates customer databases to identify business opportunities.

+ Maintains productive relationships between customers and the Eurofins Environment Testing organization.

+ Develops and implements account plans detailing specific clients, revenue goals and related account objectives to attain regional revenue quotas.

+ Identifies key target markets and major accounts and develops strategies within assigned area of responsibility to attain market position for Eurofins Environment Testing and maintain profitability.

+ Establishes, coordinates, negotiates, and completes Master Service

+ Agreements with customers which both defines customers’ specific needs and streamline processes.

+ Within area of market responsibility collects and documents information to establish pricing and evaluate Eurofins Environment Testing’s ability to meet customer requirements to meet win/loss ratios, average discount percentages and profitability.

+ Effectively communicates customer needs and wants to Eurofins Environment Testing

+ Customer Service Managers and Project Managers to facilitate successful completion of work.

+ Completes summaries of sales development activities as directed by Sale Director.

+ Communicates all business opportunities (e.g. bids, quotes, proposals, and pricing inquires) by providing copies or entering information into Eurofins Environment Testing’s database.

+ Follows up on all outstanding bids, quotes, proposals, and price inquiries in order to achieve successful completion of the sales cycle.

+ Negotiates pricing and contractual issues within area of responsibility with the approval of the Sales Director.

+ Presents Environment Testing as a network of laboratories not limited to lab facilities within a geographical region to improve operational efficiencies.

+ Controls expenses with respect to the selling function pursuant to Eurofins Environment Testing’s policy and with approval by Sales Director.

+ Assumes role as “sponsor” for National Accounts as needed.

+ Provides feedback on market conditions within area of responsibility to facilitate the development of new products and services.

+ Maintains relationship with one or more of Eurofins Environment Testing’s network facilities to sustain awareness of operational issues related to Eurofins Environment Testing’s ability to meet customer requirements.

+ Provides information concerning business opportunity outcomes with respect to win/lose ratios and future pricing strategies.

+ Provides forecasting information to Customer Service Managers to assist operational staff with resource and operational planning.

+ Assists with the development of sales materials.

+ Gathers and communicates intelligence information on competitors within area of responsibility.

+ Identifies and communicates opportunities for new products and services within assigned region.

+ Degree in Sciences or related field preferred but not required

+ Minimum 2-3 years progressively successful outside sales experience in a service industry

+ 5 years TIC (Testing, Inspection & Certification) experience preferred

+ Ability and willingness to travel throughout the assigned territory. Some overnight travel is required.

+ Environmental industry knowledge preferred, specifically Asbestos, Lead, Mold, and air testing

+ Must reside in the Phoenix, AZ or Las Vegas, NV area

+ Valid driver’s license

+ Authorization to work in the United States indefinitely without restriction or sponsorship

+ Professional working proficiency in English is a requirement, including the ability to read, write and speak in English

The ideal candidate would possess:

+ Sales specific skills of identification of prospects, interviewing, negotiating, and closing

+ Strong interpersonal skills

+ Excellent written and verbal communication skills

+ Sales acumen/sales skills

+ Lab experience and exposure to environmental industry preferred.

+ Writing sales and account plans

+ Working computer skills

+ Familiarity with lab functions and terminology

+ Analytical skills

+ Planning skills

+ Self-directed

+ Ability to work in an unstructured environment

Compensation range: $70,000 base, depending on experience and qualifications, plus a generous commission plan.

**$8K Sign-on Bonus available for qualified candidate**

Position is full-time, Monday thru Friday,

Eurofins Environment Testing (USA) provides a compensation range for informational purposes, the actual base compensation may vary based upon, but not limited to, relevant experience and skill set, base compensation of internal peers, business sector, and geographic location.

What we Offer:

+ Excellent full-time benefits including comprehensive medical coverage, dental, and vision options

+ Life and disability insurance

+ 401(k) with company match

+ Paid vacation and holidays

We support your development! Do you feel you don’t match 100% of the requirements? Don’t hesitate to apply anyway! Eurofins companies are committed to supporting your career development.

We embrace diversity! Eurofins network of companies believe in strength and innovation through diversity, being an Equal Opportunity Employer. We prohibit discrimination against employees or applications based on gender identity and/or expression, race, nationality, age, religion, sexual orientation, disability, and everything else that makes employees of Eurofins companies unique.

Sustainability matters to us! We are well on our way to achieving our objective of carbon neutrality by 2025, through a combination of emission reduction and compensation initiatives. We encourage our laboratory leaders to make sustainable changes at their local level, and in addition to their initiatives we also count on our dedicated carbon reduction team to help us to achieve this goal!

Find out more in our career page: https://careers.eurofins.com/

Company description: Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on, Eurofins laboratories work with the biggest companies in the world to ensure the products they supply are safe, their ingredients are authentic and labelling is accurate. The Eurofins network of companies is the global leader in food, environment, pharmaceutical and cosmetic product testing and in discovery pharmacology, forensics, advanced material sciences and agroscience contract research services. It is one of the market leaders in certain testing and laboratory services for genomics, discovery pharmacology, forensics, advanced material sciences and in the support of clinical studies, as well as having an emerging global presence in Contract Development and Manufacturing Organisations. It also has a rapidly developing presence in highly specialised and molecular clinical diagnostic testing and in-vitro diagnostic products.

In over 35 years, Eurofins has grown from one laboratory in Nantes, France to 62,000 staff across a decentralised and entrepreneurial network of ca. 900 laboratories in 61 countries. Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety, identity, composition, authenticity, origin, traceability and purity of biological substances and products.

In 2024, Eurofins generated total revenues of EUR 6.95 billion, and has been among the best performing stocks in Europe over the past 20 years.

Eurofins USA Environment Testing is a Disabled and Veteran Equal Employment Opportunity employer.