Accountants and Auditors

**Job Description:**

**Job Summary:**

The Specialist Inventory Control is responsible for supporting the inventory control department by ensuring orders are received and scanned in for accuracy, dispensing locations are stocked and replenished, Inventory levels and monitored and tracked, and a clean working environment is maintained.

**Job Responsibilities:**

+ Receives, validates and stores incoming medications and supplies as per manufacturer recommendations and corporate policies and procedures.

+ Stocks and replenishes dispensing stations; monitors/tracks specified inventory levels.

+ Assists in receiving and putting away merchandise; assists in conducting physical inventory and cycle counts.

+ Identifies shipment errors for product to be pulled from available inventory and returned; researches backorders and brand selection errors.

+ Maintains a clean and organized work environment.

+ Other responsibilities as judgement or necessity dictate.

About Walgreens

Founded in 1901, Walgreens (www.walgreens.com) has a storied heritage of caring for communities for generations, and proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico, and leading omni-channel platforms. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for retail pharmacy and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.

Walgreens is the flagship U.S. brand of Walgreens Boots Alliance, Inc. (Nasdaq: WBA), an integrated healthcare, pharmacy and retail leader. Its retail locations are a critical point of access and convenience in thousands of communities, with Walgreens pharmacists playing a greater role as part of the healthcare system and patients’ care teams than ever before. Walgreens Specialty Pharmacy provides critical care and pharmacy services to millions of patients with rare disease states and complex, chronic conditions.

The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit jobs.walgreens.com/benefits More Company information is available at www.walgreensbootsalliance.com

**Job ID:** 1605397BR

**Title:** Inventory Control Specialist: onsite in Tempe, AZ

**Company Indicator:** Walgreens

**Employment Type:**

**Job Function:** Customer Contact Center

**Full Store Address:** 8350 S RIVER PKWY,TEMPE,AZ 85284

**Full District Office Address:** 8350 S RIVER PKWY,TEMPE,AZ,85284-00000-01420-M

**External Basic Qualifications:**

+ High School diploma from an accredited school or equivalent GED

+ Effective communication and problem solving skills, and ability to prioritize and multi-task

+ Strong initiative and the ability to work in a team environment

+ Willing and able to lift 40Ibs in repetitive motion

+ Willing and able to work in a fast paced production environment with a high level of accuracy and attention to detail

**Preferred Qualifications:**

+ Must have an active pharmacy technician license or certification as required by state Board of Pharmacy

+ Intermediate level skill in Microsoft Office suite of products

+ 1 year of work experience in packing and receiving inventory

+ Prior experience with drugs and packaging

We will consider employment of qualified applicants with arrest and conviction records.

\#VHDEI

**Shift:**

**Store:**

**Why Wells Fargo**

**Are you looking for more? Find it here.** At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.

We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.

Living the Well Life (https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!

**About this role:**

Wells Fargo is seeking a Senior Lead Control Management Officer.

This Senior Lead Control Officer role is a critical position within the Technology Risk Management function. This individual will support Foundational Hosting Platform teams in Chief Technology Office, focusing on integrated hosting and database management solutions implementation. The individual will be responsible for leading the design, implementation, and maintenance of a robust control framework to mitigate technology risks across the organization. This includes identifying, assessing, and monitoring technology risks, developing and implementing effective controls, and ensuring compliance with relevant regulations and industry best practices.

The Senior Lead Control Officer will collaborate with various stakeholders across technology, business, and compliance functions to foster a strong risk culture and ensure the organization's technology assets are adequately protected.

**In this role, you will:**

+ Act as an advisor to more experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risk across different business lines

+ Monitor, measure, evaluate, and report impact of decisions and business controls to the relevant business group and enterprise function

+ Lead the strategy and resolution of highly complex current and emerging risks requiring in depth evaluation across multiple areas or the enterprise, as well as good understanding of financial crimes, operational risk, audit, legal, credit risk, market risk, IT systems security, and business process management

+ Provide vision, direction, and expertise to more experienced leaders on implementing innovative and significant business solutions for highly complex risks associated with business operations

+ Lead and mentor Control Management project or virtual teams

+ Engage with all levels of roles across the business group, and serve as an experienced advisor in designing and implementing risk mitigation strategies, business processes, and controls that mitigate risks and address regulatory requirements

+ Lead complex initiatives designed to mitigate high inherent risks with broad impact primarily around Key Risk Indicators (KRI) for Operational Risks.

+ Act as key resource in monitoring, evaluating, and measuring the month-on-month results for the KRIs & QA QC Controls along with root cause analysis for any breaches.

+ Monitor moderately complex business specific programs and provide risk management consulting to support the business in designing and implementing risk-mitigation strategies via developing and maintaining these measures.

+ Monitor, measure, evaluate, and report on the impact of decisions and controls to the relevant business group or functional area.

+ Develop and implement risk monitoring and risk reporting processes and controls evaluations.

+ Collaborate with relevant business group to identify risks associated with business activities and operations and provide guidance in developing and implementing risk-mitigating strategies.

+ Highly analytical in nature with eye for detail for any kind of data analysis.

+ Identify and recommend Business Controls opportunities for process improvement and risk control development by managing and directing teams on strategy and execution of activities

+ Determine appropriate strategies and actions of Business Controls functional area to meet moderate to high-risk deliverables by ensuring that all business risk issues are proactively identified and addressed appropriately

+ Interpret and develop policies and procedures for functions with moderate complexity within defined scope of responsibility

+ Collaborate with and influence key stakeholders including managers

**Required Qualifications:**

+ 7+ years of Risk Management or Financial Services Industry experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Ability to manage initiatives involving large technology migration programs of scale

+ 3+ years of Experience in supporting Cloud technologies and implementation routines in private/public cloud environments

+ Generative AI knowledge and risk management support experience

+ Knowledge and understanding of operational risk management in the financial services industry

+ Proven leadership and project management skills to drive alignment across stakeholder groups to develop and deliver repeatable end-to-end risk management solutions and controls aligned with group’s processes

+ Ability to evaluate changes to laws, processes, etc. to assess impacts and to develop implementation plan to close gaps

+ Comprehensive understanding of operational risk management and or operations process management

+ Understanding of US banking regulatory requirements. Applies product/domain knowledge to improve/add value to the processes, Line of defense Structure

+ Familiar with various quality assurance techniques, issue verification frameworks and role of issue oversight, Audit, or internal controls assessment experience

+ Knowledge and understanding of financial services: regulations, compliance, policies, process, and procedures

+ Ability to consult, build, and maintain solid working relationships in and outside of immediate department

+ Experience working in a matrixed environment and the ability to effectively manage and build relationships

+ Ethical integrity and demonstrated ability to identify risks and confidently raise issues, escalate early and engage in constructive challenge, doing so independently

+ Ability to manage initiatives involving process improvements

+ Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals

+ Ability to prepare management level presentations

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

30 May 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-450715

**About this role:**

The Audit Manager at Wells Fargo is an Individual Contributor role with no direct reports. The officer title associated with this role is Vice President given that this role is acting as the Auditor-in-charge, overseeing the work of a team of Audit staff.

The Enterprise Technology Audit Group (ETAG) is looking to fill an IT Audit Manager, VP who will provide leadership in the audit coverage of coverage of Wells Fargo’s integrated audits, project audits, and coverage of our application portfolio. You’ll be part of a team that provides audit coverage of the controls and tools that provide the front line protection for the bank’s critical systems and data. Given the dynamic nature, you’ll be exposed to cutting edge technology, applications and new development processes across the Bank. We’re looking for team members that have a passion for applications, new application development processes such as Agile, Continuous Integration/Continuous Deployment, DevOps, and thirst for knowledge in this fascinating and critical space.

**In this role you will:**

+ Lead execution of the integrated audit process

+ Participate in audits in accordance with Wells Fargo Interna Audit policy

+ Demonstrate depth and breadth of knowledge and understanding across multiple businesses or develop knowledge in a critical subject matter area

+ Demonstrate comprehensive knowledge and understanding of the financial, operational, technical, and regulatory environment across multiple businesses or develop excellent subject matter knowledge in critical areas of the business

+ Write opinions reflecting relevant facts that lead to logical conclusions

+ Escalate significant risks and loss exposures to appropriate levels of management

+ Ensure documentation and reporting are ready for review by managers and more experienced managers

+ Demonstrate credible challenge

+ Evaluate and provide appropriate solutions for complex problems

+ Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity

+ Identify and assess key risks and controls and develop effective test plans for engagements as assigned with limited guidance

+ Present audit results in an objective and unbiased manner

+ Exhibit appropriate judgment regarding issue notification, issue draft findings to client management, and draft final audit reports

+ Develop and maintain excellent business relationships within Internal Audit and with teams companywide

**Required Qualifications:**

+ 5+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ 5+ years of increasing responsibilities within IT audit, preferably at a large bank or Big 4 accounting firm.

+ A BS/BA degree or higher

+ Solid knowledge and understanding of audit or risk methodologies and supporting tools

+ Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation

+ Ability to effectively communicate complex security concepts to stakeholders at all levels

+ Experience working in a highly formal audit environment, including preparation of formal test of design and test of effectiveness work-papers, sample selection through use of formal sample selection tools, process and control flow-charting, and audit methodology compliance

+ Knowledge of IT and Cloud management and control frameworks

+ Experience with Issue Validation and Remediation

+ Experience with integrated audits – i.e. working with financial processes/LOB auditors.

+ Excellent verbal, written, and interpersonal communication skills

**Job Expectations:**

+ Position offers a flexible schedule

+ This position does not offer VISA sponsorship

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $217,200.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

26 May 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-458245

**About this role:**

Wells Fargo is seeking a Senior Equipment Account Manager to support our clients Equipment Finance needs

**In this role, you will:**

+ Collaborate with internal sales and deal team members to execute on customer fundings.

+ Influence internal stakeholders to enable a positive outcome for Wells Fargo and it's customers.

+ Toggle between tactical requirements and strategic initiatives.

+ Review and consolidate deal backup for entry into system of record.

+ Leverage system of record to document critical deal components.

+ Communication with customers, vendors and internal stakeholders.

+ Effectively manage conflict and escalate appropriately.

+ Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts

+ Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives

+ Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area

+ Collaborate with existing internal and external customers to build a working relationship

+ Assist the more experienced managers in supporting customer requests for accounts

**Required Qualifications:**

+ 4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Equipment finance experience.

+ Excel proficiency.

+ Ability to manage competing priorities.

+ Strong internal and external communication skills at all levels.

+ Strong collaboration skills.

+ Detail oriented.

**Job Expectations:**

+ This position offers a hybrid work schedule

+ Willingness to work on-site in one of the listed locations

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$55,300.00 - $98,300.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

29 May 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-438161

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

We are currently seeking a **National Accounts Medical Director** to work remotely from anywhere in the United States. The Medical Director will take a member centric approach to help the health system work better and to promote best in class care management. This includes meeting with external stakeholders, program and product design improvement, site related audits and improvement initiatives.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ Support case and disease management teams to achieve optimal clinical outcomes for high risk populations

+ Proficient in evidence based clinical guidelines and lead grand round clinical education sessions with nursing teams

+ Primary functions include RN case manager support and consultation about high risk members and assisting in account management team presentations

+ Be involved in telephonic outreach for collaboration with treating providers. This will include discussion of evidence-based guidelines, opportunities to close clinical quality / service gaps, and care plan changes that can impact health care expenses

+ Collaborate with operational and business partners on clinical and quality initiatives at the site and customer level to address customer expectations

+ Effectively engage and articulate the Optum and UHC value story to our external constituents such as physicians and our customers. There may also be opportunities to engage medical and specialty societies, hospitals and hospital associations, and state regulators

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ MD or DO with an active, unrestricted medical license

+ Board certified in Internal Medicine or Family Medicine

+ 5+ years of clinical practice experience post residency

+ Sound understanding of Evidence Based Medicine (EBM)

+ Proficient with MS Office (MS Word, Email, Excel, and Power Point) with the ability to learn new systems and software

+ Proven excellent interpersonal skills and the ability to work over the telephone with other colleagues including physicians, nurses, and other similar personnel

**Preferred Qualification:**

+ 2+ years managed care, Quality Management experience and/or administrative leadership experience

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

The salary range for this role is $238,000 to $357,500 per year. Salary Range is defined as total cash compensation at target. The actual range and pay mix of base and bonus is variable based upon experience and metric achievement. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline** : This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._

_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

_UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._

**Quick Snapshot**

The Account Executive (AE) is an inside sales position that will allow candidates to work from home while supporting the South Atlantic market area. This position is a combo hunter / farmer, meaning you will be responsible for new business as well as retention of existing accounts. Candidates should be well-versed in business to business (B2B) sales and willing to cold call and prospect for new business while managing a book of business.

Please note:

**External** candidates _must_ be based in the South Atlantic states of NC, SC, and GA, in order to be considered for this opportunity.

**Internal** candidates can be based in the South Atlantic states (NC, SC, and GA) or may also be based in Tupelo, MS, or Phoenix, AZ.

**I. Job Summary**

The Account Executive (AE) generates shareholder value by using a consultative retention approach for larger and/or more complex Small/Medium Business WM customers in an assigned book of business, territory/segment. The AE manages existing business relationships focused on achieving budgeted retention goals by developing and implementing sound retention strategies, utilizing strong negotiation efforts to preserve business, and securing and updating contract agreements from WM customers as well as growing revenues from existing customers. The role of the AE is to maintain a net positive business performance in the commercial space through proactive outreach, account retention and revenue protection efforts to maintain a mutually beneficial alignment between the customer and WM's growth goals.

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

+ Customer interaction (external and internal), response & follow up

+ Serve as the lead point of contact for customer account management matters in an assigned book of business, establish and maintain a high level of customer satisfaction with internal and external customers, and build and maintain strong, long-lasting customer relationships

+ Align Waste Management products and services with customer needs, propose solutions that are compliant with appropriate local, state and federal regulations, and increase account penetration through consultative selling skills

+ Negotiate, update, and renew customer service agreements to maximize profits by providing ongoing education of contract details and use of strong negotiation skills

+ Resolve challenging customer requests and collaborate with the Inside Sales Manager to resolve all customer escalations or issues

+ Communicate rates, charges and service strategies with conviction as well as understand and effectively use customer incentives and concessions within appropriate profit targets and level of authority

+ Collaborate with sales team to identify and grow opportunities within territory and engage additional WM business opportunities, referring internally as appropriate

+ Administrative work

+ Use Waste Management sales productivity software tools accurately and consistently (i.e. Salesforce.com/Customer Relationship Management and Pricing Tools)

+ Prepare reports as needed and/or handle general administrative duties as appropriate

**III. Supervisory Responsibilities**

This position has no supervisory responsibilities.

**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: One (1) year of WM experience or five (5) years of business to business account management at a proficient level.

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

+ Ability to effectively convert customer cancellation requests

+ Ability to build relationships (highly competent)

+ Ability to set goals

+ Proficient in time management

+ Proficient in computer skills

+ High impact communication

+ Planning and organization

+ Ability to negotiate (highly competent)

+ Financial acumen

**V. Work Environment**

Listed below are key points regarding 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.) most of the work day;

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

+ Normal setting for this job is an office setting.

The expected base pay rate for this position across the U.S. is $23.75/hr. This represents a good faith estimate for this position. The specific hourly rate 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 commission.

**VI. Benefits**

You’ll receive a top-notch benefits package, including Medical, Dental, Vision, Life Insurance and Short and Long Term Disability. We have a great Employee Stock Purchase Program (ESPP), a fantastic company match on 401K (4.5% with NO vesting period), generous vacation and sick time, and _we’ll also help to pay for continuing your education!_

Equal Opportunity Employer: Minority/Female/Disability/Veteran

**This role is remote and not required to be in the office, however this position is required that the candidate lives within 50 miles of the Phoenix business unit.**

**I. Job Summary**

The Account Success Representative is responsible for developing strong customer relationships that promote retention and loyalty, particularly at the start of the customer journey with WM. Additionally, this role will work closely with both our sales team and customers to ensure the customer is onboarded successfully.

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other duties may be assigned.

+ Conduct Sales Rep to OBC customer transition meeting to handle onboarding process

+ Review and verify all customer set up information is accurate

+ Contact customer prior to delivery to confirm delivery date

+ Verify in MAS container has been delivered and review routing to confirm service day

+ Contact customer to confirm receipt of container and review scheduled service day

+ Follow up with customer after first service to confirm was completed to their satisfaction

+ Contact customer to review invoice, ensure service levels are correct, review contamination charges etc.

+ Conduct OBC to account manager customer transition meeting to handle future needs and concerns

**III. Supervisory Responsibilities**

This job has 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: Bachelor's Degree (accredited), or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant work experience.

+ Experience: Two (2) years of experience in customer service (in addition to education requirement).

**V. Work Environment**

Listed below are key points regarding 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.) most 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;

B. Certificates, Licenses, Registrations or Other Requirements

None required.

C. Other Knowledge, Skills or Abilities Required

None required.

**V. Work Environment**

Normal setting for this job is: office setting.

Must be available to work standard business hours, as well as be available to work non-standard hours in case of emergency (natural disasters, power outages, etc.). May need to attend after hours calls with the offshore team.

The expected pay for this position across the U.S. is $21 - $22. 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.

**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

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

**Who We Are: Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)**

**What We Offer: **

The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a _hybrid_ schedule (in-office 2-days a week), and amazing benefits.

**What You'll be Doing:**

The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for the assigned book of business through directly selling products in the customers’ existing product lines. This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities. The Account & Relationship Executive is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity. The Senior Account & Relationship Executive will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend.

**Key Tasks: **

+ Researches and gathers information on current customers and their needs.

+ Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.

+ Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.

+ Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.

+ Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.

+ Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.

+ Directly sells products within the existing customer base.

+ Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.

+ Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.

+ For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.

+ Maintains a clean and accurate pipeline in CRM.

**Performance Metrics: **

+ Individual quota attainment; achievement of renewal target and up-sell targets

+ Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)

+ Number of leads identified and communicated to Account Executive

+ Customer satisfaction scores and retention rates

+ Completion of assigned product trainings and other required learnings for professional development

**You're a Great Fit if You Meet These Requirements** **:**

+ Bachelor’s Degree

+ The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred

+ 8 years of B2B commissioned sales or equivalent.

+ Experience in Account Management, Sales, Technology Training, or renewal sales.

+ Experience in the financial services, or lending compliance industries.

+ Data analysis skills and ability to derive insights that drive next steps or actions required.

+ Account Management (general knowledge of customer's business, stakeholders, product portfolio).

+ Communicate effectively in both face-to-face and virtual selling environments.

+ Interpersonal skills, ability to build stakeholder relationships.

+ Team effectively with other internal teams including Sales, Sales Support stakeholders.

+ Stay organized and manage multiple priorities at once across multiple customer accounts.

+ Cross-sell, up-sell, or pursue renewal transactions with customers.

+ Professional demeanor in oral and written communications

+ Passion and ability to learn new CS offerings quickly.

+ Self-motivated; proactive and perseverant mindset.

+ General product and application knowledge.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

**Additional Information:**

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $63,150 - $87,250

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**LOCATION:** Remote U.S. locations

**OVERVIEW**

You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.

**RESPONSIBILITIES**

+ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.

+ Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.

+ Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities

+ Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.

+ Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.

+ Prospect and develop new Managed Services business in both existing accounts and new accounts.

+ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.

+ Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.

+ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.

+ Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow

+ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).

+ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams

+ Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.

+ Attend in-person customer prospect meetings in defined territory

+ Develop relationships with major players in each of your large metro markets.

+ Submit timely reports as requested by the Sales Manager and/or Executive Management.

+ Contribute and exchange ideas and best practices to other members of the sales team.

+ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)

+ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.

+ Support team, Business Unit, and corporate goals.

**QUALIFICATIONS**

**Education:** Bachelor’s Degree or equivalent experience

**Experience:**

+ 3+ years of quota-driven sales experience.

+ Knowledge of and experience in the Retirement industry preferred.

+ Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).

**TRAVEL:** Some travel, typically less than 10%

\#LI-Remote

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**Why Wells Fargo**

**Are you looking for more? Find it here.** At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.

We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.

Living the Well Life (https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!

**About this role:**

Wells Fargo is seeking a Senior Lead Control Management Officer.

This Senior Lead Control Officer role is a critical position within the Technology Risk Management function. This individual will support Foundational Hosting Platform teams in Chief Technology Office, focusing on integrated hosting and database management solutions implementation. The individual will be responsible for leading the design, implementation, and maintenance of a robust control framework to mitigate technology risks across the organization. This includes identifying, assessing, and monitoring technology risks, developing and implementing effective controls, and ensuring compliance with relevant regulations and industry best practices.

The Senior Lead Control Officer will collaborate with various stakeholders across technology, business, and compliance functions to foster a strong risk culture and ensure the organization's technology assets are adequately protected.

**In this role, you will:**

+ Act as an advisor to more experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risk across different business lines

+ Monitor, measure, evaluate, and report impact of decisions and business controls to the relevant business group and enterprise function

+ Lead the strategy and resolution of highly complex current and emerging risks requiring in depth evaluation across multiple areas or the enterprise, as well as good understanding of financial crimes, operational risk, audit, legal, credit risk, market risk, IT systems security, and business process management

+ Provide vision, direction, and expertise to more experienced leaders on implementing innovative and significant business solutions for highly complex risks associated with business operations

+ Lead and mentor Control Management project or virtual teams

+ Engage with all levels of roles across the business group, and serve as an experienced advisor in designing and implementing risk mitigation strategies, business processes, and controls that mitigate risks and address regulatory requirements

+ Lead complex initiatives designed to mitigate high inherent risks with broad impact primarily around Key Risk Indicators (KRI) for Operational Risks.

+ Act as key resource in monitoring, evaluating, and measuring the month-on-month results for the KRIs & QA QC Controls along with root cause analysis for any breaches.

+ Monitor moderately complex business specific programs and provide risk management consulting to support the business in designing and implementing risk-mitigation strategies via developing and maintaining these measures.

+ Monitor, measure, evaluate, and report on the impact of decisions and controls to the relevant business group or functional area.

+ Develop and implement risk monitoring and risk reporting processes and controls evaluations.

+ Collaborate with relevant business group to identify risks associated with business activities and operations and provide guidance in developing and implementing risk-mitigating strategies.

+ Highly analytical in nature with eye for detail for any kind of data analysis.

+ Identify and recommend Business Controls opportunities for process improvement and risk control development by managing and directing teams on strategy and execution of activities

+ Determine appropriate strategies and actions of Business Controls functional area to meet moderate to high-risk deliverables by ensuring that all business risk issues are proactively identified and addressed appropriately

+ Interpret and develop policies and procedures for functions with moderate complexity within defined scope of responsibility

+ Collaborate with and influence key stakeholders including managers

**Required Qualifications:**

+ 7+ years of Risk Management or Financial Services Industry experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Ability to manage initiatives involving large technology migration programs of scale

+ 3+ years of Experience in supporting Cloud technologies and implementation routines in private/public cloud environments

+ Generative AI knowledge and risk management support experience

+ Knowledge and understanding of operational risk management in the financial services industry

+ Proven leadership and project management skills to drive alignment across stakeholder groups to develop and deliver repeatable end-to-end risk management solutions and controls aligned with group’s processes

+ Ability to evaluate changes to laws, processes, etc. to assess impacts and to develop implementation plan to close gaps

+ Comprehensive understanding of operational risk management and or operations process management

+ Understanding of US banking regulatory requirements. Applies product/domain knowledge to improve/add value to the processes, Line of defense Structure

+ Familiar with various quality assurance techniques, issue verification frameworks and role of issue oversight, Audit, or internal controls assessment experience

+ Knowledge and understanding of financial services: regulations, compliance, policies, process, and procedures

+ Ability to consult, build, and maintain solid working relationships in and outside of immediate department

+ Experience working in a matrixed environment and the ability to effectively manage and build relationships

+ Ethical integrity and demonstrated ability to identify risks and confidently raise issues, escalate early and engage in constructive challenge, doing so independently

+ Ability to manage initiatives involving process improvements

+ Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals

+ Ability to prepare management level presentations

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

30 May 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-450715