Personal Financial Advisors

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**The Opportunity**

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

**Responsibilities**

- Lead and manage large-scale projects to achieve successful outcomes

- Innovate and streamline processes to enhance efficiency and effectiveness

- Maintain exceptional standards of operational excellence in every activity

- Interact with clients at a senior level to drive project success

- Build trust with multi-level teams and stakeholders through open communication

- Motivate and coach teams to solve complex problems

- Serve as a strategic advisor, leveraging specialized knowledge and industry trends

- Provide strategic input into the firm’s business strategies

What You Must Have

- Bachelor's Degree in Accounting

- 5 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

**What Sets You Apart**

- In-depth knowledge of compliance for financial partnerships

- Knowledge of structuring funds to limit tax liability

- Experience identifying and addressing client needs

- Building and utilizing networks of client relationships

- Managing resource requirements and project workflow

- Creating an atmosphere of trust in teams

- Developing new relationships and selling new services

- Innovating through new and existing technologies

- Utilizing digitization tools to enhance engagements

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS**

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.**

As a **Patient Care Coordinator** , we are often the first point of contact for our patients and their families. As such we value representing an important first impression. Our professionalism, expertise and dedication help ensure that our patients receive the quality of care they need. We are diligent in obtaining complete and accurate insurance and demographic information in a timely manner, this enables us to provide high quality, compassionate health care service to all who need them, regardless of their ability to pay.

**Hours** : 7am to 3:30pm Monday to Friday

**Location** : 350 W Thomas Road, Phoenix, AZ 85013

**Primary Responsibilities:**

+ Maintains up-to-date knowledge of specific registration requirements for all areas, including but not limited to: Main Admitting, OP Registration, ED Registration, Maternity, and Rehabilitation units

+ Ensures complete, accurate and timely entry of demographic information into the ADT system at the time of registration

+ Properly identifies the patient to ensure medical record numbers are not duplicated

+ Responsible for reviewing assigned accounts to ensure accuracy and required documentation is obtained and complete

+ Meet CMS billing requirements for the completion of the MSP, issuance of the Important Message from Medicare, issuance of the Observation Notice, and other requirements, as applicable and documenting completion within the hospital’s information system for regulatory compliance and audit purposes

+ Collects and enters required data into the ADT system with emphasis on accuracy of demographic and financial information in order to ensure appropriate reimbursement

+ Carefully reviews all information entered in ADT on pre-registered accounts

+ Verifies all information with patient at time of registration; corrects any errors identified

+ Identifies all forms requiring patient/guarantor signature and obtains signatures

+ Ensures all required documents are scanned into the appropriate system(s)

+ Identifies all appropriate printed material hand-outs for the patient and provides them to the patient/guarantor (Patient Rights and Responsibilities, HIPAA Privacy Act notification, Advance Directive, etc.)

+ Follows “downtime” procedures by manually entering patient information; identifying patient’s MRN in the MPI database, assigning a financial number; and, accurately entering all information when the ADT system is live

+ Assesses self-pay patients for presumptive eligibility and when appropriate initiates the process

+ Monitors and addresses tasks associated with the Mede/Analytics PAI tool

+ Follows approved scripting, verifies insurance benefits on all patients registered daily by using electronic verification systems or by contacting payers directly to determine the level of insurance coverage

+ Thoroughly and accurately documents insurance verification information in the ADT system, identifying deductibles, copayments, coinsurance, and policy limitations

+ Obtains referral, authorization and pre-certification information; documents this information in the ADT system and submit notices of admission when necessary

+ Verifies medical necessity check has been completed for outpatient services. If not completed and only when appropriate, uses technology tool to complete medical necessity check and/or notifies patient that an ABN will need to be signed

+ Identifies payer requirements for medical necessity

+ Verifies patient liabilities with payers, calculates patient’s payment, and requests payment at the time of registration

+ Identifies any outstanding balance due from previous visits, notifies patient and requests patient payment

+ Sets up payment plans for patients who cannot pay their entire current copayment and/or past balance in one payment

+ Thoroughly and accurately documents the conversation with the patient regarding financial liabilities and agreement to pay

+ When collecting patient payments, follows department policy and procedure regarding applying payment to the patient’s account and providing a receipt for payment

+ Clarifies division of financial responsibility if payment for services is split between a medical group and an insurance company. Ensures this information is clearly documented in the ADT system

+ When necessary, escalates accounts to appropriate Patient Registration leadership staff, based on outcomes of the verification process and patient’s ability to pay

**What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:**

+ Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays

+ Medical Plan options along with participation in a Health Spending Account or a Health Saving account

+ Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage

+ 401(k) Savings Plan, Employee Stock Purchase Plan

+ Education Reimbursement

+ Employee Discounts

+ Employee Assistance Program

+ Employee Referral Bonus Program

+ Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

+ More information can be downloaded at: http://uhg.hr/uhgbenefits

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:**

+ High School Diploma / GED (or higher)

+ 1+ years of customer service experience

+ 1+ years of collections or insurance-related experience

+ Beginner level of proficiency working with computers/data entry

**Preferred Qualifications:**

+ 1+ years of experience working in a hospital Patient Registration department, physician office setting, healthcare insurance company, revenue cycle vendor, and/or other revenue cycle related roles

+ General understanding of insurance policies and procedures

+ Working knowledge of medical terminology

+ Able to perform basic mathematics for payment calculation

+ 1+ years of leadership experience

**Soft Skills:**

+ Excellent interpersonal, communication and customer service skills

****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.**

_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._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

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

\#RPO, #RED

**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

**I. Job Summary**

This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. The analyst will be assigned to support projects and assignments across a variety of finance functions.

**_WM candidates will be able to work at their current WM site or if currently remote, may work at the closest WM location. External candidates must be based in the Houston area and able to work out of the Corporate office._**

**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.

+ Monitors highly advanced key financial performance measures.

+ Prepares, analyzes and interprets complex financial and non-financial information and recommends improvement opportunities to management.

+ Participates, facilitates and interprets for management operating results that include but are not limited to budget goals, cost reduction efforts, corporate initiatives and other identified opportunities for improvement.

+ Contributes to key project planning and implementation.

+ Assists and facilitates the preparation of budgets and forecasts.

+ Facilitates communication and understanding between the field finance and operations functions and corporate finance.

+ Performs highly advanced financial projects on an ad hoc basis.

**III. Supervisory Responsibilities**

This job has no supervisory responsibilities.

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job.

A. Education and Experience

+ Education: Bachelor’s Degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant experience.

+ Experience: Five (5) years previous experience (in addition to education requirement).

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

+ Must be authorized to work in the US.

+ Must be based in the Houston area: No relocations for this role.

+ Strong understanding of the financial reporting cycle, best practices and data flow among financial systems.

+ Strong presentation and communication skills with comfort preparing and presenting information to an executive team and a leadership presence to effectively collaborate across functional teams

+ Insatiably curious and collaborative problem solver with excellent analytical, quantitative, and problem-solving skills

+ Expertise in business analysis tools including advanced Excel skills, Microsoft Office Suite and planning systems (Hyperion, OneStream)

+ Ability to perform well under pressure and in a high-volume and changing environment.

+ Organizational agility, knows how to get things done through formal channels and informal networks, with entrepreneurial drive and the ability to work in a dynamic environment with minimal hierarchy.

Additional qualifications:

+ Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion

+ Collaborator with colleagues in-side and out-side of the accounting and finance group

+ Customer focused

+ Balance and prioritize multiple tasks simultaneously

+ Flexibility to work overtime, during the week and/ or weekends

+ Sound work ethic

+ Detail-oriented, organized and motivated

**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, computer, phone, etc.) most of the workday.

+ Normal setting for this job is: office setting/hybrid.

The expected base pay range for this position across the U.S. is $91,375 to $118,250. 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. This role is bonus eligible.

**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

**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.

**I. Job Summary**

This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. Partnering with an Area and using their business knowledge, operational experience, and finance acumen, this position will play a strategic role in developing and implementing enterprise-wide continuous improvements, aligning finance with the strategic needs of the business.

**_WM candidates will be able to work at their current WM site or if currently remote, may work at the closest WM location. External candidates must be based in the Houston area and report to the Corporate office._**

**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.

+ Participates in continuous improvement initiatives to establish standardized processes and implement best practices across the Areas and connect those practices into the central performance and financial management functions.

+ Prepares, analyzes and interprets complex financial and non-financial information and recommends improvement opportunities to local, middle and senior management.

+ Participates, facilitates and interprets for senior management operating results that include but are not limited to budget goals, cost reduction efforts, corporate initiatives and other identified opportunities for improvement.

+ Contributes significantly to key project development, planning and implementation.

+ Develops, manages and/or participates in action plans to facilitate the implementation and monitoring of operating directives.

+ Directs, manages and conducts special and ad hoc information requests. Reports results of findings to market areas, groups and corporate offices.

+ Facilitates communication and understanding between the field finance and operations functions and corporate finance.

+ As requested, may participate in conducting major bid and project reviews, including directing pro forma preparation and financial sensitivity analysis.

**III. Supervisory Responsibilities**

This job may include mentoring and training responsibilities.

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job.

A. Education and Experience

+ Education: Bachelor’s Degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant experience.

+ Experience: Five (5) years previous experience (in addition to education requirement).

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

+ Strong understanding of the financial reporting cycle, best practices and data flow among financial systems.

+ Strong presentation and communication skills with comfort preparing and presenting information to an executive team and a leadership presence to effectively collaborate across functional teams

+ Insatiably curious and collaborative problem solver with excellent analytical, quantitative, and problem-solving skills

+ Expertise in business analysis tools including advanced Excel skills, Microsoft Office Suite and planning systems (Hyperion, OneStream)

+ Ability to perform well under pressure and in a high-volume and changing environment.

+ Organizational agility: knows how to get things done through formal channels and informal networks, with entrepreneurial drive and the ability to work in a dynamic environment with minimal hierarchy.

+ Must be authorized to work in the US.

+ External candidates must be located in the Houston area; no relocations for this role.

Additional qualifications:

+ Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion

+ Collaborator with colleagues in-side and out-side of the accounting and finance group

+ Customer focused

+ Balance and prioritize multiple tasks simultaneously

+ Flexibility to work overtime, during the week and/ or weekends

+ Sound work ethic

+ Detail-oriented, organized and motivated

**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, computers, phones, etc.) most of the workday.

+ Normal setting for this job is: office setting/hybrid.

The expected base pay range for this position across the U.S. is $118,490 to $153,340. 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 a 25% bonus.

**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

At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

**Overview of Job Function:**

The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Southeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

**Principal Duties and Essential Responsibilities:**

+ Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

+ Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

+ Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

+ Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

+ Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

+ Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.

+ Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

+ Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

+ Provide effective sales presentations and product demonstrations to assigned customers and prospects.

+ Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

+ Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

+ Provide routine and accurate updates to the Company’s sales database with account activity and status.

+ Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

**Minimum Requirements:**

+ Bachelor's Degree or equivalent work experience

+ Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

+ Proven and successful sales track record of quota attainment

+ Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

+ Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

+ Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

+ Travel approximately 50-75%.

+ Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

+ The ability to obtain the necessary credit line required to travel

**Preferred Requirements:**

+ Working knowledge of value-added ROI business process sales engagements/tools

+ Knowledge of Workforce Management, and /or CRM/ERP software background desired

+ Bachelor’s Degree or equivalent sales experience

\#LI-BM1

MIN: $130k

MAX: $150k

Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

**For US Applicants**

_2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_

**Description**

**ACCOUNT EXECUTIVE Workplace Supplies (Sales)**

You’re changing the selling game. You know your product inside and out. You put people first and make service a priority. Now you just need a company where you can apply your talent and make more money!

Meet Vestis™.

Business small and large need uniforms. Vestis provides companies with the uniforms and workplace supplies to simplify their workday and equip teams to do their best work – safely. We are Vestis!

We look out for teammates with the same passion with which we serve our customers. We supply the tools you’ll need to be successful including gas cards and car allowances. We support your financial future with competitive salaries, uncapped earning potential, paid training, and full benefits, starting on your very first day.

**Requirements** :

+ Minimum 18 months business-to-business sales experience specifically focused on new account generation

+ Demonstrated success in developing new business and generating sales leads within an assigned sales territory

+ Minimum High School Diploma/GED, bachelor’s degree preferred

+ At least 21 years of age

+ Valid driver’s license

+ Subject to Criminal background check

**Responsibilities:**

+ Consistently and effectively reach out to new prospects using a variety of outreach methods including, but not limited to, telephone, email, door-knocking, networking, social media.

+ Identify, and establish contact, with prospective clients to set appointments

+ Conduct initial sales call

+ Build and maintain ongoing relationships with decision-makers

+ Enter all information in our CRM and activity tracking sheets

+ Nurture prospects into clients

+ Collaborate with our Route Sales Representatives and other team mates to ensure our customers and prospects receive the appropriate attention for their specific needs

**Preferred Qualifications:**

+ Strong presentation and communication skills

+ Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

+ Experience with Customer Relationship Management/CRM systems such as Salesforce

**Our sales team enjoys:**

+ Unlimited career advancement opportunities

+ Culture of promotion from within

+ Competitive base salary, uncapped earning potential

+ Monthly Car Allowance

+ Paid 8-Weeks Training

+ Company Laptop & Cell

+ No waiting period for Benefits

+ 9 Paid Holidays

+ 2 Paid Floating Holidays

+ 401k Plan

**Compensation:**

The salary rate for this position ranges from $65,000 to $70,000, depending on circumstances including an applicant’s skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Sales commissions available based on incentive plan

Headquartered in Roswell, GA, Vestis is the second largest provider in the industry with over 300,000 customer locations and approximately 20,000 teammates across North America.

Vestis is a leader in the B2B uniform and workplace supplies category. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets. The Company’s comprehensive service offering includes a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more.

Vestis is an equal-opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, relation, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

**Job Description**

Elavon, a leader in payment solutions, is seeking an in market outside Sales Account Executive to be part of an exciting opportunity to develop new business account relationships with a referral bank partner!

If you are motivated by building new relationships, achieving high-level sales results, and contributing to a top performing team, we are excited about you!

**How you’ll spend your time:**

+ Build and grow our bank partner relationship, resulting in consistent referral production. Our bank partners provide warm leads and are rewarded for sending referrals your way!

+ Daily utilization and updating of Salesforce as a CRM tool.

+ Developing profitable new business account relationships and increased profitability from existing accounts by selling Merchant Services(Visa/MC/Discover/American Express processing) to Small/Medium Size businesses.

+ Identifying business opportunities based on knowledge of clients, markets, products, and services.

+ Learn and develop expert-level knowledge of company products and services.

+ Presenting to prospective clients informing them of benefits of using the organization's products and services to meet their needs.

+ Implementing and maintaining an effective referral network and call program to promote sales.

+ Receive guidance and training in a remote environment and achieve daily objectives as set forth by your manager.

No experience with Merchant Services required, just strong sales experience and a willingness to learn and grow with us!

**Basic Qualifications**

- Bachelor's degree, or equivalent work experience

- Two to three years of relevant sales experience

- Ability to travel 3-4 days per week in market

**Preferred Skills/Experience**

- Expert knowledge of product marketing, client service issues and organization operations

- Excellent marketing, business development/sales and negotiating skills

- Ability to creatively resolve complex problems with general guidance

- Strong problem-solving and decision-making skills

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Excellent interpersonal, presentation, verbal, and written communication skills

- Working knowledge of Salesforce

- Proficient in Microsoft Office

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $73,780.00 - $86,800.00 - $95,480.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

**Description**

**ACCOUNT EXECUTIVE Workplace Supplies (Sales)**

**Location: Tucson, AZ**

You’re changing the selling game. You know your product inside and out. You put people first and make service a priority. Now you just need a company where you can apply your talent and make more money!

Meet Vestis™.

Business small and large need uniforms. Vestis provides companies with the uniforms and workplace supplies to simplify their workday and equip teams to do their best work – safely. We are Vestis!

We look out for teammates with the same passion with which we serve our customers. We supply the tools you’ll need to be successful including gas cards and car allowances. We support your financial future with competitive salaries, uncapped earning potential, paid training, and full benefits, starting on your very first day.

**Requirements** :

+ Minimum 18 months business-to-business sales experience specifically focused on new account generation

+ Demonstrated success in developing new business and generating sales leads within an assigned sales territory

+ Minimum High School Diploma/GED, bachelor’s degree preferred

+ At least 21 years of age

+ Valid driver’s license

+ Subject to Criminal background check

**Responsibilities:**

+ Consistently and effectively reach out to new prospects using a variety of outreach methods including, but not limited to, telephone, email, door-knocking, networking, social media.

+ Identify, and establish contact, with prospective clients to set appointments

+ Conduct initial sales call

+ Build and maintain ongoing relationships with decision-makers

+ Enter all information in our CRM and activity tracking sheets

+ Nurture prospects into clients

+ Collaborate with our Route Sales Representatives and other team mates to ensure our customers and prospects receive the appropriate attention for their specific needs

**Preferred Qualifications:**

+ Strong presentation and communication skills

+ Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

+ Experience with Customer Relationship Management/CRM systems such as Salesforce

**Our sales team enjoys:**

+ Unlimited career advancement opportunities

+ Culture of promotion from within

+ Competitive base salary, uncapped earning potential

+ Monthly Car Allowance

+ Paid 8-Weeks Training

+ Company Laptop & Cell

+ No waiting period for Benefits

+ 9 Paid Holidays

+ 2 Paid Floating Holidays

+ 401k Plan

**Compensation:**

The salary rate for this position ranges from $65,000 to $65,000, depending on circumstances including an applicant’s skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Sales commissions available based on incentive plan

Headquartered in Roswell, GA, Vestis is the second largest provider in the industry with over 300,000 customer locations and approximately 20,000 teammates across North America.

Vestis is a leader in the B2B uniform and workplace supplies category. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets. The Company’s comprehensive service offering includes a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more.

Vestis is an equal-opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, relation, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.