Explore account management jobs in 1779 Account Management jobs in Dallas
Account Management Senior Associate
Posted 1 day ago
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At Intuit, we have a reputation for being innovative, bold and customer-obsessed. We are looking for a passionate Account Management Senior Associate to join us in our mission of powering prosperity around the world.
This role is ideal for candidates who enjoy selling, are achievement-oriented and believe in performance rewards for exceeding annual sales goals through strong collaboration with partners and internal stakeholders.
If you love building key client relationships through products that make a difference; you're in the right place. The Pro-Tax Group helps solve our customers biggest challenges!
**What you'll bring**
+ 2+ years of quota carrying sales and Account Executive or Account Management experience
+ Experience selling SaaS platform solutions across various industries with negotiated rates/terms
+ High EQ/IQ - Business and Sales Acumen (Innovate and Iterate)
+ Demonstrated capability in managing a large pipeline of prospects through Salesforce, while supporting multiple Partners through the sales process
+ Proven experience in utilizing key sales methodologies such as Challenger, SPIN, Solution or Sandler
+ Work well within a team of various stakeholders (Sales Engineer, Solution Specialist, Customer Success, Sales Operations)
+ Bachelor's degree or MBA preferred. Equivalent work experience will be considered.
**How you will lead**
+ Role model Intuit's Values and foster an Inclusive Environment
+ Prospect and proactively make recommendations to drive improvements for existing customers business
+ Articulate the Intuit Value Propositions of the Intuit Technology Ecosystem.
+ Executive presentation skills with clear ability to utilize tools to deliver a compelling ROI for the customer
+ Grow and manage a Sales funnel and maintain a sustainable sales cycle to meet sales targets
+ Ability to utilize key stakeholders to help influence the buying process
+ Cross-functional facilitator - Leverage all resources to support business relationship growth and execution.
+ Utilize all resources to close deals with greater scale and efficiency
+ Key metrics of success include Quota Attainment, Close Rates, Pipeline Velocity, and Retention improvements.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
VP, Account Management Strategy
Posted 1 day ago
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**Role Summary/Purpose:**
The VP, Account Management Strategy is responsible for driving Credit Line Increase strategies that meet Synchrony (SYF)'s strategic vision of leveraging incremental data and advanced analytics to improve the customer experience and improve P & L performance. This role will utilize advanced analytical tools, explore new data attributes, lead the strategy development and review the recommendation with senior leadership across SYF. The VP, Account Management Strategy will report to the VP, Growth Strategy Leader.
**_Our Way of Working_**
**_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**
Essential Responsibilities:
+ Lead the development, testing and rollout of Credit Line increase strategies through the full credit lifecycle. This includes developing the change request, obtaining all approvals, partnering with implementation teams to implement changes, ensuring appropriate controls, and completing performance reviews. Supervise champion-challenger testing and the development, validation and implementation of decision tree segmentations
+ Drive business specification/initiatives with the technology innovation teams to support the identification and adoption of best-in-class methodologies, processes, and tools to ensure better customer experience and business success
+ Strategy owners are ultimately responsible for the ongoing effectiveness and monitoring of their strategies. As such this role will develop the framework for how we monitor, measure and report the results of our strategies to business
+ Create processes and controls to ensure that data, analyses, strategies, and recommendations are accurate
+ Support related reviews, audits and business continuity planning.
+ Partner with advanced modeling teams to drive targeting/treatment solutions that meet business objectives
+ Work with finance team/Portfolio Credit Management team to ensure strategies are driving the desired P & L impacts
+ Perform Ad hoc analytics, validations, remediations
+ Perform other duties and/or special projects as assigned.
**Qualifications/Requirements:**
+ Bachelor's degree and 10+ years of experience building analytically derived strategies within Credit, Marketing, Risk or Collections in Financial services.
+ 5+ years of experience working with statistical tools such as SAS, Model Builder Decision Tree, Knowledge Seeker or others.
+ 5+ years of experience in advanced Excel
**Desired Characteristics:**
+ Python Programming/EDL exposure
+ Experience analyzing large data sets to derive strategies, segmentations, actionable credit insights
+ Experience developing Consumer / Commercial credit Risk Strategies.
+ Ability to conduct advanced data analysis and complex algorithm designs
+ Experience using advanced modeling & data mining techniques (e.g. Machine learning, Big Data) to develop/ optimize credit strategies
+ Natural curiosity and passion to drive change in consumer banking for the better.
+ Leadership skills: Ability to lead/manage multiple competing initiatives and deliver results within deadlines and with a focus on accuracy and attention to detail
+ Communication and influencing skills: Excellent communication and influencing skills to coordinate with multiple functional areas and independently present explanations of complex subjects to senior management and partner with teams throughout the company
+ Problem solving skills: Strong ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations
+ Working knowledge of credit bureau data
+ Advanced programming with SAS, R or Python
+ Experience using multiple Credit Decision Systems (e.g. Credit Bureaus) to make consumer credit strategy decision.
+ Strong communication / relationship management / influencing skills / presentation skills and the ability to interact with and present to SYF senior leaders
**Grade/Level: 12**
The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at . Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Credit
Account Management Senior Associate
Posted 6 days ago
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The Corporate ProTax Group (PTG) Sales Team consists of highly capable and passionate salespeople focused on delivering wins for our accountant and tax preparer customers that utilize our Flagship tax (Lacerte, ProSeries, ProConnect Tax Online) and accounting solutions. The Account Management Associate position is an ideal role for someone who is early in their sales career. We are looking for someone hungry, coachable and customer focused.
**What you'll bring**
+ Minimum of 3 years of sales experience
+ Ability to build value through needs based solution selling
+ Basic g-suite skills for tracking/ reporting needs
+ Professional presentation skills for communicating results to associated teams
+ Strong business acumen
+ Strong and consistent communication skills both written and verbal
+ Strong networking and relationship building
**How you will lead**
+ Retain, attach and grow Intuit's Professional Tax Software market share
+ Responsible for outbound and inbound sales efforts to our renewing Lacerte, ProSeries and Proconnect Tax Online customers with a focus on "at risk" customer segments
+ Will be a generalist in our attach offerings; Cloud Hosting and Electronic signature driving top of funnel lead pass to our attach teams
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Principal Sales and Account Management
Posted today
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**Principal Sales and Account Management**
**This role will build the account relationship with strategic Airline partners in NAM region. Your role will include managing & growing the relationship with our Airline partners, supporting existing solutions and services, manage the commercial relationships and revenue generation in cooperation with the Pre Sales, Product Management, Engineering and CSM teams in order to maintain a high standard of customer satisfaction and profitability. You will contribute in sustaining and growing the Sabre market share and revenues to achieve long-term success with our Customers.**
**Manage strategic accounts by:**
**1) Developing a solid and trusting relationship between the strategic Airline account(s) and Airline IT Teams**
**2) Develops strategies and processes to ensure continuous prospecting activities and pipeline development for key prospective clients, sufficient to support achievement of sales targets and profitability goals**
**3) Identifies, qualifies, and facilitate strategic customer sales opportunities to generate**
**sales bookings that meet or exceed assigned goals**
**4) Exercise leadership skills combined with strong business acumen and in-depth analytical skills and forecasting abilities**
**5) Resolving strategic accounts(s) issues and complaints**
**6) Managing communications between strategic account(s) and internal Sabre Teams**
**Retain and grow existing market shares and revenues:**
**1) Adopt a consultative selling approach**
**2) Identify specific requirements and expectations for existing clients**
**3) Identify new opportunities and propose solutions to Airline partners**
**4) Develop customized strategic account and account development plans for each Airline partner**
**5) Manage all commercial matters related to accounts:**
**Execute & process the operational requests received from Airline partners**
**Ensure that customers use Sabre technology in the best way & that established performance, productivity & service metrics are achieved**
**Cascade the information of new product & solution releases to customers in a timely manner**
**Work with IT Sales / Pre Sales Customer Product & Solutions and CSM teams to retain and grow IT portfolio**
**Organize regular business reviews for follow-up purposes and deep-dive sessions on specific items**
**Work closely with Revenue Operations to get business cases approved for renewal and development of market share**
**6)Maintain a high level of understanding of the current product portfolio and benefits of specific products for each Airline partner. As well as up-to-date knowledge of other segment-relevant information (trends, strategy, competitors, pricing, etc.)**
**At least 10 years of related experience with Airline IT and Distribution or working with a vendor that directly serves large airline customers.**
**Bachelor's degree and proven success in sales, business development, product marketing, or related field**
**The position will require travel to customer sites and industry events as needed.**
**Demonstrated ability to develop positive and influential relationships.**
**Airline industry technology experience strongly preferred.**
**Benefits:**
**Very competitive compensation**
**Generous Paid Time Off (5 weeks PTO your first year!)**
**4 days (one day/quarter) of Volunteer Time Off (VTO)**
**We offer a comprehensive medical, dental and Wellness Program**
**12 weeks paid parental leave**
**An infrastructure that allows flexible working arrangements**
**Formal and informal reward, recognition and acknowledgement programs**
**Lots of fun and employee development events**
Reasonable Accommodation
Sabre is committed to working with and providing reasonable accommodation to applicants with disabilities. Applicants applying for a Sabre position with a disability who require a reasonable accommodation for any part of the application or hiring process may contact Sabre's Compliance Office at
Affirmative Action
Sabre is an equal employment opportunity/affirmative action employer and is committed to providing equal employment opportunities to minorities, females, veterans, and disabled individuals. EEO IS THE LAW
Stay connected with Sabre Careers
Group Manager, Strategic Account Management
Posted 6 days ago
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Come join one of the fastest-growing business units at Intuit. We are not your typical sales organization. Nothing is more important to us than the success of our customers, which is why we are investing in the growth of this vital piece of our ecosystem. We are problem solvers, strategic thinkers, solution seekers, and consultative experts who use the latest tools and technology to solve our customers' most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding more ways to put more money in their pockets, eliminating work and drudgery so they can focus on their lives and what matters to them, and ensuring that every financial decision that they make, they make it with confidence.
That means we won't simply sell products - we consult and listen deeply to understand our customers' business needs. As part of Intuit's Sales organization, every day presents an opportunity to evolve, grow your careers, and unlock your potential. Our Account Management Team is dedicated to the success of Intuit's Big Bet #5, Disrupt the Small Business Mid-Market ( . The Mid-Market Account Executive Sales Team consists of highly capable and passionate sales consultants focused on defending and growing the Mid-Market Segment of the QuickBooks Digital Ecosystem.
**What you'll bring**
+ 10+ years of quota carrying technology / solution sales for business with a minimum of 7-10 years in sales leadership / manager roles
+ Track record of developing breakthrough strategies and inspiring excellent execution through teams
+ History working in unity with marketing and partner channels to accelerate customer acquisition, retention, and expansion
+ Ability to streamline processes and ensure speed to benefit for customers and employees
+ Ability to identify opportunities for operational improvements, and energy to drive those improvements across the team
+ Strong sales acumen, leadership, practice management to drive upsell and cross sell per customer
+ Hypothesis and data driven thinking - experience successfully leveraging data to drive decision making
+ Proven success in partnering, influencing, and collaborating internally and externally to establish shared passion and goals
+ Track record of boundaryless leadership in B2B software growth businesses
+ Bachelor's degree or MBA
**How you will lead**
This person will be responsible for a team of Mid-Market Account Executives and Leaders focused on growing and defending multiple segments of Mid-Market customers. The primary responsibilities of this senior leadership position is to drive ecosystem adoption of Intuit Enterprise Suite (IES) and revenue growth through Relationship Management and Consultative Selling techniques. We are building a sales organization of Account Executives across the US and are looking for capable sales leaders to lead various AE teams. This position will be based in Atlanta, GA. This is a senior leadership position and will be responsible for leading a sales team or teams. At times travel will be required for internal offsites or client facing meetings.
_The most critical outcomes for this role:_
+ Revenue growth through growing and defending a defined set of Mid-Market Customers through improved relationships, retaining more customers and driving growth through our ecosystem of solutions
+ Deliver on commitments: achieve assigned measures of success and quarterly stretch goals as well as Annual KPIs
+ Contribute to and execute strategic and tactical plans to be delivered through your assigned sales team
+ Drive higher revenue, productivity, margin performance in line with corporate objectives and Inuit's growth plans
+ Leader, teacher across your team, based on deep expertise in channel and business acumen
+ Consistently look for new and innovative ways to drive faster revenue growth in more efficient ways
+ Provide people leadership to attract and retain the best talent through structured development
+ Emulate the Intuit culture and shape the team environment as you build our capabilities and sales excellence
+ Operationalize company strategy, culture, organization and talent within your team and territory, including change management
+ Communicate all aspects of your business to stakeholders including performance, progress, challenges, needs
_The key tasks and activities associated with the above:_
+ Coach and Develop Leaders: Directly manage and mentor front-line sales managers, equipping them with the skills to lead their teams, drive performance, and achieve consistent results.
+ Scale and Enable Teams: Effectively scale the sales organization, ensuring teams are enabled with the right resources, training, and support as their scope and targets grow.
+ Attract and Retain Top Talent: Build and nurture a culture of excellence that attracts, develops, and retains the industry's best sales professionals and leaders.
+ Drive Accurate Forecasting: Own the sales forecast for your organization, ensuring it is consistently accurate, reliable, and submitted on time.
+ Conduct Rigorous Pipeline Inspection: Implement and lead a disciplined process for inspecting the sales pipeline, identifying key opportunities, assessing risks, and ensuring overall pipeline health.
+ Accelerate the Pipeline: Develop and execute strategies to accelerate the sales cycle, increase deal velocity, and drive deals to a successful close.
+ Drive Go-to-Market Strategy: Execute on go-to-market and business development initiatives, ensuring tight alignment with marketing, demand generation, and partner teams to maximize lead generation.
+ Develop Winning Commercial Strategies: Leverage a deep understanding of digital selling, e-commerce, and the competitive landscape to craft winning strategies for Intuit's technology, services, and platform offerings.
+ Maintain Executive Presence: Represent the sales organization effectively in meetings with internal and external executive teams, demonstrating strong communication and presentation skills.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Business Development Manager
Posted today
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Are you known for setting your mind to something and doing what it takes to get there? Does the opportunity to work for an industry leader appeal to you? We are currently hiring a Business Development Manager to respond to the increasing demand for emergency services and restoration in your area!
This is a highly compensated position with commission potential.
Base Salary Range is $60,000 - $5,000
Commission OTE is $ 0,000 - 160,000
Vehicle Allowance
BRIEF DESCRIPTION:
The Business Development Manager is responsible for generating new business opportunities by developing a sales strategy and leveraging the proven sales model that focuses on building relationships with potential customers. Successful Business Development Managers will be meeting or exceeding conversion rates, by generating new leads, aligning with industry partners, attending trade association events and building a strong book of business.
PRINCIPAL DUTIES & RESPONSIBILITIES:
Business Development
- Nurture and expand existing business relationships to increase lead generation and average job size.
- Locate, present to, and sell BluSky to new prospects.
- Maintain membership and involvement in targeted associations and achieve significant committee and/or leadership positions.
- Support all BluSky sales efforts by following our established sales process.
- Perform to the current Sanktum KPI's regarding face-to-face activity.
- Prepare and present sales proposals and BluSky contingency plans.
- Achieve expected connections with clients and prospects via meetings, phone calls, social media, email, etc.
- Maintaining relationships with key individuals in your assigned vertical.
- Strategically build a strong book of business.
- Document business development activities using Salesforce.
Marketing
- Work with leadership to plan association involvement level and budgets
- Work with Senior Management to design and implement advertising strategies including content selection and budgeting for local office needs.
- Participate in and represent BluSky in tradeshows, golf tournaments, charitable events and other networking and social activities, many of which is after normal business hours.
- Partner with sales team on the creation and planning of BluSky Live seminars.
General Responsibilities
- Become and remain proficient on our services and associated terminology.
- Adhere to company employment standards and Best Practices.
- Provide the highest level of internal and external customer service at all times.
- Contribute positively to the BluSky culture and community.
- All other duties as assigned.
SUPERVISORY RESPONSIBILITY:
- This position does not have direct reports.
TRAVEL:
- Ability to travel 100% within the assigned region. Some overnight travel may be required for meetings and training.
QUALIFICATIONS & REQUIREMENTS:
- 3+ years of outside sales experience required; within the restoration industry is ideal.
- Must be able to attend networking functions in the evening and weekends when required.
- Intermediate level of Microsoft Office.
- Experience inputting and tracking sales activities into a CRM platform.
- Valid driver's license.
- An outgoing, driven, tenacious, team-oriented attitude is a must!
EDUCATION:
- Bachelor's degree in business administration, Marketing or related field preferred.
COMPENSATION:
This position offers a competitive base salary, monthly incentives and comprehensive benefits. This position is eligible for auto allowance, fuel card, expense account, company laptop, cell phone, and company apparel. BluSky offers an industry-leading, comprehensive benefits package that includes a generous profit-sharing plan known as Ownership Thinking , health insurance plans (medical, dental and vision), life and disability insurance, a 401(k) plan with guaranteed match, paid holidays, and PTO.
WORK ENVIRONMENT & PHYSICAL JOB DEMANDS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment can range from quiet to significantly loud.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must regularly lift and/or move between 25-50 pounds. While performing the duties of this job, the employee is regularly required to stand, walk, use hands and fingers to handle material, reach with hands and arms, and talk and hear. The employee is required to regularly move and walk around the office.
EEOC:
BluSky is dedicated to the principles of equal employment opportunity. BluSky prohibits unlawful discrimination against applicants or employees based on age 40 or over, race, sex, color, religion, national origin, disability, genetic information, sexual orientation, or any other applicable status protected by Federal, State, or local law.
It is and will continue to be the policy of BluSky that all people are entitled to equal employment opportunity based on their individual qualifications, performance, and potential without regard for any protected status, as required by state and federal law.
Application Duration:
To ensure a thorough and fair selection process, we would like to inform you that the application deadline for this position is 7 days for internal and 14 days for external . Please ensure that your application is submitted by this date for consideration.
To be considered for this position, you must complete the online application by visiting our careers page at .
BUSINESS DEVELOPMENT - INDUSTRIAL
Posted 6 days ago
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The focus in this role will be on the indutrial market sector to include, but not limited to: mining, metals, agriculture, chemical, energy-to-waste, etc.
Responsibilities and Duties:
• Mine our existing customer resource management system to better understand the history of success within the marrket - customers, applications, products utilized, price points, margins, etc.
• Utilizing historical customer data along with additional marketing information, create a development plan to grow our installed base as well as create new customers in a B2B climate (engineering firms, integrators, corporate entities, end-users (plant level))
• Become superbly knowledgeable with the industrial market segments that are well-served by our solution
• Coordinate various designs of configured product with Product Manager and engineering team to meet customer specification and application requirements
• Promote the full product line through effective presentations and product demonstrations
• Participate in industry shows and events to promote Triple/S Dynamics' product line
Qualifications and Skills:
• Bachelor's degree in Marketing, Business Management, Technology, or other discipline with suitable experience
• 5+ years of Sales, Sales Management or Business Development experience in the industrial market
• Success promoting engineered capital equipment of the material handling variety
• The ability to create meaningful relationships both internally and externally that inevitably lead to market share growth and customer understanding and satisfaction
• The ability to comprehend products that are mechanically complex and sophisticated with a keen ability to articulate the attributes that enhance their suitability to the application
• The ability to question, listen and follow-up with solutions that solve customer challenges
• The character and ability to create a strong trust and confidence with the client and potential customer
• The highest caliber of ethics is required with a strong ability to balance loyalties between both client and employer
• Ability to pass a pre-employment drug screening and criminal background check
Triple/S Dynamics, Inc. is an Equal Opportunity Employer. Salary is commensurate with skills and experience.
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Business Development Specialist
Posted 1 day ago
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SERVPRO of Rockwall/Rowlett is hiring a Business Development Specialist!BenefitsSERVPRO of Rockwall/Rowlett offers:Competitive compensationSuperior benefitsCareer progressionProfessional developmentAnd more!As a Business Development Representative, you will be making a difference every day by increasing brand awareness and sharing the SERVPRO story. In this role, you will need to be comfortable meeting new people, have excellent communication skills (in-person and online) and be motivated by sales goals. Key ResponsibilitiesUnderstand the competitive advantages of using SERVPRO and gain the ability to effectively educate clients and customers about brand benefitsBuild, maintain, and strengthen professional relationships with contacts in sales territory by conducting daily marketing callsIncrease brand awareness by participating in marketing events such as professional associations, lunch-and-learns, and continuing education (CE) classesUtilize marketing software to document daily marketing calls and track all lead activity and opportunitiesProvide management with revenue updates and reports around your assigned sales territoryIncrease sales territory revenue by consistently achieving and exceeding sales territory goalsPosition RequirementsBachelor's degree in marketing or business or equivalent experience preferredA minimum of two years of direct sales experienceStrong process and results driven attitudeExperience in the cleaning, restoration, or insurance industry is preferredSkills/Physical Demands/CompetenciesAbility to repetitively push/pull/lift/carry objectsAbility to work with/around cleaning agentsAbility to successfully complete a background check subject to applicable lawEach SERVPRO® Franchise is Independently Owned and Operated. All employees of a SERVPRO Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO Franchise. SERVPRO Franchise employees are not employed by, jointly employed by, agents of or under the supervision or control of SERVPRO Industries, LLC or SERVPRO Franchisor, LLC (the Franchisor), in any manner whatsoever. All Sample Forms provided by SERVPRO Industries to SERVPRO Franchises should be reviewed and approved by the Franchise's attorney for compliance with Federal, State and Local laws. All Sample Forms are provided for informational purposes and SERVPRO Franchises may choose whether or not to use them.Flexible work from home options available. Compensation: $35,000.00 - $70,000.00 per year Picture yourself here fulfilling your potentialAt SERVPRO®, you can make a positive difference in people's lives each and every day! We're seeking self-motivated, proactive, responsible, and service-oriented teammates to join us in our mission of helping customers in their greatest moments of need by repairing and restoring homes and businesses with an industry-leading level of service. With nearly 2,000 franchises all over the country, finding exciting and rewarding SERVPRO® career opportunities near you is easy! We look forward to hearing from you.All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise. SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.
Business Development Specialist
Posted 2 days ago
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Job Description
We have an exciting opportunity for a Business Development Specialist to join a nationally respected independent RIA in a high-impact, client acquisition role.
This position is built for a confident communicator who enjoys building relationships and thrives in a fast-moving, team-based environment.
The BDS plays a central role in driving firm growth by originating new client relationships through trusted custodian referral programs.
This is a hybrid position with flexibility in select markets.
DUTIES & RESPONSIBILITIES
- Build and manage relationships with Financial Consultants (FCs) at Schwab and Fidelity referral branches
- Serve as the first point of contact for prospective clients; conduct discovery calls to assess fit and identify planning needs
- Qualify prospects and coordinate a seamless handoff to internal Financial Advisors for onboarding
- Track activity and outcomes using CRM systems to ensure accurate reporting and pipeline visibility
- Partner with internal teams to refine referral strategy, improve conversion rates, and ensure top-tier client experience from day one
- Maintain strong working knowledge of the firm's investment philosophy, planning services, and competitive advantages
- Represent the firm with professionalism and warmth in all prospect and custodian-facing interactions
- Travel locally to referral branches; occasional national travel as needed for conferences or team meetings
- 3+ years of experience in financial services, ideally in business development, advisory, or referral-focused roles
- Bachelor's degree required; Series 65 or CFP strongly preferred
- Familiarity with Schwab or Fidelity referral platforms is highly valued
- Polished verbal and written communication style with strong interpersonal instincts
- Proven ability to build trust quickly and open high-quality conversations with HNW prospects
- CRM fluency and comfort with activity-based metrics
- Team-first attitude with confidence, humility, and drive
- Clear interest in the long-term impact of private wealth advisory
Business Development Analyst
Posted 6 days ago
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Job Description
LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors.
Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers.
If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.
LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.
Job Summary
The Business Development Analyst is focused on supporting LP Analyst's business strategy, client solutions and relationship development. The position offers an opportunity to gain broad exposure to a range of private asset classes (e.g., private equity, venture capital, real estate) as well as an understanding of the various market participants, including leading institutional investors, fund managers, intermediaries and service providers.
Responsibilities and Duties
- Work directly with senior team members to source, track and convert opportunities related to the firm's products and services
- Organize and conduct marketing and sales campaigns helping to build and maintain new and existing relationships with potential clients
- Prepare pre-call and pre-meeting notes, ensuring all necessary materials and information is ready ahead of calls and meetings with leading institutional investors, fund managers, intermediaries and other potential stakeholders
- Prepare potential client follow-up materials, including presentations, proposals, overlap analyses, reference lists, etc., to address monitoring, diligence, valuation and other consulting needs
- Assist with trial setup, including performing overlap analysis, managing the fund selection process, configuring trial access settings, and handling initial formatting and dashboard changes
- Maintain accurate records and pipeline activity based on account interactions, opportunities, and prospective and current client contracts
- Work seamlessly with other LP Analyst teams (e.g., Onboarding, Development, Client Coverage, Fund Coverage, Operations) to ensure that all prospective client requests, feedback and inquiries are managed appropriately
- Contribute to the firm's various marketing, branding and social media initiatives, including maintenance of social media accounts and assisting with conference preparations
- Bachelor's degree in business administration, finance, accounting, or a related field (GPA of 3.3+)
- 0-3 years of business-related experience (e.g., investments, valuation, consulting, back office, research, banking)
- Strong understanding of financial markets and the investment process
- Strong Excel skills, including advanced formulas and functions (VBA / macros considered a plus)
- Strong PowerPoint proficiency and experience working on 'client-ready' deliverables
- High attention to detail and overall technical aptitude with systems for analysis, reporting, storage and measurement of large data sets
- Strong time management skills with the ability to handle multiple projects concurrently
- Ability to work as part of a growing team to constantly implement and improve processes and technologies
- High self-motivation with ability to learn quickly, meet deadlines and seek additional leadership roles
- Excellent written / verbal communication and interpersonal skills
- Positive attitude, energy and overall enthusiasm for private assets and financial analytics
- Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
- Early opportunities for advancement for top-performing analysts
- Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
- Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
- High-impact role providing transparency to the world's leading institutional investors
- Collaborative, high-performing team culture with smart, supportive colleagues
- Company-sponsored 401(k) plan, healthcare, and dental insurance
- Competitive compensation and fully paid parental leave
- Generous paid time off that increases with tenure, plus an annual volunteer day
- Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks