Account Management Senior Associate

75026 Plano, Texas Intuit

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Job Description

**Overview**
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 1 year 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
+ Bilingual Spanish/English strongly preferred
**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, Intuit Practice Management 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.
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Account Management Senior Associate

75026 Plano, Texas Intuit

Posted today

Job Viewed

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Job Description

**Overview**
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
+ Ability to work in the Plano office 3 days per week.
+ Bilingual Spanish/English strongly preferred
**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.
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Account Management Ops Analyst - Private Bank Client Billing

75001 Addison, Texas Bank of America

Posted 9 days ago

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Account Management Ops Analyst - Private Bank Client Billing
Dallas, Texas;Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Client and Institutional Billing Department's responsibilities include but are not limited to the following:**
**Supporting Clients enrolled in Merrill Lynch's Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients' long term investment goals**
**Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients**
**Revenue generation by providing invoicing for over $00 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions**
**Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch's Investment Advisory Program (combined 13 billion)**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over 450 million in fees annually**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third-party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in reconciliation and/or billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Account Management Ops Analyst - Mutual Fund and Institutional Billing

75001 Addison, Texas Bank of America

Posted 9 days ago

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Job Description

Account Management Ops Analyst - Mutual Fund and Institutional Billing
Pennington, New Jersey;Dallas, Texas; Addison, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.**
**Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.**
**Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.**
**At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!**
**Job Description:**
**This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.**
**Responsibilities:**
**Performs onboarding and maintenance of accounts and reviewing required account documentation.**
**Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service**
**Reviews and approves required account documentation**
**Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units**
**Performs moderate levels of research, follow-up and resolution of more complex routine research requests**
**Skills:**
**Account Management**
**Customer and Client Focus**
**Oral Communications**
**Research**
**Analytical Thinking**
**Attention to Detail**
**Collaboration**
**Problem Solving**
**Prioritization**
**Recording/Organizing Information**
**Result Orientation**
**Line of Business Job Description:**
**The Institutional and Retirement Billing Team's responsibilities include but are not limited to the following:**
**Supporting Workplace Benefits by providing billing and invoicing to plan sponsors for products such as 401k plans, stock plan services, non-qualified deferred compensation plans and defined benefits plans amongst others**
**Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually**
**Fee collection and receivable reconciliation of outstanding payments from plan sponsors**
**Fee setup ensuring billing rates are properly established allowing for invoicing to occur both timely and accurately**
**The duties of this particular role include, but are not limited to:**
**Maintain an awareness of Retirement Product platform changes, enhancements and requirements**
**Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights**
**Assist with updates to procedural documentation / process maps, and participate in system testing as needed**
**Manage risk by identifying and escalating items appropriately**
**Participate in internal and third party audits**
**Ability to research and resolve escalated inquiries from Internal and External Business Partners**
**Lead projects and special assignments as needed for department initiatives**
**A subject matter expert in billing processes**
**Collaborative mindset with an ability to build and maintain excellent working relationships**
**Required Skills:**
**Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met**
**General knowledge of accounting and financial reporting**
**Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives**
**Professional written and verbal communication skills**
**Demonstrates attention to detail**
**An understanding of technology and the ability to incorporate that understanding into process improvements**
**Ability to work independently while effectively managing and finding resolution to complex situations**
**Career oriented teammate seeking to grow within the organization**
**2 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support**
**Desired Skills:**
**Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting**
**_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Business Development Specialist

75011 Lewisville, Texas Anywhere Talent

Posted 2 days ago

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Job Description

About Us:

Anywhere Talent is redefining how businesses connect with global talent. Founded in 2015 by brothers Aamir and Asif, our company was built on a vision to harness the potential of remote work. Today, we specialize in connecting businesses with skilled talent worldwide, leveraging cutting-edge AI tools to streamline workflows and customize training. Our approach combines advanced technology with a human touch, enabling teams to focus on impactful work while reducing inefficiencies. At Anywhere Talent, we don't just connect businesses with talent-we build partnerships that drive success.

About the Role:

As an Business Development Specialist at Anywhere Talent, you will be responsible for driving B2B sales by identifying U.S.-based companies in need of Virtual Assistants (VAs) to support their operations. You will actively prospect, engage, and close new business opportunities while maintaining a deep understanding of our value proposition and customer needs. Your role will involve targeting senior executives and C-suite decision-makers, establishing meaningful connections, and contributing to business growth.

Position: Business Development Specialist
Position Type: W2
Pay: $50K to 100K per annum
Work Schedule: 9 AM to 5 PM, Monday - Friday

Key Responsibilities:

Lead Generation & Prospecting:

  • Identify and reach out to businesses in need of Virtual Assistant services.
  • Build and maintain a strong pipeline of potential clients.
Client Engagement:
  • Develop relationships with key decision-makers (C-suite, HR).
  • Present tailored VA solutions to address client needs.
Sales Presentations & Demos:
  • Conduct presentations and product demos to highlight VA benefits.
  • Communicate the value of VAs in improving productivity and cost-efficiency.
Closing Deals:
  • Negotiate pricing and close sales.
  • Guide clients through the onboarding and contract process.
Account Management:
  • Maintain ongoing relationships with clients to ensure satisfaction.
  • Upsell or cross-sell additional VA services.
Market & Competitor Research:
  • Stay updated on industry trends and competitor offerings.
  • Adjust strategies to stay competitive.
Collaboration:
  • Work with marketing and HR teams to align on client needs and VA selection.
CRM & Reporting:
  • Track sales activities and update CRM with accurate client information.
  • Report on sales performance and goals.
Continuous Learning:
  • Participate in training to improve sales skills and knowledge of VA services.
This list is just a summary and does not contain all the responsibilities.

Minimum Education/Experience Requirements:
  • High school degree or equivalent
  • Minimum of 1 year of outside sales experience
  • Excellent communication, presentation, and interpersonal skills
  • Strong understanding of current market trends and their impact on local businesses
  • Weekend availability and willingness to work holidays
  • Ability to work 8-hour shifts and overtime as needed
Why Work With Us:
  • Comprehensive benefits, including life, vision, dental, and health insurance
  • Paid time off
  • Continuous training to enhance your skill set
  • Progressive bonus and commission structure
  • Opportunities for career advancement


Anywhere Talent is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status.

Apply Now and Start Your Journey with Us!
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Business Development Representative

75026 Plano, Texas TruGreen

Posted 10 days ago

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Job Description


th St, Plano, Texas 75074
_TruGreen_ _accepts applications on an ongoing basis._
**Job Description**
TruGreen is committed to providing personalized attention for our associates. We focus on developing our people by building proud, dynamic teams while helping associates reach their personal and professional goals. We continuously strive to make TruGreen an employer of choice and "a great place to work!"
**Position Overview**
Professional business-to-business (B2B) sales position responsible for achieving sales goals and executing sales plans within an assigned territory. Generates and secures new sales in a professional environment by calling on and prospecting with property management firms, as well as large corporations and sports related facilities. This role typically achieves and manages a portfolio within a local, one branch territory, consisting of annual total revenues of approximately $500K to $00K.
**Responsibilities**
+ Achieves sales goals and executes sales plans to small to large businesses such as property managers, school systems, sport facilities, government facilities, restaurant, banks or any company in need of superior lawn care products/services.
+ Presents proposals for lawncare services and programs along with obtaining long term contracts.
+ Generates new business to business sales revenue by prospecting and adding new commercial customers.
+ Negotiates price and design by using company provided guidelines and technology/CRM.
+ Generates leads through utilizing a CRM system to manage projects and opportunities, contact information, forecasting reports, etc.
+ Project management duties within branch, including coordinating with local branch management and service team.
**Competencies**
+ **Business Insight** - Applying knowledge of business and the marketplace to advance the organization's goals.
+ **Communicates Effectively** - Developing and delivering multi-mode communications that convey a clear understanding of the needs of different audiences.
+ **Interpersonal Savvy** - Relating openly and comfortably with diverse groups of people.
+ **Being Resilient** - Rebounding from setbacks and adversity when facing difficult situations.
+ **Manages Complexity** - Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
+ **Customer Focus** - Building strong customer relationships and delivering customer-centric solutions.
**Education and Experience Requirements**
+ Preferred Bachelor's degree (BS/BA) from a four-year college or university or related work experience
+ Preferred previous sales experience, proven sales track record, industry or internal company related experience.
+ Previous business-to-business (B2B) sales experience preferred.
+ Landscaping, lawncare, tree and shrub or pest experience a PLUS
+ Valid Driver's License Required
**Knowledge, Skills, and Abilities**
+ Knowledge of the organizations products and/or services
+ Demonstrated consultative selling abilities
+ Ability to collaborate and influence internal and external decision makers
+ Ability to complete reports, business correspondence, and procedure manuals
+ General computer knowledge, efficiencies and understanding to include Excel, Word, Power Point, CRM platform, Outlook/Office 365
+ Ability to execute prospecting strategies for discovering and closing new accounts
+ Excellent interpersonal communication skills with internal associates and external customers
**Physical Demands & Working Conditions**
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.
**Regularly required to:**
+ Sit, stand and walk
+ Use hands and arms to handle, feel or reach
+ Speak and hear
+ Use close vision abilities
**Occasionally required to:**
+ Lift or move up to 25 lbs
+ Stoop, kneel, crouch or crawl
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
+ Noise level: Low to moderate
+ Adverse Conditions: Minimal
Ability to speak, read and write fluently in English is required.
You MUST BE physically located in the United States while performing this job.
_TruGreen is proud to affirm our commitment to hiring veterans. We recognize and appreciate the exceptional skills, dedication, and leadership that veterans bring to the workforce. By fostering an inclusive and diverse environment, we aim to leverage the unique experiences of veterans, creating a richer, more dynamic workplace._
**Pay Ranges**
48,109.00 - 80,182.00
This range is based on the qualifications necessary for the position, including experience, training, and other considerations permitted by law. Factors that may be used when making an offer may include a candidate's skills, experience, and geographic location, the expected quality and quantity of work, and internal pay alignment, as needed. Most candidates will start in the bottom half of the pay range. The upper end of the range will generally be reserved for candidates with extensive experience. An employee's pay history will not be a contributing factor where prohibited by local law. In addition to monetary compensation, we offer benefits, including Medical/Dental/Vision insurance and Company-matching 401(k) in addition to other programs and perks.
TruGreen is committed to Diversity and Inclusion. We encourage diverse candidates to apply to this position.
We are an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Individuals with Disabilities. To learn more, please visit EEOC/EEO | TruGreen (trugreenjobs.com ( ).
California Residents: When you express interest in or apply for a job with TruGreen Limited Partnership, we collect personal information about you, potentially including personal identifiers, contact information, protected classifications, pre-hire information, professional or employment-related information, education history, and/or medical information, for the following business purposes: to comply with state and federal law and regulations requiring employers to maintain certain records; to evaluate your job application and candidacy for employment; and to obtain and verify background checks (including criminal and motor vehicle records), pre-employment drug testing, and references.
Massachusetts Residents: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
TruGreen performs pre-employment testing.
To view our disclaimer,
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SVP Business Development

75029 Lewisville, Texas Acosta Group

Posted 15 days ago

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Job Description

**DESCRIPTION**
The **SVP, Business Development** is responsible for establishing and overseeing the execution of all new business opportunities as well as building our network and expanding influence within the industry. Responsibilities include implementation of the business development plan and activities including prospecting, lead generation and qualification, presentation development and follow-up.
**RESPONSIBILITIES**
+ **Management: Talent and Team**
+ Care hard and push hard; practice radical candor - Know the individual and their personal goals, help them try to get there. ID gaps in metrics of success and build plans to close
+ Bringing them along - important for them to see you lead by example, set the expectation on what great looks like, support them in their NB efforts and seek their support in yours
+ Develop Conference Strategy for you and team
+ **Support and Co-Develop Agency Strategy**
+ In partnership with Agency President and EVP Omni BD, co-develop strategies to include but not limited to NBD pipeline and prioritization, reimagining content and value proposition, pricing mix (working with CFO of Omni channel), and alignment/usage of direct reports on selling team
+ **Deliver results**
+ Deliver Revenue Quota of new business wins, client expansion per the direction of your established focus area or Agency president and motivate/support direct reports to deliver upon their goals
+ Deliver Profit target on deal-by-deal basis by working collaboratively with Finance/Pricing teams and Agency President, getting involved where needed to support direct reports in the same capacity
+ **Effective management of time and resources**
+ Weekly call frequency, minimum 5 unique client conversations weekly is expectation: 10 or more BIC
+ Say no quickly & professionally if client doesn't fit our category philosophy and investment criteria
+ Appropriately manage T&E by proper planning (i.e. traveling only when opportunity is real, in reach, verbal consideration of purchase from the client)
+ **Reputational growth**
+ Establishing yourself as an expert, daily readings of industry trends, quarterly review of retail profiles, understand critical market trends of your specified focus area (i.e. F & B, HBC, etc)
+ Involvement in trade association or other non-selling engagements with other industry peers, get to know the industry you work in, the clients, customers and other stakeholders
+ **Being a good teammate**
+ Developing a good understanding how we deliver our services within your Agency president and across AG, thorough knowledge of our value proposition and key stakeholder relationships are a must
+ Work closely and efficiently with Service Delivery Team (Sales org, BI org, DC org, etc) to involve where necessary with proper briefing and preparation ahead of client engagement
+ **Functional Alignment**
+ Work closely with Finance, Pricing, Legal and HR business partners to ensure alignment on client proforma, billing, revenue allocation, legal requirements and any major hiring needs attached to deal
+ Work closely with corporate marketing team to develop best in class story and presentation materials in support of the selling process
**QUALIFICATIONS**
**Education and Work Experience**
* High School Diploma/Equivalent
* 10+ years of relevant work experience
* 8+ years of supervisory/management experience
* 10+ years of experience executing successful RFP proposal generation and developing business opportunities similar to those provided by Acosta.
* Proven track record/ history of multi-million-dollar annual sales development.
* Project Management from onset through transition.
* Experience responding to RFPs and RFIs.
* Prior experience in Retail, CPG, and/or manufacturing.
**Knowledge, Skills and Abilities Requirements:**
* Proven ability to prospect new business via industry research and cold call, create a robust pipeline, and negotiate well to ensure deal closure.
* Adept at storytelling and selling to business leaders.
* Stellar presentation skills and ability to engage and lead client meetings with senior stakeholders.
* Ability to lead, motivate, and influence team members (direct and indirect).
* Highly developed Project Management skills.
* Proven ability to analyze data and turn into real world solutions.
* Adept at building sustainable relationships.
* Extensive Industry contacts.
* Entrepreneurial by nature.
* High energy, positive thinker, collaborative, confident, consultative.
* Strong interpersonal and highly developed writing skills; acute attention to detail.
* Extensive exposure with Procurement & deep understanding of the role in a successful RFP.
* Ability to travel 50%.
**Physical Requirements:**
* Seeing
* Ability to Travel
* Listening
**ABOUT US**
Acosta is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.
Specializing in retail sales services, digital strategy, and business intelligence, Acosta empowers brands to thrive in the world of omnichannel shopping. Our sales and digital teams build lasting relationships, ensuring our client brands get the space they deserve in stores and outperform the competition online, while our merch reps make brands shine in retail locations across the world.
But it's not just about what we do - it's about who we are. With a team of over 20,000 associates, we're a community of forward-thinking, value-driven professionals committed to an unmatched level of trust and transparency in the industry. And, we understand the importance of work-life balance, which is why many of our field roles provide our associates with flexible scheduling options. Join us and be a part of a team that values growth and making a real impact for our clients, retail partners and their customers.
Acosta Group is an equal opportunity employer and will ensure that applicants with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed, please contact Be sure to include "Applicant Accommodation" in the subject of your email to expedite the request.
Acosta Group believes in good faith that the minimum and maximum annual salary or hourly compensation range for this opportunity is accurate and reasonable at the time of posting.
By applying, you agree to our Privacy Policy and Terms and Conditions of Use.
**#DiscoverYourPath**
Acosta, and its subsidiaries, is an Equal Opportunity Employer
**Job Category:** Exec Salary - Admin
**Position Type:** Full time
**Business Unit:** Sales
**Salary Range:** .00 - .00
**Company:** Acosta Services, Inc
**Req ID:** 12800
**Employer Description:** ACOSTA_EMP_DESC
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Business Development Director

75026 Plano, Texas UIC Government Services and the Bowhead Family of Companies

Posted 15 days ago

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Job Description

**Overview**
BUSINESS DEVELOPMENT DIRECTOR (PLTX)
Bowhead is looking for a Business Development Director to support our growing Manufacturing & Products (M&P) Business Group in Plano, TX.We are seeking a Business Development Director who will continue building and fostering OEM relationships, identifying Department of Defense and Federal manufacturing & product based efforts, building and managing a pipeline of competitive bid opportunities, and increasing financial profitability for M&P.
**Responsibilities**
+ Build and manage a pipeline of competitive opportunities with focus on manufacturing and reverse engineering. Pipeline will include Prime and Subcontracting opportunities with short-term and strategic requirements.
+ Establish, build and foster government, vendor, OEM and industry partner relationships nationally that catalyze new opportunities and revenue.
+ Identify, qualify and pursue new opportunities that correlate M&P capabilities and past performance to customer needs and requirements.
+ Manage and support M&P day-to-day Business Development operations, requirement assessments, technical assessments, technical proposal development and proposal pricing. This includes working with technical subject matter experts, proposal, contracts, pricing, and talent acquisition teams.
+ Manage the M&P business development budget (B&P/Capture) for each proposal approved for capture pursuit. You will have autonomy to manage your book of business throughout the full life-cycle, from inception to award.
**Qualifications**
+ Bachelor's degree or equivalent combination of education plus five or more (5+) year's business development experience in a government setting.
+ Understanding of Manufacturing & Product based procurement life-cycles and requirements.
+ Ability to lead large BD/capture efforts on DOD and Government opportunities.
+ Proposal writing experience and effective communication skills (both oral and written).
+ Collaborating with customers, vendors, UICGS management and teammates at all levels.
+ Computer savvy with solid experience using Microsoft Office including Word, PowerPoint, Project, Excel, and Outlook.
+ Military or Government experience.
Desired skills:
+ Ability to lead large BD/capture efforts on DOD and Government opportunities.
+ Ability to write technical proposals, white papers, RFI and Sources Sought responses. Experience using the Shipley method.
+ Ability to develop win methodologies, conduct competitive assessments and implement effective new business strategies.
+ Understanding of Alaskan Native Corporations and sole-source contracting requirements.
+ Ability to negotiate Teaming arrangements/agreements.
+ Ability to conduct open-source business intelligence.
+ Ability to support Cost proposal formulation.
+ Proficient in the use of CostPoint CRM or similar business development pipeline tools.
+ Deconflict pursuits with other Bowhead BD elements.
Physical Demands:
+ Must be able to lift up to 25 pounds
+ Must be able to stand and walk for prolonged amounts of time
+ Must be able to twist, bend and squat periodically
SECURITY CLEARANCE REQUIREMENTS:Candidates must be able to successfully pass a background check. Due to the location of this work, US Citizenship is required. Bowhead reserves the right to change this requirement if necessitated by business needs or contractual obligations.
#LI-JR1
Applicants may be subject to a pre-employment drug & alcohol screening and/or random drug screen, and must follow UIC's Non-DOT Drug & Alcohol Testing Program requirements. If the position requires, an applicant must pass a pre-employment criminal background history check. All post-secondary education listed on the applicant's resume/application may be subject to verification.
Where driving may be required or where a rental car must be obtained for business travel purposes, applicants must have a valid driver license for this position and will be subject to verification. In addition, the applicant must pass an in-house, online, driving course to be authorized to drive for company purposes.
UIC is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics EOE/D/V. In furtherance, pursuant to The Alaska Native Claims Settlement Act 43 U.S.C. Sec. 1601 et seq., and federal contractual requirements, UIC and its subsidiaries may legally grant certain preference in employment opportunities to UIC Shareholders and their Descendants, based on the provisions contained within The Alaska Native Claims Settlement Act. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
All candidates must apply online at and submit a completed application for all positions they wish to be considered. Once the employment application has been completed and submitted, any changes to the application after submission may not be reviewed. Please contact a UIC HR Recruiter if you have made a significant change to your application. In accordance with the Americans with Disabilities Act of 1990 (ADA), persons unable to complete an online application should contact UIC Human Resources for assistance ( contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
UIC Government Services (UICGS / Bowhead) provides innovative business solutions to federal and commercial customers in the areas of engineering, maintenance services, information technology, program support, logistics/base support, and procurement. Collectively, the fast-growing Bowhead Family of Companies offers a breadth of services which are performed with a focus on quality results. Headquartered in Springfield, VA, we are a fast-growing, multi-million-dollar company recognized as a top Alaska Native Corporation providing services across the Department of Defense and many federal agencies. Bowhead offers competitive benefits including medical, dental, vision, life insurance, accidental death and dismemberment, short/long-term disability, and 401(k) retirement plans as well as a paid time off programs for eligible full-time employees. Eligible part-time employees are able to participate in the 401(k) retirement plans and state or contract required paid time off programs.
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**ID** _ _
**Category** _Business Development/Strategic Planning_
**Location : Location** _US-TX-Plano_
**Clearance Level Must Be Able to Obtain** _Secret_
**Minimum Clearance Required** _N/A_
**Travel Requirement** _10% - 25%_
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Business Development Liaison

76206 Denton, Texas Select Medical

Posted 15 days ago

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Job Description

**Overview**
**Select Rehabilitation Hospital of Denton**
Denton, TX
**Business Development Liaison**
Clinical liaisons are highly competent nurses and therapists who understand the business side of health care. Working in local acute care hospitals, CLs educate patients and families on the goals of medical rehabilitation. They assess patients to determine individual care needs, review medical records, and meet with hospital teams to coordinate safe and timely transfers to our hospitals. CLs build strong relationships that help to build business through an increase of referrals and admissions.
**Responsibilities**
**Position Summary**
In this highly visible, challenging, and rewarding position, you will assume a leadership role, developing and nurturing professional relationships with case managers, physicians, and clinicians in acute care hospitals; educating staff, patients, and families regarding rehabilitation services provided by our rehabilitation hospital. In addition, you will assess patients with rehab diagnoses, on-site at referring hospitals, for admission to the rehab hospital and manage the referral process.
**Specific Duties**
+ Creates target lists of contacts and decision makers in assigned hospitals. Develops relationships, provides excellent customer service and educates referral sources on services provided by the hospital.
+ Demonstrates positive referrer satisfaction and account retention.
+ Educates potential patients and families on acute rehabilitation and the benefits of program(s). Distributes collateral materials appropriately.
+ Supports Sales and Marketing through educational programs, tours, meetings, etc. in assigned hospitals.
+ Develops strategies to grow market share in core business lines in assigned hospitals. Creates quarterly goals and objectives and submits to the supervisor.
+ Works with VP/Director Business Development to identify opportunities for expansion of strategic business initiatives.
**Qualifications**
**Minimum Qualifications**
+ Current and valid state licensure or eligibility for state licensure as a Registered Nurse, Physical Therapist, Occupational Therapist, or Speech Language Pathologist required.
**Preferred Experience**
+ Two years of related experience working in a clinical healthcare setting or previous experience working in a clinical liaison role are preferred.
+ Demonstrated competency with the preadmission process, including assessments and relationship building in a rehabilitation setting or in another post-acute care setting, is preferred.
+ Proven track record in sales and marketing with a least one year of experience in a related position preferred.
+ Demonstrated computer proficiency.
+ Must exercise sound judgment in handling the professional/confidential nature of health care sales.
**Additional Data**
**Why Join Us:**
+ **Earn More:** Uncapped monthly bonus program
+ **Start Strong** : Extensive and thorough orientation program to ensure a smooth transition into our setting
+ **Recharge & Refresh** : Generous PTO and Paid Sick Time for full-time team members to maintain a healthy work-life balance
+ **Your Health Matters** : Comprehensive medical/RX, health, vision, employee assistance program (EAP) and dental plan offerings for full-time team members
+ **Invest in Your Future:** Company-matching 401(k) retirement plan, as well as life and disability protection for full-time team members
+ **Your Impact Matters:** Join a team of over 44,000 committed to providing exceptional patient care
_Equal Opportunity Employer, including Disabled/Veterans_
Apply for this job ( this job
**Job ID** _ _
**Experience (Years)** _3_
**Category** _Business Development/Marketing/Sales - Clinical Liaison_
**Street Address** _2620 Scripture Street_
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