125 Local Businesses jobs in Flower Mound

**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.

**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.

Job Description

Welcome to AMN Healthcare: Where Your Career Becomes the Next Big Success Story!

Ever wondered what it takes to build one of the largest and most successful healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and amazing people like you. At AMN Healthcare, we don't just offer jobs; we pave the way for incredible careers.

Why AMN Healthcare? Because You Deserve the Best:

Forbes Recognition: We don't just make lists; we make headlines. AMN Healthcare proudly claims a spot on Forbes' prestigious lists not once, but twice! We're among the "Best Large Employers for Women," a testament to our commitment to excellence.

• SIA Approval: Acknowledged by Staffing Industry Analysts (SIA) as one of the "Rapidly Advancing Staffing Firms," we have no plans to decelerate in the future.
• Incredible Futures: Join a team that doesn't just talk about building the future; we're shaping it. Discover how AMN Healthcare is crafting incredible futures, one amazing career at a time.

The Manager, Allied Account Management is responsible for leading strategic growth initiatives across Allied fulfillment and order volume. This role drives execution of key business plans to enhance fill rates, expand market share, and increase revenue and profitability for both the division and AMN Healthcare.

As a people leader, the Manager fosters a high-performance culture by developing and engaging team members, aligning individual contributions with organizational goals, and ensuring operational excellence. This role collaborates cross-functionally to deliver results, optimize client satisfaction, and support the long-term success of Allied services.

Job Responsibilities

• Strategizes with division leadership to ensure production of team member key performance indicators to drive performance and exceed monthly revenue and operations plan.
• Reviews targets with team members and implements strong tactics to ensure targets are reached and exceeded.
• Leads a team of account managers while also managing a personal portfolio of clients, balancing leadership responsibilities with direct client engagement to drive fulfillment and growth.
• Formulates solutions to overcome people and resource driven obstacles to achieve required budget using divisional and corporate critical initiatives.
• Implements strategies with account management teams by interpreting fill rate performance data and analyzing the competitive landscape to increase client fulfillment.
• Leverages corporate resources, policies and structure to staff and develop engaged teams to achieve strategic and financial goals with the largest return on investment.
• Tracks and reports industry trends to achieve competitive edge in marketplace, by acquiring competitive intelligence (e.g. market share information) and industry practices in order to implement training and practices that outpace competitors.
• Champions new processes across multiple divisions of AMN by taking a holistic view of problems/opportunities while proposing value, casting vision, and managing change.
• Interprets and cascades enterprise-wide company goals from department leadership to communicate and reinforce strategy for operations and production expectations.

Key Skills

• Leadership experience
• Project Management
• Account Management
• Excellent written and verbal communication skills
• Ability to multi-task in a fast-paced and deadline driven environment

Qualifications

Education & Years of Experience

• Associate's Degree plus 5-7 years of work experience OR High School Diploma/GED plus 7-9 years of work experience
• Experience in healthcare or staffing account management

Additional Experience

• Experience in healthcare or staffing account management

Work Environment / Physical Requirements

• Work is performed in an office/home office environment.
• Team Members must have the ability to operate standard office equipment and keyboards.

AMN Healthcare will provide reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.

Our Core Values

• Respect • Passion • Continuous Improvement • Trust • Customer Focus • Innovation

At AMN we embrace the ways we are similar and different; respecting all voices and ensuring everyone has the opportunity to contribute to our collective success. We acknowledge our shared responsibility to foster a welcoming environment where everyone feels recognized and valued. We cast a wide net to recruit and retain competitive talent and build healthcare workforces supportive of the communities we serve. We believe in the power of compassion and collaboration to build healthy communities where access to quality care is available to all. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

At AMN we recognize that in-person connections have value and promote collaboration. You will be expected to come into an AMN Healthcare office at a frequency dependent on the work arrangement for your role.

Pay Rate
$64,000 - $79,500 Salary
Final pay rate is dependent on experience, training, education, and location.

This position may include additional compensation such as bonus or commission. Please ask your recruiter for more information.

Sabre Corporation is a leading technology provider to the global travel and tourism industry. Headquartered in Southlake, Texas, USA, Sabre operates offices in approximately 60 countries around the world. At Sabre, we make travel happen. Positioned at the center of the business of travel, our platform connects people with experiences that matter in their lives. Today, Sabre is creating a new marketplace for personalized travel. It is our people who develop and deliver powerful solutions that meet the current and future needs or our airline, hotel and travel agency customers. Join our journey!
Sabre powers the global travel industry with innovative technology that connects airlines, travel agencies, corporations, and travelers. Our Airline IT solutions help carriers optimize operations, enhance passenger experience, and drive profitability.
We are seeking a high-impact **Principal, Sales & Account Management (IC)** to lead and grow strategic airline accounts in **North America** . This role is designed for a **quota-carrying relationship builder** who thrives on nurturing long-term partnerships, ensuring account success, and driving incremental revenue.
**Role Overview**
The **Principal - Sales & Account Management** is the primary executive contact for assigned airline accounts. This individual will own the customer relationship end-to-end - ensuring Sabre delivers value, capturing new opportunities, securing renewals, and expanding wallet share.
The role blends **strategic account management** with **sales execution** , balancing long-term customer success with short-term revenue goals.
**Key Responsibilities**
+ Serve as the **primary point of contact and trusted advisor** for assigned airline accounts.
+ Build **long-term, senior executive relationships** to align Sabre's solutions with the customer's business strategy.
+ Manage the **full account lifecycle** - renewals, upsell/cross-sell, new opportunities, and customer satisfaction.
+ Achieve and exceed assigned **sales quota and revenue retention goals** .
+ **Collect on existing revenues** while identifying and closing incremental growth opportunities.
+ Lead **strategic account planning** : define growth strategies, identify risks, and ensure Sabre's portfolio adoption.
+ Orchestrate cross-functional engagement with **Product, Solution Consulting, Delivery, and Support teams** to deliver customer success.
+ **Stay current on industry and market trends - including NDC, airline retailing, AI/automation, and operations optimization - to provide insights that strengthen customer relationships, guide account strategy, and position Sabre as a trusted partner.**
+ Represent Sabre in **executive business reviews, industry forums, and customer councils** .
+ Travel up to **40-50% domestically** to engage with airline executives and operational teams.
**Education and Qualifications**
+ **10+ years of enterprise sales/account management experience** , ideally in Airline IT, SaaS, or travel technology.
+ Strong track record of **renewals, account growth, and quota achievement** in strategic accounts.
+ Deep experience **managing C-level airline relationships** and influencing multi-stakeholder decisions.
+ Proven ability to **balance long-term relationship building with short-term sales execution** .
+ Expert in **account planning, consultative sales, and commercial negotiations** .
+ Strong **executive presence** , communication, and storytelling skills.
+ Self-driven, strategic thinker with ability to manage complex accounts independently.
+ MBA strongly preferred; Bachelor's degree required.
**Benefits/Perks:**
+ Competitive compensation
+ Generous Paid Time Off (5 weeks PTO your first year!)
+ 4 days (one per quarter) of Volunteer Time Off (VTO)
+ Year-End break from Dec 26th - Dec 31st
+ We offer comprehensive medical, dental, vision, and Wellness Programs
+ Paid parental leave
+ An infrastructure that allows flexible working arrangements
+  Formal and informal reward, recognition, and acknowledgment programs
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

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.**
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 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.

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.**
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 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.

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.

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.

**Description**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**