Director - Strategic Financing Services - Applications and Strategic Planning

94278 Sacramento, California Cherry Bekaert

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Job Description

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Executive Director, Operations Management - OnDemand & Variable Tech

95828 Florin, California CBRE

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Job Description

Executive Director, Operations Management - OnDemand & Variable Tech

Job ID

220744

Posted

11-Jul-2025

Service line

GWS Segment

Role type

Full-time

Areas of Interest

Facilities Management

Location(s)

Remote - US - Remote - US - United States of America

The position is equivalent to a Sector COO

Responsible for overseeing On Demands global operations to ensure the efficient, effective, and integrated delivery of mobile technician services, third-party partnerships, and call center solutions. This executive will drive operational excellence, foster strategic partnerships, champion technology-enabled processes, and lead a transformation towards digital-first engagement. The ideal candidate will be a decisive, innovative leader with deep experience in FM service delivery, large-scale operational management, and transformation programs in a global context.

Operational Leadership and Strategy

  • Develop and execute a global operational strategy that aligns with the organization's vision and growth objectives.

  • Oversee end-to-end service delivery for mobile technicians and 3P service providers, ensuring optimal route planning, utilization, and service quality across all geographic regions.

  • Align operational frameworks and service level agreements (SLAs) to meet or exceed customer expectations.

Digital Transformation and Contact Center Management

  • Lead the transformation of a high-volume call center into a digitally-enabled customer service hub, leveraging self-service platforms and automation.

  • Develop digital-first strategies (e.g., omnichannel communication, AI-driven dispatch, analytics) to elevate customer experience and service efficiency.

  • Ensure rigorous performance measurement (e.g., average handle time, first-call resolution, customer satisfaction).

Process Optimization and Continuous Improvement

  • Implement data-driven methodologies (e.g., Lean, Six Sigma) to drive ongoing process improvements, reduce costs, and enhance service levels.

  • Oversee standardization and harmonization of operational processes across regions and business units.

  • Champion a culture of accountability, transparency, and continuous learning within the operations function.

Financial Management and Operational Budgeting

  • Collaborate with the executive leadership team to set financial targets and operational budgets, ensuring alignment with the company's strategic plan.

  • Monitor and optimize cost structures, driving profitability through process improvements, strategic sourcing, and vendor management.

  • Evaluate capital expenditures for technology upgrades, infrastructure improvements, and new growth initiatives.

Stakeholder and Relationship Management

  • Build and maintain strong relationships with clients, suppliers, and third-party service providers to ensure seamless service delivery and collaboration.

  • Serve as a spokesperson for operational excellence and innovation when engaging with senior clients and corporate boards.

Leadership and Talent Development

  • Recruit, mentor, and retain high-performing operational leaders, creating a succession pipeline within the global operations team.

  • Foster a customer-centric, inclusive, and performance-driven culture that encourages collaboration and innovation.

  • Implement leadership development programs and skill-building initiatives to ensure continual growth of operational staff.

What You'll Need:

  • Bachelor's Degree preferred with 15+ years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.

  • Experience in staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.

  • Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.

  • Motivation to impact results of a business unit, major operational segment, or enterprise-wide organization sub-function.

  • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

  • Meticulous organizational skills with a masterful inquisitive mindset.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Executive Director position is $230,000 annually and the maximum salary for the Executive Director position is $250,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.

Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).

CBRE GWS

CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.

Find out more (

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

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Executive Director, Operations Management - OnDemand & Variable Tech

94278 Sacramento, California CBRE

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Job Viewed

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Job Description

Executive Director, Operations Management - OnDemand & Variable Tech
Job ID
220744
Posted
11-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Facilities Management
Location(s)
Remote - US - Remote - US - United States of America
_**The position is equivalent to a Sector COO**_
Responsible for overseeing On Demands global operations to ensure the efficient, effective, and integrated delivery of mobile technician services, third-party partnerships, and call center solutions. This executive will drive operational excellence, foster strategic partnerships, champion technology-enabled processes, and lead a transformation towards digital-first engagement. The ideal candidate will be a decisive, innovative leader with deep experience in FM service delivery, large-scale operational management, and transformation programs in a global context.
**Operational Leadership and Strategy**
+ Develop and execute a global operational strategy that aligns with the organization's vision and growth objectives.
+ Oversee end-to-end service delivery for mobile technicians and 3P service providers, ensuring optimal route planning, utilization, and service quality across all geographic regions.
+ Align operational frameworks and service level agreements (SLAs) to meet or exceed customer expectations.
**Digital Transformation and Contact Center Management**
+ Lead the transformation of a high-volume call center into a digitally-enabled customer service hub, leveraging self-service platforms and automation.
+ Develop digital-first strategies (e.g., omnichannel communication, AI-driven dispatch, analytics) to elevate customer experience and service efficiency.
+ Ensure rigorous performance measurement (e.g., average handle time, first-call resolution, customer satisfaction).
**Process Optimization and Continuous Improvement**
+ Implement data-driven methodologies (e.g., Lean, Six Sigma) to drive ongoing process improvements, reduce costs, and enhance service levels.
+ Oversee standardization and harmonization of operational processes across regions and business units.
+ Champion a culture of accountability, transparency, and continuous learning within the operations function.
**Financial Management and Operational Budgeting**
+ Collaborate with the executive leadership team to set financial targets and operational budgets, ensuring alignment with the company's strategic plan.
+ Monitor and optimize cost structures, driving profitability through process improvements, strategic sourcing, and vendor management.
+ Evaluate capital expenditures for technology upgrades, infrastructure improvements, and new growth initiatives.
**Stakeholder and Relationship Management**
+ Build and maintain strong relationships with clients, suppliers, and third-party service providers to ensure seamless service delivery and collaboration.
+ Serve as a spokesperson for operational excellence and innovation when engaging with senior clients and corporate boards.
**Leadership and Talent Development**
+ Recruit, mentor, and retain high-performing operational leaders, creating a succession pipeline within the global operations team.
+ Foster a customer-centric, inclusive, and performance-driven culture that encourages collaboration and innovation.
+ Implement leadership development programs and skill-building initiatives to ensure continual growth of operational staff.
**What You'll Need:**
+ Bachelor's Degree preferred with 15+ years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience in staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.
+ Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
+ Motivation to impact results of a business unit, major operational segment, or enterprise-wide organization sub-function.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Meticulous organizational skills with a masterful inquisitive mindset.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Executive Director position is $230,000 annually and the maximum salary for the Executive Director position is $250,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Account & Relationship Management Executive - Clinical Neurology Journals

94278 Sacramento, California Wolters Kluwer

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Job Description

**LOCATION:** Remote U.S. locations
**OVERVIEW**
Your role will be responsible for initiating and managing productive business relationships as well as expanding existing business relationships in the rapidly evolving specialty of clinical neurology.
You will play a pivotal role in cultivating consultative relationships with influential decision-makers, with the goal of enabling delivery of innovative, tailored marketing solutions. By conducting in-depth needs analyses and aligning offerings with client objectives, you will drive demand and foster long-term partnerships. Your ability to negotiate with authority and implement strategic sales initiatives ensures both revenue growth and exceptional customer satisfaction. Regular client engagement, performance tracking, and proactive issue resolution will position you as a trusted advisor, uncovering opportunities for upselling and cross-selling. This role is ideal for someone who thrives on strategic collaboration and delivering measurable value to clients.
You will identify revenue opportunities by providing biotechnology, pharmaceutical, and medical device manufacturers as well as other commercial entities with effective solutions to their marketing challenges that leverage the full range of Wolters Kluwer's products and services. You will meet or exceed the sales target assigned to him or her. You will identify, develop, and watch for these opportunities and meets your sales target. Establishing productive business relationships with important marketing and sales decision-makers at biotechnology, pharmaceutical, and medical device manufacturers
**RESPONSIBILITITES**
**Opportunity Identification & Development**
+ Develop in-depth relationships with important decision-makers in assigned accounts.
+ Conduct thorough needs analysis to align products/services to customer requirements.
+ Negotiate terms and close sales with a high degree of authority.
+ Develop and implement targeted sales strategies.
+ Track and analyze sales performance metrics and tailor strategies accordingly. =
+ Conduct regular status meetings with clients to ensure satisfaction and identify opportunities.
+ Provide detailed and accurate sales forecasts.
+ Support clients during the implementation of products/services.
+ Resolve complex customer issues promptly and effectively.
+ Identify opportunities for upselling and cross-selling within the account portfolio.
**Active Selling**
+ Meet and exceed monthly, quarterly, and yearly revenue targets through complete ownership of an assigned book of business.
+ Create and update a Book of Business Plan to include strategy, tactics, and milestones as it relates to hitting goals set by the company.
+ Customize and communicate product value proposition and solution design.
+ Develop and review implementation scope.
+ Coordinate with Sales Operations team in executing supporting active selling functions including contract creation, terms, and conditions development, quoting, and modifications.
+ Conduct contract reviews, pricing, and negotiation.
+ Obtain final signature and finalize order.
**Customer Retention & Satisfaction**
+ Build lasting customer relationships to retain and grow existing commercial customer base.
+ Review account utilization management reporting and provide recommendations.
+ Conduct regular account review meetings.
+ Collaborate with marketing in account communications planning and marketing campaigns.
+ Identify cross-sell and up-sell opportunities.
+ Work closely with other Commercial Sales colleagues on new implementation, training of customers.
+ Manage all aspects of trial and subscription usage activity to ensure the customer realizes the full value of our services.
+ Trains all new clients and proactively seeks out training opportunities with existing clients who demonstrate low product usage. Client usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service.
+ Collaborate with marketing in account communications planning and marketing campaigns.
**Additional Duties**
+ Assist and communicate effectively with all departments as it relates to the company selling process.
+ Comply with established sales policies, pricing guidelines, and best practices.
+ Maintain the highest standards of integrity and respect for co-workers and customers Special projects as assigned.
+ Act as liaison between the marketplace and Wolters Kluwer Product Development Team by actively seeking out and documenting product and market feedback.
+ Participating in new system user acceptance testing.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent years of experience.
**Experience:** A minimum of 5 years of sales experience preferably in healthcare or IT related sales with a track record of success in building relationships throughout relevant customer disciplines and departments, meeting goals, and presenting to high level decision makers.
**Other Knowledge, Skills, Abilities or Certifications:**
+ Computer skills (Internet, Excel, PowerPoint, Word, and CRM Programs)
+ Experience demonstrating and selling sophisticated and complex products/technologies.
+ Possess product knowledge of all applications that are sold in the commercial market.
+ Telephone, presentation, and written communication skills.
+ Valid US driver's license and passport to manage overnight travel up to 30% - 35% in territory.
**TRAVEL:** Travel to an assigned territory to meet with customers. This position requires approximately 30%-35% travel.
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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Executive Director - Digital Product Management

94278 Sacramento, California CVS Health

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**A Brief Overview:**
Provides strategic leadership and manages a team responsible for digital product development by defining product roadmaps, prioritizing feature development, coordinating with stakeholders, and ensuring successful product launches. Oversees the entire product lifecycle, including requirements gathering, design, development, testing, and iteration. Work across the organization to align product strategies with business goals, manage resources, and facilitate effective collaboration between product teams and other departments to drive product success and customer satisfaction.
**What you will do**
+ Develops a strategic roadmap and vision for the organization's digital products and services.
+ Oversees the end-to-end product development lifecycle, from ideation to launch and ongoing enhancements.
+ Directs processes that match user-centric design principles to ensure that digital products provide intuitive, seamless, and engaging user experiences.
+ Directs teams in market research to identify customer needs, market trends, and competitive landscape.
+ Defines strategy for the product roadmap based on business priorities, customer feedback, and market opportunities.
+ Develops relationships with key stakeholders, including healthcare providers, patients, executives, and internal teams, to understand their needs, gather feedback, and ensure alignment of product strategy with organizational objectives.
+ Establishs goals and objectives for go-to-market strategies, positioning, and messaging for new product launches in order to create marketing collateral, conduct product demonstrations, and drive adoption and awareness among target users.
+ Manages team performance through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and team development.
+ Leads department in the identification of opportunities for product optimization, feature enhancements, and addressing user pain points.
**For this role you will need Minimum Requirements**
+ 13+ years work experience
+ Adept at execution and delivery (planning, delivering, and supporting) skills
+ Adept at business intelligence
+ Adept at collaboration and teamwork
+ Mastery of problem solving and decision making skills
+ Mastery of growth mindset (agility and developing yourself and others) skills
**Education**
+ Bachelor's degree preferred/specialized training/relevant professional qualification.
**Pay Range**
The typical pay range for this role is:
$175,100.00 - $334,750.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 07/30/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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Oracle Health - Senior Sales Executive - Revenue Cycle Management (RCM)

94278 Sacramento, California Oracle

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Job Description

**Job Description**
In this position, you will identify and qualify opportunities for Oracle Health's Revenue Cycle solutions, services and supporting technologies prospective new clients and coordinate all sales activities up to and including contract execution. You will build and maintain client relationships at the department head and CxO levels, conduct white space analysis to drive opportunity identification for assigned solution or venue, and build and maintain a pipeline and collaborate on opportunity forecast for assigned territory. You will also support sales events, including proposal creation, demonstrations, reference identification and visit planning, and create complex sales orders and review for accuracy based upon client requests, solution requirements, and pre-negotiated terms. Most importantly, you will manage a pipeline and forecast in order to drive sales opportunities to closure against a sales quota. We are glad you are considering joining our team and making your impact on health and care!
Career Level - IC5
**Responsibilities**
Basic Qualifications
- At least 8 years total combined higher education and related work experience, including:
o 2 years of Sales, business development, client relationship management, healthcare information technology (HCIT) consulting or other client-facing or HCIT solution work experience
o 6 years of higher education and/or additional work experience directly related to the job
Preferred Qualifications
- Bachelor's degree
- At least 2 years of Revenue Cycle working experience
- CRCR Certification - Certified Revenue Cycle Representative
Expectations
- Willing to travel up to 80% or as needed
- Willing to work additional or irregular hours as needed and allowed by local regulations
- Work in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any compromises of security within scope of position
- Perform other responsibilities as assigned
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
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Account & Relationship Management Executive - Enterprise Nursing Higher Education Field Sales (We...

94278 Sacramento, California Wolters Kluwer

Posted today

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Job Description

**LOCATION:** Remote U.S. (West - Preference will be given to a candidate who lives in western USA).
**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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