3 Senior Management Roles jobs in Maine
Senior Director of Strategic Planning and Performance Management
04332 Augusta, Maine
Lumen
Posted 4 days ago
Job Viewed
Job Description
**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Director, Strategic Planning & Performance Management plays a pivotal role in driving clarity, alignment, and execution across the CTO/STEPN (Security, Technology, Engineering, Product and Network) organization and broader Lumen enterprise. This leader is responsible for shaping and operationalizing the rhythms of business, enabling effective organizational program intake, and ensuring downstream engagement across cross-functional teams.
In this role, you will also partner closely with the CTO Leadership team Lumen Transformation Office to inform strategic priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster team culture and health, and drive storytelling that connects strategy to impact. Through disciplined planning and performance management, you will help scale operational excellence and accelerate innovation across the organization
**Location**
This is a remote opportunity open to candidates located anywhere in the U.S.
**The Main Responsibilities**
+ Shape and operationalize rhythms of business (QBR and MBR) across the CTO organization, driving consistency, transparency, and execution discipline.
+ Lead NPI and PLM strategic planning cycles, aligning organizational priorities with enterprise goals and transformation initiatives.
+ Partner with the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes.
+ Develop and manage performance and financial reporting across STEPN, enabling data-driven decision-making and accountability.
+ Forecast demand and capacity across teams to ensure resource alignment with strategic initiatives and delivery commitments.
+ Drive executive and internal communications, crafting compelling narratives that connect strategy to impact and foster engagement.
+ Facilitate cross-functional engagement, ensuring downstream teams are aligned and activated around key programs and initiatives.
+ Champion team culture and health, implementing practices that promote collaboration, resilience, and continuous improvement.
+ Lead visual storytelling and strategic communications, translating complex initiatives into clear, actionable insights for stakeholders.
+ Establish governance models and performance frameworks to monitor progress, identify risks, and drive continuous improvement.
+ Serve as a trusted advisor to senior leadership, providing insights, recommendations, and visibility into strategic execution.
**What We Look For in a Candidate**
+ Bachelor's degree in Business, Engineering, or a related field; MBA or advanced degree preferred.
+ 12+ years of experience in strategic planning, performance management, or program operations, ideally within a technology, SaaS, or enterprise transformation environment.
+ Proven experience serving in a Chief of Staff capacity or similar executive advisory role, with a strong ability to drive alignment, manage priorities, and support senior leadership.
+ Demonstrated success in leading cross-functional strategic initiatives with measurable business impact (e.g., improved delivery velocity, cost optimization, or increased stakeholder alignment).
+ Strong expertise in business rhythms, organizational planning, and performance frameworks across complex, matrixed organizations.
+ Exceptional communication and storytelling skills, with experience crafting executive-level narratives, briefing materials, and strategic updates.
+ Experience collaborating with external partners, vendors, and consultants to align strategic initiatives with market trends and innovation opportunities.
+ Track record of driving cultural transformation, team health, and engagement through structured planning and change management.
+ Advanced analytical and organizational skills, with the ability to synthesize complex data into actionable insights and influence decision-making.
+ Comfort operating in fast-paced, high-growth environments, with a bias for action and continuous improvement.
+ Trusted advisor to senior leadership, with a history of influencing strategic direction, managing executive priorities, and delivering high-impact outcomes.
+ Ability to manage confidential and sensitive information with discretion, integrity, and professionalism.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$171,447 - $28,596 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
180,020 - 240,026 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
188,592 - 251,456 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
#LI-Remote
#LI-KG1
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits ( Bonus Structure
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
09/11/2025
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Director, Strategic Planning & Performance Management plays a pivotal role in driving clarity, alignment, and execution across the CTO/STEPN (Security, Technology, Engineering, Product and Network) organization and broader Lumen enterprise. This leader is responsible for shaping and operationalizing the rhythms of business, enabling effective organizational program intake, and ensuring downstream engagement across cross-functional teams.
In this role, you will also partner closely with the CTO Leadership team Lumen Transformation Office to inform strategic priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster team culture and health, and drive storytelling that connects strategy to impact. Through disciplined planning and performance management, you will help scale operational excellence and accelerate innovation across the organization
**Location**
This is a remote opportunity open to candidates located anywhere in the U.S.
**The Main Responsibilities**
+ Shape and operationalize rhythms of business (QBR and MBR) across the CTO organization, driving consistency, transparency, and execution discipline.
+ Lead NPI and PLM strategic planning cycles, aligning organizational priorities with enterprise goals and transformation initiatives.
+ Partner with the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes.
+ Develop and manage performance and financial reporting across STEPN, enabling data-driven decision-making and accountability.
+ Forecast demand and capacity across teams to ensure resource alignment with strategic initiatives and delivery commitments.
+ Drive executive and internal communications, crafting compelling narratives that connect strategy to impact and foster engagement.
+ Facilitate cross-functional engagement, ensuring downstream teams are aligned and activated around key programs and initiatives.
+ Champion team culture and health, implementing practices that promote collaboration, resilience, and continuous improvement.
+ Lead visual storytelling and strategic communications, translating complex initiatives into clear, actionable insights for stakeholders.
+ Establish governance models and performance frameworks to monitor progress, identify risks, and drive continuous improvement.
+ Serve as a trusted advisor to senior leadership, providing insights, recommendations, and visibility into strategic execution.
**What We Look For in a Candidate**
+ Bachelor's degree in Business, Engineering, or a related field; MBA or advanced degree preferred.
+ 12+ years of experience in strategic planning, performance management, or program operations, ideally within a technology, SaaS, or enterprise transformation environment.
+ Proven experience serving in a Chief of Staff capacity or similar executive advisory role, with a strong ability to drive alignment, manage priorities, and support senior leadership.
+ Demonstrated success in leading cross-functional strategic initiatives with measurable business impact (e.g., improved delivery velocity, cost optimization, or increased stakeholder alignment).
+ Strong expertise in business rhythms, organizational planning, and performance frameworks across complex, matrixed organizations.
+ Exceptional communication and storytelling skills, with experience crafting executive-level narratives, briefing materials, and strategic updates.
+ Experience collaborating with external partners, vendors, and consultants to align strategic initiatives with market trends and innovation opportunities.
+ Track record of driving cultural transformation, team health, and engagement through structured planning and change management.
+ Advanced analytical and organizational skills, with the ability to synthesize complex data into actionable insights and influence decision-making.
+ Comfort operating in fast-paced, high-growth environments, with a bias for action and continuous improvement.
+ Trusted advisor to senior leadership, with a history of influencing strategic direction, managing executive priorities, and delivering high-impact outcomes.
+ Ability to manage confidential and sensitive information with discretion, integrity, and professionalism.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$171,447 - $28,596 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
180,020 - 240,026 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
188,592 - 251,456 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
#LI-Remote
#LI-KG1
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits ( Bonus Structure
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
09/11/2025
View Now
0
Director - Strategic Financing Services - Applications and Strategic Planning
04332 Augusta, Maine
Cherry Bekaert
Posted 4 days ago
Job Viewed
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:
$1 6,395- 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.
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:
$1 6,395- 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.
View Now
1
Account & Relationship Management Executive - Higher Ed Sales (Nursing) - Kansas City Metro
04332 Augusta, Maine
Wolters Kluwer
Posted 4 days ago
Job Viewed
Job Description
**LOCATION:** This position works from a remote home office and will live in or near to the Kansas City KS area.
**OVERVIEW**
You will be part of the Health Learning, Research & Practice (HLRP) Business Unit within Wolters Kluwer Health is a challenging and fulfilling role. To be successful, you will be driven to continuously learn and help nursing higher educational institutions change toward more effective learning models. The territory will consist mostly of Kansas and Nebraska (among neighboring areas). You will be selling CoursePoint+ (course materials), DocuCare (EHR), VSIM/VRClinicals (virtual patient simulation), and Lippincott Ready for NCLEX (testing prep).
You will have a territory of accounts and work for an organization that strives to build effective performance conditions. You will have a Regional Sales Manager who is a coach to help support career growth and learn emerging best practices in sales and marketing. You will play an important role in moving Wolters Kluwer Health to the forefront of nursing education, particularly in the digital solution space, and have uncapped earning potential along the way!
**RESPONSIBILITIES**
+ Develop and maintain a sales pipeline of opportunities to achieve sales objectives via prospecting and account management
+ Develop sales strategy for prospects and assigned accounts and successfully manage deals through the sales cycle
+ Communicate with customers with regards to any account problems and discuss customer concerns and suggestions
+ Negotiate service and product terms with customers
+ Report suggestions to and develop solutions with sales, order processing, and customer support team
+ Handle add-on sales for clients
+ Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information.
**QUALIFICATIONS**
**Education:** Bachelor's Degree or equivalent relevant experience
**Experience:** 3+ years working in Account Management, Sales, or other equivalent experience
+ Understanding of business, financials, products & services, and the market, preferably with a reputation for providing a level of expert knowledge within your industry
+ Excellent communication (both written & oral) and presentation skills
+ Ability to manage own territory and accounts and monitor resources accordingly
**TRAVEL:** Up to 4 days travel per week
**Additional Information** : Thepoint.lww.com
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
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.
**OVERVIEW**
You will be part of the Health Learning, Research & Practice (HLRP) Business Unit within Wolters Kluwer Health is a challenging and fulfilling role. To be successful, you will be driven to continuously learn and help nursing higher educational institutions change toward more effective learning models. The territory will consist mostly of Kansas and Nebraska (among neighboring areas). You will be selling CoursePoint+ (course materials), DocuCare (EHR), VSIM/VRClinicals (virtual patient simulation), and Lippincott Ready for NCLEX (testing prep).
You will have a territory of accounts and work for an organization that strives to build effective performance conditions. You will have a Regional Sales Manager who is a coach to help support career growth and learn emerging best practices in sales and marketing. You will play an important role in moving Wolters Kluwer Health to the forefront of nursing education, particularly in the digital solution space, and have uncapped earning potential along the way!
**RESPONSIBILITIES**
+ Develop and maintain a sales pipeline of opportunities to achieve sales objectives via prospecting and account management
+ Develop sales strategy for prospects and assigned accounts and successfully manage deals through the sales cycle
+ Communicate with customers with regards to any account problems and discuss customer concerns and suggestions
+ Negotiate service and product terms with customers
+ Report suggestions to and develop solutions with sales, order processing, and customer support team
+ Handle add-on sales for clients
+ Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information.
**QUALIFICATIONS**
**Education:** Bachelor's Degree or equivalent relevant experience
**Experience:** 3+ years working in Account Management, Sales, or other equivalent experience
+ Understanding of business, financials, products & services, and the market, preferably with a reputation for providing a level of expert knowledge within your industry
+ Excellent communication (both written & oral) and presentation skills
+ Ability to manage own territory and accounts and monitor resources accordingly
**TRAVEL:** Up to 4 days travel per week
**Additional Information** : Thepoint.lww.com
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
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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