Updated Jobs

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COMPANY OVERVIEW:

The company a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by a top private equity firm, they drive innovation through significant investments and an entrepreneurial spirit.

They focus on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, they deliver material impact on clients' topline and streamline their operations. They specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities.

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a highly accomplished Senior Engagement Manager to lead strategic Data, Analytics, and AI engagements for one of key clients. This role requires a seasoned consulting professional with deep expertise in payments analytics, fraud risk management, and advanced analytics delivery. The ideal candidate will bring a strong blend of business consulting, stakeholder management, thought leadership, and delivery excellence.

They will serve as a trusted advisor to senior client stakeholders while ensuring successful execution of complex analytics initiatives that drive measurable business outcomes.

This position is heavily client-facing and requires exceptional communication skills, executive presence, and the ability to translate complex analytical insights into actionable business strategies.

Client Engagement & Relationship Management:

Serve as a strategic partner and trusted advisor to stakeholders across Risk, Fraud, Payments, Analytics, and Product organizations.
Understand client priorities, business challenges, and emerging opportunities within the payments and fraud ecosystem.
Drive executive-level discussions and present analytical insights, recommendations, and transformation roadmaps.
Partner with client leadership to identify opportunities for leveraging Data, Analytics, and AI to improve business performance.
Build and maintain strong relationships with senior business and analytics leaders.
Contribute to account growth through consultative engagement and value creation.

Analytics Delivery Leadership:

Lead end-to-end delivery of large-scale analytics and AI programs focused on fraud risk, payment risk, transaction monitoring, customer protection, and decision intelligence.
Manage cross-functional teams of data scientists, analysts, consultants, and engineering resources.
Ensure delivery excellence, quality governance, stakeholder alignment, and achievement of business objectives.
Translate business requirements into analytical frameworks, models, and actionable recommendations.
Oversee project planning, resource allocation, risk management, and executive reporting.
Drive adoption of advanced analytics, machine learning, AI, and automation solutions.
Establish best practices for analytics consulting, solution design, and program execution.

Thought Leadership:

Act as a recognized subject matter expert in payments analytics, fraud analytics, and risk management.
Stay current with emerging industry trends, regulatory developments, AI innovations, and fraud prevention technologies.
Develop executive-level points of view, whitepapers, frameworks, and client presentations.
Mentor teams and promote a culture of innovation and analytical excellence.
Represent the organization in client workshops, industry forums, and leadership discussions.

REQUIRED QUALIFICATIONS:

Bachelor's degree from a highly reputed university in Engineering, Computer Science, Mathematics, Statistics, Economics, Finance, or a related quantitative discipline.
Master's degree (MBA, MS, Analytics, Data Science, Statistics, or related field) preferred.
10+ years of experience in Analytics Consulting, Risk Analytics, Fraud Analytics, Payments Analytics, or Data Science.
Proven experience managing large client-facing analytics engagements.
Deep domain expertise in:
Payments Analytics
Fraud Detection & Prevention
Credit Risk & Transaction Risk
Card Payments Ecosystem
Digital Payments & Consumer Banking Analytics
Financial Services Analytics
Prior consulting experience with leading firms such as:
Leading analytics consulting organizations.
Strong understanding of AI/ML applications in risk, fraud, and financial services.
Demonstrated success managing executive stakeholders and delivering measurable business impact.

PREFERRED QUALIFICATIONS:

Experience leading AI-driven transformation initiatives.
Familiarity with cloud analytics ecosystems and modern data platforms.
Experience managing multi-million-dollar consulting engagements.

LOCATION: Washington, DC (Hybrid)

Job ID# 3614898

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[internal_notes] =>

Employment: Full-Time

Full-time base salary: $200,000 - $220,000 p.a. plus benefits

Industry: Fintech

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking an experienced Strategic Account Manager to manage and grow key accounts within the Digital Platforms, Tech, and Media ecosystem. This role will focus on operational service lines including Trust & Safety, Content Moderation, Search Evaluation, FinCrime Operations, Customer Experience, Creator Support, Risk Operations, and other large-scale managed services programs.

The ideal candidate will serve as a trusted advisor to clients, driving account growth, operational excellence, and long-term partnerships while ensuring successful delivery of business process and operations-focused solutions. This is a highly client-facing role requiring strong relationship management, commercial acumen, executive presence, and experience navigating complex enterprise environments.

RESPONSIBILITIES:

Account Ownership & Growth

Own and manage strategic client relationships across assigned accounts.
Develop and execute account growth plans focused on retention, expansion, and revenue growth.
Identify opportunities to expand operational services including Trust & Safety, Content Moderation, Risk Operations, FinCrime, Search Evaluation,

Customer Support, and related managed services.

Achieve revenue, renewal, and account growth targets.
Drive upsell and cross-sell opportunities across existing client portfolios. Client Relationship Management
Build trusted relationships with senior stakeholders across Operations, Trust & Safety, Risk, Compliance, Customer Experience, and Business Leadership teams.
Conduct executive business reviews and strategic planning discussions.
Serve as the primary escalation point for operational, commercial, and delivery-related matters.
Ensure high levels of client satisfaction and long-term partnership success.

Operational Program Leadership

Partner closely with delivery and operations teams to ensure successful program execution.
Monitor program health, service delivery performance, governance, and operational outcomes.
Support workforce planning discussions, operational scaling initiatives, and global delivery strategies.
Drive continuous improvement initiatives to enhance efficiency, quality, and client outcomes.
Ensure alignment between client expectations and operational execution. Commercial Management
Lead contract renewals, SOW discussions, pricing negotiations, and commercial reviews.
Manage account forecasting, pipeline development, and growth planning.
Own commercial governance and ensure profitability targets are achieved.
Support RFPs, RFIs, and strategic business opportunities within existing accounts.
Cross-Functional Collaboration
Collaborate with Delivery, Operations, Recruiting, Workforce Management, Quality, and Leadership teams.
Bring market intelligence and client feedback back into the organization to support service innovation and go-to-market initiatives.
Act as the voice of the client internally while ensuring operational teams are positioned for success.

REQUIRED QUALIFICATIONS:

7+ years of experience in Account Management, Client Services, Strategic Partnerships, Business Development, or Client Success.
Proven experience managing enterprise or strategic accounts within Digital Operations, BPO, Outsourcing, Managed Services, Trust & Safety, Content Moderation, Customer Experience, Risk Operations, or FinCrime environments.
Strong track record of growing accounts through renewals, expansions, and strategic relationship management.
Experience engaging with Director, VP, and C-level stakeholders.
Strong commercial and negotiation skills with experience managing contracts, SOWs, and account growth plans.
Demonstrated ability to work across cross-functional teams including Operations, Delivery, Recruiting, Quality, and Executive Leadership.
Excellent communication, executive presentation, and stakeholder management skills.
Ability to thrive in a fast-paced, evolving client environment

PREFERRED QUALIFICATIONS:

Experience supporting major technology platforms, social media companies, digital-first organizations, or online marketplaces.
Prior experience with Trust & Safety, Content Moderation, Search Evaluation, Risk Operations, Fraud Operations, FinCrime, Creator Support, Customer Support, or Digital Operations programs.
Experience within BPO, Business Process Services, Managed Services, or Outsourcing organizations.
Familiarity with vendor governance models and global operations delivery.
Experience managing multi-million-dollar accounts and large-scale operational programs.
Bachelor's degree in Business, Communications, Marketing, Management, or related field.

LOCATION: San Jose, CA (Hybrid)

Job ID# 3614887

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[internal_notes] =>

Employment: Full-Time

Full-time salary: $200,000 p.a. (Total Compensation)

Industry: Digital Operations

Note: Mandarin proficiency is preferred.

COMPANY OVERVIEW:

This is a leading global manufacturer of highly engineered sensing, control, and sealing components. They deliver mission-critical protection and valuable data for a wide range of systems, including appliances, heating, air conditioning, refrigeration units, industrial process equipment, motor vehicles, and aircraft. They have over 4,000 employees worldwide across 10 manufacturing facilities dedicated to keeping people and their homes safe.

With a track record of over 75 years of innovation, quality, specialized expertise, they promote a highly collaborative approach, and a commitment to growth – working together with customers as a valuable partner, helping to meet their critical objectives. They recently re-established ourselves as an independent company and are looking for entrepreneurial minded candidates to help the company grow

POSITION OVERVIEW:

The Business Development Manager will expand presence in the North American electrification, power systems, and industrial OEM equipment markets by building strategic relationships with OEMs, engineering teams, and product development organizations.

This role focuses on engaging technical and commercial stakeholders early in the design cycle to ensure temperature, pressure, and hermetic sensing solutions are designed into next-generation systems.

Key application areas include:

Electrification platforms (EV charging, inverters, battery systems)
Power electronics and energy conversion systems
Industrial equipment (compressors, pumps, motors, and processing systems)

By influencing product platforms at the concept phase, this position will secure design specifications, preferred supplier status, and long-term adoption across high-volume and mission-critical equipment platforms.

Key Impact

In this role, you will identify emerging needs in electrification and industrial systems—including energy efficiency, system protection, thermal management, and reliability—and connect those needs with sensing and sealing technologies.

You will map key decision makers, track product development cycles, and coordinate internal engineering and product teams to develop solutions that become embedded in OEM platforms.

Success in this role will result in the company's technologies being designed into scalable electrification and industrial systems, generating repeatable revenue across multiple product lines and long lifecycle programs.

Target Customers & Ecosystem

This role will engage across the broader electrification and industrial OEM ecosystem, including manufacturers of power systems, automation equipment, and industrial machinery.

Electrification & Power Systems Applications

EV charging infrastructure
Power electronics and inverters
Battery energy storage systems
Energy conversion and control systems

Industrial OEM Equipment Applications

Compressors and pumping systems
Electric motors and drives
Industrial machinery and automation equipment
Processing and manufacturing systems

Product Applications

Temperature sensing (RTDs, thermistors, thermocouples)
Pressure sensing and monitoring
Hermetic sealing solutions for high-reliability environments

Key Stakeholders

Product engineering teams
Platform design and systems engineers
R&D and innovation teams
Sourcing and procurement organizations

RESPONSIBILITIES:

Relationship Development – Build strategic relationships with OEMs, engineering leaders, and sourcing teams within electrification and industrial equipment manufacturers.
Early Engagement – Engage early in product development cycles to secure design specifications and preferred supplier positioning for sensing and sealing technologies.
Solution Development – Identify unmet customer needs related to thermal management, pressure monitoring, and system protection; collaborate with internal engineering teams to develop optimized solutions.
Market Intelligence – Track product development pipelines, emerging trends (electrification, automation, energy efficiency), and competitive positioning to develop targeted growth strategies.
Internal Collaboration – Coordinate across engineering, product management, and regional sales teams to align resources and accelerate opportunity development.
Growth Metrics – Deliver upstream influence, specification / Approved Vendor Listing wins, portfolio pull‑through, and repeatable GTM patterns.
Market Presence – Represent at exhibitions and networking events to strengthen brand visibility and customer relationships.
Sales Support – Assist sales leadership with account planning, funnel management, and reporting on wins, losses, and market intelligence.

Success Criteria

Securing design wins and preferred supplier status with key OEMs
Influencing new product platforms across electrification and industrial equipment markets
Generating a qualified pipeline of opportunities across both verticals
Driving adoption of sensing and sealing solutions in mission-critical applications
Establishing repeatable go-to-market patterns across strategic accounts

PREFERRED PROFILE:

Education – Bachelor’s degree in Engineering, Business, or a related field.
Experience – 7+ years of experience in electrification, power systems, industrial equipment, automation, or industrial sensing technologies.
Technical Understanding – Familiarity with:
Temperature sensing technologies (RTDs, thermistors, thermocouples)
Power electronics and thermal management
Pressure sensing and monitoring systems
Industrial equipment applications (motors, pumps, compressors)
High-reliability and hermetic sealing environments
Market Network – Established relationships with OEMs, engineering teams, or sourcing organizations within electrification or industrial equipment markets preferred.
Sales Expertise – Proven success in technical solution selling and specification-driven business development, with the ability to translate complex engineering requirements into customer-focused solutions.
Travel – his position requires approximately 40–50% travel across North America.

LOCATION: Remote

Job ID# 3567189

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[internal_notes] =>

Central or Midwest U.S. (Preferred: Texas, Illinois, Ohio

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Business Development Manager will expand the presence in the North American data center infrastructure market by building strategic relationships with colocation providers, hyperscale cloud operators, and leading data center design and mechanical consulting firms.

This role focuses on engaging technical and commercial stakeholders early in the design cycle to ensure temperature and pressure sensing solutions are specified into next-generation data center cooling systems.

By influencing designs at the concept phase, the Business Development Manager will secure specifications, approved vendor status, and long-term adoption across major data center programs.

Key Impact

In this role, you will identify emerging cooling architecture needs within hyperscale and colocation data centers and connect those needs with sensing technologies.

You will map key decision makers, track new data center construction programs, and coordinate internal engineering and product teams to develop solutions that become embedded in next-generation cooling platforms.

Success in this role will result in technologies being designed into scalable cooling architectures, generating repeatable revenue across multiple data center deployments.

Target Customers & Ecosystem

This role will engage across the broader data center cooling and infrastructure ecosystem, including hyperscale operators, cooling equipment manufacturers, and engineering firms responsible for designing large-scale data center infrastructure.

RESPONSIBILITIES:

Relationship Development – Build and own upstream relationships with North American colocation providers and cloud service operators OR with North America’s top data center design and mechanical consulting firms.
Early Engagement – Establish senior technical and commercial connections early in the design cycle to secure specifications and approved vendor listings for thermal and power‑management solutions.
Solution Orchestration – Identify unmet customer needs, frame problem statements, and involve subject matter experts to transform concepts into reference designs and standards.
Market Mapping – Track influencers, programs, and build schedules; develop insight‑driven pursuit plans and coordinate tender responses.
Internal Collaboration – Drive cross‑segment cooperation in a matrixed environment, ensuring clear roles, rapid decisions, and repeatable playbooks.
Growth Metrics – Deliver upstream influence, specification / Approved Vendor Listing wins, portfolio pull‑through, and repeatable GTM patterns.
Market Presence – Represent at exhibitions and networking events to strengthen brand visibility and customer relationships.
Sales Support – Assist sales leadership with account planning, funnel management, and reporting on wins, losses, and market intelligence.

Success Criteria

Securing early-stage design specifications and Approved Vendor Listing (AVL) status
Influencing designs across multiple data center build programs
Generating a qualified pipeline of opportunities within the data center vertical
Driving adoption of sensing technologies within data center cooling architectures
Establishing repeatable go-to-market patterns that accelerate long-term growth

PREFERRED PROFILE:

Education – Bachelor’s degree in Engineering, Business, or a related field.
Experience – 7+ years of experience in data center infrastructure, HVAC-R systems, thermal management, or industrial sensing technologies.
Technical Understanding – Understanding of data center cooling systems including chillers, CRAH/CRAC units, liquid cooling, pumps, and thermal monitoring systems.
Market Network – Established relationships with data center operators, engineering firms, mechanical contractors, or cooling system OEMs preferred.
Sales Expertise – Proven track record in technical solution selling, demonstrating the ability to translate complex requirements into customer‑focused solutions.
Travel – This position requires approximately 40–50% travel across North America.

LOCATIONS: TX, AZ or OH (may consider additional locations)

Job ID# 3556150

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[internal_notes] =>

BD search geography expanded: No longer limited to specific locations—candidates anywhere with airport access and travel willingness now acceptable

LOCATIONS: Columbus, OH, USA | Houston / Dallas, TX, USA | Phoenix AZ, USA

$130k - $140k base salary + 30% bonus (OTE $182K on the top end)

Ohio is now the preference

- Is there an outlined territory for this position? What states does this person cover? – North America (mainly US)

- Are they given any accounts to start? – No. Some leads will be provided. BDM will have responsibility for lead development.

- 50% travel is expected. Is that primarily driving travel or overnight stays/plane trips? Most travel would be overnight stays / plane trips.

- Are you able to give an example of a typical travel schedule for a BDM?

2 weeks per month travel to 4-6 customer locations
1 week per month travel to Columbus, OH HQ (especially first 3-6 months to align with Product Management and Engineering)

Business Development Manager: https://jobs.dayforcehcm.com/en-US/token/CANDIDATEPORTAL/jobs/580

Hiring Manager: Brian S.

Why open: resignation from someone who was based out of Florida

Location: preference for Ohio (CBUS even better) — but open to remote — stay in EST and CST

True hunter - going after net-new business. 50% or more travel
BIGGEST THING IS SOME TECHNICAL APPTITUDE — Someone who has worked with PHYSICAL PARTS — vs. software or services. HVAC, refrigeration or appliances is nice to have

COMPANY PROFILE:

Our client helps companies accomplish more with their print, electronic, data-driven and critical communication programs. Their solutions combine the latest online technology with numerous capabilities in marketing, document management, and product supply chains.

For over 90 years, they have been a recognized leader in developing, building, and executing marketing solutions within regulated and highly secure environments. These include healthcare, financial, medical-device, government, retail, and other essential businesses.

POSITION OVERVIEW:

We are looking for an experienced Mail Processing -Inserter Machine Operator. The Mail Inserter Operator is responsible for the set-up, operation, training and maintenance of all Mail processing Inserter and inkjet machines.

RESPONSIBILITIES:

Performs standard and complex job set-up, operation, training & maintenance, optimizing equipment for maximum efficiency, including compliance with equipment specifications, safety and company procedures.
Reviews job instructions and coordinates job requirements internally and client specifications to ensure the highest quality of work.
Perform proofing and project approvals, including effective and clear communication with program managers, sales representatives and customers.
Mentor and train staff on all mail inserters, inkjets, and related production equipment.
Help develop Standard Operating Procedures (SOP’s) for job related functions, processes, and recommend method efficiencies and process improvements
Operates Mail processing equipment according to safety policies, procedures and safety rules, including the use of appropriate safety equipment. Always maintains safe working environment.
Participates in safety training program.
Reviews safety data sheets (SDS) for products used in work assignments; stores, labels, handles and prepares chemicals for disposal according to state and federal hazardous waste handling regulations.
Other duties and special projects as assigned

PREFERRED PROFILE:

High school diploma or general education degree (GED); or 3 years minimum related experience and/or training; or equivalent combination of education and experience.
High level of experience with mail processing equipment including how to start, setup, operate, train, adjust and understand mailing requirements, have knowledge of mailing regulations and safety protocols- including safe use of equipment and chemicals.
Computer skills are sufficient to interface with various mail equipment and files.
Strong Verbal and written communications to follow job instructions, SOP’s and safety rules; effectively communicate with KP mail team members, employees and customers.
Reviews all work carefully for completeness and accuracy before signing off and passing through; pays close attention to details.
Identifies problems and notifies appropriate personnel and manager in a timely manner.
Strong Interpersonal skills to get along and work effectively with others.
Strong mechanical aptitude to troubleshoot machine issues and take appropriate actions to get machine back online.
Ability to lead and work in a team environment; helps and supports all employees; shares expertise with others.

LOCATION: Renton, WA (Seattle Metro)

Job ID# 3554190

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[internal_notes] =>

Direct experience or training regarding direct mailing machine operational guidance, machine setup, assistance and actual production on mailing inkjet and inserter machines within a large production environment.
Awareness of postal regulations and procedures.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Account Manager is responsible for building strong relationships with existing and new customers, understanding needs, and ensuring their satisfaction with products or services. They serve as the main point of contact for customers, addressing their concerns, and collaborating with internal teams to achieve customer goals and drive revenue growth. This highly visible role collaborates with internal and external engineering decision makers on existing and new product development to meet company sales objectives.

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customers’ supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel, and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to 50% or more when necessary.

LOCATION: Remote in Midwest or Middle U.S.

Job ID# 3246907

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[internal_notes] =>

4/23:

Still have 5 openings – Ohio they have the most progress on; they are pushing through three candidates, two that are in final phases, and one that is meeting with Edvens. Still need candidates for the other locations. Alex suggests concentrating in Nashville, Tennessee and Atlanta, Georgia (can also go up to Charlotte, NC for one of the ATL positions), with Georgia being the TOP priority. Louisville is also an option. Still keep a pulse on Ohio, but there is movement there.

4/8/26

the Account Assignments are CONFIDENTIAL, and we are only sharing it with our recruiters to target better candidates. These are not to be shared with the candidates themselves.

Account Manager Recruitment Locations:

Nashville, TN - A O SMITH, NIBE INDUSTRIER AB, CARRIER, HAYWARD IND, KNOX SALES, MERKS INC

Atlanta, GA #1 - RHEEM, BITZER, SAMSUNG GROUP

Columbus, OH - COPELAND, BARD MFG CO, REGAL BELOIT CORP, ULTRALIFE CORPORATION

Louisville, KY - HAIER, TOPWORX, ASPEN COMPRESSOR LLC, NORTEK

Atlanta, GA #2 (or Charlotte, NC) - DANFOSS, SPX CORPORATION, TPI CORPORATION, ARRCO LLC, CHROMALOX, MODINE MFG, DOVER CORP, WARREN TECHNOLOGY, SMITHS GROUP PLC

3.26.2026

Locations: Ohio (1-opening), Tennessee (ideally Nashville; 1-opening)
Nashville: a lot of HVAC and Pool + Spa (HVAC being priority)
Around Nashville — the goal is that they can get there simply; anywhere in Tennessee that is open and parts of Kentucky we can pull from (Louisville, KY down to Nashville, TN)
With all Account Manager roles they need to be readily able to get to a major airport.
For Ohio - Eastern Indiana (like Indianapolis is still 2.5 hours away from Copeland) — they want someone to cover the Copeland account now, so backfill of Nathan Borders. Not so much someone in Michigan. This one needs to have HVAC and Water Heater.

Account Manager - 2 openings (one is a backfill for Nathan Borders) - HVAC and Appliances space - targeting Ohio and surrounding states — managing OEM accounts. Alex mentioned Tennessee would be OK due to some accounts there. Targeting folks with 5-8 years of experience.

ACCOUNT MANAGER - SOUTHERN MICHIGAN TO SOUTHERN OHIO WOULD BE IDEAL — MAYBE INDIANA - Account Manager for Midwest will be covering Copeland which is in Sydney, Ohio - need someone who can go there consistently. It's one of their biggest customers — someone in King of Prussia, PA would be rough. That's a lot of travel — he will still interview Josh, but they want someone closer ideally.

Account Manager — a little more regional; someone who is closer to the West Coast --- what accounts they would be controlling — the Northwest is not covered well. The thought is to find someone more middle to Western US — ideally avoiding California. States: Utah, Arizona, Oregon, Washington, Colorado, Idaho.

Someone who has managed larger OEMs.

They hired one Account Manager recently, that had handled some, but was certainly more green. There has been an added focus on finding someone more senior. Book of business will be about $15M - $20M. Won't consider someone with a book of business lower than $5M; even that is borderline. Central US can still have potential.

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The caliber of candidates they have received with the $120k - $130k range hasn’t been up to standard with what they are looking for. Thinking raising the salary could uncover more potential. They need approval to go up higher, but it’s a possibility. Maybe even up to $140k.

Midwest down to Texas and Southeast (Carolinas – do not go too far out east – this is not North East or PA – no NYC or Vermont, etc.
HVAC experience is desired; compartmentalized small products that go into other products; OEM type of businesses; outside sales structure. Meeting with customers, suppliers, going on-site.
Managing accounts ranging in size from $5M - $15M accounts
Seeing people from Honeywell and Cognex –

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

Our client believes that diverse, equitable, and inclusive teams lead to better outcomes. They are committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. They foster an engaged, diverse, and inclusive team culture of accountability and purpose that makes their firm and communities better.

POSITION OVERVIEW:

The firm has immediate openings for entrepreneurial Attorneys ready to advance their careers and those with experience in at least one of their industry specializations. It offers in-office and remote opportunities for continued growth.

RESPONSIBILITIES:

Advise and represent clients in legal matters
Conduct legal research and analysis
Draft legal documents and manage cases
Negotiate settlements and ensure ethical compliance

PREFERRED PROFILE:

JD and active bar license
Strong analytical, communication, and research skills
High ethical standards and attention to detail
Organized and able to manage caseloads

LOCATION: Remote

Job ID# 3026766

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[internal_notes] =>

https://legalcareers.huschblackwell.com/viRecruitSelfApply/RecDefault.aspx?Tag=055034f9-b124-4f47-a1ce-aa9d3c488fb0

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

POSITION OVERVIEW:

The firm is actively pursuing new partnerships. They are seeking partners interested in growing their practice who have a portable book of business and expertise in one or more of its supported industries.

RESPONSIBILITIES:

Handles complex cases, provides expert advice
Manages key client relationships, attracts new clients
Leads teams, mentors associate attorneys, and contributes to firm management
Seeks new business and contributes to firm growth
Maintains high ethical conduct
Extensive experience, strong client base, business skills, and leadership

PREFERRED PROFILE:

Demonstrated ability to attract and retain clients, contributing to the firm's financial success
Deep understanding of the law within a primary industry specialization
Proven track record of success within the practice area
Strong client relationship management skills
A proactive approach to identifying and pursuing new business opportunities
Deep legal knowledge, business acumen, and strong communication
Understanding of the firm's financial operations
Portable book of business of at least $1 million

LOCATION: Remote

Job ID# 2583536

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COMPANY OVERVIEW:

With over 150 years as a community-focused, this publicly traded bank and its subsidiaries build lasting prosperity through relationships and solutions that empower customers for success in their financial journeys. Customers across an eight-state footprint choose this bank for a comprehensive range and personalized delivery of retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. They leverage large bank capabilities and local focus to help make every community they serve a better place for people and businesses to thrive.

POSITION OVERVIEW:

The Financial Advisor represents the bank in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of Wealth Management.

The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.

PREFERRED PROFILE:

Bachelor’s Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Beavercreek, OH

Job ID# 3580078

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[internal_notes] =>

The wage range for the Financial Advisor position is $35,000-$40,000 annually and is eligible for transition bonus and incentives. The position includes 22 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.

We do not offer Paternity Leave. He would be eligible for FMLA Leave once he has worked for 1250 hours and has completed 1 year of service. There is also a Personal Leave that he could apply for.

As far as the PTO, for this position it would depend on what level they would come in:

Financial Advisor or AVP Financial Advisor ( Officer Level)

1-5 YOS = 22 Days

6 or more YOS = 27 Days

VP Financial Advisor and above (Senior Officer )

(DOH) = 27 Days

SEPTEMBER 16TH -

she thinks we need to look at someone younger, who might appreciate the opportunity; late 20s, early 30s that is really had some success for 3 years but would really appreciate falling into that book. Established advisors; if they already have a book at that size or larger, there is no reason for them to consider it unless they are at bank programs.

Going to have to go a little bit more junior; she understands that. Someone who is coachable and who has proven investment sales face to face --- the face to face experience is very important; it's different than selling by phone or Teams. Typically someone with strong sales skills and they sell face to face, but they have to have some of that experience. It's very different. Typically, advisors without experience, they are at the Associate level. More likely to call from a call center environment or something like that. While they have importance, it's more of a stepping stone.

If someone comes in at the Associate level and produces, they will quickly promote them. It's happened many times; those shying away from that Associate role, their goals would be more aligned with more of their experience is. The goals are lower than a full advisor; if you don't have a lot of experience, you may end up being 10% to goal and very frustrated.

Compensation for Associate Advisor is more bottom heavy at the lower end of the production range than the production grid. If you are only doing $15k a month in revenue, you'll make more income to you in the Associate position that the Advisor position. The Advisor position is more top heavy, higher payout on the upside. As you progress through the career path, if you're doing $30K+ a month per revenue you'd be in a full Advisor role to get that higher payout.

For Jackson, Ohio -- could consider an Associate Level position because they have Allen Morris there in that area that is temporarily covering and they could report into him; but that's not ideal, but she would consider it.

Just hired someone in Dayton, Ohio -- he was at "Premier Banker" role; a licensed private banker and they actually wrote business. That would be a really good role to target. From what she is understanding, they are not given a ton of flexibility in terms of a career path to an advisor role. He just started, so no production yet, but thinks that could be a good position to look at -- at Fifth Third - Preferred Relationship Manager - look both in Lexington and Jackson and surrounding areas. The titles of the roles change often within the bank.

Someone who has been selling as a private banker who that wants to be an advisor. Walking into a large book, so low risk.

They have no other candidates besides what we brought forward so far. Turn up the heat, she needs some hires!

Scott Love + Lisa Stavsky will want to do final interviews with any Financial Advisor candidate prior to an offer being extended.

When I explain, I just plug the numbers into the grid and add the salary.

At 250k you would make a 19% payout plus the salary.

Or $87.5k

At $300k you would have a 23% payout plus salary

Or 109k.

Tim, our last advisor in Lexington, had produced 172k in 7 months, in his first full year. He was averaging right at 25k in revenue, on track for $300k.

Tim was on a special pay out his first 18 months, 28%, made 72k the first 7 months. or a little over 10k per month. He was also on a special salary the first year. I didn't add that in.

COMPANY OVERVIEW:

This company is a significant force in the fashion, automotive, and furniture sectors, actively contributing to the Industry 4.0 revolution. They achieve this by delivering cutting-edge technologies, including software, equipment, data, and services, which in turn enable industrial intelligence solutions and facilitate the digital transformation of their clients. With over 50 years of global experience and operations in more than 100 countries, the organization's 3000 employees are united by a shared passion and driven by innovation.

POSITION OVERVIEW:

The primary function of this position is to perform the sales of solutions, by actively prospecting, acquiring and closing new businesses, using various combinations of the Company’s broad products and services. The key focus of the role is to perform the sale of their next generation solution, a cloud-based digital product development platform.

RESPONSIBILITIES:

Promote the Company’s vision and increase the awareness of their brands on the market through regular visits to accounts
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.
Apply consultative selling methodology:
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied
Understand our customers strategy and anticipate their challenges
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown needs
Manage the cycle of high added value and technological sales, including Software and delivery of services:
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of the Company’s solutions
Quotation, proposal drafting, negotiation and closing in compliance with the Company’s standards terms and conditions of contract
Achieve and exceed sales objectives by developing the business through a constant pipeline built up with accounts assigned

QUALIFICATIONS:

We are looking for ambitious and curious B2B account executives with a passion for innovation. Our ideal candidate will have the following profile:

At least 5 years of experience in direct and consultative sales of high added value solutions, preferably in SaaS, High Technology and Product Development
Bachelor’s degree Business Administration (BBA) or engineering Bachelor of Science (B.S.) or a Bachelor of Engineering (B.Eng.)
Experience and network in the Fashion industry will be required
Ability to hunt new opportunities and adaptability to new environments
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned
Experience in customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative selling methodology. Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior
Outstanding listening skills, to understand objectives and desired outcomes of the customers
Ability to convince a prospect to accept the offer and close a deal
Entrepreneurial mindset and autonomous personality
Good command of MS Office (Power Point, Excel, etc.)
Fluency in English is required, French is a plus

LOCATION: Hybrid in Smyrna, Georgia (2-days remote, 3-days in office when not traveling) OR remote in EST with preference for NYC

TRAVEL: 50-60% expected travel; including US, Canada, and France (passport required)

Job ID# 3553270

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[internal_notes] =>

UPDATE: 4/30/2026

Location: ATL — able to report into the office when not traveling
Experience selling complex SaaS solutions — like ERP or PLM
Does not have to be Fashion / Apparel although that's still ideal.
From the HM: We can be open to candidates coming from other industries. In that case, it is essential that the person has proven experience with long sales cycles, ideally in complex enterprise software environments and no mono process. For example, you can avoid the automotive industry.

Remote in the East, preferably Northeast near NYC. They would like to see examples of profiles of candidates that may be above the compensation range (currently at $132k base, OTE $220k). We are looking for candidates who already have 5+ years of experience selling SaaS solutions into fashion and apparel brands. Coming from companies like Bamboo Rose, Centric Software — it could be selling an ERP system into retailers.

Hybrid in Smyrna, Georgia (2-days remote, 3-days in office when not traveling) OR remote in EST with preference for NYC

Compensation: 60/40 split -- base salary UP TO $132K, OTE $220K

Competitors:

COMPANY OVERVIEW:

This is a trusted provider of verification/authentication, credit, risk mitigation, collection and dispute resolution services to the largest financial institutions in the US. Leveraging strong data and innovative technology, the company analyzes processes to help lenders improve operational efficiency and performance.

HOW YOU'LL MAKE A DIFFERENCE:

Salespeople are highly valued within the organization. Success will be defined by your ability to launch and expand the presence, volumes, financial growth and energy within assigned top US lenders.

WHY JOIN THIS COMPANY:

The company is collaborative and creative, rallying internal teams together around customers to design and deploy solutions that help customers do better business.
They help customers Upward! through flexibility in solving problems powered by accurate credit and ID data.
They value open communication at all levels to ensure ideas are shared in all directions.
They love candidates who bring their collaboration, creativity and caring to the team and to the customer – and who will take full responsibility and ownership for bringing each customer partnership Upward! to the next level of growth.

RESPONSIBILITIES:

Acquire a working understanding of our services to be able to relate them to customer's needs.
Establish Goals and Opportunity Pipeline for assigned account(s)
Work Pipeline & Develop New Business
Prioritize, prepare, execute & follow-up to grow our business
The majority of time should be spent on qualified, scheduled in person/virtual meetings & sales calls.
Establish and maintain positive business and customer relationships, act as a trusted business partner & problem solver.
Learn all you can about your customer(s) and the goals of their organization. How can we help them achieve those goals? Explore their process to identify opportunities and match those with our various product and technology solutions.
Consistently seek to meet new contacts, new departments.
Prepare for success… pre-call plan for calls / meetings, both internal and external, and ask for feedback prior to executing.
Follow-up quickly on customer’s requests and needs.
Continually evaluate progress & assess priorities to make sure you’re always working on the right things to help us achieve goals
Utilize sales resources as appropriate – (e.g. Confluence, LinkedIn, Dayforce Learning, Salesforce)
Support Existing Customers/Business
Work with internal support resources (Strategic Account Managers, Support, Integrations/Solutions Engineers, etc.) to give customers the best possible service.
Provide training to customers, continue to keep them abreast of enhancements and changes to our products and technology; ensure they understand how these will directly benefit them.
Closely monitor customer volume by reviewing MTD & YTD reports, seek to understand fluctuations and share observations with your customers and leaders.
Bring customer related problems or issues to the attention of management team
Work in the spirit of open communication
Communicate often and with everyone, it influences thinking, helps you learn, keeps others informed, and shows how much you care.
Participate in all necessary conference calls and sales meetings, share successes, failures and ideas.
Keep up on industry news and competition; share observations
Include Leaders in decision making
Use Salesforce
Salesforce is an important tool for Team and for work with customers, it should be used daily to organize yourself and document your efforts with Customers.
Follow all policies & procedures, rules & regulations, including Travel & Business Expense Reimbursement as outlined in Employee Handbook.
Keep up-to-date with company & industry trainings.
Represent the company in a positive way at all times. Exemplify a good working attitude and be supportive of Innovis’ Philosophies, plans and management decisions. Be willing to adapt to changes in economic conditions, staff fluctuations, and customer expectations.
Adhere to and be compliant, as applicable, with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, as well as all other federal, state and local laws, and company policies and procedures

PREFERRED PROFILE:

High school diploma or GED, required.
5+ years of B2B selling, preferably in financial services at the SVP to C level.
3+ years of experience in Risk, Fraud, Identity, Authentication, Credit, and/or Collections. Credit Card experience a plus.
Strong network of financial institution contacts, preferably for the account(s) assigned to you.
Possess excellent verbal and written communication skills.
Strong initiative, ability to organize, and be self-disciplined & motivated.
Present to the public in a professional demeanor.
Familiarity with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, FDCPA and how they impact our customers and industry.
Familiarity with Salesforce, Microsoft Office and Tableau helpful.
excellent verbal and written communication skills.
initiative, ability to organize, and be self-disciplined & motivated.
Ability to the public a professional, business-like appearance and demeanor.

Job ID# 3497786

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[internal_notes] =>

Compensation: $110k - $150k base + bonus | OTE in year one will likely be their salary, year two they should be able to achieve the first bonus; $15k. Tiers up from there, some years as high as $60k - $70k in bonus, but those are few and far between. Realistic OTE of $125k (if salary at $110k), $175k (if salary at $150k) by year two.

FEBRUARY 2026

Targeting $120k - $130k base + Bonus
When you qualify for the bonus it is $15-$20K to start and goes up from there uncapped
Not sure where the 80/20 split on the opp info sheet came from

Role play in second interview with Shawn – selling what they are currently selling.

Evan – he was all surface knowledge; they were not connecting. He seemed like he didn’t know what he was talking

Fraud and Identity Solutions are most important – recently had some success finding people from smaller financial institutions in like Fraud Leadership – small financial institutions in Columbus or Philly may be a good area to look.

Socure, Prove – identity verification solutions

in the FIs or selling if they work with Authentication/verification part of fraud

They haven’t had much success with competitors because of how they approach their sales

Assigned accounts – learn that relationship and then identify ways their solutions can help solve business problems.

REMOTE ANYWHERE – ANY TIME ZONE – NOT California or NYC because of a challenging onboarding process. Close to an airport (45-minutes to an hour).

TWO openings – backfilling positions due to people leaving (end of last year) --

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

POSITION OVERVIEW:

The firm has immediate openings for entrepreneurial Associates ready to advance their careers and those with experience in at least one of their industry specializations. It offers in-office and remote opportunities for continued growth.

RESPONSIBILITIES:

Conduct legal research and draft documents
Assist with case management and client communication
Support court proceedings and trial preparation

PREFERRED PROFILE:

JD and an active bar license
Strong research, writing, and analytical skills
Organized, detail-oriented, and a good communicator
Professional, ethical, and eager to learn

LOCATION: Remote

Job ID# 3026624

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[internal_notes] =>

https://legalcareers.huschblackwell.com/viRecruitSelfApply/RecDefault.aspx?Tag=055034f9-b124-4f47-a1ce-aa9d3c488fb0

3/14 - Other high priority needs are our Consumer Finance Associate roles, Real Estate Land Use and International Trade & Supply Chain Associate.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Business Development Manager will expand the presence in the North American commercial food equipment (restaurant and foodservice) market by building strategic relationships with leading OEMs, platform engineering teams, and product development organizations.

This role focuses on engaging technical and commercial stakeholders early in the design cycle to ensure temperature sensing solutions (RTDs, thermistors, and thermocouples) are designed into next-generation cooking, refrigeration, and food processing equipment.

By influencing product platforms at the concept phase, this position will secure design specifications, preferred supplier status, and long-term adoption across high-volume equipment platforms.

Key Impact

In this role, you will identify emerging trends and unmet needs in commercial food equipment—including energy efficiency, food quality consistency, safety, and electrification—and connect those needs with sensing technologies.

You will map key decision makers, track new product development cycles, and coordinate internal engineering and product teams to develop solutions that become embedded in OEM platforms.

Success in this role will result in technologies being designed into high-volume food equipment platforms, generating repeatable revenue across multiple product lines and customer programs.

Target Customers & Ecosystem

This role will engage across the broader commercial food equipment ecosystem, including OEMs, system integrators, and engineering teams responsible for designing cooking, refrigeration, and food processing equipment.

RESPONSIBILITIES:

Relationship Development – Build strategic relationships with OEMs, engineering leaders, and sourcing teams within commercial food equipment manufacturers.
Early Engagement – Engage early in product development cycles to secure design specifications and preferred supplier positioning for sensing technologies.
Solution Orchestration – Identify unmet customer needs related to temperature control, safety, and performance; collaborate with internal engineering teams to develop optimized sensing solutions.
Market Mapping – Track product development pipelines, emerging trends (electrification, energy efficiency, automation), and competitive positioning to develop targeted growth strategies.
Internal Collaboration – Coordinate across engineering, product management, and regional sales teams to align resources and accelerate opportunity development.
Growth Metrics – Deliver upstream influence, specification / Approved Vendor Listing wins, portfolio pull‑through, and repeatable GTM patterns.
Market Presence – Represent at exhibitions and networking events to strengthen brand visibility and customer relationships.
Sales Support – Assist sales leadership with account planning, funnel management, and reporting on wins, losses, and market intelligence.

Success Criteria

Securing design wins and preferred supplier status with key OEMs
Influencing new product platforms across multiple equipment categories
Generating a qualified pipeline of opportunities within the food equipment vertical
Driving adoption of sensing solutions across high-volume product lines
Establishing repeatable go-to-market patterns within strategic OEM accounts

PREFERRED PROFILE:

Education – Bachelor’s degree in Engineering, Business, or a related field.
Experience – 7+ years of experience in commercial food equipment, HVAC-R, appliance manufacturing, or industrial sensing technologies.
Technical Understanding – Familiarity with temperature sensing and control applications, including:
RTDs, thermistors, and thermocouples
Thermal control systems in ovens and cooking equipment
Refrigeration temperature monitoring
Safety and limit control systems.
Market Network – stablished relationships with commercial food equipment OEMs, engineering teams, or sourcing organizations preferred.

LOCATIONS: TX, AZ or OH (may consider additional locations)

Job ID# 3567910

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[internal_notes] =>

LOCATIONS: Midwest U.S. (Preferred: Illinois, Ohio, Wisconsin

$130k - $140k base salary + 30% bonus (OTE $182K on the top end)

Ohio is now the preference

- Is there an outlined territory for this position? What states does this person cover? – North America (mainly US)

- Are they given any accounts to start? – No. Some leads will be provided. BDM will have responsibility for lead development.

- 50% travel is expected. Is that primarily driving travel or overnight stays/plane trips? Most travel would be overnight stays / plane trips.

- Are you able to give an example of a typical travel schedule for a BDM?

2 weeks per month travel to 4-6 customer locations
1 week per month travel to Columbus, OH HQ (especially first 3-6 months to align with Product Management and Engineering)

Business Development Manager: https://jobs.dayforcehcm.com/en-US/token/CANDIDATEPORTAL/jobs/580

Hiring Manager: Brian S.

Why open: resignation from someone who was based out of Florida

Location: preference for Ohio (CBUS even better) — but open to remote — stay in EST and CST

True hunter - going after net-new business. 50% or more travel
BIGGEST THING IS SOME TECHNICAL APPTITUDE — Someone who has worked with PHYSICAL PARTS — vs. software or services. HVAC, refrigeration or appliances is nice to have

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Bachelor’s Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Newport KY (Greater Cincinnati area)

Job ID# 3558426

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[internal_notes] =>

We do not offer Paternity Leave. He would be eligible for FMLA Leave once he has worked for 1250 hours and has completed 1 year of service. There is also a Personal Leave that he could apply for.

As far as the PTO, for this position it would depend on what level they would come in:

Financial Advisor or AVP Financial Advisor ( Officer Level)

1-5 YOS = 22 Days

6 or more YOS = 27 Days

VP Financial Advisor and above (Senior Officer )

(DOH) = 27 Days

SEPTEMBER 16TH -

Someone who has been selling as a private banker who that wants to be an advisor. Walking into a large book, so low risk.

They have no other candidates besides what we brought forward so far. Turn up the heat, she needs some hires!

Scott Love + Lisa Stavsky will want to do final interviews with any Financial Advisor candidate prior to an offer being extended.

When I explain, I just plug the numbers into the grid and add the salary.

At 250k you would make a 19% payout plus the salary.

Or $87.5k

At $300k you would have a 23% payout plus salary

Or 109k.

Tim, our last advisor in Lexington, had produced 172k in 7 months, in his first full year. He was averaging right at 25k in revenue, on track for $300k.

Tim was on a special pay out his first 18 months, 28%, made 72k the first 7 months. or a little over 10k per month. He was also on a special salary the first year. I didn't add that in.

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Bachelor’s Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: California, MD

Job ID# 3558422

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

We do not offer Paternity Leave. He would be eligible for FMLA Leave once he has worked for 1250 hours and has completed 1 year of service. There is also a Personal Leave that he could apply for.

As far as the PTO, for this position it would depend on what level they would come in:

Financial Advisor or AVP Financial Advisor ( Officer Level)

1-5 YOS = 22 Days

6 or more YOS = 27 Days

VP Financial Advisor and above (Senior Officer )

(DOH) = 27 Days

SEPTEMBER 16TH -

Someone who has been selling as a private banker who that wants to be an advisor. Walking into a large book, so low risk.

They have no other candidates besides what we brought forward so far. Turn up the heat, she needs some hires!

Scott Love + Lisa Stavsky will want to do final interviews with any Financial Advisor candidate prior to an offer being extended.

When I explain, I just plug the numbers into the grid and add the salary.

At 250k you would make a 19% payout plus the salary.

Or $87.5k

At $300k you would have a 23% payout plus salary

Or 109k.

Tim, our last advisor in Lexington, had produced 172k in 7 months, in his first full year. He was averaging right at 25k in revenue, on track for $300k.

Tim was on a special pay out his first 18 months, 28%, made 72k the first 7 months. or a little over 10k per month. He was also on a special salary the first year. I didn't add that in.

COMPANY PROFILE:

POSITION OVERVIEW:

We are looking for an experienced Estimator. The Estimator is responsible for calculating unit and production costs from customer specifications and identifying the most cost-effective methods of production. This role works closely with internal teams and vendors to optimize efficiency, support sales growth, and ensure competitive pricing.

RESPONSIBILITIES:

Cost Estimation & Analysis

Accurately calculate costs using customer specifications and technical expertise.
Understand and apply appropriate production methods and materials available within company facilities and vendor capabilities.

Production Standards & Optimization

Establish accurate production standards in collaboration with department heads and production staff.
Partner with team members and vendors to identify and develop the lowest cost methods of production.
Work with internal stakeholders to analyze cost and quality to support cost reduction and process improvement initiatives.

Technical & Customer Support

Provide technical information and support to Production, Program Management, and Sales regarding project estimating and product design.
Assist with the creation and refinement of Standard Operating Procedures (SOPs) for estimating and related processes.

Process Improvement

Recommend and implement method efficiencies and process improvements to enhance accuracy, speed, and cost-effectiveness.

PREFERRED PROFILE:

Education, Experience and Training (Knowledge):

High school diploma (or equivalent) plus 2 – 4 years of related work experience.
Experience in estimating, production planning, or cost analysis preferred.
2+ years working with Microsoft Dynamics AX, Business Central or similar MRP systems. Experience with PrintVis a plus.
Proficiency with Microsoft Office tools.
Strong understanding of print, mail and fulfillment.
Knowledge of manufacturing processes, materials, and vendor capabilities.

Skills and abilities:

Exceptional attention to detail with a focus on accuracy and completeness.
Strong verbal, written, and listening skills; able to follow SOPs and detailed instructions.
Ability to clearly communicate project specs and manufacturing plan.
Effective time management, organization, and prioritization skills.
Able to manage multiple tasks in a fast-paced environment.
Open to adopting new technologies and processes.
Proactive problem-solver with clear communication of issues and solutions.

LOCATION: Renton, Washington

Job ID# 3561387

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COMPANY OVERVIEW:

Seeking an energetic Account Executive with experience in Manufacturing. The ideal candidate will reside on the East Coast or Midwest.

POSITION OVERVIEW:

The primary function of this position is to perform the sales of solutions, by actively prospecting, acquiring and closing new business within named accounts, using various combinations of the Company's portfolio of Equipment and SaaS solutions.

RESPONSIBILITIES:

Promote Company’s vision and increase the awareness of their brands on the market through regular visits to accounts
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.
Apply consultative and Challenger selling methodologies to identify and drive qualified opportunities
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied
Understand their customers strategy and anticipate their challenges
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown
Apply MEDDPICC qualification to ensure accurate forecasting
Manage the cycle of high added value and technological sales, including industrial equipment, SW, delivery of services, training, consulting and recurrent maintenance contracts
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of the Company’s solutions
Quotation, proposal drafting, negotiation and closing in compliance with the Company’s standards terms and conditions of contract
Achieve and exceed sales objectives by developing business and maintaining a constant pipeline of qualified deals built within accounts assigned

QUALIFICATIONS:

5+ years of experience in direct and consultative sales of high added value solutions, preferably in High Technology / System Integration / Services / SaaS / Manufacturing / Industrial Equipment / 4.0 Industry / IIOT / cutting room / CAD operations
Experience and network in the Fashion industry will be appreciated but not mandatory
Ability to hunt new opportunities and adaptability to new environments and skills
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned
Experience in building customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative and challenger selling methodology
Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior
Outstanding listening skills to understand objectives and desired outcomes of the customers
Ability to convince a prospect to accept the offer and close a deal with minimal discounting
Good command of MS Office (Power Point, Excel, etc.)
Fluency in English is required

LOCATION: The position is remote in EST time zone, Midwest preferred

TRAVEL: There will be 50% of travel to customer sites in the US and France

Job ID# 3606387

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[internal_notes] =>

OTE $225k - $241,667

50% travel will probably be the norm, especially when it picks up again
More central, not as much east is preferable - Ohio, Illinois,Indiana

COMPANY OVERVIEW:

POSITION OVERVIEW:

This role is ideal for someone who combines strong consultative presales skills, a strong understanding of the fashion manufacturing process, and technical credibility in CAD environments. This is a highly strategic role focused on helping customers envision and validate their future-state cutting room and workflow transformation.

The Presales Consultant plays a key role in supporting the development and advancement of strategic opportunities involving the Company's CAD ecosystem, digital workflow solutions, and related manufacturing technologies. This position will primarily focus on CAD project opportunities in the Fashion market, while also supporting other market opportunities as needed. The role requires a strong combination of consultative presales capability, understanding of manufacturing workflows, and technical credibility in CAD environments.

Working closely with sales, customers, and internal stakeholders, this role will help identify customer needs, analyze current workflows, position the Company’s solutions, and support the technical win through discovery, demonstrations, business cases, and solution definition.

RESPONSIBILITIES:

Support the sales team in identifying, qualifying, and advancing CAD-related opportunities, primarily in the Fashion market
Conduct discovery sessions to understand customer workflows, operational challenges, business priorities, and digital transformation goals
Analyze customer processes related to CAD structure, pattern engineering, marker making, order flow, and cutting room operations
Bring technical credibility to opportunities involving customers using CAD environments
Assess how customer CAD structure and process maturity impact solution readiness and successful adoption
Deliver impactful presentations, technical discussions, demonstrations, and workflow reviews tailored to customer needs
Position the Company’s solutions through business value, process improvement, and measurable operational outcomes
Collaborate with account managers to develop business cases, ROI justification, and value-based proposals
Support benchmark, pilot, and proof-of-value activities when required
Contribute to competitive positioning by understanding customer alternatives, workflows, and market expectations
Partner with Sales, Marketing, Product, Customer Success, and Delivery teams to support opportunity development and internal alignment
Ensure structured handoff of qualified opportunities into later project phases

QUALIFICATIONS:

Bachelor’s degree in industrial engineering, Manufacturing, Apparel/Fashion Technology, Engineering Technology, or related field preferred
3–7 years of relevant experience in presales, consulting, industrial software, CAD environments, or manufacturing operations
Strong understanding of fashion manufacturing workflows and/or cutting room processes
Experience with CAD solutions is a must
Ability to assess customer workflows and identify opportunities for operational improvement through technology
Strong consultative, analytical, and customer-facing communication skills
Ability to translate technical workflows into business value and customer outcomes
Strong presentation and stakeholder engagement skills, including the ability to influence both operational users and leadership teams
Ability to work cross-functionally in a collaborative, fast-paced environment
Experience supporting software, SaaS, or digital workflow solutions
Exposure to Industry 4.0, digital transformation, or connected manufacturing initiatives
Experience in customer-facing technical sales, solution consulting, or process consulting
Business fluency in English
Spanish is a plus

LOCATION: based in Smyrna, GA, USA. Hybrid schedule 3/2 (3 days office-based / 2 days remote)

TRAVEL: 20 – 30% of travel to customer sites + Company offices

Job ID# 3606384

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[internal_notes] =>

OTE $110K (MAX) -- 80/20 split

COMPANY OVERVIEW:

This is a family office created to manage the wealth, investments and financial affairs for a high net-worth group.

POSITION OVERVIEW:

The family office Controller reports to the CFO This position is responsible for the accounting for multiple investment entities. This individual must own all the accounting functions, ensure financial controls are followed.

RESPONSIBILITIES:

Accounting & Financial Management

Review and process personal and household expenditures for family members.
Monitor cash balances and assist with cash flow planning.
Prepare monthly, quarterly, and annual financial reports.
Book journal entries for Investments and K1's for investments

Personal Bill Pay & Expense Administration

Manage payment of personal, household, and family office bills, including utilities, vendors, household staff, memberships, and service providers.
Ensure timely payment of invoices and recurring obligations.
Track and categorize expenses for accounting and tax purposes.
Maintain organized records of invoices, receipts, and supporting documentation.
Coordinate with family members and household managers regarding payment requests

Bank Reconciliations & Cash Management

Prepare and post journal entries, accruals, and adjusting entries.
Perform monthly bank reconciliations across multiple personal and entity accounts.
Investigate and resolve discrepancies, outstanding items, and unusual transactions.
Monitor account activity for accuracy and fraud prevention.
Oversee credit card charges and credit card reconciliations.
Coordinate wire transfers, ACH payments, and banking relationships.

Tax Compliance & Tax Return Support

Compile financial information and supporting documentation for individual, trust, partnership, and entity tax returns.
Prepare tax workpapers and schedules for external CPAs and tax advisors.
Track estimated tax payments and filing deadlines.
Assist with gathering information for income tax, gift tax, trust tax, and property tax filings.
Maintain tax records and organize annual tax documentation.

State Registration & Entity Compliance

Maintain compliance for LLCs, partnerships, trusts, and other family entities.
Prepare and file annual state registrations, business renewals, and required reports.
Monitor filing deadlines and ensure entities remain in good standing.
Coordinate with registered agents, attorneys, and outside advisors.
Maintain corporate records, organizational documents, and compliance calendars.

Insurance Administration

Manage and maintain insurance policies, including personal property, homeowners, umbrella, auto, life, and specialty coverage.
Track policy renewals, premium payments, and coverage changes.
Coordinate with insurance brokers regarding claims, renewals, and policy reviews.
Maintain schedules of insured assets and coverage details.
Assist with annual insurance audits and risk assessments.

Investment & Asset Administration

Maintain records for real estate, private investments, and other family assets.
Assist with investment reporting and performance summaries.
Coordinate with investment advisors, custodians, and financial institutions for subscription agreements and capital calls

Vendor & Professional Advisor Coordination

Coordinate requests for financial information and documentation.
Assist with special projects and financial analyses for family principals.

Internal Controls & Recordkeeping

Maintain confidential financial records and sensitive personal information.
Develop and improve accounting procedures and internal controls.
Ensure proper document retention and secure filing systems.
Support audits, reviews, and due diligence requests.

PREFERRED PROFILE:

Bachelor’s degree in accounting, Finance, or related discipline.
At least 5–7 years of full-cycle accounting experience.

Technical Competencies

Mastery of QuickBooks, Sage,
Maintain Sage Intacct Systems (Financial Software) ONGOING
Add Users/Maintain Acess
Load Budgets
Create Financial Reports
Close/Reopen Periods
Maintain Chart of Accounts
Maintain Department Codes/Classes
Advanced Excel capability for cash flow forecasting and Budgeting
Clear comprehension of GAAP, trust accounting rules

Behavioral Attributes

Unwavering ability to manage sensitive, ultra-high-net-worth data with total confidentiality.
Hyper-vigilant focus on tracking variances across multiple entities without dropping execution velocity.

LOCATION: Amherst, NH (Hybrid office)

Job ID# 3603464

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POSITION OVERVIEW:

Join a collaborative and high-performing Internal Audit & Advisory Services team, where you will have a direct and visible impact on the organization and the local region. You'll gain broad exposure to business functions across a public company, with meaningful interaction at all levels of management.

This is an excellent opportunity for an early-to-mid-career professional to build and advance a strong foundation in internal audit, risk management, and SOX compliance while contributing to meaningful work that drives organizational improvement.

The Internal Audit & Advisory Services’ mission is to provide independent, objective assurance and consulting services designed to add value and improve operations and mitigate risks. The team takes a systematic, disciplined approach to evaluating and improving the effectiveness of risk management, internal controls, compliance, and governance processes.

The Internal Audit & Advisory Services Associate/Senior Associate will be responsible for supporting, and at the senior level, leading elements of the annual audit plan, including Sarbanes-Oxley (SOX) compliance, operational audits, and risk and process-improvement assessments. This position offers the opportunity to grow with a collaborative team, learn from experienced auditors and gain exposure to all aspects of the company’s operations and management team.

RESPONSIBILITIES:

Audit & SOX Support:

Support execution of the annual audit plan, including SOX compliance and operational audits.
Assist with and independently conduct risk assessments and document business processes through flowcharts and narratives.
Coordinate and lead walkthroughs, perform key control testing, and prepare audit workpapers to support audit findings.

Risk & Process Improvement:

Identify risks and opportunities for improvement within business processes across the organization.
Assist in, and at the senior level, lead in developing recommendations and remediation plans for identified control deficiencies.
Collaborate with management and control owners to ensure control changes and corrective actions identified from audits and assessments are implemented timely and effectively resolve identified issues.
Promote best practices designed to add value, improve operations, and mitigate financial, regulatory and operational risks.

Collaboration & Communication:

Develop and maintain effective working relationships with business process owners and internal stakeholders to gather information, advise, discuss audit results and provide recommendations to strengthen internal controls.
Build trust and credibility with management, leadership and co-workers across the organization. Support a culture of ethical values and fraud risk awareness.
Collaborate with external auditors and co-source partners as needed.

Continuous Learning & Development:

Develop and deepen knowledge of internal audit practices, SOX requirements, and operations.
Take initiative to learn and proactively implement best practices for continuous improvement in team processes.
Serve as a steward of the Company's Mission and Core Values.

PREFERRED PROFILE:

Bachelor’s degree in Accounting, Business Administration, Finance or Information Systems, or a related field.
Associate: 1-3 years of relevant experience (internships included), including prior audit experience in public accounting or corporate internal audit. Senior Associate: 3-5 years of relevant experience with demonstrated progression in audit responsibilities.
General understanding of accounting principles and financial statement disclosure requirements.
Strong analytical and problem-solving skills with a willingness to challenge the status quo.
Effective written and verbal communication skills, with the ability to present findings clearly and professionally to various audiences.
Self-motivated with strong organizational skills and the ability to manage multiple priorities in a team environment.
Commitment to maintaining confidentiality and adhering to uncompromising professional and ethical standards.

PREFERRED QUALIFICATIONS:

CPA or CIA certification or actively progressing toward one. (Senior Associate candidates are strongly encouraged to hold or be near completion of a certification.)
Experience with Sarbanes-Oxley, COSO Framework, risk assessments, control analysis and audit methodologies.
Experience drafting control deficiencies and corrective actions and communicating them to management.
At the senior level, demonstrated experience independently managing audit engagements and interfacing directly with business stakeholders.
Proficient with Microsoft Office products as well as Optro/Auditboard or similar audit platforms.

LOCATION: Pittsburgh Metro

Job ID# 3602554

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COMPANY OVERVIEW:

Our client is an Agentic AI Platform for Real-Time Enterprise Data Management and Monetization.

POSITION OVERVIEW:

Our client is looking for a sales-driven Enterprise Sales Director with 10+ years of B2B enterprise sales experience, especially in cloud/data warehousing, data platforms, or Consulting Services in the Insurance/InsureTech Domain. This person will lead pipeline generation, own the full sales cycle, and build strong relationships across the Insurance/Insuretech space.

RESPONSIBILITIES:

Drive outbound prospecting across verticals (insurance, finance, healthcare), leveraging existing relationships and networks
Proactively identify and engage enterprise buyers to build a high-value sales pipeline
Conduct in-depth discovery sessions to uncover clients’ data workflow challenges and pain points
Translate these insights into bespoke solution proposals, positioning the company's cloud/data fabric capabilities as high-impact answers
Take ownership from first outreach through proposal, negotiation, and closing
Partner with Product, Technical, Marketing, and Legal teams to craft compelling PoVs and offers
Develop regional account strategies and maintain accurate forecasts and CRM records (e.g., Salesforce)
Meet or exceed ambitious sales targets with a consultative, value-focused selling approach
Cultivate deep, strategic relationships with executive and technical stakeholders
Understand vertical-specific challenges—especially around governance, compliance, and data workflows—to drive relevance and trust

PREFERRED PROFILE:

10+ years of experience in enterprise B2B sales of cloud, data platforms, or data warehouse solutions. Documented track record of meeting/exceeding sales targets, navigating complex multi-stakeholder cycles
Deep knowledge of regulatory and data challenges in Insurance/InsureTech
Skilled in building and expanding client networks within the insurance domain
Expert at diagnosing client needs and crafting tailored solution narratives and proposals. Comfort in mapping data workflow/management gaps to technical solutions
Strong proficiency in managing the end-to-end sales cycle, including conducting demos, negotiation, closing, and the use of CRM tools like Salesforce, Zoho
Exceptional at storytelling, persuasion, negotiation, and account leadership across executive-level stakeholders
Demonstrated drive, independence, persistence, and a hunter mindset to navigate long sales cycles and maintain momentum
Familiarity with enterprise cloud platforms, modern data warehouse technologies, and integration dynamics
Proven success in closing enterprise-level deals with complex negotiations and long cycles
Comfortable managing remote/virtual sales engagements and navigating fast-paced, evolving market conditions

LOCATION: Remote - East Coast

Job ID# 3602416

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[internal_notes] =>

Just one comment, focus specifically on titles and experience in Underwriting, Pricing, Rating, Actuarial, Compliance or selling into those.

Anyone in Claims, Distribution related titles might not be a fit unless they have had experience on the above in the recent past.

Actually some of these samples profiles, like Verisk or Duck Creek are perfect ones and a couple had Claims in the title or experience and they may not suit us perfectly.

https://www.linkedin.com/in/joseph-g-dittrich-9144b45/

https://www.linkedin.com/in/wgenard/

https://www.linkedin.com/in/brian-dressel-193b014/

https://www.linkedin.com/in/phil-handy-78ab9112/

https://www.linkedin.com/in/jameslleavitt/

https://www.linkedin.com/in/billsitnik/

Here are some sample companies as reference where we can look to find the ideal candidate.

Insurtech Examples:

Insurity
InsureMO
Owl.co
zesty.ai
Earnix
Guidewire
hyperexponential
Akur8
Duck Creek
OneShield
WTW - Insurance Consulting and Technology
ChainThat
Sapiens International
Majesco
Shift Technology
Applied Systems
Cytora
Socotra

and Insurers (carriers) examples:

State Farm
Hanover
Geico
Allstate
Hartford
AAA
Progressive
Travelers
Liberty Mutual
Chubb

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a strong, hands-on Senior Analyst with deep experience in the payments space to join the Analytics team in San Jose. This role will focus on driving insights and strategies across credit/debit card payments and fraud, partnering closely with product, risk, and business stakeholders.

You will use your expertise in SQL, Tableau, and analytical problem solving to identify trends, diagnose issues, and recommend data-driven solutions that improve authorization rates, reduce fraud losses, and enhance customer experience.

RESPONSIBILITIES:

Analyze large-scale transaction, user, and behavioral data to identify fraud patterns, emerging attack vectors, and payment risks.
Develop, refine, and monitor fraud strategies, rules, and policies to reduce losses while minimizing customer friction.
Build and track key fraud and payment performance metrics (e.g., chargeback rates, false positive rates, approval rates, loss rates).
Partner with product, engineering, operations, and data science teams to design and implement fraud controls and payment risk solutions.
Conduct deep-dive investigations into fraud incidents and payment anomalies; provide clear root-cause analysis and recommendations.
Support experimentation (A/B tests, rule changes, model deployments) and measure impact on fraud loss, customer experience, and operational cost.
Create clear, concise dashboards and reports for stakeholders and leadership, highlighting trends, risks, and opportunities.
Stay current on industry fraud trends, tools, and regulatory considerations relevant to digital payments and e-commerce.

PREFERRED PROFILE:

5+ years of total analytics experience in the payments space (India + USA experience both count), ideally within card networks, issuers, acquirers, PSPs, or large fintechs.
Strong domain exposure to credit/debit card payments; fraud/risk analytics experience strongly preferred.
Advanced proficiency in SQL (complex joins, window functions, performance optimization).
Strong hands-on experience with Tableau (or similar BI tools) for dashboarding and data visualization.
Proven track record in at least one of the following areas:

○ Modelling (risk/fraud/propensity/segmentation)

○ Business Intelligence / Reporting

○ Strategy / Product Analytics

Demonstrated ability to structure ambiguous problems, perform rigorous analysis, and drive to clear recommendations.
Strong communication skills with the ability to influence cross-functional stakeholders.
Bachelor’s degree in a quantitative field (e.g., Statistics, Mathematics, Economics, Engineering, Computer Science) or equivalent practical experience.
Experience in a global payments or large-scale fintech environment (e.g., card networks, major banks, PSPs).
Familiarity with fraud tools, risk decision engines, or chargeback processes.
Experience with experimentation (A/B testing) and causal inference methods.
Exposure to Python/R or similar for advanced analytics or modeling.
A master's degree in a quantitative discipline is a plus.

Personal Attributes Desired:

Data-driven, detail-oriented, and intellectually curious.
Comfortable working in a fast-paced, evolving environment.
Collaborative mindset with the ability to work effectively across functions and geographies.
Ownership mentality and bias for action; able to drive initiatives from concept to execution.

LOCATION: San Jose, CA (Hybrid)

Job ID# 3601349

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[internal_notes] =>

Please find the submission format below:



Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization / Visa Status with validity

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline

Availability for Video Interview (preferred slots)

Salary Expectation

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a Fraud & Payments Analytics professional to support client’s risk and fraud strategy team. In this role, you will use data to detect and prevent fraud, optimize payment experiences, and help shape risk strategies that protect both customers and the business.

This is an individual contributor role suited for someone with strong analytical skills, hands-on experience in fraud or payments analytics, and a solid understanding of fraud strategy. Candidates with 3+ years of relevant experience are encouraged to apply.

RESPONSIBILITIES:

Analyze large-scale transaction, user, and behavioral data to identify fraud patterns, emerging attack vectors, and payment risks.
Develop, refine, and monitor fraud strategies, rules, and policies to reduce losses while minimizing customer friction.
Build and track key fraud and payment performance metrics (e.g., chargeback rates, false positive rates, approval rates, loss rates).
Partner with product, engineering, operations, and data science teams to design and implement fraud controls and payment risk solutions.
Conduct deep-dive investigations into fraud incidents and payment anomalies; provide clear root-cause analysis and recommendations.
Support experimentation (A/B tests, rule changes, model deployments) and measure impact on fraud loss, customer experience, and operational cost.
Create clear, concise dashboards and reports for stakeholders and leadership, highlighting trends, risks, and opportunities.
Stay current on industry fraud trends, tools, and regulatory considerations relevant to digital payments and e-commerce.

PREFERRED PROFILE:

Bachelor’s degree in a quantitative field (e.g., Statistics, Mathematics, Economics, Computer Science, Engineering, Finance) or equivalent practical experience.
3+ years of experience in analytics roles focused on fraud, risk, or payments (e.g., at a fintech, bank, card network, e-commerce, or payments company).
Demonstrated experience with fraud strategy: designing or optimizing rules, policies, or controls to manage fraud and payment risk.
Strong SQL skills and experience working with large datasets in a data warehouse environment.
Proficiency with at least one analytical or scripting language (e.g., Python, R) for data analysis and modeling support.
Solid understanding of key fraud and payment concepts (e.g., chargebacks, disputes, authorization/decline flows, identity and account takeover, transaction monitoring).
Strong analytical and problem-solving skills, with the ability to translate data insights into actionable business recommendations.
Excellent communication skills, with the ability to present complex analyses in a clear, concise way to non-technical stakeholders.
Experience in a large-scale digital payments or marketplace environment.
Familiarity with machine learning–driven fraud detection systems and model performance metrics.
Experience with BI/visualization tools (e.g., Tableau, Power BI, Looker).
Prior experience working with cross-functional teams (product, engineering, operations, compliance).

Personal Attributes Desired:

Data-driven, detail-oriented, and intellectually curious.
Comfortable working in a fast-paced, evolving environment.
Collaborative mindset with the ability to work effectively across functions and geographies.
Ownership mentality and bias for action; able to drive initiatives from concept to execution.

LOCATION: San Jose, CA (Hybrid)

Job ID# 3601339

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[internal_notes] =>

Please find the submission format below:



Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization / Visa Status with validity

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline

Availability for Video Interview (preferred slots)

Salary Expectation

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Product Management Specialist is an early‑career, developmental role designed for individuals interested in growing into a full Product Manager position over time. The Specialist supports product management activities and specific deliverables while gaining hands‑on exposure to product lifecycle management, market analysis, cross‑functional collaboration, and customer value creation.

Working under the direction of a Product Manager or senior leader, this role contributes to real product initiatives while building the skills and business understanding required to eventually take on broader product ownership and strategic responsibility.

RESPONSIBILITIES:

Support assigned product lines or market segments through defined product management deliverables
Assist with gathering and analyzing voice‑of‑customer input, market trends, and competitive information
Help translate product requirements and customer needs into documentation for engineering, sales, and operations
Partner with Product Management, Sales, Marketing, Engineering, Finance, and Operations teams on ongoing product initiatives
Support new product introduction (NPI) and lifecycle activities, including coordination, tracking, and internal communication
Assist with pricing, performance tracking, and basic business analysis under the guidance of a Product Manager
Help prepare internal updates, presentations, and materials related to product performance and initiatives
Learn and apply product management processes, tools, and best practices

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, or a related field
Minimum of 1 year of product management or related experience (e.g., engineering support, business analysis, project coordination, marketing, operations, or sales support)
Foundational understanding of business concepts and product lifecycle principles
Strong analytical, organizational, and communication skills
Ability to work effectively in a cross‑functional, team‑oriented environment
Proficiency with Microsoft Office and standard business tools
Motivation to grow into a broader product management role over time
Visionary able to motivate others to achieve and win as a team
Negotiation/persuasion skills
Customer facing position – travel required

LOCATION: Columbus, OH

Job ID# 3601324

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[internal_notes] =>

4/23:

4/8/26

the Account Assignments are CONFIDENTIAL, and we are only sharing it with our recruiters to target better candidates. These are not to be shared with the candidates themselves.

Account Manager Recruitment Locations:

Nashville, TN - A O SMITH, NIBE INDUSTRIER AB, CARRIER, HAYWARD IND, KNOX SALES, MERKS INC

Atlanta, GA #1 - RHEEM, BITZER, SAMSUNG GROUP

Columbus, OH - COPELAND, BARD MFG CO, REGAL BELOIT CORP, ULTRALIFE CORPORATION

Louisville, KY - HAIER, TOPWORX, ASPEN COMPRESSOR LLC, NORTEK

Atlanta, GA #2 (or Charlotte, NC) - DANFOSS, SPX CORPORATION, TPI CORPORATION, ARRCO LLC, CHROMALOX, MODINE MFG, DOVER CORP, WARREN TECHNOLOGY, SMITHS GROUP PLC

3.26.2026

Locations: Ohio (1-opening), Tennessee (ideally Nashville; 1-opening)
Nashville: a lot of HVAC and Pool + Spa (HVAC being priority)
Around Nashville — the goal is that they can get there simply; anywhere in Tennessee that is open and parts of Kentucky we can pull from (Louisville, KY down to Nashville, TN)
With all Account Manager roles they need to be readily able to get to a major airport.
For Ohio - Eastern Indiana (like Indianapolis is still 2.5 hours away from Copeland) — they want someone to cover the Copeland account now, so backfill of Nathan Borders. Not so much someone in Michigan. This one needs to have HVAC and Water Heater.

Someone who has managed larger OEMs.

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Midwest down to Texas and Southeast (Carolinas – do not go too far out east – this is not North East or PA – no NYC or Vermont, etc.
HVAC experience is desired; compartmentalized small products that go into other products; OEM type of businesses; outside sales structure. Meeting with customers, suppliers, going on-site.
Managing accounts ranging in size from $5M - $15M accounts
Seeing people from Honeywell and Cognex –

COMPANY OVERVIEW:

This is an analytics and technology company, connects bank account and payment insights to help companies in a variety of industries provide more confident, trustworthy and transparent transactions. Their differentiated data, sourced directly from banks, payment processors, and financial platforms helps companies to ensure compliance, mitigate risk, combat fraud, and confidently validate bank account and ownership.

They are considered the leading provider of bank account and payment intelligence, empowering financial institutions, Fintechs, and platforms with the tools they need to validate accounts, mitigate fraud, and enhance decisioning. Their mission is to help clients better understand the risk and behavior associated with every financial transaction—before it happens.

POSITION OVERVIEW:

The Sales Executive will be responsible for developing and implementing sales strategies, solutioning products or services to potential clients, building and maintaining strong customer relationships, and achieving sales targets.

PREFERRED PROFILE:

Sales, Business Development, and Account Management skills
Minimum of 5 years experience in B2B sales and presenting product/service solutions
Strong negotiation and communication skills
Ability to build and maintain client relationships
Knowledge of financial services, payments or banking industry
Proven track record of meeting sales targets
Self-motivated and results-driven individual
Bachelor's degree in Business, Marketing, or related field

LOCATION: Remote

Job ID# 3525635

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[internal_notes] =>

Because our commission plan is fully uncapped, earnings can vary significantly based on individual performance. For example, one of our reps earned more than $75K in commission in Q4 alone. While that level of payout isn’t across the board, it’s absolutely possible within our structure—and it highlights the upside potential for strong performers.

Step 1: Present to me (Kara Esposito), I review and determine who to move forward with
Step 2: 1 hour call with Scott (I will coordinate)
Step 3: 30-45 minute panel interview with Scott, Mark Lashmar, John Gordon and me – will present the same as the last time (I can share if you want to review)- I will coordinate
Step 4: Offer

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a Senior Credit Risk Analyst with strong unsecured lending experience to support client’s consumer credit products. This role will focus on credit card and personal loan portfolios, leveraging data to drive risk strategies, optimize underwriting, and improve portfolio performance.

You will work closely with cross-functional partners in Risk, Product, Data Science, and Engineering to design, implement, and monitor credit risk strategies that balance growth, risk, and customer experience.

RESPONSIBILITIES:

Develop, implement, and monitor credit risk strategies for unsecured lending products (with a strong focus on credit cards).
Analyze portfolio performance, customer behavior, and risk trends to identify opportunities to improve approval rates, loss performance, and profitability.
Design and execute A/B tests and experiments to evaluate new risk policies, cutoffs, and treatment strategies.
Build and maintain dashboards, reports, and performance tracking for key risk metrics (e.g., delinquency, losses, vintage curves, line utilization, approval/decline rates).
Partner with data science and modeling teams to translate model outputs into actionable strategies and policy rules.
Use SQL and Python to extract, clean, and analyze large datasets from multiple sources.
Present insights, recommendations, and business cases to senior stakeholders in a clear, structured manner.
Support regulatory and compliance requirements by ensuring risk strategies and analyses meet internal and external standards.
Contribute to continuous improvement of data, tools, and processes within the Credit Risk and Analytics function.

PREFERRED PROFILE:

Bachelor’s degree in a quantitative field (e.g., Statistics, Mathematics, Economics, Engineering, Computer Science, Finance) or equivalent practical experience.
5+ years of hands-on experience in Credit Risk within unsecured lending: ideally in: Credit cards (strongly preferred), and/or Personal loans or other unsecured consumer lending products.
Strong SQL skills with demonstrated experience querying and manipulating large, complex datasets.
Proficiency in Python for data analysis, modeling support, and automation (e.g., pandas, NumPy, basic visualization libraries).
Proven track record of using analytics to solve business problems in credit risk (e.g., underwriting, line management, pricing, collections, fraud/risk trade-offs).
Solid understanding of core credit risk concepts: scorecards, cutoffs, PD/LGD/EAD, vintage analysis, loss curves, risk-based pricing, and portfolio segmentation.
Strong problem-solving skills with the ability to structure ambiguous problems, form hypotheses, and drive analyses end-to-end.
Excellent communication skills, with the ability to translate complex analytical findings into clear, actionable recommendations for non-technical stakeholders.
Experience working in a fintech, payments, or digital lending environment.
Familiarity with credit bureau data and alternative data sources.
Experience with experimentation (A/B testing), champion–challenger frameworks, and test design.
Exposure to machine learning–driven risk models and their application in production environments.
Experience with BI/visualization tools (e.g., Tableau, Power BI, Looker) for dashboarding and reporting.
Master’s degree in a quantitative discipline is a plus.

Personal Attributes Desired:

Data-driven, detail-oriented, and intellectually curious.
Comfortable working in a fast-paced, evolving environment.
Collaborative mindset with the ability to work effectively across functions and geographies.
Ownership mentality and bias for action; able to drive initiatives from concept to execution.

LOCATION: San Jose, CA (Hybrid)

Job ID# 3599749

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[internal_notes] =>

Please find the submission format below:



Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization / Visa Status with validity

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline

Availability for Video Interview (preferred slots)

Salary Expectation

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking an eager-to-learn Application Engineer to join a dynamic and customer-focused environment. The position will be a key liaison between the technical offerings and customer needs through analyzing and solving customer problems. They will identify new growth and product development opportunities. This position will include a heavy collaboration with newly formed business development team focusing on growing market adjacencies.

RESPONSIBILITIES:

Technical Expertise meets Customer Engagement:

Provide technical application support to customers and the outside sales and business development organization, including identifying solutions, compiling technical information, and preparing test reports to meet project requirements.
Evaluate current and emerging sensor technologies from an applications perspective to understand advantages and limitations. Identify applicable sensor technologies to satisfy customer needs.
Stay up to date with emerging industry trends, new market opportunities, and competitive technological advancements.
Participate in customer visits, prepare presentation materials, and develop strategic account relationships.
Develop product conceptual designs and proposals for customer application viability.

Collaborative Partnerships:

Travel to customer locations to deliver on-site support for existing business while developing new business opportunities.
Collaborate closely with cross-functional teams including Business Development, Sales, Product Management, and Marketing to ensure alignment between customer needs and product roadmaps.
Provide customer feedback to drive product enhancements and innovation strategies.

Market Insight and Industry Awareness:

Work closely with new business leadership to identify new market opportunities and develop customer-valued solutions.
Collaborate with business development to grow our portfolios in data centers, food and beverage, industrial equipment, and adjacent markets.
Engage in product management workshops in providing key customer application insights, technical requirements, and trends.

PREFERRED PROFILE:

Bachelor's degree in Engineering (Civil, Mechanical, etc.) required.
Requires a minimum of five (5) years of relevant experience in B2B sales engineering, technical consulting, or related roles preferred.
Technical expertise in glass to metal hermetic sealing technology a plus.
Knowledge of data center, food and beverage, or industrial equipment a plus.
Exceptional communication skills, both written and verbal, with the ability to communicate technical information in a clear and engaging manner.
Strong analytical and problem-solving skills to understand complex customer challenges and propose effective solutions.
Ability to read, interpret, and communicate mechanical and electrical drawings.
Familiarity with CRM systems and sales tools to track interactions, manage leads, and drive sales processes preferred.
A passion for technology and a drive to continuously learn and adapt to new trends.
Working knowledge of MS Office, or equivalent productivity suites
Travel at least 20% for customer visits and trade shows.

LOCATION: Columbus, OH

Job ID# 3599697

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[internal_notes] =>

COMPANY OVERVIEW:

The company is a leader in Mortgage Credit Reports that specializes in consumer credit reports, automation-driven workflow solutions, and verification services for lenders. Dedicated to the mission of helping lenders expand homeownership, they operate a proprietary platform offering flexibility, efficiency, and ample integrations with leading LOS and POS interfaces.

Their customized, integrated services help lenders make sound decisions, streamline processes, reduce risk, and maximize business performance. Using innovative technology and quality data, the company delivers valuable solutions which include consumer credit reporting products, fraud prevention solutions, flood zone determinations, appraisal management services, loan origination services and accounts receivable collections.

POSITION OVERVIEW:

The Sr. Account Executive is responsible for driving business growth by developing and maintaining strategic relationships with regional and national clients in finance, banking, and credit industries. You will focus on identifying consumer information needs for mortgage processing and ancillary services while expanding market presence through targeted prospecting and exceptional client relationship management.

RESPONSIBILITIES:

Prospect and develop new mortgage credit reporting business, dedicating 75%+ of time to new business development and 25% to cross-selling and retention activities
Collaborate with National Account Manager teams to provide strategic customer support and ensure business retention
Maintain comprehensive CRM records (Salesforce) of all activities, meeting minimum monthly requirements
Prepare strategically for all client meetings and virtual presentations, ensuring professional delivery
Conduct onsite client meetings with up to 50% travel requirements, including day and overnight trips
Meet or exceed established sales goals and performance metrics as defined by leadership
Identify customer needs and deliver compelling sales presentations that provide tailored solutions
Maintain regular communication with Sales leadership regarding customer status, challenges, and opportunities
Monitor industry trends within mortgage banking and identify potential prospects and market opportunities
Provide strategic input and recommendations for new product and service development
Support training initiatives for new account executives and assist with collaborative sales presentations
Coordinate and participate in tradeshow activities, including overnight travel when required
Actively participate in team meetings and conference calls to discuss product development, technology changes, and operational updates
Manage existing client relationships through regular contact, identifying expansion opportunities and resolving issues efficiently
Analyze and report on competitor activities, pricing strategies, and market positioning
Maintain exceptional client relations through timely responses to communications and consistent deadline management
Demonstrate organized work habits with punctual, well-prepared meeting attendance
Develop and execute comprehensive marketing plans aligned with territory objectives

PREFERRED PROFILE:

5-10 years of outside sales experience, preferably in banking, finance, or credit card vendor industries
5+ years of experience selling services, concepts, and ideas preferred
Banking, finance, or credit card vendor industry experience highly beneficial for understanding consumer data applications and identifying unmet business need
Availability for standard business hours (8am-5pm) plus after-hours networking events and extended hours as needed
Strong initiative, self-motivation, and ability to organize and manage independent work
Professional appearance with excellent oral and written communication skills and ability to discuss complex business issues

LOCATION: Remote (Prefer SC or NC, but open)

Job ID# 3598801

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[internal_notes] =>

Remote in North Carolina, South Carolina, or Virginia – Charlotte is ideal

COMPANY OVERVIEW:

Our client is a premier technology provider delivering data-driven credit and verification solutions to the lending community. The solutions provider currently serves mortgage companies, banks, and lenders throughout the United States. The company is recognized for streamlining the loan process with its straightforward service model, progressive solutions, and cutting-edge technology.

POSITION OVERVIEW:

We are seeking a Senior Business Analyst. This position liaises with stakeholders to elicit, analyze, communicate and validate requirements for changes to processes or systems. The successful candidate will be adept at understanding and documenting business challenges and translating them into detailed, change request requirements. The Senior Business Analyst is a self-motivated individual contributor working with direct oversight.

RESPONSIBILITIES:

Analyzes business requests and applies critical thinking and research skills to design effective solutions with minimal supervision.
Follows established procedures and templates to collaboratively develop detailed requirements in a consistent manner.
Performs specialized assignments, solves complex problems, and develops non-traditional solutions through analytical thinking.
Communicates complex concepts to the development team, generating clarity and alignment on projects.
Develops process flows, writes requirements, and completes user acceptance testing with speed and accuracy.
Demonstrates proficiency with JIRA, Confluence, LucidCharts, XML, JSON and Postman
Communicates with tact and diplomacy when working across teams, internally or with external business partners or clients.
Learns and quickly adapts to changing technology and procedures.
Plans and prioritizes work in a self-directed manner, working on multiple projects simultaneously to meet deadlines.
Documents processes and systems, prepares client-facing user documentation, and provide updates via client meetings and presentations.

PREFERRED PROFILE:

3+ years of work experience as a Senior Business Analyst or in a similar role.
Experience working within one or more Software Development Life Cycle (SDLC) methodologies such as Waterfall, Agile, Iterative.
Experience with B2B Software-as-a-Service (SaaS) applications, cloud technologies and API development and integration.
Fundamental understanding of User Experience (UX) design principles for mobile and desktop applications.
Hands-on experience working with credit reports, verification solutions, or loan origination systems highly desired.

LOCATION: Remote

Job ID# 3596722

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[internal_notes] =>

Still 1 Senior Business Analyst position open, but the need has changed. Looking for experience with risk/fraud consumer products in the mortgage space. Consumer data privacy, consumer risk and fraud, identity verification, etc. Mortgage and lending is still preferred, but other financial services with lending tilts could also work (credit card, personal loan, etc). This role will be helping to build out team for fraud/risk products, which could be a good selling point for candidates as well.

Summary of position skills needed according to the hiring manager:
Mortgage or Consumer Fraud/Risk
Mortgage Originations or Operations
Business Analysis General
APIs
Project Management General

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a Credit Product Owner. You will oversee the development of solutions from inception to launch and lead the enhancement of those solutions through a customer-centric and data-driven development framework. You will work closely with stakeholders, development teams, and customers to ensure that the final product meets the needs and preferences of our clients. You will help shape the overarching product strategy, contribute to the product roadmap, and manage the product backlog. This is an individual contributor role reporting to the Executive Vice President of Product Management.

RESPONSIBILITIES:

Manages the product development process, ensuring that milestones are met and that the product is delivered on time and to specification
Works closely with the development team throughout the product development process, providing deeply detailed business requirements, change requests, user interface mockups, and other documentation as necessary for clarification and direction
Defines user stories and acceptance criteria and ensure they are clearly understood by the development team.
Collaborates closely with Senior Business Analysts in requirements development and user acceptance testing.
Supports senior leadership in prioritizing the product backlog, ensuring the team is working on the highest value features.
Ensures that the product is user-friendly, scalable, and meets quality standards.
Ensures product enhancement and new product development process is aligned with the client/industry needs, organizational resources, and current strategies.
Provides leadership and direction through managers, supervisors and/or individual contributors
Accountable for the performance and results of a defined product category
Applies broad industry knowledge and business acumen to drive financial performance
Directs the resolution of highly complex or unusual business problems applying advanced critical thinking
Recognized as a Product Subject Matter Expert when engaging with and advising senior leaders across the business
Contributes to the development of functional/ operational long-term strategy and the development of annual business plans

PREFERRED PROFILE:

Bachelor’s degree in relevant field
3-5 years of experience as a Product Owner or Product Manager in the Information Services or Financial Services industry.
Experience working with credit reports, credit scores and related services (credit supplements, letters of explanation, rescores).
Working knowledge of mortgage origination/underwriting or similar processes
Strong understanding of software development lifecycle processes and methodologies.
Experience working in Atlassian Confluence and Jira or similar project management and development collaboration tools.
Experience with B2B, Software-as-a-Service applications.
Experience with cloud technologies and API development.
Familiarity with user experience (UX) design principles

LOCATION: Remote

Job ID# 3596721

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COMPANY OVERVIEW:

Our client provides a solution for oil processing and recycling, "Recycling Today for A Better Tomorrow". They secure grease trap cleaning and UCO hauling. Their grease trap experts have a combined experience of over 40 years. They will help ensure that businesses comply with all current grease trap regulations. All material removed from traps is recycled at their plant in Columbus, Ohio, through an environmentally friendly process. They maintain complete records of grease trap manifests and furnish their customers with a logbook, ensuring that their grease trap is one less worry.

POSITION OVERVIEW:

Our client is seeking an experienced Project Manager to support plant operations, capital projects, and process improvements across their facility. This role requires hands-on involvement in planning, coordinating, and executing projects related to industrial wastewater, separation equipment, and plant infrastructure.

RESPONSIBILITIES:

Lead execution of capital projects, including equipment installs, upgrades, and process improvements
Develop project scopes, schedules, and budgets; track progress through completion
Coordinate internal teams and external contractors to ensure efficient execution
Partner with Operations and Maintenance to improve equipment performance and reliability
Develop cost estimates and support capital planning initiatives
Track and communicate key project metrics (cost, timeline, performance)
Ensure projects meet safety and compliance standards
Other duties, as needed

PREFERRED PROFILE:

Bachelor’s degree preferred; equivalent experience considered
5-7 years of project management, plant operations, or industrial environments
Experience managing projects involving equipment or contractors
Ability to read basic mechanical drawings or schematics
Strong organizational and communication skills

LOCATION: Columbus, OH

Job ID# 3595228

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[internal_notes] =>

CONFIDENTIAL SEARCH

On-site interview location: 2130 Advance Ave, Columbus, OH 43207

https://www.linkedin.com/company/ohio-processing-and-recycling/

Ray's feedback - maybe "nice to haves."

Develop written work instructions for key processes, using a hands-on approach.

Ability to understand and develop Safe work procedures/risk assessment, and implementation.

Plan, direct, and coordinate the design, construction, modification, continued performance, and maintenance of current and new equipment.

Process engineering experience in plant operations, wastewater a plus

Troubleshooting ability of basic electrical and mechanical issues with pumps, motors, sensors, valves, etc.

I think all the test profiles below are good, I lean more towards Alec Hammer & Bryan Brewer. I worry we are too small for someone like Gene.

https://www.linkedin.com/in/gene-miller-p-e-89347010/

https://www.linkedin.com/in/alec-hammer-3a23351b7/

https://www.linkedin.com/in/bryan-brewer-1197b1143/

https://www.linkedin.com/in/bharathi-anbazhagan-pmp-8a6460ba/

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Bachelor’s Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Jackson, OH

Job ID# 3336228

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[internal_notes] =>

We do not offer Paternity Leave. He would be eligible for FMLA Leave once he has worked for 1250 hours and has completed 1 year of service. There is also a Personal Leave that he could apply for.

As far as the PTO, for this position it would depend on what level they would come in:

Financial Advisor or AVP Financial Advisor ( Officer Level)

1-5 YOS = 22 Days

6 or more YOS = 27 Days

VP Financial Advisor and above (Senior Officer )

(DOH) = 27 Days

SEPTEMBER 16TH -

Someone who has been selling as a private banker who that wants to be an advisor. Walking into a large book, so low risk.

They have no other candidates besides what we brought forward so far. Turn up the heat, she needs some hires!

Scott Love + Lisa Stavsky will want to do final interviews with any Financial Advisor candidate prior to an offer being extended.

When I explain, I just plug the numbers into the grid and add the salary.

At 250k you would make a 19% payout plus the salary.

Or $87.5k

At $300k you would have a 23% payout plus salary

Or 109k.

Tim, our last advisor in Lexington, had produced 172k in 7 months, in his first full year. He was averaging right at 25k in revenue, on track for $300k.

Tim was on a special pay out his first 18 months, 28%, made 72k the first 7 months. or a little over 10k per month. He was also on a special salary the first year. I didn't add that in.

COMPANY OVERVIEW:

Artemis exists to help companies keep growing and advancing by finding valuable talent for their critical hiring needs. We are a leading provider of recruiting services for the Software, Technology, Data and B2B Services industries.

Since 2005, companies have partnered with us to attract and secure qualified candidates for Sales, Pre-Sales, Analytics, Marketing, General Management, IT, and Executive Leadership functions. Our results-driven consultants are trained to exceed expectations and provide world-class service

No matter your technology and services, PEOPLE are your strongest assets. With a 96% success rate and 3 levels of recruiting services, small emerging start-ups to large established enterprises consistently choose Artemis for their hiring needs. Knowing who the top 5% of the workforce is and where they work firmly establishes us as a preferred recruiting resource.

POSITION OVERVIEW:

This is a great position for money motivated people. And we offer a work-life balance, especially for people coming from retail or hospitality. Our company outings include excursions to a wide variety of entertainment venues like Top Golf, Segway tours and ax throwing. We have fun Happy Hours, we bring our dogs to work and we get to help people. And no experience is needed!

At its core, recruiting is about helping others. Recruiters enjoy an extremely rewarding and lucrative career. This is your opportunity to work with a firm who understands what a company's truly greatest assets are, their people!

To help keep up with demand, we are actively seeking an Executive Recruiter to join the Artemis Consultants team in Columbus, OH. This person will be responsible for working with our recruiters to help manage the day to day tasks of full-cycle recruiting on a National level.

You will work closely with the team to employ all best-in-class candidate & client lead generation to:

Acquire industry and function specific talent
Help create NEW business partnerships with clients through sourcing and recruiting highly valued candidates

The techniques you’ll employ include researching LinkedIn for candidates, cold calling, data mining, internal database search and database maintenance, external job board search, association networking, direct mail, social networking, etc.

RESPONSIBILITIES:

Prospects for new candidates and clients via cold calling, researching, and networking.
Help recruiters with scheduling qualifying calls.
Builds relationships with new and existing candidates and clients to promote executive search value.
Networks with various organizations in order to identify potential candidates.
Interviews candidates to determine needs, interests, and appropriate job matches.
Debriefs candidates regarding skills, strengths, and other characteristics relating to client needs.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Completes other tasks/projects as needed according to business needs.

PREFERRED PROFILE:

1-3 years of sales, marketing, or customer facing experience that required customer success. Recruiting experience is preferred by not necessary.
Knowledge of sales tools and techniques related to the recruiting industry is preferred, but not required.
Ability to analyze information and determine appropriate course of action.
High sense of urgency.
Demonstrated attention to detail.
Excellent communication skills, including telephone sales and writing with creativity, clarity, and sound grammar.
Ability to learn and apply new technology quickly.
Multi-tasking skills allowing you to manage multiple projects successfully.
Proven negotiation skills.
Presentation skills as evidenced by experience making successful sales-related presentations.
Self Motivated/Self Starter
$$ Motivated
Oh, and did we mention a high sense of urgency?

Job ID #2789032

LOCATION: Columbus (Hybrid)

[internal_notes] =>

COMPANY OVERVIEW:

We are purpose driven recruiting experts: Delivering talent worth the hunt.

Artemis is a leading executive staffing firm dedicated to recruiting elite talent for SaaS, B2B Services & Data companies.

We exist for two primary reasons. To support companies by recruiting highly qualified candidates so they can keep growing and advancing. And to help professionals find career opportunities that positively impact their lives.

Since 2005, companies have partnered with us to attract and secure qualified candidates for individual contributor to leadership roles for Sales, Product, Analytics, Marketing, IT, HR, Legal, General Management & C-level functions. Our results-driven consultants are trained to exceed expectations and provide world-class service.

Voted as a "Best Place to Work" by Columbus Business First, we enjoy dogs at the office, Taco Tuesdays and team building events throughout the year that include happy hours, ax throwing, Segway tours, gameshow challenges and countless laughs around the lunch table.

POSITION OVERVIEW:

This is a position within Artemis Consultants and not with one of its clients.

We are seeking a results-driven Business Development Specialist to lead efforts in acquiring new clients. You will play a critical role in expanding the firm’s client base, developing strong relationships with decision-makers, and positioning Artemis as a trusted partner in executive search and talent acquisition services.

This position is considered a crucial role within Artemis to advance the planned expansion of our growing company. We place a significant value on this function and is highly regarded by our entire team. You will be instrumental in continuing the development of our sales organization.

This is a great opportunity to earn an MBA in executive search! This role is best suited for someone who enjoys a positive casual office environment and is motivated by unlimited commissions.

If you enjoy helping PEOPLE, this could be a good match for you. You will be responsible for developing relationships with hiring managers and key stakeholders that need help filling their hard to fill positions. You will get to work with the most innovative companies in the US and around the world. As the premier search firm that helps technology and software find the talent to help their companies succeed and grow, you will enjoy an opportunity to work with a diverse group of executives.

If you enjoy working within the ecosystem of cutting edge software, technology and B2B services, this could be an excellent fit for you.

RESPONSIBILITIES:

Lead Generation: Prospects for new clients via targeted engagement using a variety of tactics that include cold calling, emailing, researching, and networking.
Outreach & Networking: Builds relationships with new and existing clients to promote executive search value that will lead to search assignments.
Networks with various organizations and key stakeholders in order to identify potential new job orders.
Client Relationship Development: Build and nurture long-term client relationships, ensuring alignment between client needs and Artemis’s recruitment solutions.
Sales Strategy & Execution: Develop and execute sales strategies to consistently achieve or exceed new client acquisition goals.
Market Intelligence: Stay current on industry trends, competitive landscape, and talent market shifts to position Artemis effectively.
Collaboration: Work closely with the recruiting team to ensure seamless client handoff and delivery of services.

ADDITIONAL DUTIES:

Qualifies clients to determine needs, candidate profile, consult on hiring process and negotiate search agreement terms.
Debriefs clients regarding candidates’ skills, strengths, and other characteristics relating to client’s preferred search profile.
Participate in continuing education by participating in training opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Manages “Key Contact” communication with clients throughout the entire process:
Intro Calls
Discovery Calls
Search agreement negotiation
Confirming interviews
Facilitating feedback after interviews
Help to negotiate and deliver an offer for chosen candidate(s)
Completes other tasks/projects as needed according to business needs including candidate lead generation/research for recruiting team
Work with Search Managers throughout the entire process to ensure a successful completed search

PREFERRED PROFILE:

Proven Track Record: 3–7 years of experience in business development, sales, or client acquisition—preferably in executive search, professional services, or B2B consulting.
Strong Networker: Demonstrated ability to build relationships with C-level executives, hiring managers, and decision-makers.
Results-Oriented: History of consistently meeting or exceeding new business targets.
Communication Skills: Excellent verbal, written, and presentation skills with the ability to articulate value propositions effectively.
Industry Knowledge (Preferred): Familiarity with talent acquisition, executive search, or human capital consulting.
Entrepreneurial Mindset: Self-motivated, persistent, and comfortable operating in a growth-focused, client-centric environment.
Minimum of 2 years Business to Business Sales or Inside Sales Experience
Entrepreneurial drive, strong work ethic, and unwavering integrity, in addition to exceptional written and verbal communication skills.
Individuals who are competitive by nature are an ideal fit.
Demonstrated attention to detail.
Ability to learn and apply new technology quickly.
Multi-tasking skills allowing you to manage multiple projects successfully.
Bachelor’s degree preferred, not required.

LOCATION: Columbus (Hybrid) Willing to consider remote outside of Columbus

Job ID# 1700822

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COMPANY OVERVIEW:

Our client is a manufacturer of plastic bags and film based in Kansas City, MO. They have been in business for over 45 years and have a strong reputation in their industry for supplying customers with quality poly bags and film backed by unmatched service.

POSITION OVERVIEW:

Our client, a family-owned business, is looking to hire a sales representative to actively cultivate and develop a new sales territory in the Columbus, OH, area by selling its original and unique fundraising product. This is a product every household needs and uses daily: “trash bags”! They manufacture these 100% MADE-IN-AMERICA trash bags that they sell. They have been successfully selling trash bags to schools, sports teams, bands, dance studios, family reunions, and more for over 40 years, helping these organizations generate millions of dollars in profit. They are seeking the right person to join their thriving fundraising business.

RESPONSIBILITIES

Develop and grow a new sales territory by identifying, prospecting, and securing fundraising accounts
Actively call on schools, sports teams, bands, dance studios, churches, family organizations, and other community groups that need effective fundraising solutions
Build strong relationships with key decision-makers, including coaches, teachers, PTA/HSO leaders, school administrators, athletic directors, and community organizers
Present and sell a unique 100% Made-in-America trash bag fundraising program as a practical, high-demand product that delivers strong results for organizations
Educate prospective customers on how the fundraising program can help support needs such as travel, uniforms, musical instruments, athletic equipment, playground equipment, and other group expenses
Cultivate a self-generated pipeline through networking, referrals, community outreach, and relationship-based selling
Manage the full sales cycle from initial outreach and presentation through closing, account setup, and ongoing customer support
Serve as a trusted fundraising partner by helping organizations plan, launch, and execute successful campaigns that maximize profit
Maintain consistent follow-up with prospects and customers to build repeat business and long-term partnerships
Meet or exceed territory sales goals through proactive business development and strong account management
Represent the company with professionalism, energy, and enthusiasm while promoting a family-owned business with over 40 years of fundraising success
Stay engaged in the local community and continuously identify new opportunities to expand the company's presence and market share

PREFERRED PROFILE

Experience selling fundraising products or services to schools, sports teams, churches, or community organizations
Existing connections within education, athletics, PTA/HSO, or school administration
Strong understanding of the fundraising needs of youth, school, athletic, and community programs
Outgoing, persuasive, and service-oriented personality
Ability to build relationships quickly and inspire confidence with decision-makers
Self-motivated mindset with a desire to help others succeed while achieving strong personal earnings

LOCATION: Remote - Columbus, OH

Job ID# 3584289

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COMPANY OVERVIEW:

POSITION OVERVIEW:

In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will be responsible for preparing presentations and compiling supporting information for current clients and for developing new business by promoting investment management services.

PREFERRED PROFILE:

Bachelor’s Degree in Business and/or Finance or related discipline.
Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Strong written and verbal communication skills.
Ability to communicate effectively.

RESPONSIBILITIES:

Possess a working knowledge of investment management.
Prepares and maintains data on current and prospective investments.
Maintains a current body of knowledge of economic trends and conditions.
Familiarity with fiduciary principals and prudent investing concepts.
Participates in the preparation and presentation of reports to existing clients and new business proposals.

OTHER REQUIREMENTS:

Knowledge of f ixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools
Skills in relevant information technology to support portfolio management and business development responsibilities.
Certif ied Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Cincinnati, OH Metro

Job ID# 3580620

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[internal_notes] =>

Ft. Thomas (KY), Blue Ash , Monfort Heights , and Montgomery branches

COMPANY PROFILE:

POSITION OVERVIEW:

The Director, Operations provides daily leadership and oversight for a high‑volume, time‑critical direct print and mail production environment. This role ensures exceptional customer satisfaction, operational efficiency, and regulatory compliance through effective management of print, inserting, fulfillment, and distribution operations. In addition, the Director of Operations leads managers and production teams to optimize labor, materials, equipment, and processes while meeting strict service‑level commitments.

RESPONSIBILITIES:

Oversee operations across production, finishing, mailing/assembly, postal, warehouse/facility services, and related support functions to deliver safety, quality, cost, delivery, and service objectives.
Directly supervise managers and production employees in accordance with company policies and applicable laws.
Partner with executive leadership and functional peers (e.g., estimating, planning, purchasing, production control, quality) to set priorities, remove barriers, and optimize enterprise workflow.
Establish, monitor, and improve Key Performance Indicators (KPI's) for productivity, quality, safety, schedule adherence, and cost driving root-cause problem solving and measurable continuous improvement.
Standardize and govern Standard Operating Procedures (SOPs) and ensure they are created, maintained, trained, and consistently executed across teams.
Direct production planning and scheduling to ensuring optimal utilization of people, equipment, and materials while meeting customer requirements and internal commitments.
Own production and quality control standards ensure product/service quality meets customer expectations and internal requirements through auditing, controls, and corrective action systems.
Ensure compliance with all company, customer, and government policies, procedures, and regulations across the operation.
Ensure operational readiness of equipment and assets through preventive maintenance emphasis and timely resolution of maintenance-related constraints impacting production.
Communicate clearly and timely with customers, vendors, and employees, translating priorities into actionable plans and ensuring alignment on requirements, timing, and quality expectations.
Perform other duties as assigned to support operational and business needs.

PREFERRED PROFILE:

10- 15 years of operations or plant management experience in digital print, direct mail, fulfillment, or related manufacturing environments.
Bachelor’s degree in a related field or equivalent directly related work experience.
Strong people leadership experience with the ability to build morale, drive consensus, and motivate teams toward shared goals.
Excellent communication and interpersonal skills, with the ability to work effectively across departments and with external partners.
Strategic planning capability, including evaluating, developing, and implementing new operational strategies and procedures.
Strong customer‑focused mindset with the ability to set realistic expectations and deliver on commitments.
Advanced problem‑solving skills, including the ability to anticipate issues, analyze data, evaluate options, and implement solutions.
Strong planning, organization, delegation, and supplier‑management skills.
Experience with workflow automation, production scheduling, and KPI management preferred.

LOCATION: Sacramento, CA

Job ID# 3582174

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[internal_notes] =>

It will oversee 3 departments:

Mail Operations production – 1 Mgr, 11 employees
Imaging – 1 Mgr, 6 employees
Warehouse – 1 Mrg, 4 employees

That said, I do have a few refinements I’d like to make to ensure the language accurately reflects both current operational realities and the longer‑term intent of the role:

Work Expectations:

I’d like to refine this section to better distinguish between peak‑cycle intensity and the expected steady state of the role. While the environment is demanding, the intent of this position is to drive stability and scale over time—not to position it as a constant, unsustainable workload.

Compensation & Growth Framing:

No immediate changes to the base range. However, I would like to adjust the narrative, so the role is clearly positioned as one with expanding scope, authority, and influence as the operation continues to grow, rather than anchoring discussions too closely to last year’s average bonus outcome.

Candidate Targeting:

The core requirements remain unchanged. It is important that we continue to emphasize experience in digital CIJ printing / critical communications, high speed inserting and a proven change‑agent mindset. This should not be softened during outreach or screening.

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Bachelor’s Degree in Business and/or Finance or related discipline.
Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Strong written and verbal communication skills.
Ability to communicate effectively.

RESPONSIBILITIES:

Possess a working knowledge of investment management.
Prepares and maintains data on current and prospective investments.
Maintains a current body of knowledge of economic trends and conditions.
Familiarity with fiduciary principals and prudent investing concepts.
Participates in the preparation and presentation of reports to existing clients and new business proposals.

OTHER REQUIREMENTS:

Knowledge of f ixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools
Skills in relevant information technology to support portfolio management and business development responsibilities.
Certif ied Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Cincinnati, OH Metro

Job ID# 3580620

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[internal_notes] =>

COMPANY OVERVIEW:

POSITION OVERVIEW:

The primary function is to develop the business in the Fashion, Automotive, Furniture and Industrial markets in America, using various combinations of the Company's broad products and services: industrial equipment, SaaS solutions, training, consulting and recurrent maintenance contracts. You will find ways to develop the Company's market shares and establish the proper relationships at “C” level with the most famous brands and manufacturers in the region. Finally, you will be expected to draw a solid sales action plan and ensure its right execution.

This role reports to the President of the region. You will manage a team of 30 collaborators in the United States, Mexico and Brazil.

RESPONSIBILITIES:

Develop a regional sales strategy to ensure the group strategy alignment, set sales priorities, allocate the resources and define the best approach for achieving the goals
Optimize the allocation of accounts and territories to the sales team in a way that maximizes sales opportunities and supports the overall sales strategy
Manage, motivate and engage a team of experienced sales leaders; create a positive and supportive team culture, recognize and reward individual and team achievements, and foster open communication and collaboration
Provide guidance, coaching and support to the sales leadership team to help them improve their skills and achieve their goals
Monitor the activities of the sales team, both in terms of quality and quantity and the execution of the strategy by tracking metrics and KPIs, providing feedback and support and ensuring the activities are aligned with the sales priorities
Support the sales team to develop and implement a commercial strategy for specific opportunities; identify and understand potential customer needs and challenges, and develop a plan for effectively communicating the value proposition of our offers or services
Ensure an effective field sales support to maximize the chances of success, by adjusting the resources, supporting the negotiation of key accounts, and coordinating with other departments to address any customer issues or concerns

QUALIFICATIONS:

Master or Bachelor in Business, Management, Engineering, etc.
Proven track record in direct and consultative sales of high added value solutions, preferably in High Technology, Industrial Equipment combined with SaaS and Industrial Intelligence (IIOT, Industry 4.0…)
At least 20 years of sales management experience (including 5 years of managers’ management) and excellent coaching, communication and leadership skills
Ability to define and execute a strategy for the sales team that is aligned with the overall company strategy
Capacity to allocate accounts and territories to optimize sales opportunities and supports the overall sales strategy
Results driven and strong ability to monitor the sales activities (CRM Salesforce)
Great aptitude to work:
at a strategic level to identify and understand potential customer needs and challenges, and develop a plan for effectively communicating the value proposition of Company's offers or services
as well as at a field level to provide guidance, ensure joint execution in front of the customer, support the negotiation, and coordinate with other departments

LOCATION: Hybrid in Smyrna, Georgia (2-days remote, 3-days in office when not traveling) -- Company is open to evaluating other candidates within the Eastern Time Zone

TRAVEL: There will be 50% of travel to customer sites in the whole US, Canada, and occasional trips to Mexico, Brazil and South America (Passport is required)

Job ID# 3579623

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[internal_notes] =>

Compensation: $195k - $204k base, OTE $340k -- this is a 60/40 pay split ($204k would be 60% of $340k OTE)
May be able to go up to $350k OTE ($210k base)
Location: hybrid in Smyrna, GA (3-days in office, 2-remote) + 50% travel including internationally
Background coming from the industrial manufacturing industry – this team sells capital equipment, software, and services. This person should have experience with both equipment/hardware AND SaaS

Reason the role is open:

The President of the region left (that was Lenny) and the SVP of Customer Success became the now President of the region

John, the current President, is more focused in customer success, operations, and implementation so they want to bring someone on at a very senior level who can oversee all of the GTM and revenue generation for the Americas

COMPANY PROFILE:

Our client is redefining high-performance, sustainable data center cooling through advanced liquid cooling solutions. As global demand for AI infrastructure and high-density computing accelerates, we are scaling rapidly across manufacturing, engineering, and commercial operations. Their Finance team is architected as a strategic decision-support function driving financial transparency, forecast precision, capital efficiency, and scalable infrastructure to enable disciplined growth.

POSITION OVERVIEW:

Our client is seeking a detail-oriented and motivated Accounts Payable Accountant to join their growing manufacturing company. This is a key position on a small, collaborative finance team, where you will take full ownership of the accounts payable function.

Given the high volume of inventory receipts processed through their ODOO ERP system, accuracy, organization, and a strong work ethic are essential. This role offers excellent growth potential and is designed as a stepping-stone to increased responsibility as the company continues to expand.

RESPONSIBILITIES:

Process high-volume vendor invoices with a focus on inventory-related transactions
Perform 3-way matching (purchase order, receipt, invoice) within ODOO
Review and reconcile inventory receipts to ensure accuracy and completeness
Manage employee expense reports (T&E), including review, posting, and timely reimbursement
Ensure expense reports comply with company policy and proper documentation is maintained
Manage vendor relationships and respond to inquiries in a timely manner
Prepare and execute weekly check runs / electronic payments, including employee reimbursements
Reconcile accounts payable subledger to the general ledger
Assist with month-end close, including accruals and reporting
Maintain organized and audit-ready documentation
Identify process improvements and support system enhancements within ODOO
Ensure compliance with company policies and internal controls

PREFFERED PROFILE:

Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
2+ years of accounts payable experience, preferably in a manufacturing environment
Experience with ERP systems; ODOO experience is a strong plus
Familiarity with inventory and purchase order processes
Experience processing T&E expense reports is preferred
Strong attention to detail and accuracy
Excellent organizational and time management skills
Ability to work independently in a single-owner AP role
Strong work ethic and willingness to take initiative

LOCATION: Greater Dallas, TX area (Onsite)

Job ID# 3576299

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COMPANY OVERVIEW:

In a world of closed ecosystems and rising customer expectations, this company helps growth-minded marketers break through the noise, unlock untapped audiences, and build meaningful connections through personalized, intent-driven direct mail. A trusted guide and leading audience provider for marketers, they empower brands to connect with consumers using informed intent signals that drive smarter targeting and result in high-performing direct mail and omni-channel campaigns, supported by a white-glove, hands-on client experience.

Using proprietary technology and leveraging site visitors’ behavior, they identify the audiences that matter most: the ones already demonstrating interest in your brand. With this technology, you reach real prospects in real time with timely, personalized postcards — not months later. Their tech and services help boost ROI by connecting to the audiences that are sure to benefit your business through data-driven, personalized mail and exceptional client service.

THE CURRENT MISSION:

This company is on a mission to double business over the next two years and scaling rapidly our business.

POSITION OVERVIEW:

The Director of Enterprise Sales will aggressively hunt new logo opportunities, and drive closed-won revenue within the home décor, home services, beauty/wellness, online retail, apparel space. You'll combine relentless outbound prospecting with consultative, data-driven storytelling to win the confidence of senior marketing decision-makers and convert pipeline into signed business.

The ideal candidate is a tenacious, high-urgency hunter who knows how to open doors at the enterprise level, build genuine relationships with marketing executives, and close complex deals. You've sold into home décor, home services, beauty/wellness, online retail, apparel before, you understand the buyer, and you don't let deals stall.

RESPONSIBILITIES:

Own full-cycle enterprise sales from first contact to closed won. You will prospect, qualify, pitch, negotiate, and close deals with direct-to-consumer brands including home décor, home services, beauty/wellness, online retail and apparel. You own the pipeline and the number.
Hunt. Relentlessly. Build and manage a self-generated pipeline through targeted outbound outreach, strategic research, conference presence, and industry networking. You do not wait for inbound leads, though you will manage these with the same proficiency and urgency.
Sell to senior marketing buyers. Engage and influence enterprise marketing decision-makers CMOs, VPs of Digital Marketing, VPs of Direct Mail, and similar roles with compelling, tailored narratives that connect capabilities to their growth goals.
Move deals forward with urgency and discipline. Establish clear next steps at every stage, advance prospects through the funnel with intention, and close. You maintain momentum and do not let opportunities go cold.
Develop and execute strategic account plans, including pipeline targets, key milestones, and revenue forecasts with the discipline to hit them.
Navigate complex, multi-stakeholder organizations, building multi-threaded relationships across marketing, digital, direct mail, and agency partners to accelerate deals and reduce risk.
Leverage performance data and audience insights to sharpen your consultative approach and reinforce value throughout the sales cycle.
Collaborate with Marketing to refine vertical messaging, thought leadership, and demand generation strategies that support pipeline development.
Represent at industry events, conferences, prospect meetings, and on-site sales presentations (25%+ travel).

PREFERRED PROFILE:

5+ years of B2B enterprise sales experience within the home décor, home services, beauty/wellness, online retail, apparel or adjacent verticals. You know this space and have sold in it.
Proven track record as a hunter and closer. You can point to specific pipelines you've built from scratch and deals you've driven from cold outreach to signed contract.
Experience selling marketing solutions to senior marketing buyers including CMOs, VPs of Digital Marketing, VPs of Direct Mail, or equivalent roles at enterprise organizations. You understand their priorities, their language, and how they buy.
Demonstrated ability to build and advance pipeline with discipline you establish consistent follow-through, manage multi-stage sales cycles, and convert interest into revenue.
Experience selling marketing tools, media, or technology that help brands grow: digital campaigns, direct mail, personalization, CRO, email/SMS platforms, or similar capabilities.
Analytical and data-driven you use insights to sharpen your pitch and build credibility with sophisticated buyers.
CRM fluency, including disciplined pipeline hygiene (HubSpot or similar).
Exceptional written, verbal, and presentation skills you communicate with clarity and authority at the executive level.
Ability to travel up to 25% to attend key industry conferences and conduct in-person sales meetings.

What Will Set You Apart

Direct experience selling to home décor, home services, beauty/wellness, online retail, apparel; you have existing relationships and understand the ecosystem.
A track record of breaking into new accounts at the enterprise level and winning business in relationship-driven, conservative buying environments.
Speed-to-trust with senior marketing executives; you establish credibility quickly and are comfortable leading conversations at the VP and C-suite level.
Experience driving adoption of a new or unfamiliar marketing solution, overcoming inertia and educating buyers without losing deal momentum.

LOCATION: Remote, USA

Job ID# 3576907

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[internal_notes] =>

We would like you to take a look at the non-travel Director of Enterprise Sales role and see if you have anyone within your network that would be a strong fit for this role.

Base salary $130k - $150k with an annual commission $40k-$50k at target, uncapped. In addition, this is a fully remote role with unlimited PTO, stock options, 12 paid holidays, 401(k) match, continuing education and a full suite of health and wellness benefits.

I know Amy M. sent you the Travel BD JD before we talked last week, but I wanted to follow up today and see if you could start the process of looking for someone outside of travel. We are preparing to move someone out of their role and are hoping to backfill that relatively quickly. As we discussed on our call, this will be a hunter, closer and should have great depth in a vertical – such as retail. We really need someone who is a B2B seller who is comfortable with the phone and with traveling to potential client sites to get the job done. I know we talked more about how our business has expanded since we last worked together, but I think you know the type of person we are looking for.

Go ahead and send resume to Amy M. and cc: me for now.

NaviStone Competitors / Similar Companies:

PebblePost
Postie

DirectMail.io

LS Direct Marketing

Larger Enterprise Comparables:

Epsilon
Merkle
Acxiom

COMPANY OVERVIEW:

POSITION OVERVIEW:

The primary function of this position is to develop Consumables (sharpening belts, blades, drills, cutting supports, rolls such as paper or polyethylene) and Parts sales (C&P) and establish account plans respecting Group requirements.

RESPONSIBILITIES:

Executing the strategy within the region leading to improved sales of consumables and parts
Developing business relationships between customers and the Company to ensure profitable and long-term partnerships
Building and implementing frame supply agreements across the major strategic accounts in coordination with the corporate C&P team
Achieving or exceeding objectives in respect of internal rules
Optimizing our market penetration, promoting our service differentiation and a positive company image
Drafting proposals, quotations and leading negotiations
Collaborating with Customer Success, Field Services, Marketing and Logistics teams
Monitoring, following up and reporting on activities (spare parts/consumables, technical activities)

PREFERRED PROFILE:

Technical education in mechanical, electrical or electronical fields
2-3 years or above of relevant experience in direct B2B sales in an industrial environment, ideally within consumables and parts
Experience in selling premium products and services, with a customer value proposition and consultative selling approach
Ability to understand customer’s strategy, ambition, challenges, processes, known and unknown needs
Strong communication, presentation and listening skills with a business partner mindset
Persistent and resilient, capacity to manage long sales cycles and outstanding negotiating and closing skills
Organized and well-structured to optimize schedules, customers’ facing time and prioritize actions
Excellent team player and ability to collaborate with multi-disciplinary teams
Computer literate (CRM, Power BI, Microsoft Excel) to be able to find information and prepare documents and report
Fluent in English
Valid driving license

TRAVEL: There will be at least 50% of travel to customer sites

LOCATION: Remote near an airport: Ohio, Illinois, or Indiana

Job ID# 3576747

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[internal_notes] =>

C&P SALES REP

Position: C&P Sales Representative
Location: Remote in Midwest
Manager: Jose Guzman
Salary: $80K – $90K fixed + 25% variable
Territory: Ohio, Illinois, Indiana

COMPANY PROFILE:

POSITION OVERVIEW:

Our client is seeking a highly analytical, high-ownership Strategic Finance Analyst to strengthen enterprise planning, performance visibility, and capital allocation discipline. This role extends well beyond traditional reporting. You will help architect forecasting frameworks, enhance financial predictability, and influence cross-functional decision making in a capital intensive, operationally complex environment. You will work directly with senior leadership and functional heads, serving as a data driven thought partner on growth, margin expansion, and operational performance.

This position is designed for a top performing early to mid-career finance professional (2–4 years of experience), ideally from Big 4 or a rigorous analytical background, who is ready to transition from execution into strategic ownership.

This role is structured as a launchpad into senior strategic finance leadership. High performers will gain direct exposure to executive decision-making, capital planning, and enterprise performance management. As our client scales, this position offers a clear pathway into Senior Strategic Finance or Finance Business Partner roles with increasing scope and influence.

RESPONSIBILITIES:

• Drive enterprise planning processes, including annual budgeting, rolling forecasts, and long-range financial modeling.

• Own and continuously refine integrated financial models to improve forecast accuracy, scenario planning capability, and decision confidence.

• Lead structured variance analysis across revenue, margin, operating expense, working capital, and cash flow.

• Develop executive level reporting frameworks and KPI dashboards that elevate performance transparency and accountability.

• Prepare and present decision ready financial materials for senior leadership and capital allocation discussions.

• Partner cross-functionally with Operations, Manufacturing, Sales, Engineering, and Accounting to align financial insights with operational execution.

• Support investment analysis, business case development, and strategic growth initiatives.

• Contribute to transactions, integration, and scalability initiatives as the company expands.

• Identify and implement automation, standardization, and process improvements within FP&A systems and reporting infrastructure.

• Translate financial and operational data into actionable insights that influence strategy and performance outcomes.

• Support onboarding new clients and ensure all documentation (e.g., NDAs) is complete.

• Liaise with the Service team to ensure timely and effective issue resolution.

• Maintain positive customer relationships through professional, solution-oriented communication.

• Help organize in-person customer meetings and visits to our client’s facilities.

• Maintain and organize sales documentation.

• Prepare and distribute sales materials as needed.

• Support account mapping with the extended commercial team through LinkedIn, industry publications, and other sources.

• Collect and report marketing intelligence such as data center build announcements and target account data.

PREFFERED PROFILE:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA track strongly preferred.

• 2–4 years of experience in Big 4 public accounting, corporate FP&A, transaction advisory, investment banking, or similar analytical roles.

• Strong command of financial statements, accounting drivers, and enterprise performance metrics.

• Advanced financial modeling capabilities, including scenario analysis, sensitivity modeling, and three-statement integration.

• Demonstrated experience developing executive ready reporting packages and KPI dashboards that drive performance accountability.

• High analytical rigor with the ability to synthesize complex financial and operational data. • Proven ability to operate independently, assume ownership, and deliver in a high growth, evolving environment.

• Strong communication skills with the ability to influence senior stakeholders and non finance leaders.

• Experience operating in a capital intensive, operational, manufacturing, or technology driven organization.

• Exposure to working capital optimization, cost discipline, or margin expansion initiatives. • Experience supporting structured forecasting processes in a high-growth environment.

• Familiar with ERP systems (e.g., NetSuite, SAP, Oracle).

• Experience with financial planning and BI tools (e.g., Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, Looker).

• Demonstrated orientation toward automation, data integrity, and continuous performance improvement.

ADDITIONAL CHARACTERISTICS:

• Flexible: Adjust analytical frameworks and priorities as business conditions evolve, maintaining focus on measurable business impact.

• Collaborative: Operate as a trusted partner across functions, aligning financial insight with operational strategy.

• Driven: Take full ownership of outcomes, holding yourself and stakeholders accountable to high standards of precision and performance.

• Agile: Navigate ambiguity confidently, refining forecasts and models as new data and market dynamics emerge.

• Customer-Centric: Deliver timely, decision-focused financial insights that enable disciplined growth.

• Attentive: Engage deeply with business context to ensure financial analysis reflects operational realities and strategic objectives.

LOCATION: Greater Dallas, TX area (Onsite)

Job ID# 3576304

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COMPANY OVERVIEW:

This is a leading risk and fraud mitigation technology and services company. They empower mortgage lenders with robust solutions for fraud prevention and workflow automation. With a deeply configurable and cutting-edge fraud detection platform, lenders can gain insight and efficiency throughout the loan manufacturing process.

POSITION OVERVIEW:

The Compliance Officer supports the organization's compliance program by providing guidance, oversight, and risk-based recommendations for the purpose of ensuring adherence to laws, regulations, contracts, and company policies. This role collaborates with business units to monitor compliance and implement risk management strategies across the organization.

RESPONSIBILITIES:

Provide guidance on business unit policies and procedures to ensure compliance with applicable laws and regulations
Maintain documentation and records of policies and procedures to support audit activities
Assist business units with regulatory reviews and examinations
Assess products, compliance, and operational risks and develop risk management strategies
Manage Compliance Hotline to track and investigate reports of potential violations
Coordinate and manage deliverables to regulatory agencies
Work with assigned business units to ensure compliance with regulatory and contractual requirements
Participate in periodic internal reviews and audits to ensure compliance procedures are followed
Evaluate third parties (e.g., service providers and vendors) to ensure they understand and can comply with applicable laws and regulations
Serve as liaison with regulators and manage regulatory relationships
Maintain comprehensive understanding of regulatory requirements relevant to Financial Services and Credit Reporting industries
Identify issues and recommend process improvements and efficiencies
Develop technical documentation including process charts, flowcharts, and business cases

PREFERRED PROFILE:

High school diploma or equivalent required
Experience developing technical documentation including process charts, flowcharts, and business cases
Proven ability to identify issues and implement process improvements and efficiencies
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Excellent interpersonal, presentation, and written/verbal communication skills
Strong analytical skills with ability to critically analyze data
Ability to communicate tactfully and gain consensus from management
Exceptional organizational and project management skills with strong attention to detail
Ability to effectively manage multiple assignments simultaneously
Team player with strong collaborative and conflict resolution skills
Experience with or willingness to learn AI tools and emerging technologies

What Can Set You Apart:

Bachelor's degree from accredited institution
Privacy certification from the IAPP
Experience in compliance, vendor management, audit, quality assurance, consumer assistance, or dispute handling within consumer reporting or financial services industry
Experience developing and maintaining policies, procedures, training materials, and guidance documents
Knowledge of FCRA, GLBA, UDAAP, and other relevant financial services regulations

LOCATION: Remote

Job ID# 3573695

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COMPANY OVERVIEW:

The company provides a top-rated sales intelligence tool used by fast-growing companies across the globe. In just three short years they have become the go-to choice for over 3,500 companies looking to empower their go-to-market efforts. It's B2B prospecting platform offers a simple and easy-to-use software (SaaS) with undisputed best-in-class data quality for sales, marketing, and recruiting professionals to grow faster.

POSITION OVERVIEW:

We’re looking for an Account Executive to be a core contributor to a fast-growing organization. The ideal candidate is ambitious, driven, has experience with selling outbound (cold calling/emailing) and has experience demonstrating and selling B2B software. If you've worked in B2B software (SaaS) in the past that is a major plus.

The Account Executive will be responsible for doing live demos of the platform with customers over a Zoom conference, speaking with customers over the phone, making cold calls and outbound prospecting, following up with prospects as well as working with our development and leadership team on product improvements.

RESPONSIBILITIES:

Apply your knowledge to demonstrate, & sell our product to medium-sized and enterprise businesses.
Manage your pipeline, follow up and close new business.
Cold calling, emailing and outbound prospecting.
Go the extra mile to ensure our customers love us!

PREFERRED PROFILE:

Excellent English communication skills (fluent or native).
3+ years of experience in sales, support engineering, product management, or similar. SaaS/Software experience is a plus. Sales intelligence background preferred.
Self-starter, entrepreneurial, hungry, passionate, and tech-savvy.
Strong analytical, troubleshooting, and problem-solving skills.
A desire to work closely with customers in sometimes tough situations.
You're hungry and quick to learn.
Excellent written and verbal communication skills. You're able to explain concepts clearly and concisely.
You're looking for a long-term position.
This is a long-term opportunity, not a short time placement.
Must be available to work in PST or EST time zone.

LOCATION: Remote

Job ID# 3480383

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COMPANY OVERVIEW:

This is a leading operations management and analytics company that helps businesses enhance growth and profitability. The company integrates analytics, automation, benchmarking, BPO, consulting, industry best practices and technology platforms to help companies improve global operations, enhance data-driven insights, increase customer satisfaction, and manage risk and compliance.

The Analytics Practice provides data-driven, action-oriented solutions to business problems through statistical data mining, cutting edge analytics techniques and a consultative approach. The company takes an industry-specific approach to transform clients’ decision making and embed analytics more deeply into their business processes. The global footprint of nearly 10,000 data scientists and analysts serves the insurance, healthcare, banking, capital markets, utilities, retail and e-commerce, travel, transportation and logistics industries.

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

As a Data Governance Specialist, you will support the insurance client's actuarial department by managing and overseeing the data assets. Your primary responsibilities will include cataloging data using IDMC, creating and maintaining master data mappings in Excel, and ensuring that the data governance practices comply with both industry standards and regulatory requirements.

RESPONSIBILITIES:

Data Cataloging: Utilize IDMC to effectively catalog data assets, ensuring robust metadata management and enhancing data discoverability across the organization.
Master Data Management: Develop, validate, and maintain detailed mappings and schemas in Excel to manage master data critical for actuarial analysis and compliance reporting.
Data Quality Assurance: Regularly audit and refine data quality, collaborating with IT, actuarial teams, and other stakeholders to rectify discrepancies and Maintain high data integrity.
Have a track record of applying Data Scanning, Data Lineage, Data Quality and Data Dictionary capabilities to a global organization
Create and maintain technical documentation in support of data governance program
User Onboarding and Access Management :Oversee the onboarding process for new users, ensuring they have appropriate access to data assets and tools.
Maintain user access controls and regularly review permissions to ensure compliance with data governance policies.
Strong organizational skills with the ability to work effectively in a fast-paced environment and with changing priorities and the ability to effectively prioritize multiple tasks to meet tight deadlines.
Policy Implementation and Compliance: Adhere to and enforce strict data management practices that comply with industry regulations such as GDPR, HIPAA, or specific insurance regulatory standards.
Stakeholder Collaboration: Liaise between data users, technical teams, and business leaders to align data accessibility with the strategic needs of the actuarial department.
Project Leadership: Manage and execute data governance projects, ensuring alignment with broader business objectives and timely completion.
Educational Workshops and Support: Conduct training sessions and provide ongoing support for Alation and Excel-related data governance practices.
Team player with a highly motivated, positive, and collaborative attitude.
Excellent verbal and written communications, presentations skills, and high attention to detail.

PREFERRED PROFILE:

Bachelor’s degree in Information Management, Computer Science, Actuarial Science, or a related field.
5+ years of experience in data governance or a similar role within the insurance industry.
Expertise in using data governance tools for data cataloging and advanced proficiency in Excel.
Familiarity with insurance data standards and the regulatory environment affecting the actuarial functions.
Excellent analytical, organizational, and project management skills.
Effective communication and interpersonal abilities, with experience working in consultancy and client-facing roles

LOCATION: Remote in US or Canada

Job ID# 2766510

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Manmohan Masanta Manmohan.Masanta@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Saurabh Kushwaha Saurabh.Kushwaha1@exlservice.com Ankur Jain Ankur.Jain1@exlservice.com; Tarun Rishi Tarun.Rishi2@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

HIGH

Manager/ Senior Manager

(Data Governance Specialist)

Preferred Boston, NY

Else Remote

5 - 9 years

5+ years of experience in data governance or a similar role within the insurance industry.
Expertise in using data governance tools for data cataloging and advanced proficiency in Excel.
Familiarity with insurance data standards and the regulatory environment affecting the actuarial functions.
Stakeholder Collaboration: Liaise between data users, technical teams, and business leaders to align data accessibility with the strategic needs of the actuarial department.

FTE

~150K

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a hands-on Senior Data Scientist to join an Insurance Analytics & AI Vertical. The ideal candidate will bring a blend of insurance domain expertise (preferably P&C), consulting mindset, and strong data science skills. This is a mid-senior level role focused on delivering value through analytics, stakeholder engagement, and logical problem solving, rather than people management.

The role involves working closely with clients on reporting, data engineering, transformation, and advanced analytics projects. While strong technical skills are important, we are looking for someone who can engage directly with clients, translate business needs into analytical solutions, and drive measurable impact.

RESPONSIBILITIES:

Collaborate with client and client stakeholders to design and deliver data-driven solutions across reporting, analytics, and transformation initiatives.
Apply traditional statistical methods, machine learning, deep learning, and NLP techniques to solve business problems.
Support insurance-focused analytics use cases (with preference for P&C lines of business).
Work in a consulting setup: conduct requirement gathering, structure problem statements, and communicate insights effectively to senior stakeholders.
Ensure data quality, governance, and compliance with Data Privacy and Protection Guidelines.
Independently research, analyze, and present findings, ensuring client-ready deliverables.
Contribute to continuous improvement initiatives and support business development activities where required.

PREFERRED PROFILE:

Core Skills

7–12 years of experience in analytics, reporting, dashboarding, ETL, Python/R, and associated data management.
Proficiency in machine learning, deep learning algorithms (e.g., neural networks), and text analytics techniques (NLTK, Gensim, LDA, word embeddings like Word2Vec, FastText, GloVe).
Strong consulting background with structured problem-solving and stakeholder management skills.
Excellent communication and presentation skills with the ability to influence and engage senior business leaders.
Hands-on role with ability to independently manage client deliverables and operate in cross-cultural, global environments.

Data Management Skills

Strong familiarity with advanced analytics tools (Python, R), BI tools (Tableau, Power BI), and related software applications.
Good knowledge of SQL, Informatica, Hadoop/Spark, ETL tools.
Ability to translate business/functional requirements into technical specifications.
Exposure to cloud data management and AWS services (preferred).

Candidate Profile

Bachelor’s/Master's degree in Economics, Mathematics, Computer Science/Engineering, Operations Research, or related analytical fields.
Prior insurance industry experience (P&C preferred) strongly desired.
Superior analytical, logical, and problem-solving skills.
Outstanding written and verbal communication abilities with a consultative orientation.
Flexible to work in a fast-paced, evolving environment with occasional visits to the client’s Chicago office.

LOCATION: Hybrid in Chicago

Job ID# 3447959

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Annu Kaushik Annu.Kaushik@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; ; Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Atul Kumar Singh (Sr. AVP) Atul.Singh@exlservice.com

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a highly experienced Manager or Senior Manager with deep domain expertise in Earnix implementation in Insurance carriers to provide strategic guidance and business support for a large-scale transformation project. This individual will play a key role in ensuring the successful implementation of Earnix and integration with Guidewire’s policy administration system for a leading insurance client.

This is a client-facing role that requires significant prior hands-on experience with Earnix and a solid understanding of insurance industry processes, particularly in underwriting, pricing and product management.

RESPONSIBILITIES:

Provide expert-level guidance and support for the implementation of Earnix and related process changes across the organization.
Leverage extensive historical knowledge and Earnix-specific experience to help navigate challenges and anticipate needs during the implementation.
Collaborate closely with the client’s Project Manager and participate actively in meetings, discussions and working sessions.
Offer tailored recommendations based on a deep understanding of the client’s organizational structure, roles, culture and business objectives.
Raise viable business and technical solutions to challenges, including options not previously considered by the internal team.
Be available during U.S. Eastern Time business hours for real-time engagement and ad hoc support.
Serve as a key liaison between stakeholders at all levels—from business users and modelers to the Chief Underwriting Officer and Steering Committee.
Sell and defend solutions and recommendations clearly and confidently, based on business value and Earnix functionality.
Contribute to aligning Earnix configuration and Guidewire integration with industry best practices.

PREFERRED PROFILE:

Proven expertise with Earnix: Not recently trained, but a “true” expert with hands-on experience and deep understanding of Earnix architecture and functionality.
Minimum two prior Earnix implementations with insurance carriers—demonstrated success in those engagements is essential.
Strong understanding of insurance product management, pricing, underwriting and rating processes.
Familiarity with Guidewire PolicyCenter or similar policy administration systems.
Exceptional communication and stakeholder management skills, with the ability to work confidently with both technical and executive audiences.
Comfortable working across all levels of the organization, from system modelers to senior leadership.
Self-motivated and proactive, with the ability to work independently while collaborating closely with a cross-functional team.
Bachelor’s degree in Business, Information Systems, Actuarial Science, Economics, or a related field is required.
A Master’s degree (MBA or relevant technical/business discipline) is preferred and considered a strong advantage.

LOCATION: Remote in USA

Job ID# 3405392

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COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a dynamic and experienced analytics leader to join a growing Digital News & Media Analytics Practice. In this role, you will define and execute the analytical vision for digital publishing ecosystem—driving data-informed decisions across content, product, audience, and monetization strategies. You will lead a high-performing team of product analysts and digital implementation engineers, shaping the future of how we measure, understand, and grow audience engagement.

You’ll work closely with leaders across Newsroom, Digital Marketing, Commerce & Advertising, D2C Products, and Audience Development, bringing analytical rigor, structured problem solving, and strategic foresight to every engagement. This role is ideal for someone who thrives at the intersection of media, data science, ML deployment, and digital product innovation—someone who’s as comfortable designing measurement frameworks and BI dashboards as they are operationalizing machine learning models.

RESPONSIBILITIES:

Set the Analytics & ML Vision: Define and lead the analytics and ML Ops strategy for digital product optimization, audience growth, and marketing effectiveness—aligned with organizational goals such as subscriber retention, engagement, and acquisition.
Lead and Mentor: Manage and develop a lean team of analysts and implementation engineers, fostering analytical excellence, domain knowledge, and career growth.
Translate Business into Analytics: Partner with business and technology stakeholders to understand objectives and translate them into actionable analytical and measurement plans.
Drive Insight to Action: Leverage storytelling, behavioral data, and experimentation to inform product decisions, marketing execution, and editorial strategy.
Oversee Analytics Implementation: Direct the setup and governance of analytics tagging, tracking systems, and data pipelines ensuring accurate and scalable measurement.
Performance Management: Define, track, and communicate KPIs for digital experiences and campaigns, delivering actionable insights to both operational and executive audiences.
Innovation & Advanced Analytics: Develop new analytical frameworks, predictive models, and personalization strategies to improve user journeys and monetization outcomes.
Cross-Functional Collaboration: Act as the analytical thought partner to Product, Marketing, Engineering, and Design teams, embedding a data-driven mindset throughout the organization.

PREFERRED PROFILE:

Bachelor’s degree in Data Science, Computer Science, Statistics, Business Analytics, or related field; Master’s preferred.
8+ years of experience in digital publishing, news media, or online content environments—ideally with direct exposure to acquisition, subscription, or D2C business models.
5+ years of experience in applied analytics or data science roles, with a focus on product, growth, or marketing analytics.
3+ years of leadership experience (formal or informal), coaching teams and driving cross-functional initiatives.
Hands-on expertise in ML Ops, including deploying and maintaining machine learning models in production environments.
Deep expertise in digital measurement, experimentation, and user behavior analytics, including A/B and multivariate testing.
Proficiency in Adobe Analytics, Google Analytics, WordPress, Parse.ly, or equivalent analytics platforms; experience defining tagging and measurement strategies.
Strong grasp of SQL and experience with BI tools such as Tableau, Power BI, Looker, or Adobe Analytics Workspace.
Hands-on experience with cloud data warehouses (BigQuery, Redshift, Snowflake) and Customer Data Platforms.
Understanding of AdTech ecosystems (DMPs, DSPs, SSPs, ad servers) and digital media channels (Display, SEM, SEO, Social).
Strong foundation in applied statistics, experimental design, and causal inference.
Exceptional communication and data storytelling skills, with the ability to distill complex analyses into clear strategic insights.
High attention to detail, structured thinking, and an aptitude for solving ambiguous, cross-domain business problems.

What You’ll Bring

A strategic yet hands-on approach to analytics leadership.
The curiosity and discipline to explore data deeply, connect insights to outcomes, and influence product and business decisions.
A passion for digital media, storytelling, and the evolving relationship between audiences, content, and data

LOCATION: Hybrid in NYC

Job ID# 3514514

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COMPANY OVERVIEW:

RESPONSIBILITIES:

Own product vision and strategy for P&C insurance products and platforms, translating enterprise and portfolio strategy into a clear, value-driven product roadmap.
Act as the voice of the business and customer, partnering with underwriting, actuarial, compliance, and technology teams to gather insights and define well-scoped problems, desired outcomes, and measurable success criteria.
Own and continuously prioritize the product backlog, authoring clear, testable user stories and acceptance criteria.
Define, track, and be accountable for product KPIs, work with cross functional teams to meet the goals.
Collaborate daily with engineering teams, architects, actuaries, and data teams to clarify requirements, remove blockers, and ensure delivery aligns with business, regulatory, and underwriting outcomes.
Lead quarterly planning, sprint planning, and backlog refinement with cross-functional squads and stakeholders, setting clear expectations on scope, timelines, and dependencies.
Coordinate across multiple portfolios and product teams to identify existing capabilities (rating engines, underwriting services, policy administration), promote reuse, and surface capability gaps to reduce duplication.
Coordinate production releases by managing the deployment of code to production, ensuring timely and accurate delivery of new features to business stakeholders.
Partner with enterprise and solution architects to understand system impacts, data flows, and dependencies across rating, underwriting, policy systems etc.
Assess feasibility, cost-of-delay, regulatory impact, and business value for proposed enhancements; influence prioritization decisions using data and insurance domain knowledge.
Setting priorities and actively participating in team planning and scrum ceremonies
Working daily with the agile working group, clarifying business requirements, removing roadblocks, constantly communicating, and supporting alignment around product strategy
Identify the relationships, dependencies and impacts of change (highlighting options) on multiple systems and processes
Contribute to the project as required to develop proposals, requirements or other project documentation.
Elicit further requirements and test / challenge assumptions using a variety of methods including interviews, document analysis, workshops and business process descriptions
Contribute to the Business Solutions Team development of standards / methodology for capturing and publishing business processes, requirements and other documentation
Defining and documenting epics, user stories, acceptance criteria, etc. for complex solutions
Work effectively as part of a project team alongside the Senior Product Owner, Scrum master and delivery team
Ensure product features and releases comply with P&C regulatory requirements, rate-filing constraints, auditability, data privacy, and industry standards; negotiate priorities to maintain compliance without sacrificing value.
Contribute to team sprint planning and set expectations for delivery of new capabilities, features, and functionalities.
Participate in team demos, retrospectives, and all other ceremonies.
Accountable for developing and achieving product level KPIs. Manages product(s) (data products) with a moderate degree of strategy, scope, and complexity.
Collaborate with technology and business leadership to align system/application integrations in line with business goals and priorities. Resolve open issues/questions quickly and efficiently.
Set expectations with stakeholders for delivery of new capabilities, features, and functionalities. Participates in team demos, retrospectives, and all other ceremonies.
Monitor and maintain the product health, supporting long-term product viability and efficiency, and balancing long and short term and costs with desired outcomes. 
Analyze and report on feasibility, cost of delay ramifications, economies, or other aspects of planned or potential changes to the product.

PREFERRED PROFILE:

Bachelor's degree in Computer Science, Business Administration, or related field; Master's degree preferred.
Considerable relevant industry or functional experience in P&C insurance
Proven experience (5+ years) as a Product Owner, Product Manager, or similar role
Strong understanding of Agile methodologies, including Scrum and Kanban, and experience working in Agile environments.
Technical fluency to partner effectively with architects and engineers (systems thinking, dependencies, integration points).
Excellent analytical, problem-solving, and decision-making skills, with the ability to prioritize competing demands effectively.
Exceptional communication, negotiation, and interpersonal skills, with the ability to influence and collaborate across teams.
Strong Presentation and leadership skills
Experience with product management tools such as JIRA, Trello, or Asana, and proficiency in Microsoft Office Suite.
Agile practitioner capabilities and experience working with or in Agile teams
Strong team-work, co-ordination, organization and planning skills
Ability to capture complex requirements in a prioritized backlog

LOCATION: Hybrid in US or Canada

Job ID# 3515157

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[internal_notes] =>

Dear Partners, please make note – new role, please support in sending pipeline to us:

Product Owner ( Pricing & UW)



S.No

Priority

Role

Type (Remote/Hybrid)

# role

Experience

Role

Comp.

HIGH

Role: Product Owner

Position: Manager

Preferred Canada, or remote US

5– 8 years

FTE

~125 – 140 K ( USD)

~ 130 k – 150 K ( CAD)

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Annu Kaushik Annu.Kaushik@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com Payal Patel Payal.Patel@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; ; Aviral Agarwal Aviral.Agarwal@exlservice.com; Amrit Kashyap Amrit.Kashyap@exlservice.com Atul Kumar Singh (Sr. AVP) Atul.Singh@exlservice.com

***Kindly share the Resume with the “Subject Line – Role Name | Resource Name & the email body should have below grid:



Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email ID:

Worked for EXL Services in the past? If yes, share the Employee ID

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

SAP MDG (example)

Experience in Years:

Willingness to relocate across USA:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans , if any

Salary Expectations:

Interviewed by EXL services Team in recent days?

Thanks & Regards,

Anurag

COMPANY OVERVIEW:

POSITION OVERVIEW:

Develop the Company’s sales activity with Strategic Automotive Accounts and maintain long term and high-level business relationships with their global executives to become their trusted advisor.

Develop, maintain and execute Strategic Global Account Plans:

Understand the strategy and needs of the accounts
Identify the decision making processes in the accounts, to develop a partnership relationship with the key decision makers and influencers
Analyze and document our situation in the accounts and define the commercial strategy
Define the Global strategy and action plans, in coordination with the local Account Managers, to develop strong partnerships with the accounts that will allow us to grow the Company's business and sell key projects

RESPONSIBILITIES:

Manage global customer satisfaction and ensure the success of high value project sales:

Communicate your knowledge of industry trends in the customer segment and highlight the ability of Company in order to attract the interest of the client, while positioning yourself as reliable potential partner
Develop, in collaboration with the different Company teams concerned, adequate project proposals, including our offer of consulting services, software, equipment and services
Identify areas of customer satisfaction and dissatisfaction
Create the conditions for a consultative selling approach and be able to promote the high value of consulting
Negotiate and close large deals and frame agreements

Projects follow-up:

Find ways to close gaps between customer expectations and their perception of Company's product, services and relationship
Identify and mitigate risks; resolve problems and escalate if needed
Collaborate with multidisciplinary teams (internal and external)
React quickly and efficiently to eventual changes in customer demands and new specifications

Reporting on activities:

Report regularly to the management the status of the business and the progress made on action plans and initiatives;
Ensure that planning and objectives are being respected through a regular follow-up of the activity in Company’s tools (Salesforce);

QUALIFICATIONS:

University Degree, preferably with Business and/or Engineering background – additional Business Master is a plus
Minimum of 15 years’ experience in global sales, at least 5 years in Automotive market
Proven track record selling high value technology and/or consulting projects in B2B environment using consultative selling approach
Ideally experience in equipment and/or Software selling on a large enterprise scale
Experience in developing new business at global key accounts based on strategic initiatives
Ability to close large deals and negotiate future framework agreements including terms & conditions
Experience with major CRM software required - expertise in Salesforce preferred
English in full professional proficiency required; bilingual in Spanish is required
Business and financial acumen, strategic vision and planning capabilities
Global team lead with an entrepreneurship spirit and team player within corporate organization
Ability to anticipate customer’s trends and needs
Being an inspiring leader in complex account environments
Cross cultural relationship building skills
Excellent communication and presentation skills, including to “C” Level

LOCATION: Remote in Atlanta, GA, Detroit, MI or Mexico City - open to remote candidates nearby a large, international airport in the Eastern or Central time zones

TRAVEL: There will be 50% of travel to customer sites and HQ offices (domestic and international; passport is required) - including Europe, Northern Africa, South America, Asia, and/or Central America.

Job ID# 3510112

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[internal_notes] =>

Regarding compensation, we are around $220k total package 60/40 paymix. If we hire in Mexico, we will also work on a budget.

Current Salary:

Base:

Variable:

w/ OTE:

Pay mix (% base & % variable):

LTI (Long Term Incentive):

Company car:

BIK (benefits in kinds):

Salary Expectations:

Base:

Variable:

w/ OTE:

Pay mix (% base & % variable):

LTI (Long Term Incentive):

Company car:

BIK (benefits in kinds):

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Director of Lending & Credit Risk Analytics is a senior, customer-facing analytics leader within the Data Science organization. This role owns lending and credit-risk interpretation across the company, with a primary focus on non-prime and alternative credit use cases.

Operating with a high degree of autonomy, the Director serves as the day-to-day owner of lending analytics while partnering directly with the VP of Data Science on priorities and direction.

Initially, this role will operate in a player/coach capacity—directly leading and contributing to complex customer analyses while managing a small, established Customer Analytics pod. Over time, the emphasis will shift toward team leadership, standards-setting, and strategic oversight as the pod scales.

The role is expected to oversee analytics workflows within the current analytics environment, including SQL-based data stores and Power BI reporting, with Excel used for exploratory analysis, validation, and client-specific data cuts. Familiarity with analytical languages such as R (and similar tools) is beneficial but not required.

The Director must also be fluent in core data-science concepts and metrics (e.g., AUC, KS, lift, stability, and model drift) in order to credibly engage with data science teams, challenge interpretations, and translate model behavior into business-relevant insights. The role establishes lender credibility, ensures analytical defensibility, and creates management leverage so that lending-driven analytics do not funnel through a single executive leader.

In addition to customer delivery, this role is expected to drive insight-led evolution of the risk platform by shaping new or enhanced features within the company’s suite of risk

RESPONSIBILITIES:

Lending & Credit Risk Leadership

Serve as the internal authority on lending, underwriting, fraud, and credit‑risk analytics, with deep domain fluency in non-prime and alternative lending
Ensure analyses reflect how lenders actually evaluate risk, including loss exposure, fraud risk, approval and conversion lift, and early‑life performance indicators
Act as the final interpretive checkpoint for customer‑facing lending analyses prior to delivery
Review and approve analytical outputs for accuracy, relevance, and real‑world defensibility

Customer Analytics Management

Own prioritization, scoping, and execution of customer‑driven analytical requests
Lead, mentor, and develop Customer Analytics team members (current and future)
Establish repeatable analytical frameworks for common lending use cases (e.g., approval optimization, fraud segmentation, early delinquency indicators)
Set standards for analytical rigor, documentation quality, and narrative consistency

Cross‑Functional Partnership

Partner closely with Sales, Client Success, Product, and R&D on lender‑specific questions and insights
Translate lender feedback into structured input for R&D, highlighting gaps between model output, lender interpretation, and real‑world decision constraints
Influence product roadmap priorities and go‑to‑market messaging based on lender realities and market norms

Strategic & Platform Ownership

Serve as the public and internal face of the data studies and lending analytics strategy
Drive conversations and recommendations around new or enhanced risk model features and capabilities
Ensure consistency, credibility, and defensibility across all lender‑facing analytical work

PREFERRED PROFILE:

Experience & Domain Expertise

7–10+ years of experience in lending, credit risk, fraud analytics, or financial risk
Direct experience supporting banks, fintech lenders, or non‑prime / alternative credit providers
Deep understanding of underwriting and credit policy design, fraud detection techniques, portfolio monitoring, and early‑risk indicators
Familiarity with regulatory and compliance considerations relevant to lending

Analytical & Technical Judgment

Does not need to be a career data scientist, but must command technical credibility when engaging with senior data scientists, risk modelers, and quantitative teams
Able to challenge, defend, and refine analytical conclusions in technical discussions without defaulting to theory or abstraction
Demonstrated ability to distinguish meaningful, decision‑relevant signals from noise or false positives
Proven ability to evaluate model performance in terms of real‑world business impact, not just statistical metrics
Ability to combine quantitative outputs with real‑world lending judgment to produce conclusions that withstand scrutiny from both technical and business stakeholders

Leadership & Communication

Strong ability to translate complex analytics into clear, lender‑ready narratives
Proven track record telling believable, defensible risk stories aligned to real underwriting, fraud, and portfolio behaviors
Prior people leadership experience or clear readiness to manage and mentor others
Confident communicator with executives, customers, and internal stakeholders; willing and able to push back when analytics do not reflect real‑world risk behavior

What Success Looks Like

Increased lender trust and confidence in the analytics
Consistent delivery of clean, defensible, decision‑relevant customer analyses
Reduced dependency on senior analytics leadership for lending interpretation
Clear separation between customer‑facing analytics and R&D model development
Strong alignment between analytics, product, and go‑to‑market teams

LOCATION: Atlanta - Hybrid (3 day/wk)

Job ID# 3566817

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[internal_notes] =>

Below are some key points:

Must be local to Alpharetta, GA – will be hybrid in office 3 days a week.
This Director role is scoped intentionally below VP. We are not looking for someone at the VP level.
We’re targeting $160k base, flexible up to $170k for the right non‑prime risk leader, with equity participation.
The role has meaningful growth potential as the analytics org scales.

I think the most important piece regarding experience is the understanding of the sub-prime lending space and how those businesses think and operate. We have good polish on the front-end sales delivery and a strong back-end data science team to build and run models. We need this role to be able to understand the challenges, competitive landscape, and nuances of the fast-paced sub-prime lending market. Someone who can help understand and craft the signals we get from our data analysis into a meaningful strategy, with credibility.

Let me know your thoughts on if what I’ve provided is helpful enough to help you start your search. I think if you’re looking for more in-depth information, I’d set up a call between you and Dave Barber (EVP, Product & Data) /Eric Stratman (VP, Analytics & Insights).

We would prioritize candidates that did not require sponsorship; however, the case could be made if the perfect candidate requires it.

COMPANY OVERVIEW:

This company develops premium solutions that give fashion, automotive, and furniture companies the meant to embark on Industry 4.0 with confidence. They empower brands, manufacturers, and retailers, by providing them with the market respect and piece of mind they deserve. This organization offers Collection Design, Manufacturing and Management Solutions (CAD, CAM, PLM, etc.), Cutting Room solutions, and Competitive Intelligence Solutions.

Founded in 1973, this company has over 3,000 employees and serving customers in over 100 countries.

POSITION OVERVIEW:

The key mission of the Analyst/Market Intelligence Manager is to provide market, industry, competition and account analysis supporting Americas and EMEA’s management team. The valuable analysis and data provided ensures effective planning and execution expediting the achievement of business goals. The role will require researching and writing reports on specific industries, geographic regions and account ecosystems. This means gathering data from a mix of sources including trade publications, company filings, government statistics, interviews with industry contacts and analyzing, synthesizing it into structured presentation. This requires data search, team coordination, deep analysis, and synthesis.

RESPONSIBILITIES:

Macro Economy Intelligence:
To set up macro economy indicators and keep monitoring trends and provide company business impact analysis on monthly basis.
Keep tracking and collecting macro economy news and analytical articles and share with management with observations and analysis from Company's point of view.
Closely follow up with government policy, and association activity to identify opportunities for the company and provide suggestions and proposals.
Market and Industry Intelligence:
Align with corporate team to learn and share methodology and knowledge, analyze local market trends and demand and link Company's offers for Industry 4.0 to address this challenge.
Understand the new market area and evaluate potential for growth of the business. Keep monitoring market and industry movements, activities and analytical articles and share with management.
Keep monitoring market and industry movements, activities and analytical articles and share with management.
Competitive Intelligence:
Align with corporate team to learn and share all existing knowledge of worldwide competitors and complete with local information.
Collect, process, analyze local competitor intelligence using the same format and methodology.
Keep monitoring key competitors' communication, win, movement and evaluate their capabilities, offerings and financial circumstances to share with local management with in depth analysis and attack proposal.
Business Intelligence:
Analyze customer install base by product mix, by industry, by type of business to gain insight and provide direction and decision foundation for marketing campaign planning.
Work closely with Data Marketing to analyze the accuracy of database, recommend and provide the right segmentation and targeting of the market so as to support the strategic initiatives of the region.
Support sales and marketing team with regular and ad-hoc business analysis, improvement and data requests
Support the Salesforce database update for account qualification.

POSITION QUALIFICATIONS: The role requires a strong foundation in structured analytical thinking, data modeling, business writing, and understanding how industries work at a macro level.

Bachelor's degree or above in Marketing/Business, economic or statistics preferred
Proficiency in market and data analysis (statistics, databases)
Excellent computer skills, Proficient in advanced Microsoft office including Excel and PowerPoint
3-5 years or above experience as analyst (and/or market research, strategic analysis, competitive intelligence, business intelligence)
Proficient in AI tools

SOFT SKILLS:

Naturally curious, genuinely interested in how markets, industries, and businesses work
Energized by challenges
Detail-oriented, notices what others miss and cares about getting things right, without losing sight of the bigger picture
Structured thinker, instinctively organizes information, frames questions clearly, and builds logical arguments before diving in
Self-driven, holds themselves to a high standard and takes initiative without needing to be told what to look at next
Analytically rigorous, comfortable working with data, building models, and stress-testing conclusions
Clear communicator, can translate complex analysis into sharp, accessible writing for a business executive audience

LOCATION: Hybrid in Tolland, CT

Job ID# 3566267

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[internal_notes] =>

candidates do not have to use everything it’s more for materials they can use. They can also find information on the Internet. Or they can contact us if they need specific info (I have a database I cannot share access unfortunately)

Case Study: What the evolution of the Electric Vehicle Market in North America

Objective 5 slides on average, for a 10-15mn presentation

+5 attachments

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Product Manager, Global Hermetic Feedthroughs, owns the strategic and commercial success of the global hermetic electrical feedthrough portfolio.

This role is responsible for managing and scaling glass-to-metal hermetic technologies globally, driving revenue growth, margin expansion, lifecycle management, and customer value creation in mission critical solutions across HVAC, refrigeration, industrial, aerospace and defense industries. Enabling safe and reliable transmission of power and signals in sealed, high-pressure, and harsh environments.

RESPONSIBILITIES:

Own and manage the global hermetic feedthrough portfolio
Develop and execute global product roadmaps
Define and lead value-based product positioning
Drive pricing strategy and margin expansion
Lead new product introductions (NPI)
Translate voice of customer into product strategy
Collaborate with Engineering on design and materials
Partner with Operations on manufacturability and cost
Optimize product lifecycle and SKU portfolio
Support sales enablement and application positioning
Deliver executive updates and identify growth opportunities

Technical Scope:

Glass-to-metal sealing
High-pressure and vacuum systems
Electrical feedthrough design
Materials engineering and reliability testing

PREFERRED PROFILE:

Requires a Bachelor’s degree in engineering or business
In an engineering or science-related field with a passion for business marketing, or
In a business marketing field with clear technical capabilities and financial analytics
MBA preferred
Requires a minimum of five (5) years of relevant industry and product management, product marketing, strategic planning or a closely related role in Industrial, HVAC, sensing, or technology driven markets
Demonstrated ability to manage products across the full lifecycle from concept through launch, growth, and end-of-life.
Strong business acumen with experience in pricing, margin analysis, and profitability improvement.
Ability to translate technical concepts and customer pain points into clear product strategies and commercial outcomes.
Proficiency with Microsoft Office and business tools (Excel, PowerPoint, Smartsheet, CRM/ERP systems).
Experience working with customers and internal stakeholders at all organizational levels.
Overall business savvy, market expertise, and operational understanding
Excellent communicator and multi-tasker
Visionary able to motivate others to achieve and win as a team
Negotiation/persuasion skills
Customer facing position – travel required

LOCATION: Remote

Job ID# 3567756

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[internal_notes] =>

PRODUCT MANAGER: Two openings -- both are backfills — people leaving or have left
Location: Columbus, Ohio ideally --- but they are open to remote anywhere — ideal is somewhere near Ohio still so they can come into the office from time to time.

Compensation: what is the base + bonus? It's a wide range: anywhere north of $100k up to $140k-$150k maybe + Bonus (10%)
Role reports into Lancelot
What is the interview process? Alex - HR, Lancelot video interview, potentially a third — in-person interview + case study

Kim, can you share a list of candidates we should NOT contact because they have already interviewed?
MUST HAVE: there's two different job descriptions: one is looking at HVAC and NTC and PTC (positive temperature control and negative temperature control) — Temperature Sensors
And the other is: Hermetic Seals (glass seals) — if you go on LinkedIn - Victoria Varkess is the one that is leaving the business; she has a video on there where she talks specifically about their features.
One of them can be a bit junior, but one needs to be a real strong key player. They have ONE candidate that they interviewed that would be closer to the higher end, and one that they are going to interview from Copeland. Kim will send over the names.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Product Manager, Temperature Sensors (NTC/RTD), owns the strategic and commercial success of the global temperature sensing portfolio.

This role serves as a cross-functional business leader responsible for managing and scaling NTC thermistors and RTD product lines globally, driving revenue growth, margin expansion, lifecycle management, and customer value creation across HVAC, refrigeration, appliance, industrial, and emerging applications.

The Product Manager will lead the development of global product roadmaps, ensuring alignment to market trends such as electrification, energy efficiency, and advanced thermal management. This role also owns value-based product positioning, translating technical capabilities into clear, differentiated market propositions.

RESPONSIBILITIES:

Own and manage the global temperature sensor portfolio (NTC thermistors and RTDs)
Develop and execute global product roadmaps aligned with strategic markets
Define and lead value-based product positioning
Drive pipeline development, pricing strategy, and forecasting
Lead new product introductions (NPI)
Translate voice of customer and market insights into strategy
Collaborate with Engineering on specifications and performance
Partner with Operations to improve cost and manufacturability
Optimize portfolio through lifecycle management
Support Sales enablement and training
Deliver executive-level updates
Identify emerging technologies and market adjacencies

PREFERRED PROFILE:

Requires a Bachelor’s degree in engineering or business
In an engineering or science-related field with a passion for business marketing, or
In a business marketing field with clear technical capabilities and financial analytics
MBA preferred
Requires a minimum of five (5) years of relevant industry and product management, product marketing, strategic planning or a closely related role in Industrial, HVAC, sensing, or technology driven markets
Demonstrated ability to manage products across the full lifecycle from concept through launch, growth, and end-of-life.
Strong business acumen with experience in pricing, margin analysis, and profitability improvement.
Ability to translate technical concepts and customer pain points into clear product strategies and commercial outcomes.
Proficiency with Microsoft Office and business tools (Excel, PowerPoint, Smartsheet, CRM/ERP systems).
Experience working with customers and internal stakeholders at all organizational levels.
Overall business savvy, market expertise, and operational understanding
Excellent communicator and multi-tasker
Visionary able to motivate others to achieve and win as a team
Negotiation/persuasion skills
Customer facing position – travel required

LOCATION: Remote

Job ID# 3565739

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[internal_notes] =>

Needs to be in Columbus and reporting into the office 5x a week.

PRODUCT MANAGER: Two openings -- both are backfills — people leaving or have left
Location: Columbus, Ohio ideally --- but they are open to remote anywhere — ideal is somewhere near Ohio still so they can come into the office from time to time.

Compensation: what is the base + bonus? It's a wide range: anywhere north of $100k up to $140k-$150k maybe + Bonus (10%)
Role reports into Lancelot
What is the interview process? Alex - HR, Lancelot video interview, potentially a third — in-person interview + case study

Kim, can you share a list of candidates we should NOT contact because they have already interviewed?
MUST HAVE: there's two different job descriptions: one is looking at HVAC and NTC and PTC (positive temperature control and negative temperature control) — Temperature Sensors
And the other is: Hermetic Seals (glass seals) — if you go on LinkedIn - Victoria Varkess is the one that is leaving the business; she has a video on there where she talks specifically about their features.
One of them can be a bit junior, but one needs to be a real strong key player. They have ONE candidate that they interviewed that would be closer to the higher end, and one that they are going to interview from Copeland. Kim will send over the names.

COMPANY OVERVIEW:

The company is a well-established world leader in real-time supply chain tracking and sensing solutions. They design, manufacture, and support a complete line of wireless tracking and sensing devices and applications using communication technologies including LTE, LoRa, BLE, and Wi-Fi. They have products deployed in over 180 countries supporting hundreds of global customers including many of the largest companies in the world. The company is driven by its customer-centric and results-focused team, with a hunger for providing high-quality products and a spirit of continuous innovation. They love what we do and seek others who feel the same way.

POSITION OVERVIEW:

This role will involve working with internal teams, external contractors, and customers to design, launch, and support mobile industrial Internet of Things (IIoT) products used to track and monitor remote assets. This person will ensure that products, applications, and systems are properly designed and built to effectively secure, scale, and support the global customer base.

RESPONSIBILITIES:

Take ownership of existing suite of wireless tracking and sensing products to support and enhance them, including new feature development and integration with 3rd party hardware/software
Design, develop, debug, and test new products
Engage in continuous learning to keep abreast of industry developments, architectures, designs, and innovations to ensure we stay at the leading edge of the industry
Participate in schematic reviews and work collaboratively with hardware designers
Participate in code reviews and release management
Participate in the development of design documentation, user guides, and product support materials
Maintain deep hands-on technical knowledge of our hardware and software products

PREFERRED PROFILE:

5+ years of experience in C programming on ARM 32-bit processors (STM32 preferred)
Mastery of test equipment including digital storage oscilloscopes, spectrum analyzers,VNA, Saleae logic analyzers, National Instruments DAQ
Demonstrated experience developing FW for battery-powered wireless devices
Equally comfortable with RTOS and bare-metal development
Must have mastery of communication protocols including UART, I2C, SPI, CAN, and Modbus
Deep knowledge of, and experience with, radio modules including cellular, Wi-Fi, Bluetooth, LoRa, etc.
Experience implementing firmware security features and encryption schemes
Working knowledge of agile development, scrum, and Application Lifecycle Management
Experience using various source control and management tools such as Azure DevOps, GitHub, Jira, and Git
Experience with project tracking tools such as JIRA
Analytical mind and problem-solving aptitude
History of working on products deployed globally in significant volume
Knowledge and experience in sensor technology and products including temperature, humidity, pressure, accelerometers, light sensors, gas sensors, cameras, microphones
Experience with radio modules from Silicon Labs and/or Nordic
Experience with IAR EW for Arm, Simplicity Studio, WaveForms, LabVIEW, MATLAB
Experience with GUI development in C# on the Windows platform
Experience with product safety and emissions certifications
Demonstrated knowledge of product integration with cloud architectures, specifically Microsoft Azure and Amazon AWS
Experience with geospatial mapping systems and APIs
Project management and leadership experience
Possession of, or ability to obtain, a TS security clearance.
BSc/BA/MS in Computer Science, Electrical Engineering, Mathematics, or a related field preferred

LOCATION: Dallas/Fort Worth, TX

Job ID# 2345783

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The company is seeking a highly motivated, growth-focused, and results-driven Channel Manager to drive revenue growth through key channel partners, including resellers, ISPs, and MSPs. In this role, you will play a critical part in building, from the ground up, our go-to-market efforts through a vibrant partner ecosystem, enabling growth across the US and EMEA.

RESPONSIBILITIES

Identify, recruit, onboard, and manage strategic channel partners to expand the company’s reach and revenue
Drive joint go-to-market initiatives with partners, including co-selling, co-marketing, and enablement activities
Collaborate closely with Sales, Marketing, and Product teams to ensure alignment and success of the partner program
Develop and manage partner business plans with clear objectives, revenue targets, and measurable milestones
Deliver training and enablement sessions to partner sales and technical teams to ensure effective product positioning and strong customer outcomes
Monitor partner pipeline and performance metrics, providing regular reporting, insights, and forecasts
Represent the client at industry events, partner meetings, and conferences as an advocate for their channel ecosystem

PREFERRED PROFILE

Minimum of 5 years’ experience in channel sales or partner management within the enterprise technology, storage, or cloud infrastructure sectors
Strong understanding of channel ecosystems, particularly within storage, cloud, and data infrastructure (e.g., Azure, GCP, AWS)
Proven track record in developing and executing partner strategies that deliver measurable revenue growth
Experience working within an innovative technology organization; start-up experience is an advantage
Comfortable operating in ambitious or complex environments, with a demonstrated ability to navigate challenges and deliver results
Experience working effectively with geographically distributed teams across sales, solutions architecture, customer success, product, engineering, and marketing
Strong analytical and interpersonal skills, with the ability to use data and relationships to drive decision-making
Excellent relationship-building and communication skills across both technical and business stakeholders
A self-starter with a collaborative mindset, excellent organizational skills, and a drive for success
Willing and able to travel across the region as required (up to 50%)

LOCATION: Remote - East Coast

Job ID# 3515814

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[internal_notes] =>

NE region only for now

Earlier to mid-career, has channel experience, been a good performer, but looking to evolve into the next phase of their career. This is an upwards trajectory for them, not a step back or more lateral move.
Up and comers at more established storage vendors. Target people on the rise at NTAP, Pure, Dell/EMC, etc. that have good partner connections and are looking to grow responsibilities.
Hungry; drive, motivation, energy, mindset, etc. are most important qualities.

Earlier to mid-career, has channel experience, been a good performer, but looking to evolve into the next phase of their career. This is an upwards trajectory for them, not a step back or more lateral move.
Up and comers at more established storage vendors. Target people on the rise at NTAP, Pure, Dell/EMC, etc. that have good partner connections and are looking to grow responsibilities.
Hungry; drive, motivation, energy, mindset, etc. are most important qualities.

New England area

Submittal Email: silk.80.464@applynow.io

One piece of feedback is that none of them has “vendor” experience (meaning Silk type) – they all come from the partner space (resellers, Vars), which isn’t ideal.

We would like to see more candidates and those who have more experience working as similar companies to Silk (vendor) vs. partners.

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

Seeking in the SA role:

Strong clouding
Length of time in role
Cloud architecture exp
Azure, GCP, Kubernetes
Have they been hands on?
Comfortable leveraging ChatGPT in a cloud environment
Foundational architecture knowledge
Leverage an AI solution
Hands on exp w cloud provider
Kubernetes, docker
Comfortable w scripting

Questions Damon asks in an interview:

Have you started VM's in the could?

Automating?

Do you have hands on exp w one major cloud provider?

Certification helps - practitioner or associate level certs

Have you been part of a technical sales org?

Quota carrying/drive revenue

What experience do you have with enterprise storage solutions

(Need some familiarity)

Block storage vs file storage - what is the difference

Familiar w the basics of storage

What kind of work have you done hands on to deliver customized demos?

Hands on exp building demo

Storage Company, technically – they deliver a virtual SAN in the cloud. Which lands in the storage space. That contrasts with folks coming from like an EMC – they likely won’t have the background and comfort to jump into this role because of the strong cloud angle.

AWS, Azure, GCP, etc.

Outside of just sales engineering –

What type of cloud architecture experience do they have? Kubernetes, built or automated some level of infrastructure in any of the clouds, and have they been hands on.

Kubernetes, containerization like Docker

Some level of comfort with scripting; taking something someone else built and integrating it into part of a demo.

They do not need developer level hands on – but, someone who would be comfortable leveraging a chat GPT or co-pilot to help them build a proof of concept in a cloud environment.

Junia – certifications, what he has built, he’s educated. He has the foundation to understand. Curious, willing to explore enough.

What experience do you have with enterprise storage solutions?

What kind of work have you done hands on to deliver customized demos? That can range from editing files and restarting to the other end of the spectrum, building an enterprise integration that shows how we can kick off activity in the ticketing system, automate the queue system, etc.

Candidate feedback to keep in mind when qualifying new Channel Managers:

Zach said he was a nice person, but he doesn't feel he has the tools and skills to be successful in this role.

- He has great experience with Connection, but no experience outside of managing just one partner (Connection)

- Lacks experience working for smaller organizations and really has never recruited partners.

- He has never built a territory from scratch which if he had recruited in the past and has a network, he may have the potential to take something from scratch - but in this case he hasn't.

Pro

personable and energetic

Passionate about building, has the right mindset

Works with partners of all shapes and sizes along the east coast. Lots of partner knowledge.

Concerns

early in his channel career

no experience with storage

lots of disti experience, which is different than channel

1.5 hrs-2 hrs from a major airport, will travel be difficult......?

Further review

Can he manage to learn channel role quickly enough to make an immediate impact

Does he have the right relationships

will the travel be too much living so far from a major hub

COMPANY OVERVIEW:

Our client focuses on bolstering a resolute vision: to develop and implement innovative, highly effective events, incentive trips, meetings, and incentive-based reward and loyalty programs that drive sales performance, employee recognition, and consumer behavior.

POSITION OVERVIEW:

The Sales Executive is responsible for driving business growth by identifying new opportunities, developing strategic client relationships, and executing sales initiatives across corporate payment and incentive solutions. This role requires a strong customer-focused mindset, exceptional interpersonal skills, and proven success selling to middle-market and enterprise-level clients.

RESPONSIBILITIES

Actively pursue new sales opportunities through cold calling, networking, social media, and industry events
Promote and sell incentive, reward, and corporate payment programs to prospective clients
Conduct market research to identify selling opportunities and assess customer needs
Prepare and deliver client presentations aligned with company requirements
Track and report on sales activity, goals, forecasts, and prospect pipelines
Build and maintain strong relationships with new and existing clients
Ensure client satisfaction by exceeding service expectations and identifying expansion opportunities
Represent the company at conferences and events to grow business opportunities
Negotiate and close deals while managing prospect concerns throughout the sales cycle
Collaborate cross-functionally to support client success and organizational goals
Perform other duties as assigned

PREFERRED PROFILE

Bachelor’s degree in business or related field
Minimum of five (5) years of successful B2B sales experience, preferably selling to Fortune 1000 companies
Demonstrated experience selling to C-level decision makers
Proven ability to build long-term corporate client relationships
Professional, articulate, organized, and results-driven
Excellent written, verbal, and presentation skills
Experience selling SaaS platforms is a plus
Proficiency in Microsoft Office (Outlook, Excel, SharePoint, etc.)
Proven experience developing corporate payment and incentive programs
Ability to travel as required

LOCATION: Remote

Job ID# 3563658

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The Business Development Manager will expand the presence in the North American data center infrastructure market by building strategic relationships with oil & gas producers, vendors and consulting firms.

By influencing designs at the concept phase, the Business Development Manager will secure specifications, approved vendor status, and long-term adoption across major oil and gas programs.

In this role, you will identify emerging sensor architecture needs within oil and gas related companies and connect those needs with sensing technologies.

RESPONSIBILITIES:

Relationship Development – Build and own upstream relationships with North American oil and gas related companies.
Early Engagement – Establish senior technical and commercial connections early in the design cycle to secure specifications and approved vendor listings for thermal and power‑management solutions.
Solution Orchestration – Identify unmet customer needs, frame problem statements, and involve subject matter experts to transform concepts into reference designs and standards.
Market Mapping – Track influencers, programs, and build schedules; develop insight‑driven pursuit plans and coordinate tender responses.
Internal Collaboration – Drive cross‑segment cooperation in a matrixed environment, ensuring clear roles, rapid decisions, and repeatable playbooks.
Growth Metrics – Deliver upstream influence, specification / Approved Vendor Listing wins, portfolio pull‑through, and repeatable GTM patterns.
Market Presence – Represent the company at exhibitions and networking events to strengthen brand visibility and customer relationships.
Sales Support – Assist sales leadership with account planning, funnel management, and reporting on wins, losses, and market intelligence.

Success Criteria

Securing early-stage design specifications and Approved Vendor Listing (AVL) status
Influencing designs across oil and gas producing facilities
Generating a qualified pipeline of opportunities within the oil and verticals
Driving adoption of sensing technologies within oil and gas related companies
Establishing repeatable go-to-market patterns that accelerate long-term growth

PREFERRED PROFILE:

Education – Bachelor’s degree in Engineering, Business, or a related field.
Experience – 7+ years of experience in oil and gas infrastructure, HVAC-R systems, thermal management, or industrial sensing technologies.
Technical Understanding – Understanding of oil and gas infrastructure, liquid cooling, pumps, and thermal monitoring systems.
Market Network – Established relationships with oil and gas operators, engineering firms and mechanical contractors.
Sales Expertise – Proven track record in technical solution selling, demonstrating the ability to translate complex requirements into customer‑focused solutions.
Travel – This position requires approximately 40–50% travel across North America.

LOCATIONS: TX, AZ or OH

Job ID# 3561546

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COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customers’ supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel, and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to 50% or more when necessary.

LOCATION: Remote in Midwest or Middle U.S.

Job ID# 3246907

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[internal_notes] =>

Someone who has managed larger OEMs.

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Midwest down to Texas and Southeast (Carolinas – do not go too far out east – this is not North East or PA – no NYC or Vermont, etc.
HVAC experience is desired; compartmentalized small products that go into other products; OEM type of businesses; outside sales structure. Meeting with customers, suppliers, going on-site.
Managing accounts ranging in size from $5M - $15M accounts
Seeing people from Honeywell and Cognex –

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customers’ supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel, and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to 50% or more when necessary.

LOCATION: Remote in Midwest | Middle US

Job ID# 3552612

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[internal_notes] =>

looking in the Midwest, but no one has given him a clear direction. Midwest down into Tennessee is the ideal situation according to Alex.

HVAC or Appliances experience --- extra industries are kind of helpful (aerospace and defense, data center, oil and gas)

Compensation: base up to $130k (maybe slightly more, up to $140k range for right candidate)

COMPANY OVERVIEW:

Our client is a biotechnology company that's changing how scientists study human biology and develop therapeutics. They accelerate the discovery of cures for human diseases with highly scalable drug testing on lab-grown 3D human tissues. The next frontier of therapeutics development hinges on achieving greater preclinical certainty before drugs enter clinical trials — especially as these drugs become more precise and human-specific. This is biotech’s biggest challenge and our client's critical focus. Solving this requires not only one breakthrough, but a combination of three: complex human tissue engineering, highly scalable robotics, and cutting-edge AI models. These serve as the core pillars that allow them to generate predictive human data before clinical trials. By leveraging their platform, our client brings safer and more effective treatments to patients in need. They are proud to be at the forefront of developing life-saving therapies against human diseases.

POSITION OVERVIEW:

Our client is seeking an exceptional Senior Full-Stack Software Engineer to work hand in hand with their Product team to build polished, high-performance web applications using React, FastAPI on the backend, and Postgres as the database. The ideal candidate leads with deep frontend expertise in building sophisticated, stateful UIs in React/TypeScript, while bringing enough backend fluency to own features end-to-end. You'll build rich, data-dense interfaces for scientific workflows where getting the interaction design and state management right is the hard part. Additionally, the ideal candidate is an 'AI native' and uses their strong technical expertise to augment the prototyping speed provided by LLMs.

You'll ship deliverables in days, not months, and have a sharp instinct for system architectures that deliver rapidly and maintain robust performance. You will be a core contributor to shaping a next-generation biotech platform that discovers and tests new drugs on lab-grown human tissues. Own the building of scientific experiment design and results-monitoring tools that, together with the platform, have enabled our client to partner with a majority of the top-10 pharmaceutical companies in making better, safer cures to complex human diseases.

You will be expected to deliver web applications that align with well-designed frames/user flows, and with product requirements, to help scientists interact seamlessly with our client's unique datasets, robotic systems, and lab-grown tissues. You’ll have the opportunity to work at the cutting edge of biotech and software engineering, collaborating with teams spanning tissue engineering, robotics, and AI. You'll be working a few feet away from large precision robots, laser microscopes, and robot arms, surrounded by an exceptionally talent-dense team of experts from multiple scientific disciplines. You will be able to focus on building internal products and tools with incredible functionality, surrounded by sophisticated end users directly appreciative of the products you build---without needing to do integration testing for first-gen Chromebooks or handle bug reports from Fire tablets.

While bringing a passion and exquisite skill for building and shipping high-quality applications that drive scientific discovery, you'll be involved firsthand in the advancement of human health, you'll watch thousands of human organ tissues grow before your eyes, and join an intense, fun, fast-moving team in shaping the future of human health.

RESPONSIBILITIES

Frontend-Led Full-Stack Development — Architect and build complex React/TypeScript interfaces for scientific workflow applications; own backend integration points via API design and data layer work in Postgres
User Experience — Create clean, responsive, and user-focused interfaces that translate complex requirements into intuitive designs, establishing best practices for component architecture and state management patterns
Code Quality & Best Practices — Write well-tested, maintainable code with a focus on scalability, performance, and cost-efficiency
Collaboration & Communication — Work closely with scientists, engineers, and AI researchers to gather requirements, provide updates, and deliver impactful solutions
High Velocity / AI Accelerated Development — Leverage leading language models and agentic tools like Claude Code and Codex, or similar, to ship reliable code quickly; maximize prototyping and component design velocity while balancing robustness of implementations

PREFERRED PROFILE

Bachelor’s or Master’s in Computer Science (or related field), or equivalent experience
5+ years building complex React applications with sophisticated state management, not just simple CRUD interfaces
Fluency in TypeScript. Knowledge of the TanStack ecosystem is a bonus
Experience in developing applications that Render and Annotate Imagery is highly valued
Comfortable working with APIs and understanding the data layer
Working knowledge of Python (e.g., Pydantic, FastAPI)
Working knowledge of Postgres in production environments
Experience in High-throughput Laboratory Automation or Robotics is highly valued
Excellent Communication Skills for conveying technical concepts and aligning stakeholder expectations
Project Delivery Experience in fast-paced environments; comfortable balancing shifting priorities and multiple projects
Proven Ability to collaborate across disciplines, from biology to automation to AI, delivering high-impact results
Track Record of shipping secure, maintainable, and well-tested code
Deep expertise in React, TypeScript, and modern frontend architecture (component composition, state management, performance profiling)
Proficient in building visually appealing, high-performance React applications
Strong CSS/styling architectural skills (CSS modules, Tailwind, etc.)
Strong data modeling skills for biotech applications, translating scientific needs into structured schemas
Comfortable in API design, schema definition, and query optimization with Postgres
Solid foundation in data structures, algorithms, and software architecture (CS degree preferred)
Own full-stack development, ensuring high-quality, tested, and timely feature delivery
Balance speed and rigor to solve complex engineering challenges, from large-scale data ingestion to optimizing imagery metadata
Work cross-functionally with scientists, engineers, and AI researchers to align technical solutions with user needs
Keep end-users in mind, delivering intuitive, efficient workflows
Manage time effectively, handling multiple priorities while shipping production-ready features
Champion best practices, maintain clear documentation, and uphold high coding standards
Design scalable, reliable systems while anticipating and addressing bottlenecks
Leverage open-source and existing frameworks to optimize development
Mentor junior engineers through code reviews and knowledge sharing
Advocate for full-stack best practices to drive scientific and business impact

LOCATION: Onsite - San Francisco, CA

Job ID# 3555362

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The Presales Consultant will act as a trusted advisor to fashion customers. The Presales Consultant is a key contributor in selling the Company’s SaaS solutions, with a primary focus on their next generation solution, a cloud-based digital product development platform, to their prospects and customers. He/She analyzes and understands the clients’ stakes, needs and environment, supporting the sales team, in order to meet their business and technical needs and goals. He/she will work very closely with the Sales team to promote and demonstrate the value of our SaaS solutions. The Presales Consultant builds compelling proposals aligned with customer strategic objectives, alongside members of the sales team.

RESPONSIBILITIES:

Support the Sales team in qualifying, in depth, opportunities and defining proposals to meet customer needs
Work closely with customers to understand and capture their requirements and identify their main expected outcomes
Facilitate customer understanding of Company's value proposition through outstanding presentations tailored to customer’s ecosystem
Ensure the handover of the project to Customer Success teams

QUALIFICATIONS:

Bachelor’s or master’s degree in Fashion Design & Development or a related field will be required
2 years or above working experience sales, presales, consultancy, or industrial experience, preferably in a similar market
Strong interest for sales and customer-facing roles
Solid industry expertise and knowledge in digital transformation
Strong value approach and ability to translate features into benefits that resonate with current customers' challenges
Ability to create a desire for the Company's solutions and engage the customer emotionally by creating a preference to buy and a feeling of fondness about the product or service
Ability to share passion for new technologies and demonstrate their benefits
Capability to assess business processes and identify how our products will improve them
Capability to lead high-quality project delivery
Capability to identify financial impacts of inefficiencies and build business cases with different scenarios
Strong team player and ability to hand over complex projects to teams
Fluency in English. Knowledge of French is a plus

LOCATION: Hybrid in Smyrna, Georgia (2-days remote, 3-days in office when not traveling)

TRAVEL: 50-60% expected travel; including multiple trips to France (passport required)

Job ID# 3553179

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[internal_notes] =>

hybrid in Smyrna, GA — needs to have a fashion degree that involves patternmaking. They are not interested in the folks that are on the graphic design piece, but more of the product development and what goes into constructing a garment. For reference, this is the candidate that is moving on to the case study: linkedin.com/in/brejaegates

COMPENSATION:

Up to $88k base salary, OTE $110k (80/20 split)

Location: Atlanta with a hybrid schedule 3 days office / 2 days remote

Below some key terms or phrases to look for in a resume that can help identify a qualified candidate:

Patternmaking, flat pattern, CAD pattern, digital patternmaking, grading, fabric
Tech or technical pack/packages, PDM, product development, sampling
virtual sampling, 3D, vendor/supplier
identifying or addressing customer pain points
solution or workflow mapping
apparel is often used instead of fashion
terms around business value (efficiency, ROI) as the candidate will not only have to be able to drive the software but explain why it is beneficial

Some terms and phrases to be cautious of that we may have to dig deeper into their experience to see what they understand

Too design focused (mood boards, illustration, inspiration) the ideal candidate would need to know more of the production side but this could still be useful
Adobe suite of products only and no CAD or 3D software experience- again meaning they are more design leaning versus production
Merchandising/buying or retail- they know how to sell the end product but may not know about the production process

Mandatory requirements

Education in Fashion: Fashion Design, Technical Design, Pattern-making / Pattern Development, Product Development (Junior graduates from a modeling or fashion school (fashion design, product development) required)
Knowledge of CAD tools
6 months of onboarding, intensive training: 1 week out of every 2 in Bordeaux-Cestas
Flexibility to travel 50%-60% of the time
Expert solutions: Modaris and Accumark training = legacy solutions
Good learning ability

Target Companies:

"Assyst gmbh"

Tukatech

Browzwear

"Style3D"

"Clo Virtual Fashion"

Optitex

Crea Solutions

Linctex

Assyst

COMPANY PROFILE:

POSITION OVERVIEW:

Reporting directly to the CEO, the Director of IT Infrastructure will provide strategic leadership and expertise across the organizations four locations in WA, CA, UT, and TX. This position will build and maintain a high-performing, scalable, fault-tolerant, stable, and secure IT environment. The position is hybrid, and travel is required 20% of the time.

RESPONSIBILITIES:

IT Operations / Tactical Implementations (70%):

Accountable for directing day-to-day operations of a remote IT department. This includes resource allocation, support, maintenance, asset management, and troubleshooting of hardware, software, and network environments.
Team Management: lead and mentor a team of remote IT professionals, including hiring, onboarding, training, and performance management.
Oversee and optimize BCDR plans for disaster recovery and business continuity, ensuring systems can be quickly restored during a disruption.
Vendor Management: own and manage relationships, contracts, and SLAs.
Cloud Infrastructure: Standardization, optimization, and further application migration.
Act as the highest escalation level for all infrastructure issues and lead teams toward problem resolution.
Identify, develop, and implement best practices and standards to optimize IT operations.
Ensure team maintains accurate records and documentation of IT systems, activities (ticketing system), policies, and procedures.

Strategy (30%):

Oversee and Optimize IT strategies and roadmaps across all technology areas that are in alignment with our 3 year strategic plan. This includes assessing new technologies, tools, remote IT capabilities, and automation that supports these strategies (e.g., BCDR, migrating to the cloud, etc.).
Align and refine IT Strategic plan with key stakeholders across the organization (e.g., Security, Software Development, and HR).
Work Closely with Information Security to ensure infrastructure controls align with enterprise security policies, risk management, and compliance requirements.
Develop KPIs measuring critical areas of IT Infrastructure performance (e.g Patching, System Performance, Ticket Response, etc.)
Communicate IT-related issues, KPIs, updates, and initiatives to the Leadership Team and stakeholders.
Understand the industry landscape, competitive standards, and data processing requirements.
Proactively identify opportunities for technology improvements, standardization, and cost savings.
Manage the IT budget, effectively controlling costs while advancing our Strategic Plan.

PREFERRED PROFILE:

At least 10 years of experience in IT or related fields. At least 2 of these years should be in the manufacturing sector. Experience in the Printing Industry is a plus.
At least 5 years of experience managing IT employees and programs. This includes hiring, training, appraising performance, with at least 3 years of experience In IT Strategic Planning.
Bachelor’s degree from a four-year college or university in Computer Science, Information Technology, or a related field. Additional years of experience can be substituted for education.
Understanding of legal and regulatory frameworks such as SOX, GLBA, HIPAA, or ISO.Z
Demonstrated excellent interpersonal and verbal communication skills, technical writing, documentation development, process mapping, and visual communication skills.

LOCATION: Remote, USA

Job ID# 3549244

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[internal_notes] =>

Panel Interviews with: Adam (CISO), Jacie Rivas our Director of Digital Solutions, KV our VP of Application Development, and Alison Nielson our director of HR

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

The Credit Risk Practice works with leading banks, fintechs, and financial institutions to design and implement advanced risk management strategies. We are seeking a Credit Risk Strategy Manager to drive the development, execution, and monitoring of credit strategies across the lending lifecycle and manage the client in terms of existing relationship & new business opportunities. This role requires deep analytical expertise, strong business acumen, and the ability to translate data-driven insights into effective risk strategies that balance growth and profitability within client risk appetite. Additionally, it requires strong consultative and relationship-building skills with ability to influence senior stakeholders.

RESPONSIBILITIES:

Design, implement, and validate credit risk strategies across the lifecycle (acquisition, underwriting, account management, exposure management, and collections).
Perform detailed portfolio analysis using internal data, bureau attributes, and alternative data to identify opportunities for growth, loss mitigation, and risk optimization.
Develop and enhance credit risk models and decision frameworks using advanced statistical and analytical techniques.
Deliver MIS reports, dashboards, and performance reviews to monitor portfolio trends, assess strategy effectiveness, and inform business decisions.
Collaborate with client stakeholders and cross-functional teams (Product, Finance, Operations, Compliance, Technology) to align credit strategies with business objectives.
Monitor regulatory and governance requirements, ensuring all strategies adhere to compliance and audit standards.
Drive innovation by leveraging new data sources, advanced analytics, and automation to strengthen credit risk capabilities.
Provide insights and recommendations to senior leadership on portfolio performance, emerging risks, and forward-looking strategies.
Build and nurture long-term client relationships by understanding business needs and positioning EXL’s credit risk solutions effectively.
Identify opportunities to expand engagements through cross-sell/up-sell of analytics, modeling, and risk consulting services.
Partner with business development teams to support proposal creation, client pitches, and delivery of value-driven outcomes.

PREFERRED PROFILE:

Bachelor’s degree in Business, Finance, Statistics, Mathematics, Engineering, or related field; Master’s preferred.
7+ years of experience in credit risk strategy, credit analytics, or risk management within consulting, banking, or financial services.
Strong expertise in consumer lending products (credit cards, personal loans, student loans, etc.) and credit lifecycle strategies.
Proficiency in SAS, SQL, Python (Tableau is a plus).
Solid background in data modeling, segmentation, regression, and statistical techniques for risk decisioning.
Ability to synthesize complex analysis into clear recommendations for senior management.
Strong communication, presentation, and stakeholder collaboration skills.
Knowledge of credit risk regulatory requirements, governance frameworks, and emerging trends in digital lending.
Preferred: Experience leveraging alternative data and innovative analytical approaches in credit strategy development.
Proven experience in managing client accounts with a track record of delivering measurable impact.
Business development mindset with experience in proposal writing, solutioning, or contributing to revenue growth initiatives.

LOCATION: Hybrid in NYC or Charlotte

Job ID# 3439758

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[internal_notes] =>

Navneet Bihani<Navneet.Bihani@exlservice.com> Abhishek Chaturvedi <Abhishek.Chaturvedi@exlservice.com>

Vijayasarathy Siddharthan <Vijayasarathy.Siddharthan@exlservice.com>;Arpit Agarwal <Arpit.Agarwal@exlservice.com>

Hi Team,

EXL is looking to hire FTE for a senior position in Credit Risk practice. Please find below the details for your perusal –

Experience : 10+ years of experience with at least 7 years in credit risk strategy with managerial and client management exposure
Location : New York City (NY) | Charlotte (NC)
Visa Status : Flexible – but preference for shorter notice period
Interview process : EXL Internal Interview (3 rounds)
Salary Range : USD150K to 180K per annum (Negotiable)

The prospective candidate must be able to work from office premises for at least 3 days a week.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

AI Architecture Innovation Research & Design: Our mantra is Innovation at Speed. Focus on new innovative methods of designing and architecting AI and GenAI systems and be able to grasp and adapt monthly and weekly AI innovation coming out in the industry and apply it to our clients’ use cases and needs in new modern ways.
Client Advisory & Solutioning: Engage directly with senior client stakeholders (including C-suite) to understand complex business challenges, identify opportunities for GenAI and Agentic AI, and define project scope.
Workshop Facilitation: Design, lead, and facilitate high-impact client workshops and strategy sessions focused on identifying and prioritizing Generative and Agentic AI use cases and roadmap development.
Technical Leadership & Architecture: Design, architect, and oversee the development and deployment of scalable, robust, and cutting-edge Generative AI and sophisticated Agentic AI systems (including multi-agent workflows) for client and internal projects.
Project & Engagement Leadership: Lead large-scale, complex Generative AI and Agentic AI projects from strategic conception through successful deployment, managing cross-functional teams (internal and client-side) and ensuring timely delivery of high-quality solutions.
Technical Mentorship: Mentor and guide technical teams (data scientists, data and AI engineers) in best practices for advanced AI development, deployment, MLOps/LLMOps, and agentic system design.
Stakeholder Management: Build and maintain strong relationships with key internal and external stakeholders, effectively communicating complex technical concepts and project progress.
Quality & Best Practices: Ensure adherence to rigorous software engineering principles, Agile methodologies, and responsible AI practices throughout the solution lifecycle.
Stay Current: Maintain deep expertise in the latest trends, research, tools, and technologies within Generative AI, Large Language Models (LLMs), and Agentic AI paradigms.

PREFERRED PROFILE:

Technical Skills:

Programming & Libraries: Deep proficiency in Python and extensive experience with relevant AI/ML/NLP libraries (e.g., Hugging Face Transformers, spaCy, NLTK). Experience using Cursor, Windsurf, Replit, and Github Copilot.
LLM Expertise: Proven experience developing applications leveraging state-of-the-art LLMs (e.g., GPT series, Llama series, Mistral, Claude) including prompt engineering, fine-tuning, and evaluation.
GenAI & Agentic Frameworks: Hands-on mastery of core GenAI frameworks (e.g., LangChain, LlamaIndex, Langfuse) and practical experience with Agentic AI frameworks and concepts (e.g., AutoGen, CrewAI, LangGraph, agent planning, tool use integration, multi-agent collaboration).
AI Architecture: Deep understanding of AI/ML system architecture patterns, including microservices, event-driven architectures, and patterns specific to RAG (Retrieval-Augmented Generation), Graph RAG, Agentic RAG, and multi-agent systems.
Data: Knowledge of industry approaches to data engines and data labeling like Scale.ai and Mercor. Experience with auto data-labeling and synthetic data generation techniques.
Vector Databases & Embeddings: Expertise in working with various embedding models and vector databases (e.g., Pinecone, Weaviate, Chroma, FAISS).
Advanced AI Concepts: Strong grasp of advanced techniques such as complex task decomposition for agents, reasoning engines, knowledge graphs, autonomous agent design, and evaluation methodologies for complex AI systems.
Software Engineering: Strong foundation in software engineering principles for building scalable, maintainable, and production-ready AI systems.
Cloud Platforms: Strong working knowledge and practical deployment experience on at least one major cloud platform (AWS, Azure, GCP), including their AI/ML services.
LLMOps/MLOps: Expertise in designing and implementing robust MLOps/LLMOps pipelines for automated testing, CI/CD, monitoring, and governance of complex AI models and applications.

Leadership & Communication:

Proven ability to lead and motivate diverse, global teams
Excellent communication skills, capable of explaining complex AI concepts to various stakeholders
Strong project and program management skills and experience working in Agile environments

Qualifications:

Education: Bachelor's degree in Computer Science, AI, Machine Learning, or a related quantitative field. Master's or Ph.D. strongly preferred.
Experience: Minimum 10 years of experience in AI/ML/Data Science, with at least 5 years in significant leadership roles involving solution architecture, team management, and project delivery.
Deployment Success: Demonstrated track record of successfully architecting and deploying large-scale AI projects, preferably including complex GenAI and/or Agentic AI applications in enterprise or client settings.
Consulting Background: Prior experience in technology consulting or a client-facing technical specialist role within a technology provider is highly advantageous.
Global Experience: Experience working effectively with global teams across multiple geographic locations is a plus.

LOCATION: Remote

Job ID# 3438415

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[internal_notes] =>

1.Job Title: Generative AI Architect

Location: Remote

Tupe: FTE

Rate: $200K base/annum.

COMPANY PROFILE:

POSITION OVERVIEW:

The Mail Inserter Operator is responsible for the set-up, operation, training and maintenance of all Mail processing Inserter and inkjet machines at a Renton, WA facility.

RESPONSIBILITIES:

Performs standard and complex job set-up, operation, training & maintenance, optimizing equipment for maximum efficiency, including compliance with equipment specifications, safety and company procedures.
Reviews job instructions and coordinates job requirements internally and client specifications to ensure the highest quality of work.
Perform proofing and project approvals, including effective and clear communication with program managers, sales representatives and customers.
Mentor and train staff on all mail inserters, inkjets, and related production equipment.
Help develop Standard Operating Procedures (SOP’s) for job related functions, processes, and recommend method efficiencies and process improvements
Operates Mail processing equipment according to safety policies, procedures and safety rules, including the use of appropriate safety equipment. Always maintains safe working environment.
Participates in safety training program.
Reviews safety data sheets (SDS) for products used in work assignments; stores, labels, handles and prepares chemicals for disposal according to state and federal hazardous waste handling regulations.

PREFERRED PROFILE:

High school diploma or general education degree (GED); or 3 years minimum related experience and/or training; or equivalent combination of education and experience.
High level of experience with mail processing equipment including how to start, setup, operate, train, adjust and understand mailing requirements, have knowledge of mailing regulations and safety protocols- including safe use of equipment and chemicals.
Computer skills are sufficient to interface with various mail equipment and files.
Strong Verbal and written communications to follow job instructions, SOP’s and safety rules; effectively communicate with KP mail team members, employees and customers.
Reviews all work carefully for completeness and accuracy before signing off and passing through; pays close attention to details.
Identifies problems and notifies appropriate personnel and manager in a timely manner.
Strong Interpersonal skills to get along and work effectively with others.
Strong mechanical aptitude to troubleshoot machine issues and take appropriate actions to get machine back online.
Ability to lead and work in a team environment; helps and supports all employees; shares expertise with others.

LOCATION: Remote, USA

Job ID# 3547665

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COMPANY PROFILE:

POSITION OVERVIEW:

The Data Processing Team Leader is responsible for leading a team of data processing and composition professionals supporting high-volume print and mailing operations. This role oversees data intake, transformation, cleansing, composition, and USPS-compliant output while ensuring strict adherence to data security, privacy, and regulatory standards. The position partners closely with Client Services, production facilities, and Data Governance teams to deliver accurate, compliant, and cost-effective data solutions at scale.

RESPONSIBILITIES:

Leadership & Operations:

Lead and manage a team of six data processing and Quadient composition resources
Assign work, set priorities, and ensure timely and accurate delivery across multiple client programs
Ability to map, document, and improve end-to-end data processing workflows.
Manage system capacity, processing windows, storage, and team workload.
Establish, maintain, and enforce standard opera􀆟ng procedures and documentation
Provide technical leadership for complex data processing and composition issues

Client & Cross-Functional Engagement

Act as a primary data operations contact for Client Services and facility teams
Support client communications related to data requirements, specifications, timelines ,and issue resolution
Translate business and regulatory requirements into scalable production workflows

Data Processing & Quality Control

Oversee daily processing of millions of records while meeting SLAs and quality standards
Review and improve existing processes to enhance efficiency, accuracy, and scalability
Design and maintain robust quality control and audit processes
Ensure consistency and traceability across all data workflows

USPS & Mailing Compliance

Ensure compliance with USPS regulations, including presorting, postage optimization, and mailing programs
Apply CASS, NCOA, and address hygiene standards
Support USPS promotions, postage discounts, Mail.dat generation, presort tags, and Window Book reporting

Data Security, Privacy & Governance

Ensure compliance with HIPAA, PHI, and PII requirements across all data processing activities
Enforce secure handling of sensitive data throughout ingestion, processing, storage, transmission, and archival
Implement and enforce data encryption standards for data at rest and in transit
Ensure adherence to data retention, archival, and purge policies in accordance with regulatory and client requirements
Partner with Data Governance, Information Security, and Compliance teams to align operations with enterprise standards
Maintain access controls and support internal and external audits as required

Technology & Modernization

Lead migration of legacy FoxPro scripts to modern ETL platforms
Design and support scalable ETL workflows for high-volume environments
Support integra􀆟on with BCC Architect, Quadient Inspire, and downstream production systems

PREFERRED PROFILE:

Technical Skills

Advanced SQL
Experience with ETL tools (KNIME preferred; equivalent tools acceptable)
Expertise in large-scale database processing
Quadient Inspire composition experience
Data cleansing and address hygiene using BCC Architect and or similar tools
Knowledge of CASS, NCOA, Mail.dat, USPS presorting and postage
Experience with Window Book, Redpoint, or similar platforms

Domain Experience

Strong background in print, mail, and transactional document processing
Experience operating in high-volume, regulated production environments

Preferred Qualifications

Experience supporting HIPAA-regulated healthcare, insurance, or financial services programs
Familiarity with enterprise data governance and compliance audits
Proven experience leading modernization or platform migration initiatives

LOCATION: Remote, USA

Job ID# 3547647

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[internal_notes] =>

Can you think of any target companies we could source from?
CSG, OSG, Diamond, RR Donnelley, The Dot, IC Group, RevSpring, Fiserv, Remkin and print/mail service providers focused on First Class compliance mailings, Transactional Statement Printers and Direct Marketing.
What is the compensation range offered for this position?
$115k to $145k
Location: targeting PST ideally located near Seattle or Sacramento. What other locations are acceptable? Would you speak to someone in MST or CST if they fit the preferred profile? Should we avoid contacting anyone in the East?
Cast a wide net Central time zone and West. Chicago – Dallas North to South and West paying attention to Denver, SLC, Phoenix, Southern/Northern CA and the Pacific Northwest.

COMPANY OVERVIEW:

Founded in 1948, the company has grown from a small town appliance store to an award-winning employer and leading electrical distributor with 12 branch locations. They provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. They are a growing, privately held company with over 450 employees who uphold a family culture built around exceptional customer service. As a Workplace Excellence Award winner, they are dedicated to the continuous improvement of their people, products, and services to ensure the long-term success of employees and customers.

POSITION OVERVIEW:

The IT Business Systems Administrator manages system configuration, security, and performance to ensure seamless operations. Collaborates with stakeholders to implement upgrades and enhancements, provides end-user support, and conducts data audits to ensure accuracy. Integrate systems with enterprise platforms, troubleshoot issues, and contribute to disaster recovery planning and cross-functional projects. Ideal candidates have a degree in computer science, strong analytical skills, excellent communication, and thrive in a fast-paced environment.

RESPONSIBILITIES:

Manage system configurations, including user access, security settings, and customizations of modules for managed business systems
Monitor health and performance metrics for systems, proactively identifying and resolving issues to minimize downtime and optimize efficiency
Provide end-user support and serve as the primary point of contact for troubleshooting and resolving system-related issues, escalating to vendor partners as needed
Participate in cross-functional projects and initiatives as a subject matter expert for business systems
Coordinate and implement system upgrades, patches, and enhancements in collaboration with internal and external stakeholders and vendor partners
Develop and maintain system documentation, including user guides, standard operating procedures, and technical specifications
Conduct regular audits and integrity checks for all systems to ensure the accuracy and reliability of system data
Collaborate with internal IT teams and vendors to integrate with other enterprise business systems and processes, such as, but not limited to, eCommerce, CRM and BI platforms
Stay abreast of industry trends and best practices, and recommend and implement innovative solutions to enhance system capabilities
Assist in the development and implementation of disaster recovery and business continuity plans for all critical business systems

PREFERRED PROFILE:

Bachelor’s degree in computer science, information technology, or related field
Minimum of 5 years’ experience in administering and supporting Epicor Eclipse ERP, TECSYS WMS, or related experience
Strong understanding of business processes and operations, with the ability to translate business requirements into system solutions
Proficient in reading/ troubleshooting programming languages & databases, with a particular emphasis on low-code/ no-code environments
Strong analytical and problem-solving abilities, with a keen attention to detail
Ability to prioritize and manage multiple tasks in a fast-paced environment
Proactive mindset with a focus on continuous improvement and innovation
Experience with project management methodologies and practices
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders
Proficiency in Epicor Eclipse ERP and TECSYS WMS administration, including system configuration, user management, and troubleshooting
Familiarity with SQL databases and query languages for data analysis and reporting
Knowledge of integration techniques and tools for connecting systems with other applications

LOCATION: Appleton, WI - Hybrid

Job ID# 3547333

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[internal_notes] =>

Test profile feedback:

YES

Jon Roeder – Strong WMS skills with BlueYonder as SME and IT lead.
Frank Koch – Strong frontend development skills with some SQL. Potential WMS experience with past employment.

MAYBE

Stephanie Bowden – Strong BA skills with WMS experience, but no reference to technical skills in profile

Brian Yang – Unknown skillset, titles seem more focused on infrastructure/ hardware administration than business system/ application administration
Thomas McKay – Skillset seems to be more focused towards an operational power user than a technical administrator/ developer

COMPANY OVERVIEW:

The company is a world leader in real-time supply chain tracking and sensing solutions. They design, produce, and support a complete line of wireless tracking and sensing devices, applications, and services. They have products deployed in over 180 countries, supporting hundreds of global customers. Our client is driven by our customer-centric, results-focused team, with a hunger to deliver high-quality products and a spirit of continuous innovation.

POSITION OVERVIEW:

Our client is seeking an experienced quality assurance and regulatory leader to own and manage the development, implementation, oversight, and ongoing operation of quality management systems and compliance programs to ensure products and services meet regulatory and quality standards. This role manages compliance initiatives, conducts audits, handles corrective actions, supports customers, and directs personnel to implement and improve operational processes related to quality, compliance, safety, and security. They are looking for someone local to the Dallas/Fort Worth area who is comfortable working full-time from their headquarters in Fort Worth. This role will involve working with internal teams, external contractors, regulatory bodies, suppliers, and customers to support all aspects of quality and compliance. Ultimately, you will ensure that products, services, and systems are properly architected and built to effectively secure, scale, and support their global customer base while complying with all relevant industry standards and regulations.

You should have a demonstrated background in leading quality and compliance, ideally with experience in electronics manufacturing. You should possess a keen eye for detail, excellent communication skills, and a passion for ensuring quality. You should be an enthusiastic self-starter who is equally comfortable doing the work yourself or working as part of a team. You should not be intimidated by a rapid pace and managing multiple projects simultaneously, often involving international resources. You should have experience working with international teams and a willingness to lead and participate in meetings that may need to occur at odd hours to coordinate effectively with overseas resources. International travel will be required, so you should maintain a valid passport and be willing to travel anywhere the company is conducting business. Our client works as a close-knit, high-velocity team in a cross-functional environment that involves coordination with customers, suppliers, management, operations, and engineering departments. They can’t promise it will be easy, but they can promise it will be interesting and fast-paced with many opportunities to innovate and grow your skillset and experience.

RESPONSIBILITIES:

Own and maintain the QMS in accordance with applicable ISO standards
Serve as the primary point of contact for external and internal audits, including certification bodies and customer audits
Ensure controlled documentation, revision control, change management, and record retention meet standards and regulatory requirements
Lead management review processes, including KPI development, risk assessment, and performance reporting
Interpret standards and regulations and translate requirements into operational procedures
Communicate with and support our customers in all aspects of quality assurance and regulatory compliance processes, paperwork, and audits
Establish and lead training programs for internal and external personnel
Ensure products comply with all applicable local, regional, and international regulations (e.g., FCC, CE, IC, ANATEL, REACH, RoHS, ISO, UL, etc.)
Ensure adequate documentation to support our customers with industry-specific regulatory compliance initiatives, including Aviation and Pharma (e.g., Airline approvals, 21 CRF Part 11, GDP/GxP, cGMP, etc.)
Ensure our services, software systems, and contractual documents comply with international data security and privacy regulations (e.g., GDPR, ISO 27001, SOC 2, HIPAA)
Monitor regulatory changes and assess impact on existing and new products
Lead product certification, testing, documentation, and labeling requirements
Maintain technical files, declarations of conformity, and compliance records
Interface directly with registrars, regulatory bodies, and key customers
Interface directly with internal engineering and operations teams to support regulatory activities
Ensure compliance with electronic assembly workmanship and process standards. Qualify and audit contract manufacturing resources, including reviewing and approving manufacturing process documentation such as work instructions, inspection criteria, compliance logs, and control plans
Partner with manufacturing, operations, engineering, and quality teams to maintain certification readiness, ensure design for manufacturability (DFM), and design for compliance (DFC)
Manage the end-to-end RMA process, including authorization, receipt, inspection, repair/replacement, and disposition. Serve as the primary point of contact for RMA-related inquiries from customers, sales, service, and operations teams
Review and approve RMA requests in accordance with warranty and return policies, and coordinate with engineering and operations to ensure timely processing of RMAs
Track RMA metrics, including turnaround time, defect trends, root causes, and cost impact
Identify recurring product or process issues, work with engineering and operations teams on corrective and preventive actions, and prepare associated reports
Present RMA and CAPA performance insights to management
Manage inventory related to returns, repairs, and refurbishments. Manage scrap materials recycling and disposition as necessary
Continuously improve RMA processes to increase efficiency and customer satisfaction
Lead compliance-related projects from planning through execution, including certification initiatives, process improvements, and system implementations
Manage timelines, resources, and cross-functional stakeholders to deliver projects successfully
Apply continuous improvement methodologies to reduce defects and improve process capability
Support validation activities related to process changes and new product introductions
Manage supplier quality, including qualification, performance monitoring, and corrective actions
Conduct and support supplier assessments and audits, including international suppliers
Ensure global operations comply with applicable regulatory, customer, and certification requirements
Travel internationally to support audits, supplier development, and compliance initiatives as needed

PREFERRED PROFILE:

Established background holding a long-term role in Engineering, Quality, Manufacturing, or other Quality/Compliance related roles, with 5+ years of experience in compliance, quality engineering, or QMS leadership, ideally within an electronics manufacturing environment
Demonstrated expertise in ISO standards, audit execution, and regulatory compliance
Strong technical understanding of electronic assembly processes and industry certification standards
Proven experience leading RMAs, CAPAs, and structured problem-solving initiatives
Project management experience in regulated or high-reliability manufacturing environments
Ability and willingness to travel internationally, including leading and participating in meetings with suppliers in different time zones (periodic late-night and early-morning meetings will occur with overseas suppliers, regulatory bodies, and contract manufacturing resources). Patience and the ability to work through language barriers will be key
QMS platforms and electronic document control systems
Audit planning and execution
Proficiency with software tools, including Microsoft Office Suite, Microsoft Teams, and JIRA
Strong oral and written communication skills, attention to detail, and strong organizational skills
Experience with statistical analysis methods, advanced root cause analysis techniques, and FMEAs is a plus
Specific experience in aviation/aerospace, pharmaceutical, and cold chain sectors is a plus

LOCATION: Dallas/Fort Worth, TX

Job ID# 3545738

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[internal_notes] =>

Test profile feedback:

https://www.linkedin.com/in/barry-wheeless-85102233/ (not seeing the electronics manufacturing background we’re looking for)

https://www.linkedin.com/in/tony-passamano-a742b34/ (interesting background, only issue I see is that he calls himself out as retired)

https://www.linkedin.com/in/dorothy-taylor-9258188/ (not much detail on her specific work areas or responsibilities on her profile page, so tough to judge)

https://www.linkedin.com/in/richard-lawson-611b5339/ (interesting healthcare background, but not enough detail on his specific work areas or responsibilities to fully judge experience, but looks close)

https://www.linkedin.com/in/rsheckler/ (looks good)

https://www.linkedin.com/in/curt-williams-a2305515/ (I like the long tenure of his roles, not seeing any electronics experience)

COMPANY OVERVIEW:

POSITION OVERVIEW:

The company is seeking a Technical Account Manager to serve as a trusted technical advisor for a portfolio of strategic customers. You’ll ensure customers realize the full value of our client's Platform - from onboarding through ongoing optimization - by bridging technical expertise with a deep understanding of business goals. You’ll work within the Customer Success team and across the broader GTM organization to deliver world-class customer experience and long-term adoption. This role is ideal for someone passionate about cloud performance, enterprise technology, and building strong technical relationships with customers.

RESPONSIBILITIES

Customer Engagement & Technical Partnership
Serve as the primary technical expert and trusted advisor for assigned customers
Partner with the Onboarding Manager to ensure smooth onboarding and seamless adoption of the client's solutions
Host regular customer meetings to provide technical guidance, performance insights, and strategic recommendations
Lead customer training and enablement sessions to deepen understanding and drive broader platform adoption
Collaborate with Customer Success Managers to support QBRs, renewals, expansions, and overall account health
Proactively engage with customers to review upgrade schedules, configuration best practices, and usage trends - identifying opportunities to optimize performance, efficiency, and overall platform utilization
Translate complex technical concepts into clear, actionable business insights for diverse audiences
Maintain and document customer architectures, configurations, and technical recommendations
Ensure customers stay current with product updates and continually realize value from the platform

PREFERRED PROFILE

5–7 years of experience as a Technical Account Manager, Solution Architect, Sales Engineer, or in enterprise technical support or related roles
Strong understanding of cloud infrastructure (Azure, GCP, AWS) and enterprise workloads (e.g., Oracle, SQL Server)
Excellent communication and presentation skills with both technical and business audiences
Proven ability to manage complex technical projects and collaborate across functions
Highly organized, self-directed, and excited to shape how the company supports its strategic accounts
Experience with Customer Success platforms (e.g., Gainsight, Totango, Planhat) is a plus
Experience with automations or workflow optimization is a plus

LOCATION: Remote - East Coast

Job ID# 33515807

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[internal_notes] =>

Expand to EST

Chicago would be the furthest

Must haves:

Technical ability (Please see below prequalifying questions to ask over the phone, not in an email. They should be able to answer all five questions, generally speaking.) They are saved on loxo
Post sales customer facing
Enterprise cloud storage experience
If they are only deep in AWS (which Silk is launching in April) they won't probably work
GCP and Azure

White glove vs highly transactional regarding the work they will be doing with their current customers. There are 13 in total - the other TAM will cover 1-2 customers, and the new TAM will cover the rest.

Support account manager - NetApp (that title tends be what they call them but is close to what they are seeking)

Maybe - Service delivery role at NetApp

AWS employees are probably not a fit.

Q: What are some of the native storage types provided by the cloud?

A: Blob, SSD, HDD, NVMe

Q: The cloud provides various types of optimized VM SKUs. What are some of them?

A: Compute, memory, storage, general purpose

Q: As you increase the VM SKUs, aside from the vCPU count, what else changes?

A: Memory, networking limits (number of NICs & throughput, storage limits (number of disks attached & various performance limits)

Q: What is thin provisioning?

A: A storage concept where on a provisioned disk, data is written on-demand rather than upfront.

Q: At a high level, how does data deduplication work?

A: The storage system checks if a given block of data already exists and if so, creates a pointer to the already existing block.

Submittal Email: silk.29.264@applynow.io

Here’s my feedback on your test profiles - in general, none of them are a definite no but the main things to validate would be 1. Relevant technical experience/skills and 2. if they are more of a CSM (customer success manager) than a TAM, as this TAM will be a counterpart to a strategic enterprise CSM.

https://www.linkedin.com/in/alexander-mccool-577b01188/

Hard to tell what his technical skills are, but interested. Maybe slightly junior for this role.

https://www.linkedin.com/in/haoran-hao-su-193736b4/

Seems like the right type of experience

https://www.linkedin.com/in/trisha-nguyen-4211434/

Interested, just not sure if too senior coming from management/principal roles

https://www.linkedin.com/in/lgumbs/

Interesting/relevant experience, but would have to confirm technical skills since currently in a CSM role.

https://www.linkedin.com/in/luisfduranjr/

Similar to above - calls himself a CSM so not sure if fit for TAM

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

Technical interview:

It’s more question-based, not hands-on tech evaluation - usually some questions about the cloud in general, then theoretical customer examples.

COMPANY OVERVIEW:

POSITION OVERVIEW:

Our client is looking for an experienced Level 2 System Reliability Engineer to help scale a rapidly growing business. They are rewriting the rules of the cloud, together. Their product is unique, and so is their culture. Every employee has a voice, is passionate about technology, and plays a role in our success. As a team, they are fun-loving disruptors. Creativity, collaboration, and camaraderie empower them. They are capitalizing on the opportunity. They are looking for someone to build with them

As a Level 2 System Reliability Engineer, you will be part of a talented team solving interesting and challenging technical issues for customers. You will work directly with customers and internally with other engineers to debug, troubleshoot, and help resolve customer issues effectively and professionally. You will also work with colleagues in Customer Success, Cloud Infrastructure, and Development Engineering teams to implement and influence new offerings using their solutions and other supporting technologies. You will identify and drive product and customer experience improvements by providing insights in a well-articulated, data-driven manner that identifies the product/service challenges of their customers.

RESPONSIBILITIES

Provide direct technical assistance to customers for operational tasks and technical issues
Independently investigate and troubleshoot customer problems to resolution
Perform corrective maintenance activities with customers involving the Silk software platforms
Collaborate with Global Support and Engineering on advanced issues
Provide product knowledge to customers to maximize the use of our client's solution features
Manage customer cases/tickets, including communication tracking
Write customer-facing knowledgebase articles

PREFERRED PROFILE

Strong team-building skills and experience working with an inclusive, global team are paramount
Excellent customer service skills and a customer-focused attitude
Strong problem-solving skills: troubleshooting, problem analysis, and resolution determination while using good judgment/decision-making abilities
Self-motivation and the ability to use initiative
Strong written and verbal communication skills (spoken and written English is mandatory, but additional languages are a plus)
Effective learning skills and the willingness to learn new things and adapt quickly
Strong multi-tasking skills
Excellent organizational skills and attention to detail
A genuine passion for technology and desire, and the aptitude to increase the technical skill level required
Cultural sensitivity

Required Technical Skills:
Knowledge of Linux operating systems
Recommended Technical Skills:
Knowledge of LAN/WAN networking
Knowledge of MS Windows Server operating system
Knowledge of Cloud Infrastructure
Knowledge of enterprise storage fundamentals

One year or more of experience working in a “customer-facing” role; technical support roles are preferred
Experience working in an on-site office atmosphere is preferred

LOCATION: Hybrid - Needham, MA

Job ID# 3544075

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[internal_notes] =>

Submittal Email: silk.EA.A53@applynow.io

Below are questions listed by level of difficulty. If you can ask two from easy and 1 from medium and 1 from hard, and submit how they did w/ their submission. If they cannot answer any of the easy questions, they should not be passed through. Any questions, pls let me know. Thank you!

Easy:

How would you check what directory you are currently in?

A: pwd

How would you list all files in the current directory?

A: ls

How would you move a file?

A; mv

Medium:

How would you search for the word inside a file?

A: grep

How would you check how much disk space is used on the system?

A: df -h

How would you change permissions?

A: chmod

Hard:

what is PID 1 on a Linux system?

A: init system or systemd

What happens to disk usage if you delete a file that is still open by a process?

A: The file is removed from the directory (no longer visible), but the data still exists on disk.

What happens when the system runs completely out of memory?

A: OOM Killer

Test profile feedback

The following candidates seem to be the closest fit:

This candidate appears to be stronger on the DevOps and programming side:

https://www.linkedin.com/in/zhilue-wang/

For this candidate, I don’t see a strong emphasis on Linux in the profile, although it is mentioned in the skills:

https://www.linkedin.com/in/ernest-ewur-614386197/

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a driven and analytical Strategic Pricing Manager who will be responsible for developing and executing pricing strategies that maximize profitability while maintaining customer satisfaction. This role involves defining product pricing strategy and positioning, and ensuring competitive and profitable pricing levels. The ideal candidate will have a strong analytical and process driven mindset, experience in strategic pricing, and a deep understanding of industrial market trends and customer segmentation.

RESPONSIBILITIES:

Develop Pricing Strategies:

Define and implement pricing strategies aligned with financial goals and market conditions.
Establish product list prices globally, sales price guidance, and authorization levels.
Provide global guidance on pricing approaches, including value selling and pricing excellence.

Market and Competitor Analysis:

· Conduct research on pricing trends, competitor strategies, and market conditions to ensure competitive pricing.

Perform price analysis with a market focus, including account, channel, and region insights.

Data Analysis & Reporting:

Analyze sales and customer data to identify pricing opportunities and adjustments.
Provide insights and recommendations through quantitative analysis and forecasting models.
Support Pricing KPI tracking to measure effectiveness.

Cross-Functional Collaboration:

Work with product management, sales, marketing, and finance teams to execute pricing strategies.
Support new product launches, promotions, and customer negotiations with pricing insights.
Provide customer pricing support, including tools and materials for decision-making.

Revenue & Profit Optimization:

Develop pricing tactics such as discounts, bundling, and tiered pricing to maximize profitability.
Continuously monitor and adjust pricing strategies to drive margin growth.
Manage competitive rebates, bonuses, and special price requests.

Customer Segmentation:

Implement value-based pricing models tailored to different customer segments.
Customize pricing strategies based on market demands and customer needs.

Pricing Tools & Systems Management:

Utilize pricing tools, process and system management, analytics software, and business intelligence platforms to support decision-making.
Maintain accurate pricing databases and ensure consistency across sales channels.
Lead pricing setup, maintenance, and annual price adjustment processes.

Performance Monitoring:

Track and measure the effectiveness of pricing strategies using key performance indicators (KPIs).
Adjust pricing approaches based on performance data to optimize results.
Lead price adjustments, including annual price adjustments, surcharges, and tariff-related changes.

PREFERRED PROFILE:

Bachelor’s degree in Business, Economics, Finance, Marketing, or a related field
MBA preferred
5+ years of experience in strategic pricing, revenue management, or a related field.
Strong analytical and technical skills, including
Proficiency in Python, R, or similar scripting languages for automation and data processing.
Experience with Power BI, Tableau, or other business intelligence/reporting tools.
Ability to develop automated models, dashboards, and workflows to improve pricing efficiency and decision‑making.
Knowledgeable in database platforms such as SQL, Visual Studio
Demonstrated experience using pricing software, CPQ platforms, ERP systems, or CRM systems (e.g., Salesforce, Dynamics, Oracle). Strong knowledge in Oracle is preferred.
Advanced data analysis and financial modeling skills, including forecasting, elasticity modeling, and scenario analysis.
Ability to interpret market trends, competitive intelligence, customer segmentation, and cost-to-serve insights to drive pricing strategy.
Strong communication and collaboration skills, with the ability to influence cross‑functional stakeholders and explain complex data clearly.
Highly detail‑oriented, with strong business acumen, a strategic mindset, and a results-driven approach.

LOCATION: Columbus, OH

Job ID# 3533169

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COMPANY OVERVIEW:

PREFERRED PROFILE:

8+ years of experience with BI Reporting tools and with last 3-4 years of experience with Power BI, Power BI desktop, and Power BI services.
3-4 years of experience in leading a team of developers and doing onsite-offshore coordination.
Must have Experienced hands-on Power BI with advanced Power BI development and visualization skills.
Must Have Cognos migration experience
Must have ability to discover, design implement and drive the client discussions.
Work with Business closely for the requirements and develop the Executive Dashboards/reports.
Well-versed and experienced with Power BI dimensional modeling. No learning on the job.
Experience with advanced Power BI visualization features and implementation.
Knows how to connect to SQL Server and other database sources for datasets.
Strong communication skills, verbal and written, to communicate with customers and business stakeholders regularly.

LOCATION: Remote in US or Canada

Job ID# 3529310

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Annu Kaushik Annu.Kaushik@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Rahul Gulia Rahul.Gulia@exlservice.com

***Kindly share the Resume with the “Subject Line – Role Name | Resource Name & the email body should have below grid:



Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email ID:

Worked for EXL Services in the past? If yes, share the Employee ID

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

SAP MDG (example)

Experience in Years:

Willingness to relocate across USA:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans , if any

Salary Expectations:

Interviewed by EXL services Team in recent days?

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Bachelor’s Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

LOCATION: Lexington, KY

Job ID# 3402564

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[internal_notes] =>

SEPTEMBER 16TH -

Someone who has been selling as a private banker who that wants to be an advisor. Walking into a large book, so low risk.

They have no other candidates besides what we brought forward so far. Turn up the heat, she needs some hires!

Final interviews with Scott Love + Lisa Stavsky before offers go out.

book Assets for open Lexington advisor role

Pershing Annuities $18,264,344

Pershing Brokerage $777,192

Pershing Managed $31,152

Total Appx $19mill

These are the 6 branches the advisor would cover:

GEORGETOWN MAIN

ORCHARD (Nicholasville)

SIR BARTON WAY - Advisor Hub

TATES CREEK ROAD

UNITED SQUARE

VERSAILLES MAIN

David Reynolds, cc'd here, is the hiring manager. David is our producing manager in Kentucky and reports to me. Compensation would be the same unless the candidate is more suited to an associate advisor role (junior). Base salary for that role is $35,000 and the monthly salary grid goes up to 18%.

When I explain, I just plug the numbers into the grid and add the salary.

At 250k you would make a 19% payout plus the salary.

Or $87.5k

At $300k you would have a 23% payout plus salary

Or 109k.

Tim, our last advisor in Lexington, had produced 172k in 7 months, in his first full year. He was averaging right at 25k in revenue, on track for $300k.

Tim was on a special pay out his first 18 months, 28%, made 72k the first 7 months. or a little over 10k per month. He was also on a special salary the first year. I didn't add that in.

I would definitely consider an associate level candidate (maybe someone fully licensed coming from a licensed banker role).

Thank you!

Lisa

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFERRED PROFILE:

Sales, Business Development, and Account Management skills
Minimum of 5 years experience in B2B sales and presenting product/service solutions
Strong negotiation and communication skills
Ability to build and maintain client relationships
Knowledge of financial services, payments or banking industry
Proven track record of meeting sales targets
Self-motivated and results-driven individual
Bachelor's degree in Business, Marketing, or related field

LOCATION: Remote

Job ID# 3525635

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[internal_notes] =>

Step 1: Present to me (Kara Esposito), I review and determine who to move forward with
Step 2: 1 hour call with Scott (I will coordinate)
Step 3: 30-45 minute panel interview with Scott, Mark Lashmar, John Gordon and me – will present the same as the last time (I can share if you want to review)- I will coordinate
Step 4: Offer

COMPANY OVERVIEW:

POSITION OVERVIEW:

Manages day to day function of federal, state and local tax compliance functions of the corporation and its affiliates. Responsible for preparation of items relating to Accounting for Income and non-income taxes. Works in tandem with the Director of Tax Compliance & Reporting to identify, implement and maintain tax efficiencies.

PREFERRED PROFILE:

Bachelor’s Degree in Business Administration, with a focus in Accounting, Tax, or related field, or equivalent combination of training and/or experience, required.
Minimum two years corporate tax experience, preferably in banking or financial services, required.
Certified Public Accountant (CPA) certification, preferred.

RESPONSIBILITIES:

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Assists the Director of Tax Compliance and Reporting in items relating to Financial Statement reporting with regard to income and non-income taxes including accounting for Income Taxes under ASC 740 including uncertain tax positions and accounting for non-income taxes such as franchise taxes under applicable statute.
Coordinates with third party firm that supports the company in these tax accounting functions.
Interfaces with tax personnel at outside independent auditor related to tax matters in the financial statements.
Maintains and adheres to SOX documentation as well as other accounting policies and procedures.
Maintains and follows corporate banking specific tax sharing agreements as required by regulatory authorities.
Assists the Director of Tax Compliance and Reporting in the timely filing of all federal, state and local income and franchise tax returns.
Prepares Book/Tax difference adjustments (Schedule M) within the corporate consolidated group.
Files Federal and state income tax returns including payment of taxes with proper authorities.
Prepares Personal Property, B&O and other internally prepared non-income tax returns.
Pays Real Estate taxes and maintains the listing of owned property including payment records of real estate taxes.
Prepares and files Sales and Use taxes. Payment will be made by a separate staff accountant.
Assists with tax audits and inquiries related to both federal and state tax issues.
Assists in implementation of process improvements and tax risk/opportunities in all tax functions
Assists with any Tax Planning analysis, as needed.

LOCATION: Hybrid - Wheeling, W.Va.

Job ID# 3525501

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COMPANY OVERVIEW:

This company is building the future of consumer intelligence.

Their technology helps consumer brands understand their customers, not just who they are, but how they think, where they shop, and what drives their decisions. They connect digital, physical, and behavioral insights to give brands the holistic picture they need to grow with confidence.

This company is the result of three industry leading businesses coming together under one shared vision. Each brings specialized expertise: social and digital audience intelligence, location analytics, and customer behavior tracking. These powerful data sets create rich, omnichannel insights that help brands understand their customers online, offline, and in between.

The platform reveals not just what an audience does, but why they do it – their motivations, interests, purchase behaviors, and the channels where they engage. Whether customers are optimizing for store locations, expansion opportunities, refining their targeting, or building campaigns that engage, they help them make decisions backed by data and powered by our AI.

Why now?

Backed by private equity and guided by experienced leadership, they’re in growth mode. They’re investing in GTM, the platform, expanding capabilities, and building the team that will define the next generation of consumer intelligence. The connections they’re unlocking between three legacy businesses is only the beginning. This is truly an exciting time to be there.

POSITION OVERVIEW:

The Vice President of Strategic Growth is a senior individual-contributor role responsible for originating, developing, and closing high-value commercial relationships with large, sophisticated enterprises that leverage consumer-based marketing and data-driven products.

This individual will work directly with leadership and operate as a hands-on growth leader, not a channel seller or partner manager. The focus is on identifying large companies with meaningful consumer reach, building executive-level relationships, and co-creating customized, data-driven products that those companies can sell directly to their own customer bases.

Success in this role requires a rare blend of enterprise business development, consultative selling, product thinking, and value creation. This is a “whale hunter” role—targeting fewer, larger opportunities with seven-figure revenue potential—where trust, creativity, and strategic insight matter more than volume sales activity.

RESPONSIBILITIES:

Identify, pursue, and close large, complex enterprise opportunities with companies that utilize consumer marketing data and have significant customer reach.
Act as a senior individual contributor, owning the full lifecycle of strategic deals—from initial outreach and relationship development through commercial structuring and close.
Work directly with leadership to shape go-to-market strategy, target account selection, and prioritization of high-impact growth opportunities.
Engage senior stakeholders at target companies (VP, SVP, C-suite) to understand their business models, consumer audiences, and monetization goals.
Co-create customized, value-add products and offerings leveraging consumer data and capabilities, tailored to each client’s specific use case.
Translate client needs into commercially viable product concepts that can be sold directly by the client to their own customers (not via resellers or intermediaries).
Build compelling business cases that clearly articulate ROI, differentiation, and revenue impact for enterprise customers.
Manage and grow a portfolio of high-value deals, typically ranging up to and beyond $1MM in annual revenue.
Collaborate cross-functionally with product, data, and internal stakeholders to ensure solutions are feasible, differentiated, and scalable.
Serve as a market-facing voice of the business, bringing insights from enterprise customers back into product and growth strategy.

PREFERRED PROFILE:

Proven experience in enterprise growth, strategic sales, or business development, with a track record of closing large, complex, seven-figure deals.
Background selling data-driven, technology-enabled, or marketing intelligence solutions to large enterprises.
Strong “hunter” mentality with comfort pursuing net-new logos and building relationships where none previously existed.
Demonstrated ability to create value, not just sell existing products—experience shaping or influencing product strategy is highly desirable.
Experience working directly with senior executives and navigating long, consultative sales cycles.
High level of commercial acumen, including deal structuring, pricing, and managing material revenue targets.
Comfortable operating as an individual contributor in an ambiguous, growth-oriented environment.
Strategic thinker with the ability to connect consumer data, market trends, and customer monetization strategies.
Excellent communication and executive presence; able to influence, challenge, and guide senior stakeholders.
Entrepreneurial mindset with the ability to operate without heavy process or support infrastructure.

How This Role Is Different

This is not a traditional sales role.
This is not a partner, channel, or alliance position.
This role is about creating new commercial opportunities, not managing existing relationships or resellers.
Success is measured by quality, size, and strategic importance of deals, not volume of transactions.

LOCATION: Remote

Job ID# 3520959

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[internal_notes] =>

> Hunter, individual contributor

> Data company experience

> Experience acquiring strategic partners where Audiense data powers their existing products (quick revenue attainment vs. “growing elephants”)

> Example target partners: other data companies (NIQ, EFX, Acxiom), adtech (LiveRamp, Meta), martech (Klaviyo, Qualtrics) - history of doing deals with companies like these

> Understanding data delivery through APIs and MCPs (ideally are current on AI capabilities)

> large deal making abilities ($1m+)

The objective for this position is an individual partner hunter who will go after a specific set of targets right out of the gate.

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Executing the strategy within the region leading to improved sales of consumables and parts
Developing business relationships between customers and the Company to ensure profitable and long-term partnerships
Building and implementing frame supply agreements across the major strategic accounts in coordination with the corporate C&P team
Achieving or exceeding objectives in respect of internal rules
Optimizing our market penetration, promoting our service differentiation and a positive company image
Drafting proposals, quotations and leading negotiations
Collaborating with Customer Success, Field Services, Marketing and Logistics teams
Monitoring, following up and reporting on activities (spare parts/consumables, technical activities)

PREFERRED PROFILE:

Technical education in mechanical, electrical or electronical fields
2-3 years or above of relevant experience in direct B2B sales in an industrial environment, ideally within consumables and parts
Experience in selling premium products and services, with a customer value proposition and consultative selling approach
Ability to understand customer’s strategy, ambition, challenges, processes, known and unknown needs
Strong communication, presentation and listening skills with a business partner mindset
Persistent and resilient, capacity to manage long sales cycles and outstanding negotiating and closing skills
Organized and well-structured to optimize schedules, customers’ facing time and prioritize actions
Excellent team player and ability to collaborate with multi-disciplinary teams
Computer literate (CRM, Power BI, Microsoft Excel) to be able to find information and prepare documents and report
Fluent in English
Valid driving license

TRAVEL: There will be at least 50% of travel to customer sites

LOCATION: Remote near an airport: Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, or Vermont

Job ID# 3522776

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[internal_notes] =>

On the fix I would say 100K is as high we could realistically go, but for variable we could stretch it out to 40%-45% max if the candidate is right.

needs to be near an airport

You filled a position for us on the C&P team in ’24 with Yogesh Sawant. We have another opening on the C&P team in the NE / West Coast territory we’re hoping your team can support.

The position is vacant due to the death of a rep who managed the territory in the NE. He was based in NY and had been with Lectra 43 years.

C&P SALES REP

Position: C&P Sales Representative
Location: Remote in NE
Manager: Jose Guzman
Salary: Fixed 90K+ with a 25% variable
Territory options include:

o Connecticut

o Delaware

o Maine

o Maryland

o Massachusetts

o New Hampshire

o New Jersey

o New York

o Pennsylvania

o Rhode Island

o Vermont

§ Other territory option is West Coast territory based in CA, Nevada or Arizona etc.

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customer’s supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to at least 50%.

LOCATION: Remote

Job ID# 3518258

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[internal_notes] =>

The recent Artemis submissions have been more channel sales / distribution / broad BD backgrounds. I’m fine continuing to interview, but ideally, I’d like to prioritize true OEM-facing Account Managers (that can hunt within existing accounts), preferably from supplier competitors, who can step in and manage complex accounts immediately. I’d also lean toward strong individual contributors vs. career managers. This role needs a proven “player” who has personally defended margin, navigated OEM sales cycles, and executed growth.

Account Manager - Texas: https://jobs.dayforcehcm.com/en-US/token/CANDIDATEPORTAL/jobs/584

Location: big cities — Houston, Dallas, Austin, etc.

Hiring Manager: Edvens

Able to take care of Southern region but also be able get over to Mexico as needed. Ideally speaking Spanish, it's a plus but not required.
BIGGEST THING IS SOME TECHNICAL APPTITUDE — Someone who has worked with PHYSICAL PARTS — vs. software or services. HVAC, refrigeration or appliances is nice to have

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking an innovative Business Development Manager to support the growth strategy, expand market presence, and understand how to create revenue by driving complex deals from the lead stage to contract execution. This role is ideal for a professional with a track record in scaling business operations, driving team-based company. The incumbent will have a proven record of consistently meeting sales quotas.

RESPONSIBILITIES:

Strategic Planning: Develop and execute comprehensive business development strategies that align with company goals and revenue targets. Provide regularly scheduled updates on progress towards meeting targets.
Market Intelligence and Expansion: Stay up-to-date with industry trends, identify new market opportunities, emerging industry trends, and strategic partnerships to drive growth in key regions and verticals.
Partnership Management: Forge and manage relationships with key decision makers such as buyers, engineers, executives, and potential partners to drive brand growth and revenue.
Revenue Generation: Administer pipeline development, lead generation, and sales processes, ensuring effective strategies to meet or exceed revenue targets.
Cross-Functional Collaboration: Work closely with Marketing, Product Management, and Finance teams to ensure alignment on growth initiatives and market positioning.
Performance Reporting: Track and report on business development activities, including pipeline health and progress toward revenue.

PREFERRED PROFILE:

Bachelor degree in Engineering, Business, or a related field
3+ years of sales experience in a hunter role for a manufacturing business selling six figure or greater opportunities
Record of consistently meeting and exceeding quotas
Highly proficient in MS Office (Outlook, Word, Excel, and PowerPoint)
Utilize Excel or CRM tools to record key metrics on opportunities and pipeline reporting
Excellent verbal and writing skills; Great computer skills

LOCATION: Remote

Job ID# 3518246

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[internal_notes] =>

Location is pushing in an area to be able to reach all parts of the USA, so central USA is likely the best fit here.

As for the profile it is a pure hunter type. And needs to be someone that is very independent. They need to be able to source their own leads (we will have some) and chase down opportunities. Plus willing to come to Columbus to keep the development team accountable for keeping new products moving.

$130k - $140k base salary + 30% bonus (OTE $182K on the top end)

Ohio is now the preference

- Is there an outlined territory for this position? What states does this person cover? – North America (mainly US)

- Are they given any accounts to start? – No. Some leads will be provided. BDM will have responsibility for lead development.

- 50% travel is expected. Is that primarily driving travel or overnight stays/plane trips? Most travel would be overnight stays / plane trips.

- Are you able to give an example of a typical travel schedule for a BDM?

2 weeks per month travel to 4-6 customer locations
1 week per month travel to Columbus, OH HQ (especially first 3-6 months to align with Product Management and Engineering)

Business Development Manager: https://jobs.dayforcehcm.com/en-US/token/CANDIDATEPORTAL/jobs/580

Hiring Manager: Brian S.

Why open: resignation from someone who was based out of Florida

Location: preference for Ohio (CBUS even better) — but open to remote — stay in EST and CST

True hunter - going after net-new business. 50% or more travel
BIGGEST THING IS SOME TECHNICAL APPTITUDE — Someone who has worked with PHYSICAL PARTS — vs. software or services. HVAC, refrigeration or appliances is nice to have

COMPANY OVERVIEW:

POSITION OVERVIEW:

This position is focused on supporting the customer base working with data providers, ensuring timely and accurate processing of their data, and provides statistics and reports back to customers. This position researches and investigates complex database and reporting problems to determine cause and provide prompt and effective resolutions. Analysts respond to incoming requests from customers, sales associates, and internal departments.

RESPONSIBILITIES:

Setup new contributors in system, test that data is accurate and compliant
Generate monthly reports for customers
Keep up to date on industry reporting format and guidelines
Keep supervisor informed of customer changes, issues
Work well individually or in a team environment
Complete training for thorough understanding of tools and all proprietary applications
Understand data formats, transmission methods and data management practices.
Prepare internal reports, technical documents and perform peer training
Perform data reviews for customers
Adhere to and be compliant, as applicable, with GLBA, FCRA, FCPA, FHA, ECOA, CAN-SPAM, as well as all other federal, state and local laws, and company policies and procedures

PREFERRED PROFILE:

Energetic self-starter who can work independently but also function in a team environment.
Advanced knowledge of Metro 2.
Advanced knowledge of Data Furnisher Monitoring Procedures, DMS Escalation Procedures.
Advanced knowledge of Innovis Business Rules such as purge, load, bankruptcy, etc.
Excellent Customer service skills are a must and the ability to communicate with co-workers as well as customers is also required.
Great organizational skills and the ability to multi-task.
Shows Initiative and is dependable.

Job ID# 3517102

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COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Promote the Company’s vision and increase the awareness of our brands on the market through regular visits to accounts;
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.;
Manage the cycle of high added value and technological sales, including industrial equipment, delivery of services, and consulting:
Apply consultative selling methodology:
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied;
Understand our customers strategy and anticipate their challenges;
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown needs
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology;
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of the Company’s solutions;
Quotation, proposal drafting, negotiation and closing in compliance with the Company’s standards terms and conditions of contract;
Achieve and exceed sales objectives by developing the business through a constant pipeline built up with accounts assigned;

QUALIFICATIONS:

We are looking for ambitious and curious B2B sales executive with a passion for innovation. Our ideal candidate will have the following profile:

5+ years of experience in direct and consultative sales of high added value solutions, preferably in High Technology / System Integration / Services / Saas / Manufacturing / Industrial Equipment / 4.0 Industry / cutting room / CAD operations;
Experience and network in the Furniture industry will be appreciated;
Ability to hunt new opportunities and adaptability to new environments;
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned;
Experience in customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative selling methodology.
Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer;
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior;
Outstanding listening skills, to understand objectives and desired outcomes of the customers;
Ability to convince a prospect to accept the offer and close a deal;
Capacity to manage time effectively and coordinate tasks and activities to maximize effectiveness;
Self-discipline is required to document in detail each step of the sales cycle in our CRM (pipeline and forecast management against targets);
Good command of MS Office (Power Point, Excel, etc.)

LOCATION: Remote in Southeastern Territory (Carolinas, Florida, Georgia, Alabama, Mississippi, Texas, etc.)

TRAVEL: There will be 50% of travel to customer sites and HQ offices (domestic and international; passport is required)

Job ID# 3510085

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[internal_notes] =>

Southeastern Territory: think Carolinas, Florida, Georgia, Mississippi, Alabama, and even over to Texas. Remote with travel.

OTE is $200K MAX --- this is a 60/40 split — $120k base, $80k variable
Sales experience in capital equipment is nice to have, but this person also must have SaaS sales experience
Hunter mentality: focus on driving new business within existing and net-new accounts. They will have some accounts to take over when they start.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a senior engagement lead / client partner to join an Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment management companies, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.

RESPONSIBILITIES:

Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

PREFERRED PROFILE:

12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts.
Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

LOCATION: NYC/NJ

Job ID# 3421497

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[internal_notes] =>

Submission Format

Please find the attached resume of Candidate Name for Job Title role with Straive.

Kindly let us know if we can proceed further with this candidate.

Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline:

Availability for Video Interview (preferred slots)

Salary Expectation

Straive benefits:

API (Variable pay)
Medical, Dental & Vision Insurance
Group Life Insurance and Accident and Death Coverage for Employee
Business Travel Accident Insurance
401(k)Employee Retirement Plan - 4% match
Flexible Work Schedule
Personal Time Off (PTO)
Annual Merit Increase (AMI)
Technology Support

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a skilled Data Engineer. The successful candidate will be responsible for development and optimization of data pipelines, implementing robust data checks, and ensuring the accuracy and integrity of data flows. This role is critical in supporting data-driven decision-making processes, especially in the context of our insurance-focused business operations.

REQUIRED EXPERIENCE:

Collaborate with data analysts, reporting team and business advisors to gather requirements and define data models that effectively support business requirements
Develop and maintain scalable and efficient data pipelines to ensure seamless data flow across various systems address any issues or bottlenecks in existing pipelines.
Implement robust data checks to ensure the accuracy and integrity of data. Summarize and validate large datasets to ensure they meet quality standards.
Monitor data jobs for successful completion. Troubleshoot and resolve any issues that arise to minimize downtime and ensure continuity of data processes.
Regularly review and audit data processes and pipelines to ensure compliance with internal standards and regulatory requirements
Familiar with working on Agile methodologies - scrum, sprint planning, backlog refinement etc.

PREFERRED PROFILE:

7-12 years experience on Data Engineering role working with Databricks & Cloud technologies.
Bachelor’s degree in computer science, Information Technology, or related field.
Strong proficiency in PySpark, Python, SQL.
Strong experience in data modeling, ETL/ELT pipeline development, and automation
Hands-on experience with performance tuning of data pipelines and workflows
Proficient in working on Azure cloud components Azure Data Factory, Azure DataBricks, Azure Data Lake etc.
Experience with data modeling, ETL processes, Delta Lake and data warehousing.
Experience on Delta Live Tables, Autoloader & Unity Catalog.
Preferred - Knowledge of the insurance industry and its data requirements.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Excellent communication and problem-solving skills to work effectively with diverse teams
Excellent problem-solving skills and ability to work under tight deadlines.

LOCATION: Remote - (or Hybrid in Columbus)

Job ID# 3007217

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[internal_notes] =>

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

~ USD 150K

~ CAD 170_190K

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

***Kindly share the Resume with the “Subject Line – Role Name | Resource Name & the email body should have below grid:

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Solution Consultant for this SaaS offering is the project leader and key contributor in implementing the Company's PLM solution for customers..

RESPONSIBILITIES:

Engage with clients to understand their business needs and define high-level requirements.
Translate client requirements into detailed functional and technical designs/specifications, utilizing and respecting the standards provided by the company.
Map requirements into PLM Solutions, configured according to customer needs, while ensuring compatibility with the project scope and approved budget.
Facilitate alignment between the design and development teams, collaborating with developers to ensure the solution is implemented accurately.
Manage communication and expectations with all internal and external stakeholders to build trust and ensure alignment.
Verify the technical feasibility of the solution and support the execution of User Acceptance Testing (UAT).
Provide initial training to the client's project team on the implemented solution, including data loading, and offer essential post-go-live support (hypercare).
Participate in project initiation, contribute to establishing project governance, and act as the primary point of contact for the client.
Oversee timelines, budget, scope, and quality to ensure successful delivery.
Define project boundaries, track progress against deliverables, and manage project financials and status reporting.
Proactively identify project risks and implement mitigation strategies, managing the formal Change Request (CR) process.

PREFERRED PROFILE:

Master’s degree in one of the following fields: software engineering, computer science, digital technologies, electronics, Information Systems or related area will be required.
5 years or above working experience will be a minimum, including 3 years as solution consultant in the field of “enterprise” software solutions’ implementation such as PLM/PDM, ERP, CRM, etc.
Experience in Fashion industry is a plus, along with the number of different positions occupied covering different levels of the product lifecycle management (Line Planning, Costing, Creation, Pattern design, Manufacturing, Sourcing…).

POSITION QUALIFICATIONS:

Business knowledge: capacity to understand fashion clients' needs and fashion processes (design, development, merchandising, supply chain, quality).
Fashion Technology Fluency: capacity to understand key processes and technologies relevant to the fashion industry, including Product Lifecycle Management (PLM), Product Information Management (PIM), Digital Asset Management (DAM), and Enterprise Resource Planning (ERP) solutions, particularly in a Software-as-a-Service (SaaS) model.
Solution design knowledge: ability to create effective solutions tailored to meet specific client needs, including defining a data model and contributing to the integration of the solution within existing systems and processes.
Requirements management: capacity to effectively collect, formalize, and validate requirements from stakeholders and translate them into specifications to ensure that all needs are accurately captured and addressed throughout the project lifecycle.
Stakeholders management: ability to effectively communicate with, lead, and engage with both internal and external stakeholders to ensure collaborative project success and alignment with customer needs.
Project Planning: ability to develop comprehensive project plans that encompass risk management, budgeting, cost control, performance monitoring, and overall project timelines.
Project Management Processes, Methodology, Tools & Software: proficiency in applying project management processes, methodologies, and tools to ensure project quality, manage change, and incorporate customer feedback effectively.
Organizational Skills: ability to effectively manage resources, time, and documentation to ensure that projects operate smoothly and efficiently.

TRAVEL:

Up to 50% to client sites and HQ visits

LOCATION: Remote in New York City or Atlanta -- open to remote candidates in EST

Job ID# 3466708

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[internal_notes] =>

Selling PLM software to the brands

1/ Technical pillar (the most important):

Solution design knowledge: ability to create effective solutions tailored to meet specific client needs, including defining a data model and contributing to the integration of the solution within existing systems and processes.
Requirements management: capacity to effectively collect, formalize, and validate requirements from stakeholders and translate them into specifications to ensure that all needs are accurately captured and addressed throughout the project lifecycle.

2/ Business pillar (the 2nd most important, to be checked with Gabriele if there can be some compromises):

Business knowledge: capacity to understand fashion clients' needs and fashion processes (design, development, merchandising, supply chain, quality).
Fashion Technology Fluency: capacity to understand key processes and technologies relevant to the fashion industry, including Product Lifecycle Management (PLM), Product Information Management (PIM), Digital Asset Management (DAM), and Enterprise Resource Planning (ERP) solutions, particularly in a Software-as-a-Service (SaaS) model.

3/ Project management pillar (the nice to have but we need to detect some potential to grow for the candidate)

Stakeholders management: ability to effectively communicate with, lead, and engage with both internal and external stakeholders to ensure collaborative project success and alignment with customer needs.
Project Planning: ability to develop comprehensive project plans that encompass risk management, budgeting, cost control, performance monitoring, and overall project timelines.
Project Management Processes, Methodology, Tools & Software: proficiency in applying project management processes, methodologies, and tools to ensure project quality, manage change, and incorporate customer feedback effectively.
Organizational Skills: ability to effectively manage resources, time, and documentation to ensure that projects operate smoothly and efficiently.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a skilled Data Engineer to join our team. The successful candidate will be responsible for development and optimization of data pipelines, implementing robust data checks, and ensuring the accuracy and integrity of data flows. This role is critical in supporting data-driven decision-making processes, especially in the context of an insurance-focused business operations.

RESPONSIBILITIES:

Collaborate with data analysts, reporting team and business advisors to gather requirements and define data models that effectively support business requirements
Develop and maintain scalable and efficient data pipelines to ensure seamless data flow across various systems address any issues or bottlenecks in existing pipelines.
Implement robust data checks to ensure the accuracy and integrity of data. Summarize and validate large datasets to ensure they meet quality standards.
Monitor data jobs for successful completion. Troubleshoot and resolve any issues that arise to minimize downtime and ensure continuity of data processes.
Regularly review and audit data processes and pipelines to ensure compliance with internal standards and regulatory requirements
Familiar with working on Agile methodologies - scrum, sprint planning, backlog refinement etc.

PREFERRED PROFILE:

7-12 years experience on Data Engineering role working with Databricks & Cloud technologies.
Bachelor’s degree in computer science, Information Technology, or related field.
Strong proficiency in PySpark, Python, SQL.
Strong experience in data modeling, ETL/ELT pipeline development, and automation
Hands-on experience with performance tuning of data pipelines and workflows
Proficient in working on Azure cloud components Azure Data Factory, Azure DataBricks, Azure Data Lake etc.
Experience with data modeling, ETL processes, Delta Lake and data warehousing.
Experience on Delta Live Tables, Autoloader & Unity Catalog.
Preferred - Knowledge of the insurance industry and its data requirements.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Excellent communication and problem-solving skills to work effectively with diverse teams
Excellent problem-solving skills and ability to work under tight deadlines.

LOCATION: Remote in USA or Canada

Job ID# 3405399

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The mission of the Product Line, within the R&D department is:

Design, develop and manufacture increasingly innovative, high-performance and reliable industrial technological solutions (i.e., those that can be mass-produced and easily assembled) at the best overall cost for the company and in line with their environmental and social responsibilities.
Maintain the installed base of plotters and cutters of different generations installed worldwide.
Prepare the future of the company's offering.

The teams are driven by a common approach: progress at all levels, through continuous improvement, in a Lean development perspective. Our strategy is to bring value to our customers and to optimize their satisfaction in the long term: our solutions are positioned on a high-end segment: high technology, high added value and quality.

Take responsibility for the design, qualification and improvement of the electrical and electronic architectures of industrial systems (plotters / cutters and associated equipment), ensure their compliance and reliability, lead project activities (V-model and Agile methods), and provide technical expertise on sourcing, obsolescence and cost reduction. You will contribute directly to modernizing and optimizing Company's products to deliver sustainable customer value and prepare future generations of equipment.

RESPONSIBILITIES:

Lead the detailed definition of electrical & electronics system architecture in relation with other practices, purchasing team, and the mechatronics architect.
Design electronic/electrical system components (control-command, power electronics, power supplies, protections, interfaces).
Design electronic boards (schematics, PCB layout, component selection) and manage manufacturing files (Gerber, BOM, DRC).
Execute and supervise test campaigns, validation/qualification activities and produce compliance documentation (environmental tests, EMI/EMC, safety).
Write calculation notes, reliability analyses (FMEA, MTBF), technical specifications and test plans.
Manage projects using V-model and Agile approaches: planning, cross-functional coordination, risk management and reporting to the Director.
Handle sourcing and obsolescence issues: supplier evaluation, component equivalence, qualification of replacements, BOM optimization for cost reduction.
Conduct technical investigations (failure analysis, root cause analysis) and propose corrective/preventive actions.
Develop and validate FPGA / VHDL solutions for real-time functions when required.
Work closely with embedded firmware (real-time), mechanical and software teams to ensure system integration.
Provide technical guidance to junior engineers and act as a technical reference within the team; ability to progress to a team manager role.

QUALIFICATIONS:

Engineering degree in electronics, electrical engineering, automation or equivalent.
7+ years’ experience in industrial electronic design (control systems and/or power electronics). Proven industrial experience strongly preferred.
Experience managing projects (V-model and Agile methods) on complex programs.
Electronic board design: schematic capture, PCB routing (e.g. Altium, Mentor, KiCad).
Component selection and qualification, BOM management and DFM/DFMEA.
Execution and supervision of qualification tests, test bench design, instrumentation.
Writing calculation notes (power supplies, dissipation, protection sizing, thermal).
Electronic/electrical system architecture and integration (PLC, sensors, actuators, I/O).
VHDL and FPGA experience preferred.
Knowledge of variable frequency drives (VFD) and power electronics (inverters, DC-DC converters, MOSFET/IGBT).
Familiarity with standards and compliance (EMC, machinery safety, CE, etc.).
Reliability skills (FMEA, MTBF analysis) and continuous improvement mindset.
Understanding of embedded / real-time software (interfaces with firmware, RTOS) is a plus.

LOCATION: Hybrid in Tolland, CT - on-site minimum 3-days a week

Job ID# 3486448

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[internal_notes] =>

Consultant Hiring: This involves a different budget and needs to be discussed with Christophe Maheo. To initiate this conversation, I would appreciate knowing if we have a larger pool of suitable candidates and a preliminary budget estimate. If the initial findings indicate promising opportunities, I will need to conduct further investigations.

Salary Expectations: In light of our conversation two weeks ago, it has become clear that our limitations stem not only from the Tolland site location and broader economic conditions, but also from the candidates' salary expectations. Could you please verify if our current salary offer aligns with the market for this position? If it does not, could you advise what a more competitive salary range might be? This information could provide leverage for negotiations.

Adjusting Expectations: We also discussed the possibility of considering a Principal Electrical Engineer, ideally with experience in machinery applications and strong interpersonal skills, as a potential fit for the role. This aligns with our previous discussions regarding the search for an Electrical Engineering Leader and could help maintain our current salary structure. Please feel free to share any profiles that match this description or tell me if you need further clarification from my end on this option.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Associate Director of Strategic Solutions - Midmarket Division serves as a business development leader responsible for establishing and aggressively expanding market presence within the small to mid-size bank and credit union sector. This role focuses specifically on building new Midmarket division by identifying, engaging, and converting small to mid-size financial institutions into strategic data contributors and solution partners for our credit bureau services.

The position combines executive-level relationship building with consultative selling expertise, requiring deep understanding of the unique challenges and opportunities facing smaller financial institutions. The Associate Director will leverage specialized data furnisher packages designed to unlock additional value through enhanced product availability, ultimately driving better outcomes for mid-market customers while improving institutional data quality.

This results-driven role demands a professional who can effectively navigate the distinct needs of midsize financial institutions, understanding their resource constraints while demonstrating how the solutions can provide competitive advantages typically available only to larger institutions. The successful candidate will build lasting partnerships that deliver sustained growth, enhanced data quality, and expanded product accessibility within the mid-market segment, directly supporting the company mission to improve institutional data quality and product availability to midsized institutions.

RESPONSIBILIITIES:

Develop comprehensive understanding of the services portfolio and effectively align solutions with customer business needs and strategic objectives
Establish ambitious growth goals and create detailed marketing plans for assigned accounts based on market analysis and competitive positioning
Execute strategic marketing plans and proactively develop new business opportunities through targeted prospecting and relationship building
Maintain open communication channels with internal teams and external stakeholders to ensure collaborative approach to account management
Partner with Director and VP to collaboratively drive account growth through strategic initiatives including network expansion, executive presentations, and deal closure
Identify, develop, manage, and close customer opportunities spanning the offerings
Drive strong pipeline development and sales execution
Engage with clients on a consultative basis to learn their business, anticipate needs, and position optimal solutions
Define and execute sales strategies that drive profitable growth while delivering meaningful customer value
Expand network of key decision makers and influencers within assigned accounts through systematic relationship building and industry engagement
Prepare and deliver compelling strategic discussions and presentations that demonstrate value proposition and drive business decisions
Conduct professional follow-up activities to guide prospects through the sales cycle and convert opportunities into production partnerships
Monitor account performance metrics and market trends to identify expansion opportunities and optimize growth strategies
Represent the company at industry events, conferences, and client meetings to enhance brand visibility and generate new business leads

PREFERRED PROFILE:

2+ years of sales and/or account management experience
Excellent verbal and written communication skills with ability to present professionally to executive audiences
Strong initiative with exceptional organizational, self-discipline, and motivation capabilities
Experience with or willingness to learn AI tools and emerging technologies
Reliable transportation with willingness and ability to travel throughout the US for face-to-face client meetings
B2B selling experience with internal and/or external stakeholders
Strong network of financial institution contacts, preferably within assigned account territories
Familiarity with regulatory frameworks including GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, and FDCPA
Proficiency with Salesforce, Microsoft Office Suite, and presentation software such as Prezi
Experience working with small to mid-size banks and credit unions
Credit bureau data reporting experience
Excellent verbal and written communication skills with ability to present professionally to executive audiences at financial institutions

WHAT COULD SET YOU APART:

Bachelor’s degree or equivalent
Sales experience in Risk, Fraud, Identity, Authentication, Credit, and/or Credit Bureau reporting and sales
Intellectually curious with an insights-driven approach
Track record of delivering results and executing with excellence
Dedication to exceeding customer expectations
Strong collaboration skills across teams and functions
Proactive approach to personal growth and developing others
Values diverse perspectives and inclusive team environments

LOCATION: Remote

Job ID# 3455801

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[internal_notes] =>

Approved to look outside of Columbus and Pittsburgh - stick to the midwest.

Sales background with 2-3 years of experience out of college
Coming from the financial industry, specifically in fraud mitigation or data reporting, is a big plus
More interested in someone that is selling a service over a product
Demonstrates a sales process
Success in hitting sales targets
Familiarity with regulatory frameworks including GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, and FDCPA (preferred)
Proficiency with Salesforce, Microsoft Office Suite, and presentation software such as Prezi (preferred)

Credit Reporting: Innovis partners with financial institutions to collect and maintain consumer credit information, providing comprehensive credit reports that offer improved data quality and more complete creditworthiness assessments.

Industry knowledge will be an important piece in addition to the sales experience.

COMPANY OVERVIEW:

The firm's mission is to utilize their extensive years of experience to deliver exceptional services with superior results related to quality, timeliness, and communications. They are dedicated to providing a proactive approach, utilizing our expertise in all aspects of collections, foreclosure, bankruptcy, eviction, title, litigation, appeals and compliance.

The firm is experienced in the areas of foreclosure, creditor litigation, the Fair Debt Collection Practices Act, title curative issues, and general housing-related issues such as foreclosure liens, redemption, homeowner association matters, mobile home curative, and compliance issues.

POSITION OVERVIEW:

We are seeking a dedicated and knowledgeable Sr Associate attorney. The ideal candidate will possess a strong understanding of foreclosure law, litigation skills and the ability to conduct thorough legal research. The attorney will be responsible for representing clients in legal proceedings throughout the state of New York, while providing expert legal advice and ensuring compliance with all relevant laws and regulations.

RESPONSIBILITIES:

Handle a high-level caseload of residential, consumer, and commercial foreclosure matters and litigation from referral through resolution.
Draft and argue substantive motions, attend court conferences, conduct legal research and prepare pleadings.
Conduct and supervise legal research, drafting and case strategy.
Communicate regularly with clients regarding case progress and strategy.
Mentor junior associates, providing direction, feedback, and quality control.
Ensure compliance with all federal and state foreclosure requirements, including NY-specific procedural rules.
Collaborating with the firm’s other attorneys, paralegals and support staff to move files efficiently.
Maintain accurate, timely billing and documentation.
Traveling to and from various courts as needed.

PREFERRED PROFILE:

J.D. from an accredited law school
Admitted to practice law and in good standing in New York State courts required.
A minimum of 5-10 years of experience handling foreclosure matters is preferred.
Courtroom experience preferred.
High attention to detail
Ability to communicate clearly and effectively.
Ability to handle a caseload with minimal supervision.
Ability to manage multiple deadlines and work independently in a fast-paced environment
Strong knowledge of NY foreclosure statues, procedures and litigation practice preferred

LOCATION: Remote

Job ID# 3507069

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COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a dedicated and knowledgeable attorney. The ideal candidate will possess a strong understanding of foreclosure law and ability to lead, mentor and supervise attorneys for a New York practice group while providing expert legal advice and ensuring compliance with all relevant laws and regulations.

RESPONSIBILITIES:

Oversee workflow, productivity, and file quality to ensure compliance with firm standards and client expectations.
Assist with associate attorney training.
Serve as an escalation point for complex cases and procedural challenges
Manage a caseload of advanced or sensitive foreclosure matters.
Develop litigation strategies and provide guidance to the team, argue motions, attend court conferences, conduct legal research and prepare pleadings.
Communicate regularly with clients regarding case progress and strategy.
Ensure compliance with all federal and state foreclosure requirements, including NY-specific procedural rules.
Collaborating with the firm’s other attorneys, paralegals and support staff to move files efficiently.
Collaborate with leadership on process improvements, performance metrics, and departmental growth.
Maintain accurate, timely billing and documentation.
Traveling to and from various courts as needed.

PREFERRED PROFILE:

J.D. from an accredited law school
Admitted to practice law and in good standing in New York State courts required.
A minimum of 8+ years of experience in foreclosure matters, foreclosure litigation, real estate litigation and/or creditor’s rights.
Demonstrated experience supervising attorneys or teams
Courtroom experience required.
High attention to detail
Ability to communicate clearly and effectively.
Ability to handle a caseload with minimal supervision.
Ability to manage multiple deadlines and work independently in a fast-paced environment
Advanced understanding of foreclosure practice, commercial and residential actions, CPLR, RPAPL, motions practice and courtroom advocacy.
Exceptional leadership, communication and organizational skills.

LOCATION: Remote

Job ID# 3507065

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COMPANY OVERVIEW:

This company transforms data complexity into opportunity. With experience across the enterprise data management lifecycle in commercial and public sector organizations, their services deliver business value by bringing the technical skills necessary to modernize even the most intricate legacy data infrastructures and unleash the potential locked within.

They design and execute Information Management strategies using deep expertise in implementing data mastering, data governance, data quality, and data lakes. Data warehouses and lastly, analytics. Through a combination of highly trained consultants, strong partnerships, relentless focus on quality, and executive oversight, they have successfully delivered planning, implementation, integration, maintenance, and training services to over 150 blue chip clients. These include Cummins, Starbucks, University of Colorado, Royal Caribbean Cruise Lines, Viatris Pharma, Eversana, Direct Travel, and many others.

POSITION OVERVIEW:

You will be responsible for positioning, upselling, and growing existing business within the company's largest accounts. You will be responsible for expanding relationships for Consulting Services in Enterprise Data Management (EDM) across the data lifecycle focused on Master Data Management (MDM), Data Governance, Data Analytics, Data Warehousing and associated technologies and use cases.

RESPONSIBILITIES:

Builds and expands Consulting Services and/or software implementation business within existing and while building relationships with key decision makers
Partners with MDM/Data Governance/ Data Analytics product companies (Informatica, Reltio, Snowflake, Databricks, Alation, Collibra) as channels for new business, creates and executes a strategic and comprehensive business plan for assigned key accounts
Builds Consulting and/or Professional Services project funnel and is accountable for accurate forecasting, regular quarterly revenue delivery, and profitability target achievement
Collaborates with Marketing for events, seminars, and roadmap sessions
Provides customer feedback to internal stakeholders for service, offering and process improvements
At this level, incumbents will have expert-level knowledge in selling the company’s Consulting and Professional Services in the EDM space with keen focus on MDM/Data Governance/Data Analytics
Incumbents routinely interact with executive-level customer decision makers, to include up to CXO levels
Track record of achieving software services revenue goals of $3-5MM/year
Will be focused in North America

PREFERRED PROFILE:

Holds expert-level experience and uses professional concepts and company objectives to resolve complex issues in creative and effective ways
Deep EDM knowledge, MDM/Data Governance/Data Analytics implementations knowledge is a plus and understanding of a customer’s decision-making process, goals, strategies, and business objectives
Expert-level presentation, customer service, financial/business acumen, and negotiation skills at all levels of customer engagement
Complete, “big-picture” understanding of the business and technical contexts of key accounts
Driven, self-starter who exudes leadership on account set and compels others to get on board
Fully adept at consultative effectiveness and establishing trust with internal and external customers
Fully functional knowledge of hybrid deployment of software solutions, Data Warehousing, Database, Big Data, and/or Business Intelligence software concepts and products
Experience of selling software data products will be useful
Knowledge of use of MDM in Marketing, Product Management, Customer management will be a strong plus
BA/BS or equivalent educational background is preferred
Minimum 8+ years of relevant professional experience

LOCATION: Remote

Job ID# 3245744

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[internal_notes] =>

Small shift - More focus on Salesforce products as Informatica is being acquired by SF.

Expecting to see a good amount of biz from Salesforce teams.

Specific data/cloud products - data cloud (data 360), Mulesoft, Agentforce (AI).

Still selling Informatica, but within Salesforce org and how to sell to it. Mostly organized by industry, a variety of cloud products (marketing, CRM, etc), but need to be focused on data cloud, Mulesoft.

Still account management focus, but if new account focused, if they have good relationships could be a fit, depending on technique.

Still anywhere in the US.

COMPANY OVERVIEW:

POSITION OVERVIEW:

You will play a key role in the company and will be responsible for overseeing and optimizing customer projects related the company's next-generation PLM SaaS solution, ensuring effective implementation, on-time delivery, budget compliance, and achieving a high level of customer satisfaction.

RESPONSIBILITIES:

Managing and supervising project managers and solution consultants and project managers, providing them with operational support and methodological governance.
Ensure recruitment of the team, onboarding, career development and performance management in alignment with the Customer Success strategy.
Be accountable for resource alignment, project efficiency and continuous improvement of the delivery model.
Act as a senior escalation point for complex project situations, client concerns or inter-team dependencies.
Analyze and report KPIs such as on-time delivery, budget follow-up, project profitability and customer satisfaction (NPS, CSAT).
Ensure the best possible onboarding experience for new customers by aligning expectations, preparation and engagement from day one.

In addition to operational excellence, you will play a key role in supporting regional commercial objectives, such as:

Growing the customer portfolio.
Retaining customers.
Increasing annual recurring revenue (ARR) through adoption and expansion of PLM subscriptions.

PREFERRED PROFILE:

Bachelor or Master’s degree in one of the following fields: software engineering, computer science, digital technologies, electronics, Information Systems or related area will be required.
10 years or above working experience will be a minimum, including 5 years as Delivery Manager in the field of “enterprise” software solutions’ implementation such as PLM/PDM, ERP, CRM, etc.
Experience in Fashion industry, along with the number of different positions occupied covering different levels of the product lifecycle management (Line Planning, Costing, Creation, Pattern design, Manufacturing, Sourcing…).

POSITION QUALIFICATIONS:

Business knowledge: capacity to understand fashion clients' needs and fashion processes (design, development, merchandising, supply chain, quality).
Fashion Technology Fluency: capacity to understand key processes and technologies relevant to the fashion industry, including Product Lifecycle Management (PLM), Product Information Management (PIM), Digital Asset Management (DAM), and Enterprise Resource Planning (ERP) solutions, particularly in a Software-as-a-Service (SaaS) model.
Team management: ability to set direction and priorities, assign tasks, manage workload, communicate clearly, coach and develop people, monitor performance with KPIs, resolve conflicts and improve processes.
Stakeholders management: ability to effectively communicate with, lead, and engage with both internal and external stakeholders to ensure collaborative project success and alignment with customer needs.
Project Planning: ability to develop comprehensive project plans that encompass risk management, budgeting, cost control, performance monitoring, and overall project timelines.
Project Management Processes, Methodology, Tools & Software: proficiency in applying project management processes, methodologies, and tools to ensure project quality, manage change, and incorporate customer feedback effectively.
Organizational Skills: ability to effectively manage resources, time, and documentation to ensure that projects operate smoothly and efficiently

TRAVEL:

Travel as needed to client sites and HQ locations

LOCATION: Remote in New York City or Atlanta -- open to remote candidates in EST

Job ID# 3467812

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COMPANY OVERVIEW:

Our client is a premier technology provider delivering data-driven credit and verification solutions to the lending community. Founded in 1946, the company serves over 3,000 mortgage companies, banks, and lenders across the United States. As an innovative technology solutions leader, they substantially streamline the loan process with straightforward customer service model and progressive solutions. And as the only company in the industry that holds 3 security certifications, they are recognized for their commitment to protecting client data.

POSITION OVERVIEW:

We are seeking an experienced and visionary Senior Vice President of Partner Success to design, launch, and scale a high-impact channel partnership program that expands market reach, drives indirect revenue growth, and enhances the company's position as the leading provider of mortgage data and technology solutions.

In this pivotal role, you will be responsible for developing strategic alliances, cultivating reseller and technology partner relationships, and ensuring that these partnerships deliver measurable value to clients, partners, and the bottom line. You will also identify and execute opportunities within these relationships to leverage buying power and reduce the cost of raw materials, improving overall margins.

This role requires a unique combination of strategic vision, operations execution, and relationship excellence to deliver transformative outcomes for the partner ecosystem.

RESPONSIBILITIES:

Partnership Strategy & Leadership

Design and implement a comprehensive channel and partner success strategy aligned with corporate growth objectives.
Develop a tiered partner program that incentivizes revenue generation, customer satisfaction, and mutual value creation.
Establish and communicate clear KPIs, partner scorecards, and ROI metrics for all partnership activities.

Channel Development & Expansion

Recruit, onboard, and enable new strategic alliances, resellers, and technology integration partners
Strengthen relationships with existing partners to expand their engagement and contribution to growth
Collaborate with Product, Marketing, and Sales teams to ensure partner offerings are integrated, competitive, and market-ready

Revenue Growth & Market Reach

Drive indirect revenue through scalable partner channels, joint go-to-market campaigns, and cross-selling opportunities
Leverage partnerships to open new verticals, geographies, and customer segments
Negotiate and structure partner agreements to ensure equitable value exchange and protect competitive position

Operational Excellence

Implement partner onboarding, training, and certification programs to ensure readiness and alignment with the brand promise
Monitor partner performance, identify risks, and proactively resolve issues that could impact revenue or client experience
Partner with Finance to identify cost savings opportunities through aggregated partner purchasing power and strategic sourcing

Cross-Functional Collaboration

Serve as the executive sponsor for major partner accounts
Partner with Client Success to ensure joint customers achieve maximum value from solutions
Work closely with Marketing to develop cobranded campaigns, thought leadership, and event participation strategies

PREFERRED PROFILE:

15+ years of experience in strategic partnerships, channel sales, business development, or partner success leadership, ideally with SaaS, fintech or mortgage/financial services
Proven success in building and scaling channel programs that drive significant indirect revenue
Strong track record in negotiating complex partner agreements and managing executive level relationships
Experience with cost-optimization strategies and leveraging partnerships for procurement advantage
Executive presence with exceptional communication, presentation, and relationship building skills
Strong analytical skills to evaluate performance metrics, market opportunities, and ROI
Ability to thrive in a high-growth, fast-paced, and collaborative environment

Success in This Role Will Be Measure By:

Indirect revenue growth from partner channel
Increased market penetration through partner-led deals
Cost savings achieved through partner leveraged sourcing
Partner Satisfaction and retention rates
The Scalability and sustainability of the partner program

LOCATION: Remote

Job ID# 3472045

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COMPANY OVERVIEW:

Our client's modern privileged identity management system eliminates standing access to critical systems, granting and revoking contextual access in real time, drastically reducing the blast radius of a possible breach. Regardless of how an identity breach infiltrates your workforce, the company brings in context-based intelligence and prevents them from freely navigating cloud applications like Azure, AWS, GitHub, and Salesforce, as well as on-prem systems.

POSITION OVERVIEW:

The Senior Sales Engineer is a critical function within our client's Sales Team. In this position, you'll work closely with our account managers and play a key role in winning deals and driving the business forward. You'll be a trusted technical advisor to a wide range of customers primarily concentrated within the Fortune 1000. The role requires excellent technical, communication, and organizational skills and previous experience with Identity and Access Management (IAM) architectures. You will help prospective customers and partners understand the benefits the company can offer, explain technical features, and solve any potential roadblocks.

RESPONSIBILITIES:

Partner with Account Executives to shape deal strategy, align on account plans, and jointly manage the technical side of complex enterprise/strategic sales cycles
Act as the technical quarterback for opportunities — leveraging team resources effectively to coordinate internal and external experts, drive proof-of-concept execution, and ensure timely resolution of technical blockers
Deliver tailored demos, architecture diagrams, and workshops that align IAM capabilities with customer business and security objectives
Own the technical relationship with customers, building trust across executives, architects, and technical staff
Provide hands-on support for integrations, including debugging and guiding prospects through structured problem-solving during evaluations
Recommend best practices for IAM architecture, infrastructure configuration, and deployment to ensure the successful adoption of the company's solutions
Ensure smooth handoff to customer success and implementation teams by documenting and communicating technical decisions and PoC learnings

PREFERRED PROFILE:

5+ years of experience as a Sales Engineer (or related technical pre-sales role) in the Identity and Access Management (IAM) space — or direct experience working with enterprise IAM programs
Proven experience managing complex enterprise/strategic sales cycles end-to-end, including discovery, workshops, architecture design, demos, and proof-of-concept delivery
Demonstrated ability to “quarterback” technical workstreams — leveraging team resources effectively to coordinate internal and external experts, drive PoC execution, and ensure timely resolution of technical blockers
Strong understanding of IAM principles, enterprise IT architectures, and system security measures, with broad knowledge of systems, networking, and web platforms
Hands-on expertise with cloud infrastructure (AWS, Azure, or GCP) and modern integration approaches (APIs, API management, microservices, and containerization)
Proficiency with modern programming/scripting languages (Python, Go, Java, C#, etc.), with the ability to debug and support integrations in a structured, customer-facing manner
Demonstrated ability to collaborate closely with Account Executives, contributing technical insight and feedback to shape deal strategy
Comfort presenting and delivering technical content to executives, architects, and technical staff, with the ability to translate technical capabilities into business impact
Strong grasp of systems design tradeoffs (scalability, reliability, availability) in the context of enterprise IAM solutions
Proven ability to mentor and enable peers in technical selling
Experience working in startups or fast-paced, ambiguous environments where adaptability and bias for action are key

LOCATION: Remote - US

Job ID# 3325809

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[internal_notes] =>

12/3/25

Technical side:

Some programming background, not production grade code
Need to be able to look at code written by AI and understand what it wrote or where it is wrong
Not a specific language
101 or 201 level of programming in one language (does not need to write every level of code)

Other job titles to look at:

Pre-sales/Post-sales Architect (who work across teams)
Identity Architect
CISO or one level down
Solutions Architect (Cyber Security)
People who have experience working on the customer side and are comfortable presenting to CISOs and other decision-makers

Other important pieces of info:

Paul is open to people who work for consulting firms in Identity.
The number of years of experience is the least important.
70/30 split could be attractive for a startup because there is more opportunity, and having a 30% commission could be more meaningful than working for a larger org, such as Okta.

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**Please submit candidates to Paul Veronne via email, copying Ashley, and add them to Greenhouse, or ask Ashley to do so. **

Joe asked us to find candidates like Trace and Paul:

https://artemis-consultants.app.loxo.co/agencies/158/people?person_id=222002693

PROFILES THEY ARE INTERESTED IN

https://www.linkedin.com/in/keithdaly/
https://www.linkedin.com/in/jbonamico/

Previous Artemis clients/roles we have worked on that could be a fit for sourcing:

Ebix
Valen Technologies
LexisNexis
Verisk Analytics

- Our OTE max is $275k (70/30 - 80/20)

- We don't yet have typical large public company benefits, e.g. 401k match, HSA match, FSA match, ESPP, etc.

- We can't pay sign-on bonuses to make up for vesting RSUs

Interview process

- Behavior Interview (45 minutes)

- Industry Knowledge Interview (45 minutes)

- Sales Engineering Knowledge Interview (45 minutes)

- Panel Demo of SGNL (60 minutes)

Preferred Qualifications

Solid knowledge of data structures, algorithms, and designing for performance, scalability, reliability, and availability
Proven ability to mentor other sales engineers in all aspects of their architecture and engineering skill sets
Experience working with a relational DB (e.g., MySQL/Postgres)
Experience with Microservices/Containerization (e.g., Docker)
Experience with Kubernetes and Istio
Experience with API-driven development and integration for a variety of system types

Additional Information

Eligible to participate in SGNL's Equity Incentive Plan

SGNL is excited to offer full-time employees the following, growing list of benefits:

Health benefits (medical, dental, and vision)
Paid Time Off
Paid Sick Leave
Latest Apple equipment (as of your joining date)
Customizable home office package, including external monitor, desk, office supplies
Amazon Kindle and books covered by SGNL
Professional development programs (Both inside and outside of SGNL)

https://www.linkedin.com/jobs/view/4081600523

COMPANY OVERVIEW:

POSITION OVERVIEW:

This is a great opportunity at a fast growing multi-state default servicing law firm with excellent future career advancement possibilities. Seeking an energetic attorney who is licensed in New York and has experience in foreclosure.

If you are passionate about practicing law and eager to make a difference for your clients, we encourage you to apply for this exciting opportunity as an Associate Attorney.

RESPONSIBILITIES:

Handle multiple files, including complaints, pleadings and hearing preparation and attendance.
Provide input to management related to ongoing improvements on NY process.
Maintain strong relationships with clients and provide exceptional customer service.
Manage and work a caseload of files including attending trials, discovery, hearings and other court appearances as necessary.
Draft pleading and motions as needed.

PREFERRED PROFILE:

3 - 5 years of experience as an attorney
2 plus years of Foreclosure experience.
Organized and independent worker
Excellent verbal and written communication skills
Problem solving skills
Ability to multi-task and juggle competing priorities
Licensed in New York is required.
Strong computer skills
Litigation & Court room: 1 year min
Creditor rights: 1 year min.

LOCATION: Remote

Job ID# 3469309

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[internal_notes] =>

Jobs:

We would LOVE an atty with NY and NJ Bar, that is a win.
BK experience also a plus
NY Attorney – we would hire up to 3, maybe we can work something out if that happens on price 😉
1-3 years 80 to 110 – Handle mostly uncontested, complaints, judgment, light hearings.
3 plus years 100 to 145 – Handle litigation but also help where needed, trials, hearings, motion practice.
NJ Attorney – we need 2 attys, maybe one newer and one more experienced.
1-3 years 80 to 110 – Handle mostly uncontested, complaints, judgment, light hearings.
3 plus year- 7 100 to 145 – Handle litigation but also help where needed, trials, hearings, motion practice.
7 plus years 150 to 185 and bonus (may be open to profit share if manages) Must be able to do all above.
If you have experienced NY and NJ and BK we can look at 150 to 200 (maybe) I need to really be sold, but bonus may be way to get there.

Ari said if you go to the websites, you can pull firms in our industry.

https://www.alfn.org/

https://www.usfn.org/

We can always look into it if you find someone really good, but we prefer you look in states that we are established in:

AZ, FL, GA, NC, NJ, NY, OH, SC, TX, UT, VA. So, if you find someone in a state other than this, please let me know. I can tell you we will NOT hire in Mass. Or CA.

Also, attorneys to steer clear from:

Stuart Frame

Todd Marks

Duncan Eigg

Steve Vargas

Michelle Bonsignore

Attorneys who were with me at Tromberg but left:

Kristin Bolduc

Attorneys who I worked with at my last place and had to lay off when I came to Tromberg (just being honest as they may have a bad taste based on the layoff

Lauren Russo

David Wildermuth

Victoria Markert

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a Global Quality Director to develop and manage a Quality Management System (QMS) to drive sustained improvements in customer quality and control the cost of quality metrics. This role will ensure the company is controlling and complying with all quality systems standards to achieve and sustain required certifications and customer satisfaction.

RESPONSIBILITIES:

Collaborate with Executive Leadership Team, Plant Managers, Operations Managers, and other key leaders to achieve targeted KPI performance and drive strategic decisions
Develop and deploy Quality Management System (QMS) founded on process standardization, cross-functional team engagement and ownership and accountability to provide satisfactory service levels to external customers and internal stakeholders. Support with defined policies and procedures
Develop quality strategies and transformation plans to ensure compliance of processes, systems, operational capabilities, and certifications to support customer and market requirements
Foster a culture of ownership, accountability, teamwork, collaboration, and working effectively with cross-functional partners to solve problems
Prepare and present reports to stakeholders, providing insight into schedule, performance and budget adherence
Manage and maintain top quality certifications i.e., IATF Certification
Work closely with new product launches to generate proper procedures and assure proper tools, equipment, and capabilities are in place to maintain a high level of quality and reliability
Evaluate, audit, and manage compliance to Quality Policies and Procedures at all facilities
Coordinate and conduct internal audits globally and provide direction as needed
Act as the company's go-to expert on quality systems, statistical methods, and process improvements, driving best-in-class solutions across manufacturing processes.
Interface with customers and suppliers on a regular basis
Provide Quality System training, where required for standardization of reporting opportunities

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Science or a related require with a minimum of five (5) years of directly-related work experience in the Quality field directly with Automotive.
APQP Certification preferred
Ability to manage and improve company-wide Quality Management Systems and Processes
Progressive leadership development
Continuous Improvement mindset
Practical experience in the application of quality assessment tools and techniques for process improvement (manufacturing and business processes) required
Execution experience with Lean and Six Sigma tools
Strong experience with statistical quality control techniques required
Experience with and implementation of Poke Yoke methodology to solve problems
Proficiency in statistics and SPC. Formal training in Total Quality Management (TQM), ISO 9000, and internal auditing required. Quality System certification preferred
Demonstrated ability with data analysis preferred
Fluency in English required; Spanish and Chinese preferred
Strong collaborative approach with all functions and plant locations
Ability to travel internationally required

LOCATION: Columbus, OH

Job ID# 3296747

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[internal_notes] =>

We want candidates who talk about leading and implementing APQP. We really want someone who has been fully immersed in the quality world and has led/managed/implemented instead of just participating.

It has just been announced that Sensience will be suspending the WFH policy. We will be returning to 5 days in office (M-f) with typical working hours (9:00 AM – 3:30PM). There is some flexibility with this. We will now have “Summer Fridays.” This means that it is up to the discretion of the manager to allot employees Friday WFH days.

COMPANY OVERVIEW:

The company is a comprehensive accounting automation platform powered by AI and purpose-built for insurance brokers, MGAs, and carriers. They are transforming the $10 trillion global insurance industry by combining AI automation with embedded fintech.

While insurance represents 7.2% of global GDP, outdated financial infrastructure like PDFs, emails, and manual reconciliation continues to slow the industry down. This is the first and market-leading finance automation platform built specifically for insurance, driving the industry's rapid digital transformation. They work with 3,000+ insurance businesses from startups to publicly traded companies.

Trusted by thousands of insurance businesses nationwide
Processes billions in transactions annually, growing 200%+ per year
Built a world-class team of 50+ across San Francisco and Columbus

POSITION OVERVIEW:

As an Enterprise Account Executive, you will be at the forefront of scaling the Enterprise Sales function by engaging with senior leadership and key stakeholders across large insurance agencies and broker networks. You'll be responsible not only for landing strategic, high-impact deals but also for expanding existing Enterprise relationships. Success in this role hinges on your ability to sell into sophisticated organizations, navigate longer sales cycles with multiple stakeholders, and bring strategic discipline to every phase of the pipeline.

RESPONSIBILITIES:

Own the full-cycle Enterprise Sales process—from prospecting to stakeholder alignment, procurement navigation, and contract negotiation.
Develop and manage a robust pipeline of large insurance agency prospects by applying a strategic, account-based approach to outreach and engagement.
Build deep product and industry knowledge to consultatively sell the company's value and ROI.
Partner with Marketing and SDRs to develop territory plans, campaigns, and pipeline coverage.
Manage complex Enterprise sales cycles involving multiple stakeholders and procurement processes.
Collaborate with Customer Success and Product to ensure smooth onboarding and expansion.
Forecast accurately and consistently using data-driven insights and CRM discipline.

PREFERRED PROFILE:

3+ years of technology sales experience with Enterprise clients.
Proven track record of meeting and exceeding $1M+ annual quotas in complex, consultative deals with six-figure ACVs.
Consultative sales approach and extensive experience with multi-threading and multi-stakeholder buying processes.
Exceptional communication, storytelling, and negotiation skills.
Insurance/Financial Services experience is a plus.
High-growth startup experience is a plus.

LOCATION: Columbus

Job ID# 3494301

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking an experienced Customer Experience (CX) Consulting Lead to drive large-scale enterprise transformation initiatives. This role is ideal for a candidate with strong consulting experience, functional knowledge of CX transformation levers, and a proven ability to deliver measurable business outcomes. The Consulting Lead will work closely with business and technology leaders to design, implement, and scale customer-centric transformation programs.

RESPONSIBILITIES:

CX Transformation Leadership

Lead end-to-end CX transformation engagements, from discovery and design through implementation and value realization.
Translate customer and business needs into actionable CX strategies and roadmaps.
Align transformation initiatives with enterprise priorities and measurable business outcomes.

Consulting & Advisory

Act as a trusted advisor to senior stakeholders, shaping strategic discussions on CX, digital, and operational transformation.
Conduct assessments to identify customer pain points, operational inefficiencies, and opportunities for automation and digital enablement.
Build strong business cases to justify investment in CX transformation programs.

Functional Expertise

Apply deep understanding of key CX levers including:
Contact elimination and containment
Conversational AI (voice and chat)
Agent Assist and automation tools
Workforce Management (WFM) and Quality Management (QM)
Omni-channel experience design
CCaaS migrations and platform modernization
Partner with cross-functional teams (operations, technology, analytics, digital) to deliver integrated solutions.

Program & Change Management

Lead multi-workstream transformation programs with clear timelines, KPIs, and governance structures.
Ensure smooth change adoption through stakeholder alignment, communication, and training initiatives.
Track and report program outcomes, ensuring ROI and continuous improvement.

PREFERRED PROFILE:

5–8 years of progressive experience in CX consulting, transformation, or customer strategy roles (preferably with top consulting firms, BPOs, or large enterprises)
Proven track record of leading enterprise-wide transformation initiatives across industries such as financial services, retail, healthcare, utilities, or insurance.
Strong knowledge of CX transformation levers (digital self-service, conversational AI, agent assist, automation, CCaaS, WFM/QM).
Excellent problem-solving, storytelling, and communication skills with the ability to influence senior executives.
Experience managing cross-functional programs with complex stakeholder landscapes.
Strong analytical skills with the ability to link CX improvements to business and financial outcomes.
Experience in contact center operations and technology modernization.
Familiarity with leading platforms such as Genesys, NICE, Five9, Avaya, Google CCAI, Microsoft Copilot, Amazon Connect, etc.
MBA or equivalent advanced degree in business, strategy, or related field.
Exposure to data-driven CX analytics and business case modeling.

LOCATION: Hybrid in NYC/NJ Metro

Job ID# 3443390

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COMPANY OVERVIEW:

This company is the financial services industry’s leading provider of powerful tools, relevant content, and meaningful connections. Their mission is to give financial services leaders the confidence to make smart business decisions because a strong financial services industry helps consumers, businesses, and communities thrive. They have a growing, highly valued, and respected syndicated, data-driven benchmarking and strategic research business serving executives at top tier U.S. financial services companies. These financial services leaders need relevant, actionable information and comprehensive insights to support and drive the critical business decisions they make that will positively impact their organization’s performance.

POSITION OVERVIEW:

As a Sales Specialist, reporting to the Group Director of Sales, you'll be at the forefront of shaping our sales organization's culture and success in the US. You will have a pivotal role in developing new client relationships, leveraging a proactive and intelligent approach to understand the unique needs of clients, identify growth opportunities, and contribute to their success. In a role where trustworthiness and engagement reign, you'll drive client satisfaction through a consultative, value-led approach.

You will be a product expert and will identify business needs and propose appropriate solutions for enterprise risk and compliance related software products. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the sales team, you will work in a fast-paced, team-oriented environment. The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. The company ha more than 2,400 clients nationwide. They have a strong brand and a leading market position in an industry where compliance and risk requirements are increasing dramatically, all creating much opportunity for sales growth.

RESPONSIBILITIES:

Manage sales cycle and customers in CRM system.
Demonstrate technology products and solutions via Teams and/or in person presentations.
Conduct a needs assessment and develop recommendations/proposals.
Work with sales team to manage a complex, multi-stakeholder enterprise sales cycle from initial engagement to close.
Drive pipeline through proactive outreach, network development, and strategic targeting.
Build and present compelling value propositions, proposals and ROI cases to senior stakeholders (including C-level).
Collaborate with internal teams to shape proposals, demonstrations and solution design.
Stay close to the risk management and compliance market — identifying trends, insights, and opportunities that shape your strategy.

PREFERRED PROFILE:

Bachelor's degree required.
A minimum of 5 years’ experience in technical sales role and direct experience in business-to-business software sales, preferably within the Financial Services sector.
Alternatively, experience selling enterprise risk management or compliance software products with a consultative approach would be advantageous.
A desire to grow territory by generating new business through prospecting and working with internal sales team.
Strong organizational skills and the ability to work in a team selling environment.
Demonstrated success creating leads and sales through networking.
A history of meeting or exceeding assigned sales quotas for new business.
Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems.
Comfortable working in the C-suite of banks, credit unions, and fintechs.
Demonstrated high-energy, tenacity and dedication to excellence as a sales professional.
Motivated by an internal desire to win and a desire to increase your own personal wealth.

LOCATION: Hybrid in Chicago, IL or St. Louis, MO

Job ID# 3407120

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COMPANY OVERVIEW:

The company accelerates decision-making for iconic brands. Their technology helps customers make decisions faster, smarter, and with precision. Unlock the insights you need to launch groundbreaking products, dominate customer acquisition, and outpace the competition. With this platform driving the most powerful insights communities, brands connect with their audiences at a deeper level, extracting bold, actionable insights that fuel fearless business moves.

POSITION OVERVIEW:

The Enterprise Sales Director (ESD) is a quota-carrying, senior individual contributor responsible for driving new business growth within the enterprise segment. The ESD will own the entire sales cycle, from prospecting and pipeline development through deal close, targeting enterprise-level clients across industries. Success requires deep understanding of both SaaS and market research landscapes, a data-driven consultative selling approach, and the ability to influence senior decision-makers. The role reports directly to the CRO, and is a critical growth driver within the Revenue organization.

RESPONSIBILITIES:

Achieve/exceed quarterly and annual new business revenue targets
Maintain accurate pipeline forecasts and reporting
Consistent 50%+ self-sourced pipeline • Build multi-threaded executive relationships
Contribute to revenue predictability and reduced churn

PREFERRED PROFILE:

A-player enterprise seller with a track record of outperforming quota, commanding C-suite presence, and building trust through insight-led conversations.
5+ years in enterprise SaaS or insights-tech sales
Proven year-over-year quota attainment with documented performance
Self-sourcing ability (outbound, ABM, exec-level prospecting)
Enterprise deal execution: multi-threading, ROI storytelling, exec influence
Deep SaaS acumen and CRM discipline (Salesforce mastery)
Nice-to-have: Market Research SaaS experience, competitor background (Alida, MyTake Qualtrics, Medallia, Forsta, Zappi)

Core Competencies

Insight-led Consultative Selling: Translates data and market intelligence into tailored value propositions
Executive Influence: Aligns C-level stakeholders and builds consensus
Strategic Storytelling: Creates persuasive business cases and proposals
Operational Discipline: Forecast accuracy, CRM hygiene, and process rigor
Cross-functional Collaboration: Partners with Marketing, Product, and Customer Experience

Personal Attributes

Hunter mentality, competitive, self-starting
Resilient and adaptable under pressure
Organized and structured
Trusted advisor mindset
Tough-minded optimism and accountability

LOCATION: Remote

Job ID# 349742

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[internal_notes] =>

While a traditional market research background at supplier firms like Kantar is relevant, we want to prioritize candidates with SaaS experience, ideally from another ResTech company.

COMPANY OVERVIEW:

The world of payments is going through the most thrilling transformation imaginable. Volumes are growing, payment options are expanding, and complexity is intensifying. Retailers are at the epicenter of these changes, and it is this company's mission to revolutionize payments for merchants and retailers worldwide. They are a hyper-growth company and the go-to payments advisor for Global 500 merchants, driving big cost savings, huge sales growth, and enhanced strategies. They work with a variety of partners to harness the power of data to maximize payments performance – all with the goal of boosting the profitability of every transaction.

POSITION OVERVIEW:

The Manager, Payments Analytics will play a key role within the Consulting department, supporting the delivery of high-quality analytical outputs that provide maximum value to merchant client base.

You will work closely with Director, People Performance as well as the Data & Product Team and the Solution Team to improve internal processes, enhance analytical standards, and contribute to the ongoing development of analytical capabilities. You will also support the monitoring and reporting of project efficiencies to the Consulting Team leadership.

As a member of the Consulting management team, you will contribute to the team’s operational effectiveness, ensuring client needs are met and that project teams are supported and developed. You will balance managing a portfolio of client projects with driving improvements within your area of expertise.

RESPONSIBILITIES:

Quality Assurance: Implement and maintain thorough and scalable analysis checking processes across Consulting Team. Help ensure consistency, accuracy, and commercial insight in all client-facing analyses.
Commercial Delivery as Analytical Lead: Continue to be accountable for your own portfolio. Produce clear, impactful analysis and presentations that communicate commercial value to clients and internal stakeholders. Represent the company with professionalism and integrity.
Data & Product Collaboration: Partner with the Data & Product Team by providing feedback from the Consulting Team on the Platform features, analytical innovation and data access for analysis purposes, and suggesting improvements to features, processes and documentation. Support the adoption of automation tools and processes to streamline workflows and improve efficiency.
Cross-Functional Alignment: Collaborate with Solutions Team on key areas (e.g. Debit, Costs, Fraud, Approvals) to promote analytical consistency and best practices across client offerings.
Team Development: Partner with Director, People Performance to support the training and development of Associates and Senior Associates, focusing on improving analytical quality and standards.
Leadership & Collaboration: Act as a role model within the Consulting team by promoting accountability, teamwork, and continuous improvement. Provide guidance and mentorship to junior team members and direct reports.
Technical Growth: Continuously develop your own technical and analytical skills, while contributing to the upskilling of others in the team.
Best Practice Advocacy: Demonstrate and promote analytical best practices, driving standardization and process improvements across projects while encouraging innovation.
Global Perspective: Understand global markets and share relevant insights and learnings across teams.

LOCATION: Atlanta - Hybrid Office

Job ID# 3491621

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[internal_notes] =>

Management of client portfolios $mm+ - understand how to maximise revenue from each client – own revenue targets and managing risk & opportunities or client projects.
Delivered consulting services that are based on data analytics or analytical insights that underpins commercial optimization opportunities for clients
Example of Clients they have delivered services to are enterprise level, global 500, understand how to navigate & influence relationships with multiple internal leaders within one project (Procurement, finance, IT teams etc.)

COMPANY OVERVIEW:

POSITION OVERVIEW:

Associate Consultants play an integral role within the Consulting team, where they combine payments knowledge with in-depth and meaningful analytics, to discover exciting opportunities that drive optimization across clients’ payment arrangements. You’ll work alongside senior associates, engagement managers, Consulting leadership, and the wider team to understand the business goals of our clients, with a focus on helping them to better navigate the complexities of their evolving payment ecosystems. The team’s goal is to provide powerful data insights to drive tangible improvements to client’s payment strategy and 3rd party supplier arrangements.

While following the company's refined internal processes and standards, this role provides Associate Consultants with the opportunity to play a key client-facing role that closely supports the delivery teams to identify, investigate, and present optimization initiatives directly to some of the most exciting brands in the world. The day-to-day deliverables also offer the ability to quickly grow your career and develop your own commercial, technical and leadership skills in the process - all as part of an intelligent and vibrant Global team.

RESPONSIBILITIES:

Produce high quality deliverables to support strong client engagement with Fortune 500 companies.
Perform in-depth analysis on our clients' complex payment data, review acceptance processes for their key payment methods, benchmark key performance indicators, and provide industry research to demonstrate payments knowledge where required.
Use methodologies and entrepreneurial initiative to suggest opportunities and improvements that our clients can explore to optimize their arrangements, all supported by intelligent and detailed data analytics.
Accompany project teams to client meetings to present your findings, and to provide technical and analytical insight and support.
Uncover hard to find opportunities within our client’s payments data, utilizing proprietary data platform and products, and other advanced analytics tools.
Produce accurate reports to communicate directly with clients through various methods including PowerBI, written reports, presentations, and data visualization of payments analytics.
Work closely with Engagement Managers to execute benchmarking analysis, negotiation strategies, and other project deliverables.
Assist in the review of commercial contracts and Service Level Agreements for the company and the client.
Gain a thorough understanding of each of the markets that operates in and our core consulting product offerings.
Share knowledge from project experiences with the wider business to promote innovation of thinking and outcomes.

PREFERRED PROFILE :

Ambitious individuals who are excited by a challenge and have a curiosity to learn a new industry and new skills.
College graduates with a love of numbers and a degree preferably in Economics, Sciences, Mathematics, Business Administration, Finance, or related. Minimum 3.3 GPA.
1-3 years of professional experience in consulting or analysis, including experience in presenting complex analytical findings.
Strong ability to apply logic, creativity, and solid problem-solving techniques across a variety of topics.
Interest in innovation and developments around key differentiators – consulting, market intelligence, and sophisticated data analytics.
Excellent written and verbal skills, demonstrating an authentic and professional approach to communication.
Strong organizational skills and ability to manage and prioritize a high volume of tasks to meet deadlines.
Demonstrates proactive behavior in clarifying expectations, asking questions, and understanding deliverables for best outcomes.
Demonstrates intellectual curiosity, resilience, and flexibility to work in a fast-growing business and industry.
Portrays confidence and desire to interact and engage with clients. Comfortable presenting opportunities to internal and external stakeholders and develop relationship management skills.
Willingness to travel to client and company meetings as required.
Competence in and experience utilizing MS Office.
Experience in SQL and Power BI is highly desirable but not required.

LOCATION: Atlanta - Hybrid Office

Job ID# 3491612

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The Integrations Project Manager serves as the project lead for client API integration projects, managing cross-functional performance improvement initiatives across multiple directives. This role combines technical expertise with relationship management to drive measurable business results in API integrations, support sales initiatives, and ensure successful project delivery from conception through implementation.

RESPONSIBILITIES:

Project Planning & Management

Develop comprehensive project plans that align customer requirements with organizational strategic objectives and priorities
Lead API implementation projects alongside customers to ensure timely deliverables, compliance with regulatory requirements, and completion of best-in-class designs
Manage end-to-end project lifecycle using QuickBase tracking, including project planning, contract management, fee coordination, and compliance requirements
Establish, monitor, and report on key performance indicators (KPIs) and project metrics to track progress against milestones and deliverables
Apply process improvement methodologies to drive operational excellence and measurable performance gains

Technical Integration & Support

Develop expertise in third-party systems (CRM, POS, LOS, Orchestration Platforms) and collaborate with Solutions Engineers to optimize integration solutions
Oversee integration process including development support, compliance reviews, and partner marketing opportunities
Provide technical support for integration questions and coordinate escalations with Interface Support, Product Development, and Solutions Engineers as needed
Support and promote adoption of the Readme Developer portal among clients and partners

Stakeholder Communication & Customer Engagement

Communicate proactively with stakeholders and project teams to identify challenges, develop solutions, and implement efficiency improvements
Deliver presentations and demonstrations to customers and internal stakeholders both onsite and virtually
Anticipate future project needs through direct customer engagement and monitoring of industry trends and best practices
Maintain detailed documentation and information sheets on business partners and integration projects
Support sales efforts by creating user lists, attending partner conferences, and developing education materials on interfaces

PREFERRED PROFILE:

High school diploma or equivalent required
Minimum 3-5 years of project management experience with proven leadership capabilities and self-directed work style
Minimum 3 to 5 years of experience in the consumer reporting industry, including credit bureaus specialty consumer reporting agencies, data aggregators, or risk management services providers
Strong understanding of technical concepts including APIs, OAuth, JSON, and integration processes
Knowledge of process improvement methodologies such as Lean, Six Sigma, or Agile
Expert-level proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Visio and other project management tools such as Jira, Quickbase, and Salesforce
Excellent presentation and communication skills for both technical and non-technical audiences, including senior leadership
Advanced analytical and problem-solving skills with data-driven decision-making approach
Experience with or willingness to learn AI tools and emerging technologies
Bachelor's degree in Business Administration, Engineering, Computer Science, or related field
PMP (Project Management Professional) or equivalent certification
Knowledge of Fair Credit Reporting Act (FCRA) regulations and compliance requirements

LOCATION: Hybrid in Columbus or Philadelphia

Job ID# 3490801

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The Regional Sales Director (RSD) is a quota-carrying individual contributor responsible for owning a defined territory and driving complex, multi-stakeholder enterprise sales cycles. You will build and execute a territory plan, create a pipeline through targeted hunting, and close large, high-value deals that solve customers’ most pressing cloud performance challenges. This role is ideal for a motivated, curious, highly accountable enterprise seller who thrives in fast-paced environments and is skilled at translating customer pain into meaningful business outcomes.

RESPONSIBILITIES

Own a regional territory and drive a strategic plan focused on new logo acquisition and whitespace expansion
Prospect into enterprise organizations to build a pipeline and generate multi-threaded engagement with senior stakeholders
Work closely with channel partners and strategic alliances to co-sell, generate pipeline, and accelerate enterprise deals; leverage established partner relationships to expand reach and drive regional momentum
Run a rigorous and consistent sales process (MEDDPICC preferred), managing multiple complex opportunities simultaneously
Uncover and deeply understand customer challenges related to cloud performance, scale, architecture, and cost
Lead executive-level conversations with CIO, CTO, VP Infrastructure, Cloud Architecture, DB, Storage, Finance, and Security teams
Translate customer pain points into a compelling business case, value story, and ROI model that drives urgency and action
Guide deals through technical evaluation, POCs, and validation with Solution Architects as key partners
Navigate complex organizations to gain executive sponsorship, align stakeholders, and drive consensus
Maintain crisp forecast accuracy, pipeline hygiene, and sales documentation
Partner closely with Product, Customer Success, Marketing, and Engineering to deliver customer outcomes and competitive differentiation
Provide market and customer insights back to the business to inform our product roadmap and GTM strategy

PREFERRED PROFILE

5+ years of enterprise software, cloud, infrastructure, storage, or data platform sales in a channel-centric environment
Proven track record of achieving or exceeding $1M+ quotas, with multiple seven-figure wins
Strong experience “selling with” channel partners and strategic alliances, with an existing network across VARs, cloud partners, and regional integrators that can be activated to drive pipeline and influence enterprise buying cycles
Experience executing complete sales cycles for complex enterprise deals with multiple influencers and C-suite visibility
Hunter mentality: demonstrated success in creating a pipeline, prospecting into targeted accounts, and winning net-new logos
Ability to lead high-level technical and architectural discussions in partnership with a Solution Architect

Customer Empathy: You instinctively see problems through the customer’s eyes. You listen intently, anticipate unspoken needs, and guide the conversation with clarity and insight.
Translating Empathy into Outcomes: You translate customer insights into concrete actions, advancing the sales cycle while aligning the company's value with their business priorities and strategic outcomes.
Clear and Timely Communication: You communicate with precision—up, down, across the organization, and externally. You close loops early and never leave stakeholders guessing.
Accountability and Ownership: You take full responsibility for results. You follow through, drive the next step, and operate with high integrity without needing reminders.
Learning Agility: You adapt quickly, absorb new information, and apply it immediately. You thrive in fast-moving, ambiguous environments.
Collaborative Respect: You engage cross-functionally with humility and confidence. You know how to build coalitions, identify power centers, and constructively influence outcomes in complex organizations.

LOCATION: Remote - Chicago

Job ID# 3540268

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[internal_notes] =>

13 salespeople targeted (including some openings)

1:1 in UK & 2:1 in US

hire reps w a territory - list of 50 accounts broken into three tiers - those accounts can be anywhere

For candidate submittals, you can just CC me and the email address for the role. We do not need to include Jim. He will get overwhelmed.

The email address is: silk.57.160@applynow.io

Markets: Chicago area is the most important currently, secondary market south-mid Atlantic (Atlanta, Carolina, Tennessee)

More Target accts vs. true territory

ACV $600K (Deal size closer to 1.2K)

New Rep quota, around 1K (prorated for partial year)

9 Reps currently (8 US and 1 in the Nordics) (open role in UK and 2 in the US)

A lot of travel, at least 50% or more. They should be out at partners, customers, events, etc.

2:1 ratio w/ SA

SDR support

Profiles to help:

Attached are example profiles that we were or are very high on. (Spencer cannot take the risk so withdrew, the rest are in process)

Just hired Stephen Matthews who has been very successful and knows some leaders here.

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

COMPANY OVERVIEW:

Our client is a Virtual SAN purpose-built for the cloud. Their mission is to enable enterprises to seamlessly transition to and scale their operations in the cloud with a secure, efficient, and cost-effective storage solution. They are looking for a dynamic, technically skilled Solution Architect to drive direct sales and build relationships with Fortune 500 customers. This is a fantastic opportunity for someone with a strong systems background and a passion for enterprise sales

POSITION OVERVIEW:

As a Solution Architect at Silk, you will play a pivotal role in driving revenue growth through direct sales to Fortune 500 customers. You will work closely with the sales and technical teams to deliver innovative solutions to prospective clients, guiding them through technical evaluations, product demonstrations, and closing cycles. This position requires a unique combination of technical expertise, solution-based selling, and the ability to communicate complex technical concepts to both technical and non-technical stakeholders.

RESPONSIBILITIES:

Assist the sales team in qualifying prospects, understanding customer needs, delivering technical presentations, and conducting product demonstrations
Help customers understand the value of our client in their cloud environments
Work closely with customers to understand their business requirements, technical environments, and long-term goals
Recommend solutions that meet their specific needs while highlighting value offerings
Play a critical role in driving the sales process, supporting all phases from initial engagement to closing, including conducting technical evaluations and providing input into pricing and packaging
Build and maintain strong relationships with key technical and business stakeholders within target accounts
Ensure smooth technical onboarding, integration, and adoption of the solutions
Provide feedback to the product team based on customer requirements and market trends
Collaborate with engineering to ensure the feasibility and success of custom solutions
Stay up to date on the latest cloud technologies, industry trends, and the competitive landscape. Share insights and best practices to improve sales strategies and technical offerings

PREFERRED PROFILE:

Strong, foundational knowledge in operating systems, networking, security, and scripting/automation. Experience with DevOps practices and CI/CD pipelines is desirable
Hands-on experience with major cloud platforms (Azure, GCP, AWS), including storage and compute services, networking, security practices, and cloud-native architectures
5+ years of experience in a pre-sales or sales engineering role in an enterprise-focused technology company, with a proven track record of driving technical sales and closing large deals
Experience navigating the enterprise sales process, including building relationships with C-level executives, IT decision-makers, and technical stakeholders in large organizations
Ability to explain complex technical concepts to a wide variety of stakeholders, both technical and non-technical, through demos, presentations, and proposals
Strong ability to analyze customer needs and translate them into technical solutions
Experience conducting product evaluations, POCs, and troubleshooting complex environments is a plus
Storage-focused technical experience, especially in enterprise or distributed systems
Experience with high-performance or mission-critical environments is a plus
Passionate about understanding customer needs and delivering tailored, impactful solutions
Ability to work effectively across sales, technical, and product teams to drive success
A results-oriented individual who thrives in a fast-paced, high-growth environment
Open to learning new technologies and evolving with the cloud storage landscape
Strong interpersonal and communication skills, with an emphasis on listening to customers and tailoring the message appropriately for different audiences

LOCATION: Remote - MST/PST

Job ID# 3490562

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[internal_notes] =>

Idea location: This next rep would be great if in CO/Rockies area or mid/south CA.

One piece of feedback is that none of them has “vendor” experience (meaning Silk type) – they all come from the partner space (resellers, Vars), which isn’t ideal.

We would like to see more candidates and those who have more experience working as similar companies to Silk (vendor) vs. partners.

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

Seeking in the SA role:

Strong clouding
Length of time in role
Cloud architecture exp
Azure, GCP, Kubernetes
Have they been hands on?
Comfortable leveraging ChatGPT in a cloud environment
Foundational architecture knowledge
Leverage an AI solution
Hands on exp w cloud provider
Kubernetes, docker
Comfortable w scripting

Questions Damon asks in an interview:

Have you started VM's in the could?

Automating?

Do you have hands on exp w one major cloud provider?

Certification helps - practitioner or associate level certs

Have you been part of a technical sales org?

Quota carrying/drive revenue

What experience do you have with enterprise storage solutions

(Need some familiarity)

Block storage vs file storage - what is the difference

Familiar w the basics of storage

What kind of work have you done hands on to deliver customized demos?

Hands on exp building demo

AWS, Azure, GCP, etc.

Outside of just sales engineering –

What type of cloud architecture experience do they have? Kubernetes, built or automated some level of infrastructure in any of the clouds, and have they been hands on.

Kubernetes, containerization like Docker

Some level of comfort with scripting; taking something someone else built and integrating it into part of a demo.

They do not need developer level hands on – but, someone who would be comfortable leveraging a chat GPT or co-pilot to help them build a proof of concept in a cloud environment.

Junia – certifications, what he has built, he’s educated. He has the foundation to understand. Curious, willing to explore enough.

What experience do you have with enterprise storage solutions?

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Assist the sales team in qualifying prospects, understanding customer needs, delivering technical presentations, and conducting product demonstrations
Help customers understand the value of our client in their cloud environments
Work closely with customers to understand their business requirements, technical environments, and long-term goals
Recommend solutions that meet their specific needs while highlighting value offerings
Play a critical role in driving the sales process, supporting all phases from initial engagement to closing, including conducting technical evaluations and providing input into pricing and packaging
Build and maintain strong relationships with key technical and business stakeholders within target accounts
Ensure smooth technical onboarding, integration, and adoption of the solutions
Provide feedback to the product team based on customer requirements and market trends
Collaborate with engineering to ensure the feasibility and success of custom solutions
Stay up to date on the latest cloud technologies, industry trends, and the competitive landscape. Share insights and best practices to improve sales strategies and technical offerings

PREFERRED PROFILE:

Strong, foundational knowledge in operating systems, networking, security, and scripting/automation. Experience with DevOps practices and CI/CD pipelines is desirable
Hands-on experience with major cloud platforms (Azure, GCP, AWS), including storage and compute services, networking, security practices, and cloud-native architectures
5+ years of experience in a pre-sales or sales engineering role in an enterprise-focused technology company, with a proven track record of driving technical sales and closing large deals
Experience navigating the enterprise sales process, including building relationships with C-level executives, IT decision-makers, and technical stakeholders in large organizations
Ability to explain complex technical concepts to a wide variety of stakeholders, both technical and non-technical, through demos, presentations, and proposals
Strong ability to analyze customer needs and translate them into technical solutions
Experience conducting product evaluations, POCs, and troubleshooting complex environments is a plus
Storage-focused technical experience, especially in enterprise or distributed systems
Experience with high-performance or mission-critical environments is a plus
Passionate about understanding customer needs and delivering tailored, impactful solutions
Ability to work effectively across sales, technical, and product teams to drive success
A results-oriented individual who thrives in a fast-paced, high-growth environment
Open to learning new technologies and evolving with the cloud storage landscape
Strong interpersonal and communication skills, with an emphasis on listening to customers and tailoring the message appropriately for different audiences

LOCATION: Remote - Greater Chicago area

Job ID# 3490562

Artemis invites you to subscribe to our free Job Alerts and “The Hunt” Blog for free insights on hiring and career development.

Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program

[internal_notes] =>

One piece of feedback is that none of them has “vendor” experience (meaning Silk type) – they all come from the partner space (resellers, Vars), which isn’t ideal.

We would like to see more candidates and those who have more experience working as similar companies to Silk (vendor) vs. partners.

No H1B visa sponsorship available

Benefits:

What we offer:

Competitive Pay
Generous Equity
401 (k) – 50% Match, up to 6% contribution – Company Match is at company discretion
Unlimited Paid Time Off
Medical, Dental, and Vision Insurance (Employer covers 77% of premium)
Company provided Life Insurance and Short-Term Disability as well as additional voluntary insurance elections
FSA: Medical and Dependent Care
Parental Leave (Primary care giver 14 weeks 100% paid leave, secondary care giver 4 weeks 100% paid leave)
Monthly Cell Phone stipend and 1x Home office Stipend

Needham HQ Office Perks:

High Quality Drinks/Snacks
Lunch provided Thursdays
Happy Hours/ Team Events / Volunteer & Community events
Mothers Room

Seeking in the SA role:

Strong clouding
Length of time in role
Cloud architecture exp
Azure, GCP, Kubernetes
Have they been hands on?
Comfortable leveraging ChatGPT in a cloud environment
Foundational architecture knowledge
Leverage an AI solution
Hands on exp w cloud provider
Kubernetes, docker
Comfortable w scripting

Questions Damon asks in an interview:

Have you started VM's in the could?

Automating?

Do you have hands on exp w one major cloud provider?

Certification helps - practitioner or associate level certs

Have you been part of a technical sales org?

Quota carrying/drive revenue

What experience do you have with enterprise storage solutions

(Need some familiarity)

Block storage vs file storage - what is the difference

Familiar w the basics of storage

What kind of work have you done hands on to deliver customized demos?

Hands on exp building demo

AWS, Azure, GCP, etc.

Outside of just sales engineering –

What type of cloud architecture experience do they have? Kubernetes, built or automated some level of infrastructure in any of the clouds, and have they been hands on.

Kubernetes, containerization like Docker

Some level of comfort with scripting; taking something someone else built and integrating it into part of a demo.

They do not need developer level hands on – but, someone who would be comfortable leveraging a chat GPT or co-pilot to help them build a proof of concept in a cloud environment.

Junia – certifications, what he has built, he’s educated. He has the foundation to understand. Curious, willing to explore enough.

What experience do you have with enterprise storage solutions?

COMPANY OVERVIEW:

This company is the AI-powered, analytics-to-action suite of solutions for strategy, marketing, and growth teams who want to deeply understand their audience and meaningfully engage them. They combine decades of expertise in location intelligence, online performance signals, and social + cultural insights—giving brands a real-time view of who their customers are, what drives them, and ways to connect in every moment that matters.

They tech and services help brands reach the right people—online and in person—and enable fast, personalized engagement powered by deep audience intelligence. Seamlessly integrating with existing workflows, they uncover high-impact opportunities and turn complex data into measurable growth. Whether you're choosing the right store location, optimizing digital journeys, or tracking cultural signals, this company transforms consumer insight into action—at scale.

POSITION OVERVIEW:

Join a high-growth, private-equity-backed SaaS company trusted by over 2,000 global brands. Their technology offers the tools, tech, and support to close strategic deals—and build a career with momentum.

RESPONSIBILITIES:

Own Your Pipeline – Drive net-new revenue by identifying, prospecting, qualifying, and closing new logos
Pitch with Insight – Position company's SaaS solutions as a must-have for retail decision-makers
Collaborate to Close – Partner with BDRs and marketing to refine messaging, surface new leads, and drive efficiency
Sell with Data – Leverage powerful analytics, geo-intelligence, and real-world use cases to build urgency
Crush Your Quota – Consistently exceed monthly and quarterly activity + revenue targets

PREFERRED PROFILE:

3+ years in full-cycle B2B SaaS sales or technology sales
Proven track record of meeting or exceeding quota in outbound sales
Strong communicator with a consultative, ROI-driven sales approach
CRM experience (Salesforce preferred); prospecting tools (ZoomInfo, Outreach, etc.)
Ability to build relationships with senior stakeholders and decision-makers

Nice-to-Haves:

Experience selling into retail, QSR, or multi-location businesses
Familiarity with location analytics, predictive modeling, or segmentation tools
Knowledge of sales frameworks like MEDDIC, SPIN, or Challenger

LOCATION: Remote

Job ID# 3487911

Artemis invites you to subscribe to our free Job Alerts and “The Hunt” Blog for free insights on hiring and career development.

Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

COMPANY OVERVIEW:

POSITION OVERVIEW:

Are you a bold, results-oriented leader with a proven track record in driving sales teams to exceed ambitious targets? We are seeking a dynamic Head of Sales to lead a newly launched team focused on selling our proven turnkey software solution, designed to optimize retail performance and growth.

This role is ideal for a data-driven, strategic leader who excels in coaching and mentoring sales talent, executing high-velocity sales strategies, and galvanizing teams to deliver results. As a critical member of our sales leadership, you will drive growth in a private-equity-backed organization experiencing double-digit revenue expansion while advancing the mission to transform retail site selection through cutting-edge technology and analytics.

RESPONSIBILITIES:

Sales Leadership & Team Development:

Lead, coach, and inspire both new and legacy sales teams to achieve and exceed revenue targets.
Hire, train, and mentor Account Executives, fostering a culture of high performance and continuous improvement.
Conduct regular pipeline reviews, ensuring forecasting accuracy and pipeline hygiene.

Strategic Execution:

Develop and implement scalable sales strategies for both SaaS and professional services offerings.
Drive outbound prospecting initiatives and optimize the sales process using proven methodologies (e.g., MEDDIC, SPIN, Challenger, Sandler).
Collaborate cross-functionally with marketing, product, and operations to align sales efforts with business goals.

Data-Driven Performance Management:

Leverage Salesforce to track team performance, manage pipelines, and deliver accurate forecasts.
Analyze sales metrics to identify trends, opportunities, and areas for improvement.
Set clear performance expectations and provide actionable feedback to reps.

Culture & Team Dynamics:

Cultivate a fast-paced, energetic team environment that aligns with the culture of innovation and relentless drive for success.
Act as a role model for proactive, results-oriented behavior and strategic decision-making.

PREFERRE PROFILE:

SaaS Sales Expertise:

Extensive experience selling SaaS solutions, with a deep understanding of subscription-based revenue models and key SaaS metrics (e.g., ARR, LTV, CAC).
Proven ability to drive high-velocity sales cycles (<45 days, <$36K ACV).

Sales Methodology Mastery:

Hands-on experience with outbound sales strategies and methodologies such as MEDDIC, Challenger, SPIN Selling, or Sandler.

Proven Leadership Track Record:

5+ years of experience leading and scaling sales teams in a high-growth environment.
Demonstrated success in achieving and exceeding revenue goals.

Data-Driven & Strategic:

Strong analytical skills with the ability to translate data into actionable strategies.
Comfort with Salesforce and leveraging CRM insights to drive team performance.

Trailblazer Mindset:

Results-oriented, proactive, and energetic leader who thrives in fast-paced environments.
Strong communicator and decision-maker with the ability to inspire confidence and accountability.

LOCATION: Remote

Job ID# 3486810

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

Prior sales leadership experience gained within a Consumer Data, Marketing Data, or Audience Intelligence company (e.g., selling SaaS or high-value data/analytics solutions).
Direct experience leading sales teams in an environment focused on high-velocity sales cycles and SaaS/turnkey solutions (i.e., not exclusively large, custom, enterprise deals).

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Solution Consultant is a key contributor in implementing the Company’s solutions for customers through deliverable training of our workflow automation software. This solution is a cloud-based platform developed by the Company to digitize and automate apparel production workflows. It connects every stage of production—from order processing to cutting—while improving agility, sustainability, and cost efficiency. The Solution Consultant consults with customers and proposes solutions based on in-depth industry and product knowledge. The Solution Consultant thoroughly understands the capabilities of the Company's solutions and the benefits customers can realize by implementing those solutions. The successful candidate will function as a trusted advisor to the customer and should be intimately familiar with typical Engineering and Manufacturing workflows.

RESPONSIBILITIES:

The Solution Consultant conducts an analysis of the customer needs, provides the solution, and delivers training to end-users, either remotely or on-site at the customers’ location. They will then assess competencies for the Company's software solutions. The Solution Consultant designs workshops to address issues or to identify potential improvements (productivity, yield, performance, quality, etc.).

PREFERRED PROFILE:

Bachelor’s degree in one of the following fields: Industrial Design, Manufacturing Engineering, Computer Science / related area is required. Master’s degree is a strong plus.
A minimum of three (3) years' experience as a solution consultant or technical training specialist in a related industrial equipment environment is required. 5-7+ years’ experience is strongly preferred
Ability to read, write and speak English is required, as all technical materials and technical support from France are in English. Fluency in Spanish is strongly preferred.

POSITION QUALIFICATIONS:

Industry knowledge in Fashion, Automotive, or Furniture Manufacturing, in terms of strategy, business evolutions & challenges and common operational issues is preferred
Strong understanding of design-to-manufacturing processes, including CNC machining, pattern making, and digital prototyping.
Proven experience with CAD/CAM software
Capability to share and transfer relevant knowledge to satisfy customer needs, both in terms of technical & tactical skills
Capability to define and manage the business goals and scope of change initiatives
Capability to investigate, evaluate, analyze and classify data
Familiar with CNC cutting, robotics applications, and software applications dedicated to fashion, furniture or automotive industries, and has a strong working knowledge of the product process within this industry
Excellent interpersonal and communication skills
High level of process analysis skills to work with senior level decision makers
Knowledge of ERP Integration / APIs or equivalent is an advantage
Ability to cope with pressure (without comprising standards) by being well organized with strong time management skills.
Solid organizational skills, a team player, with good business acumen.
Good critical thinking, reasoning, evaluating (profitability/risk), problem solving, decision making, analyzing.
Adaptability to various situations, cultures, and technical environments.

TRAVEL:

~75% travel per month to customer sites within the US and North America, as well as Corporate HQ Offices

LOCATION: Greater Atlanta, Georgia area - may be open to considering candidates outside of ATL in Eastern Time Zone.

Job ID# 3483043

Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program and submit them.

[internal_notes] =>

We can open it up to EST major cities near an airport. Nice to have Spanish speaking, but not a requirement.

11/13/2025

Solutions Consultant, Valia – OR Technical Training Specialist

Hiring Manager – Elizabeth Turner

HR Contacts: Tiffanie + Charlene

Compensation: TBD – maybe close to $135K

WHY Available: NEW role – newly created because of an abundance of need. New product to Lectra, 4.0 Solution – maybe about 1.5 years old publically at this point. They have about 30 current customers that purchased their on demand solution and 5-ongoing projects in the region. Onboarded a Project Manager – the data that came out of that is that they need a new post-sales person. Essentially, a ‘trainer’ of the platform. Going on-site to customers to delivery training for the Valia solution. A lot of these companies are in furniture manufacturing.

They are essentially a transitional resource during the implementation phase. Interaction with several different customers frequently, but not in a CSM or Project Manager way, coming in, training, and delivery.

Chris Turley, he’s based in Michigan. He’s on the technical sales team. They are essentially borrowing his team.

Location: ATL – ideally someone who can come into the Smyrna office. It’ll be up to John Brearley to decide if they be remote. 3-weeks out of the month of travel. Once this person becomes efficient, a lot of that training could be delivered remotely. This would be overnight travel – The customers currently are primarily on the East Coast – will be overnight travel.

Must haves:

· 3-5 years as a solutions consultant or technical training specialist – maybe 5-7 years overall experience. Delivery training of a solution to external clients. + Bachelor Degree (technical)

· Industry knowledge: fashion, automotive or furniture and strong understanding of design to manufacturing process (CNC machining, digital prototyping, patternmaking)

· AutoCAD and any Lectra or Gerber Solutions – Modaris, Design Concept, Formaris, Accumark, Accunest – any of that (SaaS)

Onboarding will be extensive. They will not be alone in front of customers for probably 6-months or so. But once they are up and running they have a customer satisfaction survey, making sure they understand the solutions. Ambitious, team player, understanding that it’s a flexible environment that is forever evolving.

Keywords: Robotics, SaaS, Automation Solutions, CAD

Company Targets: Centric Software, Zund, PTC, Bamboo Rose, Siemens, Dassault Systems – hardware competitors, maybe even Rockwell, Keyence

Interview Process:

- Tiffanie (HR Conversation) – copy Charlene and Elizabeth

- 2nd round with Elizabeth (video)

- Case Study Presentation – Elizabeth, HR, John Brearley, and TBD

Final with France Corporate if they are not in the case study presentation

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customers’ supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel, and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to 50% or more when necessary.

LOCATION: Remote

Job ID# 3246907

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

Someone who has managed larger OEMs.

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Midwest down to Texas and Southeast (Carolinas – do not go too far out east – this is not North East or PA – no NYC or Vermont, etc.
HVAC experience is desired; compartmentalized small products that go into other products; OEM type of businesses; outside sales structure. Meeting with customers, suppliers, going on-site.
Managing accounts ranging in size from $5M - $15M accounts
Seeing people from Honeywell and Cognex –

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Growth & Account Development

Identify and pursue opportunities for upselling, cross-selling, and account expansion to meet or exceed sales targets.
Generate leads and acquire new accounts in targeted markets, aligning growth strategies with customer priorities.
Educate customers on product features and value proposition to maximize opportunity conversion.

Customer Relationship Management

Serve as the primary point of contact for Customers, addressing needs, resolving issues, and ensuring an exceptional customer experience.
Collaborate cross-functionally with internal teams (sales, marketing, support, product) to meet customer expectations.
Manage contract renewals, negotiations, and overall customer lifecycle processes with efficiency and professionalism.
Work to align processes with customers’ supplier expectations (scorecard).

Strategic Planning & Execution

Leverage market, financial, and industry insights to guide account strategies and contribute to broader business goals.
Develop strategic account plans that assess customer business performance, identify risks, gaps, new business opportunities; develop action plans to grow with the customer.
Facilitate effective communication and information-sharing between customer teams and internal stakeholders.
Promote alignment and engagement between customers and internal teams to ensure mutual success.

Performance & Operational Excellence

Take the initiative to exceed performance expectations and deliver measurable outcomes.
Set and uphold high standards of execution and accountability, both individually and within the team.
Demonstrate a customer-focused mindset and take ownership of satisfaction, problem-solving, and results delivery.
Continuously improve through feedback, market awareness, and collaboration with strategic partners.

PREFERRED PROFILE:

Bachelor’s degree in Engineering, Business, Marketing, or a related field; Master’s degree preferred.
3+ years of experience in account management, B2B sales, or customer-facing roles in technical or manufacturing environments.
Proven ability to build and maintain strong Customer relationships, with a customer-first mindset.
Demonstrated success in achieving sales targets and managing strategic accounts.
Strong communication, negotiation, and business analysis skills.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced setting.
Proficiency in CRM platforms, sales reporting tools, MS Excel, and MS PowerPoint.
Ability to thrive in a collaborative, cross-functional team environment.
Willingness to travel up to 50% or more when necessary.

LOCATION: Remote

Job ID# 3246907

Artemis invites you to subscribe to our free Job Alerts and “The Hunt” Blog for free insights on hiring and career development.

Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

Someone who has managed larger OEMs.

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Midwest down to Texas and Southeast (Carolinas – do not go too far out east – this is not North East or PA – no NYC or Vermont, etc.
HVAC experience is desired; compartmentalized small products that go into other products; OEM type of businesses; outside sales structure. Meeting with customers, suppliers, going on-site.
Managing accounts ranging in size from $5M - $15M accounts
Seeing people from Honeywell and Cognex –

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Promote the Company’s vision and increase the awareness of our brands on the market through regular visits to accounts;
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.;
Manage the cycle of high added value and technological sales, including industrial equipment, delivery of services, and consulting:
Apply consultative selling methodology:
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied;
Understand our customers strategy and anticipate their challenges;
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown needs
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology;
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of the Company’s solutions;
Quotation, proposal drafting, negotiation and closing in compliance with the Company’s standards terms and conditions of contract;
Achieve and exceed sales objectives by developing the business through a constant pipeline built up with accounts assigned;

QUALIFICATIONS:

We are looking for ambitious and curious B2B sales executive with a passion for innovation. Our ideal candidate will have the following profile:

5+ years of experience in direct and consultative sales of high added value solutions, preferably in High Technology / System Integration / Services / Saas / Manufacturing / Industrial Equipment / 4.0 Industry / cutting room / CAD operations;
Experience and network in the Furniture industry will be appreciated;
Ability to hunt new opportunities and adaptability to new environments;
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned;
Experience in customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative selling methodology.
Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer;
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior;
Outstanding listening skills, to understand objectives and desired outcomes of the customers;
Ability to convince a prospect to accept the offer and close a deal;
Capacity to manage time effectively and coordinate tasks and activities to maximize effectiveness;
Self-discipline is required to document in detail each step of the sales cycle in our CRM (pipeline and forecast management against targets);
Good command of MS Office (Power Point, Excel, etc.)

LOCATION: Remote in Eastern or Central Time Zone

TRAVEL: There will be 50% of travel to customer sites and HQ offices (domestic and international; passport is required)

Job ID# 3373169

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[internal_notes] =>

going after new business. Targeting $100k - $120k salary on a 60/40 split. If above that range, we can still make them aware of the candidate.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a highly skilled Full Stack Network Engineer. This role demands a deep understanding of both front-end and back-end networking technologies, encompassing the design, implementation, and maintenance of comprehensive network infrastructures. The ideal candidate will be adept at solving complex networking challenges, ensuring optimal performance, security, and scalability of our network systems.

RESPONSIBILITIES:

Design, implement, and manage network infrastructure including routers & switches, interacting with firewalls, and load balancers across various platforms.
Familiar with circuit ordering and DWDM deployments
Familiar with Nexus 9K, 7k / Cisco 6500 environments and Arista
Experience with network operations systems: Cisco ACI, IOS/IOS-XE/IOS, Arista EOS
Ability to document and map in detail all connectivity on site to be used to identify business areas / stakeholders and used as a basis to produce a runbook for migration tasks.
Develop and maintain automation scripts to streamline network operations and ensure consistency across environments.
Collaborate with cross-functional teams to understand application requirements and translate them into network solutions.
Execute the planned migration activities according to the defined schedule and procedures, ensuring minimal downtime and business impact.
Ensure network security by implementing industry-best practices and conducting regular vulnerability assessments.
Troubleshoot and resolve network-related issues in a timely and efficient manner.

PREFERRED PROFILE:

Bachelor’s degree in computer science, Information Technology, or a related field.
Good English-speaking
Minimum 7 years of working experience
Experience with network operations systems: Cisco ACI/ IOS/IOS-XE/IOS, Arista EOS
Hands-on experience on CISCO ACI deployment and troubleshooting.
Hands-on experience on automation tools and scripting languages such as Github, Python, Ansible or Terraform?
Hands-on experience in setting up new data center networks and managing Cisco to Arista migration.
Hands-on experience to handle large scale data center environment.

Other technical Skills:

Expertise in network architecture and engineering, including TCP/IP, DNS, VPN, LAN/WAN, and QoS.
Deep understanding of Dynamic Routing Protocols (BGP, OSPF, EIGRP), Switching Concepts (VLAN’s, STP, RSTP, MSTP), and Link Aggregation
Proficient in network automation tools and scripting languages such as Github, Python, Ansible, or Terraform.
Strong knowledge of network security protocols and best practices.
Excellent problem-solving skills & analytical thinking and the ability to work under pressure.
Outstanding communication and teamwork skills.
Excellent Microsoft Office and Visio skills.
Adaptability and Continuous Learning.
Relevant certifications (e.g., CCNA, CCNP, JNCIA, JNCIS) are highly advantageous.

LOCATION: Hybrid in Chicago or New Jersey

Job ID# 3322008

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

Hiring Partners – We currently have few open positions for a Full Stack Network Engineer based in New Jersey/ Chicago (first preference is New Jersey). We would like to request your support in souring suitable and qualified profiles for this role as per the attached JD.

Please review the attached JD and share relevant profiles on priority. This is a time sensitive request as client has opened this position with other competitors, so your timely support will be highly appreciated as we are looking to move quickly on this requirement.

Key skills that we are looking in candidates:

Experience with network operations systems: Cisco ACI, Arista EOS and hands-on experience on CISCO ACI/ Aristas’ deployment and troubleshooting
Hands-on experience on automation tools and scripting languages such as Github, Python, Ansible or Terraform?
Hands-on experience in setting up new data centre networks and managing Cisco to Arista migration.
Hands-on experience to handle large scale data centre environment.

Location - New Jersey/ Chicago region (Hybrid)

Salary Range - $100-$125k

Please feel free to reach out in case you have any question or need additional details on this request. You can contact me direct at +91-9650696303 in case needed.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Project Manager leads enterprise software platform onboarding with emphasis on data integration and operational readiness. This role manages cross-functional initiatives including vendor contracting, internal training, data pipeline development, and stakeholder alignment to ensure successful platform adoption and business value realization.

REPSONSIBILITIES:

Lead end-to-end onboarding of enterprise software platforms, ensuring timely delivery and stakeholder alignment
Manage vendor and customer contracting workflows in coordination with Legal and Procurement teams
Oversee internal ticketing systems with proper documentation and resolution tracking
Design and implement internal training programs to drive platform adoption and user proficiency
Collaborate with data engineering teams on ETL processes, data pipeline development, and system integrations
Track project milestones, budgets, risks, and dependencies; provide regular updates to executive leadership
Ensure compliance with data governance, security standards, and regulatory requirements
Facilitate cross-functional collaboration across technical and business teams
Demonstrates proficiency with JIRA, Confluence, XML, JSON and Postman
Communicates with tact and diplomacy when working across teams, internally or with external business partners or clients
Conduct risk management to minimize project risks
Master Data Management: Develop, validate, and maintain detailed mappings and schemas in Excel to manage master data critical for actuarial analysis and compliance reporting

PREFERRED PROFILE:

Bachelor's degree in related field or equivalent work experience required
5+ years of project management experience in enterprise software or data-centric environments
Proven experience managing data projects including ETL workflows, pipeline architecture, and cross-system integrations
Strong communication and stakeholder management skills with ability to engage technical and executive audiences
Excellent organizational and problem-solving abilities with attention to detail
Ability to manage multiple priorities and deliver projects on time and within budget

PREFERRED QUALIFICATIONS:

PMP, Agile, or Scrum certification
Familiarity with enterprise data platforms (Palantir, Snowflake, or similar ecosystems)
Experience with data governance frameworks and compliance standards
Background in financial services, mortgage, or regulated industries
Experience working within one or more Software Development Life Cycle (SDLC) methodologies such as Waterfall, Agile, Iterative
Advanced proficiency with project management tools (JIRA, Confluence, MS Project)
Strong understanding of AI, machine learning, and data analytics

LOCATION: Remote

Job ID# 3472388

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COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

PREFERRED PROFILE:

We are seeking a senior engagement lead / client partner to join an Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.

RESPONSIBILITIES:

Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

PREFERRED PROFILE:

12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts.
Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

LOCATION: NYC/NJ (Hybrid - 3 days/wk)

Job ID# 3472092

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COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

PREFERRED PROFILE:

Solid knowledge of image processing techniques: Filtering, Binary Morphology, Perspective/Affine Transformation, Edge Detection
Strong understanding of machine learning: Regression, Supervised and Unsupervised Learning
Proficiency in Python and libraries such as OpenCV, NumPy, scikit-learn, TensorFlow/PyTorch.
Familiarity with version control (Git) and collaborative development practices

LOCATION: Santa Clara, CA

Job ID# 3471673

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[internal_notes] =>

Submission Format

Please find the attached resume of Candidate Name for Job Title role with Straive.

Kindly let us know if we can proceed further with this candidate.

Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline:

Availability for Video Interview (preferred slots)

Salary Expectation

Straive benefits:

API (Variable pay)
Medical, Dental & Vision Insurance
Group Life Insurance and Accident and Death Coverage for Employee
Business Travel Accident Insurance
401(k)Employee Retirement Plan - 4% match
Flexible Work Schedule
Personal Time Off (PTO)
Annual Merit Increase (AMI)
Technology Support

OMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a Senior Consultant for a leading bank. The role focuses on identifying, assessing and monitoring credit risk across lending portfolio. The candidate will work closely with various stakeholders, including business units, risk management, and regulatory teams to develop and implement credit risk strategies and policies. Expertise in at least one domain — Credit Risk, Collections, or Recoveries — is required.

RESPONSIBILITIES:

Credit Risk Monitoring: Continuously monitor risk exposures, identify and escalate potential credit risk issues to senior management and the risk committee to ensure timely mitigation.
Credit Risk Strategy Development: Develop, maintain, update & implement credit risk policies, procedures, and guidelines to ensure alignment with regulatory requirements and industry best practices.
Credit Risk Modelling: Develop, maintain, and validate credit risk models to estimate potential losses and predict credit risk. Collaborate with data scientists and analysts to integrate credit risk models with other risk models.
Stakeholder Management: Inform and advise senior management, business units, and stakeholders on credit risk, and provide training on credit risk management and policies.
Data Analysis and Reporting: Analyze large datasets to identify credit risk trends, and present findings to senior management using SQL, Python, and data-driven insights, providing clear and compelling recommendations.
Credit Risk Assessment: Analyze and evaluate creditworthiness of customers, counterparties, and transactions to identify potential credit risks. Conduct thorough credit reviews, including financial statement analysis, industry research, and market trends.
Regulatory Compliance: Ensure compliance with credit risk regulations, such as Basel II/III, Dodd-Frank, and other applicable laws and regulations. Collaborate with regulatory teams to respond to regulatory inquiries and examinations.

PREFERRED PROFILE:

Bachelor’s degree in finance, Economics, Data Science, Engineering or a related field; master’s degree preferred.
Minimum of 4 years of experience in credit card analytics, with a focus in at least one of the following areas - Credit risk/Collection/Recoveries Analytics
Proficient in SQL and Python; experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
Excellent analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
Strong communication and presentation skills, with the ability to convey technical information to non-technical stakeholders.

LOCATION: New York, NY

Job ID# 3471670

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COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

Our client is seeking assistance with reviewing and optimizing their fraud processes, as well as training staff in fraud operations management.

RESPONSIBILITIES:

Fraud Trend/Data Analysis: Analyze data to identify emerging fraud trends, patterns, and anomalies. Collaborate with internal and external teams to provide insights into global and localized fraud trends.
Rule Development & Optimization: Partner with the Client team to design, test, and implement customized fraud detection rules, enhancing Client’s ability to proactively identify fraud risks. Monitor rule effectiveness, adjust parameters based on fraud patterns, and document rule changes.
Documentation & Reporting: Maintain detailed records of case findings, rule changes, and process improvements, contributing to the team’s knowledge base.
Client Enquiry Management: Collaborate with fraud investigation teams to provide timely responses and resolution strategies for client-reported incidents.
Data Analysis for New Fraud Model: Support data analysis to evaluate the effectiveness of the new Client fraud management model and assist with the go forward strategy.

LOCATION: New York, NY

Job ID# 3471666

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[internal_notes] =>

Submission Format

Please find the attached resume of Candidate Name for Job Title role with Straive.

Kindly let us know if we can proceed further with this candidate.

Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline:

Availability for Video Interview (preferred slots)

Salary Expectation

Straive benefits:

API (Variable pay)
Medical, Dental & Vision Insurance
Group Life Insurance and Accident and Death Coverage for Employee
Business Travel Accident Insurance
401(k)Employee Retirement Plan - 4% match
Flexible Work Schedule
Personal Time Off (PTO)
Annual Merit Increase (AMI)
Technology Support

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Analyzes business requests and applies critical thinking and research skills to design effective solutions with minimal supervision.
Follows established procedures and templates to collaboratively develop detailed requirements in a consistent manner.
Performs specialized assignments, solves complex problems, and develops non-traditional solutions through analytical thinking.
Communicates complex concepts to the development team, generating clarity and alignment on projects.
Develops process flows, writes requirements, and completes user acceptance testing with speed and accuracy.
Demonstrates proficiency with JIRA, Confluence, LucidCharts, XML, JSON and Postman
Communicates with tact and diplomacy when working across teams, internally or with external business partners or clients.
Learns and quickly adapts to changing technology and procedures.
Plans and prioritizes work in a self-directed manner, working on multiple projects simultaneously to meet deadlines.
Documents processes and systems, prepares client-facing user documentation, and provide updates via client meetings and presentations.

PREFERRED PROFILE:

3+ years of work experience as a Senior Business Analyst or in a similar role.
Experience working within one or more Software Development Life Cycle (SDLC) methodologies such as Waterfall, Agile, Iterative.
Experience with B2B Software-as-a-Service (SaaS) applications, cloud technologies and API development and integration.
Fundamental understanding of User Experience (UX) design principles for mobile and desktop applications.
Hands-on experience working with credit reports, verification solutions, or loan origination systems highly desired.

LOCATION: Remote

Job ID# 3254114

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[internal_notes] =>

Summary of position skills needed according to the hiring manager:
Mortgage or Consumer Fraud/Risk
Mortgage Originations or Operations
Business Analysis General
APIs
Project Management General

COMPANY PROFILE:

POSITION OVERVIEW:

The Operations Manager is responsible for managing the day-to-day business and processes for mailing, assembly, postal, safety and security and building maintenance of the KP Salt Lake City facility.

RESPONSIBILITIES:

Directly supervises employees and carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
Develops and maintains operations business and process plan including but not limited to labor, equipment, materials and subcontract requirements and costs.
Coordinates operations activities with all other functions of the organization and suppliers to obtain optimum production and utilization of human resources, machines, and equipment.
Reviews production and operating reports and directs the resolution of operational, manufacturing, and maintenance problems to ensure minimum costs and prevent operational delays.
Determines responsibilities of assigned organization positions to accomplish business objectives; Establishes and maintains production schedules, work procedures and worker requirements for completion of work requirements.
Establishes and maintains production and quality control standards.
Ensures all assigned employees are aware of and comply with company, government, and customer policies, procedures, and regulations.
Ensures the maintenance of the building is up to the standards of KP and the landlord. Interprets company policies to workers, enforces safety and security regulations, and leads the team for safety and security.
Other duties as requested or assigned.

PREFERRED PROFILE:

Education, Experience and Training (Knowledge):

7-10 years’ experience in production planning and management experience.
Strong working knowledge of print, mail and fulfillment,
Demonstrated knowledge and use of MS Office. Dynamics AX is a plus

Skills and abilities:

Leadership skills to inspire respect and trust; motivates others to perform well; effectively influences others toward accomplishment of objectives/goals; establishes productive relationships
Excellent verbal, written and listening skills; ability to read, create and explain SOP's; clearly communicate detailed instructions; effectively respond to or present information to customers, vendors and KP employees
Manages, plans and prioritizes department and multiple tasks simultaneously, organizes and schedules workflow, materials and time effectively.
Excellent problem solving skills; ability to analyze situations to anticipate/identify potential problems; collect relevant information, evaluate options and recommend measures to improve efficiently, effectiveness and qualify of manufacturing equipment, processes and worker performance.
Understands requirements of safety and security requirements and maintains the team and the requirements.

LOCATION: Salt Lake City, UT

Job ID# 3013198

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[internal_notes] =>

KP provides medical insurance for our employees (typical plan with “buy-up” options for reduced out of pocket costs / reduced deductibles and co-pays). Employees have to pay for spouse / dependents.
Health Savings Account (HSA) – I contribute $300 per paycheck (26 pay days per year) for tax savings on out of pocket medical/pharma.
Basic Life Insurance @ $10,000, can “buy-up” to add more coverage
Basic AD&D @ $10,000, can “buy-up” to add more coverage
Long-term disability at modes $5,600, can “buy-up” to add more coverage
Short-term disability @ $550 (not sure what cadence that payout is), can “buy-up” to add more coverage
Voluntary Optional additions (at employee’s cost): Vision, Dental, Life Insurance, AD&D, LFSA (flexible spending account), Dependent care reimbursement, Accident, Identity theft, Critical illness plans.
401(k) day one, (Fidelity) company matches 50% up to the first 3% of the employee’s contribution.
Travel and entertainment reimbursement.
Company cell phone and laptop, and office supplies, etc.

1/07/25 per chris... Came across this company that may be a target for KP.

Overview

OSG delivers leading Customer Communications Management (CCM) solutions providing multichannel communications that drive customer engagement. With over 50 years of experience, we enable 5,000+ customers to create engaging relationships one communication at a time across their customer journeys.

Website

https://osgconnect.com

Verified page

------------------------------------------

MN is less ideal (prefer Denver West for the enterprise rep)

The new Med Device / Life Sciences role I just emailed about will not have that geographic constraint, and will work with our SLC facility predominantly.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

We are seeking a skilled Electro-Mechanical Assembler to support the production and assembly of computer vision–based defect detection kits used for identifying defects in wooden pallets on industrial lines. The ideal candidate will assemble, wire, and integrate electronic and mechanical components — including cameras, lighting, sensors, and control units — into robust, field-ready enclosures.

This role requires hands-on expertise in electrical wiring, mechanical assembly, and basic testing of embedded vision systems in a production or R&D environment.

RESPONSIBILITIES:

Assemble electro-mechanical sub-systems for computer vision inspection kits, including camera modules, lighting, power supplies, and industrial PCs.
Perform electrical wiring, crimping, soldering, and cable harness routing according to schematics and assembly drawings.
Mount cameras, sensors, and lighting fixtures on brackets or custom mechanical structures with precision alignment.
Integrate enclosures, cooling systems, and protective housings suitable for industrial use.
Conduct basic functional testing — verifying camera connectivity, lighting performance, and power safety checks.
Collaborate with design engineers to identify and resolve mechanical fit, wiring, or component compatibility issues.
Maintain accurate records of assembly steps, materials used, and quality checks.
Follow ESD, safety, and cleanroom procedures where applicable.
Support continuous improvement of the assembly process and standard operating procedures.

PREFERRED PROFILE:

Diploma or Degree in Electronics, Mechatronics, Electrical, or Mechanical Engineering (or equivalent technical training).
2–5 years of hands-on experience in electro-mechanical assembly or integration, preferably in automation, robotics, or vision systems.
Proficient in reading electrical schematics, mechanical drawings, and wiring diagrams.
Familiarity with industrial connectors, cable routing, and panel wiring standards (24VDC, 230VAC).
Experience with industrial cameras (GigE, USB, or IP), LED lighting systems, or sensors is an advantage.
Basic understanding of computer hardware, power supplies, and network connections (Ethernet/PoE).
Skilled in using hand tools, torque drivers, crimping tools, and measuring instruments.
Strong attention to detail, with a focus on build quality and reliability.

Preferred Skills

Experience assembling machine vision or automation control panels.
Exposure to PLC or embedded control wiring.
Ability to perform bench testing and calibration of assembled units.
Knowledge of IP-rated enclosures and industrial installation standards.

LOCATION: New Jersey

Job ID# 3470170

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COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFFERRED PROFILE:

Sales, Business Development, and Account Management skills
Minimum of 5 years experience in B2B sales and presenting product/service solutions
Strong negotiation and communication skills
Ability to build and maintain client relationships
Knowledge of financial services, payments or banking industry
Proven track record of meeting sales targets
Self-motivated and results-driven individual
Bachelor's degree in Business, Marketing, or related field

LOCATION: Remote or hybrid (3x a week) if local to Alpharetta, GA

Job ID# 3401100

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[internal_notes] =>

If in ATL they need to report to the office 3x a week

May go up to $150k but they would have to be a #1 draft pick type of all-star. Sr Sales role comes with 75k shares of equity

- What % of travel is expected for this position? Is it considered an inside sales or outside sales role? Outside, I would put it 30-40% outside, we are driving for more in person conversations.

- How many sales reps are currently on this team today? How is the territory divided? 7 – Currently vertical assignments. (Financial Services, Healthcare, Real Estate, Auto, manufacturing, Insurance, Utilities, Telcom, Media, Govt, Payroll, - Flexible on vertical assignments and will consider their experience in a given role.

- Who is the target market (i.e .applicable verticals and titles of who they call on, what departments)? Head of Payments, Chief Risk Officer, CTO, Head of Treasury,

- What is the commission breakdown for an AE? Is it a 50/50 split (i.e. $125k base, OTE $250k at plan?) 125K Base & Uncapped on comp. Comp is essentially 10% of billable revenue in Yr1, Yr 2 is 2%. 12 months start on the 1st month of billing not contract execution.

COMPANY OVERVIEW:

POSITION OVERVIEW:

PREFFERRED PROFILE:

Sales, Business Development, and Account Management skills
Minimum of 5 years experience in B2B sales and presenting product/service solutions
Strong negotiation and communication skills
Ability to build and maintain client relationships
Knowledge of financial services, payments or banking industry
Proven track record of meeting sales targets
Self-motivated and results-driven individual
Bachelor's degree in Business, Marketing, or related field

LOCATION: Remote or hybrid (3x a week) if local to Alpharetta, GA

Job ID# 3401100

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[internal_notes] =>

If in ATL they need to report to the office 3x a week

May go up to $150k but they would have to be a #1 draft pick type of all-star. Sr Sales role comes with 75k shares of equity

- What % of travel is expected for this position? Is it considered an inside sales or outside sales role? Outside, I would put it 30-40% outside, we are driving for more in person conversations.

- Who is the target market (i.e .applicable verticals and titles of who they call on, what departments)? Head of Payments, Chief Risk Officer, CTO, Head of Treasury,

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Litigation Attorney will manage all phases of complex litigation within foreclosure, real estate and financial services, from investigation and pleadings through trial and appeal. This role involves drafting legal documents, conducting discovery, representing clients in court proceedings, and providing strategic legal counsel to support favorable outcomes. The ideal candidate will possess strong analytical, negotiation, and communication skills and thrive in a fast-paced environment requiring sound judgment and attention to detail.

RESPONSIBILITIES:

Manage a caseload of contested foreclosure matters from inception through resolution, including pleadings, discovery, motion practice, settlement negotiation, and trial preparation.
Appear in state courts throughout New York for conferences, hearings, and motions.
Draft, review, and argue motions (including summary judgment and dismissals).
Conduct legal research and prepare memoranda on complex foreclosure and real estate issues.
Communicate effectively with clients, opposing counsel, court personnel, and internal team members.

PREFERRED PROFILE:

Juris Doctor (J.D.) from an accredited law school.
Admitted and in good standing with the New York State Bar.
3–5 years of litigation experience, preferably in foreclosure, real estate, or financial services.
Strong written and oral advocacy skills, with experience drafting and arguing motions.
Excellent organizational skills and ability to manage multiple cases and deadlines.
Ability to work independently and collaboratively in a fast-paced environment.
Familiarity with foreclosure-related statutes, court procedures, and e-filing systems (NYSCEF).

YOU'LL STAND OUT IF YOU HAVE:

Experience representing lenders, servicers, or investors in foreclosure actions.
Trial or evidentiary hearing experience.
Proficiency with legal case management systems and document management software.

LOCATION: Remote

Job ID# 3469790

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[internal_notes] =>

We can always look into it if you find someone really good, but we prefer you look in states that we are established in:

AZ, FL, GA, NC, NJ, NY, OH, SC, TX, UT, VA. So, if you find someone in a state other than this, please let me know. I can tell you we will NOT hire in Mass. Or CA.

Also, attorneys to steer clear from:

Stuart Frame

Todd Marks

Duncan Eigg

Steve Vargas

Michelle Bonsignore

Attorneys who were with me at Tromberg but left:

Kristin Bolduc

Attorneys who I worked with at my last place and had to lay off when I came to Tromberg (just being honest as they may have a bad taste based on the layoff

Lauren Russo

David Wildermuth

Victoria Markert

COMPANY OVERVIEW:

POSITION OVERVIEW:

Under the direction of the Loan Review Manager or assistant manager, will provide assistance for the independent and objective evaluation of the quality of the loan portfolio, the adequacy of loan documentation, and the effectiveness of loan administration functions. Assists with the effective communication of results of reviews, in verbal and written forms.

PREFERRED PROFILE:

Bachelor’s degree from an accredited college or university in a business-related field required. Accounting or Finance major preferred.
A minimum of 8 years of experience as a Federal Bank Examiner, Loan Review or Credit Analysis capacity is required.
Risk Management Association Credit Risk Certification required.
Willingness to provide a level of service which will clearly differentiate from competitors.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

RESPONSIBILITIES:

Thorough knowledge of commercial and consumer lending, banking laws and regulations, to effectively assist with the assessment of credit risk and the monitoring of compliance with loan policy, policies and procedures, applicable laws and regulations.
Assists with identification and assessment of credit, legal and strategic risks arising from lending activities.
Assesses collectability of extensions of credit through review of customer financial information, collateral information and documentation, and payment history. Assigns appropriate risk grades to reflect relative risk of default or loss. Recommends corrective actions to assist with resolution or workout of problem situations.
Evaluates adequacy of loan and collateral documentation and the effectiveness of loan administration.
Reviews commercial credits of all types and complexities.
Performs tasks related to the Loan Review function including sample selection, review of workpapers completed by other Loan Review staff, and preparation of reports conveying the results of the unit review.
Leads exit meetings for unit reviews.
Provides guidance for Loan Review staff.
Assists in special projects including due diligence work.
Works under the supervision of the Loan Review Department Manager or assistant manager.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Good working knowledge of commercial lending, including collateral documentation, generally accepted practices and financial analysis skills.
Must be willing to work as part of a team.
Proficient in Microsoft Word, Excel and Outlook.
Ability to utilize tools provided in performing job responsibilities.

LOCATION: Remote

Job ID# 3469211

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JOB SUMMARY:

POSITION OVERVIEW:

If you are passionate about practicing law and eager to make a difference for your clients, we encourage you to apply for this exciting opportunity as an Associate Attorney.

RESPONSIBILITIES:

Handle multiple files, including complaints, pleadings and hearing preparation and attendance.
Provide input to management related to ongoing improvements on NJ process.
Maintain strong relationships with clients and provide exceptional customer service.
Manage and work a caseload of files including attending trials, discovery, hearings and other court appearances as necessary.
Draft pleading and motions as needed.

PREFERRED PROFILE:

2 plus years of Foreclosure experience.
Organized and independent worker
Excellent verbal and written communication skills
Problem solving skills
Ability to multi-task and juggle competing priorities
Licensed in New Jersey is required.
Strong computer skills
Litigation & Court room: 1 year min
Creditor rights: 1 year min.

LOCATION: Remote

Job ID# 3468608

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[internal_notes] =>

Jobs:

We would LOVE an atty with NY and NJ Bar, that is a win.
BK experience also a plus
NY Attorney – we would hire up to 3, maybe we can work something out if that happens on price 😉
1-3 years 80 to 110 – Handle mostly uncontested, complaints, judgment, light hearings.
3 plus years 100 to 145 – Handle litigation but also help where needed, trials, hearings, motion practice.
NJ Attorney – we need 2 attys, maybe one newer and one more experienced.
1-3 years 80 to 110 – Handle mostly uncontested, complaints, judgment, light hearings.
3 plus year- 7 100 to 145 – Handle litigation but also help where needed, trials, hearings, motion practice.
7 plus years 150 to 185 and bonus (may be open to profit share if manages) Must be able to do all above.
If you have experienced NY and NJ and BK we can look at 150 to 200 (maybe) I need to really be sold, but bonus may be way to get there.

Ari said if you go to the websites, you can pull firms in our industry.

https://www.alfn.org/

https://www.usfn.org/

We can always look into it if you find someone really good, but we prefer you look in states that we are established in:

AZ, FL, GA, NC, NJ, NY, OH, SC, TX, UT, VA. So, if you find someone in a state other than this, please let me know. I can tell you we will NOT hire in Mass. Or CA.

Also, attorneys to steer clear from:

Stuart Frame

Todd Marks

Duncan Eigg

Steve Vargas

Michelle Bonsignore

Attorneys who were with me at Tromberg but left:

Kristin Bolduc

Attorneys who I worked with at my last place and had to lay off when I came to Tromberg (just being honest as they may have a bad taste based on the layoff

Lauren Russo

David Wildermuth

Victoria Markert

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Director of Business Partnerships & Platforms will own the strategy, growth, and performance of the partner ecosystem. This includes deepening relationships with existing partners, identifying and activating new ones, and developing joint go-to-market initiatives that drive mutual value. The ideal candidate brings a blend of commercial savvy, technical understanding, and strategic partnership experience within fintech, payments, or financial services.

They are growing fast and looking for a strategic, relationship-driven leader to expand and strengthen their partner and platform ecosystem.

RESPONSIBILITIES:

Partner Management & Growth (60%)

Manage and expand revenue from existing partners and embedded platforms.
Develop joint business plans, set shared KPIs, and drive co-marketing or co-selling opportunities.
Conduct quarterly business reviews (QBRs) and performance evaluations.
Support technical enablement and solution integration with platform partners.

New Partner Acquisition (30%)

Identify, recruit, and onboard new strategic partners and distribution platforms.
Build the business case for partnership opportunities including TAM, integration value, and revenue potential.
Lead commercial negotiations, contracting, and implementation handoffs.

Strategy & Enablement (10%)

Work cross-functionally with Product, Sales, and Marketing to align partner strategies with core go-to-market objectives.
Maintain a deep understanding of market trends and competitor landscapes to inform partner development efforts.
Build internal frameworks for measuring and reporting partner impact on revenue.

PREFERRED PROFILE:

Required:

7+ years of experience in partnerships, business development, or platform strategy within financial services, fintech, payments, or related industries.
Proven track record of managing and expanding revenue-generating partnerships.
Strong commercial acumen with experience negotiating contracts and structuring deals.
Exceptional relationship management, communication, and cross-functional collaboration skills.
Ability to work independently, manage complex partner ecosystems, and thrive in a high-growth, fast-paced environment.

Preferred:

• Experience with account validation, payment processing, fraud prevention, or open banking solutions.

• Familiarity with API-based platform integrations or BaaS partnerships.

• Prior experience in a startup or scale-up environment.

LOCATION: Remote or hybrid (3x a week) if local to Alpharetta, GA

Job ID# 3401081

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[internal_notes] =>

If in ATL they need to report to the office 3x a week

8/21 - the base is at 200k and OT is another 50k and uncapped

8/15: the equity is 100K shares, not $100K.

- What does the current partner environment look like? What specific types of partners is ValidiFI interested in integrating with? Platform providers, middleware companies, decisionengines/loan orig systems, Payment Platforms , We have less than 10 today and would expect to be 5x over the next 24 mo.

- What % of travel is expected for this role? Similar travel requirements as SR S

COMPANY OVERVIEW:

This is a leading regional provider of infrastructure and industrial services. The Company’s services include pipe rehab, pipe cleaning and inspection, manhole rehab, pipe lining, industrial cleaning, and waste treatment. Through its network of 10 locations and over 200 employees across the Midwest and Southeast U.S., they complete approximately 3,000 projects each year for a diverse customer base across the municipal, industrial and residential sectors.

The company is active and has completed 7 acquisitions since 2020. The Ohio Valley branch has been operating in Cincinnati for over 20 years and utilizes a team of approximately 40 employees to perform a diverse range of pipe lining, cleaning and inspection services for municipal, industrial and residential customers. The Ohio Valley segment is a growing, high margin business unit with significant expansion opportunity.

POSITION OVERVIEW:

The GM will oversee the daily operations of Ohio Valley segment and be responsible for the safe, efficient, and cost-effective management of all branch activities, ensuring alignment with organizational goals and business unit strategies. You will drive financial performance, operational excellence, and employee development across multiple service lines.

The OH region is performing well and has grown Sales and EBITDA organically in 2024 and 2025. The company expects the region to continue its growth in 2026 and 2027. Growth will come from:

Further investment in the fleet and total crew count of the company’s residential lining business
Investment in commercial lining capabilities
Capturing additional volume and contracts in the Company’s core cleaning and televising segment.

The successful candidate will be a strategic business leader with a proven track record of success. You will be responsible for a key P&L and will be a visible leader throughout the organization.

RESPONSIBILITIES

In concert with the COO, develop financial goals and strategic initiatives for the OH Business Unit and be accountable for the operations and profitability of the business.
Promote a culture of quality, safety and continuous improvement. Identify and facilitate additional improvements in delivery of customer service, execution, pricing, and profitability.
Recruit, develop, and retain top talent to build a high-performing, engaged team.
Collaborate with business unit & sales leaders to support sales initiatives, enhance service delivery, optimize resource utilization, and achieve growth targets.
Ensure the effective maintenance, organization, and utilization of branch equipment and inventory.
Monitor branch financial performance, implement cost control measures, and ensure operational efficiency across multiple service lines.
Partner with Human Resources & Business Unit Directors to manage performance reviews, coaching, and employee development plans.
Track and manage key performance indicators (KPIs), including revenue, productivity, and customer satisfaction.
Ensure branch compliance with all corporate policies, industry regulations, and safety standards.
Serve as a liaison between branch operations and business unit & executive leadership, supporting company-wide initiatives and strategic objectives.

PREFERRED PROFILE:

Proven leadership experience with a successful track record in team management and operational oversight in residential and/or commercial services industries.
Exceptional leadership and interpersonal skills with the ability to motivate and influence across all levels.
Excellent verbal and written communication skills, with the ability to mentor and train team members effectively.
Strong organizational skills with the ability to manage multiple projects, service lines and priorities in a fast-paced environment.
Experience in budget management, cost control, and revenue growth strategies.
Knowledge of safety protocols, regulatory compliance, and industry best practices.

LOCATION: Cincinnati

Job ID# 3458917

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[internal_notes] =>

5 years of professional experience in Project Management, Operations Management, or Branch Management.
Direct experience managing operations within the residential and/or commercial services industry, including hands-on experience working in the field.
Proven success in leading, coaching, and managing large teams (e.g., 30+ employees), focusing on team development and performance.
Strong financial management skills, including Budget Management, Cost Control, and direct experience with P&L (Profit and Loss) oversight.
Compliance: Demonstrated knowledge of regulatory compliance, safety protocols, and adherence to industry best practices.
Relevant industry trade license (e.g., Plumbing, HVAC, Electrical) preferred.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.

RESPONSIBILITIES:

Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.
Become the trusted advisor to top-tier asset and wealth-management clients.
Design and deliver AI-driven solutions/roadmap to grow AUM and save costs.
Lead 10+ membered teams, keep projects on track, and expand each win into new work.
Pitch ideas, craft proposals, and present clear, actionable insights.
Lead project leads, data scientists, and consultants to drive top-tier delivery.

PREFERRED PROFILE:

8+ years in building sales and marketing analytics/AI solutions in the investment management industry.
Self-driven with strong leadership and problem-solving skills.
Excellent communication skills to translate complex analysis for senior executives.
Growth mindset; comfortable building from scratch.
Proven experience and expertise in applying AI to solve cross-functional challenges (distribution, research, operations, risk) in the investment management domain.

LOCATION: NYC/NJ

Job ID# 3468294

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The Client Services Specialist is responsible for servicing clients by facilitating and coordinating all phases of service requirements while adhering to client specifications and company guidelines.

RESPONSIBILITIES:

Gather client specifications for print, mail, fulfillment, and/or technology-based solutions, coordinate with internal resources and proactively communicate with customers to provide accurate estimates and proposals.
Compare customer specifications to operational instructions, work orders, change orders and invoicing to ensure that all elements and necessary documents are accurate, complete and in accordance with customer agreements.
Prepare and provide accurate reports and analytics to the client and/or sales and proactively communicate key milestones and status before, during and after jobs, projects and programs.
Assist Sales in the retention and growth of client programs by helping to manage client relationship including communications with client on current business issues.
Maintain active, timely and effective communications between sales, operations, and the customer by: participating in meetings, business reviews and conference calls, follow-up on all customer and sales inquiries; and compiling reports and metrics as necessary.
Schedule and coordinate with suppliers to ensure delivery dates are met.
Collaborate proactively with team members to back-up and adequately distribute work load to ensure client deadlines are met.

PREFERRED PROFILE:

1.Education, Experience and Training (Knowledge):

Associates degree (A.A) from two-year College; plus one to two years related experience and/or training; or equivalent combination of education and/or 2 years Customer Service experience.
2 years experience in print, mail, fulfillment, marketing a plus.
Basic knowledge of Microsoft Office products including Word, Excel and Outlook.

2.Skills and abilities:

Strong Customer service skills to proactively anticipate customers’ needs; commitment to exceeding customer expectation. Works with customer to develop realistic time frames and objectives.
Strong verbal, written and listening skills; ability to read, understand and follow SOP’s, supervisor instructions and safety, security and quality procedures, clearly and effectively communicate with customers and employees.
Team Work to balance team and individual responsibility. Works collaboratively to meet needs of department. Shares information with others.
Good interpersonal skills; ability to get along with employees and respond positively to instructions and procedures.
Works on multiple projects simultaneously.
Use self-management skills to plan, organize and prioritize work

LOCATION: Seattle, WA (Renton)

Job ID# 3371759

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COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a Senior Director of Product Management that will be responsible for developing and implementing business strategies for increasing market penetration and profits across all product families. Managing a product marketing and pricing team the incumbent will own the Growth, Profit, Lifecycle Management, and Product Strategy for assigned products. They will provide global leadership for organizing all aspects of their assigned business area including market research, new product introduction and growth initiatives, product management, product roadmaps, pricing, promotions, sales channel training, cost reductions, etc.

RESPONSIBILITIES:

Lead product management for global product families and markets. Develop, lead, and communicate clear strategic initiatives to achieve growth and profit targets
Develop product strategies and roadmaps across all product lines
Drive new product development initiatives and, at times, act as a project manager to ensure customer-needed features and benefits are delivered on time and on budget
Optimize product line profitability for each product line within the assigned business area by:
Maximizing price based on lifecycle analysis and market dynamics as well as the full value proposition offered, i.e. – technology, delivery, quality, speed, etc.
Partnering with Operations to drive out cost
Determine the optimal prices for the Company’s products or services globally; oversee pricing process, implementation, and communication to customers globally
Partner with Sales for areas of product lines including price, voice of customer, market readiness, marketing plan, sales, channel, and customer acquisition to achieve growth targets
Partner with Operations and Supply Chain for cost including design for manufacturing, ongoing manufacturing cost improvements, and Supply Chain cost/availability to achieve profitability targets
Partner with Mar Coms and Engineering to maintain a clear understanding of changing competitive landscape and product innovation
Continuously assess customer line profitability for opportunities across business area, product lines and families to grow margins
Own life cycle management of business area and continuously assesses product performance versus plan, product strategic positioning, and product risk mitigation necessities given changing technologies and customer dynamics
Collaborate with customers, external partners and market experts, and internal cross-functional team members to identify and drive growth initiatives via the New Product Introduction (NPI) Process
Effectively manage a globally dispersed team; develop and motivate an effective product management organization

PREFERRED PROFILE:

Bachelor’s degree required. A degree in engineering or business preferred
MBA preferred
Requires a minimum of five (5) years of relevant industry and product management preferably in an industrial, business to business organization
At least three years of effectively managing a team
Ability to lead and influence cross-functionally without direct line authority
Overall business savvy, market expertise, and operational understanding
Excellent communicator
Visionary able to motivate others to achieve and win as a team
Negotiation/persuasion skills
Working knowledge of MS Office, or equivalent productivity suites, currently in use by the Company
Customer facing position – travel required 20% of the time

LOCATION: Remote (Columbus preferred)

Job ID# 3164691

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The primary function of this position is to perform the sales of solutions, by actively prospecting, acquiring and closing new businesses, using various combinations of the companies broad products and services. This person will be responsible for manage the cycle of high added value and technological sales, including industrial equipment, SW, delivery of services, training, consulting and recurrent maintenance contracts.

RESPONSIBILITIES:

Promote Company’s vision and increase the awareness of our brands on the market through regular visits to accounts;
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.;
Apply consultative selling methodology:
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied;
Understand our customers strategy and anticipate their challenges;
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown needs;
Manage the cycle of high added value and technological sales, including industrial equipment, SW, delivery of services, training, consulting and recurrent maintenance contracts
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology;
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of Company’s solutions;
Quotation, proposal drafting, negotiation and closing in compliance with Company’s standards terms and conditions of contract;
Achieve and exceed sales objectives by developing the business through a constant pipeline built up with accounts assigned;

PREFERRED PROFILE:

We are looking for ambitious and curious B2B sales executives with a passion for innovation. Our ideal candidate will have the following profile:

At least 5 years of experience in direct and consultative sales of high added value solutions, preferably in High Technology / System Integration / Services / SaaS / Manufacturing / Industrial Equipment / 4.0 Industry / IIOT / cutting room / CAD operations
Experience within the Industrial Manufacturing space (i.e. Aerospace + Defense, Recreational Manufacturing, etc.)
Ability to hunt new opportunities and adaptability to new environments.
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned.
Experience in customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative selling methodology. Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer.
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior.
Outstanding listening skills, to understand objectives and desired outcomes of the customers.
Ability to convince a prospect to accept the offer and close a deal.

POSITION QUALIFICATIONS:

Excellent written and verbal communication skills, including high-level sales and presentation skills.
Proven ability to generate new business within new and existing accounts and drive projects at the C-level.
Ability to qualify needs and translate into solutions for the customer.
Demonstrated ability to work well under tight deadlines and pressure without compromising standards.
Proven track record selling directly to customers (B2B) and the ability to develop and negotiate deals.
Strategic planning mindset
Must be computer literate (Microsoft Office including Word, Excel and PowerPoint.) Proven competency in creating and delivering effective PowerPoint presentations
Display a high level of energy and sense of urgency to drive sales to closure. Relentless commitment and passion to the company and our clients.
Charismatic, bright and analytical with a “can-do” mentality.

TRAVEL:

50% travel to prospects, customers and HQ offices (including international travel)

LOCATION: Remote in Western United States

Job ID# 3445519

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[internal_notes] =>

$105k base + $70k VC = $175K OTE

OTE $175k - $200k OTE

base $105k - $120k; OTE $175k - $200k (60/40 split)

COMPANY OVERVIEW:

POSITION OVERVIEW:

The mission of this position, within the R&D department is to:

Design, develop and manufacture increasingly innovative, high-performance and reliable industrial technological solutions (i.e., those that can be mass produced and easily assembled) at the best overall cost for the Company, while also assuring they are aligned with their environmental and social responsibilities.
Maintain the installed base of capital equipment / heavy machinery of different generations installed worldwide
Prepare the future of the Company's offering.

The teams are driven by a common approach: progress at all levels, through continuous improvement, in a Lean development perspective. Their strategy is to bring value to their customers and to optimize the customer's satisfaction. In the long term, this Company's solutions are positioned on a high-end segment, utilizing high technology, while adding value, and quality.

The Electrical Engineering Manager manages a team of 2-4 people in Tolland (Connecticut) dedicated to cutting room machine developments (“Produce line”). As a manager, you'll work closely with the Electrical Engineering Director to:

Allocate Resources: Distribute local team members to projects.
Develop Team Skills: Plan and lead initiatives to grow your team's expertise.
Drive Improvement: Ensure the team follows best practices and continuously improves within a global framework.

The Electrical Engineering Manager will be responsible for leading specific electrical development and sustaining projects with contribution of remote teams located in France and China.

RESPONSIBILITIES:

Manage local Electrical Engineering (EE) team to allocate resources to new development and sustaining activities according to priorities. Mobilize and motivate the team and make the employees accountable to achieve set objectives.
Develop local EE team competencies and implement best practices to improve capability of the team to deliver best designs requiring electronic circuitry design, power electronics, cabling, and machine conformity.
Facilitate global collaboration of the local EE team with remote teams and other practices at a global scale. Support improvement and harmonization of practices among different company’s locations (France, China).
Manage electrical deliverables to secure new development, ensure sustaining and customer satisfaction according to budget, delay, and the level quality defined. Work proactively with project managers and sustaining to identify new opportunities and best compromises.
Implement and monitor relevant indicators in line with objectives. Report progress as appropriate and anticipate risks. Team up with global EE team and project management to mitigate those risks. Raise warning and request support or arbitration when needed.
Lead continuous improvement concerns beyond R&D and implementation of harmonized EE practices. Work with the tech tools administrator (responsible for Electrical CAD, PLM, ERP, ...) to improve tools and team efficiency. Lead change when necessary, and foster innovation.

QUALIFICATIONS:

Engineering Degree with 10+ years of experience in electrical engineering in a similar role working on complex projects
In depth knowledge of electrical design and systems integration in an industrial environment
Proven management and leadership skills
Proven success in coordinating multiple projects with cross functional teams
Experience of both waterfall and agile development methodologies
Ability to foster innovation and drive change
Intercultural skills: experience working with global teams
Desired skills:
Cross disciplinary skills in software and mechanics
Experience with JIRA, SEE electrical, Mentor Xpedition or Pads
Bilingual in French

LOCATION: Hybrid in Tolland, CT

Job ID# 3316397

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[internal_notes] =>

Consultant Hiring: This involves a different budget and needs to be discussed with Christophe Maheo. To initiate this conversation, I would appreciate knowing if we have a larger pool of suitable candidates and a preliminary budget estimate. If the initial findings indicate promising opportunities, I will need to conduct further investigations.

Salary Expectations: In light of our conversation two weeks ago, it has become clear that our limitations stem not only from the Tolland site location and broader economic conditions, but also from the candidates' salary expectations. Could you please verify if our current salary offer aligns with the market for this position? If it does not, could you advise what a more competitive salary range might be? This information could provide leverage for negotiations.

Adjusting Expectations: We also discussed the possibility of considering a Principal Electrical Engineer, ideally with experience in machinery applications and strong interpersonal skills, as a potential fit for the role. This aligns with our previous discussions regarding the search for an Electrical Engineering Leader and could help maintain our current salary structure. Please feel free to share any profiles that match this description or tell me if you need further clarification from my end on this option.

COMPANY OVERVIEW:

Our leading IT Managed Service Provider (MSP) client is dedicated to delivering proactive and strategic technology solutions for businesses of various sizes. They specialize in managed IT services, cloud solutions, data protection, cyber resilience, and IT consulting. Their mission is to enable our clients to focus on their core business while we ensure their IT systems are secure, reliable, and aligned with their goals.

POSITION OVERVIEW:

As a Sales Development Representative (SDR), you will be responsible for identifying and qualifying potential new business opportunities for our services. You will be the first point of contact for prospective clients, helping to introduce our solutions and setting the stage for meaningful sales conversations. This is an excellent opportunity to join a growing team and gain valuable experience in the technology industry.

RESPONSIBILITIES:

Conduct outbound prospecting via phone, email, LinkedIn, and other channels to generate qualified leads.
Respond to and qualify inbound inquiries generated by marketing campaigns or referrals.
Schedule discovery calls and meetings for Account Executives.
Maintain accurate records of leads, contacts, and activities in the CRM (Salesforce).
Collaborate with the marketing and sales teams to refine messaging and improve outreach effectiveness.
Research target accounts and stay informed on industry trends and competitive landscape.
Help identify decision-makers and understand prospects' pain points, IT infrastructure, and business needs.

PREFERRED PROFILE:

1-2 years of sales, lead generation, or customer-facing experience (B2B preferred).
Interest in technology and understanding of basic IT concepts (e.g., IT infrastructure, cloud, networking, data protection, cybersecurity).
Excellent verbal and written communication skills.
High level of energy, enthusiasm, and a strong work ethic.
Self-starter with the ability to work independently and as part of a team.
Experience with CRM and sales engagement tools is a plus (Salesforce).
Experience in the IT services or MSP industry.
Understanding of the sales cycle for technology solutions.
Familiarity with tools such as ZoomInfo, or similar.

LOCATION: Hybrid – Greater Chicago IL area

Job ID# 3326462

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[internal_notes] =>

$60K Base Salary

Variable - $250 per qualified appointment

Variable – 2% Commission for 12 months of on any new business that SDR originates

50 Personal Points of Touch per Day (primarily phone, but also email, LinkedIn, text, video, etc)

1x New appointment per week (50 per year) target

Proving ground for potential future in field sales

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

Our client is seeking assistance with reviewing and optimizing their fraud processes, as well as training staff in fraud operations management.

RESPONSIBILITIES:

Fraud Trend/Data Analysis: Analyze data to identify emerging fraud trends, patterns, and anomalies. Collaborate with internal and external teams to provide insights into global and localized fraud trends.
Rule Development & Optimization: Partner with the Client team to design, test, and implement customized fraud detection rules, enhancing Client’s ability to proactively identify fraud risks. Monitor rule effectiveness, adjust parameters based on fraud patterns, and document rule changes.
Documentation & Reporting: Maintain detailed records of case findings, rule changes, and process improvements, contributing to the team’s knowledge base.
Client Enquiry Management: Collaborate with fraud investigation teams to provide timely responses and resolution strategies for client-reported incidents.
Data Analysis for New Fraud Model: Support data analysis to evaluate the effectiveness of the new Client fraud management model and assist with the go forward strategy.

PREFERRED PROFILE:

Fraud Risk & Analytics: 6+ years of experience in fraud detection, fraud risk management, or financial crime analytics within financial services, retail, e-commerce, or other high-transaction industries.
Data Analysis Skills: Strong background in analyzing large datasets to detect fraud patterns, anomalies, and emerging risks. Proficiency in SQL, Python, R, or other data analysis tools.
Fraud Systems & Tools: Hands-on experience with fraud management platforms (e.g., Actimize, SAS, FICO, or equivalent) and rule-based detection systems.
Process Optimization: Demonstrated success in reviewing, designing, and optimizing fraud processes, including rule development and parameter tuning.
Client Engagement: Proven ability to work directly with clients or internal stakeholders to resolve fraud-related inquiries and deliver actionable insights.
Reporting & Documentation: Skilled in creating clear documentation, dashboards, and reports to communicate fraud trends, operational performance, and process improvements.
Cross-Industry Exposure (Preferred): Experience applying fraud detection strategies within financial services or Fintech
Educational Background: Bachelor’s or Master’s degree in Data Science, Statistics, Business Analytics, Finance, Computer Science, or related field.
Soft Skills: Strong communication, training, and knowledge-sharing skills to guide client teams and internal stakeholders in fraud operations management.

LOCATION: St. Petersburg, FL - Hybrid on-site 2-3 days/week

Job ID# 3445036

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[internal_notes] =>

Job Title: Fraud Specialists

Employment: Contract (Duration: 12 weeks)

Location: St. Petersburg, FL (Onsite)

Bill rate: $75-80/hr (maybe $88/hr)

Industry: Fintech

Years of experience: 5-8

Positions: 1

Number of profiles required : 3 quality profiles only

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

You will be responsible for establishing and overseeing the policies, standards, and processes that ensure data across the organization is accurate, secure, compliant, and trusted. You'll partner with business and technology teams to define data ownership, drive data quality, and enable consistent use of information for reporting, analytics, and regulatory needs. By building accountability and promoting a data-driven culture, you'll help the organization maximize the value of its data while minimizing risk.

RESPONSIBILITIES:

Own the data-governance program for a top-tier investment manager; set strategy, operating model, and 12–18-month roadmap.
Engage CXO/SteerCo (CDAO, CTO, CRO, CFO, Heads of IM Ops) to align policy → controls → measurable outcomes.
Stand-up enterprise capabilities: data ownership/RACI, domains (Security, Entity, Portfolio, Pricing, Performance, Risk, ESG), DQ rules & SLAs, lineage, metadata, access, retention.
Deliver book-of-work: catalogs, business glossaries, lineage for critical flows (front→middle→back), DQ dashboards (KQIs/KRIs), critical data elements (CDEs).
Modern stack orchestration: Azure + Purview, Solidatus, Unity Catalog.
Risk & compliance alignment: SOX/SEC/NAIC/CCPA/GDPR; model/data controls for AI/quant.
Leadership: run a 10–20 person pod (data stewards, analysts, engineers), vendor management, and change-management.

PREFERRED PROFILE:

6 - 10 years leading enterprise data governance/quality/management in buy-side or large Financial Institution.
Fluent with investment data (private credit, equity, fixed income): security/entity master, positions, transactions, pricing, benchmarks, exposures, liquidity, performance & risk.
Proven delivery of governance operating models, DQ frameworks, CDEs, lineage, metadata, and access controls at scale.
Tooling depth: Purview, Solidatus, Azure, Jira/Confluence.
Executive communication: skilled at interviewing senior stakeholders, synthesizing positions, negotiating trade-offs, writing SteerCo papers.
Standards & frameworks: DAMA-DMBOK, EDM Council/DCAM & CDMC, BCBS-239; understands control design for AI/LLM data.

LOCATION: NYC Metro - Hybrid on-site 2-3 days/week

Job ID# 3443380

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[internal_notes] =>

You may want to look for people who have advised CXO/senior management and/or have led large scale engagements in data governance.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

RESPONSIBILITIES:

Own the data-governance program for a top-tier investment manager; set strategy, operating model, and 12–18-month roadmap.
Engage CXO/SteerCo (CDAO, CTO, CRO, CFO, Heads of IM Ops) to align policy → controls → measurable outcomes.
Stand-up enterprise capabilities: data ownership/RACI, domains (Security, Entity, Portfolio, Pricing, Performance, Risk, ESG), DQ rules & SLAs, lineage, metadata, access, retention.
Deliver book-of-work: catalogs, business glossaries, lineage for critical flows (front→middle→back), DQ dashboards (KQIs/KRIs), critical data elements (CDEs).
Modern stack orchestration: Azure + Purview, Solidatus, Unity Catalog.
Risk & compliance alignment: SOX/SEC/NAIC/CCPA/GDPR; model/data controls for AI/quant.
Leadership: run a 10–20 person pod (data stewards, analysts, engineers), vendor management, and change-management.

PREFERRED PROFILE:

10+ years leading enterprise data governance/quality/management in buy-side or large Financial Institution.
Fluent with investment data (private credit, equity, fixed income): security/entity master, positions, transactions, pricing, benchmarks, exposures, liquidity, performance & risk.
Proven delivery of governance operating models, DQ frameworks, CDEs, lineage, metadata, and access controls at scale.
Tooling depth: Purview, Solidatus, Azure, Jira/Confluence.
Executive communication: skilled at interviewing senior stakeholders, synthesizing positions, negotiating trade-offs, writing SteerCo papers.
Standards & frameworks: DAMA-DMBOK, EDM Council/DCAM & CDMC, BCBS-239; understands control design for AI/LLM data.

LOCATION: NYC Metro - Hybrid on-site 2-3 days/week

Job ID# 3442763

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[internal_notes] =>

You may want to look for people who have advised CXO/senior management and/or have led large scale engagements in data governance.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

RESPONSIBILITIES:

Become the trusted advisor to top-tier asset and wealth-management clients.
Design and deliver AI-driven solutions/roadmap to grow AUM and save costs.
Lead 10+ membered teams, keep projects on track, and expand each win into new work.
Pitch ideas, craft proposals, and present clear, actionable insights.
Lead project leads, data scientists, and consultants to drive top-tier delivery.

PREFERRED PROFILE:

8+ years in building analytics/AI solutions in the investment management industry.
Self-driven with strong leadership and problem-solving skills.
Excellent communication skills to translate complex analysis for senior executives.
Growth mindset; comfortable building from scratch.
Proven experience and expertise in applying AI to solve cross-functional challenges (distribution, research, operations, risk) in the investment management domain.

LOCATION: Denver or NYC (Client facing)

Job ID# 3328159

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The SOX Compliance Officer will be responsible for supporting the company’s Sarbanes-Oxley (SOX) compliance testing and SOX program. This role will require knowledge of US GAAP, risk and controls standards, and business process best practices. Work with the Manager of SOX Compliance and other internal stakeholders to identify, implement and maintain SOX compliance and efficiencies.

PREFERRED PROFILE:

B.S. Degree in Business Administration with Accounting/Finance, or equivalent required.
Minimum of 2 years of accounting, financial audit, or risk management experience preferably in banking or financial services required.
Extensive knowledge of US GAAP, Sarbanes-Oxley, risk and controls standards, and business process best practices required.
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express. thoughts, ideas and concepts to bank employees and bank customers.
Ability to work with others in a team environment.
Ability to coordinate and manage multiple tasks in various stages.
Ability to define problems, collect data, establish facts, draw conclusions and solve problems.
Effective organizational skills with attention to detail.
Ability to work under pressure.
Able to work independently and meet communicated deadlines.
Proficient in Risk and Control Self-Assessment (RCSA) Platform.
Microsoft Word, Excel and Outlook.

RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Demonstrates a strong understanding of internal controls, risk management, and financial reporting.
Supports the manager in maintaining and improving the financial controls /Sarbanes-Oxley (SOX) function
Conducts comprehensive risk assessments to identify key controls, evaluates control design effectiveness, and assesses the overall control environment.
Develops or enhances needed SOX processes and controls based on gaps identified during the risk assessment.
Assists peers with System and Organization Controls (SOC 1) reports that directly relate to SOX controls to ensure the controls are operating effectively and any needed user controls are in place.
Collaborates and builds trust with internal stakeholders, external auditors, and senior management to communicate the status of SOX compliance efforts.
Takes ownership for assigned areas to include testing, monitoring, and assisting with documentation and processes to ensure adherence to established standards.
Identifies audit issues and performs root cause analysis with practical corrective solutions.

LOCATION: Hybrid office in cities close to Wheeling, WV (1 - 2 days a week in office)

Job ID# 3421094

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[internal_notes] =>

We are looking to pay this SOX Compliance Officer position between 50-55K.

COMPANY OVERVIEW:

With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.

POSITION OVERVIEW:

The company is scaling their CPG Analytics Practice and are seeking a strategic, business-savvy consultant focused on Revenue Growth Management (RGM). The ideal candidate brings over 10 years of total experience, including at least 5 years within the consumer packaged goods (CPG) industry. We are seeking a deep expertise in the strategic levers of RGM including trade promotion optimization, pricing analytics, price-pack architecture, assortment optimization, and trade spend architecture.

This role requires a structured thinker with strong communication skills and a proven ability to translate data into actionable commercial strategies.

RESPONSIBILITIES:

Develop and lead strategic projects across all areas of Revenue Growth Management including trade promotion optimization, pricing strategy, and pack/assortment architecture.
Provide thought leadership on the structure and effectiveness of promotional events, trade spend allocation, and ROI frameworks.
Work closely with RGM leadership to shape, refine, and support the execution of long-term revenue growth strategies.
Translate complex data sets into clear, strategic insights that drive top-line growth and margin improvement.
Partner with client teams and cross-functional stakeholders to align on RGM strategy, define roadmaps, and guide execution.
Use syndicated data sources such as Nielsen, IRI, or other POS data platforms to perform analysis and inform recommendations.
Lead workshops, presentations, and working sessions with client teams and senior stakeholders.
Mentor junior team members and contribute to capability building in RGM analytics and strategy.

PREFERRED PROFILE:

10+ years of total experience, with a minimum of 5 years in the CPG industry in roles related to strategy, RGM, commercial excellence, or consulting.
Demonstrated expertise in:
Trade Promotion Optimization
Pricing Analytics
Price-Pack Architecture
Assortment Optimization
Strategic Revenue Management techniques
Trade Spend Architecture and Promotional ROI
Strong familiarity with POS and syndicated data platforms such as Nielsen, IRI, and retailer-specific datasets.
Exceptional skills in developing executive decks, along with strong written and verbal communication abilities, capable of synthesizing insights and influencing senior stakeholders.
Strong problem-solving capabilities with a consulting mindset and experience structuring complex business challenges.
Bachelor's degree in Business, Economics, Marketing, or a related field; MBA or advanced degree preferred.

LOCATION: Remote in US or Canada

Job ID# 3296275

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[internal_notes] =>

Hi Chris,

Job Title: Senior Consultant/Manager - CPG

Years: 7 - 10+ years

Employment: FTE

Location: US/Canada

Bill rate: $150,000 - $160,000 p.a. + upto 10% variable + benefits (We are slightly flexible with the rate for the right candidate )

Number of profiles required : 3 quality profiles only

Please find the attached resume of Candidate Name for Job Title role at Colombia with Straive.

Kindly let us know if we can proceed further with this candidate.

Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline:

Availability for Video Interview (preferred slots)

Salary Expectation

Here are the highlights.

5 days on site. San Jose or NYC. After 6 months, if the candidate is in NYC, they may need to relocate to California, so prefer to search in California.
3 - 8 years - $135K for salary plus 401K and benefits (should focus on the 2 - 3 years experience)
2+ years working in the US
Domain knowledge will need be financial or banking sector. Not interested in insurance. Focus on fintech or finserv or banking.
Interview - 3 to 4 levels. 3 with Straive and 4th is with client.
Skill set - basic data scientist experience. machine learning, fraud analytics, fraud detection, risk assessment and risk.
Can be flexible on compensation. They have some candidates that are in San Jose that have 3 years that have are at $120K. Can go up to $145K.
Focus on few years of experience. Project starts in 2 weeks, the interview process will be very quick.
Can't share the client yet, but will at the final interview
Hiring manager is confidential.
Must haves - no specific technology. Really need fintech and financial
Python and SQL - no tests to be administered.

Apologies there is an error in the location , Kindly use the below details to proceed further with sourcing and kindly expedite.

If you have any questions or queries, please feel free to reach out.

Role: Fraud Data Scientist

Location: New York and San Jose, CA

Employment: Fulltime / Contract (3months)

Rate: Max $135K/Annum OR $70 /hr

Experience Required: 3-8 Years of Experience (2 years US working experience required)

Number of profiles required : 3 quality profiles only

Interview Process- Minimum 3 level

COMPANY OVERVIEW:

POSITION OVERVIEW:

Support the Bank's credit and commercial lending functions by actively underwriting commercial requests, modifications, and conducting line of credit and annual portfolio reviews while working with a team of lending and administrative staff to achieve the goals established for the department and the Bank.

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3296036

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COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3266651

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[internal_notes] =>

July 17th -

we are targeting $70K - $120K for these roles. However, they would need to be quite senior to get that $120k - $130k or in the Maryland / Mid-Atlantic region where cost of living is much higher. The younger guys looking for $120k - $130k won't work with the team that they already have.

COMPANY OVERVIEW:

POSITION OVERVIEW:

As an Account Manager, you will work as a sales representative, primarily calling bank, credit union, and mortgage firms nationwide. You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment.

The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. The company has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth.

REPSONSIBILITIES:

Plan and organize work schedule to call prospects to close sales daily.
Research/profile financial vertical nationwide to identify and penetrate top prospects.
Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
Conduct a needs assessment and develop recommendations/proposals.
Demonstrate technology products and solutions over the phone and Internet.
Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
Provide prospects with information and advice on products and services.
Manage and maintain a sales funnel to achieve steady growth within assigned territory.
Provide realistic sales forecasts to facilitate growth.
Manage contract negotiations, service requirements and details to close the sale.
Manage territory, sales cycle and customers in CRM system.

PREFERRED PROFILE:

Bachelor's degree required
A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
Experience in either selling or servicing clients in the financial space
A desire to grow a territory by generating new business through prospecting
Experience organizing and managing an assigned territory
Strong organizational skills and the ability to work in an independent, self-directed environment
Experience in a high-volume, telephone-based selling environment
Experience selling products in a Software as a Service (SaaS) business model a plus
Experience in the financial services industry a plus
Demonstrated success creating leads and sales through prospecting
A history of meeting or exceeding assigned sales quotas for new business
Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
Motivated by an internal desire to win and a desire to increase your own personal wealth

LOCATION: St. Louis (Preferred) or Chicago - Hybrid office

Job ID# 3407120

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

Senior Test Automation Engineer focused on developing and maintaining automated testing solutions for an Excel-based add-in used by the FDR squad. The ideal candidate will bring deep expertise in UI automation, particularly with Unified Functional Testing (UFT) and VBScript, to ensure robust and scalable test coverage throughout the software development lifecycle. Candidate will be responsible for analyzing business and technical requirements, creating comprehensive test plans and automation scripts, executing tests, reporting defects, and delivering high-quality documentation. Collaboration with development teams and mentoring junior testers will be crucial for the role. This position is critical to improving the overall quality, efficiency, and reliability of our testing processes and product delivery.

RESPONSIBILITIES:

Design, develop, and maintain automated UI test scripts using UFT (Unified Functional Testing).
Customize UFT frameworks to support modular and data-driven test execution for Excel-based add-ins.
Use UFT to simulate user interactions and validate complex Excel UI workflows, formulas, and ribbon commands.
Configure and maintain UFT Object Repositories for robust and reusable test development.
Analyze business and technical requirements for Excel-based add-in and translate them into test scenarios.
Write reusable, maintainable, and scalable code in VBScript and descriptive programming.
Write SQL queries for test data identification and validation.
Integrate UFT-based test suites with CI/CD pipelines using tools like Bamboo and GitHub Actions.
Execute automated test runs in different environments and validate results against business expectations.
Log, track, and retest defects using tools such as JIRA, collaborating with development teams for resolution.
Create and maintain comprehensive test documentation including test plans, test cases, and test summary reports.
Conduct root cause analysis of failures and enhance test scripts accordingly.
Continuously improve the UFT test automation framework to enhance reliability, maintainability, and performance.
Recommend and apply automation best practices across testing lifecycle stages.
Participate in daily and weekly status meetings and submit bi-weekly progress reports.
Mentor and support junior QA team members on UFT and UI test automation best practices.

PREFERRED PROFILE:

Bachelor’s degree in Computer Science, Engineering, or a related field with 5+ years of experience in UI automation with a focus on UFT in enterprise environments.
Strong command of UFT test development, including expert use of Object Repository, Actions, Checkpoints, and Descriptive Programming.
Proficiency in designing and maintaining modular, data-driven, and keyword-driven frameworks in UFT.
Demonstrated experience in debugging, troubleshooting, and optimizing UFT test scripts.
Hands-on scripting experience with VBScript;
In-depth understanding of Excel object models and Office automation features.
Familiarity with CI/CD tools such as Bamboo, Bitbucket, or GitHub Actions.
Working knowledge of SQL for test data preparation and validation.
Strong problem-solving skills with the ability to identify root causes and recommend solutions.
Excellent verbal and written communication skills, including the ability to document and present test results.
Ability to work independently as well as collaboratively in a fast-paced team environment.
Experience mentoring junior QA engineers or leading small automation teams is preferred.

LOCATION: Hybrid in NYC or Chicago

Job ID# 3406282

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a highly skilled and motivated Microsoft SQL Server DBA administration and troubleshooting along Microsoft Azure and any CI/CD and automation is most relevant to manage, optimize and automate SQL Server environments for a client (a leading US based P & C insurer). You’ll ensure database integrity, performance and security—while leveraging Azure DevOps CI/CD pipelines and scripting to support global development, test and production environments.

RESPONSIBILITIES:

Administer and automate SQL Server instances (installation, configuration, upgrades, performance tuning, backup & restore).
Automate repeatable tasks via Azure DevOps Pipelines (e.g. build/release, backups, restores, environment refreshes).
Maintain performance and system integrity; optimize queries and server configurations.
Enforce database security and access controls; manage permissions via self-service group structures.
Define, enforce and document database standards and architectures.
Review software changes for compliance with standards.
Create and keep up-to-date architectural documentation and system design.
Support global environments (development, test, production) and provide on-call troubleshooting as needed.
Recommend and implement new database technologies, tools and best practices.
Build reports, dashboards and visualizations using SQL Server reporting tools.
Where applicable, step up to mentor colleagues and promote a continuous learning culture within the team

PREFERRED PROFILE:

5+ years of hands-on experience in Microsoft SQL Server administration including backups, restores, performance tuning, SSRS/SSIS/SSAS and scripting (PowerShell, Bash).
Experience with Azure DevOps Pipelines and CI/CD processes for database automation and deployment.
Familiarity with both Windows/Linux server environments.
Exposure to cloud environments (Microsoft Azure; exposure to AWS is a plus).
Knowledge of data warehousing concepts and working with large, complex data sets.

Technical Skills & Tools needed:

Experience with Microsoft SQL Server (2012–2019+)
Experience with SSRS, SSIS, SSAS
Experience with Scripting: PowerShell, Bash
Azure DevOps, Azure SQL/VM
Performance monitoring tools (DMVs, Profiler)
CI/CD deployment tools (DACPACs, SQL Server database projects)
Basic Linux and Windows server administration

Soft Skills

Strong problem-solving and analytical abilities
Good communication and documentation capabilities
Team-oriented mindset with a commitment to continuous improvement
Ability to collaborate across global teams and time zones
On-call support may be required as needed

LOCATION: Remote in USA or Canada

Job ID# 3405384

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

This person will be responsible for the proper implementation, testing, and management of 1st party and 3rd party tagging solutions for digital media campaigns and broader analytics tags related multitouch attribution measurement.

You will be working with internal partners and agency partners on tagging strategy and implementation of various media and analytics tags within our tag management system. Responsibilities include leading 3rd party marketing tagging requirements discussions between the agency and the internal marketing teams plus testing and monitoring tag activity to ensure proper measurement. The role will also support maintaining and updating all media tag documentation and tracking tools as well as supporting the governance of tags across sites. You will work closely with Compliance and Risk Teams for tag approvals and auditing.

PREFERRED PROFILE:

Must Haves:

Proactively lead 3rd party marketing tagging discussions between the agency and internal marketing teams.
Knowledge of tag management systems like Tealium, GTM, Ensighten.
Experience with reading JavaScript and understanding how 3rd party marketing and analytics are implemented on websites.
Able to work as a liaison with the Marketing Agency and Tagging implementation team to ensure correct information flow between teams.
Understanding of media vendor tagging and procurement (3rd party tags).
Experience with debugger tools (Preferred Chrome console, Alternatives: Charles, Chrome plugin debugger tools, etc.).
Proficiency in MS Office Suite, specifically Excel and PowerPoint
Experience and understanding of Adobe Analytics & Workspace.
General understanding of marketing channels and tactics.

Nice to Have:

Experience with Microsoft Teams, Jira and/or Confluence.
Experience with Google Campaign Manager, DV360 & SA360 as it relates to tag development & deployment.
Tagging solution experience within an agency environment.
Knowledge of setting up Observe Point audits

Personal Attributes:

Must have keen attention to detail and strong organizational skills.
Must be an excellent, detailed communicator (verbal & written) who is able to disseminate information across a wide variety of expertise levels within external & internal groups
Should have a project manager mentality and enjoy that type of work
An inquisitive mind who likes to stay up to date on the latest trends as they relate to your industry and expertise
Someone who is always looking for efficiencies and better, easier ways to achieve goals.
Proactively lead 3rd party marketing tagging discussions between the agency and internal marketing teams.
Knowledge of tag management systems like Tealium, GTM, Ensighten.
Experience with reading JavaScript and understanding how 3rd party marketing and analytics are implemented on websites.
Able to work as a liaison with the Marketing Agency and Tagging implementation team to ensure correct information flow between teams.
An understanding of media vendor tagging and procurement (3rd party tags).
Experience with debugger tools (Preferred Chrome console, Alternatives: Charles, Chrome plugin debugger tools, etc.).
Proficiency in MS Office Suite, specifically Excel and PowerPoint.
Experience and understanding of Adobe Analytics & Workspace.
General understanding of marketing channels and tactics.

LOCATION: Remote in USA (Ideally Minneapolis)

Job ID# 3403066

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[internal_notes] =>

WHEN PRESENTING - USE THE BELOW FORMAT:

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

~ USD 150K

~ CAD 170_190K

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

***Kindly share the Resume with the “Subject Line – Role Name | Resource Name & the email body should have below grid:

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

As a Copilot Studio Maker, you’ll be at the forefront of delivering intelligent AI solutions. You’ll use Microsoft Copilot Studio to design and build custom copilots that streamline data operations, enhance developer engagement, and unlock new business value.

This role blends data expertise, business acumen, and creativity. You’ll work closely with clients to understand their challenges, prototype solutions, and deploy copilots that drive measurable impact.

RESPONSIBILITIES:

Lead the design and development of client-specific copilots using Microsoft Copilot Studio
Translate complex business requirements into intuitive conversational workflows
Facilitate workshops with stakeholders to identify use cases and define success metrics
Build integrations with enterprise systems via APIs and connectors
Deliver end-to-end solutions, from ideation to deployment and post-launch optimization
Provide training and enablement to client teams on Copilot Studio usage and governance
Stay current with AI trends and advise clients on emerging opportunities

PREFERRED PROFILE:

3–5 years of experience in solution development, consulting, or AI roles. Experience with Data management processes in Azure- Data engineering, Testing/QA , MDM/RDM etc.
1–2 years of hands-on experience with Microsoft Copilot Studio (or Power Virtual Agents), Power Platform, or similar low-code tools
Strong understanding of AI orchestration, conversational UI/UX, prompt engineering
Familiarity with enterprise systems and business process automation
Experience with REST APIs, JSON, and basic scripting (Power Fx, JavaScript, etc.)
Excellent communication, stakeholder management, and consulting skills
Strong analytical mindset with a focus on delivering business outcomes

Nice-to-Have

Prior experience in a consulting or client-facing role
Familiarity with Azure AI services, Power Apps, Power Automate, and Dynamics 365
Experience with change management and user adoption strategies

Technical Skills / Tools

Core Platforms & Tools

Microsoft Copilot Studio – primary tool for designing and deploying custom copilots.
Microsoft Power Platform – including Power Virtual Agents, Power Automate, and Power Fx scripting.
Low-Code Development Tools – familiarity with other low-code/no-code platforms is a plus.
AI & Conversational Design
AI Orchestration – understanding how to coordinate multiple AI components and services.
Prompt Engineering – crafting effective prompts for AI models.
Conversational UI/UX Design – designing intuitive dialogue flows and chatbot experiences.

Data & Integration

Azure Data Management – knowledge of data engineering, Testing/QA, Master Data Management (MDM), Reference Data Management (RDM).
REST APIs & JSON – building integrations with enterprise systems.
Basic Scripting – Power Fx, JavaScript, or equivalent scripting experience.

Automation & Enterprise Systems

Business Process Automation – leveraging APIs, connectors, and automation workflows.
Integration Tools – familiarity with enterprise connectors and integration patterns.

Soft Skills

Consulting & Client Engagement

Stakeholder Management – engaging business and technical stakeholders effectively.
Facilitation Skills – leading workshops, gathering requirements, and defining success metrics.
Client Communication – translating technical concepts into clear business terms.

Analytical & Problem-Solving

Analytical Mindset – ability to assess business problems, identify AI opportunities, and measure impact.
Creative Thinking – designing innovative solutions that go beyond standard templates.

Collaboration & Delivery

Cross-Functional Teamwork – working closely with developers, data engineers, and business SMEs.
Project Management Awareness – understanding timelines, dependencies, and deployment cycles.

Adaptability & Learning

Continuous Learning – staying current with AI trends, Copilot Studio updates, and emerging technologies.
Flexibility – adapting to changing requirements and evolving client needs.

LOCATION: Remote in USA or Canada (Ideally NYC)

Job ID# 3401778

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

WHEN PRESENTING - USE THE BELOW FORMAT:

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

~ USD 150K

~ CAD 170_190K

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

***Kindly share the Resume with the “Subject Line – Role Name | Resource Name & the email body should have below grid:

POSITION OVERVIEW:

The primary function of this position is to develop the business in the Apparel Manufacturing market in America, using various combinations of the Company’s broad products and services: SaaS solutions, industrial equipment, training, consulting and recurrent maintenance contracts. You will manage a team of 10+ individuals, find ways to develop the company's market shares, establish the proper level of relationships at “C” level with the most famous fashion brands and manufacturers in the region. Finally, you will be expected to draw a solid sales action plan and ensure its right execution. This role reports to the President of the region. You will also have responsibility for the Director of Sales and their team in Mexico City.

RESPONSIBILITIES:

Develop a regional sales strategy to ensure the group strategy alignment, set sales priorities, allocate the resources and define the best approach for achieving the goals
Optimize the allocation of accounts and territories to the sales team in a way that maximizes sales opportunities and supports the overall sales strategy
Manage, motivate and engage a team of experienced Sales Experts; create a positive and supportive team culture, recognize and reward individual and team achievements, and foster open communication and collaboration
Provide guidance, coaching and support to the sales team to help them improve their skills and achieve their goals
Monitor the activities of the sales team, both in terms of quality and quantity and the execution of the strategy by tracking metrics and KPIs, providing feedback and support and ensuring the activities are aligned with the sales priorities
Support the sales team to develop and implement a commercial strategy for specific opportunities; identify and understand potential customer needs and challenges, and develop a plan for effectively communicating the value proposition of our offers or services
Ensure an effective field sales support to maximize the chances of success, by adjusting the resources, supporting the negotiation, and coordinating with other departments to address any customer issues or concerns

QUALIFICATIONS:

We are looking for ambitious and curious B2B Sales Leader with a passion for innovation. Our ideal candidate will have the following profile:

Master or Bachelor in Business, Management, Engineering, etc.
Experience and network in the Fashion or textile industries will be appreciated
Proven track record in direct and consultative sales of high added value solutions, preferably in High Technology, Industrial Equipment combined with SaaS and Industrial Intelligence
At least 15 years of sales management experience and excellent coaching, communication and leadership skills
Ability to define and execute a strategy for the sales team that is aligned with the overall company strategy
Capacity to allocate accounts and territories to optimize sales opportunities and supports the overall sales strategy
Results driven and strong ability to monitor the sales activities (CRM Salesforce)
Great aptitude to work:
at a strategic level to identify and understand potential customer needs and challenges, and develop a plan for effectively communicating the value proposition of our offers or services
as well as at a field level to provide guidance, ensure joint execution in front of the customer, support the negotiation, and coordinate with other departments

LOCATION: Eastern or Central Time Zone of the US - Remote

TRAVEL: There will be 50% of travel to customer sites in the whole US, Canada, and regular trips to Mexico City.

Job ID# 3014055

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

They have over 600 active accounts assigned across the team in the US, Canada and the Carribean. There is still a significant amount here, particularly when you look at apparel that uses higher cost materials like protective wear and men's suits, but also apparel that needs shorter lead times like military uniforms and teamwear.

SAP Hana, Siemens Mindsphere, Microsoft AZURE, PTC Thingworx, Software AG

Update: 6/5/2025: can go up to a base of $220k, OTE $320k

Compensation:

Capped at 200% of variable — it's a sliding scale. Once he hits 100% of plan, but then to get to 200% he has to do 125% of his objective. The team is not meeting their goals right now - in 2021 and 2022 they hit their goals, 2023 was pretty close, and 2024 was not great. Stock options | once a year in June dependent on performance.

CONFIDENTIAL – cannot share name of the company until Lectra gives the green light. EASTERN OR CENTRAL TIME ZONE

15+ years of sales experience, minimum 5+ years of sales leadership experience
Integrated solution selling (ideally with SaaS)
Background coming from the industrial manufacturing industry – this team sells capital equipment, software, and services. This person should have experience with both equipment/hardware AND SaaS
Target companies would be the likes of EFI, Kornit Digital, Dassault Systems, Honeywell, Fujifilm, etc.

Pierre shared this candidate's profile as a reference point: https://www.linkedin.com/in/rickyvescovacci

Currently in a leadership position

Leading a sales team of 5-10+ reps nationally

Selling equipment/machinery and integrated solutions (SaaS) that are incorporated into the equipment

Preference for East Coast

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking an experienced Sr. Actuarial Analyst, focusing on risk monitoring, profitability analysis, and other key actuarial functions. This role involves conducting in-depth reviews of insurance product profitability, assessing portfolio risk, and working closely with various teams to support sound underwriting and pricing decisions. The ideal candidate will bring a blend of technical actuarial skills, analytical expertise, and experience within the general insurance industry, particularly in Property & Casualty (P&C).

RESPONSIBILITIES:

Data extraction and preparation for pricing studies and analysis
Conduct market and competitor research esp. filing material
Support filing activities including indications, base rate changes, rate monitoring, dislocations etc.
Prepare filing exhibits or regulatory requirement exhibits
Develop internal QC processes to ensure filing accuracy and quality
Train and upskill team members in new rating and filing tools & techniques
Identify process enhancements opportunities and propose automation-based solutions
Apply actuarial pricing techniques of exposure and experience rating based on data quality and availability
Understand and incorporate product changes, rating factors and other inputs to develop new rates or revise existing rates
Coordinate with product owners to understand pricing requirements and timelines
Support actuarial data processing involving loss development, trend analysis and IBNR allocation
Support data extraction, analysis and transformation to produce final datasets for downstream analysis
Apply advanced statistical techniques like GLMs, XGBoost, Lasso etc. to build predictive models
Understand and incorporate external factors like inflation, CAT impact etc.to produce comprehensive rates
Cross-Functional Collaboration:
Partner with underwriting, finance, and data analytics teams to align on product goals and refine risk management strategies.
Present findings to senior leadership, translating complex actuarial concepts into actionable insights.

QUALIFICATIONS:

Bachelor’s degree in actuarial science, Mathematics, Statistics, or a related field; completion of actuarial exams with ASA or FSA designation preferred.
5+ years of actuarial experience in the insurance industry, ideally within P&C.
Proven expertise in risk assessment, monitoring, and profitability review.
Strong analytical and quantitative skills, with proficiency in actuarial modeling software (e.g., R, SAS, Python) and Excel.
Familiarity with insurance regulations, rate filings, and compliance requirements.
Excellent communication and interpersonal skills, with the ability to explain complex concepts to non-technical stakeholders.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.

LOCATION: Remote - (or Hybrid in Columbus)

Job ID# 3010420

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY PROFILE:

POSITION OVERVIEW:

As an Enterprise Sales Account Executive, you will be responsible for driving revenue by selling the company's products or services platform to large clients. This role focuses on identifying, developing, and closing new business opportunities with key decision-makers, while managing long-term relationships and expanding within existing accounts. Your primary goal will be to meet or exceed revenue targets by demonstrating the value of the entire enterprise of solutions and building deep partnerships with clients

RESPONSIBILITIES:

Practice and project the highest ethical standards in all dealings with prospects, customers, and employees.
Have a thorough knowledge and understanding of the capabilities of the enterprise; accurately articulate the appropriate value proposition; investigate and research each opportunity in order to ensure the solution is packaged in a compelling and meaningful way.
Development of new business:
Research and develop a pipeline of qualified prospective clients; proactively targeting and cultivating relationships with key contacts; initial introduction, discovery, opportunity qualification, scoping, positioning and demonstrations which ultimately results in the close of new business.
Understand client's unique needs and business models to negotiate deal structures/contracts and close opportunities.
Assist in team development of formal proposal and presentation strategies; present and clearly articulate all customer opportunities/needs to internal support teams; communicate industry opportunities to management and help facilitate internal enhancements designed to best position the company for success.
Assists with implementation of new sales programs with assigned employee resources.
Account management:
Develop and implement account business strategy and plan to achieve short and long-term business objectives for growth, budget targets, and profitability.
Monitor the execution of the account’s plan and take corrective actions.
Plan and forecast sales for assigned accounts.
Develop and maintain team-based relationship networks at multiple levels within accounts.
Contract management and negotiation.
Prepare and present cost estimates and price quotations to accounts within set pricing policy.
Provide management with continuing reports of prospecting and account activity by entering prospect, customer, and other sales process data into the Salesforce.com Customer Relationship Management (CRM) system.
Ascertain and assure that all elements and necessary documents are complete and correct so that specifications, change orders and invoicing are accurate and receivables collected in accordance with the understanding with the customer.
Maintain sales expense reporting process.
Pursue an active program of self-development by keeping abreast of evolving industry technology, business trends, and current events and by working toward definite personal, civic, and/or corporate goals.

PREFERRED PROFILE:

Education, Experience, Training (Knowledge):

At least 5-10 years professional experience in consultative enterprise selling of data-driven critical communications, direct marketing services, printing, mailing and fulfillment services to health care, financial, insurance, legal, technology, and retail or other industries.
Strong track record in building a pipeline of new business and exceeding established sales targets in a high-value, consultative selling environment.

Skills and Abilities:

Strong analytical skills, including market strategy, customer requirements and success factors, and a value based selling process.
Excellent written and verbal communication and negotiation skills, creation of convincing and strategic sales approach, proposal, documentation, and presentation.
Strong interpersonal skills and the ability to effectively inform, motivate, and organize at times a multi- person sales effort.
Self-motivated with strong organizational and time management skills.
Advanced negotiating skills and contract (statement of work) experience required.
Strong knowledge of printing industry and technical expertise.
Ability to work cross-functionally with production, marketing, and technical teams across our group of seven companies.
Proven hands-on experience with senior executives in large businesses.
Strong customer service relationship skills.

LOCATION: Remote, USA

Job ID# 2759215

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[internal_notes] =>

Research from Darren Loken

Here is a more comprehensive list:

1. Northwest:

a. DCG One (SEA)

b. Kaye Smith, aka sold separately to 1) Smart Source and 2) Exela

c. Premier Press (OR)

d. Print Northwest

e. Print West

f. Emerald City Graphics (RRD)

g. Exela

h. Bridgetown Printing, OR (RRD)

i. Journal Graphics, OR

2. California:

a. DFS (SAC) Document Fulfillment Solutions

b. The Dot Corp (Irvine)

c. Delta Print Group (aka Delta Web) (SAC)

d. Image Options (NoCal)

e. Almaden Press Santa Clara).

f. BR Printers (SoCal)

g. Southwest Offset Printing (SoCal)

h. Broadridge

3. Utah:

a. Litho Flexo (SLC)

b. Lithographix

c. Hudson Printing

d. Aspen Press and Packaging (SLC)

e. Sun Litho

f. American Label

g. Response Label

h. I/C Group

4. National (biggies in multiple states):

a. RRD RR Donnelley

b. Taylor Corp

c. SG 360 (IL)

d. Japs-Olson

e. O’Neil Printing

f. Broadridge

g. Quad Graphics

h. Nosco Pharma Printing (Illinois, WI, Penn, NY)

i. Exela

April 7, 2025:

Travel would be about 25%, or so, depending on where their clients are, where they are located and how many trips they need to take to visit the facilities. I normally start them off with a visit to all facilities so they can get an understanding of each facilities capabilities, so travel heats up initially then cools down to only required prospective client face to face meetings and plant tours.

As far as comp, we pay a base salary that is higher year one, with a reduced commission rate, year two and year three salary steps down and commission ramps up. We figure out what they desire in comp and build a three year ramp up plan. For example a base salary of $120-$150 max, base plus commission of 25 year 1, 3-4% year 2, 5% thereafter. Bottom line year one we typically ensure their comp equates to $150+, year 2 higher, year three on even more, but more dependent on them selling and making bigger dollars in commission.

KP Call Notes – March 27th, 2025

Darren wants us to kick off the Enterprise Account Executive role again.

Folks they’ve had deep in the process and liked:

· Bil Rasch https://www.linkedin.com/in/bill-rasch-648bbb1/

· Harry Levy – med device https://www.linkedin.com/in/harry-levy-45646911/

· Adrian P. Gomez https://www.linkedin.com/in/adrian-p-gomez-ba487114/

Background skills and experience are more important than job hops / moves

Finance, Insurance (P&C), Legal verticals are where Darren wants to expand their business.

Most of their business in Healthcare vertical is on the PAYER side of the business

Need to be selling $3m or more

New QQ: What kind of revenue are you used to creating for your company?

Should have more success finding folks in the finance/insurance/legal industry

KP provides medical insurance for our employees (typical plan with “buy-up” options for reduced out of pocket costs / reduced deductibles and co-pays). Employees have to pay for spouse / dependents.
Health Savings Account (HSA) – I contribute $300 per paycheck (26 pay days per year) for tax savings on out of pocket medical/pharma.
Basic Life Insurance @ $10,000, can “buy-up” to add more coverage
Basic AD&D @ $10,000, can “buy-up” to add more coverage
Long-term disability at modes $5,600, can “buy-up” to add more coverage
Short-term disability @ $550 (not sure what cadence that payout is), can “buy-up” to add more coverage
Voluntary Optional additions (at employee’s cost): Vision, Dental, Life Insurance, AD&D, LFSA (flexible spending account), Dependent care reimbursement, Accident, Identity theft, Critical illness plans.
401(k) day one, (Fidelity) company matches 50% up to the first 3% of the employee’s contribution.
Travel and entertainment reimbursement.
Company cell phone and laptop, and office supplies, etc.

1/07/25 per chris... Came across this company that may be a target for KP.

Overview

Website

https://osgconnect.com

Verified page

------------------------------------------

MN is less ideal (prefer Denver West for the enterprise rep)

The new Med Device / Life Sciences role I just emailed about will not have that geographic constraint, and will work with our SLC facility predominantly.

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

Our client believes that diverse, equitable, and inclusive teams lead to better outcomes. They are committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. The firm fosters an engaged, diverse, and inclusive team culture of accountability and purpose that makes their firm and communities better.

POSITION OVERVIEW:

The firm has an immediate opening in its virtual office for a Product Liability/Commercial Litigation Associate. While this position is remote, in-person travel for depositions, court appearances, or trial may be required as cases develop. The candidate will work primarily with attorneys in the Technology, Manufacturing & Transportation business unit.

RESPONSIBILITIES:

Conduct legal research and draft documents
Assist with case management and client communication
Support court proceedings and trial preparation

PREFERRED PROFILE:

JD and an active Pennsylvania bar license, and reside in Pennsylvania
Expereince litigating in Pennsylvania state and federal courts
5-8 years of product liability/commercial litigation experience
Experience beyond patent experience in other IP litigation areas, including trade secret, is preferred
Strong research, writing, and analytical skills
Organized, detail-oriented, and a good communicator
Professional, ethical, and eager to learn

LOCATION: Remote

Job ID# 3372335

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

https://legalcareers.huschblackwell.com/viRecruitSelfApply/RecDefault.aspx?Tag=055034f9-b124-4f47-a1ce-aa9d3c488fb0

3/14 - Other high priority needs are our Consumer Finance Associate roles, Real Estate Land Use and International Trade & Supply Chain Associate.

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

Our client believes that diverse, equitable, and inclusive teams lead to better outcomes. They are committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. The firm fosters an engaged, diverse, and inclusive team culture of accountability and purpose that makes their firm and communities better.

POSITION OVERVIEW:

The firm has an immediate opening for an Intellectual Property Litigation Associate. They will consider candidates for any of their offices, including their virtual office. The candidate will work primarily with attorneys in the Technology, Manufacturing & Transportation business unit.

RESPONSIBILITIES:

Conduct legal research and draft documents
Assist with case management and client communication
Support court proceedings and trial preparation

PREFERRED PROFILE:

JD and an active bar license
3-6 years of patent litigation experience
Experience beyond patent experience in other IP litigation areas, including trade secret, is preferred
Strong research, writing, and analytical skills
Organized, detail-oriented, and a good communicator
Professional, ethical, and eager to learn

LOCATION: Remote

Job ID# 3372321

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

https://legalcareers.huschblackwell.com/viRecruitSelfApply/RecDefault.aspx?Tag=055034f9-b124-4f47-a1ce-aa9d3c488fb0

3/14 - Other high priority needs are our Consumer Finance Associate roles, Real Estate Land Use and International Trade & Supply Chain Associate.

COMPANY OVERVIEW:

Our client is a national law firm with multiple locations across the United States, dedicated to their clients and the industries it serves.

POSITION OVERVIEW:

Our client has an immediate opening in their virtual office for an Asbestos Litigation Attorney with a minimum of two years of experience with all stages of asbestos-specific litigation, including taking depositions, writing briefs, and participating in court appearances. Candidates should have an active bar license and reside in South Carolina. The candidate will work primarily with attorneys in the Technology, Manufacturing & Transportation business unit.

RESPONSIBILITIES:

Advise and represent clients in legal matters
Conduct legal research and analysis
Draft legal documents and manage cases
Negotiate settlements and ensure ethical compliance
Take depositions, write briefs, and participate in court appearances

PREFERRED PROFILE:

Active bar license and reside in South Carolina
Minimum of two years of experience with all stages of asbestos-specific litigation
Strong analytical, communication, and research skills
High ethical standards and attention to detail
Organized and able to manage caseloads

LOCATION: Remote

Job ID# 3372277

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[internal_notes] =>

https://legalcareers.huschblackwell.com/viRecruitSelfApply/RecDefault.aspx?Tag=055034f9-b124-4f47-a1ce-aa9d3c488fb0

COMPANY OVERVIEW:

Our client is a leading provider of third-party logistics, omni-channel distribution, and direct-to-consumer fulfillment services to clients across various industries, including consumer packaged goods, health & beauty, and consumer electronics. They are a well-capitalized company, growing rapidly through the expansion of existing facilities and adding facilities in new geographic markets.

POSITION OVERVIEW:

Our client is seeking a unique individual with the leadership skills, logistics education, and personal drive necessary to build a diverse and rapidly growing e-commerce distribution business. Passion and entrepreneurial spirit are just two things they're looking for in team members. What they aim to accomplish is not easy, some might say audacious, and they need dedicated, high-caliber people to reach our goals.

A Customer Service Representative is responsible for overseeing the daily operations of client accounts. Their duties include ensuring that they are up to date with client communications, maintaining order processing, and maintaining SKU and inventory updates. They are the direct link between the company and our clients.

RESPONSIBILITIES:

Interact with clients and build relationships with them while ensuring their needs are being met
Work with management to resolve complex client problems or disputes in a professional manner
Keep records and documentation of client interactions for training purposes
Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement
Work within the warehouse and with the Team to coordinate exceptional client satisfaction

PREFERRED PROFILE:

Prior experience in customer-facing roles
Understanding of logistics/warehouse management
Excellent communication skills and the ability to anticipate the needs of customers
Must demonstrate strong analytical thinking skills
Should possess strong problem-solving skills and the ability to make sound judgment calls
Superior organizational and time management skills
Knowledge of customer service programs and databases, or the ability to learn new software quickly

LOCATION: Reno, NV

Job ID# 3421519

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[internal_notes] =>

more leadership, and actual warehouse experience

COMPANY OVERVIEW:

POSITION OVERVIEW:

A Customer Success Manager is responsible for overseeing the daily operations of client accounts. Their duties include communicating customer service objectives to Customer Service Representatives and other department personnel, compiling data to assess the department’s progress, and coordinating with upper management to identify ways to enhance customer service objectives among employees.

RESPONSIBILITIES:

Interact with clients and build relationships with them, ensuring their needs are met
Mastermind creative ways to deliver an exceptional client experience
Develop and oversee the implementation of client service protocols
Resolve complex client problems or disputes in a professional manner
Coach and support team members to help them meet departmental goals
Keep records and documentation of client interactions for training purposes
Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement
Work within the warehouse and with the team to coordinate exceptional client satisfaction

PREFERRED PROFILE:

Prior experience in customer-facing roles
Understanding of logistics/warehouse management
Proven experience in a leadership role
Excellent communication skills and the ability to anticipate customer needs

LOCATION: Columbus, OH

Job ID# 3369828

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[internal_notes] =>

more leadership, and actual warehouse experience

She does not like when people talk about a “work/life balance” as she feels that is an indicator that there is a level at which someone is willing to work, and they will not go beyond that.
She is interested in candidates who have a strong background in the fulfillment side (not in transportation).
She is not interested in candidates who have a strong sales background. This is not a sales role.

COMPANY OVERVIEW:

POSITION OVERVIEW:

As a Customer Success Manager, you are responsible for creating and maintaining successful partnerships with this Company's customers, ensuring they derive value from their solutions and services. You have a strong knowledge of the fashion industry. You are business-minded and understand how to incorporate the Company's solutions into a client's processes. This position collaborates cross-functionally with Sales, Technical Sales, Finance, Marketing, and Professional Services teams to foster relationships, expand adoption, drive renewals and growth, and ensure a positive customer experience.

RESPONSIBILITIES:

PLM specific:

Meet with assigned customers and internal implementation teams to ensure a smooth transfer to Customer Success Manager.
Work with internal teams on client configuration and requests.
Provide customer feedback to PLM product management for prioritization; communicate value in upcoming product releases to assigned customers.
Leverage best practice process expertise to ensure customers are meeting their success goals.

Customer Success Management:

Develop and manage a client portfolio assigned by management
Assuring the retention rate and driving potential upsell of the client
Stay in touch with their accounts to maintain the Company's relationship as a premier market leader
Oversee support and services team delivery acting as the point of escalation for customer issues and obstacles
Monitor, analyze, and share customer usage data
Proactively coach customers and deliver Customer Success Plans that enable fast deployment and adoption
Monitor account health and eliminate adoption gaps at the customers
Measure business outcomes and drive mutual success planning
Sustain business growth and profitability by maximizing value
Mediation between clients and the organization
Handle and resolve customer requests and complaints
Minimize customer churn
Manage the adoption and success of other the Company's solutions, as defined by management

QUALIFICATIONS:

Bachelor's Degree or equivalent work experience.
5+ years of successful account management, customer training, or PLM project implementation
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
Prior use of software such as Salesforce.com, PLM systems, YPLM, Kubix, Modaris, Accumark, or other CAD systems
Passionate about the fast-growing SaaS industry
Strong interest in the fashion industry and new technology
Exceptional communication, presentation, and problem-solving skills
Able to analyze customer data to improve customer outcomes and experience
Self-driven and proactive nature
Ability to work cross-functionally in a high-growth environment with attention to detail and a positive attitude
Strong ability to align technical concepts & features to business needs

LOCATION: Hybrid in Greater Atlanta Area

TRAVEL: Travel will range from 30 to 50% to customer sites and the Company's offices.

Job ID# 3369173

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COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Promote Company’s vision and increase the awareness of their brands on the market through regular visits to accounts
Define a plan by accounts assigned to optimize the revenues potential: key contact definition, key figures, overall strategy and organization of the customer, detailed action plan for developing the account, setting up priorities to maximize the value of the portfolio, etc.
Apply consultative selling methodology:
Ensure the solution proposed is adequate to customers’ needs and that they are satisfied
Understand the customers strategy and anticipate their challenges
Create engagement, generate 4.0 needs and expand opportunities to identify and uncover unknown needs
Manage the cycle of high added value and technological sales, including industrial equipment, SW, delivery of services, training, consulting and recurrent maintenance contracts
Opportunities detection (in cooperation with marketing), qualification and evaluation, by applying a consultative selling methodology
Solution definition based on customer needs, presentations and demonstrations in close cooperation with Presales Team to promote and demonstrate the added value of the Company’s solutions
Quotation, proposal drafting, negotiation and closing in compliance with the Company's standards terms and conditions of contract;
Achieve and exceed sales objectives by developing the business through a constant pipeline built up with accounts assigned

QUALIFICATIONS:

We are looking for ambitious and curious B2B sales executives with a passion for innovation. Our ideal candidate will have the following profile:

At least 5 years of experience in direct and consultative sales of high added value solutions, preferably in High Technology, SaaS, Manufacturing, Industrial Equipment, cutting-room solutions
Experience and network in the Fashion industry
Ability to hunt new opportunities and adaptability to new environments
Capacity to prioritize the most important actions on a short and mid-term perspective to optimize account coverage and maximize the value of the accounts assigned
Experience in customer value proposition approach and capacity to engage the customer in meaningful dialogue through consultative selling methodology. Ability to understand customer strategy, ambition, challenges, processes, known and unknown needs and ultimately to build solutions with the customer
Strong communication skills, diplomatic, tactful and adoption of a trusted advisor behavior
Outstanding listening skills, to understand objectives and desired outcomes of the customers
Ability to convince a prospect to accept the offer and close a deal
Good command of MS Office (Power Point, Excel, etc.)
Fluency in Spanish and English is required

LOCATION: Remote in Mexico City

TRAVEL: There will be around 60% of domestic travel and some occasional international travel to the US

Job ID# 2973259

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[internal_notes] =>

COMPENSATION: $1,550,00.00 MXN : 930,000.00 + 620,000.00 (60/40) -- MAX OTE $1.5M MEX PESOS
Ask questions about deal sizes, selling services along with the software. Not a one touch point type of sale. Recurring revenue. The people in Mexico are hard to deal with, family owned companies, someone who isn't scared about the push back. Willing to go higher in salary if they need it.

They need to find a seasoned IC -- and ready to negotiate and engage in the market. Not someone who wants to move into management right away.
This position is selling the Valia Fashion platform. It is a SaaS platform, so this person must have experience selling software.
5+ years of outside sales experience, they should be traveling frequently to meet with clients face to face.
Coming from the manufacturing automation space – think words like Industry 4.0, IIOT, IoT, etc.
They do NOT have to have fashion experience; however, they must come from relevant industries – i.e. sports + rec, CPG, healthcare, automotive, industrial manufacturing, furniture and NOT industries like oil + gas, cement, or financial services.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a skilled and motivated Tableau SME/Architect to support initiatives in Insurance and Marketing Analytics. This role demands a combination of technical expertise, deep domain knowledge and client-facing communication to successfully deliver enterprise-grade analytics and end-to-end BI solutions using Tableau. This role will focus on client engagement, innovation, and data-driven solutions, ensuring our clients receive cutting-edge analytics and AI solutions that enhance operational efficiencies and decision making.

You will collaborate with business stakeholders , data engineers and analysts to gather reporting requirements, define visualization strategies and create compelling dashboards for data-driven decision-making. In addition to developing and optimizing tableau dashboards, you will set visualization standards, define data governance practices, and guide enterprise reporting architecture.

RESPONSIBILITIES:

As a Tableau SME/Architect you will be responsible for
End-to-end BI solutionaning process using Tableau and associated data technologes(SQL, Cloud, etc)
Technical requirements of the analytic solutions
Data requirements of the analytic solution processes
The person will be part of a major Insurance client. He/ She will work with different stakeholders as SME for overall reporting architecture, insight generation, data quality and testing and dashboard development/enhancement
A typical workday will involve working with stakeholders
Individual will source data from multiple sources, manipulate and prepare data and run scripts to update Teradata DB
He/She will automate processes using SQL and will be debugging, troubleshooting existing codes and optimizing the same
Collaborate with data teams to define and optimize data models and extracts for Tableau.
Adept in developing, publishing and scheduling Tableau reports and to visualize various trends as per the business requirements
Define visualization strategies, CoE, data governance practices and enterprise reporting architecture
The ideal candidate will serve as a subject matter expert in Tableau, providing technical leadership ,governance, and best practices to ensure data visualization aligns with business objectives.
You should have deep understanding of data modelling, dashboard architecture, user experience and enterprise BI Strategies.
Lead the design and implementation of interactive dashboards, storyboards, and reports.
Define and enforce visualization standards, governance frameworks and best practices.
Integrate tableau with cloud platforms( like Azure, AWS, GCP) and datawarehouses (like Snowflake, Redshift, etc)
Drive Tableau performance tuning ,version upgrades, and server architecture
Define and implement enterprise-wide Tableau architecture strategies, including multi-node deployments and high availability configurations
Design metadata management layers and semantic models to support reusable dashboards and governed datasets
Lead efforts to migrate-legacy BI platforms to Tableau, including data validation and user adoption strategies.
Design role-based security models and RLS frameworks aligned with data governance policies
Conduct code reviews and provide technical mentorship to junior developers.
A suitable candidate should have 8-10 years of experience in a similar role and should possess a go -getter attitude and a high degree of ownership skills. He/ She should be able to deal with ambiguity
Experience in insurance preferred but not mandatory

PREFERRED PROFILE:

8-10 years of experience in BI/Analytics with atleast 7 Years in Tableau(Desktop, Server, Prep) and SQL.
Excellent communication & presentation skills and should be able to communicate with client effectively
Experience in managing SQL codes and collaborating with customer on visualization needs
Experience in Tableau server administration ,clustering, user management, and backup/recovery planning
Deep knowledge of authentication and authorization mechanisms(SAML, OAuth, LDAP/Active Directory integration)
Good knowledge of Relational Data Base Management and SQL/Teradata
Proven expertise in Tableau architecture, performance optimization and governance.
Strong understanding of data modeling (star/snowflake schemas), SQL, and ETL processes
Experience with cloud platforms, REST APIs, and Tableau Extensions/JanaScript API(would be a plus)
Familiarity with Agile/Scrum methodology and tools like JIRA, Git.
Superior analytical and problem solving skills. Experience in independent insight generation is preferred
Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision
Strong ability to translate functional specifications / requirements to technical requirements
Strong communication and stakeholder management skills.
Experience in PowerBI is good to have
Proficient in creating complex queries, and automate processes across multiple tools
5+ years of strong experience in creating dashboards in Tableau
Bachelor’s/Master's degree in economics, mathematics, actuarial sciences, computer science/engineering, operations research or related analytics areas; candidates with BA/BS degrees in the same fields from the top tier academic institutions are also welcome to apply
Strong and in-depth understanding of Tableau
Data visualization experience
Superior analytical and problem solving skills
Outstanding written and verbal communication skills
Tableau certification(Desktop/Server Specialist or Professional) is a plus.
Able to work in fast pace continuously evolving environment and ready to take up uphill challenges

LOCATION: Remote

Job ID# 3223469

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[internal_notes] =>

Must have –

- Excellent communication skills.

- Proficient in Tableau – dashboard development, optimization, debugging, data flows, maintenance.

- Proven expertise in Tableau architecture, performance optimization and governance.

- Experience in Tableau server administration ,clustering, user management, and backup/recovery planning

- Deep knowledge of authentication and authorization mechanisms(SAML, OAuth, LDAP/Active Directory integration)

- Good knowledge of Relational Data Base Management and SQL/Teradata

- Good experience in SQL

Good to have –

- Experience in PowerBI or other tools

- Experience in insurance industry

--------------------------------------------------

Candidate Submittal Form

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; ; Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com;

Thanks & Regards,

COMPANY OVERVIEW:

POSITION OVERVIEW:

You will direct all federal, state, and local tax compliance functions of the corporation and its affiliates. The position is responsible for Accounting for Income and non-income taxes. You'll work in tandem with the Director of Finance and Tax Planning to identify, implement and maintain tax efficiencies.

This job currently includes some shared supervisory responsibilities on property, tangible property, and B&O filings by providing guidance to Accounting staff during the preparation of statements. You'll be responsible for the overall direction, coordination, and evaluation of the staff. The role is will carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. You'll be responsible for evaluating performance, rewarding, and disciplining employees, addressing complaints and resolving problems. Responsibilities include recruiting, interviewing, and assisting with hiring, coaching, and training employees.

RESPONSIBILITIES:

Responsible for Financial statement reporting regarding income and non-income taxes including but not limited to
Accounts for Income Taxes under ASC 740 including uncertain tax positions.
Accounts for non-income taxes such as franchise taxes under applicable statute.
Coordinates with third party firm that supports the Company in these functions.
Interfaces with tax personnel at outside independent auditors related to tax matters in the financial statements.
Provides monthly & quarterly entries to Controller’s team during the closing process.
Works in tandem with the Controller during the acquisition process to identify and account for purchase accounting and other tax sensitive items.
Provides Controller and Profitability teams with requested tax financial reporting information as requested including forecasted effective tax rate and other tax information.
Maintains and adheres to SOX documentation as well as other accounting policies and procedures.
Maintains and follows corporate banking specific tax sharing agreements as required by regulatory authorities.
Responsible for the timely filing of all federal, state, and local income & franchise tax returns including but not limited to the following:
Identifies and analyzes the of Book/Tax differences (schedule M) within the corporate consolidated group.
Coordinates preparation and review of the Federal & State income tax returns including filing and payment of estimated taxes with the proper Authorities.
Identifies the state filing responsibilities and coordination with outside tax providers as the Corporation and its subsidiaries grow and expand into more states.
Coordinates and reviews internally prepared Real Property, Tangible Property, Business & Occupation Tax (B&O) and other internally prepared non-income tax returns.
Interfaces with internal teams on tax related items to identify and utilize tax credits that provide both tax and community support. Identifies and communicates cost/benefit of programs as appropriate.
Develops appropriate tax planning initiatives and recommendations to place the company in the most effective tax posture. These recommendations should be made to the appropriate managers and departments, and upon approval, be responsible whenever possible for the implementation and follow through of these recommendations.
Coordinates and assists with tax audits and inquiries related to both Federal & state tax issues.
Identifies and coordinates, with the CFO and outside audit and inquiry issues that warrant outside counsel’s involvement, either from a time or issue perspective.
Provides tax advice and support to corporate groups and locations as requested. This may include tax considerations with certain issues in HR as well as other areas.
Identifies process improvements and tax risk/opportunities in all tax functions. Works effectively with the CFO, and Controller to analyze and implement.

PREFERRED PROFILE:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Word, Excel and Outlook.
Experience with Tax Software such as CorpTax or One Source a plus.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to work with others in a team environment.

LOCATION: Hybrid office in Youngstown, Cleveland, or Columbus, OH OR Wheeling, WV (1 - 2 days a week in office)

Job ID# 3331241

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[internal_notes] =>

August 13th:

don't want to exceed a base pay of $180k + opportunity for a 15% bonus and 500 shares of restricted stocks

Please expand your search to Columbus, Youngstown, and Cleveland, OH. Ideally, would want this person in the office either 1 week a month or one day a week.

COMPANY OVERVIEW:

This is the premier natural gas development, midstream, and technology company. Over the past 150+ years, the workforce has produced low cost and low emission natural gas to help meet the world’s growing energy demand and catalyze environmental progress.

POSITION OVERVIEW:

This position is responsible for all disciplines of electrical design on surface projects such as midstream facilities, production facilities, water facilities, gas pipelines, water pipelines, etc. This position will report to the Engineering team but will work closely with the Project Management team as well as Construction, Operations, Permitting, Land, outside engineering consultants, and contractors to design, bid labor and materials, construct and commission these projects.

You will be responsible for creating and maintaining electrical specifications in all electrical disciplines and identifying areas of optimization opportunities to increase capabilities and decrease cost or schedule requirements. You will be responsible for disciplines such as automations and controls, single phase and three phase power design, equipment grounding, site lighting, communications, networking, SCADA integration, etc.

RESPONSIBILITIES:

Ensure all designs meet applicable company and industry codes (OSHA, NFPA, NEC, etc).
Will be responsible for the design, installation and startup of electrical systems 120V to 138kV.
Identify areas of standardization in electrical equipment and system designs.
Managing multiple outside electrical design engineering and contractor firms.
Lead electrical design review meetings (30/60/90) with Construction and Operations stakeholders.
Develop bid document requirements for major and minor equipment and coordinate IFC designs with outside vendors.
Develop electrical and automation labor bid documents and conduct bid process with support of Construction.
Develop/maintain vendor qualifications, KPIs, AMLs, and other quality control processes.
Coordinate major equipment inspection to ensure equipment meets applicable codes, IFC design and company standards.
Developing/reviewing facility cause and effect matrixes.
Coordinating with internal stakeholders on the design of powerlines and the overlap with other disciplines (Land, Permitting, Pad Construction, Equipment Design, Drilling, Completions, etc.
Developing/maintaining equipment load list.
Will assist in the creating “Lock Out Tag Out” procedures.
Researching new technologies and applying them where applicable.
Mentorship of outside disciplines in electrical design to better educate the company of electrical needs and timelines.
Develop and maintain cost and schedule rules of thumb for new project strategizing.
Daily administrative tasks, reporting and communication with the relevant departments in the organization.
Develop, implement, maintain and oversee enforcement of policies, procedures, and associated plans.
Serve as a steward of the company Mission and Core Values (Responsibility, Ownership, and Excellence).

PREFERRED PROFILE:

High school diploma or equivalent.
B.S. in Electrical Engineering or Electrical Engineering Technology.
Must have experience with AC motors, drives, up to 5kV and higher voltage switchgear. This includes the ability to coordinate and program the overcurrent protection devices.
Must possess effective verbal and written communication skills.
Ability to work under pressure in a fast-paced environment.
Strong attention to detail with an analytical mind and outstanding problem-solving skills.
Ability to implement requirements of NFPA 70 for conductor sizing and grounding.
Utilize API 500 for equipment spacing or implementation of area classification.
Ability to present ideas in business-friendly and user-friendly language.
Highly self-motivated and directed.
Team-oriented and skilled in working within a collaborative environment.
Superior analytical, evaluative, and problem-solving abilities.

LOCATION: Pittsburgh Metro

Job ID# 3323297

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[internal_notes] =>

Medium and low voltage design, technical specs and drawings, inspections, and construction support. Those are all competencies we are looking for.

COMPANY OVERVIEW:

This company accelerates their clients towards a knowledge-powered, sustainable competitive advantage, creating differentiated customer experiences and products with enhanced efficiency and speed. Their 15,000+ consultants support several industries including: Scientific Research, Education, Finance, Retail & CPG, Healthcare & Life Sciences, Supply Chain and Media & Technology.

They combine data-driven insights with enterprise know-how to create knowledge unique to an enterprise and its specific problems. This "specific knowledge” is embedded into digital technology & AIs and operationalized with human experts-in-loop, who facilitate iterative improvements in the technology while navigating the complexity that it can’t yet address.

POSITION OVERVIEW:

Use data analysis and machine learning to identify, prevent, and mitigate fraudulent activities related to payments. This includes analyzing large datasets, developing fraud detection models, and collaborating with various teams to implement and improve fraud prevention strategies.

PREFERRED PROFILE:

3+ Years of Banking / Payments analytics experience preferably in a consulting set-up.
Strong experience of developing and deploying Predictive/ML solutions.
Proficiency in SQL, Tableau, Python.
Strong experience in Big Data Technologies like Hadoop, Spark or similar platforms.
Excellent communication skills and strong stakeholder management experience.
Strong problem-solving skills.
Proficiency in Mandarin is a plus.

LOCATION: San Jose, CA

Job ID# 3321931

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[internal_notes] =>

Bill rate: $55/hr - $60/hr

The client is seeking assistance with reviewing and optimizing their fraud processes, as well as training staff in fraud operations management. They require two fraud specialists to work on-site at their St. Petersburg, Florida office for a duration of 12 weeks to accomplish the following tasks:

COMPANY PROFILE:

POSITION OVERVIEW:

RESPONSIBILITIES:

Practice and project the highest ethical standards in all dealings with prospects, customers, and employees.
Have a thorough knowledge and understanding of the capabilities of the enterprise; accurately articulate the appropriate value proposition; investigate and research each opportunity in order to ensure the solution is packaged in a compelling and meaningful way.
Development of new business:
Research and develop a pipeline of qualified prospective clients; proactively targeting and cultivating relationships with key contacts; initial introduction, discovery, opportunity qualification, scoping, positioning and demonstrations which ultimately results in the close of new business.
Understand client's unique needs and business models to negotiate deal structures/contracts and close opportunities.
Assist in team development of formal proposal and presentation strategies; present and clearly articulate all customer opportunities/needs to internal support teams; communicate industry opportunities to management and help facilitate internal enhancements designed to best position the company for success.
Assists with implementation of new sales programs with assigned employee resources.
Account management:
Develop and implement account business strategy and plan to achieve short and long-term business objectives for growth, budget targets, and profitability.
Monitor the execution of the account’s plan and take corrective actions.
Plan and forecast sales for assigned accounts.
Develop and maintain team-based relationship networks at multiple levels within accounts.
Contract management and negotiation.
Prepare and present cost estimates and price quotations to accounts within set pricing policy.
Provide management with continuing reports of prospecting and account activity by entering prospect, customer, and other sales process data into the Salesforce.com Customer Relationship Management (CRM) system.
Ascertain and assure that all elements and necessary documents are complete and correct so that specifications, change orders and invoicing are accurate and receivables collected in accordance with the understanding with the customer.
Maintain sales expense reporting process.
Pursue an active program of self-development by keeping abreast of evolving industry technology, business trends, and current events and by working toward definite personal, civic, and/or corporate goals.

PREFERRED PROFILE:

Education, Experience, Training (Knowledge):

At least 5-10 years professional experience in consultative enterprise selling of data-driven critical communications, direct marketing services, printing, mailing and fulfillment services to health care, financial, insurance, legal, technology, and retail or other industries.
Strong track record in building a pipeline of new business and exceeding established sales targets in a high-value, consultative selling environment.

Skills and Abilities:

Strong analytical skills, including market strategy, customer requirements and success factors, and a value based selling process.
Excellent written and verbal communication and negotiation skills, creation of convincing and strategic sales approach, proposal, documentation, and presentation.
Strong interpersonal skills and the ability to effectively inform, motivate, and organize at times a multi- person sales effort.
Self-motivated with strong organizational and time management skills.
Advanced negotiating skills and contract (statement of work) experience required.
Strong knowledge of printing industry and technical expertise.
Ability to work cross-functionally with production, marketing, and technical teams across our group of seven companies.
Proven hands-on experience with senior executives in large businesses.
Strong customer service relationship skills.

LOCATION: Remote, USA

Job ID# 2856418

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[internal_notes] =>

Research from Darren Loken

Here is a more comprehensive list:

1. Northwest:

a. DCG One (SEA)

b. Kaye Smith, aka sold separately to 1) Smart Source and 2) Exela

c. Premier Press (OR)

d. Print Northwest

e. Print West

f. Emerald City Graphics (RRD)

g. Exela

h. Bridgetown Printing, OR (RRD)

i. Journal Graphics, OR

2. California:

a. DFS (SAC) Document Fulfillment Solutions

b. The Dot Corp (Irvine)

c. Delta Print Group (aka Delta Web) (SAC)

d. Image Options (NoCal)

e. Almaden Press Santa Clara).

f. BR Printers (SoCal)

g. Southwest Offset Printing (SoCal)

h. Broadridge

3. Utah:

a. Litho Flexo (SLC)

b. Lithographix

c. Hudson Printing

d. Aspen Press and Packaging (SLC)

e. Sun Litho

f. American Label

g. Response Label

h. I/C Group

4. National (biggies in multiple states):

a. RRD RR Donnelley

b. Taylor Corp

c. SG 360 (IL)

d. Japs-Olson

e. O’Neil Printing

f. Broadridge

g. Quad Graphics

h. Nosco Pharma Printing (Illinois, WI, Penn, NY)

i. Exela

April 7 2025:

KP provides medical insurance for our employees (typical plan with “buy-up” options for reduced out of pocket costs / reduced deductibles and co-pays). Employees have to pay for spouse / dependents.
Health Savings Account (HSA) – I contribute $300 per paycheck (26 pay days per year) for tax savings on out of pocket medical/pharma.
Basic Life Insurance @ $10,000, can “buy-up” to add more coverage
Basic AD&D @ $10,000, can “buy-up” to add more coverage
Long-term disability at modes $5,600, can “buy-up” to add more coverage
Short-term disability @ $550 (not sure what cadence that payout is), can “buy-up” to add more coverage
Voluntary Optional additions (at employee’s cost): Vision, Dental, Life Insurance, AD&D, LFSA (flexible spending account), Dependent care reimbursement, Accident, Identity theft, Critical illness plans.
401(k) day one, (Fidelity) company matches 50% up to the first 3% of the employee’s contribution.
Travel and entertainment reimbursement.
Company cell phone and laptop, and office supplies, etc.

***Key differentiator: Strong production plants to support volume from clients ***

1/07/25

per chris... Came across this company that may be a target for KP.

Overview

Website

https://osgconnect.com

Verified page

_____________________________________________________________________

1.6.2025 Update:

Make sure they are not selling equipment (like printers)

Focus on Med Device and Pharma vertical (Life Sciences) — he has an internal sheet to share with us.

Medical Devices — used in hospital — like a pacemaker or a stint — devices are sealed in sanitary packaging, airtight - they have to have the little instruction sheets inside each one of them for what they need to do. Can't be in the middle of an operating rule and break open a device without it having instructions or directions for use. Super critical market. Some form of an instruction sheet that they print, fold down small, and include in the packaging.

There's also the marketing side of the business. Can print marketing collateral for their sales reps to deliver to the doctors and the surgeons.

They are not given any accounts to start, they start fresh — they will be given a list of hot prospect clients.

Pharma — not as much like they do on med device. But for example, Bayer, is one of their clients. Did a worldwide RFP for labels for all of their bottles like Aspirin — instruction sheets, product labels, etc. Top tier clients — they list several.

Financial Services (Enterprise) — he has two candidates that are deep in the process — they already had an engagement with a recruiting firm before they started working with us. Slow role this one while we build up the other.

The plant that does 90% of the productions in SLC, Utah and those clients are nationwide and worldwide (Puerto Rico, Germany, etc.) so this person can be anywhere; could be ideally in MST or CST. EST is fine too. Med Device and Pharma, they can be pretty much anywhere in the US.

RR Donnelly is really only the other significant player in that segment. They have a whole life sciences division.

If Jeff Overstreet retires in the next 5-years, this could be a really lucrative position for them.

Life Sciences (Pharma, Med Device and Biotech)

No real Geographic restrictions, except would be better if closer to MST, clients are nationwide, production is in Utah, distribution is in Pharr, Texas, thus plant communications will be MST. They may be occasional travel into Mexico and Puerto Rico.

COMPANY OVERVIEW:

POSITION OVERVIEW:

Reporting to the Head of Product Management, this role will own lifecycle management for a new interactive BI client solution. Additionally, this role is responsible for helping to drive agile development discipline and efficiencies in cross-functional collaboration.

RESPONSIBILITIES:

Product Vision and Strategy

Collaborate with stakeholders to understand market needs and user pain points. Develop and own development roadmap.
Prioritize features: Make data-driven decisions to prioritize features and initiatives. Ensure alignment with business goals and user needs.
Manage lifecycle: Oversee the full product lifecycle, building a practice of iterative delivery and continuous improvement.
Go to market: Own and coordinate planning and execution of go to market, including pricing/product bundling strategy, licensing, product positioning, promotional planning, support and training.

Agile Expertise

Work within Agile methodology: Deep understanding of Agile practices. Experience working with development teams in Agile sprints to deliver high-quality releases.
Sprint planning: Lead or participate in sprint planning, backlog grooming, and daily standups to keep development aligned with business goals.
Iterative development: Foster an environment of continuous feedback, adaptation, and refinement based on user testing and team retrospectives.
Technical communication: Partner with development team to translate business requirements to technical requirements. Work with developers to ensure technical feasibility.

Stakeholder Management and Communication

Cross-functional collaboration: Work closely with internal and external team members across engineering, UX/UI, marketing, and other stakeholders to ensure alignment on goals, timelines, and product features.
User-centered focus: Engage directly with users and internal teams to gather feedback, conduct usability testing, and iterate on product designs and features.
Product documentation: Develop and maintain clear and concise documentation (user stories, acceptance criteria, epics) to ensure smooth communication and understanding across teams.

User Experience (UX) and Design

Collaborate on UX/UI design: Work closely with design teams to ensure the product is intuitive and provides an engaging user experience.
Focus on usability: Advocate user-centered design principles and help identify pain points to ensure the toolset's functionality and interaction.

Metrics and Performance Tracking

Define success metrics: Develop clear KPIs and success metrics (e.g., user engagement, qualified leads, NPI) to measure the toolset's effectiveness.
Data-driven decision-making: Leverage data analytics tools to track usage patterns, identify opportunities for improvement, and validate hypotheses.
Continuous improvement: Use metrics and feedback to iterate on product features, improving performance and user satisfaction.

Communication and Leadership

Clear communication: Ability to clearly communicate product vision, decisions, and trade-offs to both technical and non-technical stakeholders.
Leadership and influence: Lead by influence without direct reporting authority, inspiring teams to execute the product vision and collaborate effectively.
Time management: Ability to manage multiple initiatives and prioritize effectively in a fast-paced, iterative environment.
Risk management: Identify potential risks and devise mitigation strategies, ensuring project timelines and product quality are maintained.

PREFERRED PROFILE:

Bachelor’s degree required.
5+ years of product management experience. Background in technical (Saas-based) product management and product builds. Commercial product management experience a plus.
Experience with Agile development implementations: Demonstrated experience in Agile development practices.
Leadership and decision-making: Proven ability to drive decisions, balance competing priorities, clear roadblocks, and motivate teams.

LOCATION: Remote - (Ideally Chicago, but not required)

Job ID# 3110891

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[internal_notes] =>

We are willing to go up to $175. That's a hard ceiling for a candidate who checks all of the boxes (direct hands-on experience designing microservice architecture, migrating from monolith to microservices in Azure, establishing and enforcing architectural standards, collaborating with business and technical audiences, ideally experience managing direct reports, located in Chicago).

Whoever we hire will be one of one for at least a couple of years. They will not be able to delegate to other architects or defer to a more senior architect (except initially with our consultants. They must be willing and able to do hands-on architecture work and have full accountability. That focus may shorten your list. Also, Mark Wagner has 15 years at the FHLB Chicago (which is a very secure employer that offers very generous benefits). I doubt he'd leave that role.

It's possible that the person we hire eventually could have direct reports (e.g., software engineering managers).

States they can be located and the bolded states are preferred.

Arizona, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, Pennsylvania, Virginia,

New Interview Process

Jeff, then the two technical interviews (back to back), then the Dir of IT

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Manages the product development process, ensuring that milestones are met and that the product is delivered on time and to specification
Works closely with the development team throughout the product development process, providing deeply detailed business requirements, change requests, user interface mockups, and other documentation as necessary for clarification and direction
Defines user stories and acceptance criteria and ensure they are clearly understood by the development team.
Collaborates closely with Senior Business Analysts in requirements development and user acceptance testing.
Supports senior leadership in prioritizing the product backlog, ensuring the team is working on the highest value features.
Ensures that the product is user-friendly, scalable, and meets quality standards.
Ensures product enhancement and new product development process is aligned with the client/industry needs, organizational resources, and current strategies.
Provides leadership and direction through managers, supervisors and/or individual contributors
Accountable for the performance and results of a defined product category
Applies broad industry knowledge and business acumen to drive financial performance
Directs the resolution of highly complex or unusual business problems applying advanced critical thinking
Recognized as a Product Subject Matter Expert when engaging with and advising senior leaders across the business
Contributes to the development of functional/ operational long-term strategy and the development of annual business plans

PREFERRED PROFILE:

Bachelor’s degree in relevant field
3-5 years of experience as a Product Owner or Product Manager in the Information Services or Financial Services industry.
Experience working with credit reports, credit scores and related services (credit supplements, letters of explanation, rescores).
Working knowledge of mortgage origination/underwriting or similar processes
Strong understanding of software development lifecycle processes and methodologies.
Experience working in Atlassian Confluence and Jira or similar project management and development collaboration tools.
Experience with B2B, Software-as-a-Service applications.
Experience with cloud technologies and API development.
Familiarity with user experience (UX) design principles

LOCATION: Remote

Job ID# 3161059

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COMPANY OVERVIEW:

This company is committed to growing and scaling its operations in the renewable and agricultural industries while delivering high-end products and services to our customers. Their facility in Columbus, Ohio, is a critical part of their growth strategy, and they're looking for a driven and experienced General Manager to join their team and lead the charge in optimizing and growing plant operations and capabilities and managing all personnel.

POSITION OVERVIEW:

The company is seeking an experienced Plant Engineer to join their team. This role requires hands-on expertise in designing, commissioning, and operating industrial wastewater or separation equipment. The ideal candidate will be responsible for planning, directing, and coordinating the design, construction, modification, performance, and maintenance of equipment and machinery.

RESPONSIBILITIES:

Establish standards and policies for installation, modification, quality control, testing, inspection, and maintenance
Prepare project scopes, schedules, and coordinate work between in-house resources and contractors
Collaborates with the Operations manager, performs hands-on troubleshooting of basic electrical and mechanical issues with pumps, motors, sensors, valves, etc.
Directs the maintenance of plant equipment and coordinates the requirements for new designs, surveys, and maintenance schedules
Develop and prepare engineering and operational estimates for capital improvements
Develop, maintain, and communicate key production, financial, quality, operating expense & cost metrics
Other duties, as needed

PREFERRED PROFILE:

Bachelor’s degree in Engineering is required
At least 5 years of process engineering experience in wastewater treatment or plant operations
Proficient in reading and understanding mechanical drawings and schematics
PLC experience with ability to read ladder diagrams, VFD experience is highly preferred
Strong communication skills and ability to work independently and collaboratively with others

LOCATION: Columbus, OH

Job ID# 3314502

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[internal_notes] =>

Onsite interview location: 2130 Advance Ave Columbus, OH 43207

https://www.linkedin.com/company/ohio-processing-and-recycling/

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Senior Sales Manager is responsible for leading and executing the company’s sales strategy across North America. This role oversees a national sales team, develops key customer relationships, and drives revenue growth through strategic account development. The ideal candidate will have a strong background in B2B, proven team leadership in driving results, and a strong understanding of North America market dynamics in one or more of the following – HVAC, Food & Beverage, Industrial or Consumer Appliances.

This role is available for the right candidate to be remotely located in the Midwest or Southeast U.S. with up to 50% travel throughout the United States.

RESPONSIBILITIES:

Sales Strategy and Execution

Work with Sales leadership in the development of North America sales strategies to meet or exceed revenue, margin, and market share targets.
Identify growth opportunities within current and new customer segments.
Manage the go-to-market strategy for new product launches and services in North American markets.

Customer and Channel Management

Lead strategic customer relationships, including OEMs and key accounts.
Oversee the development and negotiations of customer supply and logistics contracts.
Strive for providing the customer with an excellent experience through active relationship building and conflict management resolution.

Team Leadership and Performance Management

Lead, develop, and motivate a high-performing North America-based sales team.
Set clear performance goals, coach team members, and foster a culture of accountability and collaboration.
Align team efforts with overall commercial goals and coordinate closely with Sales leadership, Marketing and Product Management.

Sales Operations and Reporting

Drive accurate sales forecasting and pipeline management through effective CRM use and discipline.
Analyze sales performance metrics and adjust plans to ensure targets are achieved.
Deliver regular updates to senior leadership on revenue performance, customer trends, and market activity.

Cross-functional Collaboration

Collaborate with cross-functional teams including Product, Engineering, Marketing, and Operations to support customer needs and deliver tailored solutions.
Provide field-level feedback to help inform product development and competitive positioning.

PREFERRED PROFILE:

Bachelor’s degree in Business, Engineering, Marketing, or a related field; MBA preferred.
8+ years of B2B sales experience, with at least 3 years of Sales team leadership experience.
Proven track record of driving revenue growth and developing strategic customer relationships within the North American market.
Strong commercial acumen and negotiation skills.
Proficient with CRM tools (e.g., Salesforce) and data-driven sales reporting.
Excellent communication, presentation, and interpersonal skills.
Ability and willingness to travel up to 50% within North America.
Experience in HVAC, Food & Beverage, Industrial or Consumer Appliances markets preferred.

LOCATION: Remote in Midwest or Southeast

Job ID# 3313663

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[internal_notes] =>

COMPENSATION: Up to 150k and a 20-25% bonus.

Preferred Geography outlined below.

COMPANY OVERVIEW:

Our Ed Tech client is a long-standing and globally recognized provider of dependable, research-backed solutions for career development across the lifespan and diverse populations. Their offerings, utilized by a significant number of individuals worldwide (nearly 165 million), encompass evidence-based assessment, educational planning, and career guidance tools and resources.

They provide cost-effective options spanning pre-K through retirement, with adaptable products and services focused on fostering continuous learning, growth, and accomplishment. The client prides itself on delivering thorough tools and resources for career planning at all life stages, while also facilitating communication and partnership among crucial entities for economic prosperity, including education, business, industry, community, and government bodies.

POSITION OVERVIEW:

The Vice President of Strategic Account Management manages and oversees our most strategic partners (clients) within our portfolio of our products. These partners can be situated in the K-12, corporate, or government markets.

The Vice President of Strategic Account Management will be responsible for executing on a high touch communication cadence with key external stakeholders that work within our strategic partnerships, providing a high energy approach to expanding our footprint within the client landscape, and be responsible for the revenue retention and growth of each strategic partner. The individual must be able to accomplish these goals by their individual skill level and by also effectively managing a team of internal players who are directly responsible for specific partners. This individual should also be an expert at leveraging internal cross-functional teams and available resources. The goal is to ensure our partners’ needs, challenges, and objectives are always being met and are retained as partners for the long term.

RESPONSIBILITIES:

Serve as the company lead for a portfolio of strategic accounts and head the development and execution of partner success plans which will ensure account retention, growth, and deepening of high-level partner relationships.
Manage a team who is directly responsible for the account management of specific partners, build on their expertise, and work with them to deliver/execute on the partner success plans that have been put in place.
Build strong relationships at the highest levels of each partner hierarchy which can include state government agencies, corporate entities, and K-12 districts.
Provide clear direction to internal, cross-functional team members to ensure that partner projects are appropriately scoped and executed on.
Execute, build, and manage communication cadences that are specialized for each strategic partner. Topics must include but are not limited to: Maximizing the value of purchased products, sharing progress and relevant data, mitigating relationship risks, and providing issue resolution.
Anticipate partner needs and adapt with strategic solutions for partnership opportunities.
Assist CRO on managing the Partner P/Ls and contribute to the annual budgeting and planning cycle.
Provide thought leadership to the executive team, laterally to company leaders, and with all team members accordingly to ensure all are up to speed on the state of relationships and that there is knowledge for continued idea generation and exploration to stay ahead of the market.

PREFERRED PROFILE:

Bachelor’s Degree in Sales, Marketing, Business or similar concentration. Will also look at length of time in account management roles as a substitute to specific type of degree.
A minimum of 8 years of demonstrated strategic account management success within areas of retention, revenue growth, partner happiness, and relationship building.
A minimum of 5 years managing account management teams with a focus on revenue retention, revenue growth, and support management.
8+ years of K-12 Ed Tech account management experience is highly preferred.
5+ years of K-12 strategic account management at the state gov’t level is highly preferred.
Proven ability to build on the relationship matrix within partners and possessing a skill set in being able to get into C-suite/Top level of agencies
Proven experience in presenting to executive level on data, results, outcomes, and projections.
Proficiency in reporting and data-driven decision-making.
Position can be remote, preference given to local applicants.
Strong professional and persuasive communication skills. You can articulate thoughts and ideas clearly with excellent written and verbal communications.
Be a a strong culture leader, with an ability to flex with the needs of individuals on your team, desire to coach and be part of someone’s success journey.
Effective organization skills, flexibility, and the ability to set priorities. • Strong analytical skills and the ability to translate data into actionable insights.
High level of attention to details, ability to listen with empathy, and ask follow up questions for understanding and clarity.
Results-oriented mindset with track record of driving successful outcomes in interactions.
A team-based culture player that can interact effectively with everyone regardless of position.
A commitment to achieving performance goals both individually and as a team.
Can quickly become an expert in your area of business and good at problem solving
Solid project management skills.

LOCATION: Remote (25% travel)

Job ID#3135104

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[internal_notes] =>

5/21/25

This role will be reporting to Connor Harrington- CEO. Kristi is passing on the 2 candidates they interviewed as the didn’t wow her. (said one wanted to be a road warrior and do everything face to face which this role is combo of phone, zoom, and face to face as needed). Other was focusing more on higher ed and not K-12. Some areas need to target:

NEED to have current or recent (not 8-10+yrs ago) experience selling technology to K-12
Need to displayed longevity (Connor will question those with jumps like every yr or less)
CANNOT hire anyone in CA
Still targeting Midwest but open to other areas
NO LONGER a confidential search.

COMPANY OVERVIEW:

POSITION OVERVIEW:

You will be reviewing and optimizing fraud processes, as well as training staff in fraud operations management.

RESPONSIBILITIES:

Phase 1: Process Review and Optimization
Conduct a comprehensive review of existing fraud operations processes
Identify gaps, inefficiencies, and potential improvement areas
Develop detailed recommendations for process streamlining
Create a high-level plan for process improvement
Develop metrics and KPI tracking mechanisms
Phase 2: Project Rollout and Implementation
VCA will develop an implementation roadmap based on expected benefit/impact of identified opportunities in phase 1
Develop detailed implementation plan for each identified opportunity
Phase 3: Education, Training, and Talent Management
Assess current training programs and identify knowledge gaps
Design and develop a comprehensive training curriculum
Conduct a skills gap analysis
Develop talent development strategies
Design performance evaluation criteria specific to fraud analytics and operations

DELIVERABLES:

Comprehensive review report of existing fraud operations processes
Detailed recommendations and high-level improvement plan
Metrics and KPI tracking mechanisms
Comprehensive training curriculum
Implementation plans for prioritized projects
Skills gap analysis report
Talent development strategy document
Performance evaluation criteria

LOCATION: St. Petersburg, FL

Job ID# 324575

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[internal_notes] =>

Bill rate: $55/hr - $60/hr

COMPANY PROFILE:

POSITION OVERVIEW:

As a Sales Executive, you will be responsible for driving revenue by selling the company's products and services. This role focuses on identifying, developing, and closing new business opportunities with key decision-makers, while managing long-term relationships and expanding within existing accounts. Your primary goal will be to meet or exceed revenue targets by demonstrating the value of solutions and building deep partnerships with clients.

RESPONSIBILITIES:

Have a thorough knowledge and understanding of the capabilities of the company; accurately articulate the appropriate value proposition; investigate and research each opportunity in order to ensure the solution is packaged in a compelling and meaningful way.

Development of new business:

Research and develop a pipeline of qualified prospective clients; proactively targeting and cultivating relationships with key contacts; initial introduction, discovery, opportunity qualification, scoping, positioning and demonstrations which ultimately results in the close of new business.
Understand client's unique needs and business models to negotiate deal structures/contracts and close opportunities.
Assist in team development of formal proposal and presentation strategies; present and clearly articulate all customer opportunities/needs to internal support teams; communicate industry opportunities to management and help facilitate internal enhancements designed to best position the company for success.

Account management of existing business/accounts (40 named accounts/$2M+ in revenue)

Learn/research history and current state of each inherited account. Quickly build a relationship with key contact and build customer trust.
Develop and implement account business strategy and plan to achieve short and long-term business objectives for growth, budget targets, and profitability.
Monitor the execution of the account’s plan and take corrective actions.
Plan and forecast sales for assigned accounts.
Develop and maintain team-based relationship networks at multiple levels within accounts.
Contract management and negotiation.
Prepare and present cost estimates and price quotations to accounts within set pricing policy.
Ascertain and assure that all elements and necessary documents are complete and correct so that specifications, change orders and invoicing are accurate and receivables collected in accordance with the understanding with the customer.
Maintain sales expense reporting process.
Pursue an active program of self-development by keeping abreast of evolving industry technology, business trends, and current events and by working toward definite personal, civic, and/or corporate goals.
Other duties as requested or assigned.

PREFERED PROFILE:

At least 5-10 years professional experience in consultative sales in the Commercial Printing industry – litho printing, digital printing, bindery and mailing services.
Strong track record in building a pipeline of new business and exceeding established sales targets in a high-value, consultative selling environment.

Skills and Abilities:

Strong knowledge of the printing industry and technical expertise.
Strong analytical and problem solving skills, including market strategy, customer requirements and success factors, and a value based selling process.
Excellent written and verbal communication skills, creation of convincing and strategic sales approach, proposal, documentation, and presentation.
Strong interpersonal skills and the ability to effectively inform, motivate, and organize at times a multi- person sales effort.
Self-motivated with strong organizational and time management skills.
Strong customer service relationship skills.

LOCATION: Remote on West Coasts

Job ID# 3122506

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[internal_notes] =>

There is a potential for a couple accounts but the expectation is that the position is now new business driven.

· $125K - $150K is the base range.

· OTE $150K - $200K

Also, I owe you the names of similar printshops in the PNW that would have both Project Mangers and Salespeople we would be interested in talking to:

Emerald City Graphics

Also, here is a list of reps that may be a good fit and worth contacting. I don’t have contact info for all of them.

Name

Company

Sherry Cooper

AAA Printing

Sara Riebe

DCGOne

sara.riebe@dcgone.com

Kari Keller

DCGOne

Linda Kepper

DCGOne

linda.kepper@dcgone.com

Christina Hatton

PrintNW

christinah@printnw.com

Greg Tranum

PrintNW

gregt@printnw.net

Adam Lindgren

PrintNW

Adaml@printnw.net

Jeremy Burris

Printwest

COMPANY OVERVIEW:

A leading risk management solution provider that helps clients leverage the power of data to make better-informed business decisions. The company delivers secure access to consumer and commercial credit bureaus, as well as specialty data providers. Their technology helps leading companies predict and manage risk in a variety of industries, including financial services, insurance, and brokerage services.

POSITION OVERVIEW:

The candidate is expected to proactively generate and purse new sales. The Senior Account Executive will fully understand the product suite, targeted verticals and ‘high impact’ potential clients. It is expected that you can skillfully navigate the client’s internal landscape and gain access to critical decision makers.

The ideal candidate will have a strong competitive spirit, extensive network and be accustomed with working in a very fast paced environment. We're looking for that special candidate who is decisive, team oriented and possesses a drive to succeed. You hate to lose more than you like to win.

RESPONSIBILITIES:

Identify and develop new business opportunities through research, networking, and strategic outreach.
Build and maintain strong relationships with potential and existing clients.
Conduct market analysis to identify industry trends, customer needs, and competitive positioning.
Develop and present compelling sales pitches, proposals, and demonstrations.
Collaborate with internal teams, including marketing and product development, to align sales strategies with company goals.
Negotiate and close deals to meet or exceed sales targets.
Track and report on sales performance, market trends, and customer feedback.
Represent the company at industry events, conferences, and networking functions.
Develop and expand networks in multiple verticals to create new partnerships and business pipelines.
Manage client contracts and facilitate client communications.
Maintain detailed records and reporting for business development activities.

PREFERRED PROFILE:

Bachelor’s degree in Business, Marketing, or a related field.
3+ years of experience in business development, sales, or account management, preferably in the software industry.
Experience in financial services or property/casualty insurance industries and how these industries utilize third-party data (preferred).
Proven track record of achieving and exceeding sales targets.
Strong negotiation, communication, and presentation skills.
Ability to understand technical concepts and translate them into business value.
Self-motivated, goal-oriented, and able to work independently.
Familiarity with CRM software and sales analytics tools.
Strong work ethic, problem-solving, and analytical skills.

WHY JOIN?

Competitive compensations and benefits package including tuition assistance, company paid disability and life insurance
Generous PTO and company paid holidays
The average tenure is over 9 years

LOCATION: Remote

Job ID# 3299359

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[internal_notes] =>

His relevant experience
His demeanor – he’s humble, but confident. (the other guy they recently interviewed was cocky)
He answered questions with detail
He is coming into DMS with a solid sales process foundation and talked a LOT about what he’s going to do to help them advance.

The above reasons are why they hired Joe Hauntula - Abigail's candidate. They want to emulate these bullet points.

5.31.22 - em blast - removed attached to order, comp over $145K, non-US - sent to

https://loxo.co/agencies/158/people?query=Data%20AND%20(risk%20OR%20%22financial%20services%22%20OR%20%22P%26C%22%20OR%20%22property%20%26%20casualty%22%20OR%20%22property%20and%20casualty%22)%20&current_title=%22Account%20Executive%22%20OR%20%22Account%20Manager%22%20OR%20Sales%20OR%20NOT%20Engineer%20OR%20NOT%20VP%20OR%20NOT%20president%20OR%20NOT%20inside%20OR%20NOT%20Presales%20OR%20NOT%20%22Pre%20sales%22%20OR%20NOT%20%22pre-sales%22%20OR%20NOT%20AVP%20OR%20NOT%20EVP%20OR%20NOT%20SVP%20OR%20NOT%20Chief%20%20OR%20%22Business%20development%22%20OR%20SDR%20OR%20NOT%20%22self%20employed%22%20OR%20NOT%20%22Self-employed%22%20OR%20NOT%20retired&current_company=NOT%20AkitaBox%20OR%20NOT%20Webbula%20OR%20NOT%20ID90%20OR%20NOT%20Fareportal%20OR%20NOT%20Lectra%20OR%20NOT%20Inmar%20OR%20NOT%20Doddle%20OR%20NOT%20CNX%20OR%20NOT%20Upland%20OR%20NOT%20Uplandme%20OR%20NOT%20Leadspace%20OR%20NOT%20%22Content%20Guru%22%20OR%20NOT%20Lumendata%20OR%20NOT%20ViralGains%20OR%20NOT%20%22Corporate%20Insight%22%20OR%20NOT%20%22Corporate%20Insights%22%20OR%20NOT%20Uplead%20OR%20NOT%20Upland%20OR%20NOT%20UPlandme%20OR%20NOT%20%22point%20predictive%22%20OR%20NOT%20Ebix%20OR%20NOT%20Intelity%20OR%20NOT%20Keypr%20OR%20NOT%20Convergepoint%20OR%20NOT%20NWN%20OR%20NOT%20Carousel%20OR%20NOT%20GradientAI%20OR%20NOT%20%22Gradient%20AI%22%20OR%20NOT%20Acxiom%20OR%20NOT%20Decisions%20OR%20NOT%20Traxo%20OR%20NOT%20Quinte%20OR%20NOT%20DMS%20OR%20NOT%20%22Digital%20Matrix%22%20OR%20NOT%20Uplead%20OR%20NOT%20Innovis%20OR%20NOT%20CBC%20OR%20NOT%20CBCInnovis%20OR%20NOT%20DataVerify%20OR%20NOT%20%22Data%20Verify%22%20OR%20NOT%20Amrent%20OR%20NOT%20Byte%20OR%20NOT%20SBS%20OR%20NOT%20Aqfer&macro_location=NOT%20California%20OR%20NOT%20CA%20OR%20NOT%20%22San%20Francisco%22%20OR%20NOT%20%22San%20Diego%22%20OR%20NOT%20%22Los%20Angeles%22%20%20OR%20NOT%20Canada%20OR%20NOT%20India&person_type_id%5B%5D=149&custom_text_1=NOT%20%22YES%22%20&custom_text_3=NOT%20%22YES%22%20OR%20NOT%20%22BIM%22&custom_text_2=NOT%20%22YES%22%20&started_working_at_start=5&started_working_at_end=13

2/16/2023

What Carson highlighted in Greg's resume:

Areas of strength:

Consultative strategic selling
Data & analytics
Risk analysis
Property & casualty insurance

Companies:

Experian
growth with existing and new accounts within the insurance industry
credit, risk, analytic, fraud, compliance
marketing solutions within this focused industry
CSC (Computer Sciences Corp)
Verisk Analytics
Client relationship executive
Provide significant industry expertise and client business acumen
Achieved sales success in accounts such as Leading Insurance Group, Travelers, Donegal, Tower Group and The Hartford.

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a Director of Continuous Improvement who will be responsible for executing the strategy of driving value creation by implementing Lean tools and process improvements across the company. The incumbent will provide cross-functional leadership across locations that include Mexico, China, Thailand and the United States. They will create guidelines, training, and standard operating procedures to provide consistent execution and optimal performance in all locations worldwide. Also, they will assist in the identification of key leaders for operations process improvement implementation at each location.

RESPONSIBILITIES:

Work with Executive Leadership Team, Plant Managers, Operations Managers, and other key leaders to achieve targeted KPI performance and drive strategic decisions
Prepare and present financial reports to stakeholders, providing insight into schedule, performance and budget adherence
Establish and deploy a Standard Operating System to be followed by each location for standardizing and optimizing operational processes, ensuring consistency in quality, delivery and cost
Promote a “best in class” culture of continuous improvement by developing and building followership to a common vison and strategy
Foster open communication, professional development, best practices sharing, and recognition to promote employee engagement and improve operational standards
Develop strategies, project funnels and business cases to support the achievement of value creation goals aligned to strategic initiatives
Demonstrate success of achieving measurable results that contribute to financial performance and cost savings
Implement Lean methodologies to streamline operations processes, reduce cycle times and eliminate waste to improve workflow efficiency
Utilize Six Sigma tools to identify defects and drive process improvements; ensure consistency across facilities in areas such as 5S+1, Visual Factory, performance metrics, displays, etc.
Champion Kaizen methodologies focused on efficiencies, quality control, and employee engagement and accountability
Develop and manage project budgets, ensuring alignment with financial goals and effective resource allocation
Develop resources and skill sets in each site/department to support the Company’s operations process improvement strategy
Coordinate, develop, implement, and provide operations process improvement trainings/workshops for implementation and refresher sessions as required
Evaluate current practices, recommend changes, and monitor implementation activities to better achieve increased customer, productivity, and inventory management and enhance global growth potential
Guide and collaborate with manufacturing and quality engineering teams for all manufacturing departments to drive production improvements, PPM reductions, and New Product Launch
Ability to work extended periods onsite at plant locations as needed
Up to 50% travel, including international, will be required

PREFERRED PROFILE:

Bachelor of Science degree in Engineering or a related field, and a minimum of ten (10) years’ experience in operations and manufacturing-related assignments. Previous managerial experience required
Lean Champion Certified. Black Belt, 6 Sigma Certification. Project Management Certification.
Continuous improvement mindset
Demonstrated leadership and interpersonal skills
Strong written and verbal communication skills
Demonstrated judgment and decision-making capability
Demonstrated organizing and planning capabilities
Ability to travel both US domestically and internationally as needed up to 50%

LOCATION: Columbus, OH

Job ID# 3296754

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[internal_notes] =>

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Advanced Software Engineer will help deliver high-quality software solutions for internal and customer use.

RESPONSIBILITIES:

Designing, developing, and testing applications in Microsoft .NET, SQL, and other programming environments.
Deploying and monitoring software applications using automated tools.
Automating configuration, security, and deployment of infrastructure in cloud environments using infrastructure-as-code and similar tools.
Collaborate with other developers, testers, and stakeholders to ensure the software meets the business needs and follows the best practices.

PREFRRED PROFILE:

A bachelor's degree in computer science or a related field
3+ years of experience with SQL databases and integration tools, Microsoft SQL Server or Azure SQL experience preferred
3+ years of experience with development of applications and integrations using Microsoft Dynamics 365 CRM, Power Platform, and related technologies
Proficiency in building applications and integrations using C# and JavaScript
Experience developing application integrations using batch-based technologies such as SSIS and Data Factory, as well as event-based API integrations using technologies such as EventHub or Kafka
Experience with Microsoft Azure and other cloud platforms, or the ability to learn quickly
Experience with PHP, WordPress, and general website development tools desired
Excellent communication, problem-solving, and teamwork skills
A passion for learning new technologies and improving your skills

LOCATION: Remote - (Ideally located in Philadelphia, PA; Chicago, IL; or St. Louis, MO)

Job ID# 3278124

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COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3266651

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[internal_notes] =>

Colin Dormody

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3296038

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[internal_notes] =>

Tucker Personett

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3296039

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

COMPANY OVERVIEW:

POSITION OVERVIEW:

RESPONSIBILITIES:

Customer Service Skills:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Capable of handling research and special projects, including coordinating with other departments.
Detail-oriented and self-motivated to complete required tasks in an efficient and timely manner.

Essential Duties & Responsibilities:

Interprets financial statements, perform cash flow and personal financial statement analysis.
Completes credit underwriting for annual relationship reviews, line of credit renewals and loan modifications with minimal assistance.
Performs testing of commercial loan covenants.
Develops initial underwriting and assess credit worthiness and financial strength of a commercial loan applicant with minimal assistance.
Develops knowledge of lending standards, banking laws and regulations, and bank credit policies and procedures.
Determines the need for additional information, and work with the Banker to obtain information necessary to formulate a credit decision.
Presents facts concerning the credit worthiness of commercial loan applicants, loan structure, and other relevant matters to management.
Assists with data gathering and review for various portfolio management projects where necessary.
Performs other duties as may be assigned

PREFERRED PROFILE:

Bachelor’s Degree in a business-related field required (Accounting or Finance preferred).
At least two years of increasing responsibilities performing commercial credit underwriting and analysis, or commensurate accounting or finance experience required.
Understanding of commercial loan structures and underwriting required.
Experience with commercial real estate and commercial and industrial loans required.
Formal Credit Training with proven analytical analysis preferred.

ADDITIONAL REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of Microsoft Office products and other computer software.
Proficiency in Excel preferred.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work with mathematical concepts such as net present value and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Excellent communication skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write presentations that conform to prescribed style and format.
Ability to effectively present information to top management.

LOCATION: Remote in preferred geographies

Job ID# 3296038

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COMPANY OVERVIEW:

Our client provides new technology and data center products, as well as fully configured top tier solutions. They were founded by a successful group of tech entrepreneurs with over 50 years of combined experience in the information technology industry. Leveraging their expertise in distribution, direct sales, global sourcing, and information technology, they have created a company that truly understands the business needs and what is important to today’s small and medium companies.

POSITION OVERVIEW:

The senior account executive is a high-level professional who works to sell products and services to potential clients and maintain relationships with existing customers. You will not have any unnecessary KPI’s or micromanagement of metric driven initiatives. The company's sales individuals have full autonomy to run their business as they see fit within the confines with corporate protocols.

You will also have no geographic or vertical alignment or time-zone restrictions. You're encouraged to be creative and participate in leadership forums to brainstorm growth initiatives, all ideas are welcome!

RESPONSIBILITIES:

Managing your portfolio and increasing lines of business and partnerships with IT leaders at small to enterprise clients.
Drive net new growth leveraging sales enablement tools such as Salesforce, ZoomInfo, and Connect & Sell.
Current ERP migration to Oracle NetSuite with VAR as front-end.
Customer visits are supported and encouraged, but not required.

PREFERRED PROFILE:

5 years or more of experience in Hardware and Software sales.
Established book of business that you are a trusted partner with.
Proven ability to navigate the sales process and secure deals.
Demonstrated track record of generating new partnerships and relationships.

BENEFITS:

Work from home. Full equipment set up provided.
Strong health and benefits package.
Positive culture led by a highly experienced leadership team.
Robust solution suite with highest level of certifications with all major manufactures and software publishers.
Strong services portfolio from Cloud and Security offerings, Deployment and Life Cycle Management, In-house integration, and Warehousing facilities.
401k match program in the US and supporting many local community events.

LOCATION: USA

Job ID# 2202354

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[internal_notes] =>

OK to hire Canada --- they have 10 or so reps there.

Klutch – he’s poached from them quite a bit. They are now commission only;

The main thing is the non-solicit agreements – SoftwareOne – they can expand their portfolio; Softchoice was recently acquired by WWT.

Comp is the more the sell, the more you make – they don’t have quotas.

Some of the CDW reps had integrated systems; onboarding third party providers, sometimes it’s get them excited, and revisit with them. Can source from Insight as well. Outside of California they have a non-solicit.

Other firms have worked on this role. Need to make an impression. HM has a short and to the point communication style.

Book time with Shawn Goldenberg

BTW if you can find out what their "level" is at Insight if they have one that tells me their salary and commission rate.

COMPANY OVERVIEW:

POSITION OVERVIEW:

The Solutions Engineer acts as a critical bridge between customers, internal teams, and product implementation, ensuring solutions meet business, technical, and compliance needs. This role collaborates with sales, product, and API implementation teams to scope technical solutions, document integration requirements, deliver demonstrations, and ensure seamless handoff for API development and rollout.

RESPONSIBILITIES:

Understand Innovis products and services thoroughly to advise customers on capabilities and integration approaches that fit complex customer systems and solve customer-specific issues.
Engage customers and prospects to assess needs, lead technical discovery conversations, and develop appropriate solution designs.
Deliver tailored, story-driven demonstrations highlighting product capabilities and matching to client use cases.
Support sales team by being the technical subject matter expert throughout the sales process.
Create technical documentation outlining client requirements, integration settings, workflows, and testing expectations.
Build and maintain trust with sales, product, and client teams by being the go-to technical advisor and resource.
Contribute to planning, creation, and maintenance of technical demonstrations, sales tools, and enablement materials.
Capture customer feedback and collaborate with Product Management to drive enhancements and future development.
Summarize opportunities, customer needs, and solution trends in Salesforce to inform strategy and sales process improvements.
Stay informed on industry trends and customer best practices to strengthen internal and external knowledge sharing.
Travel up to 30% for client meetings, conferences, and team collaboration events.
Communicate frequently and openly with stakeholders to ensure alignment across sales, product, and implementation.
Maintain up-to-date and complete records in Salesforce to support forecasting, reporting, and internal knowledge sharing.

PREFERRED PROFILE:

High school diploma or equivalent required
Bachelor’s degree in Computer Science, Business, Finance, or a related field, or equivalent work experience preferred.
2–4 years of success in Solutions Engineering, Presales Consulting, or Technical Sales roles required.
Strong understanding of technical concepts including APIs, OAuth, JSON, and integration processes.
Experience working with Salesforce CRM or other similar CRM providers for managing opportunities and customer communications.
Excellent verbal and written communication skills; able to translate technical details into non-technical explanations to demonstrate practical customer value.
Ability to organize and prioritize work independently, while managing multiple engagements simultaneously.
Strong problem-solving skills and a proactive, customer-first approach.
Enthusiasm for technology, sales, collaboration, and continuous learning.

LOCATION: Remote (Ideally in Columbus, Pittsburgh or Philadelphia)

Job ID# 3260797

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

Support tactical & strategic risk analytics initiatives for US based banks’ Risk team
Develop risk policy for Point of Sale (POS) lending, Buy-now-pay-later (BNPL), and Credit Card solutions
Design A/B testing frameworks with Design of Experiments (DOE) methodology to optimize risk management programs
Policy analytics to make sure correct customer segments are targeted and acquired
Recommend changes to business strategy and risk management policies
Build reporting/BI frameworks for Risk teams within the organization
Evaluate effectiveness of current policies & strategies, manage the monthly dashboards and ad-hoc analysis, analyze tests & performance related to funnel performance, portfolio verification performance and post issuance loan performance
Clearly communicate analysis as presentations to technical & non-technical groups
Develop and maintain effective working relationships with colleagues in other areas of Risk Management.
Summarize analytical findings into presentations and share analysis & reports with senior leadership.
Maintain a high degree of technical and policy understanding with respect to credit risk.
Manage assigned projects in a timely manner, ensuring accuracy and that deliverables are met.
Train, coach and develop team members
Lead team across geographies to drive client outcomes

PREFERRED PROFILE:

6+ years of experience in Analytics and Decision Science for Project Manager, 8-10+ years of experience in analytics and Data Science for Engagement Manager
Risk Analytics experience in any/multiple: Cards or Lending Risk Strategy, Portfolio analytics, Acquisition and Line Management, Policy audit and analytics, Reporting/Dash-boarding, Performance tracking (should have a knowledge of risk concepts like delinquencies, pre-payments, loss curves etc.), Product Analytics, Risk Forecasting
Ability to write and create decks to drive senior client communication, present recommendations
Past experience in problem solving roles, strategic initiatives etc.
5+ years experience in Banking Domain
Experienced with leading a team of analysts and senior stakeholders
Past experience of working with SQL, SAS/Python, Excel in analyst or manager roles
Educational Background: Bachelors or MS in Engineering, Mathematics, Physics, Finance, Quantitative fields preferred

LOCATION: Philadelphia

Job ID# 313892

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

Analyze and optimize the end-to-end workflow of the Pricing Predictive Analytics team, focusing on operational effectiveness rather than technical modeling.
Map the full operational lifecycle from model development to regulatory filing to objection handling to identify inefficiencies and propose targeted improvements.
Implement and manage an Azure DevOps board to support backlog grooming, sprint planning, capacity tracking, and display live KPIs for real-time visibility.
Design and roll out a standardized task taxonomy and template set to improve repeatability and reduce variability across filings and objections.
Define and document a scalable staffing model based on two operational scenarios:
Scenario 1: Steady State – One individual (Persona A) owns both modeling and filing/objection work.
Scenario 2: Capacity Constraint – Responsibilities split between:
Persona B: Modeler / LOB Strategy Lead
Persona C: Filing & Objections Support
Develop role charters, RACI matrices, and onboarding playbooks specifically for Persona C, ensuring clear expectations and workflows.
Evaluate the feasibility of a centralized vs. LOB-specific deployment model for filing support resources (Persona C).
Define what deliverables should be expected from Persona A/B to enable efficient downstream work by Persona C.
Deliver a forecasting tool leveraging historical throughput to predict filing volumes and team capacity needs across upcoming quarters and fiscal years.
Produce a comprehensive operational process playbook documenting best practices, role responsibilities, tools, and governance.

PREFERRED PROFILE:

Bachelors or Master's degree in economics, mathematics, computer science/engineering, operations research or related analytics areas
4+ years proven experience in project and process management within P&C insurance, preferably in pricing or regulatory filing operations.
Deep understanding of operational workflows and team structures supporting predictive modeling and filing teams.
Demonstrated ability to work with technical and non-technical stakeholders to build scalable, repeatable, and agile processes.
Capable of thinking strategically while delivering detailed execution plans.
Strong communication skills with ability to translate complex operational flows into clear visuals, documentation, and dashboards.
Flexible and collaborative working style with significant overlap with EST time zone hours.

Technical skills:

Agile Project Management: Hands-on experience implementing Agile or Scrum frameworks using Azure DevOps or similar platforms.
Workflow Mapping & Optimization: Expertise in identifying bottlenecks, improving throughput, and standardizing task execution.
Capacity Planning: Ability to define staffing models, track team velocity, and forecast future workload demand.
Metrics & KPI Dashboards: Skilled in building and interpreting live operational dashboards that track performance and drive accountability.
Documentation: Strong capabilities in drafting role charters, RACI charts, onboarding manuals, and process playbooks.
Familiarity with insurance pricing operations, filing cycles, and objection handling workflows (preferred).

LOCATION: Remote in US or Canada

Job ID# 3259011

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COMPANY OVERVIEW:

POSITION OVERVIEW:

The Vendor Relations Manager is responsible for the management and facilitation of compliance, and third-party service provider and vendor management, addressing all compliance and legal related matters in relation to the Vendor Management and Service Provider Programs. You will focus on third-party vetting, third-party due diligence, and strategic projects.

REPSONSIBILITIES:

Assist with the coordination and execution of Vendor Management Program, working as a member of the team to: initiate vendor communication, coordinate meetings, collection of vendor due-diligence materials, tracks vendor performance, and provide reports on due diligence performance.
Manage and track vendors within RSA Archer, creating reporting to keep the Operations Manager informed as to the status of vendors.
Maintain working-knowledge of vendor-related policies and procedures that draw on industry ‘best practices’ to ensure that vendors maintain compliance with Innovis’s internal policies and are responsive to business needs.
Keep abreast of department priorities and goals and make assessments as to what actions could be taken to contribute towards these goals.
Represent the Vendor Management team regarding tracked projects and priorities to keep the business informed as to the status of such projects, when necessary.
Work independently to manage time, schedule and balance workload.
Participates in meetings, as needed and provides support for meetings and in the creation of presentations, reports, and other appropriate materials.
Drive time-sensitive expectations as assigned by Operations Manager.
Track key follow-up tasks with regards to the monthly, quarterly and/or yearly vendor management reporting.
When appropriate, travel to meetings, and onsite assessments.
Assist with the day-to-day meetings and atypical projects of the Operations Manager.

PREFERRED PROFILE:

Four-year college degree or equivalent industry experience.
Exceptional organizational skills.
Excellent computer skills including MS Office.
Excellent communication skills both verbal and written.
Working knowledge of contracts and other legal documents.
Ability to handle multiple priorities at one time.
Ability to make independent decisions.
Ability to work in a team environment.
Ability to learn quickly in order to work efficiently and meet deadlines.
Ability to assess a comprehensive mix of information and details and render an accurate recommendation based on guidelines.
Preferred: 2-3 years’ experience in financial services, emphasizing strategic project management and customer relations.
Preferred: 1-2 years’ experience with internal, customer, and/or vendor related audits.

WHY JOIN THIS COMPANY:

The company is collaborative and creative, rallying internal teams together around customers to design and deploy solutions that help customers do better business.
They help customers Upward! through flexibility in solving problems powered by accurate credit and ID data.
They value open communication at all levels to ensure ideas are shared in all directions.
They love candidates who bring their collaboration, creativity and caring to the team and to the customer – and who will take full responsibility and ownership for bringing each customer partnership Upward! to the next level of growth.

LOCATION: Hybrid in Columbus or Pittsburgh

Job ID# 3314985

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[internal_notes] =>

I wrote some comments next to the candidates names in an email below.

Chris, the final copy is good.

Some questions I’ve asked during interviews for this job role:

How do you approach problems that have no clear solution or path forward?
How do you break down the problem into smaller, more manageable parts?
What factors do you consider when evaluating potential solutions?
How do you prioritize and weigh different factors when making a decision?
Can you walk me through a decision you made that involved weighing different options and their potential consequences?
What factors did you consider when evaluating each option?
How did you weigh the potential benefits and drawbacks of each option?
Can you discuss the outcome of the decision and whether you feel it was the right one?
How do you handle situations where there is no clear precedent or established process to follow?
How do you go about gathering information and assessing the situation?
What factors do you consider when determining the best course of action? -
Can you provide an example of a time when you had to make a decision without a clear precedent or established process? How did you approach the situation?
What criteria do you use to prioritize projects?
Can you walk me through the tools and techniques you use for prioritization of your daily, weekly, monthly project work?
How do you balance urgent tasks with important long-term projects?
Describe a time when you had to reprioritize quickly due to changing circumstances.
Give me an example of a time when you had to explain a complex concept to an audience with little to no background knowledge of the topic.
Can you give me an example of a time when you had to adjust your approach or strategy in response to feedback or new information?
What specific feedback or new information prompted you to adjust your approach?
Can you walk me through the steps you took to make the necessary changes?
How did the revised approach or strategy impact the outcome of the project or task?
How have you handled a situation where you were given a task outside of your area of expertise or comfort zone?
What was the task, and how did you initially feel about it?
What steps did you take to learn or improve your skills in order to complete the task?
How did you feel about the outcome of the task, and what did you learn from the experience?

Great synopsis of our call. In addition to this, to help you search, I would focus more on the key words Annette offered: Consumer credit, fraud, risk, data. Sales, authentication. This knowledge is critical for them.

This person could currently already work AT a bank. We should expand our search to include people who work AT the banks, not just the vendors that support the banks. Many of the most successful salespeople who currently work at CBC were NOT in a defined sales role before, but had deep credit card and authentication knowledge and were in a position that was customer facing and this allowed them to be successful at sales.

This actually makes this search more complex in my opinion, but it also offers more flexibility than our traditional searches where we specifically recruit for the title. They prioritize knowledge of Retail banking and then look at the person to see if they can be customer facing and can sell….ideally already in a sales capacity.

Matt’s role is focused on strategic accounts and ideally wants them in Philly, NYC or east coast.

Annette is down 2 people and needs to find 2 people ASAP and the location is remote.

Sincerely,

Chris Gardner

-----------

Looking for three people.

Matt’s team is Wilmington Delaware or Philly area

A lot of them had mortgage experience; we deal with DataVerify and Factual Data – those are more mortgage focused. Innovis is not focused in that spot. They do banks – focus on credit cards, auto, personal lending and deposits (retail). A few of the people we submitted were more on the mortgage side.

Kathy has been more vendor to vendor; even though she knew Reno, he didn’t know her well. The reps we send over did not have a lot of the same contacts in Sales Navigator.

They love Doug Grissom – he left in less than 2 years. Ernesto they are on the fence with him because he’s been at all three credit bureaus

All the people we sent were at the top end – they are OK with being open to 1-2 people on the high end. But it’s almost like these people are overqualified.

Experience AT a bank would be good. Contacts at some of their banks they are targeting. Experience at the bank with credit cards, auto, retail / deposit, personal lending (NOT mortgage). Not their first job, but not ‘over experienced’.

Matt likes talking to people who are in a ‘line job’ – customer disputes, customer support, and ability to move up from there. That’s a ‘worker’. Would rather higher someone with industry contacts who knows the ins and outs of the industry vs. a sales background (for Matt’s team) – Annette seems to want more of a ‘hungry sales rep’ – someone who can take initiative – they need to come partially equipped from sales.

Matt’s team – Bank of America, Barclays, Sallie Mae ... there’s a couple other. He needs someone more junior to help him with all of the accounts.

Annette’s team – Citizen’s, SanTander, M&T, HSBC, Chase, American Express – almost all of them are in the Northeast (maybe Midwest).

Doesn’t necessarily have to be a ‘sales’ title – it could be a business development, client manager, customer success, strategic accounts. They need to have an ‘internal’ “go-getter” mentality.

From: Jessica Zeehandelar <jessica.zeehandelar@artemisconsultants.net>

Sent: Tuesday, May 18, 2021 2:11 PM

To: TeamArtemis <teamartemis@artemisconsultants.net>

Subject: Innovis Update for Sales Roles

In addition to your current search we are also now looking for someone with strong sales experience who works/has worked at Chase and has many strong Chase Consumer Lending/Risk/Authentication/Fraud contacts.

To answer your question about rehires - we typically do not rehire unless the person was a superstar and left on happy terms.

The Chase position will be similar to the current opening for pay and experience. Chase has many key locations - Wilmington, DE or Philly area would be one key spot, as most decision makers are there. Also Columbus, OH

Ideally seeking Midwest and East Coast based on these locations.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

Lead a 3–5-member offshore team; Provide thought leadership; Design Methodology for Problem Solving & mentor the team in producing an error free deliverable.
Translate business requirements from the client into set of analytical tasks.
Ensure thorough quality check of output from team and provide tangible insights / recommendation to client.
Inspire and manage a talented team to achieve its goals and development potential.
Define and manage a long-term vision and portfolio of initiatives.
Ability to navigate ambiguity to develop and champion new ideas and creative solutions.

PREFERRED PROFILE:

4+ years of experience in consulting or data analytics role with experience of leading a team (3+ members)
Bachelor’s degree from Tier I/II colleges
Masters degree – Analytics/MBA & related field
Strong analytical & problem-solving skills.
Hands-on experience with anyone of the following tools – SQL and Python.
Proficient in Excel and Power point.
Excellent Verbal and Written skills to summarize insights and recommendations to audiences of varying levels of technical sophistication.

LOCATION: Hybrid, Philadelphia

Job ID# 3138285

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY OVERVIEW:

POSITION OVERVIEW:

To establish and aggressively grow sales. It is the Director’s goal to launch and/or expand the company's presence, volumes, financial growth and energy within assigned account(s). Salespeople are highly valued within this organization. Success will be defined by your ability to launch and expand the presence, volumes, financial growth and energy within assigned top US lenders.

REPSONSIBILITIES:

Acquire a working understanding of our services to be able to relate them to our customer's needs.
Establish Goals and Marketing Plan for assigned account(s)
Work Marketing Plan & Develop New Business

Prioritize, prepare, execute & follow-up to grow the business

The majority of time should be spent on qualified, scheduled in person meetings & sales calls.
Establish and maintain positive business and customer relationships, act as a trusted business partner & problem solver.
Learn all you can about your customer(s) and the goals of their organization. How can we help them achieve those goals? Explore their process to identify opportunities and match those with our various product and technology solutions.
Consistently seek to meet new contacts, new departments.
Prepare for success… pre-call plan for calls / meetings, both internal and external, and ask for feedback prior to executing.
Follow-up quickly on customer’s requests and needs.
Continually evaluate progress & assess priorities to make sure you’re always working on the right things to help us achieve our goals
Office time should be used to prospect for new contacts, schedule meetings/calls, prepare for meetings/calls, update Salesforce, review customer volumes, etc.
Utilize sales resources as appropriate – (e.g. Confluence, LinkedIn, LinkedIn Learning, LinkedIn Sales Navigator, Open Sesame, Salesforce, Tableau)

Support Existing Customers/Business

Work with internal support resources (SAMs, Integrations, Marketing, Support, InfoSec, etc.) to give our customers the best possible service.
Provide training to customers, continue to keep them abreast of enhancements and changes to our products and technology; ensure they understand how these will directly benefit them.
Closely monitor customer volume by reviewing Tableau reports, seek to understand fluctuations and share observations with your customers and manager.
Bring customer related problems or issues to the attention of management team
Work in the spirit of open communication
Communicate often and with everyone, it influences thinking, helps you learn, keeps others informed, and shows how much you care.
Participate in all necessary conference calls and sales meetings, share successes, failures and ideas.
Keep up on industry news and competition; share observations
Include Managers in decision making
Use Salesforce
Salesforce is an important tool for our Team and for our work with our customers, it should be used daily to organize yourself and document your efforts with Customers.
Adhere to and be compliant, as applicable, with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, as well as all other federal, state and local laws, and company policies and procedures.

PREFERRED PROFILE:

5+ years of B2B selling, preferably in financial services at the SVP to C level.
3+ years of experience in Risk, Fraud, Identity, Authentication, Credit, and/or Collections. Credit Card experience a plus.
Strong network of financial institution contacts, preferably for the account(s) assigned to you.
Possess excellent verbal and written communication skills.
Strong initiative, ability to organize, and be self-disciplined & motivated.
Present to the public in a professional demeanor.
Familiarity with GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, FDCPA and how they impact our customers and industry.
Familiarity with Salesforce, Microsoft Office and Prezi helpful.
Ability to travel to multiple locations throughout the US for face to face meetings as allowed by clients.

WHY JOIN THIS COMPANY:

The company is collaborative and creative, rallying internal teams together around customers to design and deploy solutions that help customers do better business.
They help customers Upward! through flexibility in solving problems powered by accurate credit and ID data.
They value open communication at all levels to ensure ideas are shared in all directions.
They love candidates who bring their collaboration, creativity and caring to the team and to the customer – and who will take full responsibility and ownership for bringing each customer partnership Upward! to the next level of growth.

LOCATION: Remote

Job ID# 3020048

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[internal_notes] =>

Matt’s role is focused on strategic accounts and ideally wants them in Philly, NYC or east coast.

Annette is down 2 people and needs to find 2 people ASAP and the location is remote.

Sincerely,

Chris Gardner

-----------

Looking for three people.

Matt’s team is Wilmington Delaware or Philly area

Kathy has been more vendor to vendor; even though she knew Reno, he didn’t know her well. The reps we send over did not have a lot of the same contacts in Sales Navigator.

They love Doug Grissom – he left in less than 2 years. Ernesto they are on the fence with him because he’s been at all three credit bureaus

All the people we sent were at the top end – they are OK with being open to 1-2 people on the high end. But it’s almost like these people are overqualified.

Matt’s team – Bank of America, Barclays, Sallie Mae ... there’s a couple other. He needs someone more junior to help him with all of the accounts.

Annette’s team – Citizen’s, SanTander, M&T, HSBC, Chase, American Express – almost all of them are in the Northeast (maybe Midwest).

From: Jessica Zeehandelar <jessica.zeehandelar@artemisconsultants.net>

Sent: Tuesday, May 18, 2021 2:11 PM

To: TeamArtemis <teamartemis@artemisconsultants.net>

Subject: Innovis Update for Sales Roles

To answer your question about rehires - we typically do not rehire unless the person was a superstar and left on happy terms.

Ideally seeking Midwest and East Coast based on these locations.

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are looking for a talented Knowledge Graph Engineer. As a key member of our data engineering team, you will be responsible for designing, implementing, and optimizing graph databases to efficiently store and retrieve high-dimensional data.

RESPONSIBILITIES:

Help design, build and continuously improve the client’s online platform.
Design and implement graph databases to efficiently store and retrieve dimensional data.
Utilize Neo4j for creating and managing knowledge graphs, ensuring optimal performance and scalability.
Research, suggest and implement new technology solutions following best practices/standards.
Develop and maintain knowledge graphs using Neo4j, incorporating domain-specific data and referential integrities.
Work with application teams to integrate graph databases, knowledge graphs solutions within existing infrastructure.
Provide support for query optimization and data modeling for application-specific requirements.
Ensure that proper data security measures are implemented for graph databases and knowledge graphs.

PREFERRED PROFILE:

7-10 years of experience working with data engineering with at least 2-3 years of experience working on graph databases.
Proficiency in query languages like Cypher or Gremlin and a solid foundation in graph theory are crucial for success in this position.
Outstanding written and verbal communication skills.
Superior analytical and problem-solving skills.
Experience in working in dual shore engagement is preferred.

LOCATION: Remote

Job ID# 3146523

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[internal_notes] =>

Hi,

We have urgent requirements for our direct client, please go through the below Job Description. If you are interested please send me your updated word format resume to Sudi.reddy@exlservice.com and reach me @ 520-231-4672.

Job Title: Neo4j Developer

Location: Remote

Duration : Full Time

Job Description

We are looking for a talented Knowledge Graph Engineer to join our team. As a key member of our data engineering team, you will be responsible for designing, implementing, and optimizing graph databases to efficiently store and retrieve high-dimensional data.

Responsibilities:

Help design, build and continuously improve the client’s online platform.
Design and implement graph databases to efficiently store and retrieve dimensional data.
Utilize Neo4j for creating and managing knowledge graphs, ensuring optimal performance and scalability.
Research, suggest and implement new technology solutions following best practices/standards.
Develop and maintain knowledge graphs using Neo4j, incorporating domain-specific data and referential integrities.
Work with application teams to integrate graph databases, knowledge graphs solutions within existing infrastructure.
Provide support for query optimization and data modeling for application-specific requirements.
Ensure that proper data security measures are implemented for graph databases and knowledge graphs.

Requirements

7-10 years of experience working with data engineering with at least 2-3 years of experience working on graph databases.
Proficiency in query languages like Cypher or Gremlin and a solid foundation in graph theory are crucial for success in this position.
Outstanding written and verbal communication skills.
Superior analytical and problem-solving skills.
Experience in working in dual shore engagement is preferred.

Chandra Shekar Reddy S

Assistant Manager – Talent Acquisition

Phone: (520)-231-4672

Email: Sudi.Reddy@exlservice.com

Visit us at www.EXLservice.com

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a strong Business Analyst with a data analysis skills. The ideal candidate will have experience in gathering requirements, developing Business Requirement Documents (BRD), Functional Requirement Documents (FRD), and working closely with both business and technical teams. This role is for someone who has strong analytical skills with a good understanding of data concepts in P&C Insurance Domain.

RESPONSIBILITIES:

Gather and analyze business requirements from various stakeholders.
Improve insurance processes through automation, reengineering, and optimization.
Develop detailed BRDs and FRDs to support project initiatives.
Liaise between business and IT teams to translate requirements into technical solutions.
Assist in the design and validation of reports and data-driven solutions.
Translate business needs into functional specifications and ensure successful implementation.
Perform quality assurance to ensure alignment with requirements.
Ensure timely delivery of deliverables and milestones in line with project timelines.
Assist with project management and change management to ensure successful implementation of new processes and systems.

PREFERRED PROFILE:

Bachelor’s/Master's degree in economics, mathematics, computer science/engineering, operations research or related analytics areas; candidates with BA/BS degrees in the same fields from the top tier academic institutions are also welcome to apply
Experience: 5+ years of experience as a Business Analyst with exposure to the P&C Insurance Domain – Commercial lines, Excess and Specialty lines
Experience working on JIRA, Agile, Kanban boards.
Preference - Hands on experience om Tableau for understanding Business insights.
Proficient in SQL and capable of performing complex queries for data analysis.
Strong understanding of databases, data management, and reporting.
Experience with BRD and FRD documentation.
Support project management activities by providing input on timelines, dependencies, and risks related to business requirements.
Good critical thinking and problem solving skills
Strong record of achievement, solid analytical ability, and an entrepreneurial hands-on approach to work
Outstanding written and verbal communication skills, and presentation skills
Able to work in fast pace continuously evolving environment and ready to take up uphill challenges
Is able to understand cross cultural differences and can work with clients across the globe

LOCATION: Remote - (with occasional travel to west coast to meet client)

Job ID# 2868601

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[internal_notes] =>

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

The VP of Customer Experience (CX) oversees and manages the customer experience efforts, ensuring a positive and seamless experience for customers at every touchpoint. This includes driving customer experience strategy, leading initiatives, and ensuring alignment across the organization.

RESPONSIBILITIES:

Consultatively shape CX opportunities along with clients and Drive solutioning for CX problem statements.
Define and implement the digital CX go-to-market strategy for the target industry segments
Lead opportunity identification, progression and closure for end-to-end the customer value chain transformation for clients
Lead creation of CX solution design and roadmap, and its implementation across the critical CX capabilities including:
Customer experience design, customer journey mapping
Conversational AI implementation in CX workflow
Solution architecture (features, functionalities, upstream & downstream impact on the CX workflow)
Technical architecture (data flow, technologies, how they interact and integrate, technology selection, scalability, security)
Strong expertise in one or more CCaaS solutions like NICE, Genesys. Range of capabilities to manage inbound and outbound customer interactions across various channels such as voice, email, chat, social media, and SMS
Foster deep relationships with client stakeholders by demonstrating insight and thought leadership on application of digital in their context to help them meet their business goals
Work with teams across the business to generate innovative CX solutions
Implement the CX consulting deliverables, including blueprinting and assessments.
Work with BU/account leadership to define a clear and compelling CX digital strategy for clients for target business/industry areas
Own P&L of CX transformation for the target industry/service lines
Ensure knowledge sharing and CX best practices between teams to drive a robust digital ecosystem
Define and demonstrate the value proposition of data-led CX transformation for clients

PREFERRED PROFILE:

12+ yrs of proven track record in leading CX transformation and driving P&L of digital teams
Customer experience design, customer journey mapping
Conversational AI implementation in CX workflow
Solution architecture (features, functionalities, upstream & downstream impact on the CX workflow)
Technical architecture (data flow, technologies, how they interact and integrate, technology selection, scalability, security)
Strong expertise in one or more CCaaS solutions like NICE, Genesys, AWS. Range of capabilities to manage inbound and outbound customer interactions across various channels such as voice, email, chat, social media, and SMS
Should have led large technology-led organizational change initiates
Should have led 20+ team of multi-disciplinary capabilities including solution architects, delivery leaders, technical architects, automation and analytics SMEs, and developers.
Demonstrated experience in working with both senior business and technology stakeholders

LOCATION: Hybrid in Dallas, TX

Job ID# 3255437

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COMPANY OVERVIEW:

The company is the worldwide leader in fundraising, supporting nonprofits and agencies. They service more than 500 charities, with 4000+ professionals, working across 5 continents. Each year, they help clients raise more than $5 billion dollars. Leveraging a scientific marketing approach that includes the use of advanced data analytics; progressive digital marketing; leading-edge technologies; hyper-personalization; a proven creative and testing methodology, they provide unsurpassed capabilities in direct mail, digital printing, and premiums for the nonprofit sector.

They also support many leading commercial companies and have specialized expertise in financial services, healthcare, insurance, publishing, and retail.

POSITION OVERVIEW:

The Corporate Controller functions as a hands-on contributor responsible for a wide range of corporate and finance functions. Responsible for maximizing return on financial assets by establishing financial policies, procedures, controls and reporting systems.

RESPONSIBILITIES:

Guides financial decisions and protects operations by establishing, monitoring, and enforcing robust financial policies and procedures, ensuring the confidentiality of financial information and plans, and maintaining strong internal controls across the entire organization.
Protects operations by keeping financial information and plans confidential, and maintaining internal controls and financial policies across the entire organization.
Owns monthly, quarterly and year-end close process to ensure time, accurate and consistent issuance of financial statements.
Works with all functional departments to gather reliable information and present results in a flexible model that allows easy and quick changes.
Ensures a high-performing financial team by leading recruitment, selection, and orientation processes, providing ongoing training, coaching, and counseling, and strategically planning and monitoring individual and team job results.
Oversees and manages corporate AP, AR, tax reporting, insurance, annual audits and compliance, and general accounting functions including payroll.
Prepares and reports on financial conditions by collecting, analyzing, and interpreting financial data, summarizing information, and identifying key trends through special reports.
Monitors and confirms financial condition by conducting audits; providing information to external auditors.
Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans.
Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.
Monitors and reviews activity in general ledger; review and approve account reconciliations.
Manages and takes ownership of reconciliation and consolidation of intercompany financial statements for all business units
Maintains professional and technical knowledge.
Assesses and proposes process enhancements to drive process improvement.
Builds and maintains relationship with bank and debt holders.
Accepts other various financial and accounting tasks as needed.
Performs additional responsibilities as required to ensure the financial team's success.

PREFERRED PROFILE:

Bachelor’s Degree in Business, Accounting, Finance or related discipline, or an equivalent combination of related experience
and education.
Minimum 10 years accounting experience in a senior accounting or financial management role.
Strong Communication skills.
Technical and functional skills in financial accounting.
Ability to analyze and draw conclusions from financial reports and data.
Efficiency and time management.
Proactive hands-on thinker.
Ability to manage a team.
Inductive Reasoning.
Problem Sensitivity.
Active Listening and Learning.
Proficient use of accounting software packages.
Capable of working in a cast-paced environment.

LOCATION: Remote, USA - EST time zone (light travel to offices as needed)

Job ID# 3249008

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking an experienced Insurance Data Analytics Specialist. You will analyze the financial implications of business decisions and identify approaches to resolve business problems. You'll monitor and report on progress and results as requested. You'll help lead and identify short- and long-range data and analytics objectives related to targeted business objectives.

RESPONSIBILITIES:

Develop and implement data/analytics (data analysis, data science, BI) solutions across insurance functional areas – claims, underwriting, pricing, marketing
Perform hands on delivery on individual projects and/or mange small group of team, depending on client project requirements
Conduct use case development sessions with clients to understand their needs and develop impactful solutions
Act as SME for any data science, analytics needs for insurance client for various P&C Insurance (Life insurance is good to have) products
Manage day-to-day operations for individual project, small group of team members ensuring that all project tasks are completed on time and with expected quality, accuracy

PREFERRED PROFILE:

Willing to travel to client locations (25%)
6+ years experience across P&C Insurance products – personal, commercial lines (auto, property, specialty, workers comp, general liability etc.) across various functions - claims, underwriting, pricing, marketing
Strong hold in “developing & implementing” analytics solutions including data engineering/models, reporting/dashboarding, predictive modeling
Master's degree in economics, mathematics, computer science/engineering, operations research or related analytics areas; Candidates with BA/BS degrees in the same fields from the top tier academic institutions are also welcome to apply
Technical skills = Advanced machine learning techniques, SQL, Python, Pyspark, Databricks, Power BI
Outstanding written and verbal communication skills

LOCATION: Remote (Ideally OH)

Job ID# 3132594

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[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY OVERVIEW:

The company is a well-established underground injection disposal facility in Ohio. With over a decade of experience, the company has earned a reputation for environmental security, reliability, data management systems, and exceptional customer service. The company's facilities and services are highly respected within the industry.

POSITION OVERVIEW:

This is a full-time Business Development Manager role. The Business Development Manager will be responsible for day-to-day tasks such as identifying potential customers, developing and maintaining client relationships, providing customer information and solutions, negotiating contracts, and achieving sales targets.

RESPONSIBILITIES:

Market and sell the company’s waste disposal, transportation, and processing services
Achieve and exceed revenue and profit margin goals
Establish and maintain relationships with liquid waste generators in Ohio and surrounding states
Develop a comprehensive sales plan with individual customer objectives
Prepare and conduct sales presentations to customers
Work in tandem with Operations to manage the customer service cycle, including sampling, profiling, proposal preparation, pricing, contracting, and assisting customers with regulatory issues that affect clients
Analyze and develop competitive pricing models
Assist in oversight of field activities
Collaborate with Operations on new market development
Represent the company at industry events
Perform special projects as directed by the Director of Sales & Marketing

PREFERRED PROFILE:

At least one year of experience in each of the following areas: Sales and Marketing, Waste management, Environmental services, and Liquid waste management
Knowledge of waste management regulations and practices, including RCRA
Knowledge of the waste disposal industry
Prior experience in wastewater management or environmental services is a must
Strong sales and negotiation skills
Excellent communication and interpersonal skills
Ability to understand and analyze customer needs to provide tailored solutions
Goal-oriented and self-motivated
Problem-solving and decision-making abilities
Ability to work independently and as part of a team
Proficiency in Microsoft Office Suite
Driver's License and acceptable driving record

LOCATION: Remote

Job ID# 2583536

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[internal_notes] =>

Their base salary ceiling is around $115-120k. They can have some flexibility for the right person.

They mentioned that they have interviewed mostly older men. They are open to someone more junior and trainable.

The Columbus area is their first preference, but they are open to other areas:

Chicago

West Virginia

Indiana

Kentucky

Western PA

Northern WV

DO NOT CONTACT LIST

Valicor
Bear
Clean Water (affiliated w Valicor)
Vexor
EnviroSafe
SunPro
Patriot Water
Heritage - Crystal Clean

COLUMBUS ABD SURROUNDING AREAS ONLY

Target

Ross Environmental
Midwest Environmental Services
Environmental Enterprises
Chemical Solvent
Everclear of Ohio
AmeriWaste Environmental
Heritage Environmental Services

Second tier group - Service companies that handle waste (Field Services) - depending on what the person does within the company

MPW Industrial Services
Rumpke
Kimble Companies
C&K Industrial Services
C&W Tank Cleaning
Tunnel Hill
Waste Management
Rain for Rent

Two he came up with

Veolia - Target - very active in their world
Tradebe - Second Tier

***Reworld Waste - the rebranded company (THEY FINALLY TOLD ME) – This company has a lot of changes going on right now and would be a good target.

Roles to target

sales roles primarily
materials manager w sales in their background/desire to do sales
plant manager w sales in their background/desire to do sales

Bill Dawson's Bio: (He is not on LI)

Bill Dawson has spent his career in a wide spectrum of waste-related industries in various roles: manager, investor and consultant. A 30 year veteran in the hazardous and industrial waste management industry. Prior to joining Buckeye Brine, he founded and managed an industrial and hazardous waste management and field services company, with experience ranging from petroleum refinery water treatment plant operation management of complex rail and truck transportation programs for RCRA, TSCA and TENORM materials.

Open to more junior person who they could train

Remote location: Columbus > Ohio > Chicago > West Virginia > Indiana > Kentucky

Open to Indiana, Western PA, and Northern WV but they prefer the person to be able to service the Ohio market.

Conferences they attend:

SWANA

https://swanaohio.org/events

A&WMA

https://www.awma.org/pfas

Engineering Society of Detroit

Solid Waste Technical Conference – Engineering Society of Detroit (esd.org)

NWRA

https://www.wasteexpo.com/en.html

This may change, but currently our sales vehicle is a 2018-ish jeep Cherokee and is reimbursed for gas and reasonable expenses via payroll. To my knowledge there is no budget and allowable expenses are handled on a case-by-case basis. I can recall some recent expenses have included dinners and entertainment to include an OSU game! He also has a company provided cell phone.

These are organizations we are also members of that are in the waste space. Bill has exhibited and presented at many.

Solid Waste Association of North America (SWANA)
National Waste & Recycling Association (NWRA)
Air & Waste Management Association (AWMA)
National Solid Wastes Management Association (NSWMA)
The Association for Environmental Health and Sciences Foundation, Inc. (AEHS)
Environmental Industry Associations (EIA) – Not closely tied to our business sector

COMPANY OVERVIEW:

POSITION OVERVIEW:

We are seeking a Product Manager that will be responsible for developing and implementing business strategies for increasing sales and profits in line with objectives. Acting as a mini-GM, the incumbent will own the Growth, Profit, Lifecycle Management, and Product Strategy for assigned areas, managing their own book of business. They will provide global leadership for their business through planning, directing, coordinating, and organizing all aspects of the product family including new product introduction and growth initiatives, pricing, promotions, sales channel training, needed cost reductions, and billing, etc.

RESPONSIBILITIES:

Owns a book of business comprising assigned areas (verticals and/or product families), developing, leading, and communicating clear strategic initiatives to achieve growth and profit targets
Holds functional leaders and teams accountable for business area growth and profit targets
Owns and leads via cross-functional influence and collaboration in all aspects of Revenue for areas of business including Price, Voice of Customer, Market Readiness, Marketing Plan, Sales, Channel, and Customer acquisition to achieve growth targets
Owns and leads via cross-functional influence and collaboration in all aspects of areas of business Cost including Design for Manufacturing, ongoing Manufacturing cost improvements, and Supply Chain Cost/Availability to achieve profitability targets
Drives new product development initiatives and at times acts as a project manager to ensure customer-needed features and benefits are delivered on time and on budget
Optimizes product line profitability for each product line within the assigned business area by:
Maximizing price based on Lifecycle analysis and market dynamics as well as the full value proposition offered (i.e. – technology, delivery, quality, speed, etc)
Partnering with Operations to drive out cost
Determining which products are no longer viable
Continuously assesses customer line profitability for opportunities across business area, product lines and families to grow margins
Owns life cycle management of business area and continuously assesses product performance versus plan, product strategic positioning, and product risk mitigation necessities given changing technologies and customer dynamics
Creates, drives, and continuously communicates value proposition for business area across all organization functions
Works closely with Strategy Director and Engineering R&D to maintain a clear understanding of changing competitive landscape to assess opportunities and threats including new technology and competitor entrants into served markets
Responsible for executive level reporting and presentations regarding business area
Collaborate with customers, external partners and market experts, and internal cross-functional team members to identify and drive growth initiatives via New Product Introduction (NPI) Process
Ensures business area is meeting not only its growth and profit target but also its cash targets through minimization of days in the cash cycle

PREFERRED PROFILE:

Requires a Bachelor’s degree in engineering or business
In an engineering or science-related field with a passion for business marketing, or
In a business marketing field with clear technical capabilities and financial analytics
MBA preferred
Requires a minimum of five (5) years of relevant industry and product management or marketing experience
Working knowledge of MS Office, or equivalent productivity suites, currently in use by the Company
Ability to lead and influence cross-functionally without direct line authority
Overall business savvy, market expertise, and operational understanding
Excellent communicator and multi-tasker
Visionary able to motivate others to achieve and win as a team
Negotiation/persuasion skills
Customer facing position – travel required

LOCATION: Columbus

Job ID# 3246905

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COMPANY OVERVIEW:

Our client is a leading solutions provider for the global property and casualty insurance industry, supported by deep domain and technology capabilities. They help insurers stay ahead with sustained growth and high performance to enhance stakeholder value and foster resilient societies. Trusted by over 100 insurers, this company is one of the largest services providers exclusively focused on property and casualty.

POSITION OVERVIEW:

Our client is looking for a Sales & Business Development Executive for the company's Enterprise Business Division who will work to identify, develop, progress, and close opportunities in an assigned territory comprising Large, Mid, and Small Carriers.

RESPONSIBILITIES:

Develop knowledge of the market segments for business development opportunities in the Property & Casualty Industry
Work with partners/influencers for market development, coordinate with marketing departments for campaigns, conference participation, web meetings, etc., to generate leads to ensure market coverage
Prospect for new business through telephone calls, networking events, trade shows, and personal contacts
Engages customers by demonstrating service offerings, developing and nurturing leads to close sales
Works with internal practice leaders to craft a solution for customer needs and opportunities
Learn the customer's business and critical strategic imperatives and become a trusted advisor to key customer decision-makers
Call on business and IT leadership of entities in the Property & Casualty Insurance industry positioning service offerings and value propositions across the P&C Insurance value chain and differentiators and to map solutions to solve business problems for Large, Medium, and Small carriers
Periodically engage existing customers for retention and cross-sell/upsell opportunities
Meet and exceed sales and business development goals

PREFERRED PROFILE:

Bachelor's degree in computer science, engineering, or a related field
At least 5 years of experience in software sales in the Property & Casualty Insurance industry with demonstrated experience with fast-paced sales cycles
Ability to work independently to plan, set priorities, and organize work
Excellent oral and written communication skills
Demonstrated analytical skills

LOCATION: Remote

Job ID# 3012584

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COMPANY OVERVIEW:

Founded in 1973, this company has over 3,000 employees and serving customers in over 100 countries.

POSITION OVERVIEW:

The Project Manager is a key player within the Company's Professional Services Team. His/her main goal is to ensure and coordinate successfully all project deliveries. He/she is accountable for meeting the delivery commitments in adequacy with Project Milestones. The Project Manager will contribute to presales in defining and presenting the project plan included in the Company proposal. The Project Manager has to anticipate possible critical states of the project, by suggesting technical best practices to customers in order to guarantee the highest level of client satisfaction.

DUTIES & RESPONSIBILITIES:

The first responsibility of the Project Manager is to define the project with the Professional Services and sales team, including the quotation definition and the project sizing. He/she will be the main point of contact with the customer during the delivery phase and will be responsible for defining and monitoring the project planning. The Project Manager ensures timesheet availability and consistency, defines the invoicing plan according to SOW and in coordination with the financial coordinator, defines the project quality plan, and organizes project governance (including project meetings and steering committees).

As a critical and upfront thinker, the Project Manager manages risks and incidents and raises alerts accordingly (cost, delay, quality).
He/she manages documentation and its consistency in the available platform (SharePoint) and ensures follow-up developments, customizations, and implementation, as well as regular reports.
He or she ensures that all internal and external stakeholders are aligned to achieve the project's goals and objectives on time and within budget.
During the presales stage, he/she contributes to providing Return on Experience project feedback to account managers.
Finally, he/she escalates additional sales opportunities to the account manager.

EDUCATION / EXPERIENCE:

A Bachelor's degree in Digital Technologies, Mechanical Engineering, Electronics, Computer Science, or related areas will be required.
10 years or above working experience will be a minimum, among which 5 years of direct Project Management relevant experience in the Fashion industry is preferred, ideally 5+ years as a Project Manager for the installation of “enterprise” software solutions such as PLM/PDM, ERP, CRM, IT, etc.

PREFERRED PROFILE:

Strong capability to lead a project regarding high-quality standard delivery for the client, respect for contractual engagement from both sides, and development and management (functional and direct) of collaborators.
Industry expertise and knowledge in Fashion/Automotive/Furniture industry in terms of strategy, business evolutions & challenges and common operational issues.
Advanced knowledge and experience in project planning and scheduling, budget and invoicing management.
Sound capability to monitor and report on activities, anticipate issues and mitigate risks and improve methodology based on lessons learned (REX).
Capability to measure and improve customers' performances throughout business process reengineering and continuous improvement methodology.
Capability to identify financial impacts of inefficiencies and set up a different scenario.
Capability to apply Lean Principles.
Capability to define and manage the business goals and scope of change initiatives.
Strong leadership and capability to influence, shape & share the vision for the business.
Ability to synthetize and communicate clear messages, adapted & targeted to the different audiences they address.
Strong organizational skills.
Real team player and motivator.
Excellent critical thinking, reasoning, evaluating (profitability/risk), problem-solving, decision-making, and analyzing.
Adaptability to various situations, cultures, technical environments, and levels of stakeholders.
Good Business Acumen.
Fluency in English and Spanish is a strong plus.

TRAVEL: 20-30% of travel to customer sites + HQ offices

LOCATION: Hybrid - in-office 3-days a week in Smyrna, GA

Job ID# 3014024

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[internal_notes] =>

Bilingual in Spanish
Hybrid in Smyrna, GA – Greater ATL area
Must have experience coming from the manufacturing space (any type of manufacturing)
Open to seeing project managers fresh out of college with a technical degree, or maybe 5 years of experience

COMPANY OVERVIEW:

Founded in 1973, this company has over 3,000 employees and serving customers in over 100 countries.

POSITION OVERVIEW:

The Service Director is responsible for ensuring the contract retention of the Company's install base and helping grow the recurring contract and subscription base. They will articulate the CVP of the Company Customer Success team directly to the customers and assist and coach the sales team to drive recurring revenues. The Service Director will manage a small team dedicated to reducing churn and generating contract win backs across the region.

RESPONSIBILITIES:

Drives service contract revenues across the Americas region.
Securing contract renewals for both equipment and software.
Driving the sales team to secure contract win backs and upsell to higher value contracts.
Analyze and present service delivery to the customers.
Work alongside the sales team to promote the value of Company's Customer Success CVP.
Manage service contract protection team in the US and Brazil.

EDUCATION / EXPERIENCE:

Bachelor's degree in Business, Management or related field.
5+ years of experience in service management, as a service director or similar leadership role.
Strong knowledge of service procedures and practices.
Enthusiastic and creative leader with the ability to inspire others, exercise leadership and communicate ideas and instructions clearly.
Excellent managerial skills with the ability to lead and motivate a team.
Excellent communication and interpersonal skills with the ability to discuss technical issues.
Strong analytical and problem-solving skills, and attention to detail
Excellent communication and presentation skills.
Proficient in MS Office and service management software
Fluency in English

TRAVEL: up to 50% of travel to customer sites + HQ offices

LOCATION: Hybrid - in-office 3-days a week in Smyrna, GA

Job ID# 3026244

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[internal_notes] =>

COMPANY OVERVIEW:

Founded in 1973, this company has over 3,000 employees and serving customers in over 100 countries.

POSITION OVERVIEW:

RESPONSIBILITIES:

Drives service contract revenues across the Americas region.
Securing contract renewals for both equipment and software.
Driving the sales team to secure contract win backs and upsell to higher value contracts.
Analyze and present service delivery to the customers.
Work alongside the sales team to promote the value of Company's Customer Success CVP.
Manage service contract protection team in the US and Brazil.

EDUCATION / EXPERIENCE:

Bachelor's degree in Business, Management or related field.
5+ years of experience in service management, as a service director or similar leadership role.
Strong knowledge of service procedures and practices.
Enthusiastic and creative leader with the ability to inspire others, exercise leadership and communicate ideas and instructions clearly.
Excellent managerial skills with the ability to lead and motivate a team.
Excellent communication and interpersonal skills with the ability to discuss technical issues.
Strong analytical and problem-solving skills, and attention to detail
Excellent communication and presentation skills.
Proficient in MS Office and service management software
Fluency in English

TRAVEL: up to 50% of travel to customer sites + HQ offices

LOCATION: Hybrid - in-office 3-days a week in Smyrna, GA

Job ID# 3026244

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COMPANY OVERVIEW:

RESPONSIBILITIES:

Utilize data analytics tools and methodologies to conduct in-depth assessments and generate Fraud rules and reports on fraud trends (including Merchant Fraud, first-party and third-party fraud).
Investigate suspicious activities and transactions, determine root causes and develop strategies and statistical models to prevent future occurrences.
Develop Fraud rules on workflow systems
Develop fraud reports for ongoing monitoring of fraud events.
Generate reports and presentations outlining fraud risks, incidents, and mitigation strategies for management review.
Collaborate with cross-functional teams, including risk management, operations, and compliance, to enhance fraud prevention measures.
Monitor industry trends, regulatory changes, and best practices to continually enhance fraud prevention strategies.

PREFERRED PROFILE:

Bachelor's degree in engineering, technology, computer science or related field.
3+ years of proven data analytics experience in fraud prevention, risk management, or a related field
Familiarity with fraud detection software, risk assessment methodologies, and regulatory compliance.
Excellent communication and presentation skills with the ability to convey complex information clearly and concisely.
Detail-oriented with a proactive mindset toward problem-solving and risk mitigation.
Ability to work collaboratively in a cross-functional team environment.

LOCATION: San Jose OR NYC

Job ID# 3241876

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[internal_notes] =>

Please find the attached resume of Candidate Name for Job Title role at Colombia with Straive.

Kindly let us know if we can proceed further with this candidate.

Candidate Name

Contact Details

E-mail ID

Current Location (city and state)

Willing to relocate? (Y/N)

Work Authorization

Overall Relevant Experience (in yrs)

Skills

LinkedIn URL

Tentative joining timeline:

Availability for Video Interview (preferred slots)

Salary Expectation

Here are the highlights.

5 days on site. San Jose or NYC. After 6 months, if the candidate is in NYC, they may need to relocate to California, so prefer to search in California.
3 - 8 years - $135K for salary plus 401K and benefits (should focus on the 2 - 3 years experience)
2+ years working in the US
Domain knowledge will need be financial or banking sector. Not interested in insurance. Focus on fintech or finserv or banking.
Interview - 3 to 4 levels. 3 with Straive and 4th is with client.
Skill set - basic data scientist experience. machine learning, fraud analytics, fraud detection, risk assessment and risk.
Can be flexible on compensation. They have some candidates that are in San Jose that have 3 years that have are at $120K. Can go up to $145K.
Focus on few years of experience. Project starts in 2 weeks, the interview process will be very quick.
Can't share the client yet, but will at the final interview
Hiring manager is confidential.
Must haves - no specific technology. Really need fintech and financial
Python and SQL - no tests to be administered.

Apologies there is an error in the location , Kindly use the below details to proceed further with sourcing and kindly expedite.

If you have any questions or queries, please feel free to reach out.

Role: Fraud Data Scientist

Location: New York and San Jose, CA

Employment: Fulltime / Contract (3months)

Rate: Max $135K/Annum OR $70 /hr

Experience Required: 3-8 Years of Experience (2 years US working experience required)

Number of profiles required : 3 quality profiles only

Interview Process- Minimum 3 level

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking an experienced and driven Senior Data Scientist to support advanced analytics initiatives for our global clients in the Sports & Media domain. This role focuses on developing predictive models, extracting insights from large-scale datasets, and translating analytical findings into actionable business strategies. The ideal candidate brings deep media industry expertise, hands-on modeling experience, and a strong ability to communicate results to both technical and business stakeholders.

RESPONSIBILITIES:

Develop and deploy advanced statistical and machine learning models across use cases such as churn prediction, audience segmentation, content recommendation, and customer lifetime value.
Translate business challenges into analytical frameworks and deliver high-impact insights that influence strategy and operations.
Analyze large, complex datasets using Python, SQL, Pyspark and statistical tools to derive meaningful patterns and trends.
Collaborate with stakeholders across marketing, product, and data teams to understand needs and deliver actionable solutions.
Build dashboards and visualizations to communicate insights clearly to cross-functional and senior leadership teams.
Stay current with the latest media analytics trends and techniques, continuously improving analytical approaches.
Mentor junior analysts and contribute to best practices in model development, validation, and deployment.

PREFERRED PROFILE:

Bachelor’s or Master’s degree in Statistics, Computer Science, Economics, or a related quantitative field.
3–8 years of experience in data science or advanced analytics, with at least 2–3 years in the media or entertainment domain.
Proven ability to build and implement models for customer behavior, retention, personalization, or marketing optimization.
Proficiency in Python, SQL, and statistical/ML libraries (e.g., scikit-learn, XGBoost, stats models).
Strong storytelling and communication skills with experience presenting to business stakeholders.
Ability to independently manage analytics projects and collaborate across technical and business teams.
Experience deploying models on cloud platforms such as AWS, GCP, or Azure.
Deep understanding of media domain metrics, user behavior, and content performance drivers.
Exposure to Generative AI applications and large-scale personalization in media use cases.
Proven ability to collaborate with global stakeholders in cross-functional, matrixed environments.
Familiarity with productionizing

LOCATION: Remote or Hybrid in NYC

Job ID# 3238142

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COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

Design, develop, and implement AI and ML solutions to address complex business challenges.
Utilize deep learning and NLP techniques for tasks such as text extraction, document classification, summarization, named entity recognition (NER), and computer vision.
Collaborate with cross-functional teams to understand business requirements and translate them into technical solutions.
Develop and optimize predictive models using tabular data and advanced machine learning techniques.
Stay updated with the latest advancements in AI, ML, DL, NLP, and Gen-AI technologies to continuously enhance model performance.
Conduct experiments and validate model performance to ensure accuracy and reliability.

PREFERRED PROFILE:

Bachelor's or Master's degree in Computer Science, Data Science, or a related field.
Vast experience in ML, DL, NLP, and Gen-AI solutions.
Proficiency in Python and experience with AWS SageMaker, Databricks, and other relevant tools.
Experience with NLP techniques such as OCR-based text extraction, document classification, and summarization.
Prior experience with large language models (LLMs) and Gen-AI projects.
Insurance domain experience, specifically in underwriting and claims.
Palantir Foundry and AIP experience is a plus.
Strong problem-solving abilities and attention to detail.
Effective communication skills to collaborate with technical and non-technical stakeholders.

LOCATION: Hybrid role in ATL or NYC

Job ID# 3225661

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[internal_notes] =>

Must have –

- Excellent communication skills.

- Proficient in Tableau – dashboard development, optimization, debugging, data flows, maintenance.

- Proven expertise in Tableau architecture, performance optimization and governance.

- Experience in Tableau server administration ,clustering, user management, and backup/recovery planning

- Deep knowledge of authentication and authorization mechanisms(SAML, OAuth, LDAP/Active Directory integration)

- Good knowledge of Relational Data Base Management and SQL/Teradata

- Good experience in SQL

Good to have –

- Experience in PowerBI or other tools

- Experience in insurance industry

--------------------------------------------------

Candidate Submittal Form

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; ; Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com;

Thanks & Regards,

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

RESPONSIBILITIES:

Design, develop, and maintain reports using Power BI to support business decision-making processes.
Collaborate with stakeholders to gather requirements and translate them into technical specifications for reporting solutions.
Integrate data from various sources within the Azure tech stack, including Azure SQL Database, Azure Data Factory, and Azure Synapse Analytics.
Optimize report performance and ensure data accuracy and consistency across all reports.
Develop and implement data visualization best practices to enhance the usability and effectiveness of reports.
Provide training and support to end-users on Power BI and reporting tools.

PREFERRED PROFILE:

Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
10+ years of experience in report development, with a strong focus on Power BI and Azure technologies.
Proficiency in Power BI and experience with the Azure tech stack, including Azure SQL Database, Azure Data Factory, and Azure Synapse Analytics.
Strong SQL skills and experience with data modeling and ETL processes.
Excellent problem-solving abilities and attention to detail.
Effective communication skills to collaborate with technical and non-technical stakeholders.
Strong domain experience on P&C Insurance products – personal, commercial lines (auto, property, general liability etc.) across various functions – Claims, Underwriting, Sales & Distribution is required..

LOCATION: Remote

Job ID# 3225658

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[internal_notes] =>

Must have –

- Excellent communication skills.

- Proficient in Tableau – dashboard development, optimization, debugging, data flows, maintenance.

- Proven expertise in Tableau architecture, performance optimization and governance.

- Experience in Tableau server administration ,clustering, user management, and backup/recovery planning

- Deep knowledge of authentication and authorization mechanisms(SAML, OAuth, LDAP/Active Directory integration)

- Good knowledge of Relational Data Base Management and SQL/Teradata

- Good experience in SQL

Good to have –

- Experience in PowerBI or other tools

- Experience in insurance industry

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Candidate Submittal Form

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; ; Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com;

Thanks & Regards,

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking a dynamic and experienced Assistant Vice President (AVP) or Senior Assistant Vice President (SAVP) to lead and drive our Insurance Analytics & AI initiatives for P&C (Property and Casualty) Clients. This leadership role will focus on client management, data-driven solutions, and strategic insights, ensuring our clients receive cutting-edge analytics and AI solutions that enhance operational efficiencies and business outcomes.

As an AVP/SAVP, you will be responsible for managing relationships with key insurance clients, overseeing project delivery, ensuring the effective use of data, and leading a high-performing team. This role requires a strategic thinker with strong experience in data analytics, AI applications, and client management in the P&C insurance industry.

RESPONSIBILITIES:

Client Relationship Management: Serve as the primary point of contact for key P&C insurance clients, managing expectations, understanding their business needs, and ensuring high satisfaction with analytics and AI-driven solutions.
Strategic Leadership: Lead and support strategic initiatives and roadmap development for analytics, AI, and digital transformation projects. Collaborate with senior leadership and clients to define project objectives and deliverables.
Data & Analytics Strategy: Oversee the application of advanced data analytics and AI solutions to solve complex challenges within the insurance space. Guide teams in developing data-driven insights that inform decision-making for clients.
Project Delivery & Execution: Ensure the successful and timely delivery of analytics projects, including P&C insurance data models, AI algorithms, dashboards, and reporting tools. Ensure all projects are aligned with client goals and industry standards.
Stakeholder Engagement: Act as a trusted advisor to clients, managing communication and expectations while keeping internal stakeholders updated on project progress, challenges, and successes.
Client Growth & Business Development: Work closely with the sales and business development teams to identify new opportunities for expanding services to existing clients. Play a key role in proposals, RFP responses, and new business initiatives.
Risk & Issue Management: Identify potential project risks and issues, take proactive steps to mitigate them, and communicate effectively with all stakeholders to ensure smooth project execution.
Market Insights: Stay up-to-date with the latest trends in P&C insurance, data analytics, and AI to continuously drive innovation and best practices within the organization.
Domain Expertise in Insurance Analytics: Leverage your expertise in P&C insurance to identify client pain points, emerging trends, and analytics solutions that drive operational efficiency and competitive advantage.
Technical Expertise: Utilize advanced analytics tools and techniques, including SQL, Power BI, SAS, and Generative AI, to extract insights and build data solutions. Guide teams in data processing, modeling, and visualization best practices.
Solution Design & Innovation: Develop and implement innovative analytics solutions to enhance underwriting, claims, and pricing strategies. Work closely with cross-functional teams to incorporate analytics into business processes and decision-making.
Performance Reporting & Insights: Design and deliver performance dashboards, reports, and presentations that translate complex data into actionable insights, facilitating data-driven decision-making for clients.

PREFERRED PROFILE:

Education: Bachelor’s or Master’s degree in Data Science, Statistics, Mathematics, Economics, Computer Science, or a related field. An advanced degree is preferred.
Experience: 10 - 15 years of experience in data analytics, with a strong focus on insurance analytics. Expertise in the Property & Casualty (P&C) domain is strongly preferred.
Technical Skills:
Proficiency in SQL, Power BI, and SAS.
Experience with Generative AI and other advanced data analytics tools.
Strong skills in data modeling, visualization, and data-driven decision-making.
Leadership Skills: Proven experience in managing and developing high-performance teams.
Analytical Thinking & Problem Solving: Ability to think strategically, analyze complex data, and provide innovative solutions to meet client objectives.
Preferred Skills: Exposure to other analytical tools and languages (Python, R) is a plus.
Familiarity with machine learning and AI algorithms relevant to the insurance domain.
Experience in consulting or with a professional services firm is an advantage.
This role is ideal for a seasoned data analytics professional with deep insurance expertise, ready to lead impactful analytics initiatives and develop client relationships.

LOCATION: Chicago

Job ID# 3138264

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Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

COMPANY OVERVIEW:

This US based company has more than 58,000 professionals in locations throughout the United States, Europe, Asia (primarily India and Philippines), Latin America, Australia and South Africa.

POSITION OVERVIEW:

We are seeking an experienced Scrum Master/Project Manager to facilitate Agile project management, ensuring the team adheres to Scrum principles while also managing project timelines, risks, and communication.

RESPONSIBILITIES:

Lead and facilitate Agile/Scrum processes for cross-functional teams, ensuring successful delivery of high-quality projects in the P&C Insurance domain.
Act as a Scrum Master and Manager, driving Agile best practices to enhance team performance and collaboration across remote teams.
Collaborate with product owners, stakeholders, and engineering teams to ensure project goals and deliverables are well defined, aligned with business objectives, and successfully met.
Manage the end-to-end project lifecycle, from initial planning and requirements gathering to delivery and retrospective.
Drive the adoption of Agile methodologies (Scrum/Kanban) and provide coaching to teams on Agile processes and principles.
Oversee and maintain project tracking using tools like JIRA and Confluence, ensuring transparency and alignment across teams and stakeholders.
Work closely with technical teams to support and monitor the integration of data solutions using Databricks, Azure Cloud, PySpark, and SQL.
Lead the resolution of any blockers or impediments impacting project progress, ensuring teams stay focused and productive.
Foster continuous improvement by leading retrospectives, facilitating daily standups, and managing sprint planning and reviews.
Provide mentorship and leadership to junior team members and facilitate the professional growth of the Scrum and development teams.
Manage multiple Agile projects concurrently, ensuring that timelines and milestones are achieved within scope and budget.
Build strong relationships with stakeholders and communicate project status, risks, and issues to senior leadership.

PREFERRED PROFILE:

Bachelor’s degree in computer science, Engineering, Business, or a related field.
5+ years of experience in a Scrum Master role, with at least 2 years in a managerial capacity leading Agile team.
Exposure to P&C Insurance processes, including underwriting, claims, and pricing workflows.
Working knowledge of data engineering, with exposure to in Databricks, Azure Cloud, PySpark, and SQL.
Proven experience using Agile methodologies, particularly Scrum, to deliver software projects on time and within budget.
Solid understanding and practical experience with JIRA and Confluence as project management and collaboration tools.
Strong project management skills with the ability to manage multiple projects simultaneously.
Excellent problem-solving skills, including the ability to identify, analyze, and resolve project-related issues and risks.
Strong leadership, coaching, and mentoring skills with the ability to guide teams through complex projects.
Excellent written and verbal communication skills, with the ability to effectively communicate with both technical and non-technical stakeholders.
Strong organizational skills and attention to detail.
Outstanding written and verbal communication skills, and presentation skills
Able to work in fast pace continuously evolving environment and ready to take up uphill challenges
Can understand cross cultural differences and can work with clients across the globe

Preferred Qualifications:

Certified ScrumMaster (CSM) or Advanced Certified ScrumMaster (A-CSM).
Familiarity with Azure DevOps or similar tools for managing Agile projects.
Familiarity with cloud-based data platforms, particularly Databricks and Azure Cloud.
Prior experience working in a remote work environment and managing distributed teams.

LOCATION: Remote in CST

Job ID# 3107092

Artemis invites you to subscribe to our free Job Alerts and “The Hunt” Blog for free insights on hiring and career development.

Artemis Referral Bonus – $500! If you know someone for this job, please join our Referral Bonus Program.

[internal_notes] =>

When sharing profiles, please send in To: Anureet Madhok Anureet.Madhok@exlservice.com; Varun Pande Varun.Pande@exlservice.com; Anurag Singh (Sr. AVP) Anurag.Singh2@exlservice.com

CC: Namit Chopra Namit.Chopra@exlservice.com; Pankaj Goel Pankaj.Goel@exlservice.com; Atul Kumar Singh atul.singh@exlservice.com. Vijayasarathy Siddharthan Vijayasarathy.Siddharthan@exlservice.com; Ankur Jain Ankur.Jain1@exlservice.com; Satyendra Singh Pawar Satyendra.Pawar@exlservice.com, Ankit Sirohi Ankit.Sirohi@exlservice.com

Candidate Full Legal Name as per Passport:

Current Location:

Mobile Number:

Email:

Worked for EXL Services in the past?

Available for Teams interview (Yes/No):

Work authorization (Specify validity of Work permit for applicable cases):

Expertise & Primary Skill Sets:

Experience in Years:

Willingness to relocate across USA/Canada:

If not open for relocation - What are the preferred locations:

Currently on a project:

Reason for Change:

Notice Period:

Vacation Plans, if any:

Salary Expectations:

Interviewed by EXL services Team in the past 2 months:

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