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Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.As a member of our Professional Services organization, you’ll partner closely with our clients, Services team and Account teams to design and deliver transformative solutions. You’ll advise on and visually map complex business processes, shape data governance models, and create implementation plans that allow our customers to realize value from Airtable’s platform quickly and efficiently. As a founding member of our Solutions Architecture Team, you’ll also play a crucial role in shaping key processes and organizational structure as we scale. <h3>What you'll do</h3> <ul> <li>Partner with Airtable Engagement Managers to validate scope for professional services engagements</li> <li>Deeply understand clients' business processes, requirements, and pain points; advise on best practices for integrating Airtable into their workflow</li> <li>Advise customers on the creation and management of their data governance models from license administration through long-term solution maintenance</li> <li>Develop solution architecture designs, implementation plans, and project timelines that align with clients' objectives and requirements</li> <li>Developer mindset - provide technical guidance and support to clients and internal teams throughout the implementation process, addressing concerns or issues that arise</li> <li>Respond to customer feedback; mitigate objections with sound counsel and relay any product improvements to the right Airtable cross-functional partners</li> <li>Manage project plans when delivering single consultant engagements ensuring on time delivery, risk mitigation, and regular project communications</li> <li>Partner with other services and partner team members on larger engagements</li> </ul> Who you are <ul> <li>You have 5+ years of solution engineering, consulting or implementation experience supporting Enterprise SaaS platforms</li> <li>You’re well-versed in database design and governance best practices and familiar with the Enterprise SaaS technology landscape </li> <li>Ability to understand and customize messaging and consulting across verticals, use cases and geographies</li> <li>You have a keen understanding of business workflows and are comfortable using process mapping tools such as LucidChart and Visio</li> <li>You have excellent communication skills: you can modulate your style to engage stakeholders of varying seniority and technical backgrounds, and you deliver compelling presentations and product demonstrations</li> <li>You have 3-4 years of experience in a professional services or consulting role</li> <li>You are able to prioritize and influence customer priorities (including pushing back on customers when needed) and demonstrate strong project management capabilities</li> <li>You’re able to influence customer priorities, prioritize competing demands, and balance customer needs against the priorities of our business</li> <li>You are a highly collaborative team player who is comfortable navigating ambiguity and thrives collaborating with a broad range of cross-functional teams</li> <li>You’re able to adapt to new technologies and learn quickly; previous experience with Airtable is not required but very welcome!</li> </ul> Airtable is committed to working with and providing reasonable accommodation to individuals with disabilities. If you have a medical condition or disability which inhibits your ability to complete any part of the application process, please complete our <a href="https://airtable.com/shrq13fCV8h1sx2t8" target="_blank">Accommodations Request Form</a> and let us know how we may assist you. Airtable is an equal opportunity employer. We embrace diversity and strive to create a workplace where everyone has an equal opportunity to thrive. We welcome people of different backgrounds, experiences, abilities, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any characteristic protected by applicable federal and state laws, regulations and ordinances. Learn more about your <a href="https://drive.google.com/file/d/1jAj2by1bto5g8Xqn9hWNAwPOMGNd_fM6/view?usp=sharing" target="_blank">EEO rights as an applicant</a>. VEVRAA-Federal Contractor Compensation awarded to successful candidates will vary based on their work location, relevant skills, and experience. Our total compensation package also includes the opportunity to receive benefits, restricted stock units, and may include incentive compensation. To learn more about our comprehensive benefit offerings, please check out <a href="https://airtable.com/careers/life-at-airtable" target="_blank">Life at Airtable</a>. For work locations in the San Francisco Bay Area, New York City, and Los Angeles, the base salary range for this role is: $164,900—$282,000 USD For all other work locations (including remote), the base salary range for this role is: $148,400—$253,800 USD Please see our Privacy Notice for details regarding Airtable’s collection and use of personal information relating to the application and recruitment process by clicking <a href="https://www.airtable.com/company/personnel-privacy-notice" target="_blank">here</a>.

Airtable

Solutions Architect

<h1>Provider Services - Support Specialist 115-1020 (part time)</h1> Tulsa, OK, USA Req #599 Monday, October 28, 2024 JOB SUMMARY: Responsible for performing general clerical functions, departmental customer service and support. KEY RESPONSIBILITIES: <ul> <li>Provide clerical support to department including copies, filing, mailing or faxing as directed.</li> <li>Process all incoming departmental mail and documents.</li> <li>Responsible for file retention, relocation and shredding.</li> <li>Responsible for departmental document imaging, auditing and indexing of imaged files.</li> <li>Assist other departmental members as needed and phone back-up.</li> <li>Perform other duties as assigned. </li> </ul> QUALIFICATIONS: <ul> <li>Highly organized and attentive to detail.</li> <li>Proficient in Microsoft applications.</li> <li>Successful completion of Health Care Sanctions background check.</li> <li>Must be able to prioritize duties and work independently with limited supervision and utilizes one's time effectively.</li> <li>Strong oral and written communication skills.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>High school diploma or equivalent. Associates degree preferred.</li> <li>At least 2 years working in an administrative function in a health care related field or a combination of work experience and medical related education to meet minimum of 2 years required.</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Hourly </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Provider Services - Support Specialist 115-1020 (part time)

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single-Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Manager, cross-functional R&amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $109,000 - $170,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.</li> <li>Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.</li> <li>Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.</li> <li>Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment</li> <li>Strong work ethic, upbeat, proactive, standout colleague</li> <li>Excellent problem-solving, communication, organization, and time leadership skills</li> <li>Data and metric-driven</li> <li>Flexibility and ability to adapt to new demands; strong sense of urgency</li> <li>Assertiveness, candor, and a “company first” mentality</li> <li>Minimum of Bachelor’s Degree or equivalent experience</li> </ul> Key to the position is strong leadership capabilities, which include building, cultivating, and supporting a high-performance team, supporting team objectives, and driving client success. This person must have a successful track record of collaborating with multiple cross-functional team members, including sales, marketing, R&amp;D, Finance, and Legal, and interacting regularly with senior-level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community. Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. Client Success Manager

What you can expectThe Partner Profitability Lead sets and executes the global strategy of how Zoom invests in partners to build and accelerate their Zoom practice and performance. This role is responsible for driving value exchange, ensuring every dollar invested has the highest possible ROI, partner transaction models lend to growth, and partner investments are competitive with other vendors in the industry. The Partner Profitability lead will work with finance, program managers, channel strategy leaders, operations and partners to develop the profitability strategy and ensure alignment, support, and execution of that strategy into all programs. About the teamThe Partner Profitability Lead will play a pivotal role in setting and executing the global strategy for how we invest in partners to build and accelerate their Zoom practice. This role is crucial in ensuring that our partner investments yield the highest possible return on investment (ROI) while maintaining competitiveness within the industry.Responsibilities<ul> <li>Developing and executing the multi-faceted strategy for partner profitability, aligning with the company's overall objectives and goals. </li> <li>Owning the deal registration model, including program, policies, governance and profitability. </li> <li>Collaborating with cross-functional teams including finance, program managers, channel strategy leaders, operations, and partners to develop and implement partner profitability initiatives.</li> <li>Building individual incentive programs in alignment with profitability strategy including rebates, SPIFs, Funded Head, promotions, Deal Registration, MOUs and more. </li> <li>Developing and maintaining profitability and ROI models</li> <li>Analyzing partner investments and performance metrics to identify opportunities for optimization and improvement.</li> <li>Driving value exchange between Zoom and its partners, ensuring that investments result in mutual benefits and sustainable growth ensuring that partner investments are industry competitive and aligned with market trends.</li> <li>Working closely with finance to track and measure the ROI of partner investments, providing regular reports and insights to key stakeholders.</li> <li>Tracking and reporting on invested dollars and resources to ensure ROI and Value Exchange. </li> <li>Collaborating with designers to build customer, channel partner, and internal, program documents, business process and operations to message and execute programs.</li> </ul>What we're looking for<ul> <li>7+ years of partner incentive and deal registration management experience in SaaS industry.</li> <li>Experience gathering input and requirements from both internal and external stakeholders to develop a comprehensive strategy and plan. </li> <li>Experience in building ROI financial models, detailed reporting, deal registration models and best practices</li> <li>Experience of working in channel programs across multiple geographies</li> <li>Expertise in Salesforce CRM for tracking, analyzing and reporting partner performance.</li> <li>Expertise in gathering, integrating, and delivering outcomes based upon stakeholder feedback.</li> <li>Expertise in channel development in a high-growth, enterprise SaaS/Cloud business.</li> <li>Display a proven record of implementing highly effective incentive programs as well as designing, developing, soliciting and implementing feedback, launching programs on time in a fast paced environment. </li> </ul>Salary Range or On Target Earnings:Minimum:$121,600.00Maximum:$266,000.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:11/04/24Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment. Our Commitment​ We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

Zoom

Partner Profitability Lead

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategorySalesJob DetailsAbout SalesforceWe’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.Role Description: Enterprise Account Executive, Tableau (Public Sector) -State of California We are seeking proven, quota-carrying sales performers to help us grow our loyal customer base. Responsibilities include generating new business in existing accounts, as well as playing a key role as you drive strategic, enterprise-wide, analytics, and application platform initiatives in the State of California. Our Enterprise Business team focuses on working with exciting growing organizations of 5000+ employees in the Public Sector vertical.Tableau As the market-leading choice for modern business intelligence, our analytics platform makes it easier for people to explore and manage data, and faster to discover and share insights that can change businesses and the world. Everything we do is driven by our mission to help people see and understand data, which is why our products are designed to put the user first—whether they’re an analyst, data scientist, student, teacher, executive, or business user. From connection through collaboration, Tableau is the most powerful, secure, and flexible end-to-end analytics platform.Day to Day<ul> <li>Our Tableau Account Executives engage with existing customers and new leads to sell the entire Tableau platform. They build positive, trusted relationships with both key team members and c-suite decision makers within their patch, and become naturals at helping customers realize value from their Salesforce investments. You will drive the analytics discussion and identify use cases within your accounts.</li> <li>You will use your skills to develop opportunities, through both warm leads and whitespace prospecting.</li> <li>Develop key customer stakeholder relationships and drive customer satisfaction at assigned accounts</li> <li>Assist with the development and execution of overall long-term strategy for the account, aligned to customer business objectives</li> <li>Coordinate internal resources including product support, customer success, and sales engineering to meet customer business needs</li> <li>Assist with account planning at assigned accounts, coordinating with other sales resources (Salesforce Core AE’s, Prime AE’s, Cloud AE’s, etc.) to ensure strategic alignment</li> <li>Manage complex sales-cycles and present to C-level executives the value proposition of Tableau platform</li> <li>Define and complete territory / account sales plans for assigned territory and then meet and exceed sales goals (quotas) through prospecting, qualifying, managing and closing sales opportunities.</li> <li>Develop and manage sales pipeline, prospect and assess sales and move a large number of transactions simultaneously through the sales pipeline.</li> </ul>Required Experience<ul> <li>10+ years of enterprise software or technology sales and account management experience; ideally focused on selling to departments and agencies in California.</li> <li>Work well within a team of various partners within a matrixed environment (client directors, solution engineers, executives, etc.)</li> <li>Highly driven individual with a focus on execution, strong sense of urgency and a belief in our Tableau mission.</li> <li>A mix of business curiosity combined with a technical ability to truly address customer data challenges and earn trust</li> <li>Solution selling mentality: develop a plan and solution, articulate value, and navigate complexities of our customers to drive revenue</li> <li>Education: Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)</li> <li>The ideal location for this role is Sacramento, CA</li> </ul>AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this <a href="https://careers.mail.salesforce.com/accommodations-request-form" target="_blank">Accommodations Request Form</a>.Posting StatementAt Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at <a href="http://www.equality.com" target="_blank">www.equality.com</a> and explore our company benefits at <a href="http://www.salesforcebenefits.com" target="_blank">www.salesforcebenefits.com</a>.<a href="https://salesforce.com" target="_blank">Salesforce</a> is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.<a href="https://salesforce.com" target="_blank"> Salesforce</a> does not accept unsolicited headhunter and agency resumes.<a href="https://salesforce.com" target="_blank"> Salesforce</a> will not pay any third-party agency or company that does not have a signed agreement with<a href="https://salesforce.com" target="_blank"> Salesforce</a>.﻿Salesforce welcomes all.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For California-based roles, the base salary hiring range for this position is $143,650 to $192,200.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: <a href="https://www.salesforcebenefits.com" target="_blank">https://www.salesforcebenefits.com</a>.

Salesforce 

Enterprise Account Executive, Tableau-State of California

Req ID: 75719 Location: Tulsa -TUL Areas of Interest: Accounting Pay Transparency Salary Range: Not Available Application Deadline: 11/22/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! <h2>Job Description</h2> The Accountant II, Accounting Operations is responsible for performing a wide range of accounting tasks in the areas of accounting operations, reconciliation, and reporting. This position generally compiles information from sources throughout BOK Financial and its subsidiaries, and performs accounting reconciliations, journal entries, month-end close responsibilities, operational accounting functions, and projects for process improvements. <h2>Team Culture</h2> A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform month-end close responsibilities and provides support and assistance to the management team.</li> <li>You will prepare reconciliations of asset, liability, and equity accounts, and will initiate journal entries to record transactions.</li> <li>You will perform operational accounting tasks, such as disbursing funds, preparing operational reports, and coordinating accounting information with other departments of the bank.</li> <li>You will provide guidance and direction to various areas of the bank when accounting-related errors are found, and will be responsible for ensuring the appropriate corrections.</li> <li>You will perform data entry of accounting-related information, such as account balances, invoices, and reconciling items. </li> <li>You will review the accuracy of accounting-related information such as amounts, contract terms, and proper approvals.</li> <li>You will be responsible for responding to internal or external inquiries about general ledger reconciliation and operational activity.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting, and 2+ years related bank accounting experience or 4+ years equivalent experience in accounting or finance. <ul> <li>Working knowledge and intermediate understanding of generally accepted accounting principles</li> <li>Ability to understand technical accounting topics</li> <li>General knowledge and understanding of bank operations</li> <li>Excellent PC skills including spreadsheet, database, and word processing applications; ability to operate a 10 key by touch </li> <li>Effective communication skills in order to explain accounting concepts and resolve problems </li> <li>Effective problem-solving skills in order to identify and resolve discrepancies</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Accountant II, Accounting Operations

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $67,000 - $105,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.</li> <li>Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure an outstanding client experience. </li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.</li> <li>Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products, or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem-solving.</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. </li> <li>You have handled demanding customers or situations and can demonstrate resolutions.</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. </li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to travel</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Client Success Manager - RIA & SFO

Lithko Contracting

Senior Superintendent

<h2>Job Description</h2> You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you’ll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities <ul> <li>Share the value of Chase Private Client with clients that may be eligible</li> <li>Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs</li> <li>Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs</li> <li>Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week</li> <li>Adhere to policies, procedures and regulatory banking requirements</li> </ul> Required Qualifications, Capabilities and Skills <ul> <li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li> <li>Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation</li> <li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role</li> <li>Compliance with Dodd Frank/Truth in Lending Act*</li> <li>High school degree, GED or foreign equivalent required </li> <li>Adherence to policies, procedures, and regulatory banking requirements</li> <li>Ability to work branch hours, including weekends and some evenings </li> </ul> Preferred Qualifications, Capabilities and Skills <ul> <li>Excellent communication skills</li> <li>College degree or military equivalent strongly preferred</li> <li>Experience cultivating relationships with affluent clients is strongly preferred</li> <li>Strong team orientation with a commitment of long-term career with the firm</li> </ul> Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: <a href="http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default" target="_blank">http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default </a>

J.P. Morgan

Private Client Banker - Oklahoma North Market - Tulsa, OK

Overview This is a remote role that may be hired in several markets across the United States. Responsible for updating, monitoring, and maintaining the Bank’s Enterprise Risk Appetite Program, a Bank-wide program that defines the amount and type of risk the Bank is willing to accept in the pursuit of its business objectives. Execution of this Program requires risk management subject matter expertise to support and effectively challenge key stakeholders at the Business and Enterprise level. This position is responsible for Risk Appetite project management (e.g., execution, training, education, support), relationship management (e.g., coordination with applicable Second Line stakeholders), and execution of effective challenge of the Risk Appetite Statement and Key Risk Indicators, inclusive of supporting analysis, documentation, and rationale. Additionally, this position is responsible for the creation of governance materials supporting Board approval of the Risk Appetite Statement. The Program also supports overall risk advisory including monitoring and connectivity with various Enterprise risk programs (e.g., Strategic Planning, Top &amp; Emerging Risks, Material Risk Identification, Risk and Control Self Assessments). To perform this role, a high level of interaction is required with stakeholders at all levels of the organization. Responsibilities <ul> <li>Facilitate the review and update of the Risk Appetite Statement (RAS), and associated Key Indicators (KIs), to ensure alignment with the Bank’s risk appetite and strategic objectives</li> <li>Train Second Line on Program expectations regarding supporting analysis, documentation, and effective challenge of First Line Risk Appetite proposals </li> <li>Develop templates and define expectations for submitting Risk Appetite proposals to senior management, governance groups, and the Board for review and approval</li> <li>Evaluate Risk Appetite proposals individually and in aggregate to ensure completeness and cohesiveness across risk categories </li> <li>Run monthly and quarterly Risk Appetite reporting, including the escalation of Risk Appetite threshold breaches and risk responses to the Board for approval </li> <li>Develop and execute a plan to cascade the Risk Appetite Statement to governance groups and Business Units for KI development and reporting</li> <li>Update and monitor adherence to the Risk Appetite Standards and Procedures in alignment with industry and regulatory expectations</li> <li>Orchestrate and partner with key internal stakeholders to maintain awareness of organizational risk appetite</li> <li>Identify process deficiencies and escalate applicable issues to management</li> <li>Keep abreast of new and evolving risk management developments and industry changes</li> <li>Develop relationships and remain active in professional networks (e.g., ABA, RMA, etc.) to stay abreast of current and emerging issues</li> <li>All other duties as assigned</li> </ul> Qualifications Bachelor's Degree and 6 years of experience in Financial Services, Enterprise Risk Management, Operational Risk Management, Compliance, Audit, Finance, or Accounting OR High School Diploma or GED and 10 years of experience in Financial Services, Enterprise Risk Management, Operational Risk Management, Compliance, Audit, Finance, or Accounting Additional Requirements: <ul> <li>Knowledge of risk management techniques and practices, including a working knowledge of Risk Control Frameworks (e.g., COSO, Basel) as well as internal risk categorizations</li> <li>Knowledge of regulatory guidance pertaining to Enterprise Risk (e.g., FDIC, OCC, FRB, CFPB)</li> <li>Excellent communication skills, both verbal and written</li> <li>Exceptional organization, analysis, decision-making and problem resolution skills with strong attention to detail </li> <li>Ability to leverage independent judgment to accomplish objectives within deadlines, including independently creating cycle execution roadmaps with the ability to adequately execute against these plans </li> <li>Advanced Microsoft Office skills including Microsoft Excel and PowerPoint</li> <li>Understanding of financial and non-financial risk and comfortable challenging alignment to risk appetite (e.g., key risk indicators, qualitative statements)</li> </ul> Other Preferred Qualifications: <ul> <li>Large bank and/or supervisory risk management experience</li> <li>Project management experience </li> <li>Technical experience managing Risk Appetite Programs </li> <li>Advanced degree (e.g., MBA)</li> <li>Enterprise Risk and/or Operational Risk experience</li> <li>Experience working with a GRC application (e.g., Archer)</li> </ul> This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $98,000 to $160,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: <a href="https://jobs.firstcitizens.com/benefits" target="_blank">https://jobs.firstcitizens.com/benefits</a>.

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