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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

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

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

Sr. Product Marketing Manager, Enterprise Go-To-MarketWhat you can expectWe are hiring a Senior Product Marketing Manager to lead Zoom’s enterprise go-to-market strategy. This includes creating and own centralized messaging, drive sales and partner enablement, and influence pipeline health across the enterprise segment. This is a U.S. remote, individual contributor role with no direct reports. Travel is limited but may be required for events, partner, or customer meetings.About the TeamThis person is also responsible for the alignment between sales, sales operations, enterprise marketing, product marketing, industry marketing, demand gen, and product teams. You’ll work across teams to deliver impactful projects that are changing the way people work. And enjoy opportunities to advance your career in a diverse, inclusive environment.Responsibilities<ul> <li>Owning our cross-platform positioning statement, messaging, long-form narrative, and corporate first call deck (“Why Zoom”).</li> <li>Creating compelling narratives for key launch moments at Zoom events like Zoomtopia (our annual customer conference), including Perspectives (our annual analyst events), and third-party events (like Enterprise Connect).</li> <li>Developing, maintaining, and iterating on Zoom’s base executive briefing content.</li> <li>Creating and executing engaging sales enablement programs to train our distribution team on Zoom products and solutions. Enablement programs will encompass product knowledge as well as deal management from first call to signed contract.</li> <li>Building buyer/audience-based solution content and discovery guides to convey benefits of Zoom, focused on awareness, deal open, and deal maturation programs.</li> <li>Co-owning global pipeline strategy to ensure that we are a true partner in the company's success. Such as KPIs, interlock across integrated marketing and field marketing, inform buyer journey and campaign strategy.</li> <li>Creating and owning a quarterly release marketing strategy and program, including guided tours and demo assets.</li> </ul>What we’re looking for<ul> <li>Experience (5-10+) in marketing and sales roles, including product marketing, go-to-market, and segment marketing.</li> <li>Have a proven track record of success marketing SaaS or PaaS to Enterprise segment.</li> <li>Have working knowledge of video / phone / chat communication (incl. but not limited to hardware partners, developers, security, etc.) and industries’ best practices in the competitive space.</li> <li>Have a true passion for marketing to Enterprise businesses.</li> <li>Have previous success in a UCaaS, AI, or CRM product marketing or go to market role is a bonus.</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:11/01/24Ways 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

Sr. Product Marketing Manager, Enterprise GTM

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

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit&nbsp;[<a href="http://www.arvest.com/careers/benefits" target="_blank">www.arvest.com/careers/benefits</a>](<a href="https://www.arvest.com/careers/benefits" target="_blank">https://www.arvest.com/careers/benefits</a>). **Position is located at 502 S. Main Mall, Tulsa, OK 74103.** **Hours are Monday through Friday&nbsp; with ability to work additional hours as needed.** **SUMMARY:** Under general supervision and direction, the Commercial Banker 2 manages medium to large size secured or asset based credit loans, working capital lines of credit, and treasury opportunities. The incumbent develops commercial relationships for which to market Arvest’s products and services to meet current and future needs of clients. Demonstrates critical thinking, time management, and the ability to prioritize client’s needs and customer service. The incumbent maintains an effective working relationship and open communication with clients to enhance knowledge of business condition opportunities and potential risks. The incumbent utilizes the bank’s available assets to maximize the generation of revenue, profits, deposits, and plus other cross- selling opportunities. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. **ESSENTIAL DUTIES and RESPONSIBILITIES** include the following. Other duties may be assigned. **1.** Manage medium to large size secured or asset based credit loans, working capital lines of credit, and treasury opportunities. Focus in prospecting is operating business versus investment/transaction opportunities. Prospecting new business in accordance within Arvest policies and procedures and achieve growth goals. **2.** Develop commercial relationships for which to market Arvest’s products and services to meet current and future needs of clients in accordance with Arvest’s CFB4 process. **3.** Maintain an effective working relationship and open communication with clients to enhance knowledge of business condition opportunities and potential risks. **4.** Build internal relationships with other departments such as Treasury Management, International Banking, Wealth Management and Equipment Finance to enhance the overall banking relationship ensuring the client’s business objectives are met. **5.** Perform ongoing review of portfolio for appropriate customer alignment and focus based on opportunities and market data. **6.** Cultivate prospects through client referrals, networking, social media, sales calls and participation in professional organizations, social contacts and relationships built in the community. **7.** Analyze current financial information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of clients. **8.** Consult&nbsp;with&nbsp;clients&nbsp;and&nbsp;prospective&nbsp;clients to make sound financial recommendations for qualifying services. **9.** Work&nbsp;within&nbsp;underwriting&nbsp;authority and exercise appropriate discretion daily to analyze loan prospects. **10.** Actively participate in civic and public relations activities that provides new business for the bank and further development of relationships with existing customers. **11.** Maintain knowledge and adherence to all federal and state regulations and Arvest Loan Policy and Procedures. **12.** Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity. **TEAM ACCOUNTABILITIES:** · Cross-sell other services of the bank. · Support and uphold the Arvest Mission Statement. · Uphold the Arvest Code of Ethics that confidential information is safeguarded. · Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service. · Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation. · Promote professionalism at all times. **SUPERVISORY RESPONSIBILITIES:** May directly supervise 1 or more associates as assigned by the Manager. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ensure direct reports have completed required compliance training and are adhering to all internal procedures and controls as it relates to bank policy, laws, regulations and Arvest’s BSA/AML Program. Responsibilities include interviewing, hiring, appraising performance, rewarding, and disciplining associates. The incumbent has the authority and the appropriate influence to make recommendations regarding hiring, firing, advancement, promotion, or any other change of status of other associates within the guidelines of the bank’s procedures and guidelines for such change of status events. The incumbent provides training, planning, assigning, and directing work assignments and schedules; addressing complaints and resolving problems. Responsibilities: **QUALIFICATION REQUIREMENTS:** 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 qualified individuals with disabilities to perform the essential functions. **EDUCATION and/or EXPERIENCE:** · Bachelor’s Degree in Accounting, Marketing, Business Administration, Finance, or related field or equivalent military or related experience required. Relevant military experience is considered for veterans and transitioning service members. · 3 years previous lending related experience with emphasis in evaluation and/or origination of complex credits required. · Completion of Commercial Lending School within first 24 months in position required. · Completion of CFB4 training within first 6 months required. · Proven ability to build full banking relationships required. · Commercial Lending School, Omega Cash Flow analysis courses, or pursuing an advanced degree preferred. · Arvest experience preferred. **OTHER SKILLS and ABILITIES:** · Must be able to arrive at work on time, work on site and have regular work attendance · Must be able to work cooperatively with other co-workers regardless of personality, presence, or communication style · Must be able to provide cordial customer service regardless of customer personality, presence, or communication style · Must be able to perform several tasks at once · Must be able to work in a stressful atmosphere · Must be able to rotate job tasks · Must be able to greet others cordially · Must be able to coordinate multiple and changing priorities · Must be able to verbally communicate with all other associates · Must be able to operate telephone, scanner, copier and fax machines · Must be able to occasionally work outside of normal business hours · Must be able to move from department, division, or bank to department, division or bank to attending meetings · Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation **PHYSICAL DEMANDS:** The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to stand, walk, site, and to talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel, or crouch. The associate may occasionally be required to lift or move up to 25 pounds. Specific vision abilities required by this job include close, distance, color vision, and the ability to adjust focus. The associate must be able to travel occasionally by themselves within the U.S., including overnight, and via automobile and air. **WORK ENVIRONMENT:** The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. **Grade 16C** **Pay Range:&nbsp;**$111260 - $132117 per year

Arvest Bank Group

Commercial Banker 2

Ready to be a Titan? As a Customer Success Manager, Strategic Accounts, you’ll manage the long-term success of ServiceTitan’s largest customers, our strategic accounts (franchise systems and select multi-location enterprise customers). You’ll create partnerships with management contacts in strategic accounts and collaborate on projects and initiatives to drive ongoing success, product adoption, and evangelism with franchise owners and end users. The ideal candidate will be able to quickly learn new software, proactively manage accounts to meet internal and external goals, turn customers into partners, and be comfortable wearing many hats to meet changing customer and project needs.What you'll do:<ul> <li>Develop strong working relationships with corporate contacts in strategic accounts </li> <li>Coach and train on product best practices and workflows to corporate staff, franchise owners, and end users </li> <li>Collaborate with customers and product managers to manage product enhancement requests</li> <li>Act as a subject matter expert on custom product features for strategic accounts</li> <li>Manage initiatives to increase product adoption, customer satisfaction and evangelism</li> <li>Analyze user engagement data and identify actionable insight - KPIs will be reported on regularly </li> <li>Gather intelligence on how customers are using our products and determine what features and services are the most/least valuable to their businesses</li> <li>Build and present business reviews and provide recommendations to reinforce the value of ServiceTitan</li> <li>Act as an escalation point on customer support tickets</li> <li>Update account and contact records for strategic accounts to ensure accurate reporting</li> <li>Identify areas for improvement in the customer experience, both in our product and processes</li> <li>Onboard new customers to ServiceTitan - Customer Success Managers primarily own the long term relationship with customers, but may assist with new customer onboarding as needed </li> </ul>What you'll bring: <ul> <li>5+ years of relevant experience managing multiple accounts and/or projects with a proven track record of success</li> <li>Be a self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others</li> <li>Exceptional account management skills &amp; project management skills with strict attention to detail </li> <li>Demonstrated ability in learning new software programs and identifying opportunities to use their full potential</li> <li>A natural ability to think several steps ahead of the client and take proactive steps to address roadblocks, risks and issues</li> <li>Be a problem-solver who has a demonstrated ability to overcome challenges and ambiguity with creative solutions</li> <li>Team player with strong communication and organizational skills, and an ability to “roll with the punches”</li> <li>&lt; 15% travel nationwide (TBD based upon travel restrictions due to COVID-19)</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $86,000 USD - $124,000 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Customer Success Manager, Strategic

<h2>About the team</h2>At Zillow our mission is to give people the power to unlock life’s next chapter. The Media Solutions Technology team plays a meaningful part in connecting advertisers with the hundreds of millions of customers that visit Zillow websites each month. From scaling ad experiences that fuse on-site and social media together, to building marketplaces where consumers can shop for products and services, we have a big responsibility in how advertisers and customers engage with each other. We love it! We are a dynamic team that makes a significant impact with its contributions. Members of this team have the opportunity to: - Work on products and initiatives that directly generate revenue - Collaborate with multiple teams across our consumer brands and corporate operations - Have their ideas heard and often implemented as new products, features or solutions - Use and evolve best-in-breed technology - Showcase leadership (and be appreciated for it!) - Develop a career path in new and relevant ways - Continuously learn with countless internal and external training opportunities<h2>About the role</h2>We are looking for a Software Development Manager who will be responsible for overseeing the technical aspects of our advertising products and experiences. In this role you will:<ul> <li>Lead, coach and empower a team of engineering and platforms professionals to reach their goals and achieve their potential</li> <li>Be ultimately responsible for the development lifecycle, including code quality and security, testing and deployment</li> <li>Inspire with technical vision and build alignments with management and colleagues to fulfill it</li> <li>Help refine how the team and group can work together more optimally through Agile processes such as retrospective meetings</li> <li>Work with the team Principal Engineer to design solutions optimized for speed, reliability and scale</li> <li>Continuously network with technical leaders throughout the organization to capitalize on available technical investments and expertise</li> <li>Champion platform uptime and operational excellence</li> <li>Identify and introduce new technologies that extends platform offerings, powers more sophisticated functionalities and/or improves overall performance</li> <li>Ensure ad technology adheres to evolving legal and privacy regulations</li> <li>When necessary contribute to codebase where resource limitations and knowledge gaps exist</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, Washington state, and Washington DC the standard base pay range for this role is $170,900.00 - $273,100.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>​Experience working with ad serving technologies like Google Ad Manager strongly preferred</li> <li>Experience with troubleshooting and diagnosing issues, both in production and during the development cycle</li> <li>Have a deep understanding of system design, application architecture, and design patterns.</li> <li>Passionate about development and emerging technologies with a familiarity of the broader advertising technology ecosystem</li> <li>Experience in communicating technological concepts and requirements to non-technical partners</li> </ul>Qualifications<ul> <li>At least 5 years of coding experience across a full stack with a high proficiency in designing, coding and debugging web applications in a variety of frameworks and languages (Java, Node, React, Redux, GraphQL, HTML, SaaS)</li> <li>Competency in HTTP-based systems, including diagnosing HTTP traffic and response codes</li> <li>At least 2 years as a tech lead or manager with a proven approach towards mentoring and growing others</li> <li>Data engineering experience preferred (Hive, Presto, SQL Server, Redshift, Python, Mode Analytics, Tableau, Databricks)</li> <li>Experience with cloud services (AWS)</li> <li>Bachelor's degree or equivalent experience in Computer Science or related field</li> </ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

1,175 Jobs in Broken Arrow, OK, USA