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Ready to be a Titan?The Specialist of Pro Product Strategy is a highly-visible role contributing to the overall success and expansion of ServiceTitan’s Pro Product portfolio, which currently includes 8 add-on products. The successful candidate will drive, manage, and optimize new and current growth initiatives that create immense value to our customers across all current and future ServiceTitan Pro Products. This individual has a well-rounded background – including analytical rigor, strategic thinking, and operating acumen -- drawing key elements from roles such as management consulting, corporate strategy/development, and business operations. The ideal candidate is highly motivated to drive new growth opportunities and help ServiceTitan continue to expand both its existing and future product areas.What you'll do:<ul> <li>Assist in the development of near-term and long-term product strategy for current and future Pro Product initiatives in partnership with senior product leadership</li> <li>Support the overall management of the strategy initiative by developing project plans and regularly communicating on project updates, risks, and statuses of key milestones</li> <li>Develop and optimize business cases for future opportunities with ongoing analyses (quantitative &amp; qualitative) including, but not limited to, competitive landscape, market size and trends, customer validation takeaways, recommendations, etc.</li> <li>Participate in existing and prospective partnership conversations, help to define mutually beneficial integration solutions, support negotiations of commercial terms and timelines, and daily relationship management</li> <li>Partner with Product Management, Sales and Marketing, and Post-Sale teams to define scope, requirements, and go-to-market strategy to launch and operate product(s) with immense value and high adoption</li> <li>Collaborate with the Revenue team to optimize sales enablement activities and evaluate ongoing pricing, costs, and margins to enhance Growth initiatives over time and exceed goals</li> <li>Research and maintain business landscape knowledge of competitors, insights, and trends</li> </ul> What you'll need:<ul> <li>2-4 years of work experience in management consulting, product strategy, or a similar role supporting new growth initiatives cross-functionally</li> <li>Experience in B2B technology with exposure to Software or SaaS businesses preferred</li> <li>Experience conducting quantitative and qualitative analyses include product analytics, survey analysis, business performance analysis, financial modeling, etc.</li> <li>Ability to distill complex issues into structured frameworks and concrete action plans</li> <li>Comfort with ambiguity in a dynamic working environment; know how to balance getting the details right while still moving fast and intellectual curiosity</li> <li>Demonstrated excellence in cross-functional communication, with the ability to simplify and explain complex problems to stakeholders of all levels</li> <li>This is a fully remote position and we are open to candidates across the US</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

Specialist, Product Strategy

Williams is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information or any other basis protected under applicable discrimination law.Do something that means something at Williams. This isn’t just a job - it’s an opportunity to explore and discover your passion with coworkers who become friends and mentors who push you to be your best self in and out of the office. At Williams, we make clean energy happen. And you can too, so bring your energy to ours.As an Accounting Analyst II, you will play a crucial role in supporting accounting functions within our organization. Your responsibilities will include compiling and Interpreting financial Information for management decision making; as well as, looking for ways to optimize business processes through technology and automation, enhancing efficiency and reducing costs. An eye for improvement opportunities with the ability to tackle sophisticated problems are keys to success!Your work will challenge you, and with our Core Values to guide you, you’ll quickly learn and grow with us.<h2>Responsibilities/Expectations:</h2><ul> <li>Supports reporting for Gulfstream JV</li> <li>Prepares FERC Form 2 reporting of affiliate balance and manages intercompany settlement process</li> <li>Performs assigned month-end activities including journal entries, account reconciliations, management reporting, and variance analysis for regulated entities</li> <li>Prepares, maintains and develops schedules, reports, and analyses for internal/external customers</li> <li>Provides requested documentation and clear explanations for both internal and external audit processes</li> <li>Participates as a project team member and a resource for colleagues with less experience</li> <li>Processes and analyzes significant amounts of data while identifying opportunities for process improvement with a focus on efficiency and automation</li> <li>Other duties as assigned</li> </ul><h2>Education/Years of Experience:</h2><ul> <li>Required: Bachelor's degree in Accounting, Finance or related major with a strong accounting focus and minimum two (2) years experience in accounting in the energy industry</li> <li>Preferred: CPA</li> </ul><h2>Other Requirements:</h2><ul> <li>Demonstrates excellent organizational/interpersonal skills and safety as the utmost priority</li> <li>Proficient use of Microsoft Office applications</li> <li>Promotes effective cross-functional communication and collaboration within the team and across departments</li> <li>Strong analytical, problem-solving, and financial skills</li> </ul>About Tulsa:Our corporate headquarters is located in downtown Tulsa, Oklahoma, the 2nd largest city in Oklahoma and the 47th most populous in the U.S.Tulsa is known as the Mother of "The Mother Road" - Route 66, and boasts impressive art deco architecture, the #1 city park in the U.S. (The Gathering Place) and is a great venue for live music. It's an easy place to get in and out of, with more than 20 non-stop flight destinations offered at Tulsa International Airport. Tulsa is listed on <a href="https://www.cnn.com/travel/article/where-to-travel-best-destinations-2022/index.html" target="_blank">CNN Travel's best destinations to visit in 2022!</a>Tulsa is not only a great place to live, but it's affordable. According to the 2019 Economic Report from Tulsa's Future, the cost of living is 8 percent below the U.S. average. There is no place like T-Town. Check out <a href="https://visittulsa.com/" target="_blank">visittulsa.com</a> to learn more!Why Choose Williams?We are committed to providing our employees with competitive compensation and benefits as part of your Total Rewards package to help protect your current and future physical, emotional, and financial health. We generally offer health benefit programs to our employees and their families that are competitive and flexible enough to meet your needs, and retirement benefits to allow you to invest now for financial security when you retire. With rich learning and development programming and a high internal mobility rate, you are not just applying to a job with Williams; you are embarking on an exciting career!<ul> <li>Competitive compensation</li> <li>Annual incentive program</li> <li>Hybrid work model - one work from home day each week for most office-based roles</li> <li>Flexible work schedule for most field-based roles</li> <li>401(k) with company matching contribution and a fixed annual company contribution</li> <li>Comprehensive medical, dental, and vision benefits</li> <li>Generous company-paid life insurance and disability benefits</li> <li>A consumer-driven health plan option with the potential for a generous company contribution to a Health Savings Account</li> <li>Healthcare and Dependent Care Flexible Spending Accounts</li> <li>Paid time off, including floating and company holidays</li> <li>Wellness Program with annual rewards</li> <li>Employee stock purchase plan</li> <li>Robust employee learning and development</li> <li>High internal mobility (we promote from within)</li> <li>Parental leave (we provide up to 6 weeks for each parent)</li> <li>Fertility coverage and adoption benefits</li> <li>Domestic partner benefits</li> <li>Educational reimbursement</li> <li>Non-profit donation matching contributions and time off to volunteer</li> <li>Employee resource groups</li> <li>Employee assistance programs</li> <li>Technology to make our work more productive and collaborative</li> <li>Regular employee engagement surveys and feedback processes</li> </ul>Williams has a long history of making a significant difference in the communities where we live and work, and we strive to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and great things happen when people from a diverse set of backgrounds come together. Together, we make clean energy happen.Eligibility and benefits are governed by the terms of the applicable plan or program document which can be amended or terminated at any time.For more information, please visit <a href="https://www.williams.com/careers/total-rewards/" target="_blank">https://www.williams.com/careers/total-rewards/</a>.<h2>Education Requirements:</h2>Skill Requirements:Competency Requirements:Action oriented (3 - Meets Expectations), Collaborates (3 - Meets Expectations), Communicates effectively (3 - Meets Expectations), Customer focus (3 - Meets Expectations), Drives results (3 - Meets Expectations), Ensures accountability (3 - Meets Expectations), Instills trust (3 - Meets Expectations)

Williams

Accounting Analyst II - Regulated

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Coinbase is committed to deterring illicit activities, protecting against exploitation by criminals, and complying fully with our legal and regulatory requirements. Being the most trusted brand in the industry is our key priority. We are looking for someone who shares our values, is a team player but can work independently, and who thrives in a dynamic environment. Investigation Analysts handle sensitive and high-risk cases and must maintain the highest ethical standards. What you’ll be doing: <ul> <li>Leverage blockchain analytics and financial crime expertise to conduct in depth investigations and analysis in support of Coinbase’s BSA/AML program.</li> <li>Conduct reviews of higher risk cases referred by partner teams, which may involve high volume transaction activity, potential fraud or money laundering rings, terror financing or human trafficking concerns, politically exposed persons (PEPs), high-profile individuals, etc.</li> <li>Able to apply a variety of investigatory techniques to ambiguous complex fact patterns resulting in independent analysis to meet regulatory filing requirements. </li> <li>Detailed understanding of a broad range of financial product offerings across the financial services industry</li> <li>Evaluate AML and fraud-related alerting activity to determine whether such activity warrants a Suspicious Activity Report (SAR) filing in accordance with FinCEN guidelines.</li> <li>Conduct Continuing Activity Reviews (CARs) of customer activity as needed.</li> <li>Initiate 314(b) requests, enhanced due diligence (EDD) requests, and sanctions advisory reviews to comply with the USA PATRIOT Act, regulatory requirements, and internal policies and procedures.</li> <li>Analyze KYC information and conduct open-source and due diligence research in support of investigations.</li> <li>Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures.</li> <li>Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC. </li> </ul> What we look for in you: <ul> <li>Bachelor’s degree or equivalent </li> <li>Minimum 2 years relevant experience (conducting AML investigations, SAR preparation and filing)</li> <li>Able to apply a variety of investigatory techniques to ambiguous complex fact patterns resulting in independent analysis to meet regulatory filing requirements.</li> <li>Detailed understanding of a broad range of financial product offerings across the financial services industry</li> <li>Able to deal with highly confidential and sensitive client, employee, and third party information</li> <li>Ability to effectively communicate in writing and in person, with third parties including but not limited to regulatory agencies, law enforcement, and external auditors, etc</li> <li>Exceptional written and research skills required to complete regulatory reports and in depth investigations</li> <li>Interact, through written and in-person presentation, with senior management and at times, executive management, on sensitive case matters.</li> <li>Work on cases with high levels of confidentiality</li> <li>Provide oversight of functions executed by cross functional departments </li> </ul> Nice to haves: <ul> <li>Cryptocurrency or blockchain experience</li> <li>CAMS, CFE or CFCS certification </li> <li>Crypto Investigation Certifications (i.e. from Chainalysis, TRM Labs, Elliptic, etc) </li> <li>Experience with SQL and applications Looker, SuperSet, or Snowflake</li> </ul> Job ID: P64691 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $96,475—$113,500 USD <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Compliance, US Investigations Associate

Oklahoma State University

Administrative Specialist

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> We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit. You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization! Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management. 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 $119,000 - $149,000 (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>Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products </li> <li>Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap</li> <li>Coordinate appropriate internal product and technical resources for prospect calls and meetings</li> <li>Highlight and communicate the differentiating benefits of Addepar vs. the competition</li> <li>Support the sales effort with “Proof of Concepts” </li> <li>Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience</li> <li>Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)</li> <li>Assist our Account Executives with the completion of RFPs &amp; RFIs.</li> </ul> <h4>Who You Are</h4> <ul> <li>3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms</li> <li>Bachelor's Degree</li> <li>Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success</li> <li>Knowledge of modern software architecture and database concepts</li> <li>Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally</li> <li>Ability to multi-task and track processes and work for numerous prospective clients</li> <li>Ability to lead sophisticated projects, relationships, and timelines</li> <li>Flexible to travel on short notice (20%+)</li> <li>[Bonus] API exposure/knowledge is a plus!</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>.

Addepar

Sales Engineer

Billing Representative

Role Overview We are seeking a highly motivated and experienced Battery Scientist to join our team. The ideal candidate will have a strong background in battery technology and cell build processes, along with excellent leadership and project management skills. The position will bridge new material chemistry with battery electrode design optimization. Responsibilities Continuously explore and improve the integration of Ten-Nine’s materials in both primary and secondary batteries. Collaborate with cross-functional teams, including R&amp;D, engineering, and production, to ensure seamless integration of new battery technologies into products. Identify emerging trends and technologies in the battery industry and design application research to target them. Oversee the testing and validation of new battery designs to ensure performance and safety standards are met. Drive continuous improvement initiatives to optimize battery manufacturing processes and enhance product quality. Maintain documentation and reports related to battery development projects, including technical specifications, test results, and performance metrics. Qualifications and Education Required MS or PhD in Electrochemical Engineering, Chemical Engineering, Material Science, or similar – with an emphasis on cell design/electrode optimization in lithium-ion rechargeable batteries Proficient with lab procedures related to battery cell fabrication &amp; testing, including OSHA/EHS procedures 1+ Years of battery cell design &amp; fabrication experience in an industry setting Lateral problem-solving ability Proficient with battery test methods and interpretation of results Experienced with Battery Cyclers, SEM, EDX, EIS Keen attention to detail and record keeping Excellent organizational skills Strong communication skills; both written and oral Ability to maintain a clean and pleasant work environment Proficient in Microsoft Office Software (Word, Excel, PowerPoint) Flexibility in the workplace Must pass background check/drug test Preferred Lithium-ion battery cell design optimization across material and application sets Experience working with a wide variety of battery active materials &amp; nanomaterials Commercialization of new battery products In-depth understanding of analytical techniques utilized in battery R&amp;D (material analysis, electrochemical analysis, post-mortem analysis, etc.) Additional Notes Position requires on-site attendance with some flexibility for remote work. To apply, submit the form below or contact us at <a href="mailto:careers@ten-ninetech.com" target="_blank">careers@ten-ninetech.com</a>.

Plains Ventures

Battery Scientist / Ten-Nine Technologies

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.The Annuity Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will have a deep understanding of the approved annuity platform and provide individual FRs annuity solutions for specific client situations leveraging their understanding of the available products available via Park Avenue Securities.<h2>You are</h2><ul> <li>Self-motivated and can adapt to a fast moving and dynamic environment.</li> <li>Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.</li> <li>Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.</li> <li>Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.</li> </ul><h2>You will</h2><ul> <li>Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Annuity opportunities), pre and post Wealth Management Consultant (WMC/AWMC) agency visit support, and deliver Annuity training to groups of FRs (and agency management) via Video Conference. This training can include not only products and solutions but cover the technologies and applications used (when such training &amp; support is not offered by the vendor), and generic information covering the transacting of registered products.</li> <li>Work closely with the WMC and AWMC, focusing on the overall growth of Wealth Management business in the agencies either within their assigned territories or nationally as required.</li> <li>Analyze Annuity holdings, develop proposals, communicate investment product objectives.</li> <li>Provide rate information as required, directing FRs to appropriate weblinks for such, etc.</li> <li>Manage and develop sales territory with WMC and AWMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.</li> <li>With WMC, implement and execute communications, sales, and growth plans within sales territory.</li> <li>Help identify and communicate sales opportunities to registered FRs.</li> <li>Act as a subject matter expert on Annuity products and technology platforms.</li> <li>Conduct consultative and educational sales calls and presentations to registered FRs.</li> <li>Document Field interactions in wholesaler CRM.</li> </ul><h2>You have</h2><ul> <li>Strong advisor management skills.</li> <li>Ability to support large case design and proposal.</li> <li>Desire to drive results and sales growth.</li> <li>Broad-based industry and product knowledge.</li> <li>Strong consultative skills.</li> <li>Excellent organizational skills.</li> <li>Bachelor’s degree or equivalent work experience required.</li> <li>Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).</li> <li>Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.</li> <li>Experience in field training and presenting to small/large groups via Zoom/Teams a plus.</li> <li>3-5 years overall experience (including above) within the financial services industry.</li> <li>Series 7 required.</li> <li>Series 63/65 or 66; required.</li> <li>Professional designations such as CFP; AIF.</li> <li>Life/Health insurance Licenses; preferred.</li> <li>Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.</li> <li>Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).</li> <li>Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.</li> <li>Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc. </li> <li>Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.</li> <li>Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.</li> </ul><h2>Location</h2><ul> <li>Western US</li> <li>Limited travel, likely once per quarter.</li> </ul>Salary Range $60,000 - $67,500 ​ The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.<h2>Our Promise</h2>At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at <a href="http://www.guardianlife.com/careers/corporate/benefits" target="_blank">www.guardianlife.com/careers/corporate/benefits</a>. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Guardian Life

Annuity Specialist - West

Classy, an affiliate of GoFundMe, is a Public Benefit Corporation and giving platform that enables nonprofits to connect supporters with the causes they care about. Classy's platform provides powerful and intuitive fundraising tools to convert and retain donors. Since 2011, Classy has helped nonprofits mobilize and empower the world for good by helping them raise over $7 billion. Classy also hosts the Collaborative conference and the Classy Awards to spotlight the innovative work nonprofits are implementing around the globe. For more information, visit <a href="http://www.classy.org/" target="_blank">www.classy.org</a>. <h4>The Job…</h4> <ul> <li>Manage Renewal Processes: Oversee the renewal process for existing customers, ensuring timely and accurate renewals.</li> <li>Customer Relationship Management: Maintain and strengthen customer relationships through regular interactions, understanding their needs, and ensuring customer satisfaction.</li> <li>Contract Review and Negotiation: Assist in reviewing and negotiating contract terms to align with customer needs and company goals.</li> <li>Customer Feedback Collection: Gather customer feedback and collaborate with product and support teams to enhance the customer experience.</li> <li>Market Trend Analysis: Stay informed about market trends and competitor strategies to inform renewal strategies.</li> <li>Process Improvement: Stay tuned to our renewal processes to ensure we consistently seek areas of efficiency. </li> </ul> You… <ul> <li>Experience in Customer Service or Sales: Prior experience in a customer-facing role in the SaaS industry.</li> <li>Strong Communication Skills: Excellent verbal and written communication skills for effective customer interactions.</li> <li>Organizational Abilities: Strong organizational and time-management skills to handle multiple accounts and deadlines.</li> <li>Problem-Solving Skills: Ability to identify and resolve issues efficiently and effectively.</li> <li>Attention to Detail: Keen attention to detail, particularly in contract review and data analysis.</li> <li>Team Player: Ability to work collaboratively with various internal teams.</li> <li>Technical Proficiency: Comfort with CRM systems and proficiency in Microsoft Office or similar tools.</li> <li>Customer-Oriented Approach: A strong focus on customer customer experience and relationship building.</li> </ul> <h4>Preferred…</h4> <ul> <li>Experience with SaaS Renewals: Direct experience in managing SaaS renewals.</li> <li>Negotiation Skills: Proven negotiation skills with a track record of favorable contract outcomes.</li> <li>Educational Background: A bachelor's degree in Business, Marketing, Communications, or a related field.</li> <li>Innovative Thinking: Creative problem-solving skills and the ability to innovate in customer retention strategies.</li> <li>Tech-Savvy: An understanding of the latest trends in SaaS technologies and customer success tools. </li> </ul> Why you’ll love it here... <ul> <li> Make an Impact: Be part of a mission-driven organization making a positive difference in millions of lives every year.</li> <li> Innovative Environment: Work with a diverse, passionate, and talented team in a fast-paced, forward-thinking atmosphere.</li> <li> Collaborative Team: Join a fun and collaborative team that works hard and celebrates success together.</li> <li> Competitive Benefits: Enjoy competitive pay and comprehensive healthcare benefits.</li> <li> Holistic Support: Enjoy financial assistance for things like hybrid work, family planning, and commuting, along with generous parental leave, flexible time-off policies, and mental health and wellness resources to support your overall well-being.</li> <li> Growth Opportunities: Participate in learning, development, and recognition programs to help you thrive and grow.</li> <li> Commitment to DEI: Contribute to diversity, equity, and inclusion through ongoing initiatives and employee resource groups.</li> <li> Community Engagement: Make a difference through our volunteering and Gives Back programs.</li> </ul> We live by our core values: impatient to be great, find a way, earn trust every day, fueled by purpose. Be a part of something bigger with us! GoFundMe is proud to be an equal opportunity employer that actively pursues candidates of diverse backgrounds and experiences. We are committed to providing diversity, equity, and inclusion training to all employees, and we do not discriminate on the basis of race, color, religion, ethnicity, nationality or national origin, sex, sexual orientation, gender, gender identity or expression, pregnancy status, marital status, age, medical condition, mental or physical disability, or military or veteran status. The total annual salary for this full-time position is $56,000 - $84,000 + equity + benefits. As this is a remote position, the salary range was determined by role, level, and possible location across the US. Individual pay is determined by work location and additional factors including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range based on your location during the hiring process. If you require a reasonable accommodation to complete a job application or a job interview or to otherwise participate in the hiring process, please contact us at <a href="#">accommodationrequests@gofundme.com</a> Dedication to Diversity GoFundMe and Classy are committed to leveraging Diversity, Equity, Inclusion, and Belonging to cultivate a culture that embraces and supports the unique identities, experiences, and perspectives of our people and customers. Our diversity recruiting priority is recognized under our first DEIB Driver: Opportunity Foster Diversity - we identify, recruit, and invest in top talent- ensure our people reflect the unique identities, experiences, and perspectives of the communities we serve and are all given the chance to grow. Global Data Privacy Notice for Job Candidates and Applicants: Depending on your location, the General Data Protection Regulation (GDPR) or certain US privacy laws may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.gofundme.com/c/personal-privacy-notice-for-classy-and-gofundme" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. Learn more about GoFundMe: We’re proud to partner with <a href="https://www.gofundme.org/" target="_blank">GoFundMe.org</a>, an independent public charity, to extend the reach and impact of our generous community, while helping drive critical social change. You can learn more about GoFundMe.org’s activities and impact in their <a href="https://www.gofundme.org/wp-content/uploads/2024/08/GoFundMe.org-FY24-Annual-Report.pdf" target="_blank">FY ‘24 annual report</a>. Our<a href="https://www.gofundme.com/c/gofundme-2023-year-in-help" target="_blank"> annual “Year in Help” report </a>reflects our community’s impact in advancing our mission of helping people help each other. For recent company news and announcements, visit our <a href="https://www.gofundme.com/c/newsroom" target="_blank">Newsroom</a>.

Classy

Renewals Coordinator

Req ID: 75924 Location: Tulsa -TUL Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2025 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> Formula Based <h2>Summary</h2> We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The TransFund ATM Support Analyst is primarily responsible for directing and providing services relating to ATMs for all TransFund clients. This includes providing consultation for new client set-up through activation on the network and ongoing support for existing clients. <h2>Job Description</h2> The TransFund ATM Support Analyst will play a key role in providing technical support for ATM operations, ensuring optimal functionality, and resolving issues promptly. The ATM Support Analyst will collaborate with various stakeholders, including IT teams, vendors, and operations staff, to maintain high levels of ATM performance and customer satisfaction. <h2>Team Culture</h2> We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. <h2>How You'll Spend Your Time</h2> <ul> <li>You will provide both technical and operational support for clients with a high level of customer service, provide assistance with network improvements through product development, systems enhancements, training materials and customer documentation and looks for opportunities to provide an enhanced experience for the customer by offering upgrades and additional services where applicable.</li> <li>You will determine client needs, establish objectives, determine resource requirements, coordinate and conduct new client ATM conversions to TransFund by managing the projects to completion in conjunction with the Card Services PM, coordinate with client, ATM vendor, switch processor(s) and telecom providers to ensure smooth conversion of ATMs. </li> <li>You will prepare and ship packages with peripheral ATM equipment (Routers, settlement cards, etc.) out to clients and maintain inventory of items, perform data entry of new ATM information and update to existing ATMs in internal ATM database to ensure all records are up to date. You will report on outstanding project requests and follows up with clients to bring projects to completion. </li> <li>You will direct and provide client support, including operational and technical problem troubleshooting and research requests, plan and coordinate on-going client ATM installations and upgrades by managing the projects to successful completion. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s degree in Computer Science, Information Technology, or a related field, proven experience as an ATM Solution Analyst or in a similar role, or equivalent combination of education and experience. <ul> <li>Understanding of ATM hardware, software, and network configurations.</li> <li>Proficient in troubleshooting and problem-solving skills.</li> <li>Excellent communication skills for interacting with stakeholders and providing clear instructions.</li> <li>Ability to work independently and collaboratively in a fast-paced environment.</li> <li>Familiarity with ticketing systems and IT service management processes.</li> <li>Knowledge of banking industry regulations and compliance standards.</li> <li>Strong knowledge of ATM devices, network platforms and supporting systems</li> <li>Good interpersonal skills, and exceptional customer service abilities</li> <li>Ability to work well with others and contribute to team goals and expectations</li> <li>Ability to manage clients and communicate effectively to all levels regardless of end user technical aptitude or company position </li> <li>Good project planning/management skills, with ability to coordinate many activities with multiple priorities</li> <li>Strong MS Office skills with an emphasis on Word, Excel and PowerPoint </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.

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