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Business acumen and presence to have meaningful conversations with business leaders about safety, compliance, risk, and return on investment. A track record of meeting or exceeding new business targets, with the ability to discuss year-over-year performance in terms of revenue and margin. Business D

Job DescriptionSalary: JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Reports To: Co-Chief Executive Officers (Co-CEOs) Direct Reports: Corporate Controller, Accounting and Corporate Finance Staff Mission and Enterprise Alignment Mission: To simplify financial security and remove uncertainty for Americas middle class. Vision: To be the most trusted financial partner on every Main Street in America. CAPTAG Values in Action. Caring: Steward company resources responsibly with awareness of enterprise-wide impact Accountability: Own financial accuracy, controls, and outcomes without exception Positive Attitude: Lead constructively through change, pressure, and complexity Team Player: Partner across the executive team and enterprise functions Adaptability: Build systems and processes that evolve with growth Growth Mindset: Continuously improve financial capabilities, tools, and talent The Head of Corporate Finance plays a critical leadership role in ensuring CSI Groups financial foundation is strong, disciplined, and scalable. This role exists to provide operational reliability, financial clarity, and forward-looking insight that enables rapid growth while maintaining control, trust, and accountability across the enterprise. Position Summary The Head of Corporate Finance is a senior executive leadership role responsible for rebuilding, modernizing, and scaling CSI Groups corporate finance function to support rapid growth, multi-entity complexity, and long-term enterprise stability. Reporting directly to the Co-CEOs, this role owns financial integrity, operational reliability, and executive-level financial insight across the organization. This is a transformation and execution role, not a maintenance position. The Head of Corporate Finance is accountable for stabilizing current operations, redesigning finance systems and processes, and building a high-performing finance organization capable of supporting aggressive growth, acquisitions, and increased regulatory and operational complexity. Core Responsibilities Corporate Finance Leadership Serve as the senior executive responsible for corporate finance, accounting, and financial operations Act as a trusted financial partner to the Co-CEOs and Executive Leadership Team Translate growth strategy into disciplined financial planning, forecasting, and execution Establish a culture of accuracy, accountability, and operational reliability across the finance function. Financial Reporting and Controls Own the accuracy, completeness, and timeliness of all financial statements and management reporting Ensure strong internal controls, segregation of duties, and compliance across all entities Oversee monthly, quarterly, and annual close processes to ensure predictable and on-time delivery Maintain compliance with GAAP and applicable regulatory requirements Partner with external auditors, tax advisors, and regulatory bodies as needed. Planning, Forecasting, and Performance Management Lead annual budgeting, rolling forecasts, and long-range financial planning Develop financial models to support growth initiatives, new services, pricing decisions, and acquisitions Establish clear financial KPIs and dashboards for executive visibility Monitor performance against plan and proactively surface risks and opportunities Support data-driven decision-making across departments. Cash Flow, Liquidity, and Risk Management Own cash flow forecasting, liquidity management, and working capital optimization Ensure the organization maintains adequate financial flexibility to support growth Oversee banking relationships, credit facilities, and treasury activities Identify and mitigate financial and operational risks Ensure disciplined expense management without constraining growth. Team Leadership and Development Lead, develop, and scale a high-performing corporate finance and accounting team Directly manage the Corporate Controller and provide clear expectations and accountability Establish clear roles, responsibilities, and career paths within the finance function Build repeatable processes that reduce key-person risk and enable sustainable scale Foster strong cross-functional partnerships with People, Technology, Operations, and Business Leaders. M&A and Growth Enablement Support financial due diligence, integration planning, and post-acquisition execution Ensure newly acquired entities are integrated into CSI Groups financial systems and controls Standardize financial processes and reporting across the enterprise Enable rapid but controlled expansion into new markets, services, and locations. Operational Reliability Fundamentals The Head of Corporate Finance is accountable for establishing and maintaining the core financial fundamentals required to support rapid growth:Predictable and timely monthly close with minimal variance or rework Accurate, auditable financial reporting across all entities Strong internal controls and documented financial processes Clear ownership and accountability across finance workflows Reliable cash flow forecasting and liquidity management Scalable systems and tools that support growth without sacrificing accuracy Consistent financial visibility for executive leadership Proactive risk identification and mitigation. These fundamentals ensure CSI Group can grow with confidence, clarity, and control. Qualifications and Experience • Bachelors degree in finance, Accounting, or a related field required, • CPA, CFA, or MBA strongly preferred, • 12+ years of progressive finance and accounting leadership experience, • Experience leading corporate finance in a multi-entity, high-growth environment, • Strong understanding of GAAP, internal controls, and financial governance, • Proven ability to build and scale finance teams and processes, • Experience supporting M&A, integrations, or complex organizational structures preferred

Job DescriptionSalary: $110,000 Business Development Representative(Healthcare & IT/MSP) Location: Hybrid New Jersey (with flexibility for field meetings, events, and trade shows as needed). Core Responsibilities: • Execute daily outbound prospecting (phone, email, LinkedIn, events) into target healthcare and mid-market accounts to create first-time appointments and sales opportunities., • Qualify prospects by identifying stakeholders, current IT/MSP stack, pain points (security, compliance, uptime, support), budget, authority, need, and timing., • Own or support parts of the sales cycle: discovery, light solution positioning, coordinating with Account Executives/leadership, and progressing deals to close., • Manage and nurture inbound leads from marketing, events, and referrals, quickly responding and converting to qualified meetings and opportunities., • Maintain a deep understanding of DigaCores managed services, cybersecurity offerings, cloud/modern workplace solutions, and support models to articulate value clearly to non-technical healthcare buyers., • Research accounts and contacts within EHR/EMR clinics, specialty practices, surgery centers, and other healthcare entities to personalize outreach and identify trigger events (growth, new locations, compliance gaps)., • Use CRM HubSpot to log activities, manage pipeline, maintain clean data, and produce accurate forecasts for leadership., • Collaborate with marketing on campaigns, sequences, events, and content tailored to healthcare and regulated industries., • Participate in relevant industry events, webinars, and networking groups to build relationships and generate pipeline for DigaCore., • Provide structured feedback from the field on messaging, objections, competitive intel, and product fit, especially in healthcare IT and MSP opportunities. Required Experience & Skills: • 25 years in a quota-carrying BDR/SDR, Inside Sales, or Account Executive role with a consistent track record of hitting pipeline and revenue targets., • Experience generating pipeline and closing deals (not just appointment setting), ideally in IT services, SaaS, or technology consulting., • Direct or strong exposure to healthcare clients (providers, clinics, practices, or health systems) and familiarity with topics like HIPAA, PHI, and compliance-driven selling., • Strong technical aptitude; can quickly learn and explain MSP services (managed endpoint, network, security, cloud, backup/DR, help desk) and translate them into business outcomes., • Comfortable with high-volume, high-quality outbound: cold calling, email, LinkedIn, and social selling., • Proficiency with CRM, sales engagement tools, and basic sales analytics/reporting., • Excellent written and verbal communication, presentation skills, and executive-level presence., • Self-starter who thrives in a growing MSP environment, comfortable with process improvement and experimentation. Nice-to-Have: • Direct MSP or IT services selling experience or selling into the MSP channel., • Experience selling cybersecurity, cloud, or managed infrastructure into healthcare or other regulated industries., • Experience working with standard sales frameworks (MEDDIC, SPIN, Challenger, etc.). Benefits: • Nationwide medical insurance, • Dental insurance, • Life insurance gifted to all employees, • Long-term disability insurance gifted to all employees, • 401k and company matching, • Generous PTO policy, • HSA and FSA options, • Paid training and certification assistance, • Flexible working schedule, • $500 sign-on bonus, • Team building events We are an Equal Opportunity Employer!

Job DescriptionSalary: $190k OTE Senior Business Development Executive Location: New Jersey with local travel as needed Type: Full-Time Compensation: $80k - $110k base + commission | $190,000 OTE Year 1 | $250,000 OTE Year 2 About Digacore At Digacore, you're joining a fast-paced MSP where people take ownership, make real decisions, and actually enjoy doing great work together. The pace is high, but you're never on your own - people step up, share knowledge, and have each other's backs. Wins get celebrated, feedback is encouraged, and growth is part of the deal. It's challenging work, an awesome team, and every day is rewarding. The Role This is a full-cycle sales role - you own it from first outreach to signed contract. As a Senior Business Development Executive at Digacore, you'll identify the right companies, start meaningful conversations, run your own deals, and close new business. You'll focus primarily on healthcare and other mid-market businesses that rely on us to keep their technology running securely and reliably. This isn't a call-all-day role. You'll research accounts, spot the right triggers, connect with decision-makers who want real solutions, and shepherd those opportunities all the way through to close. You'll have mentorship, direct access to leadership, and the freedom to build your territory the way you know works. What You'll Own Pipeline Creation Identify and pursue target accounts nationwide across phone, email, LinkedIn, and in-person events Spot real business triggers - the ones that actually make clients pick up the phone Book and run discovery calls with the people who matter: Owners, COOs, CFOs, IT leaders Own your pipeline like it's your personal scoreboard - every opportunity counts Full-Cycle Deal Execution Run discovery, qualification, and solution positioning from start to finish Understand what matters most to each prospect: urgency, budget, compliance risk, and decision process Position Digacore s strengths - security, compliance, reliability, and service - as real business solutions Handle objections with confidence and keep deals moving forward to close Operating Discipline Keep HubSpot clean, accurate, and up-to-date at all times Collaborate with sales leadership to accelerate deal cycles Share market intel, competitive insights, and anything that makes the team smarter What Success Looks Like Milestone Target 30 Days Fully ramped on Digacore s products, processes, and target industries. Foundation laid for your pipeline. 90 Days Actively outreaching, running discovery calls, and building a pipeline of meaningful opportunities. 6 Months 2-3 contracts in progress with qualified prospects. 1 Year 2-3 new client deals closed with a repeatable process in place. What We're Looking For 3-6 years in a quota-carrying, full-cycle B2B sales role with a proven track record of sourcing and closing your own deals Experience selling MSP, IT services, cybersecurity, cloud, or infrastructure solutions strongly preferred Comfortable running complex, multi-stakeholder deals with C-suite and senior decision makers Familiarity with regulated industries (HIPAA, compliance) is a strong plus Working knowledge of structured sales methodologies (MEDDIC, SPIN, Challenger, or similar) Organized, metric-driven, and thrives in a high-activity environment CRM discipline - you keep your pipeline accurate and up to date without being asked What We Offer Nationwide medical insurance Dental insurance Life insurance - gifted to all employees Long-term disability insurance gifted to all employees 401(k) with company matching Generous PTO policy HSA and FSA options Paid training and certification assistance Flexible working schedule $500 sign-on bonus Team building events Digacore is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Job Title: Analytics Engagement Manager Role Overview The Analytics Engagement Manager serves as the strategic liaison between the CFO organization and technical data teams. This role is responsible for translating complex financial objectives—such as revenue forecasting, margin optimization, capital allocation modeling, and investment scenario analysis—into actionable technical product requirements.The individual will own the analytics product delivery roadmap, manage cross-functional stakeholder expectations, and ensure that the delivered data toolkit aligns with enterprise financial strategy, measurable business value, and high adoption across finance leadership. Key Responsibilities Act as the primary interface between CFO/Finance leadership and Data & Engineering teams.Translate strategic financial questions (e.g., investment optimization, cost structure improvement, capital efficiency) into structured data modeling and analytics requirements.Define and manage the end-to-end analytics product lifecycle—from discovery and requirements gathering through development, UAT, deployment, and adoption.Build and maintain a prioritized delivery roadmap aligned with CFO objectives.Facilitate workshops with FP&A, Controllership, Strategy, and Business Finance stakeholders.Ensure financial models and analytics outputs are aligned with Telco-specific business drivers (ARPU, churn, CapEx allocation, spectrum investments, etc.).Drive governance, data quality standards, and performance metrics for financial analytics solutions.Track adoption, ROI realization, and continuous improvement of delivered analytics products.Communicate complex technical concepts to non-technical finance stakeholders in a clear and actionable manner. Key Skills & Competencies Strategic TranslationProven ability to convert high-level financial objectives into detailed data models, KPIs, and analytical frameworks.Strong problem structuring and hypothesis-driven thinking.Financial AcumenDeep understanding of:P&L structuresCash Flow StatementsCapital allocation frameworksValuation methodologies (NPV, DCF, EBITDA)Experience within a Telco or capital-intensive industry preferred.Product & Delivery ManagementStrong experience in Agile methodologies (Scrum/Kanban).Experience managing the lifecycle of analytics/data products.Ability to manage backlogs, sprint planning, UAT cycles, and production releases.Familiarity with data platforms, BI tools, and financial modeling environments.Stakeholder ManagementStrong executive presence with the ability to engage CFO-level stakeholders.Excellent communication and influencing skills.Experience driving alignment across Finance, Data Engineering, and Business Strategy teams. Qualifications Bachelor’s degree in Finance, Economics, Engineering, Data Science, or related field; MBA preferred.8–12+ years of experience in Finance Transformation, Analytics Product Management, FP&A, or Data Strategy roles.Prior experience supporting CFO organizations in a Telco or similar large enterprise environment.

Job Description Job Summary We are seeking a motivated and results-driven Account Executive to join our dynamic sales team. The ideal candidate will play a crucial role in driving business growth by managing client accounts, developing new business opportunities, and effectively communicating our technology solutions to prospective clients. This position requires a blend of technical sales expertise, strong negotiation skills, and the ability to analyze market trends to meet client needs. Responsibilities • Manage and nurture existing client accounts to ensure satisfaction and retention., • Conduct warm calling to potential clients to introduce our products and services., • Analyze market trends and customer needs to identify new business opportunities., • Develop and deliver compelling presentations that communicate the value of our technology solutions., • Negotiate contracts and close deals effectively while maintaining positive client relationships., • Utilize Salesforce for tracking sales activities, managing leads, and reporting on account status., • Collaborate with cross-functional teams to align on product offerings and enhance customer experience., • Proven experience in account management or business development, preferably in technology sales., • Strong analytical skills with the ability to assess market conditions and client requirements., • Excellent communication skills, both verbal and written, with the ability to engage diverse audiences., • Proficiency in Hubspot and Apollo or similar CRM tools for managing sales processes., • Demonstrated ability to negotiate effectively and close sales deals successfully., • Familiarity with technical sales concepts is a plus., • A proactive approach to problem-solving with a strong focus on achieving results.

Job Description Represent a series of innovative products, healthy alternatives to popular snacks, by an international food brand to acquire new clients in terms of retail stores, grow into new markets, and develop new sales campaigns.. Responsible for development of sales strategies, identification of sales opportunities, and follow-up on sales leads. Completes all administrative requirements such as weekly sales activities, expense reports and other requested communications. The ideal candidate must have the knowledge of the Food and Beverage market. We are seeking a talented, passionate and disciplined individual to help shape the future of business. Experience Manage and expand existing accounts and establish new accounts by planning and organizing daily work schedule to call on existing or potential customers. • Leverage your contacts in the industry, marketing experience and expertise to close sales., • Coordinate sales with distribution partners, • Proactively develop and implement innovative sales strategies, including development of all channels: wholesale, retail, and direct to consumer, • Stay informed of industry trends and competitive developments, • Growing sales while managing costs., • College degree preferred, • 3+ years of sales experience specifically as a(non-retail) account executive, • Computer skills including expertise with Word, Excel, Outlook, and PowerPoint, • Strong interpersonal and communication skills, • Ability to multitask under high pressure situations, • Travel minimum 30% of time, • Must show strong initiative, a pleasant and well-spoken demeanor in keeping with a sales manager, detail oriented and must follow-through., • Food and Beverage market knowledge

Job DescriptionOverviewThe focus of the Client Engagement Lead is to develop and execute against broad relationship, growth, renewal and retention strategies on their customers within the top customer tier. The Client Engagement Lead is accountable for the coordination and transparency needed to drive a successful, multi-pronged growth and retention strategy as well as a multi-level relationship engagement across the customer’s progeam and leadership team. The Client Engagement Lead is accountable for coordination as well as development and execution against a broad relationship map to drive deep relationships across their customer organizations, and have continuous oversight on all programs to drive success. Responsibilities • Develop, foster, and maintain broad relationships with customer accounts:, • Liaison between company leadership and client or prospect. Serves as the client’s/ prospect’s advocate, including monitoring and supporting all activity and managing problem resolution, escalating customer issues quickly, if necessary. Responsible for managing, tracking, and closing all client issues.., • Ensure effective communication with clients regarding all critical product and optimization program elements. Communicate any client needs/ideas for future development to meet client’s requirements and expectations., • Review ongoing client data to manage and monitor edit savings and identify potential problems with overrides, revenue, alignment with budget or invoicing., • Maintain critical customer data in the Customer Relationship Management (CRM) database as required., • Travel to clients and prospective clients, as required, to strategically manage client relationships and optimize use of core service offerings. This role requires a proactive approach to monitoring client needs and actively soliciting requests for additional services and improvements to current services, when appropriate. Responsible for ensuring customer satisfaction by resolving issues quickly and creatively., • Interact with operations and marketing/sales to communicate notable client trends to keep company communications closely aligned with changing client issues, requirements and attitudes., • Synthesize and articulate key findings as appropriate for operations, sales, finance, and product development and executive audiences using sound financial and market analysis. Proactively present strategic recommendations., • Work closely with sales, operations and management to ensure on-going customer satisfaction. Team with sales executives to identify sales opportunities and provide support., • Report weekly to SVP, Client Services on overall client satisfaction levels, new client issues, unresolved client matters and customer requested needs., • Assist with various marketing efforts, including attending tradeshows/conferences, participating in webinars and responding to RFPs., • Department responsibilities also include creating and financial forecasts to support corporate and finance initiatives., • Complete all responsibilities as outlined on annual Performance Plan., • Complete all special projects and other duties as assigned., • Must be able to perform duties with or without reasonable accommodation.This job description is intended to describe the general nature and level of work being performed and is not to be construed as an exhaustive list of responsibilities, duties, and skills required. This job description does not constitute an employment agreement and is subject to change as the needs of Incedo and the requirements of the job change.Qualifications, • B.S. or M.B.A. in Business Administration or related degree. Strong working knowledge of Banking industry business is required. Senior executive with proven experience in growing and developing business in the Banking Technology space with strong competencies in strategic planning, operations, marketing, product management, and business planning., • Must have at least 10 years of experience in the Banking industry with strong presentation skills, customer (internal/external) problem diagnostics and solution design, tactical scheduling, strong contract knowledge, a Demonstrated ability to maintain high level of ethics., • Experience in Banking operations, Digital Banking preferably in Credi Cards, Retail Banking, Business Banking and Payments, • Excellent communicator and leader who is results-oriented and diplomatically assertive. Requires ability to synthesize and utilize data, mentor staff, and be a successful team builder., • Establish professional relationships at all levels of key client organization, including C-level executives, vice presidents and department managers. Understand client’s strategic objectives and assist client in positioning Incedo's products into their long terms goals., • General understanding of working with software programs and client systems, • Strong customer engagement skills required with ability to establish and maintain multi-level customer relationships key to fully understanding client goals., • Willingness/availability to travel as required., • Strong interpersonal skills required. Able to anticipate, identify and resolve simple to complex problems. Proactive individual with strong troubleshooting skills. Strong written and oral communication skills required. Demonstrated ability to multitask in a fast-paced environment., • Excellent personal computer skills in Microsoft Word, Excel, PowerPoint, Outlook.