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Tax Accountant - In-Store

hace 4 días

NEWARK

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Tax Associate – In-Store

hace 4 días

JERSEY CITY

Tax Expert - TurboTax Store (New York)

hace 4 días

NEWARK

Tax Associate – TurboTax Store

hace 4 días

JERSEY CITY

Licensed Tax Accountant – In-Store

hace 4 días

HOBOKEN

Tax Professional - TurboTax Store

hace 4 días

NEWARK

Tax Expert - On-Site

hace 3 días

NEW YORK

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Business Tax Associate - In-Store

hace 3 días

NEW YORK

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Senior Tax Expert – Retail

hace 4 días

NEW YORK

Experienced Tax Expert – In-Store

hace 4 días

NEW YORK

Business Tax Expert – TurboTax Store (New York)

hace 3 días

NEW YORK

Tax Accountant – Retail Location

hace 4 días

NEW YORK

Retail Tax Expert

hace 4 días

JERSEY CITY

Tax Preparer – In-Store

hace 4 días

HOBOKEN

Tax Support Associate – Retail

hace 4 días

NEW YORK

Business Tax Professional - In-Store

hace 3 días

NEW YORK

Tax Expert - Local Branch

hace 3 días

NEW YORK

Business Tax Preparer - Retail Location

hace 3 días

NEW YORK

Tax Expert - Expert Center (Northeast)

hace 3 días

NEW YORK

Tax Expert - Local

hace 3 días

NEW YORK

Tax Expert - Local Tax Office

hace 3 días

NEW YORK

Business Tax Accountant - Retail

hace 3 días

NEW YORK

HVAC Selling Service Technician at You and Us Heating & Air Conditioning

hace 1 día

New York

Job Description $35–$45/hour + 3% Commission | Full-time | Bronx & Westchester County, NY About You and Us Heating & Air Conditioning You and Us Heating & Air Conditioning is a growing residential and light-commercial HVAC company serving the Bronx, Westchester County, and surrounding areas. We handle HVAC repair, equipment replacement, boilers, furnaces, central AC, heat pumps, mini-splits, hydronic systems, water heaters, ductwork, indoor air quality, and preventive maintenance. “Comfort You Can Count On. Every Season.” We're looking for an experienced HVAC Selling Service Technician: a strong diagnostic tech who can clearly communicate findings, present repair options, and identify legitimate replacement opportunities, without high-pressure selling. Compensation & Benefits $35–$45/hour, based on experience 3% commission on equipment replacements sold Additional incentives for accessories and Comfort Club memberships Paid vacation and paid sick days What You'll Do Diagnose, service, and repair residential and light-commercial HVAC systems Work on furnaces, boilers, central AC, heat pumps, mini-splits, hydronic systems, and controls Perform electrical, refrigerant, airflow, and combustion-safety diagnostics Explain findings clearly to customers Present repair, improvement, and replacement options Generate qualified replacement opportunities Sell indoor-air-quality products, thermostats, and Comfort Club memberships Complete invoices, photos, and service documentation Maintain your service vehicle, tools, and inventory Participate in scheduled emergency or after-hours coverage What We're Looking For 5–7 years of HVAC service experience EPA Universal certification Strong diagnostic and control-wiring ability Proven ability to communicate and sell ethically Able to discuss your average ticket, close rate, and previous replacement sales Valid driver's license and acceptable driving record Comfortable using a CRM, tablet, and digital estimates Professional, dependable, and organized Preferred Boiler, hydronic, and light-commercial experience Experience with financing and three-option presentations NATE or manufacturer certifications Schedule Full-time. Includes scheduled emergency or after-hours coverage. Why You and Us? We're building a team of reliable professionals who communicate well, respect customers, keep clean work areas, and want to grow with the company. If you're a skilled diagnostic tech who believes in honest, educational selling, we'd love to hear from you. Work Location: Bronx, NY / Westchester County and surrounding areas

HVAC Estimator

hace 14 días

New York

Job Description The AER Commercial Estimator supports DNE’s estimating efforts for applied product lines by preparing accurate, timely cost estimates and proposals for a variety of HVAC projects. This role manages projects from bid receipt through submission, analyzing mechanical plans to evaluate system capacity, design feasibility, and code compliance, while suggesting design adjustments as needed. The Commercial Estimator collaborates with internal teams, customers, and other stakeholders to ensure proposals are complete, competitive, and aligned with project requirements – all supporting commercial HVAC system quoting. Additionally, this position serves as a key resource to customers, sales teams, and branch personnel by delivering reliable project information and responsive help desk support. Position Responsibilities may include: May include: Quotation Management and Project Fulfillment • Receive requests for quotations and prepare responses in an accurate and timely manner, • Prepare cost estimates by analyzing Mechanical plans / HVAC Plans and project requirements, • Confer with customers, sales account managers, and/or outside sales engineers to assess equipment needs and to determine system requirements for projects, • Plan and modify product configurations to meet customer needs, • Generate submittals which include accurate drawings and product data, • Recommend improved products, systems or equipment to customers, specifying how such changes will lower costs or increase efficiency AER “Help Desk” and Sales Support • Serve as internal AER resource to project stakeholders, including:, • Customers, • Sales Account Managers, • Branch Teams, • Outside Sales Engineers, • Collaborate with sales teams to understand customer requirements, in order to support and promote the sale of company products, and to provide technical support, • Provide technical and non-technical support and services to customers, architects, engineers, or ABCO colleagues regarding the use, operation, and maintenance of equipment Knowledge and Skills: • Proficiency with Microsoft Office applications, including Excel, Outlook, and Word, • Ability to learn and effectively utilize DNE’s CRM platform and other required business systems, • Basic understanding of the refrigeration cycle, • Some understanding of HVAC systems preferred but not required, • Strong organizational and time management skills, • Effective communication and interpersonal skills with the ability to collaborate across teams, • Positive flexible attitude, with a can-do approach to solving challenges, • Ability to apply good judgement, strong work ethics and integrity on the job. Experience: • Previous HVAC experience preferred but not required Education: • Bachelors degree or higher required, • Engineering degree preferred. People Management: No Physical Requirements / Working Environment: • Must be able to perform essential responsibilities with reasonable accommodations. Reports to: • Director, AER/Inside Sales Pay Range: $65,000-$75,000.00 The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

HVAC Comfort Advisor at You and Us Heating & Air Conditioning

hace 1 día

New York

Job Description $55,000–$70,000 Base + Commission | $100,000–$160,000 Target Earnings | Full-time | Bronx & Westchester County, NY About You and Us Heating & Air Conditioning You and Us Heating & Air Conditioning is a growing residential and light-commercial HVAC company serving the Bronx, Westchester County, and surrounding areas. We handle HVAC repair, equipment replacement, boilers, furnaces, central AC, heat pumps, mini-splits, hydronic systems, water heaters, ductwork, indoor air quality, and preventive maintenance. “Comfort You Can Count On. Every Season.” We're looking for an experienced HVAC Comfort Advisor to run qualified replacement appointments, design the right solution for each home or building, present options, explain financing, and close sales professionally and honestly. Compensation & Benefits $55,000–$70,000 annual base salary, depending on experience Performance-based sales commission Target total annual earnings of approximately $100,000–$160,000 based on performance Paid vacation and paid sick days What You'll Do Meet homeowners and commercial clients for HVAC replacement consultations Perform accurate site surveys and gather equipment, electrical, ductwork, and application information Recommend properly sized solutions based on the building and the customer's needs Present Premier, Deluxe, and Basic replacement options Explain warranties, energy-efficiency options, financing, and available upgrades Prepare and present complete proposals Follow up consistently on every unsold estimate Coordinate sold jobs with the office and installation department Maintain accurate CRM records, sales notes, and forecast information Track appointments, presented estimates, close rate, average ticket, and sold revenue Maintain a professional appearance and represent the company honestly What We're Looking For 3+ years of successful HVAC in-home sales or relevant HVAC sales experience Strong knowledge of residential HVAC applications Proven closing ability with measurable sales results Able to provide your previous annual sales, close rate, and average ticket Experience presenting financing and multiple system options Excellent listening, presentation, and follow-up skills Valid driver's license and acceptable driving record Comfortable using a CRM and digital proposal software Preferred Technical HVAC installation or service background Load-calculation and duct-system knowledge Experience selling boilers, furnaces, heat pumps, and mini-splits Experience with residential and light-commercial clients Schedule Full-time. Occasional evenings or weekends as needed. Why You and Us? We're building a team of reliable professionals who communicate well, respect customers, and want to grow with the company. If you're a consultative closer who wins by educating customers rather than pressuring them, we'd love to hear from you. Work Location: Bronx, NY / Westchester County and surrounding areas

Team Lead / Team Manager (MCA Experience Required)

hace 1 día

New York

Job Description Location: In-Person – New York Area Compensation: Commission + Team Override (High Six-Figure to Seven-Figure Potential) High Rise Capital is actively expanding and seeking an experienced MCA Team Lead / Team Manager to help build and scale a high-performance sales floor. This is a leadership role for someone who understands the MCA industry at a deep level and can both produce personally and elevate a team. We are not looking for someone who simply manages spreadsheets — we want a leader who can control the room, drive energy, and step into deals when necessary to get them funded. The right candidate understands underwriting, lender appetite, stacking strategy, and how to position files correctly to maximize approvals. This position requires someone who leads from the front. You must be comfortable opening deals, handling objections, structuring files, negotiating terms, and closing business — while also coaching reps to do the same at a high level. Requirements Key Responsibilities • Manage and develop a team of MCA sales representatives, • Run daily morning meetings and sales trainings, • Track and enforce KPIs (dials, talk time, submissions, approvals, fundings), • Assist reps with deal structure and lender placement, • Jump on calls to help close or save deals when needed, • Maintain and grow lender relationships, • Create a competitive, high-accountability production culture Requirements (Non-Negotiable) • Minimum 2+ years of direct MCA experience, • Proven record of personal monthly funding production, • Experience handling both clean paper and high-risk files, • Strong understanding of stacking, debt ratios, and underwriting logic, • Ability to open and close deals confidently, • Prior experience managing or mentoring reps preferred, • Comfortable handling large files, including 6- and 7-figure opportunities Benefits What We’re Looking For We want someone who: • Is competitive and production-driven, • Leads by example, • Can manage multiple personalities, • Thrives under pressure, • Wants to build a serious operation — not just collect a paycheck Compensation & Opportunity We offer a competitive base salary for proven managers, along with aggressive commissions on personal production and an override on total team volume. Performance-based bonuses and uncapped earning potential ensure that your income grows as your team scales. For the right leader, this role represents a legitimate high six-figure to seven-figure opportunity based purely on performance and team development. You will be operating out of our 12,000 square foot office with capacity for 120 seats. We provide the full infrastructure needed to win — dialer, CRM, data access, lender relationships, and operational support are all in place. We also have two full-time in-house recruiters dedicated to building sales teams. We will actively help you scale your floor, although candidates who can bring experienced reps with them will have a strong advantage. If you have real MCA experience and know how to run a sales floor while still closing your own business, we want to speak with you. To apply, please submit your resume along with: • Your average monthly production, • The number of reps you’ve managed, • The largest deal you have personally closed Serious applicants only.

Head of Investor Relations | DeepTech (hardware + AI) | NYC

hace 2 días

New York

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

Business Tax Expert - TurboTax Store (New York)

hace 19 días

New York

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Client Service & Operations Associate

hace 1 día

New York

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

National Sales Manager

hace 21 días

Jersey City

About Reachable Technology \n Reachable Technology builds adaptive devices that restore everyday independence to people with limited hand function. Our flagship product, the OmniCuff, uses a patented magnetic latching system to help people living with spinal cord injury, arthritis, stroke, ALS, and other hand-function impairments independently grasp and use everyday objects — restoring independence in eating, grooming, working, and connecting with technology. \n We work alongside clinicians, occupational therapists, ATPs, hospital systems, rehabilitation centers, and DME distributors to put our devices into the hands of the people who need them most. \n The Role \n The National Sales Representative manages and grows our national clinical and distributor accounts, supports end users from evaluation through funding, and expands our footprint into new territories — including international markets. You are the face of Reachable in the field: building trust with occupational therapists, ATPs, and rehab teams; guiding users and their clinicians through the order and appeals process; and identifying dealer partnerships that scale our reach. \n This role reports directly to the CEO and offers real autonomy, equity participation, and the chance to shape commercial strategy at an early-stage company with a clear mission. \n What You'll Do \n Account Management & Clinical Engagement \n\n • Manage and grow accounts across hospital systems, rehabilitation centers, VA facilities, and assistive technology clinics.\n, • Build lasting relationships with occupational therapists, physical therapists, physiatrists, ATPs, and rehab engineers at clinical sites and DME distributors.\n, • Run in-services, product demonstrations, and clinical trainings — on-site and virtually.\n, • Serve as the clinical-commercial point of contact for accounts, attending case conferences and equipment evaluations as needed.\n\n Order, Funding & Appeals Support \n\n • Triage inbound inquiries from prospective users, caregivers, and clinicians, advising on evaluation, prescription, and funding next steps.\n, • Support users and clinicians through the full order pathway, including documentation, letters of medical necessity, and insurance pre-authorization.\n, • Partner with users, families, and clinical teams on denials and appeals.\n, • Coordinate with operations on order status, fulfillment timelines, and post-delivery follow-up.\n\n Business Development & Territory Expansion \n\n • Identify, qualify, and onboard new DME and assistive technology dealers across the U.S.\n, • Open new territories through outreach to clinical key opinion leaders, regional rehab networks, and distributor partners.\n, • Pursue international dealer opportunities alongside the CEO.\n, • Represent Reachable at conferences and industry events (RESNA, ATIA, AOTA, AOPA, ISS, Medtrade, Abilities Expo).\n\n Pipeline & Collaboration \n\n • Maintain accurate pipeline, account activity, and forecast data in HubSpot.\n, • Bring structured field feedback to Product, Engineering, and Operations on user needs, clinical workflows, and competitive positioning.\n, • Contribute to sales collateral, case studies, and clinical evidence development.\n\n What We're Looking For \n Required \n\n • 3–5 years of experience in assistive technology, occupational or physical therapy, DME sales, or medical device sales.\n, • Track record managing clinical accounts and/or carrying a quota.\n, • Working knowledge of U.S. insurance funding pathways for assistive devices (Medicare, Medicaid, VA, private payer), including documentation and appeals.\n, • Proficiency with a CRM; HubSpot experience preferred.\n, • Strong written and verbal communication, with the ability to move fluently between clinical, end-user, payer, and commercial audiences.\n, • Ability to travel 50–75% domestically, with occasional international travel as we expand.\n, • Valid U.S. driver's license and passport, and authorization to work in the United States.\n\n Preferred \n\n • Licensed Occupational Therapist (OTR/L) or Physical Therapist (PT/DPT).\n, • ATP (Assistive Technology Professional) certification through RESNA.\n, • Experience selling into SCI, ALS, stroke, MS, arthritis, or pediatric rehab populations.\n, • Existing relationships with U.S. rehabilitation networks, VA facilities, or major DME distributors (Numotion, National Seating & Mobility, etc).\n, • Insurance, reimbursement, or prior-authorization experience.\n, • Experience launching products into new territories or international markets; multilingual a plus.\n\n Who Thrives Here \n\n • Mission-driven — energized by restoring independence to people with disabilities.\n, • Comfortable wearing multiple hats at an early-stage company; equally at ease running a clinical in-service, walking a family through an appeal, and pitching a new dealer.\n, • Self-directed and organized working from a home office with national travel.\n, • Patient and precise with documentation — much of this role lives or dies on getting funding paperwork right the first time.\n\n Compensation & Benefits \n\n • On-target earnings: approximately $110,000, with an uncapped tiered commission plan that accelerates above quota.\n, • Equity: meaningful ownership through the Company equity plan.\n, • Expenses: corporate card for business expenses; mileage reimbursed at the prevailing IRS rate.\n, • Time off: 15 days paid time off plus federal holidays.\n, • Health benefits: the Company does not currently offer group health coverage.\n\n Travel \n\n • Hybrid with 50–75% travel. When not on the road, you'll work remotely or from our New Jersey office. Travel includes clinician and hospital visits, industry events, dealer visits (domestic and international), and end-user evaluations.\n

Product Manager

hace 8 días

New York

Or, an experienced dealership Service Manager / Fixed Ops leader who has been a strong adopter of technology, regularly provides feedback to CRM or DMS vendors, understands what works and what does not inside a service department, and is passionate about helping build a better service product for de

Senior Account Executive – EdTech

hace 8 días

New York

Build a strong pipeline of qualified opportunities and maintain accurate activity, forecast, and account information in the CRM. Establish high-visibility customer partnerships that can serve as successful reference accounts. Strong prospecting, presentation, negotiation, account-management, and rel

Senior Performance Marketing Analyst

hace 3 días

New York

Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSXY) since being acquired in December 2022, is seeking a data-driven, strategic Digital Media Senior Performance Marketing Analyst to own measurement and performance analytics across our paid marketing ecosystem. This role will establish the analytical foundation used to evaluate marketing effectiveness, optimize investment, and understand the incremental impact of paid media on customer acquisition and long-term business growth. \n You will connect platform performance, attribution, experimentation, customer lifetime value, and broader business performance to provide Marketing leadership with a clear and actionable view of where and how we should invest. \n \n Responsibilities: \n Performance Analytics & Executive Reporting: \n\n • Own end-to-end performance measurement across paid channels, including Meta, Google, TikTok, Affiliate, and emerging platforms, maintaining clear visibility into spend, revenue, ROAS, CAC, new customer acquisition, and overall business impact.\n, • Build and maintain daily, weekly, and monthly dashboards, scorecards, and executive reporting for Marketing leadership and Finance.\n, • Deeply analyze channel, campaign, audience, and creative performance; identify drivers of growth and efficiency; and translate insights into clear recommendations for media allocation, optimization, and investment trade-offs.\n, • Partner with Marketing and Finance on budgeting, forecasting, spend pacing, scenario planning, and monthly target setting, providing an analytical point of view on investment opportunities and risks.\n\n \n Measurement Infrastructure & Data Quality: \n\n • Define and maintain centralized paid media KPI definitions, measurement logic, and standardized reporting frameworks across Marketing, Analytics, and BI.\n, • Partner with Data Engineering and BI teams to ensure seamless data ingestion, including integrations such as Adverity into BigQuery, streamline onboarding of new channels and data sources, and continuously improve reporting infrastructure, data quality, and reliability.\n, • Identify gaps or inconsistencies in marketing data and reporting, and drive solutions that improve confidence, speed, and consistency in decision-making.\n\n \n Marketing Measurement, Attribution & Experimentation: \n\n • Design, execute, document, and interpret incrementality tests, lift studies, A/B experiments, and custom experimentation frameworks across paid media channels.\n, • Synthesize incrementality testing, attribution models, GA4, platform-reported performance, post-purchase surveys, and internal customer and transaction data to develop a triangulated view of marketing effectiveness.\n, • Develop or support modern marketing measurement frameworks that combine experimentation, attribution, and Marketing Mix Modeling, clearly articulating the strengths, limitations, and appropriate use cases of each methodology.\n, • Translate measurement results into clear recommendations on channel effectiveness, marginal investment, scaling opportunities, and areas of diminishing return.\n\n \n Customer & Cross-Functional Insights: \n\n • Analyze new customer acquisition quality, customer lifetime value, and channel contribution within our evolving business model.\n, • Develop analytical frameworks to evaluate customer acquisition beyond first-order economics, including cohort quality, repeat behavior, retention, contribution margin, and LTV by acquisition source.\n, • Partner with CRM, Loyalty, and broader Marketing Analytics teams to connect customer acquisition, retention, and customer lifetime value.\n, • Translate complex analytical findings into clear, actionable recommendations for Marketing leadership and cross-functional partners.\n, • Help establish a holistic view of customer growth by connecting media investment decisions to downstream customer value and long-term business performance.\n\n \n Qualifications: \n\n • 3–5+ years of experience in performance marketing analytics, digital media analytics, marketing science, or a closely related field.\n, • Demonstrated experience translating analytical insights into media optimization and investment recommendations.\n, • Experience partnering cross-functionally with Marketing, Finance, BI, Data Engineering, or related teams.\n, • Advanced experience with Google Analytics 4 and ad platform analytics, including Meta Ads Manager, Google Ads, and TikTok Ads.\n, • Advanced SQL skills, including the ability to independently query, join, transform, and analyze large-scale customer, transaction, and marketing datasets.\n, • Proficiency working in cloud data warehouses such as BigQuery or Snowflake.\n, • Familiarity with data integration and marketing data pipelines, including platforms such as Adverity.\n, • Demonstrated hands-on experience with BI and visualization tools such as Looker Studio, Tableau, or Power BI.\n, • Advanced Excel skills and strong quantitative problem-solving capabilities.\n, • Strong expertise in designing and analyzing incrementality tests, lift studies, and A/B experiments.\n, • Proven experience interpreting Marketing Mix Models and understanding their role within a broader measurement framework.\n, • Strong understanding of attribution methodologies and the limitations of platform-reported and multi-touch attribution.\n, • Ability to integrate multiple measurement methodologies to develop a balanced, evidence-based view of marketing effectiveness.\n, • Experience working within e-commerce, retail, subscription, or digitally led consumer business models.\n, • Experience analyzing customer acquisition economics, cohort performance, retention, or lifetime value.\n, • Degree in Data Analytics, Statistics, Economics, Marketing, Business, or another quantitative field.\n, • Ability and willingness to work on-site at our office in Tribeca 3 days per week.\n\n

Traveling Dental Implant Sales Consultant

hace 4 días

New York

Join ClearChoice Dental Implant Centers as a Traveling Dental Implant Sales Consultant - New York / New Jersey \n Ready to be part of something transformative? Join ClearChoice Dental Implant Centers an industry leader changing lives through advanced dental implant solutions. As a Traveling Dental Implant Sales Consultant, which at ClearChoice we call a Patient Education Consultant, you’ll be at the heart of it all: empowering patients with the education, confidence, and support they need to make life-changing decisions. \n \n Job Type: Full-Time \n \n Salary: $60,000-70,000 plus uncapped performance-based commissions (total target compensation range: $120,000-$140,000) \n \n Ability and willingness to travel up to 75% - Travel Warrior \n \n Why ClearChoice is the best choice for your career: \n •Competitive base salary plus uncapped monthly bonus potential \n • Work in a patient-focused environment with a team that empowers you to succeed \n • Enjoy a predictable Monday-Friday schedule—no weekends required \n • Take advantage of full healthcare benefits including medical, dental, and vision \n • Access a 401(k) retirement savings plan with company match \n • Paid time off and holidays to ensure you maintain a healthy work-life balance \n • Continuous training and professional development to sharpen your skills \n • Thrive in a collaborative, supportive, and mission-driven culture \n • Be part of a company where your passion for helping others leads directly to success—both for your patients and your career \n \n What You’ll Do: \n -Own the consultation (sales) process from first contact through decision \n • Educate prospective patients on ClearChoice’s services, procedures, and financial options \n • Conduct follow-up calls with prospective patients to support their decision-making journey \n • Build customized payment plans to meet individual patient financial needs \n • Proactively generate leads through community engagement, patient referrals, and outreach \n • Create and manage a robust sales pipeline through active lead generation \n • Ensure a smooth and supportive transition from consultation to procedure \n • Collaborate closely with doctors and general managers to optimize patient care and sales performance \n • Perform other duties as needed to support the center’s success \n \n Skills and Experience We're Looking For: \n -2-5+ years of quota-carrying consultative sales experience with direct revenue responsibility and documented performance metrics \n -2-Experience in a high-ticket, elective, or healthcare environment with $5k+ transaction value highly preferred \n • Experience in a high-ticket, elective, or healthcare environment with $5k+ transaction value highly preferred \n • Experience with loan origination, interest rates, and financing processes \n • Ability to build rapport quickly, listen actively, and earn patient trust \n • High emotional intelligence, empathy, and experience guiding patients/clients through emotionally sensitive decisions \n • Resilient, self-directed, and metrics driven mindset with ownership of personal performance \n • Salesforce or CRM proficiency experience preferred \n • Ability and willingness to travel up to 75% \n \n Why Choose ClearChoice? \n ClearChoice Dental Implant Centers are transforming smiles and lives across the country, with over 100 locations and 100,000 smiles restored. As part of TAG - The Aspen Group, we’re committed to bringing better dental care to more people, alongside Aspen Dental, as part of the TAG family of brands. \n Ready to Join Us? \n Take the next step toward a meaningful, rewarding career at ClearChoice Dental Implant Centers. Apply today and be part of a team that’s changing lives, one smile at a time. \n \n TAG - The Aspen Group was built on the simple idea of bringing better healthcare to more people. The independent healthcare practices TAG supports, operate more than 1,300 locations in 45 states through its six consumer healthcare brands: Aspen Dental®, ClearChoice Dental Implant Centers®, WellNow Urgent Care®, Chapter Aesthetic Studio, and AZPetVet. Combined, the practices serve more than 35,000 patients a day and more than 8 million patients each year. TAG is headquartered at 800 W. Fulton Market in Chicago. For more information, visit teamtag.com. \n TAG-The Aspen Group, its affiliates, related companies and supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. \n \n \n Salary: $60,000-70,000 plus uncapped performance-based commissions (total target compensation range: $120,000-$140,000)

Marketing Manager

hace 5 días

New York

Required skills: \n • Strong attention to detail and experience with CRM campaign execution, proofing and QA \n • Solid SQL and data analysis capabilities, including the ability to independently develop and validate targeting logic \n • Experience working with tools such as Unica, Responsys and Google BigQuery; Figma experience would also be a plus \n • Strong analytical and problem-solving skills, with the ability to work through ambiguity and independently troubleshoot issues \n • Proactive communication and a strong sense of ownership

Customer Success Manager

hace 5 días

New York

Customer Success Manager \n \n Revi Solutions \n Hybrid | New York, NY | 2–3 Days In Office \n $80,000–$95,000 Base Salary (Dependent on Experience) + Growth Opportunity \n \n About Revi \n \n Revi is building the AI-powered conversion infrastructure layer for the fitness industry. \n \n We help fitness studios, gyms, and wellness businesses convert more leads, automate customer engagement, improve retention, and drive measurable revenue growth through AI and automation. \n \n Our platform integrates directly into leading fitness CRMs and powers customer communication across the entire lifecycle — from the moment a lead enters the system through conversion, membership, and long-term retention. \n \n We're a small, fast-moving team building at the intersection of AI, SaaS, and fitness technology. We're growing quickly and looking for a Customer Success Manager who wants meaningful ownership, direct exposure to company leadership, and the opportunity to grow alongside the business. \n \n The Opportunity \n \n You'll own a portfolio of Revi customers across onboarding, launch, adoption, optimization, retention, and renewal while helping us continue to build and improve the Customer Success function. \n \n Our customers are studio owners, operators, and business leaders. They're not simply looking for software support - they're using Revi to convert more leads, generate more revenue, improve retention, and operate more efficiently. \n \n You'll play a major role in making that happen. \n \n Because we're a lean team, you'll have significant visibility and responsibility from day one. Great ideas don't have to travel through five layers of management before they get implemented. \n \n You'll have a front-row seat - and a real voice - as we scale Revi. \n \n What You'll Own \n \n Customer Success & Account Management \n \n • Manage a portfolio of approximately 30–50 active customer accounts \n • Build strong relationships with studio owners, operators, and business leaders \n • Serve as the primary strategic point of contact for your customers \n • Understand each customer's goals and help translate Revi into measurable business results \n • Drive adoption, engagement, retention, and renewal outcomes \n \n Onboarding & Launch \n \n • Own the customer journey from post-sale handoff through successful launch \n • Guide customers through implementation, activation, and adoption milestones \n • Establish clear success metrics and business goals \n • Help customers understand how to get maximum value from Revi \n • Create a strong customer experience from day one \n \n Retention & Growth \n \n • Monitor account health, engagement, and performance \n • Identify churn risks early and proactively create plans to address them \n • Lead recurring performance reviews and strategic conversations \n • Identify opportunities to improve customer results through campaigns, workflows, and platform capabilities \n • Support expansion opportunities where appropriate \n \n Problem Solving & Optimization \n \n • Analyze customer performance and identify opportunities to improve results \n • Diagnose operational bottlenecks, adoption challenges, and account issues \n • Collaborate closely with Product, Support, and Engineering to solve problems quickly \n • Surface customer insights that help improve the platform and overall customer experience \n • Bring proposed solutions — not just problems \n \n What We're Looking For \n \n • 3+ years of Customer Success, Account Management, or SaaS client services experience \n • Experience managing a portfolio of customer accounts \n • Strong communication and relationship-building skills \n • Experience with onboarding, implementation, adoption, retention, or renewal workflows \n • Excellent organizational and prioritization skills \n • High ownership mentality and strong follow-through \n • Ability to manage multiple priorities without losing attention to detail \n • Comfort operating in a fast-paced environment where priorities can evolve quickly \n • Genuine curiosity about customers, technology, and how businesses grow \n \n Bonus Points \n \n • SaaS experience \n • Fitness, wellness, or health-tech experience \n • Startup or early-stage company experience \n • Experience working with SMB or multi-location customers \n • Experience using data to drive customer strategy \n • Familiarity with AI, automation, CRM, or customer engagement platforms \n \n You'll Thrive at Revi If You Are \n \n • An owner — you see something that needs to happen and make it happen \n • Proactive — you don't wait for customers to tell you there's a problem \n • Customer-obsessed — you genuinely care about whether your customers are winning \n • Commercially minded — you understand that great Customer Success creates measurable business value \n • Highly organized — you can manage a lot of moving pieces without letting things fall through the cracks \n • Comfortable with ambiguity — you don't need every process to be fully built before taking action \n • Calm under pressure — when something goes wrong, you focus on solving it \n • Low ego, high accountability — you're willing to jump in wherever needed and care more about the outcome than whose job it is \n • Excited to build — you want to improve the playbook, not simply inherit one \n \n Why Join Revi \n \n Get in early. \n We're still a small team, which means your work will have an outsized impact on the company and our customers. \n \n Real ownership. \n You'll be trusted to run your accounts, solve problems, make recommendations, and help shape how Customer Success operates at Revi. \n \n Work directly with leadership. \n You'll collaborate closely with company leadership and have visibility into how a fast-growing SaaS company is built and scaled. \n \n Build at the forefront of AI. \n You'll work every day with AI, automation, SaaS, CRM data, and modern customer engagement technology applied to real businesses and real revenue outcomes. \n \n Move fast. \n We're a lean team. Good ideas can become real initiatives quickly, and everyone has the ability to influence the business. \n \n Grow with the company. \n As Revi grows, we want exceptional people to grow with it. This role has significant long-term opportunity for someone who performs, takes ownership, and wants to build their career alongside the company. \n \n If you're looking for a highly structured role at a large company where everything has already been figured out, this probably isn't the right opportunity. \n \n If you're excited by a small team, ambitious goals, emerging AI technology, meaningful responsibility, tons of growth potential, and the opportunity to help build something while it's scaling quickly, we'd love to meet you. \n \n Come help us build the future of customer conversion in fitness.

Director - DTC

hace 3 días

New York

Director – DTC \n 📍 NYC | Hybrid – 3 days/week in office \n \n We're partnering with a fast-growing, digitally driven consumer health and wellness company to identify a Director – DTC to lead and accelerate its direct-to-consumer business. \n \n This is a high-impact role for a commercially minded digital leader who understands how to drive growth across eCommerce, customer acquisition, conversion, retention, and the full DTC customer journey. The ideal candidate combines strategic thinking with a hands-on approach and is comfortable operating in a fast-paced, entrepreneurial environment. \n \n Why This Role Stands Out \n\n • Lead the strategy and growth of a significant DTC/eCommerce business\n, • Own key drivers of online revenue, customer acquisition, conversion, and retention\n, • Partner closely with Marketing, Creative, Product, Operations, and Analytics\n, • Opportunity to shape the next phase of growth for a digitally native consumer business\n, • High visibility and significant ownership in an entrepreneurial environment\n\n \n What You'll Own \n DTC Strategy & Growth \n\n • Develop and execute the DTC growth strategy across the customer lifecycle\n, • Identify opportunities to increase traffic, conversion, average order value, and customer lifetime value\n, • Establish KPIs and use performance data to identify opportunities and optimize results\n\n \n eCommerce \n\n • Lead the ongoing optimization of the eCommerce experience, including site merchandising, promotions, product presentation, and conversion\n, • Partner with internal teams and external agencies to improve the customer journey\n, • Identify opportunities to enhance the online shopping experience and drive profitable growth\n\n \n Customer Acquisition & Retention \n\n • Partner with Paid Media, Creative, CRM, and other marketing functions to drive customer acquisition\n, • Develop strategies to improve repeat purchase, retention, and customer lifetime value\n, • Analyze channel and campaign performance and translate insights into action\n\n \n Analytics & Optimization \n\n • Leverage DTC, customer, and marketing data to evaluate performance and identify growth opportunities\n, • Build reporting and dashboards that provide visibility into business performance\n, • Continuously test, learn, and optimize across the customer journey\n\n \n Cross-Functional Leadership \n\n • Work closely with Marketing, Creative, Product, Operations, Finance, and Technology\n, • Lead external partners and agencies as needed\n, • Bring a strong commercial perspective to broader business and growth initiatives\n\n \n What We're Looking For \n\n • Significant experience leading DTC/eCommerce growth for a consumer business \n, • Proven track record driving online revenue and customer acquisition \n, • Strong understanding of the full DTC funnel, including traffic, conversion, retention, and LTV \n, • Experience with eCommerce platforms, digital analytics, CRM, paid media, and performance marketing \n, • Highly analytical and comfortable using data to make business decisions \n, • Strong commercial instincts and a test-and-learn mindset \n, • Excellent cross-functional leadership and communication skills \n, • Comfortable operating in a fast-paced, entrepreneurial environment \n\n \n Experience in consumer health, wellness, supplements, beauty, personal care, or another digitally driven consumer category is a plus. \n \n The Ideal Candidate \n You're a DTC growth leader, not simply an eCommerce operator. You understand how the pieces of the digital ecosystem work together, from acquisition and creative through conversion, retention, and repeat purchase and you know how to turn performance data into actionable growth strategies. \n \n You're equally comfortable setting the strategy and rolling up your sleeves to execute. You thrive in an entrepreneurial environment where you can make an immediate impact and build the infrastructure needed to support continued growth. \n

Client Success Lead

hace 4 días

New York

Client Success Lead \n \n Base Salary: $90,000 – $120,000, commensurate with experience \n \n CircleBlack is looking for a Client Success Lead to own the day-to-day success of a portfolio of advisor relationships. This person will help independent RIAs get more value from the platform, deepen adoption across critical workflows, build durable client relationships, and make renewal conversations a natural extension of demonstrated value. \n \n This is a hands-on role for someone who is close to clients, comfortable with operational detail, and able to coordinate across support, onboarding, product, engineering, sales, and leadership to move issues, adoption priorities, and client commitments to clear resolution. \n \n About CircleBlack \n \n CircleBlack is a unified WealthTech platform purpose-built for independent RIAs. We support more than 300 advisory firms and 2,000 advisors with the data foundation and operating environment they need to run better client-service, portfolio, reporting, CRM, billing, document-management, and workflow processes. \n \n At the center of CircleBlack is a multi-custodian data foundation that aggregates, normalizes, reconciles, and organizes advisor and client information across critical workflows. As AI becomes increasingly important to advisory firms, CircleBlack is focused on embedding AI-enabled capabilities into the platform on top of trusted portfolio, performance, CRM, and document data, helping firms operate with more clarity, consistency, and intelligence. \n \n The Role \n \n As Client Success Lead, you will be the primary day-to-day owner for a defined portfolio of CircleBlack advisor client relationships. Your mandate is to strengthen trust account by account: making onboarding smoother, adoption deeper, support more coordinated, and retention easier because clients understand and experience the value of CircleBlack. \n \n You will report to the Chief Client Officer and help bring CircleBlack’s client experience strategy to life through disciplined execution, clear communication, and strong follow-through. In a small-company environment, you will be expected to step into the work where needed, create clarity when ownership is ambiguous, and keep clients informed on what is happening, what comes next, and how CircleBlack is helping their firm operate better. \n \n What You’ll Do \n \n\n • Client Relationships & Value Delivery\n\n \n\n • Own the day-to-day success of assigned advisor relationships, ensuring clients have clear plans, coordinated support, strong adoption, and visible progress against their goals.\n\n \n\n • Understand each firm’s business model, workflows, users, client base, goals, and operating priorities, then connect CircleBlack capabilities to what the firm is trying to accomplish.\n\n \n\n • Build trusted relationships with firm principals, COOs, operations leads, advisors, and platform users by being responsive, prepared, commercially aware, and genuinely useful.\n\n \n\n • Onboarding, Adoption & Client Experience\n\n \n\n • Partner with onboarding, implementation, training, and support teams to move clients smoothly from implementation into steady-state success.\n\n \n\n • Drive adoption across core CircleBlack workflows, including reporting, portfolio management, CRM, billing, document management, and current and planned AI-enabled capabilities.\n\n \n\n • Lead regular client check-ins and business reviews using adoption data, support themes, client goals, and open action items to drive clear next steps.\n\n \n\n • Retention, Renewal Readiness & Growth\n\n \n\n • Identify at-risk relationships early, document the underlying issues, and coordinate the right internal resources to address them with urgency and clarity.\n\n \n\n • Maintain a clear view of client health, stakeholder engagement, adoption, open support themes, renewal readiness, and value delivered ahead of renewal conversations.\n\n \n\n • Surface and support expansion opportunities within the existing client base, including broader usage, additional capabilities, increased seats, and growth tied to firms scaling their operations.\n\n \n\n • Voice of the Client & Operating Discipline\n\n \n\n • Package client feedback, workflow patterns, product gaps, and recurring themes for the Chief Client Officer, Product, Engineering, and leadership with enough context for teams to act.\n\n \n\n • Maintain accurate client records, success plans, meeting notes, health indicators, escalation histories, renewal inputs, and follow-up commitments.\n\n \n\n • Reinforce service standards, escalation procedures, SLA expectations, and client communication frameworks while helping clients navigate issues that require coordination across teams.\n\n \n Who You Are \n \n\n • You likely have 4–8+ years of experience in client success, account management, implementation, relationship management, wealth management, financial services, B2B SaaS, or fintech.\n\n \n\n • You are comfortable working with independent advisory firms, financial advisors, operations teams, or similar client stakeholders.\n\n \n\n • Familiarity with RIAs, custodians, portfolio reporting, CRM, billing, document management, or advisor technology is strongly preferred.\n\n \n\n • You build trust deliberately, maintain it consistently, and understand the difference between a client who is merely satisfied and one who is genuinely successful.\n\n \n\n • You can read adoption data, spot support patterns, understand client health signals, and translate them into specific actions.\n\n \n\n • You are organized and disciplined, able to manage multiple client priorities, track follow-ups, coordinate internal resources, and keep momentum across complex relationships.\n\n \n\n • You are commercially aware and understand how adoption, satisfaction, renewal readiness, expansion opportunities, and net revenue retention contribution connect to durable client relationships.\n\n \n\n • You communicate clearly and calmly, especially when issues are complex, clients are frustrated, or multiple internal teams need to be aligned.\n\n \n How Success Will Be Measured \n \n Success will be measured by the health, performance, and operating discipline of your assigned client portfolio, including client health and satisfaction; product adoption and utilization; onboarding-to-steady-state success; renewal readiness and net revenue retention contribution; escalation and follow-through discipline; quality of client communication; early identification of retention risks; support for expansion opportunities; and accuracy of client documentation. \n \n The strongest Client Success Leads at CircleBlack will make clients feel known, supported, and confident that the platform is helping their firm operate better. \n \n Compensation \n \n Base Salary: \n \n $90,000 – $120,000, commensurate with experience \n \n Incentive Compensation: \n \n Annual bonus tied to product and business performance metrics \n \n Benefits: \n \n Comprehensive health, dental, and vision coverage; 401(k); generous PTO \n \n Why This Role \n \n CircleBlack is built for a market that is fragmented, consolidating, technology-hungry, and underserved by platforms built for a different era. This is an opportunity to help shape the client success function at a company where client experience, product adoption, data quality, and AI-enabled workflows are becoming increasingly central to how advisory firms operate. \n

Recruiter

hace 3 días

New York

Please note this is a hybrid opportunity out of our Chelsea, NY location \n \n We are seeking an experienced Recruiter to join our growing team in a delivery-focused recruiting role. This opportunity is ideal for a proven recruiter who comes from a staffing, recruiting, executive search, or talent solutions environment and excels at identifying, engaging, and delivering high-caliber talent. \n \n The Recruiter will partner closely with internal teams to understand client requirements, develop targeted sourcing strategies, build strong candidate pipelines, and manage candidates throughout the recruitment lifecycle. The ideal candidate is a strong sourcer and relationship builder who is comfortable managing multiple searches, engaging passive talent, and working in a fast-paced, performance-driven staffing environment. \n \n Responsibilities \n\n • Manage the full recruitment delivery process, from candidate identification and sourcing through screening, interview coordination, offer management, and successful placement\n, • Develop effective sourcing and recruiting strategies for current and anticipated hiring needs\n, • Build and maintain strong pipelines of qualified candidates across assigned searches\n, • Utilize LinkedIn Recruiter, job boards, internal databases, referrals, networking, and other sourcing channels to identify high-caliber talent\n, • Maintain accurate and up-to-date candidate records, notes, and activity within the ATS/CRM\n, • Develop strong market knowledge and stay current on hiring trends, candidate availability, and competitive talent landscapes\n, • Manage multiple searches and priorities while maintaining a high level of organization and urgency\n, • Consistently meet or exceed recruiting activity, submission, interview, and placement goals\n, • Collaborate with recruiters, sales professionals, and internal teams to maximize delivery and placement opportunities\n\n Qualifications \n\n • Proven recruiting experience within a staffing agency, recruiting firm, executive search firm, or talent solutions organization\n, • Strong candidate delivery and sourcing experience, with a demonstrated ability to identify and engage qualified talent\n, • Experience recruiting within any professional staffing vertical; specific industry experience is not required\n, • Strong sourcing capabilities with experience utilizing LinkedIn Recruiter, job boards, databases, and other recruiting platforms\n, • Experience engaging and recruiting passive candidates\n, • Experience working within an ATS/CRM\n, • Comfortable working in a fast-paced, metrics-driven staffing environment\n, • Highly motivated, resilient, proactive, and results-oriented\n, • Demonstrated track record of meeting or exceeding recruiting, activity, or placement goals\n\n \n Base salary is $65-80,000.00 depending on experience

Brand Ambassador

hace 5 días

New York

Job Description IDT’s Retail division is looking for Brand Ambassadors (“BA”). IDT is a leading communications and financial services company looking for enthusiastic and energetic Brand Ambassadors Responsibilities: • In this role, you will be responsible for maintaining a close relationship with retailers that sell the company’s retail products., • Responsibilities include ensuring that each retailer/store has the most updated branding, promotions, and training materials., • The Brand Ambassador ensures that the retailer has all new products, assists with filling applications, and manages any type of claims or requests that might come from the retailer’s owners or staff., • Brand Ambassadors may open new direct IDT branded stores and sell to unattended retailers if requested by the Company.More specifically, responsibilities include, but are not limited to:, • Visiting retailers/stores on a daily basis, • Maintain the POP material placement for all products and distribute new POP material, • Collect key information by doing specific surveys for different products, • IDT product sales (Hard Cards, Boss Revolution, POS, Merchant Services, Cash Advance, etc), • Completion of Financial Service Applications (Money Transfer, Bill Payment, etc)., • Introduce new products to our retailers, • Research information about competitor's offerings and new products, • Create reports with the findings of each daily route and analyze data in order to offer recommendations, • Educate retailers regarding procedures, selling techniques, and general information about the products or special promotions, • Report stores that have low inventory or low balances., • Participate in events and in-store promotions., • Push and find leads for all our retail product lines., • Use our CRM to update and maintain the information and pictures of our retailers.Requirements:, • Proven work experience in a relevant role, including as an account manager, • Bilingual professionals with fluency in both English and Spanish are preferred, • Must be prepared to go door-to-door visiting customers., • Basic computer skills – comfortable using tablet and Bluetooth equipment, • Ability to communicate, present and influence key stakeholders at all levels, • Proven ability to multitask while maintaining sharp attention to detail., • Authorized to work for all US employers., • Must have a valid driver's license and a car (IDT offers a mileage and gas reimbursement program).We offer you:, • Hourly rate of $16.50/ hour + the ability to earn commissions., • Mileage and gas reimbursement program., • On-the-job training and a dynamic work environment., • Excellent and competitive benefits package, including medical, dental, and 401(k).About us: IDT is a Communications and Money Transfer company founded in 1990 and headquartered in Newark, New Jersey. IDT is an industry leader in prepaid communication, money transfer, and payment services, and one of the world's largest international voice carriers. We are listed on the NYSE, employ over 1800 people across 20+ countries, and have over $1.5 billion in revenues. Our flagship brand, Boss Revolution, offers Money Transfer, International Calling, and Mobile Top-Up services, supporting IDT's mission to enable people to stay connected and share resources with family and friends worldwide. Join us! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Sales closer

hace 1 día

New York

Company Description Businessblum is a growing organization focused on delivering high-value solutions and services to clients through a customer-first approach. The company emphasizes building long-term relationships, optimizing sales processes, and creating streamlined experiences from initial contact to final agreement. Team members are encouraged to contribute ideas, take ownership of outcomes, and collaborate across functions to improve performance. Businessblum supports remote work and leverages digital tools to connect with clients in diverse markets. The culture values integrity, accountability, and measurable results.\n \n Role Description\n \nAs a Sales Closer, you will be responsible for converting qualified leads into funded deals. You'll work directly with business owners to understand their funding needs and guide them through the financing process.\n \nYou will primarily close:\n \nMerchant Cash Advance (MCA) deals\n \nSBA Loans\n \nOther small business financing products\n \n \nThis full-time remote Sales Closer role is responsible for guiding qualified prospects through the final stages of the sales cycle and securing signed agreements. \n \n \nConsistent communication, timely follow-up, and a focus on achieving and exceeding sales targets are central to this role.\n \n Qualifications \n\n • Experience in Merchant Cash Advance (MCA) sales is highly preferred.\n, • Strong closing and negotiation skills.\n, • Candidates should possess Escrow-related familiarity or experience with transactional processes, contracts, and documentation to ensure secure and compliant deal completion.\n, • Candidates should possess proven experience in consultative or B2B sales, with a track record of meeting or exceeding closing targets in a remote environment.\n, • Candidates should possess proficiency with CRM tools, digital communication platforms, and basic data entry, along with strong organizational and time-management abilities.\n, • Candidates should possess resilience, ethical judgment, and the ability to work independently.\n

Solution Architect, CRM & Digital Marketing

hace 5 días

New York

\n Title: Solution Architect, CRM & Digital Marketing \n Duration: 9 Months \n Location: New York,NY 10036 \n Job Type: Temporary Assignment \n Work Type: Onsite \n Pay Rate: $82.00 - $82.00/Hr \n \n Overview: \n \n TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. \n \n Job Description: \n \n SCOPE: \n This is a highly technical, hands-on role responsible for the architecture, stability, and ongoing build-out of our Salesforce Marketing Cloud (SFMC) ecosystem. The ideal candidate is a hybrid of technologist and project manager: someone who can be trusted to keep day-to-day campaign operations running flawlessly while simultaneously architecting new automations, journeys, and experiences requested by the business. \n \n Responsibilities: \n\n • Own the day-to-day operational health of all SFMC campaigns, automations, and journeys — proactively monitoring sends, data flows, and triggers to ensure everything is running as expected, and troubleshooting/resolving issues before they impact the business.\n, • Architect, build, and deploy new automations, triggered journeys, and personalized customer experiences in Journey Builder and Automation Studio, using AMPScript, SQL, and (where needed) SSJS.\n, • Act as the primary technical project manager across multiple simultaneous requests from CRM, Retention, Product, Data, and Creative teams — triaging priority, scoping technical feasibility, and managing timelines in a fast-paced, always-on streaming environment.\n, • Design, build, and maintain a scalable data model within SFMC (Contact Builder, Data Extensions, Audience Builder), partnering closely with Data Engineering on data integrity and flow.\n, • Serve as the technical escalation point for integration issues between SFMC and adjacent platforms (Marketing Cloud Connect, APIs, mobile push providers, CDPs).\n, • Partner with Engineering and Data teams to scope and implement new SFMC-adjacent integrations that support business and personalization goals.\n, • Establish and document technical standards, build patterns, and QA protocols for SFMC development to ensure consistency, scalability, and auditability across the platform.\n, • Evaluate new SFMC features, tools, and capabilities and make recommendations on adoption to improve efficiency and campaign performance.\n, • Provide informal technical guidance and troubleshooting support to CRM marketers and analysts, helping the broader team understand what's technically possible within the platform (no direct reports, but close day-to-day collaboration with marketers, engineers, and analysts).\n, • Partner with the Senior Director on technical roadmap planning and scoping for new CRM and lifecycle initiatives.\n\n Qualifications: \n\n • 5+ years of experience specifically as a Solution Architect (or equivalent senior technical CRM role), with deep, hands-on Salesforce Marketing Cloud expertise.\n, • Expert-level proficiency across core SFMC modules: Journey Builder, Automation Studio, Email Studio, Contact Builder, and Data Extensions.\n, • Strong hands-on scripting ability in AMPScript and SQL; working knowledge of SSJS is a plus.\n, • Experience working with the SFMC API and integrating Marketing Cloud with external systems (CDPs, mobile push, data warehouses, etc.).\n, • Proven ability to project manage and prioritize competing requests from multiple teams simultaneously in a fast-paced, deadline-driven environment.\n, • Strong understanding of data modeling and audience segmentation logic at scale.\n, • Experience in the streaming, subscription, or D2C industry preferred.\n, • SFMC certification (Marketing Cloud Developer or Marketing Cloud Consultant) strongly preferred.\n, • Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders and vice versa.\n\n PREFERRED SKILLS: \n\n • Experience with Braze or other ESPs in addition to SFMC.\n, • Familiarity with Customer Data Platforms (e.g., Hightouch, mParticle, Tealium).\n, • Knowledgeable of email compliance and privacy legislation, both domestic and international (CAN-SPAM, GDPR, CASL, CCPA).\n, • Experience in the streaming D2C industry.\n, • Comfort operating in a live-content or sports-driven, high-velocity environment.\n\n TekWissen® Group is an equal opportunity employer supporting workforce diversity.

Senior Sales Executive - Logistics and Transportation

hace 5 días

Newark

The Senior Sales Executive is responsible for driving profitable revenue growth by developing new enterprise customer relationships and expanding existing accounts through consultative, solution‑based selling. They focus on understanding complex customer supply chains, identifying opportunities across the company’s full portfolio of solutions, and delivering measurable value to customers. They act as a trusted advisor to decision makers, partnering closely with Commercial teams, Operations, and internal stakeholders to deliver a seamless customer experience. This position requires strong commercial acumen, strategic thinking, and the ability to lead internal teams without direct authority. Success in this role is measured by revenue growth, customer retention, and long‑term account expansion. The role is highly visible and plays a critical part in the organization’s enterprise growth strategy. Responsibilities • Develop new business and drive revenue growth by identifying and qualifying prospective enterprise customers through research, networking, and consultative discovery., • Conduct in‑depth analysis of customer supply chains to understand business challenges, operational needs, and opportunities for the company’s solutions., • Present, propose, and implement customized solutions that align the company’s portfolio with customer objectives and deliver long‑term value., • Maintain and grow existing customer relationships by deeply understanding customer operations and proactively identifying expansion and retention opportunities., • Partner closely with Customer Success teams to ensure customer onboarding, solution adoption, retention, and long‑term account health., • Collaborate with internal stakeholders including specialized product sales teams and cross‑functional team members to deliver a consistent, high‑quality customer experience., • Regularly engage customers to reinforce understanding of company’s capabilities and maximize utilization of the full portfolio., • Build trusted customer relationships through regular business reviews, strategic account planning, professional communication, and executive‑level engagement., • Leverage technology tools (CRM systems, mobile devices, internal platforms, and presentation tools) to support accurate forecasting, pipeline management, and customer communication., • Demonstrate initiative and leadership by organizing and guiding internal teams, maintaining discipline in execution, and adapting to changing business conditions., • Monitor competitive activity within assigned accounts and markets, ensuring appropriate responses and strategies are communicated internally., • Represent the company professionally through customer entertainment, meetings, and industry engagement as appropriate., • All other duties as assigned to meet evolving business needs. Qualifications • Education: Undergraduate degree in business, sales, supply chain, or a related field from an accredited college or university preferred; High School Diploma or GED equivalent required., • Certification/Licensure: Supply Chain / Logistics Industry certifications preferred., • Experience: 7+ years of enterprise‑level sales experience, preferably within transportation, logistics, or supply chain solutions., • Proven track record of consistently exceeding enterprise sales targets and driving market share growth., • Demonstrated experience selling complex solutions to enterprise‑level customers and senior decision makers., • Strong consultative selling, negotiation, and relationship‑building skills., • Excellent verbal and written communication skills with the ability to influence and present at the executive level., • Strong analytical, problem‑solving, and decision‑making capabilities., • Experience using CRM tools (Salesforce preferred) and sales performance tracking systems., • Demonstrated discretion and confidentiality in handling and protecting sensitive information., • Technical: Proficient with common office technologies, including Windows PCs, Microsoft O365 (Outlook, Word, Excel, PowerPoint, etc.) and web conferencing (Teams, Zoom, Webex, etc.), • Environment: Comfort commuting to/from and working in a 100% on‑site setting (listed in this posting), with travel for related meetings/events. -- #LI-Remote

$22 TO $25/HR SALES REPRESENTATIVE COSTCO, STATEN ISLAND

hace 10 días

New York

Job Description DIRECT DEMO is looking for a sales representative to join our team in our Staten Island office. This person will actively seek out and engage prospective customers to sell our product and/or services. The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth. Responsibilities: • Demonstrate, promote, and sell Direct demo’s products and services - Strategically present functionality and key value propositions to prospective customers., • Develop and foster relationships - Maintain close communications with prospects to close sales and promote customer retention., • Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition., • Track progress and results - Record prospect interactions and track goal attainment in CRM system., • Research and understand target market - Stay abreast of industry trends, best practices, and direct demo’s overall market opportunity. Requirements: • 1-2 years experience selling a product or service, • Bachelor’s degree or equivalent, • Excellent ability to manage and build relationships, • Demonstrated ability to meet and exceed acquisition goals, • Advanced skills in communicating, selling and negotiating, • Unrelenting drive to understand and meet prospective customer needs, • Familiarity with CRM systems and Microsoft Office Suite Powered by JazzHR dvfKUEIPhs

HVAC Comfort Advisor

hace 23 días

New York

Job Description Position Summary PAC Plumbing, Heating & Air Conditioning is seeking a motivated, customer-focused HVAC Comfort Advisor to help homeowners make informed decisions about their home's comfort, efficiency, and indoor air quality. The Comfort Advisor will meet with pre-qualified homeowners, assess their comfort needs, perform system evaluations, and present customized HVAC replacement and upgrade solutions. This role is responsible for generating sales while delivering an exceptional customer experience built on trust, professionalism, and education. ResponsibilitiesCustomer Consultations • Meet with homeowners to evaluate heating, cooling, and indoor air quality needs., • Perform complete comfort evaluations, including system inspections and load considerations., • Identify customer concerns related to comfort, energy efficiency, reliability, air quality, and operating costs., • Educate homeowners on available options and solutions.Sales & Presentations, • Present multiple solution options ranging from repair to replacement., • Prepare professional proposals and financing options., • Explain equipment features, warranties, memberships, and maintenance programs., • Follow company sales process and presentation standards., • Maintain a high closing percentage while ensuring customer satisfaction.Lead Management, • Respond promptly to company-generated leads., • Follow up on unsold estimates and open proposals., • Maintain accurate records in ServiceTitan., • Coordinate with installation teams to ensure smooth project handoffs.Customer Experience, • Build trust and rapport with homeowners., • Deliver a five-star customer experience on every appointment., • Maintain professional appearance and communication., • Generate referrals and online reviews.QualificationsRequired, • 3+ years of residential HVAC sales experience or related in-home sales experience., • Strong communication and presentation skills., • Valid driver's license with clean driving record., • Ability to work evenings and occasional weekends., • Comfortable using tablets, CRM software, and ServiceTitan.Preferred, • Experience with Nexstar, ServiceTitan, or similar sales systems., • Knowledge of residential HVAC systems, ductwork, IAQ products, and heat pumps., • Experience performing Manual J and comfort assessments.Key Performance Indicators (KPIs), • Closing Ratio, • Total Revenue Sold, • Average Ticket, • Gross Margin, • Financing Utilization, • Membership Sales, • Lead Conversion Rate, • Customer Satisfaction Score, • Review GenerationCompensation, • Base Salary + Commission, • Uncapped Earnings Potential, • Company Vehicle, • Health Benefits, • Paid Time Off, • Paid Training, • Career Advancement OpportunitiesWhat Success Looks Like A successful Comfort Advisor consistently: • Converts qualified leads into sold projects., • Provides homeowners with clear, professional recommendations., • Maintains a closing rate of 50%+., • Delivers exceptional customer experiences., • Generates referrals and repeat business., • Works collaboratively with service, installation, and office teams. At PAC, we believe in providing homeowners with options, education, and peace of mind while helping our team members build rewarding, long-term careers. Powered by JazzHR GHBzTlPFBO

B2B Sales Professionals - Multiple Opportunities

hace 23 días

New York

Job Description Viridian Staffing is seeking B2B Sales Professionals for multiple confidential Client opportunities in the New York City area. These are full-time, on-site positions with growing organizations seeking motivated sales professionals who are comfortable working in performance-driven environments. Depending on the opportunity, responsibilities may include: Conducting outbound prospecting through phone, email, social media, and other sales channels Responding to and qualifying inbound sales opportunities Researching prospective customers and identifying appropriate contacts Engaging prospective customers to understand business needs and determine potential fit Scheduling qualified meetings and product demonstrations Developing personalized outreach and follow-up strategies Maintaining accurate prospect and activity information within CRM and sales systems Meeting established activity, pipeline, and performance goals Collaborating with sales leadership and other internal teams to improve outreach and sales processes Developing strong knowledge of the organization's products, services, customers, and market Contributing within a collaborative, rapidly evolving work environment Qualifications Qualifications vary by opportunity. Candidates should have: Previous experience in outbound B2B sales, sales development, business development, or a closely related sales function Demonstrated experience with cold calling and outbound prospecting The ability to discuss measurable sales results, such as activity levels, meetings generated, pipeline creation, or quota attainment Strong verbal and written communication skills Confidence communicating with prospective customers by phone The ability to research prospects and develop relevant, personalized outreach Strong organizational and follow-through skills The ability to learn new products and business concepts quickly A self-directed, results-oriented approach to work The ability to work effectively in a fast-paced environment Availability to work on-site Monday through Friday in New York City Some opportunities require a minimum of approximately one year of previous outbound sales experience, while others may consider candidates with less experience who have demonstrated successful B2B prospecting and cold-calling performance. Experience working in an entrepreneurial, startup, heavily regulated industry, SaaS, technology, professional services, or similarly fast-paced B2B sales environment may be helpful for certain opportunities but is not required for all positions. Compensation This advertisement represents multiple separate employment opportunities. Compensation varies by position as follows: Opportunity 1 – New York City Base salary: $70,000–$90,000 annually This position also includes commission-based variable compensation. Target total on-target earnings (OTE): $100,000–$130,000 annually. Opportunity 2 – New York City Base salary: $100,000 annually This position also includes commission-based variable compensation. Target total on-target earnings (OTE): approximately $200,000 annually. Opportunity 3 – New York City Base salary: $77,000–$91,000 annually This position also includes commission-based variable compensation. Target total on-target earnings (OTE): $110,000–$130,000 annually. Equity and other forms of compensation may be available depending on the specific opportunity. Actual compensation will depend on the applicable position and the candidate's qualifications and experience. Professional development and advancement opportunities may also be available depending on the position. Founded in 2013, Viridian Staffing (www.viridianstaffing.com) is the original staffing, recruiting, and HR consulting firm dedicated to organizations in and supporting the commercial, medical, and industrial cannabis/hemp industry. Viridian Enterprises LLC is an Equal Opportunity Employer. Viridian does not discriminate on the basis of race, color, religion, creed, national origin, ancestry, citizenship or immigration status, sex, pregnancy, sexual orientation, gender identity or expression, age, disability, genetic information, marital or partnership status, familial status, caregiver status, military or veteran status, height, weight, or any other characteristic protected by applicable federal, state, or local law. Reasonable accommodations are available to qualified individuals with disabilities as required by law.

Residential Sales Associate

hace 1 mes

New York

Job DescriptionBenefits: • Paid time off CertaPro Painters is looking for an enthusiastic Residential Painting Sales Associate to join our team! In this role, you will be responsible for meeting with potential clients, managing painting projects, and developing new business. Our team is dedicated to providing exceptional service and delivering certainty to our clients, so we are looking for someone who is passionate about helping others and has a strong work ethic. Residential Painting Sales Associate Responsibilities: • Collaborate with potential customers to understand their painting needs and build lasting relationships, • Manage painting projects to ensure they are completed on time and within budget, • Coordinate with our Production Team, • Conduct one-on-one consultations with customers to provide customized proposals, • Communicate with customers regularly to provide updates and ensure satisfaction, • Promote our brand through community events and marketing tactics, • Attend regional or national training conferences to stay up-to-date on industry trends, • Maintain accurate records of customer interactions in our CRM system Residential Painting Sales Associate Qualifications: • 2+ year degree in a related field is preferred, • Prior sales experience in the construction or painting industry is preferred, • A valid driver's license with a clean driving record, • Excellent communication and interpersonal skills, • Strong organizational and problem-solving abilities, • History of accomplishments and promotions Benefits and Compensation: • A company phone and computer/tablet will be provided, • Competitive base salary, commissions, and bonuses, • Excellent training and resources to help you succeed, • Vehicle Mileage Reimbursement, • Base Salary plus commission At CertaPro Painters, we take pride in delivering certainty to our clients. We are the largest residential and commercial painting franchise in North America and have been in business since 1992. Our team is made up of dedicated professionals who are committed to helping our clients beautify their homes and buildings. Apply now to be part of a company that values hard work, dedication, and exceptional service.

Field Sales Representative

hace 22 días

New York

Job Description Field Sales Representative. Location- NYC and Queens United Pharmacy Network is seeking a field-based Sales Representative to promote our services to independent pharmacies to achieve the goals and objectives identified by UPN. The Field Sales Representative is responsible for new business and building and maintaining relationships with current accounts through face-to-face, email or telephone contact. Base Salary, Uncapped Aggressive Commission, Comprehensive Benefits =UNCAPPED EARNING POTENTIAL for a motivated, driven candidate.. This position is a field position requiring the employee to spend 98% of the job in the field traveling to in person sales calls. Overnight travel may be required. The ideal candidate has industry experience, but we are willing to train the right person. Responsibilities Spearhead new revenue growth by onboarding new independent pharmacy customers. Manage a multi-state territory Find and develop sales leads drive sales activity both in-person and over the phone Perform sales calls and vendor relations with all customers and potential customers in the assigned territory Maintain and grow existing accounts by ensuring customers understanding of services by providing regular business reviews Demonstrate strong prospecting skills with the drive to succeed Participate in weekly meetings to discuss practices, policies and procedures to achieve specific goals Maintain organized up to date records of clients and sales activity Qualifications Related sales experience, preferred Healthcare experience, preferred CRM experience, preferred Valid driver's license Travel via your own car with expense reimbursement. Demonstrates initiative, organization, discipline, and adaptability while working in a team environment Depending on the depth of experience, the following compensation offers may be made: Aggressive commission structure Expense Reimbursement Bonuses Benefits Paid time off Paid holidays 401(k) plan Job Type: Full-time EEO Statement: United Pharmacy Network is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran or disability status. LOCATION: United Pharmacy Network DIVISION: Field Sales Representative ADDRESS: NY, NY and Queens, NY

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