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Job Description Customer Sales Specialist Entry Level Overview: We are seeking a motivated person for our Entry Level Customer Sales Specialist to gain new customer and customer retention. This role is designed for ambitious individuals who want to combine customer interaction with account set up while learning the fundamentals of sales and business. Responsibilities: * Oversee new customer acquisitions, set up of new customer accounts, ensuring satisfaction, and consistent communication * Utilize our Salesforce system to ensure accuracy * Identify opportunities to expand services and recommend tailored solutions * Collaborate with internal teams to ensure customer needs are met Perks & Benefits: * Hands-on training in sales and new customer accounts * Competitive pay with advancement opportunities * Weekly compensation with bonus incentives * Professional growth in a supportive and structured career path Requirements: * Strong organizational and problem-solving skills * Ability to communicate clearly and confidently * Self-starter with a desire to grow in account management * Bachelor’s degree or equivalent work experience preferred Company DescriptionAt FPC, our mission is to empower businesses to reach their full potential through innovative marketing strategies. We strive to deliver measurable results that enhance brand visibility and customer engagement.At FPC, our mission is to empower businesses to reach their full potential through innovative marketing strategies. We strive to deliver measurable results that enhance brand visibility and customer engagement.

Job DescriptionWe are currently seeking a Service Manager to execute commercial service work throughout the company’s portfolio. This includes, but is not limited to, coordinating routine and emergency service calls, selling and executing maintenance and service agreements, and helping to develop the service line of business at Berg Enterprises, Inc. This position reports directly to the Chief Operating Officer and is considered an entry-level position. Specific HVAC, mechanical, or construction experience is not necessary, but strong communication and customer service skills are required. Responsibilities. * Be the point of contact for any service manager work * Schedule technicians accordingly and track all service appointments * Manage invoices and track finances * Keep the Commercial Service Department organized * Be a liaison within the company * Develop new opportunities, people, and processes Recommendations. * Excellent interpersonal and customer service skills * Ability to exercise tact, courtesy, and ethics when dealing with vendors, co-workers, and customers * Excellent organizational skills and attention to detail * Excellent time management skills with a proven ability to meet deadlines * Strong analytical and problem-solving skills * Proficiency with Google Workspace, Salesforce CRM, and other business management software Compensation. * We offer competitive compensation, medical, dental, vision, and a host of other benefits.

Job Description About Truence Co: Truence Co is a forward-thinking business solutions company committed to transforming ideas into real, scalable business results. We partner with clients to deliver streamlined processes, trusted consulting, and innovative solutions that drive growth and measurable success. Role Overview: We’re seeking an enthusiastic and driven Entry-Level Business Account Manager with a strong sales orientation to join our team. In this role, you will build relationships with new and existing clients, identify growth opportunities, support the sales cycle and help drive Truence Co's revenue growth. This is a perfect opportunity for someone looking to launch a career in sales/account management while being part of a dynamic, growth-oriented team. Key Responsibilities: • Develop and maintain relationships with assigned accounts and acquire new accounts, ensuring clients’ business needs are understood and addressed, • Work proactively to uncover upsell or cross-sell opportunities within client accounts, • Support the full sales process: lead generation, qualification, proposal collaboration, negotiation, and closing, • Monitor account performance, track client satisfaction and renewal indicators, • Collaborate across teams (sales, consulting, delivery, client success) to ensure solutions are tailored and delivered on-time, • Work toward quarterly sales and retention targets, helping to grow Truence Co's business, • Strong communication, presentation and relationship-building skills, • A genuine interest in sales, closing deals and building revenue, • Ability to quickly understand business challenges and propose value-driven solutions, • Comfortable working in a fast-paced, collaborative environment, • Basic understanding of sales/customer journey and CRM tools (e.g., Salesforce) is a plus, • Start your career in sales/account management with clear growth trajectories, • Be part of a company dedicated to client success and tangible business outcomes, • Gain hands-on experience driving revenue, managing accounts and interacting with decision-makers -Built on Trust Trust is our foundation. We operate with transparency, consistency, and integrity, building relationships and teams that thrive with confidence. -Driven by Influence We develop leaders who lead by example. Through mentorship and accountability, we help professionals strengthen their voice, elevate their impact, and grow with purpose. -Powered by Collaboration Success here is never solo. We believe in teamwork, open communication, and shared wins, because when great minds collaborate, innovation follows.Professionals choose us because we create a space where ambition meets authenticity and purpose meets performance.\r\n\r\n-Built on Trust\r\nTrust is our foundation. We operate with transparency, consistency, and integrity, building relationships and teams that thrive with confidence.\r\n\r\n-Driven by Influence\r\nWe develop leaders who lead by example. Through mentorship and accountability, we help professionals strengthen their voice, elevate their impact, and grow with purpose.\r\n\r\n-Powered by Collaboration\r\nSuccess here is never solo. We believe in teamwork, open communication, and shared wins, because when great minds collaborate, innovation follows.

Job DescriptionCompany Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry’s most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact. Job Description The Associate - Sales position is a full-time, entry level role that offers a comprehensive four-month training program (Associate Development Program) designed to prepare you as a Sales Associate for RRD. The ADP program is designed to provide you with the necessary sales strategies, practices, and industry knowledge to ensure a successful career as a Sales Associate. Please note: The Associate Development Program has a required cohort start date. In Houston, TX, we are currently hiring for the July 2026 cohort. Responsibilities: • Understand and perform RRD's sales steps through training and observation Learn and successfully execute the arts of prospecting and cold calling to build new accounts, • Shadow sales representatives (some travel required), • Assist senior sales representatives in everyday functions such as sourcing, securing and managing business, both new and existing, • Attend internal and external sales meetings, • Maintain relationships with existing accounts and customers, • Build a sales funnel specific for your post-training assignment, • Continued development opportunities through marketing and sales publications to increase your understanding of the sales industry, • Perform other related duties and participate in special projects as assignedQualifications, • Bachelor's degree (Preferred) in sales, marketing, business, communications, economics, or related fields with an interest in sales, • Excellent listening skills to understand customer needs, • Strong communication skills, both written and verbal, • High motivation to learn Make data-driven decisions and explain the return on investments to customers, • Ability to make decisions and solve problems, • Driven, and motivated to succeed in the sales field, • Prior experience using a CRM (e.g. Salesforce) (Preferred), • Sales internship or experience selling, • Require reliable transportation method to get to and from clients within the designated territory Additional Information RRD's current salary range for this role is $50,000 to $60,000 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job DescriptionBisnow is seeking a high-performing, entry-level Sales Representative to join our Commercial Real Estate Advertising and Event Sales team. In this sponsorship sales role, you will partner with clients across the CRE industry to promote, market, and grow their brands through our media platform and live networking events. There is meaningful opportunity for career progression, with a clear path to Business Manager, and a strong commitment to developing and promoting talent from within. This is a hybrid position, working 3–4 days per week in the office and 1–2 days remotely. The role will either begin in our Dallas office (910 S Pearl Street) and transition to our Houston office (4201 Main Street) within the first year, or start in Houston and spend several weeks in Dallas for training. Applicants should be open to relocation as part of growing with our Texas team. We welcome candidates who have gained experience through internships, coursework, or early professional roles and who are available to start on July 6th, 2026. BISNOW OVERVIEWBisnow is the commercial real estate industry's leading, vertically integrated B2B media platform, covering North America, Canada, the UK and Ireland. We serve the CRE industry through award-winning news and publications, renowned events, wide-ranging marketing services, specialized recruitment solutions, and intelligent sales enablement tools. Our platform enables our audience to do more business by engaging more than 1.5M subscribers and convening more than 100K commercial real estate professionals every year. We host hundreds of events, publish thousands of thought-provoking stories, drive qualified leads, and create opportunities that make deals happen. At Bisnow, we love to think globally, but connect and inform our audience hyper-locally. SUMMARY OF ROLEAs a BDR (Business Development Rep) you will be trained in all aspects of the products and solutions that we sell to the commercial real estate market. You will then work with the sales team to create new meetings, proposals and then contracts for clients. Your days will consist of training, taking meetings with clients, attending events to network and learn about our industry. Your goal as an BDR is to ultimately be promoted into a business manager. Once a business manager, you will begin to build your own book of business. If you want to learn how to be a successful business development executive and are willing to work hard and learn, this is a great opportunity for you.Key Responsibilities • Establish and maintain relationships with marketing decision makers within all asset classes and sectors of our targeted markets., • Drive event sponsorship sales (both digital and in person when they return) by conducting in-depth prospecting research to source & confirm participation of sponsors for our events., • Consistently prospect new business to build a strong pipeline for our senior-level sales team and become an expert at specificity prospecting., • Connect with sponsorship prospects using phone and email strategies; responding to all inbound leads., • Assist event production department in an effort to build sponsor-friendly programs that ultimately align with the interest of Bisnow’s client base., • Constantly brainstorm fresh and relevant topic ideas to adapt to trends within the industry., • Understand both individual and larger team KPIs and position yourself to hit, if not exceed said KPIs on a daily, weekly and monthly basis., • Document daily activities in Salesforce CRM., • Work closely with the sales team to accelerate our sales cycle and to extend reach into target accounts., • Work with a positive, cross functional team on an everyday basis to make certain of successful sponsorship, marketing and financial performance of these events.What are we looking for?, • 0 - 2 years of sales experience, • Innate hustle, raw intelligence and infectious enthusiasm., • Ability to demonstrate an entrepreneurial yet disciplined mindset, creative yet organized work-ethic and an ambitious yet humble attitude., • Ability to learn fast. We’re constantly bringing new digital and event products to market and you need to be able to understand their purpose, how our clients use them and learn to sell them yourself., • Demonstrated experience excelling in a group or team environment of any sort., • A strong interest in growing into an externally facing sales role or similar position working closely with clients., • A strong interest in the commercial real estate industry., • A strong interest in media and digital marketing solutions., • Ability to remain receptive to feedback and open, constructive criticism., • Capability to work in a high-energy, fast-paced, frequently-changing sales environment.What's in it for you?, • Competitive compensation structure, • Medical, Dental and Vision Insurance, • Short and Long Term Disability Insurance, • Maternity and paternity leaves, • 401K, • Flexible Spending Account, • Dependent Care Account, • Health Savings Account, • Unlimited Vacation Days, • 7 days paid sick leave, • 9 paid Holidays, • Referral Bonus Program

Job Description Job Title: Partner Alliance Relationship Manager Location: Houston, TX (Hybrid: 3 days in office, 2 days remote) Department: Sales Reports to: Associate Director, Partner Alliances Employment Type: Full-Time Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions ABGI USA, a Group SNEF company, is not your typical advisory firm. We are a national leader in specialized tax advisory and finance talent solutions, trusted by CPAs, accounting firms, and businesses of all sizes. As part of a global network spanning 15 countries, we combine deep local expertise with international reach, delivering innovative, impactful solutions that fuel business growth and operational excellence across industries. At ABGI USA, we are redefining what it means to be a forward-thinking advisory firm. Our teams are made up of seasoned professionals and emerging talent, working together to solve complex challenges, drive measurable results, and deliver exceptional value to our clients. We believe that our people are our greatest asset, and we are committed to fostering a supportive, engaging, and empowering culture where collaboration, creativity, and excellence thrive. We prioritize employee development, growth, and well-being, offering competitive compensation, robust benefits, and a flexible, modern work environment designed to meet the needs of today’s finance and operations professionals. Here, your expertise, insight, and leadership are recognized, valued, and amplified. If you are a results-driven, strategic, and innovative professional who is ready to contribute to a dynamic, growth-focused organization, make a real impact, and shape the future of finance and advisory services, ABGI USA is the place for you. Join us and be part of a team that is transforming the industry and building a legacy of success. How You'll Make an Impact As a Partner Alliance Relationship Manager at ABGi, you will report to the Director of Sales and be trained in all facets of business development, relationship management, and our specialized consulting services—including tax credits and incentives, talent solutions, and strategic advisory. This is an exciting growth opportunity for a motivated entry-level professional to be developed into a future leader in sales, partnerships, consulting and professional services. You’ll gain exposure to professional services, financial and HR consulting by working directly with internal leaders, CPAs, and industry executives. With up to 60% travel, you’ll attend national conferences, visit client sites, and participate in partner and industry events that help elevate ABGi’s brand. This role is based in Houston, Texas, with a hybrid schedule. Love to travel? Great - this role embodies the road warriors mentality with frequent travel and hands-on mentorship. Responsibilities (A Day in the Life) • Partner with ABGi leadership to build and manage relationships with CPA firms, Industry alliances, event organizers, channel partners, and client accounts., • Discover and conduct outreach to new prospects and nurture existing partner relationships through calls, emails, and in-person meetings., • Represent ABGi at industry conferences, client visits, networking events, and educational webinars—travel up to 3 weeks per month., • Participate in hands-on onboarding, learning sessions, and client shadowing to build domain knowledge in tax incentives and workforce advisory., • Collaborate with the Marketing team to support events, social content, campaigns, and speaking engagements., • Maintain and update Salesforce CRM with outreach activities, leads, and engagement notes., • Schedule and confirm discovery meetings and help prep leaders for external meetings., • Join training and shadowing sessions to build a strong foundation in professional services, sales strategy, and channel management. Are We a Match? (Basic Qualifications) • Bachelor's or Graduate level educational background with internships providing with strong sales, business development, marketing or recruiting experience or 1+ years of experience in a professional sales, executive recruiting, marketing, or financial services sales role in lieu of related internship experience., • Strong interpersonal skills and interest in relationship building, business growth, and client success., • Willingness to travel up to 60% of the time nationally (expenses covered)., • Comfort with cold calling, outbound outreach, and attending live events., • Must be highly motivated, driven by success, loves “the close” and highly competitive. Like to win? This is the role for you! Extra Credit Goes To... • Experience or internships in B2B sales, event marketing, financial services, or talent/recruiting industries., • Knowledge of LinkedIn, Salesforce, SalesLoft, HubSpot, or other CRM/marketing tools., • Public speaking or presentation experience at school, events, or associations., • Demonstrated curiosity and passion for entrepreneurship, consulting, or sales development What You’ll Gain in Experience • Hands-on mentorship and a clear career pathway toward business development leadership, channel sales or consulting., • Certification-level knowledge in tax credits, incentives, and talent solutions., • National travel to key industry events and exposure to C-level decision makers., • A high-impact role that combines autonomy, visibility, and continuous learning., • A seat at the table to contribute to one of ABGi's most dynamic growth Perks and Benefits • Full Medical, Dental, Vision, STD, LTD, Critical Illness, • Free Membership to OneMedical, • Free Access to CALM app, • Competitive base, commission and ongoing incentives, • 401k Matching, • Paid Parking and Onsite Gym, • Travel Perks, • Competitive PTO plan, plus holidays, flex days, • Hybrid Schedule

Job DescriptionDescription: Summary The Coordinator, Events and Programs is a cross-functional role primarily supporting the development, production, execution, and access to Partnership major events. The position requires both in-person and virtual event and meeting experience. In addition to supporting flagship events, the coordinator is responsible for managing an events portfolio, overseeing a mix of programs, meetings, and organizational events throughout the year. This includes maintaining an up-to-date portfolio overview, tracking event milestones, ensuring cross-team alignment, and proactively identifying needs, risks, and opportunities across all assigned events. The scope of work for this position includes project coordination, event consultation, portfolio management, staffing, and logistics for Partnership organizational events. The coordinator must thrive in a challenging and fast-paced atmosphere where prioritizing and multi-tasking are the norm. The coordinator should also possess strong customer service skills and a high level of professionalism to effectively serve both internal and external clients and vendors, while ensuring consistency and quality across the entire event portfolio. Primary Duties and Responsibilities The following responsibilities are essential to job performance: The Member Engagement Division is responsible for the attraction, retention and engagement of members. To achieve this, the Member Engagement Division works to secure adequate funding for the organization through membership, events, business resource groups, and special initiative fundraising. The primary responsibilities of the Coordinator, Event Production are: · Manage a diverse events portfolio, maintaining oversight of timelines, logistics, deliverables, and cross-department coordination to ensure consistent quality and successful execution across all assigned programs and events. · Coordinate logistics for in-person, digital, and hybrid events. Duties include, but are not limited to: event logistics, processing registrations, preparing and responding to event emails, systematic event set-up in the project and event management systems, volunteer staffing and training, event set-up, and breakdown. · Create and track deliverables in the project management system. · Provide operational support and navigation of forward-facing and back-end functions. Includes virtual meetings, webinars, live streamed, simulcast, and pre-recorded meetings. · Provide guidance during day-of event logistics for volunteers and/or the Partnership staff and vendor partners. · Prepare, maintain, and monitor required event deliverables including, but not limited to, signage, registration, volunteer assignments. · Assist with the maintenance of timelines, budgets, marketing plans, procedures, and policies for each event. · Assist in analyzing event performance, financials, and member involvement and preparation of debrief materials. · Establish and grow relationships with members. · Work cross-functionally with other member departments to provide consistent and seamless service to members of the Partnership. · Assist in daily department operational and?administrative functions (phone, email, data entry, and mail) to ensure?specific projects are?delivered efficiently. · Ensure consistent Partnership brand messaging. · Other duties as assigned. Requirements: Knowledge, Skills, and Abilities The following knowledge, skills, and abilities are desirable for job success: · Live event, hospitality, and meeting coordination experience. · Experience with event management systems (CVENT), project management systems (Basecamp), and digital meeting platforms (Zoom, Webex, Google, etc.) required. · Ability to demonstrate attention to detail in all work projects. · Proven project coordination and organizational skills. · Demonstrated interpersonal skills such as diplomacy, patience, empathy, and politeness. · Demonstrated ability to work in a fast-paced, deadline-oriented environment. · Solutions-oriented and ability to problem-solve. · Flexibility, ability to change direction and re-prioritize in response to changing situations. · Prioritize conflicting needs; handle tasks and requests expeditiously and proactively; and follow-through on projects to successful completion, often with deadline pressures. · Demonstrated ability to work with all levels of both internal and external contacts. · Ability to professionally work with diverse groups of people. · Ability to coordinate, engage and fully utilize member expertise. · Ability to exercise mature judgment and tact. · Ability to work in a team environment and share tasks. · Ability to attend work-related functions off-site, as required. · Flexibility to work some overtime, as necessary. · Proficiency in Windows, Microsoft Word, PowerPoint, Excel, Salesforce, and Outlook. · Ability to travel when required. Education Requirements Bachelor’s degree including a preference for a certification in event and meeting planning or relevant experience. Relevant degrees and certificates include Bachelor of Arts (BA), Certified Special Event Professional (CSEP) designation, the Certified Meeting Professional certification, and the Certified Meeting Planner (CMP). Required Experience Minimum of 2 years of experience in all aspects of developing and managing events and meetings or in a related field, such as marketing or conference services.

Job Description Our agency is seeking to fill an entry-level outside sales role in a new territory. The primary responsibility of this position will be developing a new book of business through making in person sales calls to businesses with a focus on new client acquisition and retention. You will work closely with an energetic team of fellow supplemental insurance producers who share your drive for competition and success. Position Overview: This role entails outside direct sales, dedicated to your own sales territory. We'll provide comprehensive training to help you connect with small and medium-sized businesses across different sectors. You'll have the opportunity to meet face-to-face with business owners and decision-makers. Your goal is to present them with industry leading supplemental insurance products and services in the industry. Prepare to engage with business owners, benefits managers, and employees on an individual level. Core Responsibilities: * Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities * Respond to client inquiries via phone, email, or text as needed * Schedule meetings with potential and existing clients to understand their insurance needs * Attend scheduled calls and meetings with your sales manager and team * Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients * Build and nurture your own client portfolio * Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself * Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week * Record daily work stats and sales activity updates at the end of each work day ADDITIONAL QUALIFICATIONS: * Pass a high-level pre-employment background check * Active Driver's License and reliable transportation * Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available) * Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS: * Comprehensive classroom and field training program * Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions * Health, dental, and vision benefits offered after 60-days of employment * Performance-based promotions * Control of your schedule based on results achieved rather than time worked * Continuing professional development classes, advanced sales trainings, and leadership development classes * Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort!

Job Description Job Title: Senior Research Tax Credit Associate Location: Houston, TX (Hybrid: 3 days in office, 2 days remote) Department: Research & Development Reports to: RTC Manager Employment Type: Full-Time Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions ABGI USA, a Group SNEF company, is not your typical advisory firm. We are a national leader in specialized tax advisory and finance talent solutions, trusted by CPAs, accounting firms, and businesses of all sizes. As part of a global network spanning 15 countries, we combine deep local expertise with international reach, delivering innovative, impactful solutions that fuel business growth and operational excellence across industries. At ABGI USA, we are redefining what it means to be a forward-thinking advisory firm. Our teams are made up of seasoned professionals and emerging talent, working together to solve complex challenges, drive measurable results, and deliver exceptional value to our clients. We believe that our people are our greatest asset, and we are committed to fostering a supportive, engaging, and empowering culture where collaboration, creativity, and excellence thrive. We prioritize employee development, growth, and well-being, offering competitive compensation, robust benefits, and a flexible, modern work environment designed to meet the needs of today’s finance and operations professionals. Here, your expertise, insight, and leadership are recognized, valued, and amplified. If you are a results-driven, strategic, and innovative professional who is ready to contribute to a dynamic, growth-focused organization, make a real impact, and shape the future of finance and advisory services, ABGI USA is the place for you. Join us and be part of a team that is transforming the industry and building a legacy of success. About the Role We are seeking a highly motivated and experienced Senior Research Tax Credit (RTC) Associate to join our Houston-based team. Reporting to the Manager or Senior Manager, RTC, you will independently manage R&D tax credit studies, provide technical mentorship to junior associates, and act as a subject matter expert (SME) across a diverse set of client files. This hybrid role requires strong project ownership, collaborative spirit, and commitment to excellence. Responsibilities • Mentor and develop Associate-level team members in partnership with senior leadership., • Demonstrate mastery of the RTC study process from start to finish., • Independently manage client files within scope and budget while overseeing file progress for managers., • Log and track activity in Salesforce CRM on a daily (preferred) or weekly basis., • Collaborate with engineers, scientists, lawyers, CPAs, and MBAs to analyze technical data and create client value., • Analyze confidential financial and technical data for tax credit qualification., • Ensure projects are delivered on time using strong project management skills., • Draft and review comprehensive technical reports and deliverables to support tax credit claims., • Become an expert in R&D tax credits and guide both clients and team members in best practices., • Assist with department initiatives focused on operational efficiency and knowledge sharing. Basic Qualifications • Minimum of 1+ years of experience in R&D Tax Credit and tax incentives within a professional services firm., • Bachelor’s degree from an accredited university in business, accounting, economics, or a science/engineering related field., • Proven expertise in R&D tax credit qualification and client interaction., • Strong research abilities with comprehensive knowledge of tax law, regulations, and industry updates., • Excellent verbal and written communication skills., • Ability to travel up to 25%. Preferred Qualifications • Experience using Salesforce CRM., • Experience with Excel, preferably advanced, • Advanced degree (MBA, JD, LLM) is highly preferred., • Demonstrated experience mentoring entry-level professionals. Perks and Benefits • Full Medical, Dental, Vision, STD, LTD, Critical Illness, • Free Membership to OneMedical, • Free Access to CALM app, • Competitive base salary with aggressive performance-based incentives, • 401(k) Matching and Vested Day 1!, • Competitive PTO plan, • Hybrid work schedule Apply now and let's build together! At ABGi we believe sharing is growing. We believe that your growth is our growth. We invest in you. We are a collaborative environment and built from a core set of beliefs that diverse minds, backgrounds and skill sets bring an unparalleled employee experience; thus translating to an exclusive and shared experience to our clients. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

Job Description Company Overview: At Executive Financial Partners, we help families, individuals, and small businesses protect what matters most with supplemental health insurance solutions. Our work combines service, excellence, and resultsmaking a real difference for our clients and communities every day. We value skill development, discipline, and high performancebut we also believe in meaningful work that leaves a lasting impact. As we expand into new markets, we're looking for motivated individuals who want to grow, thrive in a supportive yet competitive environment, and take pride in helping others safeguard their future. Position Description: This is a true entry-level opportunityno prior sales experience required. What matters most is your ambition, resilience, and willingness to learn. We'll provide in-depth training, mentorship from experienced professionals, and proven strategies to help you succeed. In this role, you'll: * Learn the business from the ground up through hands-on and classroom training. * Meet with clients to understand their needs and offer tailored supplemental health insurance solutions. * Build strong relationships with individuals, families, and local businesses. * Grow your professional skills while making a positive impact in your community. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Here, your success is directly tied to the value you create for your clients. You'll have the independence to manage your own work while having the full support of a high-achieving team committed to helping you excel. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description About Us: Panelmatic, Inc. was founded in 1957 in Youngstown, OH to serve manufacturing industries with the design and build of custom electrical, instrument, and pneumatic control panels. Our business has sufficiently grown over the years to support expansion for our clients. We have produced control packages for many of America's top corporations in the chemical, environmental, food, pulp and paper, rubber, petroleum, pharmaceutical, glass, metals, and utilities industries. We also deliver equipment for use worldwide. Our rigorous methodology assures compliance with domestic and international standards. We can meet the needs of our diverse clientele from start to finish through sales, design, fabrication, testing, and delivery. Since 1957, we have been known for our high-quality, custom-built control packages, our comprehensive service, and our technological and manufacturing expertise. This expertise assures you of our ability to handle the largest and most complex packages quickly and efficiently. Panelmatic is seeking a highly technical, commercially driven Inside Sales Lead / Technical Sales Support professional to support the company’s continued expansion across the Utility, Renewable Energy, and Data Center markets. This role focuses on prefabricated modular electrical solutions, including E-Houses, power distribution centers (PDCs), control buildings, switchgear, and integrated power systems. This position serves as a critical bridge between customers, sales, estimating, engineering, and operations—supporting opportunities from early project qualification through quotation, order entry, and project handoff. The role ensures technical compliance with NEC, UL/ANSI, IEEE, IBC/state building codes, and evolving customer, utility, and data center standards. This role is ideal for a technically fluent professional (electrical, mechanical, or structural) who thrives in a fast-paced, customer-facing commercial environment and understands how to translate complex technical scope into buildable, compliant, and competitive proposals. Core Responsibilities • Serve as the primary inside technical sales resource for modular electrical systems, including electrical rooms, control buildings, switchgear, and integrated power solutions., • Translate customer specifications, RFPs, and technical documents into compliant, competitive commercial proposals., • Support early-stage opportunity development through technical feasibility, compliance assessment, and value engineering., • Partner with outside sales on strategic accounts, complex bids, and major pursuits, representing Panelmatic’s technical and manufacturing capabilities in customer discussions., • Develop accurate, competitive quotations for modular and engineered-to-order electrical systems., • Coordinate cross-functionally to define scope, BOMs, pricing, lead times, and risk., • Ensure proposals clearly document assumptions, exclusions, and compliance requirements, and meet commercial and technical standards., • Support standardized, scalable costing and proposal frameworks., • Qualify opportunities based on technical feasibility, delivery capacity, commercial fit, and compliance complexity., • Maintain accurate CRM records, bid tracking, and internal coordination for quotations and orders., • Support strategic pursuits through capture planning and sales enablement., • Partner with engineering, estimating, project management, procurement, and operations to ensure a smooth transition from sale to execution., • Participate in handoff meetings to confirm scope clarity, technical alignment, and delivery readiness., • Drive improvements in quote standardization, bid cycle time, and rework reduction., • Provide insight on market trends, pricing pressures, and competitive activity., • Maintain current knowledge of applicable electrical, building, and industry standards. Requirements • 3+ years in technical sales support, estimating, proposal engineering, application engineering, or design roles supporting one or more of the following:, • Utility or substation control buildings, • Modular E-Houses or power shelters, • Data center power distribution systems, • Switchgear, switchboards, and LV/MV equipment integration, • Prefabricated or engineered-to-order electrical systems, • Direct experience supporting quotations and estimating for engineered products is strongly preferred., • Working knowledge of NEC and electrical installation/clearance requirements, • Familiarity with UL and ANSI standards, • Familiarity with IBC and state building codes for modular enclosures, • Ability to interpret one-lines, GA drawings, load schedules, and equipment specifications, • Strong ability to build and validate BOMs, estimates, and data-driven quotation packages, • Proficient with Microsoft Office and structured costing tools, • Experience with CRM platforms (Salesforce preferred), • Ability to read and interpret technical drawings (AutoCAD, Inventor, or Revit exposure a plus), • Clear communicator who can translate technical scope into commercial terms, • Highly organized; able to manage multiple bids and priorities simultaneously, • Strong cross-functional collaborator across sales, engineering, procurement, and operations, • Electrical Engineering or Electrical Design (LV/MV power distribution systems, switchgear, system integration) or, • Experience supporting:, • Investor-Owned Utilities, Municipals, Co-Ops, or PUDs, • Hyperscale, colocation, or enterprise data centers, • Renewable EPC firms, • Knowledge of:, • Switchgear, switchboards, panelboards, MCCs, UPS distribution, ATS/STS systems, • Thermal and ventilation design for electrical enclosures, • NFPA 855 and battery energy storage systems (BESS), • Experience in engineered-to-order or modular manufacturing environments, • Medical, dental, vision, HSA, term life, AD&D, STD, LTD, • 100% medical premium paid for by Panelmatic for the employee-only level medical coverage, • 80% paid by Panelmatic and 20% paid by the employee on all other level medical coverage (i.e. employee plus child, employee plus spouse, family), • 401K Contributions matched at 100% up to 4%, • Scholarships, educational reimbursement, paid volunteerism, and paid personal and professional development provided, • PTO and paid holidays provided, • Career advancement opportunities, • Competitive wages

Job Description Company Overview: At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we're building a team of ambitious professionals who want more than just a jobthey want a career with impact. Position Overview: This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is requiredwe'll equip you with licensing, training, and hands-on mentorship to help you succeed from day one. In this role, you will: * Develop expertise in our supplemental health insurance products. * Meet with clients to identify needs and present tailored solutions. * Build lasting relationships with individuals, families, and local businesses. * Manage your progress using proven systems and tools, including Salesforce CRM. We're looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description We are seeking a motivated and self-disciplined individual eager to enter the competitive yet highly rewarding field of supplemental insurance sales. We provide comprehensive training and continuous support for both newcomers and seasoned sales professionals. This is an entry-level position, and while experience is not required, success in this role depends on a passion for helping people, a determined attitude, adaptability, and the ability to effectively overcome challenges. Position Overview: We will guide you through our well-established and reliable system for acquiring new business accounts. Throughout the training, you will develop the skills necessary to build meaningful connections with business owners, HR department heads, and key decision-makers. You will gain practical experience in delivering both individual and group presentations. Your clients and accounts will receive dedicated support, fostering long-term, dependable business relationships. All of this is accomplished while providing supplemental insurance products that significantly enhance the lives of your clients. Core Responsibilities: * Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities * Respond to client inquiries via phone, email, or text as needed * Schedule meetings with potential and existing clients to understand their insurance needs * Attend scheduled calls and meetings with your sales manager and team * Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients * Build and nurture your own client portfolio * Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself * Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week * Record daily work stats and sales activity updates at the end of each work day ADDITIONAL QUALIFICATIONS: * Pass a high-level pre-employment background check * Active Driver's License and reliable transportation * Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available) * Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS: * Comprehensive classroom and field training program * Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions * Health, dental, and vision benefits offered after 60-days of employment * Performance-based promotions * Control of your schedule based on results achieved rather than time worked * Continuing professional development classes, advanced sales trainings, and leadership development classes * Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort!

Job Description Alleviation is a leading provider of supplemental insurance products aimed at providing financial security and peace of mind to individuals and families. We specialize in offering a range of insurance plans designed to complement existing coverage and help fill gaps in healthcare expenses. With a commitment to exceptional customer service and comprehensive coverage options, we are dedicated to making a positive difference in the lives of our clients. Job Description: We are currently seeking motivated individuals to join our team. In this entry-level role, you will have the opportunity to learn about the insurance industry while honing your sales and customer service skills. As an Insurance Sales Representative, you will be responsible for prospecting, contacting, and meeting with potential clients to discuss their insurance needs and present them with personalized coverage options. This role offers a dynamic and fast-paced work environment where you will have the opportunity to make a meaningful impact on the lives of others. What Makes Someone Successful Here? * The ability to work through and overcome challenges. * An ability to manage your day and be effective & efficient with your workflow and schedule. You do not need or want someone to supervise or micromanage you throughout the workday. * Exceptional communication and presentation skills. You enjoy presenting or communicating in various environments and love talking to strangers and helping people open up to you. * Our top performers often share backgrounds as former college athletes, servers, small business owners, early starters, frequent travelers, and avid learners engaged in personal development activities. If you identify with any of these profiles, you could be an excellent fit for our team. Core Responsibilities: * Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities * Respond to client inquiries via phone, email, or text as needed * Schedule meetings with potential and existing clients to understand their insurance needs * Attend scheduled calls and meetings with your sales manager and team * Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients * Build and nurture your own client portfolio * Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself * Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week * Record daily work stats and sales activity updates at the end of each work day ADDITIONAL QUALIFICATIONS: * Pass a high-level pre-employment background check * Active Driver's License and reliable transportation * Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available) * Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS: * Comprehensive classroom and field training program * Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions * Health, dental, and vision benefits offered after 60-days of employment * Performance-based promotions * Control of your schedule based on results achieved rather than time worked * Continuing professional development classes, advanced sales trainings, and leadership development classes * Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort!

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Join Our Team at True North Group Position Title: Entry-Level Sales Representative Open Role: 1 Territory, Outside Sales Opportunity About Us: True North Group isn't just another insurance agency; We prioritize genuine relationships, outstanding service, and a positive work environment on a mission to protect small and mid-sized businesses and their employees. If you're eager to jumpstart a career where you can learn, grow, and make a difference, read on. The Role: As our newest Entry-Level Sales Representative, you'll be the face of True North in your assigned territory. You'll set your own appointments and craft a schedule that fits the rhythms of the local business community. Every day you'll: Engage with Business Owners: Visit storefronts, offices, and industrial parks to connect with decision-makers. Your goal is to understand their needs and introduce them to insurance solutions that protect their teams. Deliver Informative Presentations: Lead open-forum sessions for employee groups (anywhere from 15 to 75 people), explaining benefit packages in an easy-to-understand way. Provide Ongoing Support: From answering questions about coverage details to guiding clients through a claim, you'll become a trusted advisor who businesses rely on. Leverage Technology: Use Salesforce CRM to log client interactions, track follow-ups, and manage your pipelinekeeping everything organized and efficient. Prospect and Grow: Cold-call new prospects, follow up on leads, and ask satisfied customers for referrals. You'll be proactive, resourceful, and ready to explore every avenue to expand your book of business. Report and Collaborate: Share your weekly activity reportscalls made, meetings held, policies quotedwith your manager during team huddles. Your insights help us all improve. What we look for: Hungry to Learn: You might be new to sales, and that's perfectly fine. We'll train you from the ground up, so any drive to learn quickly will serve you well. People Person: You genuinely enjoy talking to others, asking questions, and listening carefully. Whether chatting one-on-one or speaking in front of a group, you communicate clearly and confidently. Organized & Self-Driven: Managing your own schedule in the field means you need strong organizational skills and a "get-it-done" mindset. Service-Oriented: You take pride in making others feel cared for. When a client has a concern or question, you're the one they trust to find answers. License-Ready: You either hold a Health & Life general lines license or are willing to get it within 90 days. Licensing reimbursement available. What We Offer You Hands-On Training: We combine virtual classrooms with in-field shadowing to teach you everythingfrom product knowledge to presentation best practices. Weekly Draw Pay: A guaranteed base while you build your territory, plus immediate eligibility for bonuses and commissions. Exciting Incentives: Quarterly incentive retreats, annual trips, cash bonuses, stock awards, and lifelong renewal commissions once you qualify. Climb the Ladder: Proven career paths awaitwhether you aspire to become a team leader, a field coach, or advance into agency management. Continuous Development: Regular coaching sessions, sales workshops, and leadership training help you stay sharp and elevate your game. Flexible Hours: As your client list grows, you'll have more control over your day. Work when local businesses are open and still enjoy evenings or weekends off. Additional Qualifications Education or Experience: A bachelor's degree is a plus, but if you've spent at least four years in a customer-facing environment (retail, hospitality, another sales role), we want to hear from you. Recent graduates are encouraged to apply. Tech Comfort: You're comfortable learning new softwareSalesforce and other digital tools come naturally to you. Motivation & Grit: You're coachable and thrive in a self-directed environment. Building a territory from scratch isn't easy, but the rewards are well worth it. Licensing Commitment:If you're not already licensed in Health & Life general lines, you commit to obtaining that license within three months. We take care of tuition and exam fees. How to Get Started Join True North Group, where you'll receive unwavering support, top-tier training, and the chance to build a career you can be proud of. If you're ready to roll up your sleeves, learn the ropes, and make a tangible difference in your community, this is your opportunity. We can't wait to see what you bring to the team!

Job Description Company Overview: At Executive Financial Partners, we're driven by excellence and grounded in purpose. Our mission is to equip high-performing individuals with the tools, training, and support needed to build meaningful careers. We foster a culture of ownership, growth, and servicewhere your personal drive aligns with a bigger impact. Role Summary: We are actively seeking disciplined, goal-oriented individuals who are ready to step into a high-impact role. This entry-level opportunity is ideal for those who are motivated by challenge, thrive in fast-paced environments, and are committed to personal and professional development. Prior sales experience is not requiredwe value resilience, integrity, and a willingness to learn. Position Overview: As a licensed insurance agent, you'll be responsible for managing your own book of business while building trusted relationships with clients. You'll meet with individuals and business owners to provide education and access to our supplemental insurance plans. We offer in-depth onboarding and ongoing mentorship to ensure your success in the field. Core Responsibilities: * Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. * Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. * Deliver engaging group presentations that clearly communicate the value and impact of our products. * Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. * Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications * Ability to pass a pre-employment background check * Valid driver's license and reliable transportation * Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) * Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth * 1099 independent contractor role (self-employed, not a W-2 employee) * 100% commission-based compensation with uncapped earnings * Optional weekly draw available * Monthly cash bonuses and quarterly stock bonuses * Incentive trips and vested renewal commissions * Performance-based promotions * Schedule flexibility based on resultsnot hours * Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people.

Job Description Job Title: Associate, (RTC) Research Tax Credit Location: Houston, TX (Hybrid: 3 days in office, 2 days remote) Department: Research & Development Reports to: Manager, RTC Employment Type: Full-Time Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions ABGI USA, a Group SNEF company, is not your typical advisory firm. We are a national leader in specialized tax advisory and finance talent solutions, trusted by CPAs, accounting firms, and businesses of all sizes. As part of a global network spanning 15 countries, we combine deep local expertise with international reach, delivering innovative, impactful solutions that fuel business growth and operational excellence across industries. At ABGI USA, we are redefining what it means to be a forward-thinking advisory firm. Our teams are made up of seasoned professionals and emerging talent, working together to solve complex challenges, drive measurable results, and deliver exceptional value to our clients. We believe that our people are our greatest asset, and we are committed to fostering a supportive, engaging, and empowering culture where collaboration, creativity, and excellence thrive. We prioritize employee development, growth, and well-being, offering competitive compensation, robust benefits, and a flexible, modern work environment designed to meet the needs of today’s finance and operations professionals. Here, your expertise, insight, and leadership are recognized, valued, and amplified. If you are a results-driven, strategic, and innovative professional who is ready to contribute to a dynamic, growth-focused organization, make a real impact, and shape the future of finance and advisory services, ABGI USA is the place for you. Join us and be part of a team that is transforming the industry and building a legacy of success. Summary: We are looking for an enthusiastic and detail-oriented Entry-Level Research Tax Credit (RTC) Associate to join our Houston-based team. Reporting to a Manager or Senior Manager, you will support R&D tax credit studies by gathering technical and financial data, preparing documentation, and learning the fundamentals of the RTC process. This position is ideal for someone with a passion for tax incentives, technical writing, and collaborative work in a professional services environment. Responsibilities: · • Establish a number of billable hours per month with support from leadership. · • Support project teams in delivering high-quality R&D tax credit studies. · • Assist with gathering technical and financial documentation from clients. · • Conduct preliminary analyses of confidential data under the guidance of senior team members. · • Document qualified activities in compliance with tax credit regulations. · • Support the preparation of the T661 tax form and related documentation. · • Collaborate with engineers, scientists, and finance professionals to understand client R&D activities. · • Track time and activities accurately in Salesforce CRM on a daily or weekly basis. · • Assist with drafting technical reports and ensuring data completeness. · • Learn and apply SR&ED guidelines and related regulations to project work. · • Engage in internal training to progress toward SME status. · • Contribute to team meetings, process improvements, and knowledge-sharing initiatives. · • Communicate with CRA and clients regarding project updates, under supervision. · • Support the invoicing and project closeout process as needed. Basic Qualifications: · • Minimum of 0–1 years of experience in R&D Tax Credit or tax incentive programs. · • Bachelor’s degree in business, accounting, economics, or a related field from an accredited university. · • Interest in building expertise in R&D tax credits and working with technical professionals. · • Strong research and communication skills, both written and verbal. · • Keen attention to detail and ability to manage tasks independently. · • Willingness to work in a hybrid environment and travel up to 25% as needed. Preferred Qualifications: · • Experience using Salesforce or similar CRM tools. · • Prior internship or entry-level experience in tax, accounting, or consulting. · • Exposure to SR&ED or other government incentive programs is a plus.