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The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). Provides financial analysis to and serve as support for system leadership, r

Financial Solutions Advisor II - Consumer Investments Nashville/Knoxville Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial

Financial Solutions Advisor - Nashville/Knoxville Market. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. At least three years' experien

Location: On site in Nashville, TN or Brentwood, TN Summary Develops new customer prospects and business with corporate healthcare companies, and manages a portfolio of corporate healthcare clients. Makes and services a wide variety of healthcare business to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Key Responsibilities Include • Maintains a client portfolio for the bank, • Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank, • Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank, • Work with Management to recognize client needs and matching the bank's capabilities to meet these needs, • Maintain a thorough knowledge of bank's lending policies and regulatory requirements, • Provide mentoring and training to other bank associates, • Maintain proper house-holding of relationships, • Continually upload financial information and client detail into central repository throughout the underwriting process., • Gather financials for new and renewal opportunities with clients., • Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process., • Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests., • Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter, • CRM and Under Writer work together to appropriately ensure accuracy of underwriting package, • Finalize term sheets to meet client and bank needs, • Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team, • Builds and maintains a portfolio mix of targeted high value and high potential clients., • Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value., • Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision, • Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed, • Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions, • Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy, • Bachelor (4-year college) degree; Masters degree preferred, • 6-8 years of experience or an equivalent combination of education and experience Benefit Highlights • Medical with wellness incentives, dental, and vision, • HSA with company match, • Maternity and parental leave, • Tuition reimbursement, • Mentor program, • 401(k) with 6% match, • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Location: Onsite at the location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. Weekly Scheduled Hours: Mon-Th 8-5, Fri 8-6, Sat 8:30-1:30 ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement : Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank., • Growth Focus : Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications., • Client-Centric Financial Advice : Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty., • Referrals : Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking., • Proactive Client Outreach : Conduct regular calls to clients and prospects to offer tailored financial solutions., • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed)., • Deliver excellent client experiences consistently and promptly resolve client issues effectively., • Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service., • Assist banking center management with "on the job training" of new associates., • Assist with dual control vault responsibilities and audit controls. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED), • 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement • All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position, • The assessment takes approximately 12-15 minutes to complete First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision, • HSA with company match, • Maternity and parental leave, • Tuition reimbursement, • Mentor program, • 401(k) with 6% match, • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

POSITION TITLE: Associate Director of Development - TN LOCATION: Memphis, Nashville, Knoxville, TN STATUS: Full Time, Salaried, Exempt PROGRAM: External Relations REPORTS TO: Senior Director of Fund Development INTRODUCTION: Volunteers of America Mid-States (VOA) is a non-profit organization spanning four states that creates positive change in the lives of individuals and communities through a ministry of service. We provide housing for families, veterans, and low-income seniors. We provide care and support for individuals with developmental disabilities, healing accountability that brings people together with restorative justice, and free HIV testing and education. When Volunteers of America was founded in 1896, "volunteer" referred to anyone who served others as a vocation through a commitment to a mission. Today, we are still staffed by paid, mission-driven professionals working to create positive change and build thriving communities. Flexibility, teamwork, and fun are some of the reasons our employees are proud to work at VOA! We offer a comprehensive benefits package to employees who meet eligibility requirements. BENEFITS: Volunteers of America Mid-States, offers a rich and robust benefits package the supports a healthy work life balance, which include the following: Health and Wellness Employee Assistance Plans (EAP) Health and Wellness Program Medical Coverage Dental Coverage Vision Coverage Flexible Spending Account Health Spending Account Short Term Disability MetLife Legal Plans Financial Wellbeing Competitive Compensation Packages Life Insurance (company paid) 403b retirement plan with company fund matching Employee discounts *Loan forgiveness options through federal programs (National Health Corp & Public Service Loan Forgiveness) *All company paid benefits and paid time off effective day one Work Culture Commitment Committee Justice Committee Integrity Committee Compassion Committee DE&I Committee Retention Committee Training & Development VOA LEAD Program- Leadership Development Program VOA University - Staff Development VOA Academy - Clinical Training and Development JOB SUMMARY AND QUALIFICATIONS: The Director of Development is responsible for all fundraising and community engagement activities for Volunteers of America in Tennessee. The director cultivates partnerships that build and sustain strategic relationships to support the mission of VOA Mid-States. WHAT YOU SHOULD HAVE: The successful candidate will have a bachelor's degree and five years of successful multi-faceted development experience including major gifts, special events, corporate relations, development of proposals, communications, and public relations. Excellent oral and written co1n1nunications skills; experience collaborating with volunteers and boards is a plus. Knowledge of Microsoft 365 and Raiser's Edge or similar CRM tools. RESPONSIBILITIES: 1. Plan and execute annual major gifts initiatives generating support from individuals, corporations, and foundations meeting agreed upon annual goals., 2. Plan and implement special events which include the annual golf tournament and fundraising dinner., 3. Research, identify, and cultivate new prospects and steward existing donors., 4. In partnership with the Marketing and Communications team manage external affairs: media relations, PR, and co1n1nunity relations activities., 5. Work with program managers in developing proposals to facilitate program support and expansion., 6. Recruit and support Tennessee Advisor Councils to assist in fundraising., 7. Work with program staff state-wide to support community engagement and fundraising efforts across the state., 8. Travel as needed to meet with RRS, staff, and Development and Communications Team., 9. Performance Quality Improvement (PQI) duties as assigned by supervision & PQI Committee. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Req ID: 343552 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a BPO Director to join our team. Position Summary: We are seeking a strategic and experienced Director of Compliance to lead our global BPO compliance function. This role oversees critical areas including anti-fraud, anti-money laundering (AML), privacy incident management, third-party administrator (TPA) licensing, and regulatory compliance across life, annuity, and health insurance products. The Director will manage a global team of compliance professionals, collaborate with internal leadership, and engage directly with clients to ensure robust compliance frameworks and practices. This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&D insurance, short- and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally required benefits. Pay for this role is : $132,000 Hours of Operation: M-F, 8AM CST to 5PM CST Basic Qualifications: • Bachelor's degree in Law, Business, Finance, or related field (JD or advanced degree preferred)., • 10 years of experience in compliance, with at least 5 years in a leadership role., • Proven experience in life insurance compliance and regulatory compliance., • Strong understanding of AML, fraud prevention, privacy regulations, and insurance licensing., • Exceptional interpersonal and communication skills., • Demonstrated ability to lead global teams and influence cross-functional stakeholders., • Certifications such as CCEP, CAMS, or similar., • Lead and develop a high-performing global compliance team, fostering a culture of support, integrity, accountability, and continuous improvement., • Provide strategic direction for compliance initiatives aligned with business goals, third-party administrator licensing, and regulatory requirements., • Coach and mentor junior team members, promoting professional growth and knowledge sharing., • Oversee regulatory compliance programs related to third-party administration requirements and life, annuity, and health insurance related requirements., • Monitor and interpret State and Federal regulatory changes, ensuring timely communication of necessary policy and procedural updates., • Manage relationships with clients and their compliance groups to ensure timely and accurate handling of regulatory changes and updates., • Oversee contract renewals with the Regulatory vendor, • Direct anti-fraud and AML teams to identify, investigate, and mitigate risks., • Ensure compliance with applicable laws and regulations related to financial crimes., • Work with team to develop and maintain robust fraud detection and prevention systems., • Lead the response to privacy incidents, ensuring appropriate investigation, documentation, and remediation., • Collaborate with legal and IT teams to ensure data protection and privacy compliance., • Oversee TPA licensing and TPA compliance across jurisdictions., • Work with TPA licensing partner to ensure proper documentation and license renewals, • Oversee contract renewals with the TPA licensing vendor., • Serve as compliance advisor to internal leadership and external clients., • Communicate complex regulatory requirements in a clear and actionable manner., • Represent the company in client meetings and audits. Remote Working and Technology Requirements To work remote, individuals must meet all the established Remote requirements including those pertaining to a home workspace and related technology. Technology • NTT DATA will provide a computer and headset for remote work., • Employees are responsible for the care and security of all equipment provided. They must return it immediately upon separation from the company following company protocols., • Failure to return equipment may result in collection actions and/or other consequences., • Individuals must provide their own high speed internet access with speeds at or above 50 Mbps., • A hard-wired ethernet connection is required. Wi-Fi, mobile, wireless and public internet connections are forbidden as are connections outside of one's personal dwelling or location. Technical Performance and Issue Tracking • Management monitors all technical issues and agent downtime. Consistent availability is critical to business operations., • Remote employees must adhere to all technical support procedures and protocols., • Chronic connectivity issues or recurring downtime that impede job performance, including internet outages, may result in the remote status changing to onsite. Remote Workspace Remote work demands a high degree of professionalism, self-discipline, and accountability. The following workspace standards are vital to delivering exceptional service. • Employees must have a dedicated, professional workspace conducive to servicing Customer Service customers with the same quality as an onsite environment., • The workspace must be a permanent, unencumbered location used daily for work., • Employees must work with minimal distractions that do not interfere with business operations or service delivery., • Ideally, the workspace is isolated from other household members and used exclusively for job duties., • Background noise, interruptions from people or pets, and other distractions must be kept to an absolute minimum to avoid disruptions to customer service., • Employees must work from the same location consistently unless prior approval is obtained., • If a change in work location is necessary:, • The new location must meet all Remote Workspace and Technology Requirements., • Notification to NTT DATA Management is required before relocating #INDBPO #LI-MIWS About NTT DATA NTT DATA is a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D. Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, . NTT DATA endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Nashville. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Job Description Company Overview This firm is a premier wealth management organization purpose-built to serve ultra high net worth individuals, family offices, and institutional clients. With a foundation rooted in independence, innovation, and deep financial expertise, the firm delivers highly customized wealth strategies designed to simplify the complexities of significant wealth. Advisors benefit from access to institutional-caliber resources, cutting-edge technology, and a collaborative environment that prioritizes client outcomes and long-term legacy planning. The firm is part of a broader financial group that oversees tens of billions in assets and is consistently recognized among the top RIA firms in the country. Position Overview They are seeking a highly motivated and client-focused Wealth Advisor to join our Nashville office. This role is ideal for professionals with 2-5 years of experience in financial advisory or private wealth management who are passionate about delivering sophisticated solutions to ultra high net worth individuals and families. The advisor will play a key role in deepening client relationships, developing tailored strategies, and contributing to the growth of the firm's UHNW client base. Key Responsibilities • Serve as a trusted advisor to UHNW clients, providing comprehensive financial guidance across investment management, estate planning, tax strategies, and philanthropic goals., • Collaborate with internal teams and external partners to deliver integrated wealth solutions., • Conduct in-depth discovery meetings to understand client objectives, values, and complex financial needs., • Develop and present customized financial plans and investment proposals., • Monitor client portfolios and proactively recommend adjustments based on market conditions and evolving client goals., • Maintain high-touch communication and ensure exceptional client service., • Bachelor's degree in Finance, Economics, Business, or a related field., • 2-5 years of experience in wealth management, private banking, or financial planning., • Strong understanding of investment products, estate planning concepts, and tax-efficient strategies., • Exceptional interpersonal and communication skills, with a consultative approach., • Proven ability to manage complex client relationships with discretion and professionalism.Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionCaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ and Accel, we empower high-growth companies like Netflix, Figma and Stripe with the flexibility and insights needed to drive revenue performance. Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management. About the RoleWe’re looking for a strategic and experienced Enterprise Customer Success Manager to serve as the trusted advisor to our largest and most complex global customers (typically 2,000+ employees and multi-million-dollar compensation programs). As an Enterprise CSM, you’ll own the full customer lifecycle — from onboarding and adoption through renewal and expansion. You’ll work cross-functionally with Sales, Product, Support, and Professional Services to align on business outcomes and influence product development with real-time feedback. You’ll partner with senior and executive stakeholders, utilizing structured planning to help them achieve long-term success. Job LocationThe candidate selected for this opportunity must reside near one of the following locations: Hybrid (in-office 3 days per week)- Austin, TX Remote- Raleigh, NC- Nashville, TN- Toronto, CanadaStrategic Partnership & Value Responsibilities • Build and execute multi-quarter success plans that directly link platform use cases and adoption milestones to measurable, quantifiable value for the customer., • Partner with executive stakeholders (C-suite, Finance, RevOps, HR) to align CaptivateIQ to their strategic initiatives and compensation strategy., • Lead business reviews and strategic planning sessions that tell a data-driven value story and influence renewal and expansion decisions., • Proactively manage and mitigate churn risk, surfacing solutions and driving alignment across internal teams(Product, Engineering, and Services), external stakeholders, and leadership levels.Enterprise Relationship Management Responsibilities, • Develop multi-threaded relationships across global and cross-functional customer teams - from compensation admins to CROs and CFOs., • Serve as a trusted advisor who can bridge business and technical discussions, guiding customers through complex workflows and integrations.Technical and Domain Expertise Responsibilities, • Only emails from @captivateiq.com should be trusted.We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:, • Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc., • Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology., • Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ., • Ask candidates to make a payment in order to be considered for a position., • Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc., • Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.Commercial Acumen Responsibilities, • Own full accountability for customer retention, expansion, and forecast accuracy within your portfolio, balancing customer advocacy with business objectives., • Negotiate and influence renewals and upsells that balance customer advocacy with business objectives., • Collaborate with Account Directors and leadership on renewal and expansion strategy, building business cases that link customer value to commercial impact.Requirements, • 7+ years of progressive experience in Customer Success or Account Management within a B2B SaaS; at least 3+ years managing large enterprise-level accounts ($100K+ ARR), • Proven success driving measurable customer outcomes, renewals, and expansions within large, global organizations., • Strong executive presence and consultative storytelling skills - able to frame technical and financial narratives for C-suite audiences (CFO, CRO, or RevOps) and senior stakeholders., • Demonstrated technical curiosity and comfort engaging in product architecture, integrations, and workflow automation (you don’t need to code, but you lean in to understand)., • Proficiency with account planning, forecasting, and value realization frameworks., • Bonus: experience in Sales Performance Management, Incentive Compensation, or RevOps technology.Benefits, • (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents, • Flexible vacation days and quarterly mental health days so you can recharge, • Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal), • Annual stipends for professional development and caretaking, • (US-ONLY) 401k plan to participate in and save towards the future, • Newest Apple products to help you do your best work, • Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talentNotice for Prospective Candidates, • Only emails from @captivateiq.com should be trusted.We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:, • Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc., • Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology., • Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ., • Ask candidates to make a payment in order to be considered for a position., • Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc., • Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made. The OTE range represents the minimum and maximum for this position across North America. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package.CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.

Job Description At Woods Financial Group, we are a leading brokerage that specializes in Life and Health Insurance sales, including Retirement solutions, we empower motivated individuals to take control of their careers and financial futures. As an insurance advisor, you will have the opportunity to work remotely, benefiting from a proven sales process and personalized mentorship from industry experts and a family-like culture where you can thrive while making a positive impact on the lives of others. Why you’ll love working with us… · Proven Sales System: Access warm leads—no cold calling or door knocking required. You will have the tools and support to confidently present policies that clients are already interested in. · Unlimited Growth Potential: Whether you choose part-time or full-time, our top agents earn between $1,000 and $10,000 (or more!) per month. · Mentorship & Coaching: Participate in ongoing training, webinars, and receive support from experienced agents to continuously enhance your skills. · Culture of Success: Join a collaborative team that prioritizes personal growth and helps each other achieve financial and professional goals. Choose between a Producer track and an Owner track to align with your ambitions. · Flexible & Remote: Enjoy the freedom to work from home or your local area, based on your preference. What You’ll Do… · Connect with Qualified Leads: Engage with potential clients who have expressed interest in life insurance options. · Present Solutions: Schedule and conduct appointments via phone or video conference to discuss coverage options and assist clients in selecting the best plans for their needs. · Build Relationships: Foster lasting connections with clients through exceptional service and personalized guidance. What We’re Looking For… · Strong Communicators: Comfortable engaging with clients, actively listening to their needs, and recommending suitable coverage options. · Highly Motivated Self-Starters: Goal-oriented and entrepreneurial individuals eager to develop their own business. · Coachable Team Players: Open to learning from mentors and valuing a supportive, collaborative environment. · Innovative Problem-Solvers: Enthusiastic about trying new approaches and reshaping your professional path. · YOU, ready to take control of your career and join a dynamic team? NOTE: Earnings and achievements will vary, they are contingent upon individual effort, coachability, and the implementation of our proven systems. Your success will be driven by the amount of dedication to success you put in and your ability to meet the expectations of clients in your chosen geographic areas. So, not all agents achieve the same results, and individual performance may vary based on several factors. No specific results are guaranteed.

Job DescriptionChief Operating Officer / Chief Financial Officer (COO/CFO)Location: Nashville, TN (On-site) Employment Type: Full-timeThe RoleWe’re looking for a proven operator and financial leader to join our executive team as COO/CFO. In this role, you’ll own the operating rhythm and financial foundation that enable Wealth Access to scale. You’ll lead Finance, Operations, and Legal while ensuring alignment across GTM, Product, and Engineering. This is a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.What You’ll Do • Lead Operational Excellence: Establish and manage the company’s operating rhythm, ensuring alignment across all functions to deliver on strategic objectives., • Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth., • Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency., • Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact., • Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes., • Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent.Who You Are, • A seasoned operator with experience as a COO, CFO, or senior executive in B2B SaaS or FinTech, ideally in a growth-stage environment., • Skilled in building and scaling organizations, with a strong foundation in financial management and operational excellence., • Deep knowledge of GAAP and ASC 606 revenue recognition, FP&A, and SaaS metrics., • Adept at driving cross-functional alignment and fostering collaboration across GTM, Product, and Engineering teams., • Comfortable balancing strategic vision with hands-on execution in a fast-paced, evolving business., • A strong communicator and leader who inspires trust, accountability, and high performance., • Based in Nashville and committed to an on-site leadership presence.Why Join Wealth Access, • Lead a high-growth fintech company redefining how banks and wealth firms use data., • Competitive compensation with potential equity participation., • Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.Our Values, • Lead with Insight, • Put People First, • Win TogetherCompensationCompensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions. About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month. Powered by JazzHR 358vHcErX4

Job Description Position Summary This is a strategic and hands-on role responsible for standing up PMO capabilities from the ground up, promoting a culture of project excellence, and aligning initiatives with corporate strategy. The Director of Program Management Office (PMO) will oversee a project portfolio spanning technology, operations, finance, business transformation, and enterprise initiatives. In this highly visible role, you will serve as a trusted advisor, influence stakeholders across all departments, and guide the evolution of the PMO into a strategic decision support function while promoting a culture of excellence and aligning initiatives with corporate strategy. Key Responsibilities PMO Establishment & Strategic Leadership Portfolio & Program Management Project Execution & Oversight Coaching & Capability Building Strategic Evolution of the PMO Qualifications Bachelor's degree in Business Administration, Technology, Finance, or related field (Master's preferred). 8+ years of progressive project and program management experience, including 3+ years leading a PMO or large-scale project function. Demonstrated experience standing up or maturing PMO capabilities in a matrixed environment. Experience leading both IT and business transformation initiatives. Strong understanding of hybrid delivery methodologies (Agile, Waterfall, DevOps). Proficient in Smartsheet or other project/portfolio management tools. PMP, PgMP, or PMI-ACP certification strongly preferred. Preferred Experience Financial services industry, preferably banking or credit union organizations Experience managing vendor or consultant-led projects Familiarity with strategic planning, enterprise PMO models, or decision support frameworks Must be able to pass a credit, criminal, and employment background check. Job Posted by ApplicantPro

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Training & development High-Earning Sales Opportunity: Insurance & Financial Services Representative Are you a motivated, competitive, and results-driven sales professional? Do you thrive on closing deals and building strong client relationships? If youre ready to take your sales career to the next level, we want you on our team. Why Join Us? Unlimited Earning Potential & Career Growth At our agency, we dont just offer a jobwe provide a lucrative career path in an environment where top performers thrive. Heres what you can expect: • Uncapped Commissions & Bonuses Competitive base salary plus a highly rewarding commission structure that directly reflects your success. Your potential is limitless., • Fast-Track Career Growth Industry-leading training programs and mentorship to sharpen your sales skills and accelerate advancement., • Winning Culture Work with driven, high-energy professionals who celebrate success and support each others growth., • Flexible Work Schedule Achieve work-life balance while maximizing your income with a schedule that fits your lifestyle., • In-Demand Industry Insurance and financial services are essential, recession-proof industries where skilled sales professionals consistently thrive. Your Role: Dominate in Sales & Build a Lasting Career As an Insurance & Financial Services Representative, you will: • Drive New Business Proactively identify and pursue high-value sales opportunities., • Close Deals Like a Pro Master the art of selling tailored insurance and financial solutions that protect clients and secure their future., • Build Lasting Relationships Serve as the trusted advisor clients rely on for financial security., • Leverage Cutting-Edge Sales Tools Utilize modern technology to generate leads, track performance, and accelerate success., • Contribute to a Winning Team Share insights, collaborate on sales strategies, and celebrate achievements. Who Thrives Here? High-Performers Who: • Are motivated by the thrill of sales and have a relentless drive to exceed targets., • Possess strong communication skills and can connect with clients effortlessly., • Think fast, solve problems, and adapt to challenges with ease., • Are self-motivated, competitive, and eager to be a top earner., • Bonus: Bilingual candidates have an advantage in reaching diverse clients. Ready to Skyrocket Your Sales Career? Lets Talk If youre hungry for success, apply today. We will reach out quickly to discuss how you can become part of our high-performance sales team. Your future in sales starts now.

Job DescriptionVP of Client SuccessLocation: Nashville, TN (On-site) Employment Type: Full-timeAbout Wealth AccessWealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.The RoleWe’re seeking an experienced and energetic VP of Client Success to transform how we engage and grow our client relationships. This is a player-coach role: you’ll personally manage key accounts while leading the team responsible for adoption, retention, and expansion across our client base. Your mission is to elevate Client Success from reactive support to a proactive, strategic function that drives measurable outcomes for clients and for Wealth Access. You’ll own renewals and expansion, champion the voice of the customer, and partner closely with Sales, Product, and Implementations to deliver exceptional client experiences. This is a high-impact leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with hands-on execution. You’ll shape the future of Client Success at Wealth Access and play a critical role in our long-term growth strategy.What You’ll Do • Lead Client Success Strategy: Elevate the function from reactive support to a proactive, growth-oriented team focused on client outcomes., • Own Renewals and Expansion: Drive retention (GRR) and growth (NRR) by ensuring clients realize full value from Wealth Access., • Champion Adoption and Engagement: Develop programs that accelerate time-to-value and deepen product usage across client organizations., • Build Executive Relationships: Serve as a trusted advisor to senior client stakeholders, personally managing key accounts as a player-coach., • Voice of the Customer: Capture client feedback and partner with Product, Sales, and Implementations to influence roadmap and experience improvements., • Lead and Inspire the Team: Mentor and develop team members, fostering a culture of accountability, collaboration, and energy., • Measure and Improve: Define success metrics (adoption, retention, NPS) and implement processes to track and report progress.Who You Are, • Experienced leader in B2B SaaS or FinTech with a track record of driving client outcomes and team performance., • Skilled in managing renewals, expansion, and strategic account growth., • Comfortable engaging with senior client stakeholders and managing executive relationships., • Understands data flows and integrations at a conceptual level (e.g., digital banking cores, custodians, APIs)., • Proven ability to lead and inspire teams, foster culture, and drive accountability., • Player-coach mindset: willing to manage key accounts while leading the broader team., • Based in the Nashville metropolitan area and committed to an on-site leadership presence.Why Join Wealth AccessLead a high-growth fintech company redefining how banks and wealth firms use data. Competitive compensation with potential equity participation. Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.Our Values, • Lead with Insight, • Put People First Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month. Powered by JazzHR yQug0JHCCb

Job DescriptionJob title: Associate Sales Representative Company Overview A leading privately held risk management and insurance consulting firm is expanding its national team and seeking entrepreneurial professionals to lead business development efforts and drive continued revenue growth. The firm provides comprehensive advisory services across risk management, employee benefits, and insurance brokerage for organizations of all sizes - from middle-market companies to Fortune 2000 clients. Privately owned and independently operated, the company empowers its people to operate like business owners, supported by world-class service teams, cutting-edge resources, and a collaborative culture that rewards initiative and results.Position Summary The Associate Sales Representative will be responsible for identifying, originating, and closing new business opportunities while managing client relationships over the long term. Producers are empowered to build their own book of business without geographic restrictions or capped compensation - combining the autonomy of entrepreneurship with the backing of an industry leader. This position is ideal for professionals who are driven by results, energized by relationship-building, and looking to develop a meaningful career in a high-performance, client-focused environment.Key Responsibilities Sales & Business Development • Develop a deep understanding of the firm’s full suite of services, systems, and differentiators (comprehensive training provided)., • Identify, target, and engage potential clients through networking, referrals, and direct outreach., • Build relationships with C-level executives and decision-makers across industries., • Align technical resources and internal expertise with client needs to deliver customized solutions., • Create and execute a business plan with defined market strategies, production goals, and growth objectives., • Develop a specialization within an industry or service line to establish thought leadership., • Continuously assess and refine business development strategies to ensure sustainable growth.Client Relationship Management, • Serve as a trusted advisor to clients by understanding their business challenges and delivering tailored solutions., • Oversee the delivery of services in collaboration with dedicated support teams to ensure exceptional client satisfaction., • Bachelor’s degree required., • Minimum 2–5 years of B2B sales or business development experience with a strong record of achievement., • Experience selling professional or consultative services to sophisticated business clients preferred., • Proven success engaging with and presenting to C-level executives., • Strong business and financial acumen; ability to translate technical and operational concepts into executive-level insights., • Prior experience in consulting, insurance, healthcare, or technology sales is a plus., • Preferred: Licensed in Property, Casualty, Life, or Health.Personal Characteristics, • Entrepreneurial, proactive, and results-driven - thrives in a self-directed environment., • Strong relationship builder who earns trust through credibility, integrity, and follow-through., • Excellent communication and presentation skills, both written and verbal., • Energetic, motivated, and resilient, • High level of professionalism, integrity, and commitment to client success.Compensation & Benefits, • Competitive total compensation package, • Comprehensive benefits package and professional development support., • Laptop, technology tools, and resources provided. If we have an interest in speaking with you further, we will email a request for a video interview. Sometimes these emails end up in spam/junk so please make sure you are checking them periodically; the sending domain will be @applytojob.com. Thank you for your interest in Rep-Lite and good luck in your search! ***“Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Powered by JazzHR JAfcIgHmAQ

Job DescriptionWho You Are You're a collaborative professional, driven by the potential to make a meaningful impact in healthcare. The challenges of healthcare don't deter you—instead, you see them as opportunities to find innovative solutions that benefit the partners, people, and communities we serve. Honest Health's commitment to purpose, innovation, communities, and kindness resonates with you, inspiring you to bring commitment, creativity, and compassion into your work. You're ready to join a team focused on reimagining primary care for a healthier future that benefits all. Does this sound like you? If so, we should talk. Who We Are At Honest Health, we believe in purpose and partnership to lead the transformation in primary care. Our team of healthcare experts and clinicians collaborates with a range of stakeholders—from health systems, physician organizations, and payers to providers, practices, and patients — to deliver innovative solutions that elevate care, control costs, and support long-term health. Guided by our core values, we're creating a value-driven model that creates lasting benefits for everyone, now and into the future. For us, that's just an Honest day's work. Your Role The Talent Acquisition Partner will deliver best-in-class recruiting support across the organization. This role will manage the full recruitment lifecycle while also serving as a consultant and advisor to hiring managers, ensuring a seamless candidate and hiring manager experience. The Talent Acquisition Partner will source, interview, and close top talent while also training hiring managers, optimizing recruiting processes, and supporting strategic talent initiatives. By combining strong business acumen with deep recruiting expertise, the Talent Solutions Partner will play a key role in attracting and selecting the best talent to drive Honest's success. Primary Functions of the Talent Acquisition Partner Include: • Manage the end-to-end recruitment process for assigned positions by leading intake meetings to understand hiring needs, building and executing sourcing strategies, reviewing resumes, conducting interviews, assessing candidate fit, facilitating hiring team discussions, and ensuring timely movement through each stage of the process., • Present, negotiate, and finalize job offers with candidates. Clearly communicate compensation, benefits, and other employment components., • Act as a trusted consultant to hiring managers by providing talent market insights while guiding them improving interview effectiveness and making informed, timely hiring decisions., • Develop and deliver training content to hiring managers on interviewing, selection, and candidate experience. May also assist in training other Talent Solutions Partners., • Review and refine recruiting practices to ensure efficiency, consistency, and alignment with company values and compliance requirements., • Track, analyze, and act on recruiting metrics to identify trends, address challenges, and drive continuous improvement., • Build strong relationships with business leaders to deeply understand organizational goals, workforce needs, and the unique requirements of each role., • Research, recommend, and implement recruiting best practices that enhance Honest's ability to attract, engage, and hire top talent., • Ensure a high-quality candidate experience throughout every stage of the recruiting process., • Follow established standards, policies, and procedures to ensure fairness, consistency, and compliance in all hiring practices., • Perform other related responsibilities as assigned. How You Qualify You reviewed the Who You Are section of this job posting and immediately felt the need to read on. This makes you a match for our innovative culture. You accept things change quickly in a startup environment and are willing to pivot quickly on priorities. • High school diploma required; bachelor's degree in Human Resources, Business Administration, or related field preferred, • 3+ years of experience in full-cycle recruiting in a corporate environment required, • Prior recruitment experience in healthcare setting is preferred, • Proven ability to build strong partnerships with hiring managers and business leaders at all levels, • Strong understanding of compensation components, benefits programs, and the ability to educate candidates on total rewards, • Demonstrated success optimizing recruiting practices, processes, and tools, • Proficiency with applicant tracking systems (ATS) and sourcing platforms, • Excellent communication, influencing, and negotiation skills, • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment, • Data-driven mindset with the ability to analyze metrics and translate insights into action plans, • Knowledge of employment law and compliance standards related to recruiting and hiring The base pay range for this role is $84,200.00 - $96,800.00. Compensation takes into account several factors including but not limited to a candidate's experience, education, skills, licensure and certifications, and organizational needs. Base pay is just one piece of the total rewards program offered by Honest. Eligible roles also qualify for short-term incentives and a comprehensive benefits package. How You are Supported Full time team members may be eligible for: Competitive Compensation • Attractive base salary with performance-based bonuses and rewards, • Flexible health, dental, and vision insurance options tailored to your needs, • Company contribution towards health savings accounts (HSA) for high-deductible health plan (HDHP) participants, • 100% company-paid short-term disability and life insurance, • Generous paid time off, including vacation, sick leave, and paid holidays annually, • Two paid volunteer days to support causes you're passionate about, • Robust onboarding program and ongoing training opportunities, • Paid parental leave for new parents, • Dependent care flexible spending accounts, • Work alongside professionals who share your commitment to Honest's high-quality, value-based care model, • Team member recognition programs Honest Health is committed to ensuring fairness, opportunity, strong teams, and full integration of team members into the organization. We take proactive steps to ensure all applicants are considered for employment based on merit, without regard to race, color, religion, sex, national origin, disability, Veteran status, or other legally-protected characteristics. Honest Health is committed to working with and providing reasonable accommodations to job applicants with physical or mental disabilities. Applicants with a disability who require a reasonable accommodation for any part of the application or hiring process should email for assistance. Reasonable accommodation will be determined on a case-by-case basis. Honest Health values a secure and transparent recruitment process. We contact candidates through our official recruiting platform, email, or text message. When working directly with candidates, Honest Health will always use an HonestHealth.com email address. Our hiring process includes a live phone call or in-person interview before any formal offer is extended. To safeguard your personal information, Honest Health will never ask for confidential details—such as social security numbers, bank accounts, or routing numbers—before making a formal offer. We will also never request financial transactions, PINs, passwords, or security access details through email, text, Venmo, or any social media platform. We encourage all candidates to verify the contact information of individuals they interact with during the recruitment process. If you have any questions about the authenticity of a communication, please reach out to our team at .

Job DescriptionSalary: $45K-$55K Title: Mid-Market Account Executive About the Role After completing our 3-6 month training program with our Sales Trainer, you will take complete ownership of building your own book with new and or existing shipper partners. You will represent TransLoop as the main point of contact. The definitive goals in this position are to build trust, leverage TransLoops technology, carrier network and top talent to identify opportunities for new and continued partnerships with shippers, nationwide. This position will take a well-organized self-starter and all-around sales beast. We are on a mission to build the most elite sales team in the logistics industry and are always interested in bringing on top talent. This is a high-impact role for TransLoop. The success of this role will have a material impact on our business and the future growth of TransLoop. What You'll Do * Develop new and grow existing customer relationships lead generation and prospective * Build deep pipeline and qualify them as leads * Identify opportunities to improve our offerings, value proposition, and sales cadence * Leverage our leading tech platform * Design/Implement selling proposition to onboard new customers * Identify and build new sales processes * Give exceptional customer service every day What You'll Need * Relevant supply chain, sales or customer service experience * Logistics experience preferred, but not required * Exemplify a proven track record of high performance * Strong writing and speaking skills Bonus Points * Supply chain, logistics or sales-related degree * You have experience selling in 3PL, Transportation, or Tech * Experience in pharmaceutical, professional sports or any other sales role Enjoy the good life: TransLoop wants you to love where you work so we offer * Competitive compensation * Uncapped pay & competitive salaries * Medical, dental, and vision coverage (50% paid by TransLoop) * Personal financial advisor * Wellness Days About TransLoop Imagine working at a logistics company where all team members were supportive, had industry experience and the technology offerings did not look like an excel sheet Imagine having free rein on all shippers in the country and not being tied down because your company saturated the entire market Imagine carriers and shippers actually wanting to work with you Imagine all drivers tracking in real-time, eliminating annoying check calls and issues like finding out a carrier isnt going to pick up a load because he did not answer his phone. Welcome to TransLoop, a much better logistics company TransLoop is a modern digital freight network revolutionizing logistics for shippers and carriers of all sizes. The team pairs cutting-edge technology with white-glove service to deliver unparalleled transparency, industry-leading reliability, constant innovation, and real-time collaboration with every shipment. Transloop is proud to be an Equal Employment Opportunity and Affirmative Action employer. We prohibit discrimination and or/harassment of any type, including but not limited to discrimination and or harassment based upon race, religion, religious creed, color, national origin, ancestry, citizenship, sex, sexual orientation, gender, gender identity, gender expression, age, pregnancy or relation medical conditions, childbirth, breastfeeding, parental status, veteran and/or military statue, disability (physical or mental) medical condition, genetic information or characteristics, political affiliation, domestic violence survivor status, marital status, or other characteristics prohibited by federal, state, or local law. Additionally, Transloop participates in the E-Verify program in all locations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job DescriptionSalary: $55K-$70K Title: Enterprise Account Executive About the Role After successful completion of our training program with the founding sales team, you will take complete ownership of building your own book with new and or existing shipper partners. You will represent TransLoop as the main point of contact. The definitive goals in this position are to build trust, sell TransLoops Technology, our carrier capacity and identify opportunities for new and continued partnerships with shippers, nationwide. This position will take a self-starter and well-organized individual. We are on a mission to build the most elite sales team in the logistics industry, and we want to talk to you. This is a high-impact role for TransLoop. The success of this role will have a material impact on our business and the future growth of TransLoop. This unique opportunity needs to come with a background in the logistics industry. What You'll Do • Sell the TransLoop technology platform along with selling our truck capacity to new and existing shipping partners., • Build a long-term partnership with shipper partners., • Negotiate pricing with shippers and carriers, • Sell and close new and existing shipper partners on TransLoops services, • Identify opportunities to improve our offering, value proposition, and sales cadence, • Work directly with our sales team to ensure alignment and success of new accounts and your personal success, • Manage daily shipments, resolving issues, to ensure pickup and delivery is on time, 24/7/365, • Attend and participate in trade shows, conferences, and industry events, • Travel for client meetings and engagements (Less than 10%) What You'll Need • Minimum of 2+ years of experience at a logistics firm, • Proven track record of managing accounts and being a high performer, • Experience in managing high volume and multi-faceted accounts, • Strong writing and speaking skills, • The ability to work with the latest technologies, • Ability to provide great customer service, • Balanced attention to detail with rapid execution Bonus Points • You have experience selling in 3PL, Transportation, or Tech, • Existing book of business Enjoy the good life: TransLoop wants you to love where you work so we offer: • Competitive compensation, • Uncapped commissions, • Medical, dental, and vision Insurance, • Personal financial advisor, • Unlimited coffee bar & cold brew keg, • Wellness Days and annual Wellness Credit, • Commuter Benefits, • 401K (Starts on Day 1!) About TransLoop Imagine working at a logistics company where all team members were supportive, had industry experience and the technology offerings did not look like an excel sheet Imagine having free rein on all shippers in the country and not being tied down because your company saturated the entire market Imagine carriers and shippers actually wanting to work with you Imagine all drivers tracking in real-time, eliminating annoying check calls and issues like finding out a carrier isnt going to pick up a load because he did not answer his phone. Welcome to TransLoop, a much better logistics company. TransLoop is a modern digital freight network revolutionizing logistics for shippers and carriers of all sizes. The team pairs cutting-edge technology with white-glove service to deliver unparalleled transparency, industry-leading reliability, constant innovation, and real-time collaboration with every shipment. TransLoop is proud to be an Equal Employment Opportunity and Affirmative Action employer. We prohibit discrimination and or/harassment of any type, including but not limited to discrimination and or harassment based upon race, religion, religious creed, color, national origin, ancestry, citizenship, sex, sexual orientation, gender, gender identity, gender expression, age, pregnancy or relation medical conditions, childbirth, breastfeeding, parental status, veteran and/or military statue, disability (physical or mental) medical condition, genetic information or characteristics, political affiliation, domestic violence survivor status, marital status, or other characteristics prohibited by federal, state, or local law. Additionally, Transloop participates in the E-Verify program in all locations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Description Customer Success Associate Remote | Client Services | Full-Time WHO WE ARE Headquartered in Nashville, Tenn., Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand. At Ncontracts, you'll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We're seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives. THE ROLE The Customer Success Associate will play a crucial role in managing strategic relationships by being the customer’s trusted advisor for their assigned book of business. They will focus on driving positive business outcomes across all Ncontracts solutions which will ultimately lead to revenue retention and identification of expansion opportunities. The CS Associate will partner with the customer to understand their key business objectives by having a scheduled cadence of engagements which will include executive level Business Reviews. YOU WILL • Manage a portfolio of Growth clients in their post-sales customer journey including kickoff, adoption, renewals, and advocacy., • Drive business process recommendations to accelerate the adoption, retention expansion and value achievement while identifying and resolving risk., • Stay on top of evolving product/service offerings for Ncontracts clients., • Work cross-functionally with Product, Sales, Support and others; facilitate conversations to help drive outcomes., • Track & monitor customer base and collaborate with account team on growth and upsell opportunities., • Prepare and deliver Business Reviews effectively and strategically., • Develop a working knowledge of our SaaS software solutions and related services., • Develop a generalized understanding of our typical customer’s business and the outcomes they look to achieve with our solutions., • Develop a working knowledge of the market and environment in which our customers operate. YOU BRING • 2+ years of proven experience in Customer Success, Account Management, Business Development, or another client-facing role, • Experience in working with complex, multi-divisional, multi-geographical customers, • Experience developing relationships with customer C-Suite, • Demonstrated ability to influence and/or affect change, • Analytical both quantitatively and qualitatively: must be comfortable with PowerPoint, Excel, Word and willing to learn new programs., • Expert at juggling dozens of competing demands and managing limited time., • Team-oriented and results driven to get things done for our customers., • Passionate about building a great company and a great product., • Intellectually curious, adaptable, catalyst, • Ideal team player: hungry, humble, smart, • A fun, fast-paced work environment, • Responsible PTO Plan that meets or exceeds state and local medical and family leave laws, • 11 paid holidays, • Community and social events to keep you connected and engaged, • Mental Health Benefits, • Medical, Dental and Vision insurance, • Company-paid Group Life Insurance, Short- and Long-Term Disability, • Flexible Spending Account & Health Savings Account, • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice, • Pet Insurance, • 401 (k) with company match with eligibility on Day 1 of employment, • 2 Paid Volunteer Time Off Days, • And much more! Compensation Information Pursuant to state and local law disclosure requirements, the pay range for this role, with final offer amount dependent on education, skills, experience and location is $55,000 to $70,000 per year. This position may be eligible for an annual discretionary incentive award. The incentive award amount is dependent upon company performance and your personal performance and is not guaranteed. AAP/EEO Statement Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Powered by JazzHR EQHMrKEGlK

Job Description Enterprise Customer Success Manager Remote | Client Services | Full-Time WHO WE ARE Headquartered in Nashville, Tenn., Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand. At Ncontracts, you'll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We're seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives. THE ROLE The Enterprise Customer Success Manager will be managing Enterprise and select Strategic customer relationships, serving as a trusted advisor for their assigned portfolio. This role is focused on driving meaningful business outcomes across all Ncontracts solutions, ultimately ensuring revenue retention and uncovering expansion opportunities. By maintaining a structured cadence of engagement, including executive-level Business Reviews, the Enterprise CSM will collaborate closely with customers to understand their key objectives and support their long-term success. YOU WILL • Manage a portfolio of Enterprise & Strategic clients in their post-sales customer journey including kickoff, adoption, renewals, and advocacy., • Drive business process recommendations to accelerate the adoption, retention, expansion, and value achievement while identifying and resolving risk., • Stay on top of evolving product/service offerings for high-touch Enterprise and Strategic level clients., • Work cross-functionally with Product, Sales, Support and others; facilitate conversations to help drive outcomes., • Track & monitor customer base and collaborate with account team on growth and expansion opportunities., • Prepare and deliver Business Reviews effectively and strategically., • Develop an advanced knowledge of our SaaS software solutions and related services., • Develop a generalized understanding of our typical customer’s business and the outcomes they look to achieve with our solutions., • Develop a specific working knowledge of named customer’s business and the outcomes they look to achieve with our solutions., • Develop a working knowledge of the market and environment in which our customers operate. THE ESSENTIALS • 5+ years of proven experience in Customer Success, Account Management, Business Development, or another senior level client-facing role at a SaaS organization, • Experience in working with complex, multi-divisional, multi-geographical customers, • Experience developing relationships with customer C-Suite, • Demonstrated ability to influence and/or affect change, • Analytical both quantitatively and qualitatively: must be comfortable with PowerPoint, Excel, Word and willing to learn new programs., • Expert at juggling dozens of competing demands and managing limited time., • Team-oriented and results driven to get things done for our customers., • Proven track record of being a strategic Customer Success Manager, • Passionate about building a great company and a great product., • Intellectually curious, adaptable, catalyst, • Ideal team player: hungry, humble, smart, • A fun, fast-paced work environment, • Responsible PTO Plan that meets or exceeds state and local medical and family leave laws, • 11 paid holidays, • Community and social events to keep you connected and engaged, • Mental Health Benefits, • Medical, Dental and Vision insurance, • Company-paid Group Life Insurance, Short- and Long-Term Disability, • Flexible Spending Account & Health Savings Account, • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice, • Pet Insurance, • 401 (k) with company match with eligibility on Day 1 of employment, • 2 Paid Volunteer Time Off Days, • And much more! Compensation Information Pursuant to state and local law disclosure requirements, the pay range for this role, with final offer amount dependent on education, skills, experience and location is $85,000 to $100,000 per year. This position may be eligible for an annual discretionary incentive award. The incentive award amount is dependent upon company performance and your personal performance and is not guaranteed. AAP/EEO Statement Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Powered by JazzHR rXZ0c6xetA

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development High-Earning Sales Opportunity: Insurance & Financial Services Representative Are you a motivated, competitive, and results-driven sales professional? Do you thrive on closing deals and building strong client relationships? If youre ready to take your sales career to the next level, we want you on our team. Why Join Us? Unlimited Earning Potential & Career Growth At our agency, we dont just offer a jobwe provide a lucrative career path in an environment where top performers thrive. Heres what you can expect: • Uncapped Commissions & Bonuses Competitive base salary plus a highly rewarding commission structure that directly reflects your success. Your potential is limitless., • Fast-Track Career Growth Industry-leading training programs and mentorship to sharpen your sales skills and accelerate advancement., • Winning Culture Work with driven, high-energy professionals who celebrate success and support each others growth., • Flexible Work Schedule Achieve work-life balance while maximizing your income with a schedule that fits your lifestyle., • In-Demand Industry Insurance and financial services are essential, recession-proof industries where skilled sales professionals consistently thrive. Your Role: Dominate in Sales & Build a Lasting Career As an Insurance & Financial Services Representative, you will: • Drive New Business Proactively identify and pursue high-value sales opportunities., • Close Deals Like a Pro Master the art of selling tailored insurance and financial solutions that protect clients and secure their future., • Build Lasting Relationships Serve as the trusted advisor clients rely on for financial security., • Leverage Cutting-Edge Sales Tools Utilize modern technology to generate leads, track performance, and accelerate success., • Contribute to a Winning Team Share insights, collaborate on sales strategies, and celebrate achievements. Who Thrives Here? High-Performers Who: • Are motivated by the thrill of sales and have a relentless drive to exceed targets., • Possess strong communication skills and can connect with clients effortlessly., • Think fast, solve problems, and adapt to challenges with ease., • Are self-motivated, competitive, and eager to be a top earner., • Bonus: Bilingual candidates have an advantage in reaching diverse clients. Ready to Skyrocket Your Sales Career? Lets Talk If youre hungry for success, apply today. We will reach out quickly to discuss how you can become part of our high-performance sales team. Your future in sales starts now. Compensation: $45,000.00 - $65,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Nashville, TN and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance

Job Description Company Overview: The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach. Position Summary: We’re seeking a tech-savvy, detail-loving, and energetic Client Services Coordinator / Administrative Assistant to join our Nashville team. This is a career-building role in financial services with mentorship, licensing support, and a clear growth path. What You’ll Do: • Support client onboarding and maintain/update financial “blueprints”, • Assist with policyholder service (premium tracking, death claims, investment account servicing), • Help coordinate 401(k) enrollment prep and plan sponsor communications, • Manage CRM data, track licenses, and prepare meeting materials, • Assist with marketing initiatives, newsletters, social media scheduling, and website updates, • Pitch in on office operations like phones, mail, and supply management (team effort!) Qualifications: • Bachelor’s degree or 2–3 years office experience (financial services a plus but not required), • Strong tech skills (Microsoft 365, CRM systems, social media), • Excellent organizational skills and attention to detail, • Positive, energetic attitude with willingness to learn Salary & Benefits: • $50,000–$75,000 base plus annual bonus potential, based upon experience, • 401(k) with company match, • Paid time off & holidays, • Professional development and licensing support Why Join Us: • Mentorship from experienced advisors and operations leaders, • Opportunity to move into Client Services, Operations Manager, or Advisor track, • Collaborative, award-winning culture If you’re ready to launch your career in financial services with a nationally recognized, award-winning firm, we’d love to hear from you. Click “Apply” to submit your resume and cover letter to take the first step toward joining our team. Company DescriptionCelebrating almost 40 years in business, The R.O.W. Group team changes peoples lives by assisting our clients with their Responsibility of Wealth (R.O.W.). The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach. To be successful at The R.O.W. Group you will need to be self-driven, self-motivated and have a hunger to win. We will teach you methods and you will learn from the most accomplished planners in the city. We give our team the tools to be successful.Celebrating almost 40 years in business, The R.O.W. Group team changes peoples lives by assisting our clients with their Responsibility of Wealth (R.O.W.). The R.O.W. Group has been recognized as one of Nashville’s Best Places to Work for five consecutive years by the Nashville Business Journal and honored as one of the Best & Brightest Companies to Work For in the Nation. We’re a boutique financial planning and wealth management firm known for our collaborative culture, innovative thinking, and client-first approach.\n\nTo be successful at The R.O.W. Group you will need to be self-driven, self-motivated and have a hunger to win. We will teach you methods and you will learn from the most accomplished planners in the city. We give our team the tools to be successful.

Job Description Account Executive - Financial Services Remote | Sales | Full-Time WHO WE ARE Headquartered in Nashville, Tenn., Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand. At Ncontracts, you'll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We're seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives. THE ROLE We are currently seeking an experienced Account Executive to join our growing Sales Team! You will have 5+ years of software sales experience specifically selling to Wealth Management firms, RIAs, broker-dealers, and Fintech companies. In this role, you will be a hands-on direct sales executive with a specified territory within the United States, interfacing with key VP and C-Suite decision-makers including CTOs and CIOs at wealth management and fintech organizations. You'll utilize a consultative and collaborative selling approach, demonstrating deep knowledge of wealth management operations, advisor workflows, and fintech integration challenges. You will be focused on driving deep engagement at your accounts to understand their approach to Vendor Management, Risk Management, Compliance, and how technology solutions can enhance client service and portfolio management capabilities. Success in this role requires experience navigating complex buying committees within the wealth management ecosystem and articulating ROI to both technical and business stakeholders. It will be your job to find opportunities and ultimately sell the right product, to the right customer at the right time. YOU WILL • Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial services companies., • Lead well-informed and consultative meetings with senior level executives at financial services companies, demonstrating the business value of our products resulting in incremental revenue growth., • Develop and execute strategies to grow a pipeline of deals within a territory, working to grow our organizational revenue., • Manage qualified opportunities through all stages of the funnel from sell-in to contracting and onboarding, leveraging key stakeholders across the organization to successfully win new business., • Demonstrate exceptional CRM (Salesforce.com, Gong, etc.) hygiene to provide up to date and accurate ongoing forecasts, • Set initiatives for yourself along with your Business Development Representative that include targeting existing and new financial services companies to generate opportunities., • Prepare sales proposals, using independent judgment and discretion to determine services, based on client needs, to highlight for prospective clients during demonstrations, • Set and conduct in-person meetings with VP and C-level executives, successfully articulating and communicating solution value, and managing the complete sales cycle., • Grow revenue within new and existing accounts by identifying sales opportunities and successfully seeing them through the contracting process using your independent judgement and discretion., • Consistently achieve or exceed the target sales projections., • Demonstrate our core values in how you work (results, collaboration, and delivering excellence), contributing to our employer brand as a “best place to work” YOU BRING • Success as a self-motivated, results and data-driven, sales representative, with 5+ years of SaaS sales experience, • Excellent verbal and written communication skills, particularly with sales messaging, with a proven ability to effectively make outbound cold calls to prospects and existing customers., • Persuasive in dynamic situations; actively listening and gaining clarification, responding well to questions in real time and demonstrating exceptional group presentation skills, • Experience selling into or providing services to financial institutions and/or services companies, • Experience selling SaaS software solutions, • Domain experience with GRC (Governance, Risk and Compliance) software, third-party risk, and/or related fields, • Ability to travel as needed, • Use of independent judgment and discretion based upon your experience and expertise., • Experience in utilizing salesforce.com (CRM) to track sales progress for deals through the pipeline, • Growth experience/ability to be hands-on and use independent judgement in a high-growth software company environment, • A fun, fast-paced work environment, • Responsible PTO Plan that meets or exceeds state and local medical and family leave laws, • 11 paid holidays, • Community and social events to keep you connected and engaged, • Mental Health Benefits, • Medical, Dental and Vision insurance, • Company-paid Group Life Insurance, Short- and Long-Term Disability, • Flexible Spending Account & Health Savings Account, • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice, • Pet Insurance, • 401 (k) with company match with eligibility on Day 1 of employment, • 2 Paid Volunteer Time Off Days, • And much more! Compensation Information Pursuant to state and local law disclosure requirements, the pay range for this role, with final offer amount dependent on education, skills, experience and location is $10,000 to $120,000 per year with a commission potential equal to your base pay. AAP/EEO Statement Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Powered by JazzHR sya2Y64or6