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

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

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

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

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

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE \n \n \n Join Our Community of Food People! \n BASIC PURPOSE\n \n \nOwns assigned customer relationships and drives sales growth, item and category penetration and profitability of those relationships. Coordinates and leads efforts of the Customer Service Representative and Account Coordinator as a unified sales team to ensure optimal account service and alignment with the customer's contract. This position is characterized by a sustained record of sales achievement and complete knowledge of the organization's policies, products and services.\n \n \nThis position will work with customers and prospect in Monroe County (NY). The ideal candidate will have consultative sales experience in Outside Sales or Food Sales. You will be required to have a clean driving record and reliable vehicle, for this role.\n \n \n ESSENTIAL DUTIES AND RESPONSIBILITIES \n Develop and maintain existing accounts through personal visits and follow-up on a systematic basis. Travel required; anticipated field time at least four days per week. \n Responsible for achieving annual sales plan through growth and penetration of existing accounts. \n Present new ideas and products from primary vendors and exclusive brand products to secure account penetration and loyalty. Manage product mix to maximize profit goals and contract compliance. \n Communicate with customers to apprise them of mutual performance, new products, programs and market trends both informally as needed and through periodic, formal Business Reviews. \n Ultimately responsible for results of sales team (Account Coordinator and Customer Service Representatives) actions relative to assigned accounts. Lead sales team accordingly to: \n • Ensure optimum service to accounts including coordination with operational and purchasing functions, as needed. \n • Maximize AE time spent with customers. \n • Meet or exceed accounts receivable currency targets including coordinating with central AR as needed. \n • Review all accounts to ensure program compliance, develop unique sales approach, identify needs, and expand sales. \n • Maintain a profile on all accounts to include order guides, statements periodicals and overall reporting. Verify pricing information to ensure correctness. \n Attend Sales Meetings, Training Sessions, Food Shows, and Conferences as deemed necessary by Management and Customer requirements. \n Set-up and support rollout of new accounts as assigned. \n SUPERVISION \n None \n RELATIONSHIPS \n Internal: Customer Service Representatives, Account Coordinator, VP of National Sales and National Sales management, Accounting, Purchasing, Operations \n External: Customers, Vendors \n QUALIFICATIONS \n Education/Training: High School diploma or equivalent required; Bachelor’s degree in Business/Marketing preferred. \n Related Experience: A minimum of three years of sales or distribution experience required (foodservice industry or related preferred). Experience in restaurant operations desirable. Experience using quantitative & qualitative research data will be helpful. \n Knowledge/Skills/Abilities: Excellent oral and written communication skills, as well as customer service and presentation abilities. Should also have demonstrated problem solving ability and negotiation skills. Working knowledge of Microsoft Word, Outlook and Excel required. \n \n \n This role may also receive incentive compensation, long-term incentive. \n \n Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html. \n \n Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state or local minimum wage thresholds). The expected base rate for this role is between $63,000 - $100,000\n \n *EOE – Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Genetic Information/Protected Veteran/Disability Status*

Mad City Windows & Baths, a Renuity Company In-Home Sales Representative Average reps can make $200k-$300k/yr with UNCAPPED earnings! Mad City Windows & Baths, a proud company of the Renuity family, where innovation and excellence drive everything we do. As part of a powerful network of seven of the most trusted home renovation companies in America, we are on a mission to revolutionize home improvement—making it faster, easier, and stress-free. We are helping homeowners create spaces they love, without the hassle. With expert teams across 36 states and growing, there’s likely a Renuity home in your neighborhood. We value fresh perspectives and welcome candidates from all backgrounds to bring their unique experiences and ideas to our team. And we’re just getting started! What We Offer Base Salary + Sales Commission + Performance Bonus earning opportunity Average earning potential of $200k-$300k/yr True uncapped earnings – ask our recruiters about high performers! ALL leads are provided to you! 2 - 3 pre-set, pre-qualified appointments a day No cold-calling or lead generation required! W2 employment - comprehensive benefits packages, PTO, 401(k) with match State of the art sales training program Year-end awards ceremony with luxury gifts, company vacations, and more! About the Role In this position, you will: Meet with potential clients in their homes, demonstrating our unique products and outstanding services Provide timely presentations, accurate estimates, and detailed documentation Become a professional expert, fulfilling all steps in providing customer service beyond expectations to generate repeat business Key Qualifications Ability to work evening and Saturday appointments (No Saturday evening appointments) In-Home Sales, Outside Sales, or Business to Consumer Sales experience preferred Ability to meet and exceed goals Must be self-motivated and results oriented Ability to attend one-time training session in Madison, WI #zr About _ At Mad City Windows & Baths, a Renuity company, we’re making home improvement faster, easier, and stress-free. Homeowners across the Midwest have trusted us for top-tier remodeling services, and now, as part of Renuity, we’re combining our local expertise with the strength of a national brand to build the future of home improvement. With a winning mentality, we continue to grow rapidly, offering unparalleled career opportunities—100% of our current marketing leaders started in entry-level roles. As part of our team and the broader Renuity organization, you’ll have the opportunity to make an impact, grow your career, and help people create homes they love. Renuity and its affiliates are committed to equal opportunity. We value and embrace diversity and inclusion of all Team Members. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact Humanresources@renuityhome.com. If you have a question regarding your application, please contact TA@renuityhome.com To access Renuity's Privacy Policy, please click here: _

Daily or Weekly Pay | Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores At Bath & Body Works, we believe everybody deserves to feel good. When you join us, you're part of more than an iconic fragrance and personal care brand - you become part of Gingham Nation, where people are at the center of everything we do. We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary Join the team as a Seasonal Sales Associate this holiday and help spread the cheer! As a Seasonal Sales Associate, you will be the face of Bath & Body Works - understanding our customers' needs and helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store and contribute to a positive, high-energy environment. Responsibilities • Deliver exceptional in-store customer experiences through selling behaviors rooted in Our Values and product knowledge., • Create genuine connections with customers through uncovering needs, sharing product information, demoing products, and making personalized recommendations., • Drive rewards program enrollment and engagement on both the sales floor and at check-out., • Support product replenishment activities and maintain brand standards to keep the store full and abundant., • Assist with floorset execution, window changes, visual presentation, and marketing placement as needed., • All store positions require constant physical activity, including standing, walking, reaching, and lifting. Associates are expected to climb ladders, lift, reach, bend, and kneel to obtain products for customers and to maintain the visual appearance of the store. Associates should be able to lift 10 pounds consistently and up to 50 pounds., • Consistently provide the most safe, clean, and engaging experience by adhering to all safety standards and expectations., • Maintain our values, policies, and procedures. Qualifications • Thrives in a customer-first based retail environment., • Demonstrated sales and customer experience results in a fast-paced environment., • Effective communication skills, being open to feedback, and the ability to adapt quickly., • Ability to de-escalate store and customer situations effectively., • Must be available to work peak days and times, including varied shifts of evenings, weekends, and holidays. Benefits Feeling good starts with you. We invest in benefits that support your well-being, growth and future, helping you thrive as a creator of feel good - every day. Benefits for eligible associates include: • On-demand access to your earned wages through DailyPay., • No-cost mental health and well-being support through our Employee Assistance Program (EAP)., • Flexible scheduling that fits your lifestyle., • Enjoy a 40% merchandise discount and qualify for free products so you can experience and share the brand you love., • Visit bbwbenefits.com for more details. Core Competencies, • Lead with Curiosity & Humility, • Build High Performing Teams for Today & Tomorrow, • Influence & Inspire with Vision & Purpose, • Observe, Engage & Connect, • Strive to Achieve Operational Excellence, • Deliver Business Results The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We are an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, gender identity, national origin, citizenship status, age, disability, sexual orientation, marital status, pregnancy, genetic information, protected veteran status, or any other status protected by applicable law. We are committed to providing reasonable accommodations to associates and applicants with disabilities. Management is dedicated to ensuring compliance with this policy in all employment practices, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities, and general treatment during employment. We only hire individuals authorized to work in the United States. The application window will close once all vacancies have been filled.

Daily or Weekly Pay | Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores At Bath & Body Works, we believe everybody deserves to feel good. When you join us, you're part of more than an iconic fragrance and personal care brand - you become part of Gingham Nation, where people are at the center of everything we do. We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary Join the team as a Seasonal Sales Associate this holiday and help spread the cheer! As a Seasonal Sales Associate, you will be the face of Bath & Body Works - understanding our customers' needs and helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store and contribute to a positive, high-energy environment. Responsibilities • Deliver exceptional in-store customer experiences through selling behaviors rooted in Our Values and product knowledge., • Create genuine connections with customers through uncovering needs, sharing product information, demoing products, and making personalized recommendations., • Drive rewards program enrollment and engagement on both the sales floor and at check-out., • Support product replenishment activities and maintain brand standards to keep the store full and abundant., • Assist with floorset execution, window changes, visual presentation, and marketing placement as needed., • All store positions require constant physical activity, including standing, walking, reaching, and lifting. Associates are expected to climb ladders, lift, reach, bend, and kneel to obtain products for customers and to maintain the visual appearance of the store. Associates should be able to lift 10 pounds consistently and up to 50 pounds., • Consistently provide the most safe, clean, and engaging experience by adhering to all safety standards and expectations., • Maintain our values, policies, and procedures. Qualifications • Thrives in a customer-first based retail environment., • Demonstrated sales and customer experience results in a fast-paced environment., • Effective communication skills, being open to feedback, and the ability to adapt quickly., • Ability to de-escalate store and customer situations effectively., • Must be available to work peak days and times, including varied shifts of evenings, weekends, and holidays. Benefits Feeling good starts with you. We invest in benefits that support your well-being, growth and future, helping you thrive as a creator of feel good - every day. Benefits for eligible associates include: • On-demand access to your earned wages through DailyPay., • No-cost mental health and well-being support through our Employee Assistance Program (EAP)., • Flexible scheduling that fits your lifestyle., • Enjoy a 40% merchandise discount and qualify for free products so you can experience and share the brand you love., • Visit bbwbenefits.com for more details. Core Competencies, • Lead with Curiosity & Humility, • Build High Performing Teams for Today & Tomorrow, • Influence & Inspire with Vision & Purpose, • Observe, Engage & Connect, • Strive to Achieve Operational Excellence, • Deliver Business Results The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We are an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, gender identity, national origin, citizenship status, age, disability, sexual orientation, marital status, pregnancy, genetic information, protected veteran status, or any other status protected by applicable law. We are committed to providing reasonable accommodations to associates and applicants with disabilities. Management is dedicated to ensuring compliance with this policy in all employment practices, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities, and general treatment during employment. We only hire individuals authorized to work in the United States. The application window will close once all vacancies have been filled.

Daily or Weekly Pay | Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores At Bath & Body Works, we believe everybody deserves to feel good. When you join us, you're part of more than an iconic fragrance and personal care brand - you become part of Gingham Nation, where people are at the center of everything we do. We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary Join the team as a Seasonal Sales Associate this holiday and help spread the cheer! As a Seasonal Sales Associate, you will be the face of Bath & Body Works - understanding our customers' needs and helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store and contribute to a positive, high-energy environment. Responsibilities • Deliver exceptional in-store customer experiences through selling behaviors rooted in Our Values and product knowledge., • Create genuine connections with customers through uncovering needs, sharing product information, demoing products, and making personalized recommendations., • Drive rewards program enrollment and engagement on both the sales floor and at check-out., • Support product replenishment activities and maintain brand standards to keep the store full and abundant., • Assist with floorset execution, window changes, visual presentation, and marketing placement as needed., • All store positions require constant physical activity, including standing, walking, reaching, and lifting. Associates are expected to climb ladders, lift, reach, bend, and kneel to obtain products for customers and to maintain the visual appearance of the store. Associates should be able to lift 10 pounds consistently and up to 50 pounds., • Consistently provide the most safe, clean, and engaging experience by adhering to all safety standards and expectations., • Maintain our values, policies, and procedures. Qualifications • Thrives in a customer-first based retail environment., • Demonstrated sales and customer experience results in a fast-paced environment., • Effective communication skills, being open to feedback, and the ability to adapt quickly., • Ability to de-escalate store and customer situations effectively., • Must be available to work peak days and times, including varied shifts of evenings, weekends, and holidays. Benefits Feeling good starts with you. We invest in benefits that support your well-being, growth and future, helping you thrive as a creator of feel good - every day. Benefits for eligible associates include: • On-demand access to your earned wages through DailyPay., • No-cost mental health and well-being support through our Employee Assistance Program (EAP)., • Flexible scheduling that fits your lifestyle., • Enjoy a 40% merchandise discount and qualify for free products so you can experience and share the brand you love., • Visit bbwbenefits.com for more details. Core Competencies, • Lead with Curiosity & Humility, • Build High Performing Teams for Today & Tomorrow, • Influence & Inspire with Vision & Purpose, • Observe, Engage & Connect, • Strive to Achieve Operational Excellence, • Deliver Business Results The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We are an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, gender identity, national origin, citizenship status, age, disability, sexual orientation, marital status, pregnancy, genetic information, protected veteran status, or any other status protected by applicable law. We are committed to providing reasonable accommodations to associates and applicants with disabilities. Management is dedicated to ensuring compliance with this policy in all employment practices, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities, and general treatment during employment. We only hire individuals authorized to work in the United States. The application window will close once all vacancies have been filled.

Daily or Weekly Pay | Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores At Bath & Body Works, we believe everybody deserves to feel good. When you join us, you're part of more than an iconic fragrance and personal care brand - you become part of Gingham Nation, where people are at the center of everything we do. We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary Join the team as a Seasonal Sales Associate this holiday and help spread the cheer! As a Seasonal Sales Associate, you will be the face of Bath & Body Works - understanding our customers' needs and helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store and contribute to a positive, high-energy environment. Responsibilities • Deliver exceptional in-store customer experiences through selling behaviors rooted in Our Values and product knowledge., • Create genuine connections with customers through uncovering needs, sharing product information, demoing products, and making personalized recommendations., • Drive rewards program enrollment and engagement on both the sales floor and at check-out., • Support product replenishment activities and maintain brand standards to keep the store full and abundant., • Assist with floorset execution, window changes, visual presentation, and marketing placement as needed., • All store positions require constant physical activity, including standing, walking, reaching, and lifting. Associates are expected to climb ladders, lift, reach, bend, and kneel to obtain products for customers and to maintain the visual appearance of the store. Associates should be able to lift 10 pounds consistently and up to 50 pounds., • Consistently provide the most safe, clean, and engaging experience by adhering to all safety standards and expectations., • Maintain our values, policies, and procedures. Qualifications • Thrives in a customer-first based retail environment., • Demonstrated sales and customer experience results in a fast-paced environment., • Effective communication skills, being open to feedback, and the ability to adapt quickly., • Ability to de-escalate store and customer situations effectively., • Must be available to work peak days and times, including varied shifts of evenings, weekends, and holidays. Benefits Feeling good starts with you. We invest in benefits that support your well-being, growth and future, helping you thrive as a creator of feel good - every day. Benefits for eligible associates include: • On-demand access to your earned wages through DailyPay., • No-cost mental health and well-being support through our Employee Assistance Program (EAP)., • Flexible scheduling that fits your lifestyle., • Enjoy a 40% merchandise discount and qualify for free products so you can experience and share the brand you love., • Visit bbwbenefits.com for more details. Core Competencies, • Lead with Curiosity & Humility, • Build High Performing Teams for Today & Tomorrow, • Influence & Inspire with Vision & Purpose, • Observe, Engage & Connect, • Strive to Achieve Operational Excellence, • Deliver Business Results The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We are an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, gender identity, national origin, citizenship status, age, disability, sexual orientation, marital status, pregnancy, genetic information, protected veteran status, or any other status protected by applicable law. We are committed to providing reasonable accommodations to associates and applicants with disabilities. Management is dedicated to ensuring compliance with this policy in all employment practices, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities, and general treatment during employment. We only hire individuals authorized to work in the United States. The application window will close once all vacancies have been filled.

At Leaf Home Bath, we’re always looking for talented, motivated individuals to join our growing team of event marketers across the U.S. Our event marketing team is a crucial part of our customer engagement strategy and often our first customer touchpoint, setting the tone for the entire Leaf Home Bath experience. We’re looking for outgoing, energetic individuals eager to make meaningful connections that lead to happy, satisfied Leaf Home Bath customers. Successful candidates are self-motivated, able to work independently, and more than anything else, have a strong desire to educate our customers about the benefits of our product. The Event Marketer will attend scheduled events and generate leads for the local office through ongoing interaction with potential customers. You will be assigned to work trade shows, fairs, festivals, retail stores, and community events to generate qualified leads for our talented direct sales team. What we offer: Industry-leading starting pay: $18/hour – Paid Weekly! Every Friday! Daily Per Diem (for gas and lunch) Incentive program based on scheduled and performed in home consultations (up to $100 each) Paid Training and flexible scheduling to work shifts near you Endless opportunity for growth Referral Program Job Requirements: Must be willing to weekends and evenings (Friday, Saturday, Sunday) A reliable vehicle and a valid driver’s license required Attention to detail and punctuality Self-motivated with a strong desire to educate potential customers about our product line High level of energy and engagement for extended periods of time at events Understands the value of making full-time money working part-time hours Physical Requirements: Normal Office Environment and field office/manufacturing/construction environment. Performs indoor work in a climate-controlled environment and performs work outside in varying temperatures and climates. Medium work. Exerting up to 50 pounds of force occasionally, and/or up to 30 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Diversity and Inclusion Statement Bath Planet, a company of Leaf Home is committed to creating a diverse environment and is proud to be an equal opportunity employer. We strive to create an environment that embraces differences and fosters inclusion. Equal Opportunity Statement Bath Planet, a company of Leaf Home will recruit, hire, train, and promote persons in all job titles without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, results of genetic testing, veteran status, or physical/mental disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated in full compliance with the law)

Primary Care Physician – Integrative Functional Medicine Reclaim the Practice of Your Dreams What if you could return to the heart of medicine – the kind of practice where you know your patients by name, have time to listen, and play a meaningful role in their long-term health? This rare opportunity allows you to acquire and lead an established MDVIP-affiliated primary care practice with a strong foundation for integrative, functional, and preventive medicine. You won’t simply inherit a patient panel—you’ll carry forward a trusted clinical legacy while shaping a practice that prioritizes physiology, prevention, and long-term healing. What Makes This Opportunity Different A Practice to Call Your Own Step into ownership of a well-established, financially stable practice with a loyal patient base built on trust and continuity. Time for Root-Cause Care Care for 8–10 patients per day in an unrushed, relationship-based setting that supports detailed histories, advanced diagnostics, and ongoing lifestyle-based interventions. Integrative & Functional Approach Practice medicine that goes beyond symptom management—focusing on metabolic health, inflammation, nutrition, stress, sleep, and longevity, supported by comprehensive annual wellness assessments. Preventive, Data-Driven Care Leverage advanced screening, personalized health planning, and evidence-based preventive strategies that align naturally with functional medicine principles. Professional & Personal Balance Enjoy a sustainable schedule that supports deep clinical work while protecting your own health, family time, and professional longevity. Autonomy With Infrastructure Operate independently while benefiting from MDVIP’s administrative support, technology, compliance, marketing, and national physician community. What You Bring • Board certification in Internal Medicine or Family Medicine, • Board certification in Integrative Medicine and/or Functional Medicine a plus, • Active medical license (or ability to obtain), • Strong interest or experience in integrative, functional, or lifestyle-based medicine, • Minimum 5+ years of outpatient primary care experience preferred, • Desire for practice ownership and long-term clinical leadership, • Passion for prevention, patient education, and longitudinal care, • Commitment to community presence and sustained physician-patient relationships Why MDVIP? Joining MDVIP means more than changing your schedule—it’s about transforming your practice and your future. You’ll have the independence of ownership, the security of a proven model, and the resources of a national network. Physicians affiliated with MDVIP consistently report higher satisfaction, better patient outcomes, and the fulfillment that comes from returning to the art of medicine. About MDVIP MDVIP is the nation’s leader in personalized primary care, empowering more than 1,400 affiliated physicians to care for over 425,000 patients nationwide. Recognized as a Great Place to Work® since 2018, MDVIP provides the infrastructure, tools, and support that enable physicians to deliver truly individualized care. MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

We’re looking for a driven and client-focused Google Ads Coordinator who’s excited to help small businesses grow through smart, high-impact digital advertising. In this role, you’ll manage a portfolio of clients and lead the charge on strategic Google Ads campaigns across Search, Display, YouTube, and Local Services. You’ll play a key role in not only driving performance, but also helping expand the reach of our growing Google Ads division. For a Google Ads Coordinator, a typical day might look like… • Building, launching, and managing goal-oriented Google Ads campaigns, • Continuously optimizing ads, bids, targeting, and landing pages to drive better results, • Checking tags in Google Tag Manager to ensure accurate tracking and performance reporting, • Communicating directly with your clients—guiding them through their campaign success, • Preparing and presenting clear, data-driven performance reports, • Collaborating with Sales and Account Executives to identify upsell opportunities and support new proposals This job might be for you if… • You thrive on data, analysis, and figuring out what makes campaigns perform, • You’re passionate about helping small businesses succeed in a competitive digital landscape, • You can manage multiple clients and projects without breaking a sweat, • You have 1–2+ years of experience in Google Ads (Search, Display, Video, or Local Services), • You’re certified in Google Ads—or ready to get certified right away, • You’re growth-minded and excited by the potential to build your own book of business Compensation & Perks • Base Salary: $45,000, • Bonus Potential: Up to $25,000+ annually through client retention, upsells, and team performance, • Total Comp Range: $48,000–$70,000 annually, • Benefits: Health, Dental, Vision, 401k, Paid Family Leave, PTO, Basic Life Insurance, Employee Wellness Platform, and more Top performers may be eligible for promotion to Senior Coordinator within two years—with higher bonuses and added leadership opportunities. Let’s grow—together. If you're ready to make a measurable impact for small businesses and build your career in digital marketing, we’d love to hear from you.

About the role Inkling is seeking a mid-level Account Manager to join our growing team, based in Rochester, NY. This role is ideal for someone with an experiential and production background, who understands how complex projects move from idea to execution. Account Management means different things in different industries. At Inkling, this role requires experience supporting creative or production-led work, where timelines shift, stakeholders multiply, and clarity and communication are critical to success. Account Managers at Inkling are responsible for client stewardship and project health. You will be the connective tissue between clients and internal teams, ensuring projects stay organized, expectations stay aligned, and communication is timely, thoughtful, and clear. If you’re someone excited to create great work with great people, we’re excited to hear from you. At Inkling you’ll... • Serve as a primary point of contact for clients across assigned projects, • Lead day-to-day client communication, including timely email responses and meeting coordination, • Prepare and circulate meeting agendas, notes, and action items, • Coordinate calendars, calls, and working sessions with internal teams and clients, • Work closely with Project Leads, Producers, and Creative Leads to align on timelines and scope, • Track project progress, flag risks, and help keep work on schedule, • Support project onboarding and kickoffs by helping define goals, roles, and success metrics, • Monitor scope and support budget and profitability awareness, • Ensure clients feel informed, supported, and confident throughout the lifecycle of a project What this role requires • 3–5 years of account management or client services experience in an agency, marketing, experiential, or creative services environment, • Strong understanding of how creative or production projects are planned and delivered, • Excellent written and verbal communication skills, • Strong organizational skills and attention to detail, • Comfort managing multiple projects and stakeholders at once, • Ability to collaborate closely with cross-functional teams, • Proficiency with Google Workspace, especially Docs, Calendar, and Slides, • A proactive, solutions-oriented mindset, • Working in-office 3-days a week, in Rochester, NY Preferred credentials... • Experience supporting experiential, event, digital, or integrated marketing projects, • Familiarity with production timelines and creative workflows, • Bachelor’s degree in advertising, marketing, production or similar discipline The Perks... • 100% company provided medical, dental and vision insurance, • 20 days paid time off per calendar year, • 401k with Company Match Program, • Employee Life Insurance Policy, • Paid Family Leave Policy, • Encouraged support of passion projects and experiments The company... Inkling is a creative agency that will challenge your collaboration skills over digital platforms, encourage you to follow your passions and foster a friendly environment that celebrates great work and craft. Inkling welcomes diversity of race, gender, sexual orientation, disabilities and all else, as we strive to create an equitable and inclusive environment for all.

No C to C or sponsorship Associate Account Manager About the Role We are seeking a consultative sales professional who enjoys building relationships, learning complex technologies, and helping customers solve meaningful business challenges. The Associate Account Manager role is an excellent opportunity for an experienced SaaS sales professional to expand their enterprise selling capabilities while developing expertise within the intellectual property and innovation ecosystem. This individual will partner with the sales team to support pipeline growth, strategic customer engagements, account expansion, and renewal opportunities while developing the skills needed for long-term growth in enterprise sales. Job Summary The Associate Account Manager partners with the sales team to drive pipeline growth, support strategic customer engagements, and develop consultative selling expertise within the intellectual property and innovation marketplace. This role contributes throughout the sales cycle, including lead qualification, discovery conversations, product demonstrations, proposal development, account expansion opportunities, and renewal support. The Associate Account Manager will work closely with senior sales leaders to build expertise in software solutions, customer workflows, and enterprise sales strategy. This position is designed for a motivated sales professional seeking long-term growth into increasingly strategic enterprise sales responsibilities. Key Responsibilities Prospect Engagement & Pipeline Development • Utilize a structured outreach approach to qualify inbound and outbound opportunities through consultative discovery conversations and strategic follow-up cadences., • Identify customer business challenges, strategic initiatives, and opportunities aligned with available solutions., • Support pipeline generation through prospecting, networking, marketing follow-up, and customer engagement. Sales Cycle Support • Partner with senior sales team members to manage opportunities throughout the sales cycle, from discovery and qualification through proposal development and deal progression., • Maintain accurate and timely CRM records, opportunity updates, forecasting information, and customer activity tracking., • Support account planning activities and contribute to territory growth initiatives. Customer Engagement • Build and maintain strong customer relationships through proactive communication and high-quality customer interactions., • Support account renewal conversations, account expansion opportunities, and customer retention initiatives., • Collaborate with customers to understand organizational goals and align solutions to business outcomes. Product Demonstrations & Solution Selling • Develop expertise in software products, services, and innovation workflows., • Conduct introductory discovery calls and product demonstrations aligned with customer needs., • Learn to position solutions within complex innovation, research, engineering, and intellectual property environments. Proposal Development & Sales Enablement • Collaborate with sales leadership to prepare customer presentations, proposals, pricing quotes, and other sales materials., • Participate in internal sales strategy discussions, deal reviews, and account planning sessions., • Contribute to competitive positioning and customer messaging strategies. Cross-Functional Collaboration • Partner with sales, marketing, customer success, and product teams to communicate customer feedback and support business growth initiatives., • Maintain alignment with organizational goals and customer success objectives. Technology & Tools • Salesforce or similar CRM platforms, • Microsoft Office Suite, including Outlook, PowerPoint, Teams, and Excel, • LinkedIn Sales Navigator, ZoomInfo, and related sales engagement tools preferred, • Familiarity with consultative sales methodologies such as MEDDIC preferred Location & Travel • Ability to travel as required for customer meetings, conferences, and industry events., • Estimated travel requirement of approximately 25–35%, with opportunities for increased customer-facing engagement over time. Qualifications Education & Experience • Bachelor's degree preferred., • 3–7 years of experience in SaaS, consultative, or solution-based sales environments., • Experience with pipeline generation, customer engagement, and sales process management., • Demonstrated ability to build customer relationships and contribute to revenue growth initiatives., • Experience presenting software or technology solutions to business stakeholders preferred., • Exposure to innovation management, research, engineering, legal technology, or intellectual property-related industries is a strong asset., • Must meet applicable ITAR/export control requirements. U.S. citizenship is required for this position. Skills & Competencies • Strong consultative communication and relationship-building skills., • Ability to learn complex technologies and articulate business value clearly., • Comfortable engaging with stakeholders across multiple organizational levels, including executive audiences., • Strong organizational skills with the ability to manage multiple priorities and opportunities simultaneously., • Collaborative mindset with the ability to work effectively across internal teams., • Self-motivated, coachable, and eager to grow within an enterprise sales environment., • Ability to understand customer business challenges and recommend value-driven solutions. Career Growth Opportunity This role offers a defined growth path toward increased ownership of strategic accounts, enterprise sales opportunities, and independent revenue responsibility as product knowledge, industry expertise, and sales capabilities develop.

Manager of Sales Training and Development CGI Digital | HelloNation Full-time - Hybrid About CGI Digital: CGI Digital is a full-service digital marketing company supporting local businesses to grow through good news, smart strategy and measurable results. We sell Edvertising, a proprietary platform that makes local businesses the trusted, credible authority in their market. The Role As our Manager of Sales Training and Development you'll make our sales team measurably stronger by producing and developing successful hires, cohort after cohort: turning new reps into top producers, keeping tenured reps sharp, and building a training system that scales without losing quality. You'll own initial and ongoing sales training, from running each new class to coaching live, reviewing calls, tracking results, and shaping the overall HelloNation Sales Training Program collaboratively with leadership. This isn't a one-and-done workshop role. You'll stay with every cohort for 6–12 months after training and help scale our sales department. What You'll Do Build and scale the sales team • Design and deliver initial training for every new-hire to cut ramp time, • Build repeatable training programs, playbooks and systems that let us ramp more reps without losing quality, • Partner with Sales Leadership to scale our program so pipeline, training progress and performance drive coaching decisions Stay with every cohort for 6–12 months • Stay embedded with each sales rep after training: in sales meetings, call reviews and one-on-ones, • Run ongoing training on prospecting, pipeline building, discovery, consultative selling, objection handling, closing and account growth, • Give specific, actionable feedback on live and recorded calls Prove it works • Validate readiness through assessments, role-plays, call reviews and performance data, • Track ramp time, skill adoption, conversion and quota attainment by cohort, • Report insights to Sales Leadership and refine training based on numbers Lead the culture • Coach, mentor and partner with every rep, • Set the standard for accountability, continuous improvement and growth, • Raise the bar with proven best practices from outside What Success Looks Like • New reps ramp faster and hit early targets, • Each cohort shows measurable gains in conversion and quota attainment 6–12 months out, • A scalable training program backed by Salesforce reporting that leadership relies on, • A culture where coaching is constant and expected Required Qualifications • Training Experience: 3+ years of sales training, with measurable impact on ramp time, performance or retention, • Scaling & Ongoing support: Experience helping scale a sales team, including training and supporting reps well beyond onboarding (6-12 months), • Selling Credibility: A proven record of meeting or exceeding sales goals, and comfort joining live HelloNation sales calls to model discovery, presentation, objection handling and closing for the team, • Background: Sales Manager, Team Lead, enablement professional or adult-learning instructor Preferred Qualifications • Familiarity with SPIN, Challenger, Sandler or similar sales frameworks, • Strong facilitation and coaching skills, in person and virtually, • Experience in digital marketing, advertising or media Compensation & Benefits • Starting base salary: $75,000–$85,000, • Eligibility for performance based bonuses, • Benefits: Health, dental and vision insurance; 401(k); PTO and paid family leave; basic life insurance; employee wellness platform Why Join Us: Own and shape sales training at a company with an innovative and fast growing product, see your programs directly shape how fast we grow, and work side by side with Sales Leadership on ramp, performance and team growth.

DIRECTOR OF WOLK CHILDREN’S CENTER STATUS: Full-Time COMPENSATION: $68,000 to $70,000 PROGRAM AGES: Infants through School Age LICENSED CAPACITY: 286 Children A MESSAGE TO OUR COMMUNITY The Louis S. Wolk JCC of Greater Rochester is more than an institution. It is a living, breathing reflection of what community can be—diverse, vibrant, welcoming, and resilient. It is a place where a child takes their first steps, a teen finds their voice, an adult discovers new purpose, and Jewish life, culture, and connection to Israel flourish across generations. It is a place to learn, connect, celebrate, and, most importantly, belong. OUR VALUES Kehillah | Community We are stronger together. We nurture meaningful relationships. Hachnasat Orchim | Welcoming and Belonging Every person who walks through our doors belongs. Chesed | Compassion We lead with kindness, empathy, and care for one another. Kavod | Honor and Respect We have each individual’s dignity and unique journey. Shmirat HaGuf | Being our Best Selves We care for body, mind, and spirit – for ourselves and others. THE OPPORTUNITY The Wolk Children’s Center is a vibrant and welcoming community where children are encouraged to explore, build relationships, develop confidence, and grow into who they are. Guided by Jewish values and open to families of all backgrounds, the Center creates meaningful opportunities for children to experience kindness, community, tradition, and a strong sense of belonging. The Director serves as the primary leader of the Wolk Children’s Center and is responsible for the overall quality and performance of comprehensive Early Childhood and School Age programs. This is a highly visible leadership position for someone who enjoys being present in classrooms, connecting with families, developing employees, and creating an environment where children feel safe, supported, challenged, and excited to be here. With a licensed capacity of 286 children, the Director must be a strong organizational leader who can successfully manage a large team and complex daily operation. The Director is accountable for program quality, staff leadership, family experience, licensing and compliance, enrollment, financial performance, and the overall operation of the Center. HOW I WILL CONTRIBUTE Program Quality & Child Development • Provide leadership and oversight for infant, toddler, preschool, and school age programs., • Establish and maintain standards for curriculum, classroom environments, teacher and child interactions, and developmentally appropriate practice., • Maintain a consistent presence in classrooms and conduct regular observations to assess program quality and support teaching teams., • Coach employees in promoting children’s social, emotional, cognitive, language, and physical development., • Guide employees in using positive, developmentally appropriate behavior support practices., • Ensure children’s progress and developmental milestones are observed, documented, and communicated with families., • Coordinate appropriate resources and support when developmental, behavioral, social emotional, or educational concerns are identified., • Ensure Jewish values, traditions, holidays, and cultural experiences are thoughtfully incorporated into programming in ways that are meaningful, developmentally appropriate, and welcoming to families of all backgrounds., • Use classroom observations, developmental information, family feedback, and program data to guide continuous improvement. Staff Leadership & Development • Recruit, hire, onboard, supervise, evaluate, and retain qualified employees., • Establish clear roles, performance expectations, and accountability across the Center team., • Develop supervisors and lead teachers to effectively guide and support their teams., • Maintain a visible and accessible presence while providing timely coaching, recognition, and performance feedback., • Develop staffing schedules that meet enrollment needs, required ratios, program expectations, and budget parameters., • Monitor vacancies, attendance, call outs, coverage, overtime, and staffing trends., • Ensure employee qualifications, clearances, certifications, training, and professional development remain current., • Plan and facilitate staff meetings, training, and professional development opportunities., • Address performance and conduct concerns promptly, fairly, and consistently., • Foster a professional culture in which employees feel supported, accountable, and committed to providing high quality care. Family Experience • Serve as a visible, accessible, and welcoming leader for Center families., • Build positive relationships with families and ensure communication is timely, accurate, and professional., • Respond promptly and appropriately to questions, concerns, and escalated situations., • Meet with families regarding developmental, behavioral, classroom, or program concerns as needed., • Ensure parent teacher conferences and developmental updates are provided consistently., • Support employees in building strong, respectful, and professional relationships with families., • Maintain confidentiality and appropriate professional boundaries., • Monitor family feedback and retention trends to identify opportunities to strengthen the family experience. Licensing, Compliance & Safety • Maintain current knowledge of New York State Office of Children and Family Services regulations and licensing requirements., • Ensure the Center operates in compliance with applicable regulations, licensing requirements, and JCC policies., • Maintain the Center’s license and all required regulatory documentation., • Serve as the primary contact for OCFS and manage inspections, visits, inquiries, corrective actions, and follow up., • Ensure child, personnel, medical, attendance, training, safety, and licensing records are complete, accurate, and current., • Verify that employees meet all applicable qualification, clearance, medical, certification, and training requirements., • Monitor licensed capacity, classroom groupings, staffing, supervision, and required child to staff ratios., • Oversee health care, medication administration, illness, injury, emergency, evacuation, and safety procedures., • Complete required regulatory reporting and address compliance concerns within established timeframes. Center Operations • Direct the daily operation of the Early Childhood and School Age programs., • Ensure appropriate leadership, staffing, supervision, and coverage throughout all operating hours., • Maintain effective systems for attendance, arrival and dismissal, staffing, communication, documentation, and classroom transitions., • Ensure classrooms and program spaces are safe, organized, appropriately equipped, and prepared for children., • Respond effectively to staffing shortages, facility concerns, health situations, behavioral incidents, and other operational needs., • Ensure required emergency procedures and drills are completed and documented., • Maintain accurate administrative records and meet organizational and regulatory deadlines., • Evaluate Center procedures and implement improvements that strengthen consistency, efficiency, safety, and program quality., • Keep JCC leadership informed of significant operational needs, trends, risks, and concerns. Enrollment & Financial Management • Monitor enrollment, classroom utilization, waitlists, available capacity, tuition revenue, and family retention., • Establish and track goals for enrollment, staffing, revenue, expenses, and overall financial performance., • Develop enrollment projections to support staffing, budgeting, and program planning., • Align staffing levels, scheduled hours, and overtime with enrollment, required ratios, program quality, and financial sustainability., • Oversee tours, registration, classroom placements, enrollment, and waitlist management., • Manage purchasing and program expenditures within the approved budget., • Use financial, enrollment, staffing, and program data to guide operational decisions and long term planning., • Identify opportunities to strengthen enrollment, manage expenses responsibly, and support sustainable program growth. Jewish Life, Marketing & JCC Engagement • Collaborate with the Jewish Life team and other JCC departments to enrich programming and connect families with the broader JCC community., • Partner with JCC Marketing to promote programs, support enrollment, and strengthen community awareness., • Share program highlights, stories, photos, and milestones for organizational and marketing communications., • Represent the Center at tours, open houses, family programs, holiday celebrations, and other JCC events. QUALIFICATIONS • A Bachelor's degree in Early Childhood Education, Child Development, Education, Human Services, or a related field, including coursework necessary to meet New York State OCFS Director qualifications., • Minimum of one year teaching and one year of supervisory experience in a childcare or early childhood setting., • Strong knowledge of child development, developmentally appropriate practice, and social-emotional development., • Working knowledge of New York State OCFS childcare regulations and licensing requirements. POSITION REQUIREMENTS • Full-time, in-person position with regular and reliable attendance required., • Consistent presence throughout the Wolk Children’s Center is an essential function of the position., • Flexibility based on staffing, family, regulatory, and operational needs., • Occasional early morning, evening, or weekend availability for meetings, training, family programs, emergencies, or JCC events., • Ability to move regularly throughout classrooms, playgrounds, hallways, and other indoor and outdoor program spaces., • Must successfully complete and maintain all required background checks, clearances, health requirements, certifications, training, and professional development. DIVERSITY, EQUITY & INCLUSION The Jewish Community Center of Rochester is an equal opportunity employer. We value diverse identities, backgrounds, and perspectives and are committed to building an inclusive culture in which staff, members, and community partners can thrive.

We're Hiring: Demand Planner Henrietta, New York | $60,000 - $80,000 DOE | Onsite, Full-time At OX Tools, we're not just about tools, we're about building something bigger. Our vision is to bring the strength of the OX to every tradesperson through passion, design and relentless pursuit of innovation. Our tools are instinctively recognized as Tough, Dynamic, Different and so are our people. Position Summary The Demand Planner plays a critical role in driving accurate demand forecasting and inventory planning to support business objectives. This position is responsible for analyzing market trends, historical sales data, and promotional activities to develop reliable demand plans. They collaborate cross-functionally with sales, marketing, finance, and supply chain teams to ensure optimal product availability, minimize excess inventory, and improve forecast accuracy. This role is essential for aligning supply with customer demand and enabling data-driven decision-making across the organization. This role will be 5 days a week in our office located in Henrietta, NY. Key Responsibilities: Demand Forecasting: • Develop and maintain rolling forecasts using statistical models and business intelligence tools., • Incorporate input from sales, marketing, and finance to refine forecast accuracy. Data Analysis & Reporting: • Analyze historical sales data, market trends, and seasonality to identify patterns and anomalies., • Generate regular reports and dashboards to communicate forecast performance and KPIs. Inventory Planning: • Collaborate with supply chain teams to align inventory levels with forecasted demand., • Monitor stock levels and recommend adjustments to avoid overstock or stockouts. Sales & Operations Planning (S&OP): • Participate in monthly S&OP meetings to present forecast insights and align on business strategies., • Provide input on demand risks and opportunities to support strategic decision-making. Cross-Functional Collaboration: • Work closely with sales and marketing to understand promotional impacts and new product launches., • Coordinate with finance to ensure demand plans align with budget and revenue targets. System & Process Optimization: • Utilize ERP and forecasting systems to streamline planning processes., • Identify and implement process improvements to enhance forecast accuracy and efficiency. Promotional Planning: • Evaluate the impact of marketing campaigns and promotions on demand forecasts., • Adjust forecasts based on promotional lift and post-event analysis. New Product Forecasting: • Develop demand plans fore new product introductions based on market research and historical analogs., • Collaborate with product development and marketing teams to align launch strategies. Risk Management: • Identify potential risk to demand plans and develop mitigation strategies., • Monitor external factors (i.e. economic shifts, supply disruptions) that may impact demand. Performance Metrics & Continuous Improvement: • Track forecast accuracy and other key performance indicators (KPIs)., • Lead initiatives to improve forecasting processes and reduce forecast error. Qualifications • Bachelor’s degree in supply chain management, Business, Economics, or a related field., • 3+ years of experience in demand planning, forecasting, or supply chain analytics., • Strong analytical skills with proficiency in Excel, statistical analysis, and data visualization tools., • Experience with forecasting software (i.e. NetSuite, NetStock)., • Excellent communication and collaboration skills to work cross-functionally., • Detail-oriented with strong organizational and time management abilities., • Understanding of inventory management principles and supply chain operations., • Ability to interpret complex data and translate it into actionable insights., • Experience in S&OP processes and cross-functional planning., • Adaptability and problem-solving skills in a fast-paced, dynamic environment. What's in it for you? • The opportunity to be part of a growing, ambitious global brand, • The chance to grow and develop with a growing People & Culture team, • Paid Time off + Birthday Leave + Volunteer Day, • 401(k) retirement plan, • A vibrant, supportive team culture We live by three attributes: Humble, Hungry, People Smart. We work as One Team, put the Customer First and challenge ourselves to innovate every day. If you're ready to grow with us and bring your energy, creativity and drive for results, we'd love to hear from you. Apply now and join a brand that's shaping the future of tools. #ConstructionCareers #Jobs #TeamOX #NowHiring #ToolsForTrades

HelloNation | CGI Digital | NEXT! Ad Agency Social Media Coordinator About the Role: As a Social Media Coordinator, you'll plan, execute, and analyze social media strategies for our clients, helping them grow brand awareness, strengthen their marketing, and drive real traffic to their businesses. Your Day-to-Day • Lead client meetings to align on strategy and share progress, • Create and publish customized organic and paid content, • Grow and manage the social presence of a portfolio of 90+ small business clients, • Analyze performance reports and share insights with your CGI teammates, • Stay current on the latest platforms, tools, and social media trends Qualifications & Skills • Extensive knowledge of Meta (Facebook) Ads Manager, • Ability to troubleshoot Facebook and Meta technical issues, • Strong attention to detail, • Ability to manage multiple projects at once, • Excellent communication and organizational skills, • Strong analytical skills, • Familiarity with social media analytics and KPIs Education and Experience • Required: Meta Certification / Facebook Blueprint Certification, • 1-2 years paid social media marketing experience, • 1-2 years of client experience, • Experience using Sprout Social and Canva Compensation & Benefits • Starting Base Salary Range: $43,000 - $45,000, • Eligible for performance based commission and bonuses, • Benefits: Dental, Health, Vision, 401k, Employee Wellness Platform, Paid Family Leave, Basic Life Insurance, PTO Why Join Us: Join a fast-growing team that helps hundreds of small businesses thrive in their communities through smart, creative marketing. You'll gain hands-on experience, build real client relationships, and see the direct results of your work every day.

Director of Retirement Plan Business Development Location: Rochester, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a Director of Retirement Plan Business Development to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine “figure-it-out” mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities • Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships., • Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM., • Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors., • Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors., • Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline., • Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events., • Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development., • Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time., • Track and report pipeline activity and progress toward annual new-plan revenue targets., • Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For • 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships., • Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term., • Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management., • Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders., • A track record of growth, promotion, or increasing responsibility over the course of your career., • Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement., • Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: • A background in payroll, benefits brokerage, PEO, HCM, or commercial banking., • Experience selling through networking, referrals, and centers of influence rather than cold outreach alone., • Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Medical, dental and vision. FSA and HSA options available. EZAccessMed for you, your spouse, and children – no copay, no deductible. Life insurance. 401K plan, generous PTO, EAP. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

Job DescriptionAbout Us Paradigm Insurance Agency is a locally owned, independent insurance agency serving individuals, families, and businesses throughout the Rochester, NY region. We provide customized insurance solutions designed to protect our clients' homes, vehicles, businesses, and assets while delivering the personalized service that only an independent agency can offer. We're a stable, family-oriented agency with a strong reputation, established community relationships, and an ambitious vision for growth. Our mission is simple: help clients protect what matters most while building lasting relationships based on trust, expertise, and exceptional service. The Opportunity Paradigm Insurance Agency is seeking a licensed Insurance Agent to manage and grow both personal and commercial insurance business while helping drive the next phase of the agency's growth. This is an outstanding opportunity for an insurance professional who understands the business, values relationships, and wants to be part of an organization that has already built the infrastructure necessary for success. Unlike many agencies where producers are expected to generate business entirely on their own, Paradigm has invested heavily in creating strategic referral partnerships, operational systems, marketing initiatives, and support resources that consistently generate opportunities for growth. Our agency maintains established relationships with real estate professionals, mortgage lenders, business owners, and community partners throughout the Rochester region. These partnerships create ongoing opportunities to assist homeowners, families, and business owners with their insurance needs while developing long-term client relationships.The successful candidate will be someone who can cultivate and strengthen these relationships while developing new partnerships of their own. This role requires someone who enjoys working directly with clients and business professionals, understands the value of relationship-based selling, and can serve as a trusted advisor rather than simply a salesperson. Most importantly, you will not be expected to build everything from scratch. Our operations, administrative support, systems, processes, and lead-generation efforts are already in place. You'll have the resources and support necessary to focus on what you do best: advising clients, building relationships, writing business, and growing your book.We're looking for a professional who is motivated, competent, and ready to take advantage of the opportunities already being created within our organization.For the right individual, this position offers significant opportunities for increased earnings, professional development, leadership responsibilities, and long-term career growth as the agency continues to expand. Key Responsibilities Advise, Quote & Write Business • Assess client needs and recommend appropriate insurance solutions, • Prepare and present competitive proposals for personal and commercial insurance clients, • Explain coverage options clearly and professionally, • Write new business and identify opportunities to round out accounts through cross-selling and bundling, • Build trust and long-term relationships with clients Manage & Service Existing Business, • Serve as a primary point of contact for clients, • Handle policy changes, endorsements, billing inquiries, and coverage questions, • Assist clients throughout the policy lifecycle with professionalism and responsiveness, • Deliver an exceptional client experience that drives retention and referrals Retain & Grow Accounts, • Conduct proactive policy reviews, • Identify coverage gaps and opportunities for account development, • Maintain strong retention while expanding client relationships, • Develop referral opportunities from existing clients and professional partners Build Professional Relationships, • Strengthen existing relationships with referral partners and community professionals, • Develop new business relationships that support agency growth, • Represent the agency with professionalism and integrity throughout the community What We're Looking For Required, • Active New York Property & Casualty (P&C) License, • Ability to manage personal and commercial insurance accounts, • Strong communication and relationship-building skills, • Professional, organized, and detail-oriented work habits, • A genuine desire to help clients protect their assets and achieve peace of mind Preferred, • Prior experience in personal and/or commercial insurance sales and service, • Existing business development or networking experience, • Life & Health License (or willingness to obtain) Most importantly, we're looking for someone who understands insurance, values relationships, takes ownership of their work, and wants to contribute to a growing organization where their efforts make a meaningful impact. Why Join Paradigm Insurance Agency? Established Opportunities, • Existing referral relationships generating ongoing opportunities, • Strong connections within the real estate, mortgage, and business communities, • Proven systems and processes already in place Support & Resources, • Administrative and operational support, • Established workflows and infrastructure, • Collaborative team environment, • Leadership that is invested in your success Growth Potential, • Competitive base salary plus uncapped commission opportunities, • Ongoing earning potential through account growth and retention, • Professional development and advancement opportunities, • Leadership potential as the agency continues to expand This is more than just an insurance sales position. It's an opportunity to build a rewarding career with an agency that is actively investing in growth and committed to helping its team members succeed. Compensation Includes: • Competitive base salary, • Uncapped commission opportunities, • Ongoing renewal income opportunities, • Additional earning potential based on performance and growth Benefits:, • 401(k), • Health Insurance, • Paid Time Off, • Paid Holidays, • Professional Development Opportunities Work Location Full-Time | In Person | Rochester, NY Ready to Apply?If you're a licensed insurance professional who enjoys helping people, building relationships, and growing alongside a fast-growing independent agency, we'd love to hear from you.Please send your resume and a brief introduction outlining your experience!

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

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

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

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

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

Job Description:\n\n Chief Advancement Officer (CAO)\n Louis S. Wolk Jewish Community Center of Greater Rochester\n Location\n Rochester, NY (on-site)\n Reports to\n Chief Executive Officer (CEO)\n Status\n Full-time, Exempt\n Compensation\n $110,000-$125,000 annual salary; comprehensive benefits packageA Message to Our Community\n The Louis S. Wolk JCC of Greater Rochester is more than an institution. It is a living, breathing reflection of what a community can be - diverse, vibrant, welcoming, and resilient. A place where a child takes their first steps, a teen finds their voice, an adult rekindles purpose, and Jewish & Israel life flourishes across generations.\n As we look ahead, we are filled with both urgency and optimism. The future of our JCC is not about survival - it is about becoming more vibrant, more inclusive of all abilities and identities, more Jewish, and more essential than ever before. We are not just preserving a legacy - we are becoming the tomorrow of JCCs.\n Over the past year, the JCC has made meaningful progress: strengthening philanthropic momentum, clarifying campaign priorities, deepening donor relationships, and building a stronger foundation for long-term sustainability. This next chapter is about building on that progress with disciplined, strategic, and relational advancement leadership.\n We remain profoundly grateful to the members, donors, volunteers, and partners who make this possible. Their commitment fuels impact across Early Childhood, Fitness/Wellness/Aquatics/Recreation (FWAR), Arts & Culture, Jewish Life, Camp Seneca Lake, Camp Sisol, and Active Agers (55+). To sustain and grow this impact, we are investing in executive-level advancement leadership that will steward today's donors, welcome new partners, strengthen our story, and build an enduring culture of philanthropy.Our Values\n Kehillah - CommunityAn intentional community that nurtures physical, emotional, and spiritual well-being; we foster belonging by building connections, shared responsibility, and common purpose.\n Hachnasat Orchim - Welcoming + BelongingWe center the needs of every guest and member, creating a true sense of home and belonging across our community center.\n Chesed - CompassionLoving-kindness in action; we show care that improves well-being and brings warmth and joy, acting to carry goodness into the world.\n Kavod - Honor + RespectWe treat people and traditions with dignity, embrace difference with a flexible mindset, and cultivate authentic connections so all can be their true selves.\n Shmirat HaGuf - Being Our Best SelvesWe honor the body as a gift, promote whole-person wellness, and continually improve while celebrating and motivating one another.\n Guided by these values, the JCC is poised for its next chapter of service and impact.The Opportunity\n The Chief Advancement Officer (CAO) is a key member of the Executive Team who will lead an integrated, agency-wide advancement strategy for the Louis S. Wolk JCC of Greater Rochester. The JCC operates with an annual budget of approximately $14M and a staff of 90+ full-time employees and 250+ part-time, seasonal, and contracted team members. The CAO will grow annual philanthropic revenue beyond its current approximately $2.5M baseline while helping advance comprehensive campaigns, capital, endowment, sponsorship, and institutional funding priorities.\n This role is not starting from zero. The JCC has made important progress in recent months through stronger donor engagement, clearer prospect understanding, active campaign work, and more disciplined development practices. The next CAO will build upon that foundation - moving from momentum to a more mature, integrated advancement platform that connects philanthropy, storytelling, sponsorships, grants, donor communications, and stewardship.\n The CAO's scope spans the JCC's full program portfolio - including Early Childhood, FWAR, Arts & Culture, Jewish Life, Camp Seneca Lake (CSL), Camp Sisol, and Active Agers (55+) - with thoughtful partnership to program directors and senior leaders. Two signature programs, the Ames Amzalak Rochester Jewish Film Festival and the Lane Dworkin Authors + Innovators Festival, will require close collaboration with their respective Directors to design donor strategies and sponsorship packages while honoring each program's leadership, brand, audience, and identity.\n As Chief Advancement Officer, this leader will partner closely with the CEO and Senior Leadership Team - including the Chief Operating Officer, Chief Creative Officer, Executive Director of Camp Seneca Lake, Chief Jewish Life & Engagement Officer, and General Manager of FWAR - to translate mission, impact, and institutional priorities into compelling opportunities for philanthropic investment.\n The CAO will be a visible ambassador to donors, prospects, foundations, corporations, civic partners, and the broader Rochester community. This is a hands-on, externally facing role for a relational fundraiser who can move comfortably between strategy and execution, read a room, build trust quickly, and help the JCC tell its story with clarity, warmth, and purpose.Key ResponsibilitiesEnterprise Advancement Leadership & Strategy\n • Develop and execute a multi-year advancement plan to grow unrestricted annual giving, major gifts, planned giving, grants, corporate partnerships, sponsorships, and event-based revenue in alignment with agency priorities.\n • Translate the JCC's strategic priorities into clear, fundable cases for support that connect donor interests to institutional impact and long-term sustainability.\n • Lead a data-informed advancement culture with clear KPIs and dashboards, including pipeline health, donor retention and upgrade rates, proposal activity, grant hit rate, corporate revenue, event ROI, and stewardship completion.\n • Partner closely with the Chief Creative Officer and Marketing/Communications team to align fundraising strategy with brand visibility, donor storytelling, community engagement, public relations opportunities, and consistent audience-centered messaging.\n • Maintain a clear advancement coordination rhythm with program, finance, operations, marketing/communications, and senior leadership to align calendars, priorities, cases for support, and donor strategy without creating donor fatigue.Campaign, Major Gifts & Prospect Strategy\n • Co-lead the comprehensive campaign and related future capital priorities with the CEO and Board leadership, including gift table refinement, case alignment, prospect strategy, solicitation planning, and volunteer engagement.\n • Build upon existing prospect knowledge, donor history, campaign work, and current relationship intelligence to prioritize the strongest near-term and long-term opportunities.\n • Manage a personal portfolio of high-capacity donors and prospects; conduct discovery, cultivation, solicitation, and stewardship using disciplined moves management.\n • Develop individualized strategies for major donors, family foundations, institutional funders, corporate partners, and prospective transformational gifts.\n • Design and manage recognition and naming opportunities; ensure fulfillment, gratitude, impact reporting, and enduring stewardship.Annual Giving, Membership Integration & Advancement Communications\n • Grow a high-performing annual giving program from the current approximately $2.5M baseline, with intentional strategies for leadership annual giving, mid-level donors, recurring monthly giving, lapsed-donor reactivation, and upgraded member philanthropy.\n • Align donor journeys with membership, program participation, and community engagement so members and participants see themselves as investors in the JCC's future.\n • Partner with the Director of the Ames Amzalak Rochester Jewish Film Festival and Lane Dworkin Authors + Innovators Festival to co-create sponsorship, underwriting, and major-gift strategies unique to each signature program.\n • Evolve events from transactional sponsorship opportunities into mission-rich experiences that drive retention, upgrades, stewardship, and pipeline growth.\n • Ensure appeals, donor communications, and impact reports are timely, segmented, emotionally compelling, and connected to the JCC's unified agency case.Institutional Giving, Grants, Foundations & Corporate Partnerships\n • Lead foundation strategy, including landscape analysis, proposal development, grant calendars, compliance, reporting, and relationship management.\n • Grow corporate revenue through sponsorships, program underwriting, cause marketing, and strategic partnerships with clear benefits packages for FWAR, Arts & Culture, Early Childhood, Family Programs, Camp Seneca Lake, and agency-wide initiatives.\n • Identify new philanthropic and institutional partners whose priorities align with Jewish life, youth and family engagement, wellness, arts and culture, older adults, inclusion, security, and community building.\n • Partner with Finance and program leaders to ensure proposals are realistic, budgets are accurate, grant obligations are understood, and outcomes are tracked.Systems, Data & Operations\n • Leverage Blackbaud Raiser's Edge NXT as the system of record for philanthropy and strengthen its use for segmentation, moves management, reporting, stewardship, and forecasting.\n • Integrate advancement strategy with DAXKO and other membership/program data to identify donor pathways, participation patterns, and cultivation opportunities.\n • Strengthen policies and infrastructure, including gift acceptance, pledge management, acknowledgments, donor recognition, campaign tracking, data hygiene, and audit readiness.\n • Partner with Finance on forecasting, reconciliation, pledge payment tracking, revenue recognition, and ethical and compliant fundraising practices.\n • Establish reliable routines for portfolio review, pipeline management, proposal tracking, donor communications, and monthly advancement reporting.Board, Volunteers & Team Leadership\n • Serve as lead staff partner to the Board's Philanthropy/Advancement Committee (and Sub-Committees), preparing materials, strategy updates, dashboards, and discussion items that support informed governance and volunteer engagement.\n • Recruit, coach, and support volunteer ambassadors, campaign leaders, and lay partners so they are equipped with clear cases for support, talking points, and appropriate next steps.\n • Develop and lead a nimble advancement team structure across major gifts, annual giving, grants, corporate partnerships, events, stewardship/donor relations, and advancement operations, aligned with budget and institutional priorities.\n • Clarify roles, workflows, cadences, and decision rights across the advancement function and among staff who support fundraising, events, communications, finance, and program-based donor engagement.\n • Train staff, lay leaders, and program directors in donor-centric best practices, confidentiality, prospect coordination, and mission-based storytelling.Cross-Agency Coordination & Best Practices\n • Camp Seneca Lake (CSL): Work closely with the Executive Director of Camp Seneca Lake and CSL’s development team to coordinate best practices and donor journeys for a flagship program with a largely out-of-market alumni and donor base, and a multi-million-dollar, Board-approved capital campaign that represents one of the JCC’s most significant long-term advancement opportunities.\n • Collaborate across departments - including Early Childhood, FWAR, Arts & Culture, Jewish Life, Camp Seneca Lake, Camp Sisol, and Active Agers (55+) - to prioritize opportunities, prevent overlap, and connect program needs to the unified agency case.\n • Create a clear intake and vetting process for fundraising initiatives across departments, including program pilots, events, sponsorships, grants, and capital needs.\n • Maintain a master advancement calendar, institutional priority list, prospect assignment protocol, and stewardship schedule.\n • Ensure every appeal, proposal, visit, and event connects back to mission, impact, Jewish values, and the JCC's broader future.First 30/60/90 Days: Success MilestonesFirst 30 Days - Transition, Listening & Continuity\n • Complete a structured transition review of current donor portfolios, prospect notes, campaign materials, active solicitations, pending proposals, grant deadlines, sponsorship commitments, stewardship obligations, naming opportunities, and Raiser's Edge NXT data.\n • Meet with the CEO, Executive Team, program directors, Board/Philanthropy leadership, key volunteers, advancement staff/support partners, and a select group of top donors and prospects.\n • Identify immediate stewardship needs, open proposals, pending asks, and time-sensitive donor follow-up to ensure continuity during the leadership transition.\n • Assess the current 12-month fundraising calendar, donor communications, campaign materials, signature event sponsorship packages, and advancement reporting practices.\n • Establish the CAO's personal portfolio and confirm the first wave of CEO/CAO donor visits, stewardship conversations, and near-term solicitation opportunities.By Day 60 - Strategy, Prioritization & Activation\n • Present a refreshed 12-month Advancement Operating Plan that builds upon the JCC's recent development progress and includes revenue targets, major gift priorities, annual giving strategy, grants, sponsorships, endowment/planned giving, stewardship, and communications alignment.\n • Validate and prioritize the top 75 prospects and donors, with individualized strategies for the highest-value near-term opportunities and a clear portfolio management structure.\n • Refine the unified Case for Support and campaign priorities, incorporating programmatic, capital, endowment, and agency-wide needs into a coherent donor-facing narrative.\n • Publish a stewardship and solicitation calendar that coordinates appeals, campaign moves, grant deadlines, corporate sponsorship opportunities, and signature event touchpoints.\n • Outline the next-stage team/workflow plan for advancement, including roles, dotted-line supports, meeting cadences, prospect assignment protocols, and reporting expectations.By Day 90 - Execution, Pipeline Movement & Reporting\n • Conduct CEO/CAO and volunteer-supported donor visits, advancing at least 20 meaningful moves across cultivation, stewardship, renewal, upgrade, proposal, and solicitation activity.\n • Move priority campaign and major gift prospects to clear next steps, including written strategies, assigned relationship owners, target ask amounts or ranges, and expected timing.\n • Launch or refresh segmented annual giving and donor communications using Raiser's Edge NXT reporting and clear audience-specific messaging.\n • Refresh sponsorship and underwriting packages for key events and programs, including the Film Festival, Authors + Innovators Festival, FWAR, Early Childhood, Family Programs, and Camp Seneca Lake.\n • Roll out a monthly advancement dashboard and pipeline review

Job Description Our executive search firm is conducting a search on behalf of an events and experiential services organization seeking a Vice President of Business Transformation. This executive will lead initiatives designed to improve scalability, technology adoption, operating efficiency, and cross-functional performance. Key Responsibilities • Establish and lead a company-wide business transformation roadmap., • Identify opportunities to simplify workflows, improve margins, and strengthen service delivery., • Oversee process redesign, systems implementation, and organizational change initiatives., • Develop performance measures for major transformation programs., • Partner with commercial, creative, production, finance, and technology leaders., • Build adoption plans and maintain clear communication throughout periods of change. Requirements Bachelor’s degree in business, operations, technology, or a related field. Significant experience leading enterprise transformation or operational improvement programs. Demonstrated success managing technology-enabled change across complex organizations. Strong program governance, stakeholder management, and analytical capabilities. Experience within events, experiential marketing, media, or professional services preferred. Benefits • Base salary: $175,000–$215,000 annually, • Annual performance incentive, • Medical, dental, and vision insurance, • Flexible paid-time-off program, • 401(k) employer match, • Professional-development allowance and event access Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com., • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 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Job Description Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Rochester, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment, • Experience with Microsoft Office, Salesforce & Zoom is a plusBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers an uncapped performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description 401(k) Sales Executive Location: Penfield, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a 401(k) Sales Executive to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine "figure-it-out" mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities • Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships., • Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM., • Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors., • Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors., • Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline., • Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events., • Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development., • Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time., • Track and report pipeline activity and progress toward annual new-plan revenue targets., • Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For • 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships., • Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term., • Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management., • Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders., • A track record of growth, promotion, or increasing responsibility over the course of your career., • Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement., • Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: • A background in payroll, benefits brokerage, PEO, HCM, or commercial banking., • Experience selling through networking, referrals, and centers of influence rather than cold outreach alone., • Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Full benefits package. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

Job Description POSITION DESCRIPTION: The Demand Planner plays a critical role in driving accurate demand forecasting and inventory planning to support business objectives. This position is responsible for analyzing market trends, historical sales data, and promotional activities to develop reliable demand plans. They collaborate cross-functionally with sales, marketing, finance, and supply chain teams to ensure optimal product availability, minimize excess inventory, and improve forecast accuracy. This role is essential for aligning supply with customer demand and enabling data-driven decision-making across the organization. SKILLS & EXPERIENCE: Demand Forecasting: • Develop and maintain rolling forecasts using statistical models and business intelligence tools., • Incorporate input from sales, marketing, and finance to refine forecast accuracy. Data Analysis & Reporting: • Analyze historical sales data, market trends, and seasonality to identify patterns and anomalies., • Generate regular reports and dashboards to communicate forecast performance and KPIs. Inventory Planning: • Collaborate with supply chain teams to align inventory levels with forecasted demand., • Monitor stock levels and recommend adjustments to avoid overstock or stockouts. Sales & Operations Planning (S&OP): • Participate in monthly S&OP meetings to present forecast insights and align on business strategies., • Provide input on demand risks and opportunities to support strategic decision-making. Cross-Functional Collaboration: • Work closely with sales and marketing to understand promotional impacts and new product launches., • Coordinate with finance to ensure demand plans align with budget and revenue targets. System & Process Optimization: • Utilize ERP and forecasting systems to streamline planning processes., • Identify and implement process improvements to enhance forecast accuracy and efficiency. Promotional Planning: • Evaluate the impact of marketing campaigns and promotions on demand forecasts., • Adjust forecasts based on promotional lift and post-event analysis. New Product Forecasting: • Develop demand plans fore new product introductions based on market research and historical analogs., • Collaborate with product development and marketing teams to align launch strategies. Risk Management: • Identify potential risk to demand plans and develop mitigation strategies., • Monitor external factors (i.e. economic shifts, supply disruptions) that may impact demand. Performance Metrics & Continuous Improvement: • Track forecast accuracy and other key performance indicators (KPIs)., • Lead initiatives to improve forecasting processes and reduce forecast error. SKILLS & EXPERIENCE: • Bachelor’s degree in Supply Chain Management, Business, Economics, or a related field., • 3+ years of experience in demand planning, forecasting, or supply chain analytics., • Strong analytical skills with proficiency in Excel, statistical analysis, and data visualization tools., • Experience with forecasting software (i.e. NetSuite, NetStock)., • Excellent communication and collaboration skills to work cross-functionally., • Detail-oriented with strong organizational and time management abilities., • Understanding of inventory management principles and supply chain operations., • Ability to interpret complex data and translate it into actionable insights., • Experience in S&OP processes and cross-functional planning., • Adaptability and problem-solving skills in a fast-paced, dynamic environment.

Job DescriptionDescriptionA Taste of Who We Are: Backed by a tireless commitment to high quality, innovative culinary offerings and unparalleled client and guest services, Continental consistently ranks among the top contract dining and refreshment providers in the nation according to Food Management Magazine, the industry’s source for food service news and trends. Our MissionDelight our guest. Every meal. Every day. Our Core Values Exceptional – We recruit and retain phenomenal people who consistently go the extra mile to deliver results that lead the industry. Hospitality – We are tirelessly committed to providing the highest quality food, beverages, and service by anticipating our guests' needs so they can count on memorable experiences every time. Collaboration – We prioritize working together with a shared vision and effective & transparent communication, we unite as one team to achieve remarkable experiences. Responsibility – we hold ourselves accountable to be there for our team and clients, to deliver what we say we will, when we say we will and check in on progress along the way. Innovation – We are forward-thinkers always looking for new processes, technologies, and techniques to increase efficiencies and scalability to improve our services. The Experience You’ll Create: • Business Development: Generate new business through networking, social media, cold calling, internet resources, targeting specific competitor clients, and actively following through with leads. Research, identify opportunities and network within the field. Understand account profitability and how decisions made with each client to impact our business. Determine the best offering for the client after assessing their needs., • Sales: Meet or exceed sales objectives while delivering outstanding and comprehensive service to clients throughout the sales process. Understand client pain objectives and create solutions that will help them to achieve their goals., • Client Transition Support: Maintain strong internal relationships and communication prior to and during the sales process to ensure seamless transition of those clients to the operations team post-sale. Document all pertinent information from clients and relay to necessary individuals. Facilitate the implementation of select services by partnering with Construction Management, Marketing, Business Development Analytics, and Operations to develop a comprehensive offering., • Administrative Responsibilities: Compliance in utilizing our SOP processes to include maintaining an accurate pipeline via CRM (Salesforce) and SmartSheets. Leveraging sales tools including the LinkedIn platform and ZoomInfo to build new leads and opportunities. Schedule and participate in interactive meetings with support departments to achieve results., • Continuous Improvement: Be a catalyst for continuous improvement. Identify opportunities and ensure that current tools and resources are used effectively. Leverage relationships and expand capabilities to respond to ever changing market demands. Evaluate programs and initiatives. Consult with business leaders; soliciting feedback, evaluating needs, and applying solutions. Respect company policies and procedures while executing core responsibilities and introducing new solutions. Ingredients for Thriving: • Bachelor’s degree preferred in sales, business marketing or similar., • Work experience in the refreshments or contract management industry preferred, preferably with one of the Top 50 Food Service Management organizations or coffee, vending, food and beverage or related industries., • 3-5 years of sales experience required, hospitality and/or foodservice strongly preferred. Must have experience hunting new business., • Results oriented and flexible; takes action as soon as need arises and can demonstrate positive results; steadily follows through on tasks; able to find a balance between the business requirements and meeting client requests; absorbs new information quickly and translates key points into positive outcomes., • Has a passion for sales and good at visualizing how to meet customer needs and package the offerings that best meet their requirements. Demonstrated ability to engage and sell proactively, gaining buy-in, respect, trust, and accountability to achieve goals., • High energy level; has demonstrated resilience, endurance and persistence throughout career., • Can-do attitude; stays positive, even in the face of adversity; sets right tone for others. Collaborative in work style with others both inside and outside organization; respectful of what others can contribute., • Places high importance on building and maintaining trust; has a long-range perspective with relationship development. Believes in and routinely practices direct and honest communication by actively sharing information openly with clients. Seeks collaborative resolution of issues and others’ points of view., • Personal values align with the company’s values and culture., • Strong proficiency with electronic communication, Microsoft Office Suite, and related systems used in the industry.Location: This role will be remote based with frequent travel required with the assigned territory, which spans between Rochester, NY and Syracuse, NY. Applicants must live within reasonable distance of the assigned territory. Savor the Benefits:We offer a range of benefits for eligibles team members, including: • Health Coverage – Medical, Dental and Vision, • Voluntary Life/AD&D, Short-Term and Long-Term Disability, Critical Illness, Parental Leave, • 401(k) with company match, • Paid Time Off, • Paid Parental Leave, • Wellness Programs, • Referral Bonus Program, • Additional PerksTo see a summary of current benefits, please visit https://www.continentalserves.com/work-at-continental/#benefits. #LI-KR1

The Inside Account Executive (IAE) is responsible for developing existing accounts, within a defined territory, by building relationships through continuous engagement. This role is highly focused on strategically converting business from the competition, while mitigating any potential risk in the territory. Success in this position is defined by achieving exceeding sales growth targets, meeting daily proactive objectives, maintaining a high quote to order conversion rate, building strong pipelines, and expanding WWE’s percentage of customer spend. \n \n Required Qualifications \n 1. Relationship building \n 1. Proficient in various sales techniques \n 1. Master of communication (listening, speaking, writing) \n 1. Negotiation skills \n 1. Time Management \n 1. Strategic Thinking \n \n Responsibilities may include, but are not limited to, the following: \n \n 1. Sales & Business Development \n a. Identify and pursue new sales opportunities: Conduct outbound calls, email outreach, and LinkedIn prospecting to target new industrial customers. \n b. Build and qualify a strong sales pipeline: Maintain consistent daily activity focused on generating new leads and advancing opportunities. \n c. Achieve and exceed growth targets: Success measured by new accounts opened, revenue generated, and ability to penetrate targeted markets. \n \n 1. Customer Engagement & Relationship Building \n a. Understand how each customer does business, total potential, competitive intel. and how we can add value. \n b. Maintain constant contact with your customers and reinforce value proposition. \n c. Generate quote for all opportunities and tailor the solution to ensure the customers’ technical and delivery needs are met. \n d. Follow up on all open opportunities. Convert the business. If the opportunity was lost document reasoning. \n e. Expand WWE offering and convert business currently with the competition. \n f. Address all opportunities thoroughly with urgency. Position the WWE solution effectively. \n g. Collaborate with Outside Sales Managers: Hand off qualified opportunities to field teams as needed to support deal closure. \n \n 1. Solution Customization and Internal Collaboration \n a. Work closely with technical teams: Collaborate with engineering, product, and operations teams to tailor solutions that align with customer needs, especially for complex or technical sales. \n b. Value-based selling: Go beyond price to articulate how products deliver long-term efficiency, ROI, or reliability (outcome vs specific features) \n c. Provide feedback to marketing and operations: Share insights from customer interactions to improve campaigns, offerings, and support. \n \n 1. Sales Operations and Forecasting \n a. CRM management: Diligently document all interactions, updates, and deal progress to maintain pipeline accuracy. \n b. P21 management: Ensure account coding is current, correct and complete. Address any duplication. \n c. Sales forecasting: Provide timely and accurate projections for leadership, enabling strategic planning and inventory management. \n \n Qualifications \n \n · 3+ years of B2B industrial sales or lead generation experience, preferably in industrial or electrical markets. \n · Strong background in account development. \n · Work hours are 9:00 am EST - 6:00 pm EST \n · Knowledge of industrial equipment such as electric motors, gear reducers, motor controls and/or generators is required. \n · Demonstrated success in sales growth through proactive techniques. \n · Strong communication, negotiation, and closing skills. \n · High energy, resilience, and an entrepreneurial spirit. \n \n Preferred Qualifications \n \n\n • Fluent in Spanish\n\n \n Employees must be legally authorized to work in the United States without sponsorship now or at any time in the future. \n \n Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. \n EOE Minorities/Females/Disabled/Protected Veterans Drug-Free/Tobacco-Free Workplace

Job Description Entry-Level Opportunity | Paid Training | Uncapped Bonus Potential About Comfort Comfort is the largest locally owned home improvement company in New York State, proudly serving homeowners across Upstate NY. Our growth is driven by a high-energy neighborhood marketing and events team that introduces homeowners to trusted home improvement solutions. Many of our top sales leaders started in this exact role. We are looking for motivated, competitive, outgoing individuals ready to build real skills, earn strong weekly pay, and grow into long-term careers. Position Overview Comfort is seeking driven individuals for an Entry Level Outside Sales & Neighborhood Marketing Rep role with clear growth opportunities and uncapped earning potential. In this field-based position, you will engage homeowners in local neighborhoods and at community events, introduce Comfort’s services, and schedule free, no-obligation in-home estimates. This is not a closing or cold-calling role. Your responsibility is to start the conversation and set qualified appointments—our sales team handles the rest. Compensation & Earnings ● Base Pay: $18–$20 per hour (paid weekly) ● Uncapped Performance Bonuses: Earn more for every qualified appointment you set ● Top Performers Average: $25–$35+ per hour (higher during peak weeks) Your effort directly impacts your earnings—there’s no cap on what you can make. Why This Role Stands Out ● Paid, hands-on sales and marketing training (no experience required) ● Clear advancement path into Sales Representative, Events Lead, Team Lead, or Sales Management ● Strong local brand recognition—homeowners already trust Comfort ● Supportive, coach-led environment that invests in your success ● Competitive team culture that celebrates wins and promotes from within ● Company vehicle provided from the office for canvassing teams ● Full benefits package including medical, dental, vision, and PTO What You’ll Be Doing ● Canvass local neighborhoods and speak with homeowners face-to-face ● Introduce Comfort’s home improvement solutions ● Schedule free, no-obligation in-home estimates ● Represent Comfort at home shows, fairs, and community events ● Work alongside a fun, competitive, team-oriented environment ● Track progress using simple mobile tools and a proven pitch Basic Requirements ● Must be 18 years or older ● Reliable transportation ● Comfortable working outdoors ● Ability to speak with homeowners in person ● Driver’s license is a plus Why Comfort? We’re family-owned, locally rooted, and growing fast. We believe in training, promoting from within, and rewarding effort. If you want more than a “clock-in, clock-out” job, this is a real opportunity to build skills, income, and a future. Start earning. Start learning. Start building your career—now. Apply today—positions are filling quickly for the season. Comfort is proud to be an Equal Opportunity Employer.

Job Description As the driving force behind CEIPAL’s Digital Marketing efforts, you will play strategize & execute campaigns into shaping us to be : ● The Next Generation, Artificial Intelligence enabled Talent Acquisition Software platform, rapidly disrupting the recruitment software market ● The Industry’s top rated, Applicant Tracking System, CRM, and Workforce Management Software As Digital Marketing Manager you will report to the company’s Chief Marketing Officer and will be at the forefront of CEIPAL’s efforts to disrupt the HR management software market. You will drive the digital marketing strategy and execution with ultimate responsibility for the new business generated by Marketing. You will own the online demand generation budget and be responsible for efficiently deploying it to grow demand and new business, with support from our digital marketing agency and demand gen team. You will research and analyze competitor’s campaigns and obtain insights from customers and industry partners to create a high-impact online demand generation strategy, utilizing the full range of online marketing channels. You will manage the complete marketing conversion funnel and be responsible for tracking, reporting, and optimizing conversions. Responsibilities: ● Build and articulate a coherent digital marketing strategy, including budget, channels, and success metrics ● Oversee and manage the company’s digital marketing efforts ● Drive execution of the digital marketing strategy, including budget, channels, and reporting ● Research, discover, test, and optimize new online marketing channels and campaigns ● Build targeted demand generation campaigns focusing on multiple markets, industries, company sizes, and geographic regions ● Continuously benchmark the CEIPAL demand generation efforts against competitors and industry best practices, and be at the forefront of modern B2B demand generation Required Qualifications: ● 5+ years of online marketing demand generation experience ● An understanding of (and passion for) conversion rate optimization strategies and how to use them to achieve the best ROI ● An aptitude for seeing the “big picture” and determining the right mix of demand generation strategies ● Expert understanding of the various digital marketing channels, including SEO, PPC, Paid Social, Email, re-marketing, and software review sites such as Capterra, Software Advice, etc. ● A solid understanding of technical, on-, and off-page SEO strategies ● Proven success with developing and implementing demand generation and conversion optimization strategies for the various stages of the Marketing Funnel ● Expertise managing Hubspot, including report generation, workflows, forms, and conversion tracking ● Expertise in configuring and using Google Analytics to analyze online behavior, define, and optimize lead conversion paths ● Team player who excels at cross-group collaboration and problem solving ● A passion for data, analysis, and statistics ● Master’s degree in mathematics, statistics, or computer science \nCompany Description Over the past 3 years, CEIPAL has emerged as one of the most promising SaaS companies across the globe in HCM (Human Capital Management) Domain. With over 1600+ clients globally, we are fast becoming the de-facto platform for Recruitment and Staffing firms in the US & across the globe. Some key stats about the business: ●\tServing ~20,000 recruiters a day across the globe ●\tSupporting ~60,000 employees. ●\tWith for offices, headquartered in Rochester, NY, and development and sales offices in Hyderabad, Chennai, and Noida, India. ●\t120 Employees globally & growing at a rapid pace. ●\tWell capitalized with funding from multiple, reputed PE firms across North America Over the past 3 years, CEIPAL has emerged as one of the most promising SaaS companies across the globe in HCM (Human Capital Management) Domain. With over 1600+ clients globally, we are fast becoming the de-facto platform for Recruitment and\r\nStaffing firms in the US & across the globe. \r\n\r\nSome key stats about the business:\r\n●\tServing ~20,000 recruiters a day across the globe\r\n●\tSupporting ~60,000 employees.\r\n●\tWith for offices, headquartered in Rochester, NY, and development and sales offices in Hyderabad, Chennai, and Noida, India.\r\n●\t120 Employees globally & growing at a rapid pace.\r\n●\tWell capitalized with funding from multiple, reputed PE firms across North America

Job Description Location: Rochester, NY Summary: We are seeking an experienced and innovative manager in the Optics and Photonics space to guide QED’s Applications Engineering team. This leadership role requires strong skills in team management, mentoring, customer support, sales and product development. The successful candidate will collaborate closely with cross-functional teams—including Sales, Customer Support, R&D, Quality, and Manufacturing—to ensure our customers are extracting as much value as possible from our products and that our products are meeting the needs of today’s – and tomorrow’s – customers. At QED, Applications Engineers are the “expert users” of QED’s polishing and metrology products. They are customer-facing, but also support internal development initiatives. They act as process engineers, teachers, and salespeople as they perform their various job functions. Their main activities can be separated into 3 main responsibilities: • Provide process support for existing customers (including polishing/metrology validations during installation, basic & advanced training, process optimization and process troubleshooting), • Provide Sales & Marketing with technical support (including tech support during customer meetings, capability analyses, product demonstrations, trade show support, and marketing material support), • Provide R&D and Engineering with VOC input for new product developments (including defining customer requirements, testing support for new developments, and design review support) Based in Rochester, New York, QED Technologies is a leading capital equipment manufacturer serving the global precision optics industry. Our innovative solutions enable the production of high-quality optical components with superior accuracy. We are committed to driving future growth through innovation, excellence, and customer satisfaction. Essential Duties and Responsibilities: • Team Leadership & Mentorship, • Lead and manage a global team of 6-10 applications engineers and interns from varied backgrounds, providing guidance, coaching, and performance feedback., • Foster a collaborative and innovative team environment, encouraging open communication and knowledge sharing., • Set priorities and schedule activities that span Sales, Customer Support, Manufacturing and R&D, in a dynamic organization, often with competing demands., • Develop/maintain departmental training and process documentation to ensure consistency and quality as new engineers are onboarded., • Customer Experience Center (CEC) Management, • Oversee the operation of QED’s demonstration and training center. This area is where Applications Engineers perform product demonstrations, and training sessions for our products. Ensure room/equipment is maintained in a clean and organized condition, compliant with all of QED’s SH&E guidelines, so as to create an efficient work area that is suitable to “show off” to visiting customers at all times., • Support/schedule machine time for Manufacturing & R&D activities. The CEC is a shared space that other groups use when they need to use or test equipment on our products., • Technical Sales & Marketing Support, • Work closely with the Sales team and potential customers - either directly, or through the team – to provide the necessary technical information they need to close opportunities. This can be through product demonstrations, capability analyses, customer meetings or trade shows., • Customer Demonstration Process Management: Ensure the team provides effective and efficient customer demonstrations, starting from gathering clear goals and requirements from the customer through defining the demonstration plan to maintain the equipment in top-notch condition to effective report writing and customer communication., • Support technical content creation (e.g. white papers, case studies, social media posts, YouTube videos) for the QED’s marketing initiatives., • Publish/present technical papers – either directly, or through the team – at trade shows or conferences to highlight new capabilities of our technology., • Customer Support, • Work closely with our customers – either directly, or through the team – to provide the necessary technical information they need to most effectively utilize the products we sell them. This can be through remote support or onsite support, and come in the form of basic training, advanced training, process optimization, new process development initiatives., • Work closely with Customer Service Manager to ensure all customer requests are getting tracked and closed in a timely manner., • Machine Order Process Support, • Work closely with Sales, Operations and Customer Support to ensure new machine orders are managed properly, from acceptance test definition at order time through installation scheduling and final customer training and machine acceptance., • Engineering & Operations Support, • Provide team member support to various R&D, NPD and CI projects in order bring the Voice of Customer feedback they gain and collect as they work with customers to the product development and qualification initiatives of our company., • Balance the often competing demands of manufacturing, product development, customer support and sales, based on the needs of the business., • Cultivate New Business Opportunities, • Identify and explore new applications and/or markets for QED’s technology, through process development initiatives in the CEC. Work with R&D as necessary to push new developments in fluid, software, or hardware. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Education and/or Experience, • Minimum B.S. in Optical Engineering (or a closely related field of study) with 7+ years of relevant industry experience (MS or PhD preferred)., • Experience in the Precision Optics industry, Photonics industry, Semiconductor manufacturing industry, or other precision manufacturing industries., • Other Skills and Abilities, • Proven experience in managing projects, teams and individuals, • Proven experience in mentoring junior engineers., • Strong leadership, communication, and presentation skills for global audiences., • Ability to manage multiple priorities and drive results in a fast-paced environment, • Technical Excellence, • Drive the team to develop a deep understanding of our technologies do that they understand the “why’s” not just the “what’s” of our products so that they can respond to our customer’s process challenges quickly and effectively, • Cultivate a “measure twice, cut once” mentality so that customer demonstrations and other activities are done right the first time, • Set high standards for performance and communications (e.g. customer reports). Lead by example. Work Location The primary work location for this position is QED’s main headquarters, 1040 University Avenue, Rochester, NY 14607. Employee may be permitted to work from home for some tasks, at the discretion of the employee’s manager. Applicants must reside within commuting distance of our Rochester, NY location. Relocation will not be provided for this role. Travel Domestically and internationally (~10-15%), may be required in order to perform the essential functions of this position. All candidates must possess a current US passport and not have restrictions regarding travel. QED Technologies is an equal opportunity employer. We value diversity. However, due to our ITAR status, we are unable to provide visa sponsorship at this time. Therefore, all applicants must be permanently authorized to work in the United States and will not require visa sponsorship now or in the future. The salary offered will be determined based on comparing the selected candidate's education, experience and special skills, with the current QED employee population to ensure internal compensation equity.

Insero Talent Solutions has partnered with a growing optical company based in Rochester, NY, experiencing substantial growth to recruit a Marketing Director. \n \n Position Summary \n The Marketing Director serves as the senior marketing executive and principal advisor to the CEO on all marketing, branding, communications, and customer engagement initiatives. This position develops enterprise marketing strategies that drive revenue growth, strengthen brand equity, support product innovation, expand market share, and enhance customer experience across all business channels. \n \n Scope of Responsibility \n The Marketing Director has overall responsibility for corporate marketing strategy, digital transformation, brand management, demand generation, licensing, product marketing, communications, e-commerce marketing, retail marketing, analytics, and marketing technology. The role leads internal staff and external agencies while partnering with executive leadership to achieve strategic business objectives. \n \n Leadership Responsibilities \n\n • Serve as the principal marketing advisor to the CEO and executive leadership team\n, • Develop long-range marketing strategies aligned with corporate growth initiatives\n, • Lead enterprise brand architecture across all of the company's brands.\n, • Direct integrated marketing strategies across digital, retail, wholesale, healthcare, government, and e-commerce channels.\n, • Lead product launch and go-to-market strategies.\n, • Oversee digital marketing, SEO, SEM, paid media, content marketing, email marketing, influencer marketing, affiliate marketing, and social media. Lead licensing and strategic brand partnership marketing programs.\n, • Direct corporate communications, public relations, executive messaging, and reputation.\n, • Develop annual marketing budgets and measure ROI, ROAS, CAC, CLV, and other key performance indicators.\n, • Champion AI, marketing technology, automation, CRM, analytics, and customer intelligence initiatives.\n, • Build, mentor, and lead a high-performing marketing department.\n\n \n Education \n\n • Bachelor's degree in Marketing, Business Administration, Communications, Public Relations, or a related field, or an equivalent combination of education and progressively responsible marketing experience. MBA or related graduate degree preferred.\n\n \n Experience \n Required \n\n • 10+ years of progressive marketing leadership experience.\n, • Executive-level experience developing enterprise marketing strategy.\n, • Experience leading multi-brand marketing organizations, digital marketing, budgeting, analytics, and cross-functional initiatives.\n\n \n Preferred \n Manufacturing, optical, healthcare, consumer products, B2B/B2C, e-commerce, and licensed products experience. \n \n Knowledge, Skills & Abilities \n\n • Enterprise marketing strategy, executive leadership, digital marketing, brand management, licensing, AI-enabled marketing, marketing analytics, financial management, customer insights, public relations, organizational development, strategic partnerships, and executive communication.\n, • Oversee agencies, creative partners, vendors, licensors, and strategic partners.\n, • Conduct market research, competitive intelligence, pricing analysis, and customer insight initiatives.\n, • Engage and strengthen relationships with retail locations, ranging from independent standalone operations to medium and larger-scale businesses. Additionally, develop and execute marketing plans for these locations and collaborate effectively with client marketing representatives to align objectives, share insights, and co-create campaigns that deliver measurable results. Passion for fashion, sports, fandom culture, or entertainment marketing. Drive innovation in omnichannel marketing and customer engagement.\n

Job Description At McFarland Johnson (MJ), we?re more than infrastructure consultants ? we are a 100% employee-owned firm with 80 years of commitment to delivering innovative planning, engineering design, environmental services, technology and construction solutions that make a lasting impact in the communities we serve. We?re looking for a Proposal Specialist to join our growing Marketing team in Binghamton, NY as the preferred location and open to Syracuse, Saratoga Springs and Pittsford. This is more than just a job ? it?s chance to shape your career, grow alongside a collaborative team, and help design the future of infrastructure solutions across the country. Why Join Us? • Career Growth: Accelerate your professional career with opportunities to lead, learn, and expand your expertise., • Collaborative Culture: Work alongside multidisciplinary teams that thrive on creativity, support, and teamwork. Collaborative is the most frequent word used to describe MJ?s culture in annual employee survey., • Employee Ownership: As a 100% ESOP, your contributions directly shape our shared success ? you own your future. Key Responsibilities • Proposal Development and Management: Collaborate with project managers and technical staff to create compelling, compliant proposals. Oversee the proposal process from start to finish, including tracking opportunities, creating timelines, assigning tasks, and ensuring progress., • Research and Content Creation: Conduct research and write, edit, design, and produce winning proposals, qualification packages and award submissions for A/E/C industry projects., • Graphic Design: Utilize visually appealing graphics to simplify complex ideas and enhance comprehension., • Presentation Development: Create PowerPoint presentations for interviews, public meetings, and professional conferences., • Database Management: Collaborate with Marketing team in maintenance and upkeep of CRM database., • General Support: Assist with administrative and business development functions, as needed., • AI Utilization: Collaborate with the team in the implementation and use of AI applications for improved quality and efficiency. Qualifications • Educational Background: Bachelor?s degree in English, Communications, Marketing, or a related field preferred., • Professional Experience: 1-5 years in proposal development role., • Industry Knowledge: Experience in the Architecture/Engineering/Construction industry or professional consulting firms is a plus., • Communication Skills: Exceptional writing, proofreading, and verbal communication abilities., • Technical Proficiency: Skilled in InDesign and PowerPoint. Practiced in implementing and/or interest in utilizing AI tools. overall familiarity with Adobe Creative Suite, MS Office Suite and CRM/database management, preferred., • Time Management: Able to manage multiple deadlines and prioritize tasks accordingly, ensuring quality projects are completed on time., • Attention to Detail: Skilled in proofreading and editing content, ensuring accuracy, consistency, and compliance with MJ's style guide and client requirements., • Ability to Work Both Independently and Collaboratively: A flexible team player with a strong work ethic; proactive in research, skills development, and seeing projects to their completion. Benefits & Perks • Competitive base compensation: $25 - $31 per hour, based on relevant experience and qualifications., • Annual Comprehensive benefits package, including medical, dental, vision coverage., • Generous Paid Time Off, including Parental Leave., • Company funded ESOP + 401(k) employer match and voluntary benefits are additional., • Ongoing technical training and professional development opportunities. Join Us and Make a Difference Join a team where your work has purpose, your ideas are valued, and your growth is personal. Apply today

Job Description POSITION DESCRIPTION The Head of Global Product is responsible for defining and leading OX Group’s global product strategy, building a multi-year innovation roadmap, and ensuring the portfolio delivers sustained, profitable growth across every brand, category, and region. The role is accountable for portfolio strategy, product roadmap execution, portfolio optimization, and aligning Product, Sales, Marketing, and Supply Chain into a single growth engine. This role owns and directs product strategy across OX Group’s full portfolio of brands – including OX, BORA, Tracer, and SMART – spanning categories such as Power Tool Accessories, Portable Worksite, Marking Tools, Layout Tools, and Wet Trades, ensuring each brand and category has a clear, well-defined product strategy, roadmap, and portfolio structure that ladders up to a single, coherent Group-wide strategy. The role is also accountable for product integrity across the portfolio, ensuring every brand and category meets the quality, compliance, and performance standards tradespeople expect from OX. Success is defined not simply by launching new products, but by building a globally scalable, high-margin portfolio – with the strategy, roadmap discipline, and cross-functional alignment required for OX Group to lead its categories long-term. RESPONSIBILITIES GLOBAL PRODUCT STRATEGY & VISION • Objective: Define and own a global product strategy that positions the full portfolio for sustained profitable growth across all brands, categories, and regions., • Strategic Portfolio Planning: Develop and maintain a multi-year global product strategy aligned to company vision, brand positioning, and market opportunity across every business unit., • Investment Prioritization: Determine where to invest, defend, or exit across the portfolio based on market attractiveness, competitive position, and margin potential., • Success Indicators: A clearly documented, leadership-aligned global product strategy refreshed annually, with investment decisions consistently traceable to strategic priorities. PRODUCT ROADMAP & INNOVATION LEADERSHIP • Objective: Build and lead a global innovation pipeline that keeps the company ahead of competitors and responsive to tradesperson needs., • Roadmap Governance: Lead regular cross-functional roadmap reviews across all brands and categories, balancing core-range renewal, platform extensions, and breakthrough innovation., • Stage-Gate Discipline: Establish and enforce a consistent stage-gate new-product-development process from concept through launch, with clear go/no-go criteria at each stage., • Success Indicators: A rolling multi-year roadmap in place for every major category, with new products consistently launched on time and meeting quality and margin targets. PORTFOLIO OPTIMIZATION & SKU MANAGEMENT • Objective: Keep the global portfolio focused on high-growth, high-margin opportunities., • Quarterly Portfolio Reviews: Apply a Keep / Grow / Fix / Delete framework across the global range to focus investment and reduce unnecessary complexity., • Lifecycle Management: Own end-to-end product lifecycle decisions, from launch through phase-out, in partnership with Supply Chain and Finance., • Success Indicators: A measurable reduction in low-performing SKU complexity and sustained improvement in portfolio-level margin and inventory health. MARKET, CUSTOMER & COMPETITIVE INSIGHT • Objective: Ensure every product decision is grounded in a deep understanding of the customer, channel, and competitive landscape., • Voice of the Customer: Establish structured mechanisms – contractor research, retailer feedback, and field insight – to inform product requirements., • Competitive Intelligence: Maintain an ongoing view of competitor roadmaps, pricing, and positioning to inform product and pricing strategy., • Success Indicators: Product briefs consistently backed by documented customer and market evidence, with competitive benchmarking shared regularly with leadership. CROSS-FUNCTIONAL ALIGNMENT – SALES, MARKETING & SUPPLY CHAIN • Objective: Act as the connective tissue between Sales, Marketing, Supply Chain, and Product so the portfolio operates as a single growth engine., • Go-to-Market Partnership: Partner with Global Sales and Marketing on positioning, launch sequencing, pricing, and commercial readiness for every major launch., • Supply Chain Alignment: Work with Supply Chain from the earliest stages of development on forecast accuracy, sourcing feasibility, and cost targets., • Success Indicators: Product, Sales, Marketing, and Supply Chain operating from a shared launch calendar, with minimal late-stage surprises on cost, supply, or go-to-market readiness. GLOBAL & REGIONAL PRODUCT ADAPTATION • Objective: Ensure the portfolio scales globally while remaining relevant to regional market needs., • Regional Requirements: Partner with regional commercial leaders to adapt specifications, packaging, and compliance for key markets, including North America, the UK and Europe, and Australia and New Zealand., • Global Platform Thinking: Favor shared platforms and components across regions where possible to maximize scale efficiency without compromising local relevance., • Success Indicators: An appropriately localized offering in every major region and a growing share of the range built on shared global platforms. LEADERSHIP & ACCOUNTABILITY • Accountability Cadence: Lead monthly, quarterly, and annual business reviews of the product portfolio’s performance and roadmap progress., • Culture: Build and lead a high-performing global product team grounded in ownership, customer-first thinking, and data-driven decision-making., • Reporting: Report regularly to the CEO and leadership team on roadmap progress, portfolio health, competitive positioning, and cross-functional risks. SUCCESS DEFINITION • Year-End Success Criteria: A clearly defined and actively managed global product strategy and roadmap; a healthier, more focused portfolio with reduced low-performing SKU complexity; strong, trusted alignment across Sales, Marketing, and Supply Chain; and a global product organization capable of scaling with the business. SKILLS & EXPERIENCE • Proven senior product leadership experience (Director of Product, Head of Product, VP Product, or General Management) within tools, hardware, building products, or related durable-goods category., • Demonstrated success building and leading global product strategy and multi-year roadmaps across multiple brands or categories., • Strong track record of cross-functional leadership across Sales, Marketing, and Supply Chain, with the ability to align diverse stakeholders around a shared plan., • Experience with portfolio optimization and SKU rationalization frameworks, and a working understanding of margin, inventory, and cost drivers., • Deep understanding of customer and contractor needs, channel dynamics (retail, wholesale, industrial), and competitive positioning., • Experience adapting products for multiple regions and markets, with international commercial exposure., • Strong data-driven decision-making, executive presence, and the ability to represent the product function at the leadership level., • Bachelor’s degree required; MBA or equivalent advanced degree preferred.

We’re looking for a driven and client-focused Google Ads Coordinator who’s excited to help small businesses grow through smart, high-impact digital advertising. In this role, you’ll manage a portfolio of clients and lead the charge on strategic Google Ads campaigns across Search, Display, YouTube, and Local Services. You’ll play a key role in not only driving performance, but also helping expand the reach of our growing Google Ads division. \n \n For a Google Ads Coordinator, a typical day might look like… \n\n • Building, launching, and managing goal-oriented Google Ads campaigns\n, • Continuously optimizing ads, bids, targeting, and landing pages to drive better results\n, • Checking tags in Google Tag Manager to ensure accurate tracking and performance reporting\n, • Communicating directly with your clients—guiding them through their campaign success\n, • Preparing and presenting clear, data-driven performance reports\n, • Collaborating with Sales and Account Executives to identify upsell opportunities and support new proposals\n\n \n This job might be for you if… \n\n • You thrive on data, analysis, and figuring out what makes campaigns perform\n, • You’re passionate about helping small businesses succeed in a competitive digital landscape\n, • You can manage multiple clients and projects without breaking a sweat\n, • You have 1–2+ years of experience in Google Ads (Search, Display, Video, or Local Services)\n, • You’re certified in Google Ads—or ready to get certified right away\n, • You’re growth-minded and excited by the potential to build your own book of business\n\n \n Compensation & Perks \n\n • Base Salary: $45,000\n, • Bonus Potential: Up to $25,000+ annually through client retention, upsells, and team performance\n, • Total Comp Range: $48,000–$70,000 annually\n, • Benefits: Health, Dental, Vision, 401k, Paid Family Leave, PTO, Basic Life Insurance, Employee Wellness Platform, and more\n\n \n Top performers may be eligible for promotion to Senior Coordinator within two years—with higher bonuses and added leadership opportunities. \n \n Let’s grow—together. \n If you're ready to make a measurable impact for small businesses and build your career in digital marketing, we’d love to hear from you. \n

Job Description This role is onsite at our Roslyn, NY, Rochester, NY, or Hamilton, NJ office, with the option for a hybrid schedule after the training period. General Summary: A Complex Claims Specialist will possess experience in handling complex medical liability claims, while demonstrating a strong client service focus. Essential Duties & Responsibilities: • Follow standard claims protocols for documentation, coverage verification, and file management, • Maintain accurate and organized claims files, suggesting improvements as necessary., • Manage significant client relationships for claims department, collaborate with underwriting on marketing., • Investigate and document most significant exposures, setting appropriate indemnity and expense reserves, • Develop resolutions strategy and lead negotiations and bring matters to a close, • Attend trials and mediations when necessary, • Adhere to industry Best Practices for effective claim management, • Mentor staff through formal and informal training and development; demonstrate extensive technical expertise to guide and support less experienced claims professionals, • Ensure exceptional data integrity, • Actively manage defense council and partner on litigation strategy, • Proactive communication with insureds, other departments and claim leadership, • Perform additional duties and responsibilities as assigned Education & Qualifications: • Bachelor’s degree or JD required, • Six years’ claims handling experience required; medical professional liability strongly preferred, • NY adjusters license required within the first 6 - 12 months of employment, • Strong analytical and problem-solving skills with attention to detail, • Demonstrate solid and concise business writing proficiency, • Exhibit strong oral communication skills to include presenting information clearly and effectively to diverse audiences, • Ability to work independently as well as assume a mentorship role within a team. Act as a strong example and resource for less experienced colleagues, • Strong ethical judgement and a commitment to maintaining confidentiality, • Must be able to work on site, • Travel required as needed; may include overnight travel The actual compensation for this position will be determined by experience and other factors permitted by law.

Butler/Till is a results-driven marketing agency offering deeply collaborative client experiences, proprietary technology, and world-class partnerships. At Butler/Till, we take immense pride in our independent, women-owned and led status, our unwavering commitment to a purpose-driven approach, and our unique structure as a 100% employee-owned company (ESOP). \n \n SUMMARY \n The Technical Project Manager (TPM), will oversee complex software delivery projects from inception to deployment, ensuring a seamless client experience while driving time and resource efficiencies. As a pivotal member of the Product & Technology Practice, the Technical Project Manager will guide collaboration among stakeholders to enhance project outcomes while mitigating risks. \n \n KEY OUTCOMES & RESPONSIBILTIES \n Key Outcome: Manage projects, acting as Scrum Master, and ensure project and delivery metrics are being met \n Key Responsibilities: \n\n • Lead and manage all aspects of software delivery projects to ensure quality standards, timelines, and budgets are all met\n, • Conduct agile ceremonies, including planning, demos and retrospectives for continuous improvement\n, • Act as a liaison between development team members and stakeholders, ensuring clear communication of project status, risks, and issues\n\n \n Key Outcome: Allocate resources, identify and mitigate risks and issues within projects \n Key Responsibilities: \n\n • Collaborate with functional leads to allocate resources effectively and manage project scope\n, • Identify and escalate risks proactively, ensuring timely resolution to keep projects on track\n, • Participate in forecasting, resource planning, and scoping for projects and requests within the product portfolio\n\n \n Key Outcome: Ensure and foster collaboration & engagement across project and functional teams \n Key Responsibilities: \n\n • Serve as a communication hub, facilitating connections between all team members and stakeholders, both internal and external\n, • Lead formal team status meetings and maintain comprehensive project documentation\n, • Utilize project management tools to drive process improvement and efficiency across the portfolio\n\n \n REQUIREMENTS \n REQUIRED: \n\n • Bachelor’s degree in a relevant field or equivalent work experience\n, • 5+ years of software project management experience\n, • Familiarity with Agile methodologies\n, • Exceptional communication and organizational skills, with a strong attention to detail\n, • Proven ability to manage multiple projects effectively and deliver results on time and within scope\n\n \n PREFERRED: \n\n • Certified Scrum Master (CSM) or Project Management Professional (PMP) certification\n, • Client-facing project management experience\n, • Familiarity with Atlassian products\n\n \n CORE COMPETENCIES \n\n • CUSTOMER FOCUS/CLIENT INTIMACY: Seeking to understand client business challenges/needs and delivering continuous value to our clients\n, • COLLABORATIVE: Working with teams and across the organization with ease\n, • OWNER AGILITY: Able to continuously learn and quickly adapt to changing circumstance\n, • RESULTS DRIVEN: accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments\n, • DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting\n\n \n WORK ENVIRONMENT & PHYSICAL DEMANDS \n The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate. (I.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions. \n \n Commitment to Diversity, Equity, Inclusion and Belonging \n Our dedication to Diversity, Equity, Inclusion, and Belonging (DEIB) is a cornerstone of our culture. We believe that the diversity and inclusivity of our workforce are sources of strength. As you become part of our community, you will discover that we are dedicated to creating a positive impact, not only for our clients but also for the communities where we live and work. \n \n EEO DISCLAIMER \n Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind 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 applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. \n \n COMPENSATION \n Butler/Till is committed to providing pay transparency of our compensation philosophy and ensuring equitable pay practices for our employee owners. The compensation range for this position is $68,000 - $108,000 and represents the annual salary range in Rochester, NY. Base pay offered may vary depending on multiple individualized factors, including location, skills, and experience. \n \n This is just one component of Butler/Till’s total compensation package for employee owners. The total compensation package for this position may also include other elements, including ESOP (employee stock ownership plan), an annual bonus, in addition to a full benefits package, and paid time off benefits, including 100% paid parental leave. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. \n

Butler/Till is a results-driven marketing agency offering deeply collaborative client experiences, proprietary technology, and world-class partnerships. At Butler/Till, we take immense pride in our independent, women-owned and led status, our unwavering commitment to a purpose-driven approach, and our unique structure as a 100% employee-owned company (ESOP). \n \n SUMMARY \n The Field Team Lead is a strategic, results-driven leader who excels at developing high-performing teams while championing exceptional customer experiences and driving account growth. This role is responsible for managing and mentoring a team of Field Account Managers, equipping them with the tools, training, and support necessary to succeed in both client service and sales. The Field Team Lead is responsible for leading the team with a focus on excellence, fostering strong client relationships, identifying growth opportunities, and ensuring a smooth and efficient experience with our marketing solutions. \n \n As a manager of people, the Field Team Lead is a confident, dynamic leader dedicated to the success of both the team and our client. They inspire their team to deliver exceptional service as trusted advisors, using their marketing expertise and consultative sales skills to understand client needs and effectively present BT’s comprehensive marketing campaigns, including branding, content creation, and paid search. By leveraging industry knowledge, customer insights, and collaborative strategies, the Field Team Lead drives the team to meet ambitious sales goals while ensuring long-term client satisfaction and growth. \n \n KEY OUTCOMES & RESPONSIBILITIES \n Key Outcome: Drive team excellence and foster strong client relationships \n Key Responsibilities: \n\n • Team Leader and Mentor: Supervise and mentor a team of Field Account Managers, fostering a collaborative and high-performance culture that aligns with company goals; provide coaching, feedback, and development opportunities to ensure individual and team success\n, • Relationship Builder: Empower the team to create successful long-term client relationships by understanding client needs, proactively addressing concerns, and ensuring regular, meaningful communication that enhances trust and loyalty\n, • Account Health Champion: Guide the team in overseeing the overall health of assigned accounts, ensuring successful contract renewals, setting, and managing client expectations\n, • Client Experience Advocate: Model and instill a client-centric mindset, ensuring the team delivers exceptional support, promptly resolves issues, and consistently creates positive client experience\n, • Strategic Cross-Seller: Equip and support the team to proactively identify and pursue cross-sell opportunities with customers already engaged in Butler/Till programs, driving incremental revenue growth\n, • Engagement Driver: Lead efforts to maintain high engagement rates with clients by encouraging active, value-added outreach to promote retention and generate new business opportunities\n\n \n Key Outcome: Grow existing accounts by expanding product adoption and deepening client engagement \n Key Responsibilities: \n\n • Manage Sales Pipeline Development: Lead the identification and nurturing of a strong pipeline for upsell and new business opportunities, ensuring the team consistently prioritizes high-value prospects\n, • Lead Sales Strategy Implementation: Offer guidance and oversight to the team in driving enrollments for all Butler/Till program offerings using a solution-oriented sales approach\n, • Drive the Consultative Sales Process: Support and guide the team in implementing consultative sales strategies, ensuring consistent and effective performance\n, • Set and Monitor Sales Targets: Define measurable sales targets for each team member and regularly review progress, including metrics such as call activity, appointments, presentations, and new enrollments\n, • Evaluate and Report on Performance: Lead the strategic oversight of team outreach efforts, insights, recommendations, forecasts, and outcomes, ensuring alignment with organizational goals and providing actionable visibility into performance\n, • Strategically Guide Team to Achieve Revenue Goals: Lead efforts to exceed revenue targets through targeted upselling and cross-selling within existing client accounts\n\n \n Key Outcome: Drive program retention through strategic engagement \n Key Responsibilities: \n\n • Foster Account Health: Monitor and analyze account performance metrics, proactively addressing issues to ensure customer satisfaction and long-term retention\n, • Cultivate Strategic Customer Loyalty: Build deep, trusted partnerships with clients by delivering ongoing value through personalized engagement and proactive support\n, • Optimize Client Engagement: Implement high-touch outreach strategies to ensure customers remain actively engaged with Butler/Till programs, continuously reinforcing the value of our offerings\n, • Leverage Customer Insights: Regularly collect and analyze client feedback, usage data, and engagement trends to inform strategies that strengthen retention efforts\n, • Execute Renewal Strategies: Secure contract renewals by proactively identifying customer needs, creating strategic account plans, and ensuring smooth negotiation processes\n, • Continuously Analyze Metrics: Regularly track and maintain detailed data on retention-focused activities, including client interactions, renewal rates, engagement scores, and outcomes\n\n \n Other Responsibilities: \n\n • Own and execute annual and monthly enrollment activities ensuring an exceptional client experience\n, • Other responsibilities may be required due to business needs and scope of work\n, • Some travel to marketing events hosted by BT or clients is required\n\n \n QUALIFICATIONS \n Required \n\n • 7+ years of experience in Sales Management\n, • 4+ years of experience in end-to-end sales solutions\n, • Solution-focused sales experience with a strong understanding of consultative selling and sales strategies\n, • Proven track record in account management with cross-selling expertise\n, • Excellent communication and presentation skills\n, • Exceptional negotiation and closing skills\n, • Self-motivated, results-oriented, and able to thrive in a fast-paced environment\n\n Preferred \n\n • Bachelor’s degree in Sales, Marketing, or Communication – a combination of education and experience will be considered\n, • 2+ years’ experience with CRM software\n, • Experience marketing at larger scale events such as trade shows exhibiting\n, • Outside sales experience\n, • Experience with marketing products; branding and digital marketing\n\n \n CORE COMPETENCIES \n\n • CUSTOMER FOCUS/CLIENT INTIMACY: Seeking to understand client business challenges/needs and delivering continuous value to our clients\n, • COLLABORATIVE: Working with teams and across the organization with ease\n, • OWNER AGILITY: Able to continuously learn and quickly adapt to changing circumstances\n, • RESULTS DRIVEN: Accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments\n, • DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting\n\n \n WORK ENVIORNMENT & PHYSICAL DEMANDS \n The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate (i.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions. \n \n COMMITMENT TO DIVERSITY, EQUITY, INCLUSION AND BELONGING \n Our dedication to Diversity, Equity, Inclusion, and Belonging (DEIB) is a cornerstone of our culture. We believe that the diversity and inclusivity of our workforce are sources of strength. As you become part of our community, you’ll discover that we are dedicated to creating a positive impact, not only for our clients but also for the communities where we live and work. \n \n EEO DISCLAIMER \n Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind 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 applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. \n \n COMPENSATION \n Butler/Till is committed to providing pay transparency of our compensation philosophy and ensuring equitable pay practices for our employee owners. The compensation range for this position is $66,000- $104,000 and represents the annual salary range in Rochester, NY. Base pay offered may vary depending on multiple individualized factors, including location, skills, and experience.

Senior Manager, Client Acquisitions – M&A & Business Development \n Location: Rochester, NY, US \n Employment Type: Full-time \n Work Model: Hybrid \n Salary: $114,100–$179,300 + bonus and restricted stock units \n Overview \n Senior Manager responsible for driving client-base acquisitions across payroll and human capital services. Owns the acquisition lifecycle from opportunity sourcing and due diligence through negotiation, closing and post-acquisition integration. \n Responsibilities \n\n • Develop and execute strategies to identify and close client-base acquisition opportunities\n, • Build and manage a pipeline through market research, prospecting and relationship development\n, • Develop relationships with payroll service bureau owners and industry stakeholders\n, • Lead cross-functional transaction activity across finance, legal, risk, operations, sales, HR and marketing\n, • Conduct due diligence and negotiate transaction terms, contracts and deal structures\n, • Oversee post-closing onboarding, conversion, upselling and retention\n, • Monitor acquisition performance and communicate results and strategic updates to leadership\n, • Refine acquisition strategy using market data, industry trends and digital sourcing tools\n\n Requirements \n\n • Proven experience in M&A, sales leadership, business development or a related acquisition-focused role\n, • Experience managing the full transaction lifecycle from sourcing through integration\n, • Demonstrated P&L accountability\n, • Strong negotiation, financial analysis and strategic decision-making skills\n, • Excellent relationship-building and stakeholder management capabilities\n, • Ability to influence cross-functional teams without direct authority\n, • Experience in payroll, human capital management, banking or private equity advantageous\n, • Comfortable working in a fast-paced, evolving environment\n, • Strong analytical, communication and problem-solving skills\n\n

Job DescriptionDescription: Proposal Manager - Rochester, NY Rochester, NY is home to Fisher Associates’ headquarters and a broad multidisciplinary AEC practice, making it a strong environment for a senior pursuit professional who understands how technical expertise, client relationships, and compelling proposal strategy come together. In this role, you’ll help Fisher position its transportation, landscape architecture, energy, civil/site, environmental, planning, design, and other professional services for complex pursuits. You’ll work directly with Practice Directors, Client Managers, technical teams, marketing professionals, and leadership to guide opportunities from early capture through proposal submission and interview preparation. If you’re ready to take ownership of high-value pursuits and have a visible influence on how an established AEC firm competes for work, this role gives you the opportunity to combine strategy, storytelling, visual communication, and execution. What You'll Do • Lead the full proposal lifecycle from opportunity evaluation through submission and interview preparation., • Facilitate pursuit strategy discussions, kickoff meetings, go/no-go conversations, and proposal planning., • Develop win themes, proposal narratives, executive summaries, value propositions, differentiators, proof points, and client-focused messaging., • Manage proposal schedules, assignments, quality control, compliance, and final submissions., • Write, edit, and refine proposal content, resumes, project descriptions, and supporting materials., • Coordinate cross-functional teams and drive accountability throughout complex pursuits., • Support interview preparation, presentation development, coaching, pursuit process improvement, and implementation of AI-enabled proposal technologies and analytics.Requirements: What We're Looking For • Bachelor’s degree in Marketing, Communications, Business, Journalism, or related field., • Minimum of 10 years of experience with proposal management, pursuit management, or strategic marketing experience within the AEC industry., • Proven experience leading complex, high-value pursuits and influencing senior technical teams., • Strong understanding of capture strategy, win themes, and client-focused proposal development., • Exceptional writing, editing, communication, and project management skills., • Ability to manage multiple concurrent deadlines in fast-paced environments., • Advanced proficiency in Adobe Creative Suite, including InDesign, Illustrator, and Photoshop., • Advanced proficiency in Microsoft Office., • Experience developing highly polished, visually compelling proposal and interview materials., • Strong understanding of layout, typography, visual hierarchy, and branded communication., • Ability to guide visual storytelling and collaborate on graphics, infographics, and presentation design., • Ability to influence teams and drive accountability without direct authority., • Strong strategic thinking, executive presence, and communication skills., • Ability to balance strategy, creativity, storytelling, and hands-on execution., • High standards for content, compliance, visual communication, and the overall evaluator experience. Preferred Qualifications • Familiarity with CRM systems, proposal tools, and AI-assisted proposal platforms. Why Join Fisher • Shape meaningful infrastructure, environmental, and community outcomes through work that has visible local and regional impact., • Grow in a collaborative culture where accessible leaders welcome ideas, feedback, ownership, and professional development., • Build your career through mentorship, technical learning, leadership opportunities, and exposure to multidisciplinary project teams., • Thrive in a flexible, team-driven environment that values quality, accountability, work-life balance, and long-term success. Compensation + Benefits • Medical, dental, and vision insurance., • 401(k) plan., • Company-paid life and disability insurance., • Hybrid work schedule, generous PTO, paid holidays, and strong work-life balance., • Shareholders program, professional development opportunities and reimbursement, supplemental benefits, and employee groups focused on community, inclusion, and employee voice. Location Flexibility This role is aligned to the Rochester, NY market for firmwide AEC pursuit leadership, multidisciplinary proposal strategy, and client-focused business development support. Fisher may also consider strong candidates located near Buffalo, NY; Syracuse, NY; Binghamton, NY; Ithaca, NY; Albany, NY; Canonsburg, PA; or Sugar Land, TX; based on project needs, client alignment, team growth priorities, and business development opportunity. This position is open to remote candidates; however, remote work arrangements are evaluated on a case-by-case basis and are dependent on the candidate’s experience level, demonstrated qualifications, and ability to perform the essential functions of the role independently. Equal Employment Opportunity Fisher Associates is committed to fostering a diverse and inclusive workplace where all individuals are respected, valued, and empowered to thrive. We do not discriminate on the basis of any protected status under federal, state, or local law. #LI-Hybrid #LI-DNP

Job Description Senior Relationship Director — UHNW & Institutional Clients Hybrid | Rochester, NY Area preferred. Willing to consider the East Coast. 1X/month travel to Rochester, NY. Compensation: Base 150K - 180K + Commission. OTE should grow to 300K+ over time. The real opportunity for this candidate is to become part of the firm's management company and participate in their equity program. If you do not currently have equity in your current job and want to spend the prime part of your career earning an ownership stake in a well-established wealth advisory firm, this is an opportunity you should absolutely consider. A growing independent investment advisory firm is seeking a senior, client-facing advisor to serve ultra-high-net-worth families, business owners, and select institutional clients, including endowments and foundations. This is a relationship-driven advisory role for someone who combines strong investment judgment with the ability to earn trust, lead complex client conversations, and develop new business. This is not a portfolio-management, investment-research, or administrative role. How You’ll Spend Your Time: 50% — Relationship Development & Business Growth • Partner with senior advisors and marketing to turn the firm’s brand, expertise, events, and market presence into new-business opportunities., • Develop relationships with attorneys, CPAs, trustees, and other influential referral partners., • Cultivate prospects, support presentations and follow-up, and help convert opportunities into long-term client relationships., • Create new opportunities and meetings proactively rather than relying solely on inbound referrals., • Build a pipeline of UHNW and institutional prospects through direct outreach, professional networks, centers of influence, board relationships, community involvement, and firm-sponsored activities. 30% — UHNW & Institutional Advisory / Client Leadership • Partner closely with internal investment, planning, reporting, and client-service teams while maintaining ownership of senior client relationships., • Serve as a primary client advisor and coordinate with attorneys, CPAs, trustees, and other external professionals., • Help UHNW clients navigate integrated investment, tax, estate, succession, liquidity, and wealth-transfer considerations., • Advise clients on investment strategy, asset allocation, governance, liquidity, spending, and long-term objectives., • Build trusted relationships with UHNW families, business owners, investment committees, and institutional decision-makers. 10% — Investment Knowledge & Professional Development • Continue developing expertise in institutional investing, wealth management, governance, and related advisory issues., • Participate in investment discussions and remain current on capital markets and portfolio implications., • Maintain a strong understanding of the firm’s investment philosophy and capabilities across UHNW and institutional client segments. 10% — Leadership & Firm Development • Demonstrate the judgment, initiative, and leadership potential to take on broader responsibilities over time., • Mentor colleagues and strengthen a collaborative, growth-oriented culture., • Contribute to strategic initiatives and represent the firm in the marketplace and community. Ideal Background • 5+ years of experience in wealth management, investment advisory, institutional consulting, investment management, or a related field., • Experience serving UHNW families, business owners, institutional investors, or other sophisticated clients., • Strong investment knowledge and the ability to discuss complex portfolio topics with sophisticated audiences., • Proven relationship-management and business-development capability., • Executive presence, sound judgment, strong communication skills, and high emotional intelligence., • Ability to translate institutional investment disciplines into practical advice for private clients., • Intellectual curiosity, integrity, a collaborative style, and interest in becoming a long-term leader within the firm. CFA, CFP, CAIA, MBA, or similar credentials are valued, but they are not a substitute for strong client-advisory, relationship-building, and business-development ability. What Success Looks Like • Become a trusted advisor to sophisticated UHNW and institutional clients., • Build a meaningful pipeline and convert opportunities into long-term client relationships., • Expand the firm’s presence among UHNW and institutional audiences., • Bring credibility and clarity to complex investment and planning discussions., • Effectively leverage the firm’s investment platform, team, and intellectual capital to deliver differentiated advice., • Develop into a key leader supporting the firm’s long-term growth and client relationship strategy. #ZR