Offres sales advisor à Vancouver, WashingtonCréer des alertes d'emploi

In lieu of one year of sales experience, has previously held the role of Relationship Manager, Advisor Development Program RM, Credit Solutions Advisor, or Relationship Manager Business Owner Specialist at Bank of America for a minimum of six months. Bank of America is committed to an in-office cult

By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one p

Location: 13215 SE Mill Plain Boulevard - Vancouver Washington 98684 Job Summary Be a problem solver trusted advisor and partner to the people and businesses in our Key Bank communities. The Branch Manager builds coaches develops leads and motivates a team that is capable of providing excellent client service in all interactions analyzing clients needs and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to in-person branch team on operational/regulatory procedures ensuring compliance with operational security audit procedures and timely completion of branch operational tasks. The Branch Manager leads his/her team in-person through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture being present with every client and teammate and realizing the impact we can have on their day personally professionally and financially, • Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business both in branch and on site with small business owners., • Accountable for growing the business through retention expansion and acquisition tactics and for leading Branch team to success in attaining activity behavior and outcome expectations as well as achieving individual expectations., • Leads and develops the in-person branch team ensuring understanding of Keys products and services Keys sales and service process and the competitive landscape while instilling Keys vision and values with branch team, • Facilitate strong partnerships within branch team and with line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs, • Responsible for managing staffing and scheduling all direct report work schedules within the branch including recruiting/identifying talent interviewing selecting the branch team and successfully onboarding and training new teammates, • Facilitates in-person morning huddles and end of day debriefs, • Deliver a consistent disciplined coaching and performance management process by observational coaching joint sales calls growth and development utilization of training tools all leveraging our culture of reward and recognition, • Provide guidance and direction to branch team to ensure compliance of regulatory security and internal controls which includes timely completion of all branch operations tasks, • Work on Saturdays as directed by management., • Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key. Education • High School Diploma GED or equivalent experience (required) or, • Bachelors Degree (preferred) Work Experience • Minimum of 1 plus year experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required), • Minimum of 1 plus year demonstrated small business deposit/credit experience and familiarity with small business operations (required), • General understanding of financial statements and concepts (required), • Demonstrated understanding of consumer credit including loan to value debt to income and credit reports (required), • Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required), • Demonstrated experience with influencing business partners as this role will require significant influence of partners such as Key Investment Services Mortgage and Business Banking sales professionals (required), • Demonstrated ability to effectively communicate and possess strong public speaking skills (required) Licenses and Certifications • Notary License (preferred) Skills • Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships., • Is knowledgeable about the clients accounts and business with the bank and uses sound judgment with clients and transactions., • Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients financial wellness goals leveraging system generated lead lists walk-ins and professional contacts., • Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values strategic intent and practices; keeps focus on the desired end state while acknowledging the human impact., • Strong work ethic and high level of integrity., • Excellent time management skills with ability to lead team through multiple priorities., • Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans., • Building and maintaining strong connections and interactions with clients partners and other stakeholders to acquire new clients retain existing ones and foster trust and loyalty., • Leading developing and supporting teammates through recruiting training performance management and creating a positive work environment to ensure team alignment with the banks goals., • Identifying and pursuing opportunities to grow the banks sales by researching market trends developing sales strategies and implementing initiatives to attract new clients and expand existing relationships., • Implementing strategies and actions to grow the banks market presence and client base by identifying new markets developing new products or services and expanding existing ones., • Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners negotiating agreements and managing ongoing relationships., • Managing the day-to-day activities required to run a bank branch efficiently including overseeing transactions ensuring compliance with regulations maintaining security measures and keeping accurate records., • Branch managers often need to make important decisions regarding client complaints teammate conflicts and business operations, • Identifying and assessing potential risks in projects or tasks is crucial especially when overseeing large sums of money, • Strong leadership skills are essential for motivating and guiding teammates effectively, • The ability to encourage and inspire the team to achieve company goals and improve productivity, • Managing budgets analyzing performance and making informed decisions based on financial data, • Tackling unexpected challenges and improving branch operations, • Setting long-term goals and identifying opportunities for growth Core Competencies • All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies. Physical Demands • Consumer Retail Management - Ability to communicate face to face and on the phone with clients frequent use of hands to manipulate/grasp objects occasional bending and lifting from floor height frequent lifting of 1 10 lbs. occasional lifting of up to 30 lbs. Travel • Occasional travel to include overnight stay. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid drivers license. Work Location Category * COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $68000.00 - $103000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click ___

By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one p

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on on

At Safe Haven Security, we are more than just a home security company! We are a team of dedicated professionals who are passionate about making a difference in the lives of our customers and our employees. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service. Position Summary Safe Haven Security is looking for an Installation Technician / Security Advisor to join our organization. In the role of Installation Technician / Security Advisor you will play a crucial role in providing best-in-class service to our customers by installing, servicing, and troubleshooting residential alarm and automation systems. Your primary goal will be to ensure the proper functioning and optimal performance of security systems, providing our customers with peace of mind and protection. In this role you will: • Perform installation of security alarm systems including control panels, sensors, cameras, and other related equipment., • Engaging in sales consultations with customers to understand their needs and recommend appropriate security solutions., • Diagnose and troubleshoot technical issues related to the customer's security alarm systems, identifying root cause, and implementing appropriate solutions to ensure proper function., • Conduct thorough testing of installed security systems to ensure all components are functioning correctly and make necessary adjustments or repairs., • Educate customers on the proper use and functionality of their security alarm systems, ensuring they are comfortable and confident in operating the equipment., • Complete all necessary paperwork, including installation reports, service tickets, and inventory records, ensuring accurate and up-to-date documentation of all installations and repairs., • The ability to obtain or possess basic tools necessary for the job duties., • Proficient in installing, troubleshooting, and maintaining security alarm systems, including control panels, sensors, cameras, and related equipment., • Excellent interpersonal and communication skills to interact with customers in a professional and courteous manner, providing clear instructions and addressing any concerns or questions., • Auto insurance coverage must meet company standards throughout employment., • Must be able to obtain or possess an alarm agent permit where applicable and according to Federal, State, and Municipal laws., • Must be able to obtain or possess a valid driver's license and driving history must meet company standards throughout employment. Candidates in the role of Installation Technician / Security Advisor must meet these physical requirements to ensure not only their own safety, but also the quality and reliability of the installations performed. All potential employees will be evaluated for these requirements as part of the hiring process. • Sustained periods of standing, climbing on ladders, and maneuvering in tight spaces., • Ability to use hand and power tools, and the ability to handle small components accurately., • Ability to lift, carry, and position heavy objects up to 50 pounds, potentially overhead or in awkward positions., • Keen eyesight for detailed work., • Frequent bending, crouching, reaching, and maintaining balance while working on ladders or at elevated heights., • Capability to work in diverse indoor and outdoor environments, enduring temperature fluctuations and inclement weather., • Ability to drive personal vehicle for long periods of time throughout the day. About Safe Haven At Safe Haven Security LLC, we are more than just a home security company. We are a team of dedicated professionals who are passionate about making a difference in the lives of our customers and our employees. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service. When you join Safe Haven Security LLC, you become part of a dynamic and innovative organization that is committed to excellence. We believe in investing in our employees and providing them with the tools and resources they need to succeed. We offer comprehensive training programs, ongoing support, and opportunities for growth and advancement. At Safe Haven Security LLC, we foster a culture of teamwork, collaboration, and mutual respect. We believe that our employees are our greatest asset, and we strive to create a positive and inclusive work environment where everyone feels valued and appreciated. As a company, we are dedicated to staying at the forefront of the industry, constantly evolving and adapting to meet the changing needs of our customers. We embrace innovation and technology, and we are always looking for talented individuals who share our passion for excellence. If you are looking for a rewarding career in the home security industry, Safe Haven Security LLC is the place for you. Safe Haven has won several awards including being one of "America's Greatest Places to work" from Newsweek and is the 6-time winner of Inc. Magazine's America's Fastest-Growing Private companies. Join our team and be part of an organization that is committed to making a difference and creating a safe and secure environment for every home we serve. Safe Haven Security is an Equal Opportunity Employer / Veterans / Disabled. We celebrate diversity and are committed to creating an inclusive environment for all employees. Why Join Safe Haven • Weekly pay, commission earned on installs, with uncapped earning potential, • Mileage reimbursement, • Comprehensive paid training, • Paid Time Off (PTO) program and paid holidays, • Medical, Dental, Vision, 401k, and Life Insurance Coverage, • Employee Assistance Program (EAP), • Recognized by Newsweek's "America's Greatest Workplaces"!, • Safe Haven is the largest employee-based ADT Authorized Dealer

Previous inside sales experience preferred; will also consider customer service or real estate, or other sales experience. Real Estate Sales Support Representative. As a member of the Redfin Sales Support team, you'll be the first point of contact for potential customers via phone, text, or email an

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term finan

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll also work on garment refill & care, presentation and contribute to a clean and ti

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll also work on garment refill & care, presentation and contribute to a clean and ti

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on on

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll also work on garment refill & care, presentation and contribute to a clean and ti

Job Description Job Title: Seasonal Beauty Advisor Reports to: Store Manager Location: Retail Field Who You Are: Embark on a serene journey as a Seasonal Beauty Advisor with L’Occitane. Our Beauty Advisor’s immerse your senses in the warmth of Provence through personalized beauty moments. Our goal is to form genuine, trusted relationships with each guest while experiencing luxury through our iconic products. We are seeking an individual passionate about creating a sensory oasis within our beauty space. You will choreograph an experience that lingers in the memory of everyone entering our iconic yellow doors. The Fundamentals of What You’ll Do: • Be the Host: Create every guest as if they were a cherished guest in your home, extending warm hospitality and offering a sensorial experience that fosters genuine connections., • Prioritize Guest Experience: Anticipate the needs of your guests and strive to exceed their expectations., • Keep an Open Mind: Welcome feedback openly, presume positive intentions, and maintain a growth-oriented mindset., • Let Success Drive You: Support & assist with all store operations, policies, and procedures, you are encouraged to take the initiative by solving problems and putting the customer's needs first., • Foster a Team Culture: Offer direction, mentorship, and encouragement to your colleagues cultivating a team culture that is both positive and inclusive., • Strong communication skills and creative problem-solving ability., • Entrepreneurial attitude with a background in a sales-driven environment, • Mindset focused on customer satisfaction (internal and external customers), • Interest in skincare, body care and fragrance is beneficial., • Adaptability and flexibility are recommended Who We Are: We are committed to the Planet. We contribute to the company's waste reduction targets through their support of related in-store initiatives, such as our in-store recycling program, following inventory management guidelines to reduce product waste, and eliminating the purchase of single-use plastics, as well as by promoting our refill products to heat targets. All Applicants: L'Occitane's Privacy Statement United States Applicants Only: Employee Rights FMLA: Posters FMLA Special Rules for Returning Military Members (USERRA) Powered by JazzHR PhExdfv7tH

Job Description CI Azumano is Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We offer 24/7 support for travelers while also supporting customers with travel expense management, policy implementation, technology solutions, business intelligence tools, and vendor negotiations. Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation. CI Azumano is seeking a Part-Time Travel Advisor in Vancouver, Washington. e objective of this work is to {{insert objective here}}. The ideal candidate will have a proven history of successfully planning cruise and tour vacations, while providing outstanding customer service and achieving sales excellence. Basic Qualifications: • 2+ years of agency experience, • Excellent sales skills, • Experience with GDS, CRMs and Microsoft applications Salary at Seneca is based on a variety of factors including but not limited to location, experience, skill set, performance, licensure and certification, as well as contract-specific affordability and organizational requirements. The range of this position in other geographic locations may differ. The projected compensation range for this position is below. The estimate displayed represents the typical range for this position and is just one component of our total compensation package for employees. The projected hourly rate for this position is between:$21—$25 USD Equal Opportunity Statement: Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.

Job DescriptionEBS Consultant IIILocation:Richardson, TexasReport To:Operations Director Position Summary:The EBS Consultant III will interact effectively with the team and lead high performing, multidisciplinary consulting teams. This role will serve as a trusted advisor focusing on business driven transformation projects. The ideal candidate will have multiple years of recent exposure to Oracle E-Business Suite modules, real world business processes, and will be familiar with domain areas specific to a module discipline such as Financials, Supply Chain, Planning, Human Resources, and Management. Role Responsibilities:Works with the engagement lead to structure overall consulting engagement solution approaches.Seeks out client input to better understand needs and develop ideas for how to meet those needs.Leads in-depth competitive and value analyses on engagements.· Analyzes all factors relevant to the situation/problem and calibrates recommendations by business impact, costs, resources, and people outcomes.· Leads a team of consulting, IT professional & subject matter experts in establishing complete business and functional requirements, then translating those requirements into actionable project initiatives with associated metrics.· Establishes and builds agreement among project team members for project milestones, resource requirements, timelines and measures of success· Recognizes conflicting goals and provides guidance/coaching to team members to better meet client needs· Consistently drives the project team toward exceeding expectations on the completion of project milestones and overarching project timelines.· Interacts with client business and IT leaders, to develop effective business relationships, manage client expectations and ensures quality of client services rendered.· Works with sales and presales teams to prepare proposals, participate on client presentations and support business development and the sale of professional services.Key element of this role will also include being able to meet with senior business and IT leaders and present viewpoints and establish credibility for the company to generate leads for consulting and transformation workProvides opportunities for team members to develop skills and overcome performance barriers.Provides Oracle EBS expertise to client and less experienced consulting team members.Train other teammatesOther projects/assignments as required Qualifications and Experience:· Bachelor’s degree in a computer-related field, or equivalent training and experience preferredMinimum 7 years developing, designing and implementing Oracle E-Business Suite based solutionsMinimum 7 years of IT experienceConsulting and System Integration experience in a top tier consulting organization highly desirableAbility to interact at all levels of clients and organizationsMust have excellent writing and communication skills; able to communicate with technical and business community· Experience with software and Infrastructure Change Management, Release Management, and Source Code Configuration ControlProficient with tools used to support Oracle application development including, but not limited to, SQL, PL/SQLExperience with actively contributing to the report design process, code deliverables, and unit and integration testing.Experience with designing, developing and supporting extensions and customizationsThe ability to work as an individual and to be able to demonstrate initiative to proactively solve problems with minimum supervisionWorking knowledge of Oracle E-Business Suite R12Must be able to manage multiple assignments, set priorities and meet deadlines

Job Description Join Our Team at True North Group Position: Outside Sales Representative Number of Openings: 1 Territory Role Available About True North Group At True North Group, we're more than an insurance agencywe're trusted partners to small and mid-sized businesses. Our mission is to protect what matters most: their people. We do this by delivering personalized supplemental insurance solutions and exceptional service. If you're someone who thrives on building relationships and helping others, this Outside Sales Representative role was made for you. The Role As an Outside Sales Representative, you'll be on the front lines of our business, visiting local companies in your assigned territory. You'll discover each client's unique needs, guide them through our range of insurance products, and become a trusted advisor they can rely on. With the freedom to set your own schedule, you'll balance in-person visits with strategic phone outreach, all supported by our intuitive Salesforce CRM. What We're Looking For Relationship-Builder: You're energized by meeting new people and earning their trust. Self-Starter: You manage your own calendar, follow through on leads, and set ambitious goals. Clear Communicator: You explain complex information simplywhether one-on-one or presenting to groups of up to 75. Organized & Tech-Savvy: You keep detailed records in Salesforce and never let a follow-up slip through the cracks. Service-Oriented: You genuinely care about clients' well-being, guiding them through claims and policy questions with empathy. Licensed or Ready: You hold (or will obtain within 90 days) a Health & Life general lines licensewe reimburse the fees and support your preparation. Position Overview In this outside sales position, you will: Prospect & Connect: Identify local businesses, connect with the community, and schedule discovery meetings. Present Solutions: Lead tailored benefits presentations for business owners and employee groups. Maintain Relationships: Respond promptly to calls and emails, manage renewals, and assist clients through claims. Track Your Pipeline: Use Salesforce to log interactions, manage tasks, and measure your progress. Collaborate with Your Team: Join weekly strategy sessions to share best practices and celebrate wins. Set Your Own Hours: Build a schedule that fits the businesses you serveearly mornings, late afternoons, or midday visits. We Offer Comprehensive Training: Blend of virtual workshops and ride-along field sessions to get you client-ready. Weekly Draw Pay: Steady income floor plus immediate eligibility for bonuses and commissions. Incentive Rewards: Quarterly retreats, annual trips, cash bonuses, stock awards, and lifetime-vested renewal commissions. Career Growth: Clear pathways to senior sales roles, field training positions, or agency leadership. Supportive Culture: A team that shares resources, mentors new reps, and celebrates collective success. Flexible Schedule: More autonomy over your hours as you build your client base. Additional Qualifications Bachelor's degree or a minimum of 4 years in a customer-facing rolerecent graduateswelcome. Comfort with technologySalesforce experience is a plus. Coachable attitude and a drive to exceed goals. Your New Journey Starts Here If you're ready to hit the ground running, forge meaningful client relationships, and grow a rewarding career in outside sales, True North Group is here to support you every step of the way. Apply now and let's protect our community, together. Learn more and apply at:

Job DescriptionPOSITION TITLE:CLASSIFICATION:HOURS:WAGE:WORK LOCATION:Travel AdvisorFull-Time; Non-Exempt40 hours/week 8:30am-5:00pm$20-22 per hourIn Office Only - Portland, Oregon – Pearl District Job Profile and Description As a Travel Advisor, your primary responsibility is to design and sell customized vacations to destinations worldwide. You will craft bespoke travel experiences tailored to clients' preferences, ensuring seamless and unforgettable journeys. Leveraging your in-depth knowledge of destinations, travel trends, and industry resources. You will curate exceptional itineraries that enhance customer satisfaction while driving sales and conversion rates. In this role, you will act as a trusted travel expert, providing personalized recommendations, handling complex bookings, and resolving any travel-related issues. Your ability to anticipate client needs, negotiate with vendors, and stay ahead of industry developments will directly impact customer loyalty and the overall success of the company. Our busy work environment requires our travel advisors to be able to listen to the customers’ requests, position products, and close sales. Duties and Responsibilities • Design customized itineraries tailored to clients’ travel preferences, budgets, and interests., • Manage client relationships from the initial quote process through booking completion and post-travel follow-up, ensuring a seamless experience., • Communicate effectively via phone and email, providing timely follow-ups and exceptional customer service both internally and externally., • Drive sales by identifying opportunities to upsell and cross-sell additional services or experiences that enhance the client's travel experience., • Handle bookings and reservations with accuracy, ensuring all details are confirmed and aligned with client expectations., • Monitor and manage itinerary changes, cancellations, and disruptions, offering prompt alternative solutions., • Create and manage small group bookings, optimizing profitability by understanding pricing fluctuations between group and FIT (Flexible Independent Travel) products., • Collaborate with suppliers, hotels, and tour operators to secure the best rates and exclusive offers., • Stay updated on travel trends, industry regulations, and emerging destinations to provide expert recommendations., • Assist in marketing efforts by developing relationships with the marketing team to promote specialist destinations when required., • Represent the company as a brand ambassador, internally and externally, including participation in educational destination trips., • Meet or exceed sales targets by leveraging consultative selling skills and maximizing conversion rates., • Maintain detailed client records to ensure personalized service for future bookings., • Ensure compliance with company policies, industry regulations, and business standards. Requirements, Skills, and Experience • REQUIRED: Minimum of 1 year of prior experience as a travel advisor or travel agent in a professional TRAVEL AGENCY setting, • Extensive knowledge of Europe, Asia, the South Pacific, Central and South America, as well as ocean and river cruises., • Passion for travel; travel and geography knowledge is a plus., • geography knowledge and interest in travel important, • Proven track record of meeting or exceeding sales goals in a travel agency environment., • Passion for delivering exceptional customer service, both internally and externally., • Strong relationship-building skills with a focus on enhancing customer experience., • Excellent verbal, written, and listening communication skills., • Professional, polished demeanor with an upbeat, friendly personality and strong phone etiquette., • Proficiency in MS Outlook, Word, Excel, and internet-based tools; experience with GDS (Amadeus preferred)., • Strong problem-solving, negotiation, and conflict resolution skills., • Highly organized, detail-oriented, and adaptable in a fast-paced, performance-driven environment., • Reliable with a strong record of dependability and attendance., • Flexibility to work occasional overtime, including holidays, as needed. Education and Qualifications • Have a high school diploma or GED equivalent, • Must be available for travel 2-4 weeks of the year to relevant destinations to build up product knowledge., • Accurate and complete information about our company’s preferred supplier products and services is provided to customers., • Good working relationships and coordination exist with customers, staff, and management. Supervisor is informed of activities, • The Company’s professional reputation as a leader in the travel industry is conveyed and maintained. Key Business Relationships Willamette International Travel’s travel advisors exceed Company objectives by working closely with management to ensure accuracy, quality, exceptional customer service and business goals/standards are met. Physical Activities and Requirements • FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together., • TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly., • AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information., • AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery (copy machine, keyboard, etc.)., • PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Mental Activities and Requirements • REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables., • MATHEMATICS ABILITY: Ability to perform very basic math skills including adding, subtracting, multiplying, and dividing numbers; the four basic arithmetic operations with money; and operations with units such as inch, foot, yard ounce, and pound (or their metric counterparts). OUR MISSION At Willamette International Travel, our mission is to inspire exploration and meaningful connections by crafting personalized travel experiences that go beyond the ordinary. OUR VISION Our vision is to connect our clients with the past, present, and future for their travel events by delivering amazing and unique experiences. This is done through selling our expert service, selling our diverse products, and promoting our talented people. This is accomplished with EVERY employee at Willamette International Travel being part of the sales cycle. Each interaction you have with a vendor, supplier or client impacts the health and growth of our agency. You are selling the company and our integrity with every interaction you have. Anytime someone asks you “where do you work” or “what do you do?” You are selling our brand to this person with the answer you give.

Job Description CI Azumano Travel is Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We offer 24/7 support for travelers while also supporting customers with travel expense management, policy implementation, technology solutions, business intelligence tools, and vendor negotiations. Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation. CI Azumano is seeking a Part-Time Travel Advisor in Vancouver, Washington. e objective of this work is to {{insert objective here}}. The ideal candidate will have a proven history of successfully planning cruise and tour vacations, while providing outstanding customer service and achieving sales excellence. Basic Qualifications: • 2+ years of agency experience, • Excellent sales skills, • Experience with GDS, CRMs and Microsoft applications Salary at Seneca is based on a variety of factors including but not limited to location, experience, skill set, performance, licensure and certification, as well as contract-specific affordability and organizational requirements. The range of this position in other geographic locations may differ. The projected compensation range for this position is below. The estimate displayed represents the typical range for this position and is just one component of our total compensation package for employees. The projected hourly rate for this position is between:$21—$25 USD Equal Opportunity Statement: Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.

Job DescriptionRelationship Manager – B2B Financial Partnerships Location: Portland, OR (Statewide Travel Required) About the Opportunity NOW CFO is seeking an accomplished Relationship Manager to drive growth and strategic partnerships across Oregon. This role is ideal for professionals with commercial banking or financial services backgrounds who excel at cultivating trusted relationships with business leaders and financial partners. As a market-facing representative for NOW CFO, you’ll develop and manage relationships with Centers of Influence (COIs) — including bankers, CPAs, private equity groups, and business owners — to expand our footprint and deliver tailored financial consulting solutions. You’ll combine the relationship depth of banking with the proactive networking and deal execution of high-level B2B sales. If you’re a connector who thrives on trust-based relationship management, strategic business development, and helping organizations succeed through financial insight, this is an opportunity to make a lasting impact. What You’ll Do * Develop and strengthen referral relationships with bankers, CPAs, and financial professionals statewide. * Serve as a trusted advisor to business owners and executives, identifying operational and financial needs. * Build and manage a robust pipeline through targeted outreach, warm introductions, and ongoing relationship management. * Represent NOW CFO at banking, finance, and professional networking events to elevate market visibility. * Oversee the entire business development cycle—from introduction to close—ensuring a seamless client handoff to our consulting team. * Track and manage all activities within Microsoft Dynamics CRM while maintaining consistent weekly engagement (20–25 meetings). * Collaborate closely with internal market leaders and consultants to align client solutions with business objectives. What You Bring * 5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales. * Established relationships within the banking, accounting, or financial services community (strongly preferred). * Proven success building referral networks, nurturing long-term partnerships, and closing complex business deals. * Strong understanding of accounting or finance principles with the ability to translate financial insights into client value. * Polished communication, presentation, and negotiation skills with C-suite and financial decision-makers. * Self-motivated, disciplined, and highly organized with a professional, client-first approach. * Bachelor’s degree in Finance, Accounting, Business, or a related field preferred. Why NOW CFO Join a fast-growing national consulting firm that partners directly with business leaders to deliver actionable financial solutions. You’ll enjoy: * A competitive base salary with uncapped commission potential. * A collaborative, entrepreneurial culture that rewards initiative and results. * The opportunity to develop lasting partnerships and influence financial strategy across industries. If you’re a relationship-driven professional with deep ties to the financial or banking community, we’d love to hear from you. #ZR

Job DescriptionRelationship Manager – B2B Financial Partnerships Location: Portland, OR (Statewide Travel Required) About the Opportunity NOW CFO is seeking an accomplished Relationship Manager to drive growth and strategic partnerships across Oregon. This role is ideal for professionals with commercial banking or financial services backgrounds who excel at cultivating trusted relationships with business leaders and financial partners. As a market-facing representative for NOW CFO, you’ll develop and manage relationships with Centers of Influence (COIs) — including bankers, CPAs, private equity groups, and business owners — to expand our footprint and deliver tailored financial consulting solutions. You’ll combine the relationship depth of banking with the proactive networking and deal execution of high-level B2B sales. If you’re a connector who thrives on trust-based relationship management, strategic business development, and helping organizations succeed through financial insight, this is an opportunity to make a lasting impact. What You’ll Do * Develop and strengthen referral relationships with bankers, CPAs, and financial professionals statewide. * Serve as a trusted advisor to business owners and executives, identifying operational and financial needs. * Build and manage a robust pipeline through targeted outreach, warm introductions, and ongoing relationship management. * Represent NOW CFO at banking, finance, and professional networking events to elevate market visibility. * Oversee the entire business development cycle—from introduction to close—ensuring a seamless client handoff to our consulting team. * Track and manage all activities within Microsoft Dynamics CRM while maintaining consistent weekly engagement (20–25 meetings). * Collaborate closely with internal market leaders and consultants to align client solutions with business objectives. What You Bring * 5+ years of experience in B2B relationship management, commercial banking, financial partnerships, or consultative sales. * Established relationships within the banking, accounting, or financial services community (strongly preferred). * Proven success building referral networks, nurturing long-term partnerships, and closing complex business deals. * Strong understanding of accounting or finance principles with the ability to translate financial insights into client value. * Polished communication, presentation, and negotiation skills with C-suite and financial decision-makers. * Self-motivated, disciplined, and highly organized with a professional, client-first approach. * Bachelor’s degree in Finance, Accounting, Business, or a related field preferred. Why NOW CFO Join a fast-growing national consulting firm that partners directly with business leaders to deliver actionable financial solutions. You’ll enjoy: * A competitive base salary with uncapped commission potential. * A collaborative, entrepreneurial culture that rewards initiative and results. * The opportunity to develop lasting partnerships and influence financial strategy across industries. If you’re a relationship-driven professional with deep ties to the financial or banking community, we’d love to hear from you. #IND2

Job Description We are seeking an experienced Senior Key Account Manager to lead strategic customer relationships and sales initiatives within industrial water treatment markets. The ideal candidate will bring deep technical knowledge in areas such as cooling systems, wastewater treatment, and recovery boiler operations, along with a proven track record of delivering results in complex industrial environments. This role offers significant career growth, strong benefits, and the opportunity to make a meaningful impact in a high-performance, customer-focused organization. Key Responsibilities • Manage and grow key customer accounts within the industrial water treatment market, • Develop strategic plans to increase account penetration, customer satisfaction, and profitability, • Provide expert technical support across cooling, wastewater, recovery boiler, and related treatment systems, • Serve as a trusted advisor to customers, offering process optimization, cost savings, and problem-resolution guidance, • Collaborate with internal teams, including technical support, engineering, and product management, • Support customer site audits, equipment evaluations, performance reviews, and solution implementation, • Maintain strong CRM discipline, documentation, and account data, • Represent the business professionally at customer sites and industry events Required Qualifications • Bachelor’s degree in Chemical Engineering or related technical field, • 8–10+ years of experience in industrial water treatment, • Strong background in cooling systems, wastewater treatment, and/or recovery boiler operations, • Valid driver’s license with a clean driving record, • Ability to lift up to 50 lbs and spend time walking, standing, sitting, and bending in industrial settings, • Experience working in pulp and paper operations, • Background in high-volume, onsite industrial chemical service, • Strong data analysis, troubleshooting, and customer-facing communication skills What We’re Looking For • A motivated, self-directed professional with strong problem-solving skills, • Someone who thrives in industrial manufacturing environments, • An individual who excels at building strong customer relationships and delivering measurable value Compensation & Benefits • Company vehicle with fuel and maintenance covered, • Sales incentive plan (35%), paid quarterly with guaranteed first-year payout, • Full benefits (medical, dental, vision) starting day one, • 401(k) with company match, • Three weeks vacation plus floating holidays and sick time, • Career advancement opportunities Work Environment • Onsite role, Monday–Friday, • Approximately 25% travel, • No direct people management responsibilities, • Role may require occasional on-call scheduling

Job DescriptionDescription: Tax Senior Manager or Manager, Manufacturing Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Senior Manager or Manager (depending on experience) to join our Manufacturing team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for the Tax Manager is $108,000-$150,000. The estimated salary range for the Senior Tax Manager is $150,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible working hours in the summer, Fridays are optional!, • Incentive plan for sales leads, • Generous Employee Referral Program Requirements: What you’ll be doing • Manage and coordinate tax compliance and advisory work for our commercial clients., • Review Federal, Multi-National, Multi-State Corporate and Partnership tax returns., • Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services., • Research and consult on technical matters and special projects., • Build and manage client relationships while developing and maintaining business development leads., • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service., • Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards., • Identify and communicate internal business improvement opportunities., • Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations., • Work collaboratively in groups with other team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries., • Bachelor's degree in business, accounting or a similar discipline., • Five plus years recent experience in public accounting., • Demonstrated supervisory experience in public accounting., • CPA certification strongly preferred., • Strong verbal and written communication skills., • Construction related experience with contractors, subcontractors, and home developers., • Understanding of IRC Section 460 and long-term contract accounting., • Knowledge of accounting method changes., • Understanding of tax depreciation rules., • Experienced with multi-state taxation and apportionment/nexus rules., • Understanding of taxation of business accruals and prepaid expenses., • Willingness to lead internal training on construction related topics., • Willingness to dig into new legislation and assist the team with understanding the impact on construction clients., • Tax Manager: 5+ years with the above experience., • Tax Senior Manager: 7+ years with the above experience including:, • Oversees larger and more complex client engagements, • Serves as a subject-matter expert in a specialized area, • Reviews work at a higher level and ensure technical accuracy and planning considerations, • Plays a significant role in strengthening existing client relationships and identifying cross-service opportunities, serving as a strategic advisor To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job Description Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for a Distributor Relationship Manager to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin/Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service. As a member of the Business Development team, the Distributor Relationship Manager (DRM) serves as a critical link between Johnstone Supply and Johnstone Services Team (JST) and our Distributor partners in the field. This role builds and sustains strategic relationships to support alignment and Distributor experience while enabling accelerated business growth. The DRM develops a deep understanding of each Distributor’s business model, market strategy, and operational challenges to deliver tailored solutions to foster long-term loyalty. Because our Distributors are located nationally, this role requires 30% - 50% travel. Position responsibilities: • Builds and maintains long-term, trusted advisor relationships with Distributors, earning credibility through consistent support, insight, and results to promote the adoption of tools, programs, initiatives and improve Distributor satisfaction scores., • Becomes the JST expert on assigned Distributors to understand their structure, market approach, strategic priorities, and opportunities for improvement resulting in tailored strategies that increase market penetration and revenue growth., • Visits Distributors and communicates regularly, providing clear visit summaries, documenting action items, and ensuring timely follow-up to enhance transparency, and strengthen trust in Johnstone Supply’s partnership model., • Recognizes and shares Distributor success stories for broader organizational learning, awards, and publications to foster a culture of excellence, inspire peer learning, and amplify JST’s reputation as a collaborative growth partner., • Reviews Distributor strategic planning, including market expansion, product diversification, and acquisition opportunities. Challenge status quo thinking to drive new revenue channels, competitive differentiation, and measurable business growth across Distributor territories., • Facilitates quarterly Distributor Cohort groups to exchange ideas, address challenges, and explore growth strategies to foster collaboration, share actionable insights, and accelerate adoption of best practices that improve collective performance., • Advocates for Distributors internally, ensuring their needs and perspectives are considered in decision-making to promote stronger alignment between field operations and corporate strategy, resulting in improved Distributor satisfaction and engagement., • Collaborates with internal stakeholders to prioritize impactful products, services, and resources to ensure JST delivers high-value solutions that meet Distributor demand and enhance market competitiveness., • Identifies and cultivates new Distributor opportunities through networking and market awareness to expand JST’s market presence and strengthens its strategic footprint in key growth regions., • Serves as the onboarding liaison, ensuring smooth transitions, clear communication, and timely execution of deliverables., • Bachelor’s degree (B.S./B.A) from a 4-year college or university preferred; At least 10 years of experience in distributor relations, vendor management, business development, trade marketing, or a related field; or equivalent combination of education and experience., • Strong business acumen with demonstrated ability to interpret financial statements, assess profitability, and identify revenue growth opportunities., • Ability to perform market analysis, benchmarking, and the use of data insights to inform Distributor strategy and performance improvement., • Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM, ERP, and business intelligence tools,, • Understanding of distribution channel economics, franchise models, and wholesale operations., • Knowledge of compliance requirements related to franchise agreements, business operations, and Distributor governance., • Ability to synthesize complex data sets into actionable recommendations that improve Distributor efficiency, profitability, and alignment., • Ability to apply project management skills: establishing objectives, timelines, and deadlines; action planning to meet deadlines; evaluating project status compared to objectives., • Ability to apply problem-solving skills: listening to, interpreting, and meeting the needs of others; diagnosing and rectifying problems., • Ability to apply organization skills: developing and using systems for organizing and keeping track of information and prioritizing multiple tasks., • Ability to design, implement, and manage relationship management frameworks that drive consistent Distributor engagement and measurable outcomes., • Ability to conduct operational assessments, identifying performance gaps, and implementing targeted improvement initiatives., • Experience facilitating strategic planning sessions, business reviews, and cross-functional collaboration forums (e.g., Distributor Cohorts, leadership summits)., • Ability to interpret and apply Distribution Agreement provisions, ensuring compliance and risk mitigation., • Skill in facilitating open lines of communication with Distributor Partners, employees, and upper-level management., • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely., • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly., • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team., • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity. Visit our website for more information about our growing company. EOE & E-Verify Participating Employer.

Job DescriptionDescription: Tax Manager, Real Estate Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Manager to join our Real Estate team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $108,000-150,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible working hours in the summer, Fridays are optional!, • Incentive plan for sales leads, • Manage and coordinate tax compliance and advisory work for our real estate clients., • Review Federal, Multi-State and local Partnership tax returns., • Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services., • Research and consult on technical matters and special projects., • Build and manage client relationships while developing and maintaining business development leads., • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service., • Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards., • Identify and communicate internal service improvement opportunities., • Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations., • Work jointly with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries., • Adhere to the core values and standards of the organization., • Bachelor's degree in business, accounting or a similar discipline., • Five plus years recent experience in public accounting., • Demonstrated supervisory experience in public accounting., • CPA certification strongly preferred., • Strong verbal and written communication skills., • Real estate related experience with lessors, developers, and private equity real estate funds., • Understanding of 704b book-ups and 704c adjustments., • Knowledge of Opportunity Zones., • Section 1031 exchange transaction consulting and reporting., • Experienced with Waterfall and Targeted Capital allocation provisions of a partnership., • Understanding of 163j business interest limitations, • Understanding partnership basis adjustments under Section 754, 734(b), and 743(b)., • Willingness to lead internal training on real estate related topics., • Willingness to dig into new legislation and assist the team with understanding the impact on real estate clients. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job DescriptionDescription: Tax Senior Manager or Manager, Auto Dealership Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Senior Manager or Manager (depending on experience) to join our Auto Dealership team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Join us and be a trusted advisor to our auto dealership clients at Geffen Mesher! Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for the Tax Manager is $108,000-$150,000. The estimated salary range for the Senior Tax Manager is $150,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible working hours in the summer, Fridays are optional!, • Incentive plan for sales leads, • Generous Employee Referral Program Requirements: What you’ll be doing • Manage and coordinate tax compliance and advisory work for our auto dealership business clients., • Review Federal and State C-Corporation, S-Corporation, and Partnership tax returns., • Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services., • Auto Dealership experience highly preferred., • Research and consult on technical matters and special projects., • Build and manage client relationships while developing and maintaining business development leads., • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service., • Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards., • Identify and communicate internal business improvement opportunities., • Bachelor's degree in business, accounting or a similar discipline, • Experience in the auto dealership industry, • Demonstrated supervisory experience, • CPA certification strongly preferred, • Strong verbal and written communication skills Tax Manager: 5+ years with the above experience in public accounting Tax Senior Manager: 7+ years with the above experience in public accounting including: • Oversees larger and more complex client engagements, • Serves as a subject-matter expert in a specialized area, • Reviews work at a higher level and ensure technical accuracy and planning considerations, • Plays a significant role in strengthening existing client relationships and identifying cross-service opportunities, serving as a strategic advisor, • Contributes to business development efforts, including proposals, networking, and client pitching Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job DescriptionDescription: Senior Manager or Manager, SALT (Direct Tax) Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a SALT Manager or Senior Manager (depending on experience) with Direct Tax experience to support and grow our State and Local tax group. In this role, you’ll be able to juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for the Tax Manager is $108,000-$150,000. The estimated salary range for the Senior Tax Manager is $150,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible working hours in the summer, Fridays are optional!, • Incentive plan for sales leads, • Generous Employee Referral Program Requirements: What you’ll be doing • Delivering a full range of tax planning, consulting and compliance services to clients., • Working closely with staff on all phases of projects and engagement management for multiple clients., • Bachelor's degree in business, accounting or a similar discipline., • Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales, and Use Tax; must be eager to work on a variety of SALT issues and have recent experience with Direct SALT., • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returns, • Recent Preparation experience of state income and franchise tax returns –corporate and pass-throughs-including preparation of workpapers as well as experience in tax software., • Experience with state tax planning, tax research, and tax analysis., • Extensive technical skills, including ASC 740, nexus considerations, unitary filing, apportionment methodologies, tax base rules, tax research, compliance, and consulting as it relates to multi-state jurisdictions., • Ability to supervise staff and lead projects., • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships., • CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification (or in the process of obtaining), • Excellent research, writing, and verbal communication skills. SALT Manager: 5+ years with the above experience. SALT Senior Manager: 7+ years with the above experience including: • Oversees larger and more complex client engagements, • Serves as a subject-matter expert in a specialized area, • Reviews work at a higher level and ensure technical accuracy and planning considerations, • Plays a significant role in strengthening existing client relationships and identifying cross-service opportunities, serving as a strategic advisor To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job Description About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative products and unmatched service. We create meaningful, technology-centered experiences that help our customers prosper. As a Fortune 500 global fintech leader, we unify every aspect of commerce through software and payment solutions that empower business owners and financial institutions alike. If you’re passionate about helping organizations modernize the way they do business through innovative technology, your expertise will be a perfect fit on our dynamic team. At Global Payments, you’ll represent Genius® — our flagship, cloud-based Point of Sale (POS) and payments platform that helps merchants streamline checkout, simplify operations, and grow their businesses. Join us and be part of shaping the future of commerce. Job Summary As an Outside Sales Executive, Financial Institutions, you’ll serve as the key connection between Global Payments and our financial institution (FI) partners, helping them deliver modern payment solutions like Genius® to their commercial clients. You’ll build relationships with local banks and credit unions, lead joint sales efforts, and educate branch teams on how to identify and support new merchant opportunities. Your role combines field engagement, consultative sales, and partner enablement — ideal for someone who loves both relationship-building and driving results. You’ll report to a District Manager and receive mentorship from senior leaders while working independently to achieve sales goals and expand FI partnerships in your territory. Key Responsibilities ● Develop and maintain strong relationships with assigned financial institution (FI) partners, including branch teams, regional managers, and executives. ● Educate and train FI teams on Genius® and Global Payments’ suite of software, payment, and POS solutions. ● Conduct consultative sales presentations and live product demos to help merchants modernize payments and streamline operations. ● Partner with FI branches to identify, qualify, and close new merchant accounts. ● Use Atlas and Salesforce CRM platforms to manage pipeline activity, track performance, and maintain accurate client data. ● Execute local go-to-market strategies and co-branded campaigns with FI partners. ● Stay current on fintech trends and competitive solutions to position yourself as a trusted technology advisor. ● Participate in weekly team meetings, one-on-one coaching sessions, and field visits with your District Manager. Desired Skills & Capabilities ● Proven experience in relationship-driven, B2B sales (SaaS, fintech, payments, or financial services preferred). ● Strong communication, presentation, and consultative selling skills. ● High sense of urgency and self-motivation; comfortable working independently in the field. ● Professional presence, integrity, and ability to influence decision-makers. ● Familiarity with banking, POS, or merchant services industries is a plus. ● Skilled in pipeline management and CRM tools such as Salesforce or Atlas. Minimum Qualifications ● 18 years of age or older. ● Valid driver’s license and ability to travel locally up to 75% of the time. ● Must live within the geographic area of the job posting. ● Background check and drug screening required per company policy. Preferred Qualifications ● High school diploma or GED (college degree preferred). ● Two or more years of relevant B2B, fintech, or financial services sales experience. Compensation On-Target Earnings (OTE): $100,000+ Base Salary: $40,000 Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for exceeding sales goals. Your compensation grows with your results — your success drives your earnings. Benefits Global Payments offers a comprehensive benefits package including: ● Medical, dental, and vision coverage ● Paid time off and recognition programs ● Retirement and investment options ● Employee assistance and wellness programs ● Charitable gift matching and worldwide Days of Service Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We celebrate the diversity of our people and believe inclusion and respect make us stronger. Global Payments is an equal opportunity employer. We welcome applicants of all backgrounds, identities, and experiences. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. Company DescriptionAcross our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.Across our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.

Job DescriptionSalary: $60,000 - $90,000 annual salary Director of Development Job Description The Director of Development is a key member of the leadership team, responsible for managing the training and development infrastructure for advisors with less than 1 year of experience in the Oregon/Southwest Washington offices. This individual must be knowledgeable about activity, productivity, and career milestone expectations for full-time financial advisors, with the skills needed to influence behavior and achieve results across all categories. The role involves coaching advisors in their first 12 months (with ongoing support thereafter), contributing to retention efforts, and participating in the advisor selection process. The Director of Development will also play a significant role in enterprise goal creation and tracking, adding value in every interaction, and conducting trend analysis. Key duties include leading leadership meetings, engaging with mentors, planning strategically, and reporting on key performance indicators/goals. Primary Responsibilities Training & Development • Oversee training and development initiatives during the candidate selection process., • Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams., • Become well-versed in the Culture Index and related coaching technique, • Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed., • Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors., • Train representatives on CRM software usage and ensure accountability for accurate data entry., • Partner with the National Training Program (NTP) to organize training schedules and communicate participant readiness, addressing any gaps or issues., • Coordinate Expert Insight Sessions, facilitating and instructing experts on content delivery. On-going Training • Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals., • Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement., • Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement., • Organize and schedule follow-up training sessions throughout the year to reinforce learning and development. Activity Coaching/Board of Review • Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives., • Strategize, manage, and track office expectations (Blueprint for Success) for the Oregon/Southwest Washington offices, including monitoring activity, production, and commitment for new Financial Representatives (FRs)., • Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders., • Manage the Board of Review process, ensuring accountability to expectations., • Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT., • Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report., • Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO)., • Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity, • Prepare end-of-week coaching summary emails for the leadership team and run activity reports, ensuring continuous communication and feedback loops are maintained Strategic Planning & Liaison • Collect and track business data to ensure pacing for individual and collective goals., • Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET., • Partner with the leadership team to monitor advisors progress and results; provide recommendations for coaching and mentorship opportunities., • Serve as a liaison between Oregon district offices and the San Diego network office to coordinate local development sessions and events., • Weekly connection and coaching with mentors to align on development strategies., • Monitor progress toward and coach advisors to achieve Performance Pathway Incentives., • Lead Oregon/SW Washington teams preparation and planning for district, enterprise, and national meetings; finalize and submit districts slides. Joint Work & Mentoring • Travel between the Portland, Vancouver, and Lake Oswego offices as needed to support mentoring and development activities., • Maintain the joint work list and oversee its use by new advisors., • Manage mentor pairings, ensuring mentors are trained and effectively support new representatives., • Conduct case consultation meetings to facilitate learning and development., • Support the MD executive leadership team with reporting tasks and communicate mentoring and joint work results to the leadership team. Qualifications & Skills • Bachelors Degree preferred., • Five seven years of professional experience, preferably in the sales or financial services industry., • Superior meeting facilitation and presentation skills., • Experience coaching and providing feedback to peers., • Aptitude for addressing issues in a proactive and creative manner and lead crucial conversations. using a results-focused approach., • Effective time management to address multiple priorities at multiple levels., • Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality., • Superior written and oral communication skills., • Committed to professional development (e.g., licensing, registration, designations). Compensation • Base Salary: $60,000 - $65,000 per year with additional earnings potential based on performance The Perks • Medical Coverage, • Dental Coverage, • Vision Coverage, • Life & Disability Insurance, • 401(k), • Paid Time Off Equal Opportunity Employer Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to .

Job Description The mission of Arkose Labs is to create an online environment where all consumers are protected from online spam and abuse. Recognized by G2 as the 2025 Leader in Bot Detection and Mitigation, with the highest score in customer satisfaction and largest market presence four quarters running, Arkose Labs offers the world's first $1M warranties for credential stuffing and SMS toll fraud. With 20% of our customers being Fortune 500 companies, our AI-powered platform combines powerful risk assessments with dynamic threat response to undermine the strategy of attack, all while improving good user throughput. Headquartered in San Mateo, CA, with employees in London, Costa Rica, Australia, Spain, India, and Argentina. Arkose Labs protects enterprises from cybercrime and abuse. As a Technical Account Manager at Arkose Labs, you'll own strategic relationships with our top customers, driving adoption, retention, and growth by delivering technical guidance and business value. You'll lead discovery conversations, guide solution implementation, and act as a trusted advisor—balancing deep technical understanding with strong executive presence. You'll play a critical role in aligning customer goals with Arkose Labs' solutions while managing expectations, influencing outcomes, and ensuring long-term success. Key Responsibilities: • Serve as the strategic partner and primary point of contact for enterprise customers., • Lead technical discovery and intake calls independently—understanding customer architectures, web applications, and cloud stacks., • Guide customers through implementation, optimization, and best practices without needing constant engineering support., • Manage executive relationships and influence stakeholders to adopt recommendations., • Ensure alignment with customer goals, drive adoption, and proactively mitigate churn risk., • Identify and pursue expansion opportunities in collaboration with sales., • Deliver insights and communicate value through reporting, consultation, and thought leadership., • 8+ years in Customer Success, Technical Account Management, Solution Consulting or related technical client-facing roles., • Strong understanding of web applications, cloud infrastructure, and modern development stacks (HTML, JavaScript, APIs)., • Ability to confidently lead technical conversations and troubleshoot issues., • Executive presence with excellent communication, relationship management, and consultative skills., • Bachelor's degree in Computer Science, MIS, Engineering, or its equivalent. Why do top tech professionals choose Arkose Labs? • Cutting-Edge Technology: Our high-efficacy solutions, backed by solid warranties, attract leading, global enterprise clients., • Innovation and Excellence: We foster a culture that emphasizes technological innovation and the pursuit of excellence, ensuring a balanced and thriving work environment., • Experienced Leadership: Guided by seasoned executives with deep tech expertise and a history of successful growth and equity events. The most recognizable brands in the world select Arkose Labs, including Roblox, Microsoft, Adobe, Expedia, Snapchat, Zilch, and ZipAir. We value your unique contributions, perspectives, and experiences. Be part of a diverse and high-performing environment that prioritizes collaboration, excellence, and inclusion. We hire the best, focus on their professional development, and offer support for continuing education. We value: • People: first and foremost they are our most valuable resource. Our people are independent thinkers who make data driven decisions and take ownership and accountability in all the things they do., • Team Work. We demonstrate respect, trust, integrity, and communicate openly with a positive can do attitude and constructively challenge one another, • Customer Focus. We empathize with our customers and obsess about solving their problems, • Execution with precision, professionalism and urgency, • Competitive salary + Equity, • 401k plan, • Robust benefits package- 85% medical, dental, vision coverage for employees and 75% for dependents, • Flexible PTO, • Life insurance coverage, • Short and Long Term Disability Insurance paid by the company, • Generous nationwide parental leave policy, • Amazing discounts program, • Wellbeing package including mental health and gym discounts, • Flexible working hours to support personal well-being and mental health #LI-Midsenior

Job Description Johnstone Supply, North Americas leading wholesale distributor of HVACR equipment, parts, and supplies has a great opportunity for a Director – Technology Infrastructure to join our team. Over the last seven decades Johnstone has grown into the industry leader with over 450 distributor branches and 6 distribution centers throughout North America resulting in over $4 billion in annual sales. We work with some of the largest companies in the world, including Daikin/Goodman, Honeywell, Emerson, Johnson Controls, Google and Fujitsu, to provide contractors with world class products, technical expertise and quality service. As a member of the IT Team, the Director – Technology Infrastructure is responsible for setting and executing the Infrastructure and Operations service strategy and technical roadmap, including compute, storage, connect, end user support, and disaster recovery, to ensure its integration with the overall IT and enterprise strategic plans. Now is the best time to join Johnstone Supply. The individual selected for this role will join an organization in the midst of exceptional growth and transformation – and will have the opportunity to build and evolve the team into an enterprise IT organization. This position must be based in our Dallas, TX; or, Portland, OR offices and has a hybrid schedule, requiring at least 2 days per week in-office. Position responsibilities: • Directly supervises the Infrastructure and Operations team, including End User Support, Infrastructure & Network Engineering., • Provides strategic direction and oversight for the design, development, operation and support of IT systems that fulfill the needs of the business, including the full life cycle of technical architecture, infrastructure engineering, infrastructure operations, and IT service support., • Act as a trusted advisor and develop a clear understanding of business needs. Ensures cost-effective delivery of IT services to meet those needs, and respond with the agility required to address changing business priorities., • Develop & execute a multi-year roadmap to increase our reliability & agility while reducing our complexity & maintenance burden. Need to consider cloud, managed services and automation., • Recruit, develop, and lead the I&O team to deliver on our technology and business objectives with excellence. Ensuring the highest levels of infrastructure availability for our business partners and customers., • Cultivate an executable plan to migrate company owned branches infrastructure technology, services, and infrastructure resources to a standardized platform/organization., • Develop and I&O ‘talent strategy’ that forecasts future skill and competency needs to acquire, develop, or source. Balance between growing the agility required to achieve digital business objectives and ensuring that the core IT functions are reliable, stable and efficient., • Direct, develop, and provide leadership to the Infrastructure & Operations (I&O) team, establish priorities, set goals, monitor progress, and coordinate efforts with other groups in Information Technology., • Plan and staff the Service Desk function to assist employees with service issues and requests in accordance with agreed upon service levels., • Lead end user computing to provide employees with the utmost reliability, productivity, and mobility., • Protect our customers, our employees, and our brand by incorporating security and compliance in all decisions; ensure security policy and procedure requirements are met., • Bachelor’s Degree (B.A.) from a four-year college or university in MIS, business administration, or related field; at least 5 years of experience; or equivalent combination of education and experience., • Information Technology Infrastructure Library (ITIL) certification; Certified Information Systems Security Professional (preferred)., • Knowledge of IT Service Management best practices including Incident, Problem and Change management., • Technical knowledge related to on-premises technology such as VMware server virtualization, storage arrays, backup systems and server room/network closet physical infrastructure., • Technical knowledge related to cloud infrastructure, architecture and best practices such as Amazon Web Services (AWS) and Microsoft Azure., • Knowledge of cyber resilience and disaster recovery plans and processes that ensure the security and integrity of company data, databases, information systems, and technology., • Knowledge of monitoring and alerting platforms to improve Incident management., • Ability to fully understand business goals and metrics, turn data into insight, and translate requirements into actionable work efforts to achieve intended outcomes., • Problem-solving skills: listening to, interpreting, and meeting the needs of others; define problems, collect data, establish facts, and draw valid conclusions; diagnosing and rectifying problems., • Ability to partner with business leaders to define business needs and objectives., • Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely., • Customer Focused: Take the perspective of those we serve, anticipate their needs, and responding quickly., • One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team., • Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity. Visit our website for more information about our growing company. EOE & E-Verify Participating Employer.

Job DescriptionDescription: Tax Senior Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Senior to join our team. Here at Geffen Mesher, we specialize in a wide variety of industries so whatever your interest is, you'll find a rewarding career with us! As a Tax Senior, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Join us and be a trusted advisor to our clients at Geffen Mesher! Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $85,000-$106,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible workweek during the summer, Fridays are optional!, • Incentive plan for sales leads, • Manage and coordinate tax compliance and advisory work for our auto dealership business clients., • Review Federal and State C-Corporation, S-Corporation, and Partnership tax returns., • Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services., • Research and consult on technical matters and special projects., • Build and manage client relationships while developing and maintaining business development leads., • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service., • Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards., • Identify and communicate internal business improvement opportunities., • Bachelor's degree in business, accounting or a similar discipline., • Experience in the auto dealership industry, • Demonstrated supervisory experience in accounting., • CPA certification strongly preferred., • Strong verbal and written communication skills. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job DescriptionDescription: Tax Senior Manager or Manager, Consulting Services Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Senior Manager or Manager (depending on experience) to join our Consulting Services team. In this role you'll create mathematic and excel based models and analyses in support of our transaction consulting & large business tax compliance. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for the Tax Manager is $108,000-$150,000. The estimated salary range for the Senior Tax Manager is $150,000-$200,000. Additional Benefits Include • 401k with a 3% employer contribution, • Discretionary profit sharing of up to 4.5% annually, • Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!, • Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave, • Hybrid work options, • Flexible working hours in the summer, Fridays are optional!, • Incentive plan for sales leads, • Generous Employee Referral Program Requirements: What you’ll be doing • Manage and coordinate tax compliance and advisory work for our clients., • Review Federal, Multi-National, Multi-State Corporate and Partnership tax returns., • Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services., • Research and consult on technical matters and special projects., • Build and manage client relationships while developing and maintaining business development leads., • Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service., • Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards., • Identify and communicate internal business improvement opportunities., • Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations., • Work collaboratively in groups with other team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries., • Bachelor's degree in business, accounting or a similar discipline., • Five plus years recent experience in public accounting., • Prior experience preparing excel based modeling and analyses with a tax focus., • Demonstrated supervisory experience in public accounting., • CPA certification strongly preferred., • Strong verbal and written communication skills. Tax Manager: 5+ years with the above experience. Tax Senior Manager: 7+ years with the above experience including: • Oversees larger and more complex client engagements, • Serves as a subject-matter expert in a specialized area, • Reviews work at a higher level and ensure technical accuracy and planning considerations, • Plays a significant role in strengthening existing client relationships and identifying cross-service opportunities, serving as a strategic advisor, • Contributes to business development efforts, including proposals, networking, and client pitching Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Job Description TITLE: Universal Banker (Float) REPORTS TO: VP, Regional Treasury & Operations Manager LOCATION: Downtown Portland and Westside (Hillsboro) FLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY This position’s designated office will be in Downtown Portland and will spend an average of two days per week at the Hillsboro office based on coverage needs. In each location the position is expected to meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client’s expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES • Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member., • Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate., • Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business., • Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work., • Cash checks according to policy., • Provide operational support by balancing vault cash, processing cash shipments, performing certifications, ordering checks, and sending/receiving wires., • Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short., • Process VISA cash advances., • Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer., • Be able to explain online banking services to new or existing clients., • Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual., • Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority., • Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved., • Assume responsibility for special projects; gathers data and prepare reports for management., • Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete., • Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met., • Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements., • Assume responsibility for various department functions in the absence of team members or in overload situations., • Assumes responsibility for various department functions in the absence of staff members or in overload situations., • Provides excellent personal customer service to all internal and external clients., • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions., • Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring., • Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas., • Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions., • Works according to established schedules, arriving on time and with a positive attitude., • Supports the Bank’s goals and values; benefits the Bank through outside activities. These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Ability to establish and maintain excellent working relationships with clients, managers, and colleagues., • One (1) year Teller cash-handling and customer service experience., • Professional and personable presentation, with the ability to maintain a high level of energy., • Team oriented., • Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders., • Good attention to detail., • Ability to read, analyze, and interpret technical procedures and processes., • Intermediate computer operation skills - to meet production needs of the position., • Good organizational and time management skills., • Ability to work with minimal supervision while performing duties and to handle confidential information with discretion., • Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files., • Frequent use of arms such as pushing/pulling to open and close drawers and cabinets., • Ability to sit and/or stand for extended periods of time at assigned station., • Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds., • Continuous clarity of vision at 20 inches or less for normal processing of work.

Job DescriptionDescriptionWe’re seeking a Principal Customer Success Manager to join our team and lead strategic customer relationships across our most valuable accounts. You’ll act as a trusted advisor to executive stakeholders, deliver measurable business outcomes, and help drive long-term customer success, retention, and expansion. This is a senior individual contributor role for someone who is both strategic and hands-on, with deep experience in consultative customer engagement, cross-functional influence, and delivering value in a fast-paced SaaS environment. If you love to own a process, work with others and deliver world-class service, please read on! Key Responsibilities • Own a portfolio of strategic enterprise customers and be accountable for retention, satisfaction, and expansion., • Build and maintain executive-level relationships to become a trusted business advisor., • Lead QBRs, executive reviews, and value discussions using business metrics, insights, and product roadmap updates., • Contribute to thought leadership content, best practices, and customer-facing resources., • Act as the voice of the customer internally, influencing product, marketing, and support teams., • Mentor junior CSMs and help elevate the team’s overall performance., • Analyze customer usage data and trends to proactively address risk and identify opportunities., • Responsible for managing all assigned client relationships., • Responsible for meeting retention targets on assigned client business year to year., • Represents ClearlyRated at tradeshow events, which may require occasional travel across the United States and Canada., • 7+ years in Customer Success, Account Management, or Strategic Consulting, ideally in B2B SaaS, • Strong consultative selling skills and executive presence, • Track record of managing large, complex accounts and delivering measurable business outcomes, • Proven ability to influence senior stakeholders and internal cross-functional teams, • Comfortable leading strategic conversations with C-suite stakeholders, • Deep understanding of SaaS metrics (NRR, GRR, adoption, churn, NPS, etc.), • Experience with tools like Salesforce, HubSpot, Gainsight, Catalyst, or ChurnZero, • Excellent communication and presentation skills, • High EQ, strong judgment, and a proactive, resourceful approach, • A growth mindset with a passion for helping customers and teams thrive, • Background in professional services, CX/EX, or vertical SaaS, • Experience mentoring or coaching others, • Familiarity with product-led growth (PLG) environments, • Excellent written and oral communication skills., • Creative, resourceful and flexible approach to problem solving., • Be a team player., • Any employee can spend up to $100 without management approval to “make a client’s day”., • We drove to a client’s office in Seattle with a basket of gifts for their entire office to personally apologize for a mistake we made with one of their surveys.

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