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Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor. Take our Values in Action Self-Assessment to see how our values align! Your Role - Administrative Responsibilities: • Provide administrative oversight and support the Lead Advisors on strategic needs., • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance, • Act as a primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items, • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers, • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion, • Assist with calendaring functions and internal meeting preparationYour Role - Client Experience Responsibilities:, • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team, • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts, • Oversee quality control to mitigate errors on any client-related paperwork Your Experience:, • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred., • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred, • Self-motivated and takes pride in providing exceptional support to clients and the team, • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus, • Expected to learn other position-related systems on the job

Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. The Client Service Associate Role The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific responsibilities include: • Prepare and process documentation related to client onboarding and maintenance:, • Open brokerage accounts, establish cashiering needs, set up online reporting access, • Update cost basis, track required minimum distributions, reconcile account information, • Send and receive documents to and from clients, their advisors, and investment custodians, • Log all activities in the firm's CRM in a timely and accurate manner., • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients., • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials., • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors., • May perform calendaring functions with both internal teams and external clients, prospects and COIs., • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management, • Customer service experience and the desire to provide superior client service in a team-oriented environment, • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint, • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Experience with alternative investments is highly preferred, • Excellent communication skills, including writing with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Outstanding prioritization skills and the ability to manage multiple tasks independently, • A Bachelor's degree is preferred Benefits: As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: $65,000 - $80,000 (depending on qualifications) plus bonus potential, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program, • Parking: Generous company contribution towards parking or transit pass, • Wellness reimbursement We strongly urge people from underrepresented groups to apply. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job DescriptionSalary: 20-25 About the Role U Trust Insurance Agency LLC is hiring a P&C Quoting & Submission Specialist to strengthen our Commercial Lines operations. This role is ideal for someone with a background in underwriting or account management within the P&C insurance industry - especially in the commercial auto or trucking segment. Youll handle the full cycle of insurance submissions to online carrier portals (GEICO, Progressives ForAgentsOnly, etc.), ensuring data integrity, risk accuracy, and timely quote delivery to our sales team. Your critical thinking and insurance expertise will help us avoid incorrect submissions and get faster, more reliable quotes for our clients. Key Responsibilities • Review and validate all information received from agents or clients before submission (e.g., garaging address, equipment use, business details)., • Prepare and submit commercial P&C applications through carrier portals., • Identify and flag risky, misleading, or incomplete information (e.g., mismatched garaging addresses for fleets, unlisted drivers, etc.)., • Maintain accurate internal documentation for all submissions and quotes., • Coordinate with internal teams (agents, sales assistants) to clarify missing or questionable data., • Provide feedback or guidance to agents based on underwriting rules and logic., • Track submission statuses and ensure timely quote turnaround., • Work in Applied Epic and Salesforce (training provided if needed). Ideal Candidate Profile • 2+ years of experience in underwriting, underwriting support, or account management within a P&C insurance agency, MGA, or carrier., • Solid understanding of commercial auto/trucking insurance and associated risks., • Familiarity with carrier quoting portals such as ForAgentsOnly, GEICO, National Indemnity, or similar., • High attention to detail and strong critical thinking skills., • Professional written and verbal communication skills., • This role can be hybrid or performed on-site at our office in Vancouver, WA Bonus Qualifications • Experience with Applied Epic and/or Salesforce., • Background in working with DOT-regulated risks., • Bilingual (English + Russian/Ukrainian OR English + Spanish) is a plus. Why Join U Trust Insurance? Were a rapidly growing trucking-focused insurance agency, operating across 31 states and expanding our Vancouver, WA office. This is a structured, stable role with real impact -youll help us submit cleaner, faster, more accurate risks, and directly support the success of our sales team.

Job DescriptionJob Summary: The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints. Duties/Responsibilities: • Help build the infrastructure and standard operating procedures for the department, • Help create company guidelines particularly related to quality of service, • Manage the department and ensure the team complies with company guidelines particularly related to quality of service., • Prepare knowledge-based documents such as summaries and responses to frequently asked questions., • Hire entry-level customer success employees., • Train new employees in the company's customer service policies, procedures, and best practices., • Organize and oversee the schedules and work of the department., • Conduct performance evaluations that are timely and constructive., • Handle discipline and termination of employees as needed and in accordance with company policy., • Monitor or review calls or other correspondence between representatives and customers., • Ensure that representatives are informed about changes to company products and services., • Collect data and prepares reports on customer complaints and inquiries., • Prepare monthly reports summarizing the assigned customer success teams performance., • Assist with budget preparation for the Customer Success department., • Perform other related duties as assigned.Required Skills/Abilities:, • Bachelor's degree in business, technology or similar, • At least five years of customer success experience required., • At least two years of experience in a supervisory role preferred., • At least two years of experience in customer service or customer success in the manufacturing industry, • Excellent communication and presentation skills, • Must be personable and enjoy working with people in an entirely customer-facing role, • Knowledge of project management/delivery methods and tools, • Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured, • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision, • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues, • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation, • Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems, • Experience in the Food & Beverage or Consumer Packaged Goods domain preferred, • Experience with Salesforce (or other CRM) desired, • Ability to travel (job requires up to 30% travel), • Comfortable working as needed in a remote environment with video-conferencing tools, • Excellent management and supervisory skills., • Excellent verbal and written communication skills., • Extensive knowledge of customer service procedures and principles., • Organized with attention to detail., • Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour., • Ability to coach and mentor customer success representatives.

Job DescriptionThe Company Renewal by Andersen is the replacement division of the 120 year old Andersen Corporation. Andersen is the oldest and largest window and door manufacture in North America. We focus on doing one thing, and doing it well, building the best products in the industry. We build the only unique window offering available in the market, and have a controlled territory to distribute our product. At Renewal by Andersen we exceed our product superiority goal, by having every product installed by employee installers. We use no sub-contractors in our product installation, and provide the best labor warranty on the market. Our process is designed to be the highest quality construction experience, backed by the oldest brand in the business. At Renewal by Andersen of Oregon and SW Washington, we are committed to delivering an expectational home improvement experience - start to finish. Our Customer Care Coordinators play a critical role in upholding that standard by serving as the primary point of contact for our customers. This position ensures clear communication, prompt responses, and thorough support throughout the customer journey. As a Customer Care Coordinator, you'll engage directly with homeowners, internal teams, and field operations to help move projects forward smoothly and efficiently. You'll be part of a supportive, in-office team environment where collaboration, accountability, and professionalism are key. What's in it for You? • Competitive pay: $20-$23 per hour based on experience, with performance-based bonus eligibility (including NPS bonus)., • Comprehensive Benefits Package: Health, dental, and vision insurance, along with long-term disability., • 401(k) with Company Match: Competitive company contributions to help build your future., • Paid Time Off and Company Paid Holidays: Generous PTO and 6 Paid Holidays to support work-life balance., • Career Growth: Training and development opportunities, with room to grown within our Customer Care department. Responsibilities, • Customer Communication: Respond to inbound calls, emails, and texts from customers and internal contacts in a timely, professional manner., • Project Updates: Provide clear, proactive updates to homeowners regarding their installation status., • Issue Resolution: Research and follow through on customer inquiries; escalate issues to the appropriate team as needed., • Internal Coordination: Collaborate with departments across the organization to ensure accurate and timely communication on customer needs., • Problem Solving: Support homeowners with logistical changes, reschedules, and service-related questions., • Documentation: Maintain detailed records in Salesforce and other internal platforms., • Team Support: Contribute to a positive team environment through excellent communication and reliability., • Product & Inventory Support: Conduct basic quality checks and assist with pulling products from the warehouse as needed., • Field Exposure: Participate in occasional job site visits for hands-on learning and training opportunities., • Policy Knowledge: Stay informed on current Renewal by Andersen warranty policies to support customer needs., • Team Collaboration: Take on other duties as assigned by Customer Care Leadership to support department goals. Qualifications, • Experience: 2-5+ years in a customer service or support role., • Communication: Strong written and verbal communication skills., • Organization: High attention to detail, follow-through, and time management., • Independence: Proven ability to work independently and take initiative., • Problem Solving: Ability to assess issues quickly and propose effective solutions., • Customer Focused: A clear understanding of the customer journey and the importance of experience at every stage., • Preferred experience: Prior experience in a home improvement or customer success environment, project coordination or scheduling experience and familiarity with product ordering and inventory processes.Technical Skills and Physical Requirements, • Software Proficiency: Skilled in Microsoft Office Suite and various texting/chat communication platforms., • CRM Experience: Hands-on experience with Salesforce and the use of Salesforce Reports for tracking and communication., • Telephony Systems: Familiarity with VoIP systems such as Five9 for efficient call handling., • Quick Learner: Ability to rapidly absorb and apply knowledge of product offerings and company policies., • Work Environment: This is a full-time, in-office role based in Portland, OR. Ability to sit or stand for extended periods and perform repetitive hand tasks.

Job DescriptionJob Summary: The Customer Success Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints. Duties/Responsibilities: • Help build the infrastructure and standard operating procedures for the department, • Help create company guidelines particularly related to quality of service, • Manage the department and ensure the team complies with company guidelines particularly related to quality of service., • Prepare knowledge-based documents such as summaries and responses to frequently asked questions., • Hire entry-level customer success employees., • Train new employees in the company's customer service policies, procedures, and best practices., • Organize and oversee the schedules and work of the department., • Conduct performance evaluations that are timely and constructive., • Handle discipline and termination of employees as needed and in accordance with company policy., • Monitor or review calls or other correspondence between representatives and customers., • Ensure that representatives are informed about changes to company products and services., • Collect data and prepares reports on customer complaints and inquiries., • Prepare monthly reports summarizing the assigned customer success teams performance., • Assist with budget preparation for the Customer Success department., • Perform other related duties as assigned.Required Skills/Abilities:, • Bachelor's degree in business, technology or similar, • At least five years of customer success experience required., • At least two years of experience in a supervisory role preferred., • At least two years of experience in customer service or customer success in the manufacturing industry, • Excellent communication and presentation skills, • Must be personable and enjoy working with people in an entirely customer-facing role, • Knowledge of project management/delivery methods and tools, • Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured, • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision, • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues, • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation, • Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems, • Experience in the Food & Beverage or Consumer Packaged Goods domain preferred, • Experience with Salesforce (or other CRM) desired, • Ability to travel (job requires up to 30% travel), • Comfortable working as needed in a remote environment with video-conferencing tools, • Excellent management and supervisory skills., • Excellent verbal and written communication skills., • Extensive knowledge of customer service procedures and principles., • Organized with attention to detail., • Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour., • Ability to coach and mentor customer success representatives.

Job Description Are you a master of connections with a knack for making people feel heard? Do you enjoy the puzzle of translating complicated material into understandable language? Are you great at managing multiple relationships at all levels? If this all sounds exciting to you, then we have the job for you. Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team. Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:00-2:00pm. After the initial training period, Wealth Management Associates can work remotely 1-2 days per week. What you will do: • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly., • Serving as a primary point of contact with clients, • Partnering with custodians/investment managers, • Overseeing the gathering of client information and managing data integrity, • Processing money movement transactions based on client directives, • Client Meetings: Participating in client meetings alongside the Wealth Manager and presenting ideas and concepts in an organized and effective manner, • Preparing meeting materials & summaries, • Creating, delegating, and managing post-meeting action items, • Coordinating meeting logistics with clients, internal teams, and centers of influence (COIs), • Wealth Planning: Assist Wealth Managers in producing financial plans, • Client Onboarding: Oversee and coordinate the client onboarding process, • Serve as a Resource/Mentor for CSAs:, • Delegating tasks to Client Service Associates, • Assisting with the training and development of new or newly promoted client-facing team members, • 2+ years of client service experience in the wealth management industry, • A Bachelor's degree (finance or related focus is preferred), • Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense), • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus, • Excellent communication skills, including writing with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage tasks independently Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $80k and $90k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program. As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base salary plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: 16-26 days per year - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program, • Parking: Generous contributions to parking or transit pass, • Wellness reimbursement, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job DescriptionJob Summary: The Client Services Manager/Director will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints. Duties/Responsibilities: • Help build the infrastructure and standard operating procedures for the department, • Help create company guidelines particularly related to quality of service, • Manage the department and ensure the team complies with company guidelines particularly related to quality of service., • Prepare knowledge-based documents such as summaries and responses to frequently asked questions., • Hire entry-level client service employees., • Train new employees in the company's customer service policies, procedures, and best practices., • Organize and oversee the schedules and work of the department., • Conduct performance evaluations that are timely and constructive., • Handle discipline and termination of employees as needed and in accordance with company policy., • Monitor or review calls or other correspondence between representatives and customers., • Ensure that representatives are informed about changes to company products and services., • Collect data and prepares reports on customer complaints and inquiries., • Prepare monthly reports summarizing the assigned client service team's performance., • Assist with budget preparation for the Client Service department., • Perform other related duties as assigned.Required Skills/Abilities:, • Bachelor's degree in business, technology or similar, • At least five years of client service experience required., • At least two years of experience in a supervisory role preferred., • At least two years of experience in customer service or customer success in the manufacturing industry, • Excellent communication and presentation skills, • Must be personable and enjoy working with people in an entirely customer-facing role, • Knowledge of project management/delivery methods and tools, • Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured, • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision, • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues, • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation, • Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems, • Experience in the Food & Beverage or Consumer Packaged Goods domain preferred, • Experience with Salesforce (or other CRM) desired, • Ability to travel (job requires up to 30% travel), • Comfortable working as needed in a remote environment with video-conferencing tools, • Excellent management and supervisory skills., • Excellent verbal and written communication skills., • Extensive knowledge of customer service procedures and principles., • Organized with attention to detail., • Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour., • Ability to coach and mentor client service representatives.

Company Description More than just a Distributor - We are curators of premium design surfaces providing horizontal and vertical solutions for both interior and exterior applications. Our mission is to inspire, educate, solve, and supply in collaboration with multidisciplinary design and fabrication communities. We partner with leading design material manufacturers, including Corian® Solid Surface, Corian® Quartz, Lapitec® Sintered Stone, Arpa® HPL, and FENIX®. Our products are designed to enrich the lives of people wherever they live, work, play, shop, or gather. Role Description As a Willis Material Application Specialist, you will be responsible for developing and maintaining strong relationships with fabrication and millwork partners to drive sales in the OR territory. You will have a passion for customer service, a drive to succeed/reach sales targets and a strong set of communication skills. General Responsibilities • Territory – Oregon – 80% of the accounts are in the greater Portland Area. The candidate will be part of an experienced team and will work directly with the Fabrication Rep in the same market., • Build/create and maintain long-term relationships with Architects & Designers, General Contractors, Solid Surface and Stone Fabricators, and Millworkers., • Present Lunch and Learns/Snack and Learns in person, or digitally, to Commercial Architect & Designers, Developers and Facility Management/Designers to educate them on product attributes and applications., • Track commercial project progression from design/specification from A&D through development and construction stages with fabricators and millworkers utilizing company tracking methods, including Salesforce and other internal systems., • Generate sales quotes, when budgetary pricing is needed, with a pricing specialist and manage sales pipeline in Oregon., • Update architectural and design libraries with samples of our products., • Develop sales objectives, strategies, and forecasts with the territory manager., • Report activities, progress, market information, new ideas, expenses, and other relevant data as appropriate or requested., • Be involved in related industry associations, such as the IIDA, AIA and NKBA etc. and network to build stronger relationships and position oneself as a trusted advisor., • Other tasks as required Qualifications & Experience • Proven experience in sales, marketing, and customer relationship management within the design or building materials industry., • Experience as a sales representative, B2B experience a must, min 3-5 years., • Dependable, cooperative team player with an entrepreneurial mindset who thrives working on their own, • Excellent knowledge of Microsoft Office, and familiarity with Salesforce or other CRM tracking systems, • Highly self-motivated and target-driven, • Excellent selling, priority management, organizational and follow-up skills with an ability to interact with a diverse client base, • Excellent communication skills, both verbal and written, and professional demeanour, • Interest in design and construction, • Ability to create and deliver presentations tailored to the audience's needs Travel • Ability to travel daily within the designated sales territory., • Candidates will use their own vehicle on the road visiting clients and be compensated monthly with a generous automotive allowance to cover fuel and other vehicle expenses., • Overnight travel is not necessary to maintain most accounts, but it may be required throughout the year for company events, trade shows, sales meetings, etc. Benefits • Monthly car allowance, • Employee assistance program, • Health/Dental insurance, • Life insurance, • Paid time off, • Work from home License/Certification • Driver's License (Required)

We seek a Sales Manager to join our team and lead our sales division!. Proven track record of meeting/exceeding sales quotas. Experience with CRM systems (HubSpot, Salesforce, or similar).

As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce so

Coach and mentor less experienced sales representatives to achieve their sales targets. Develop long-term sales plans for key customers, monitor, and adapt sales activities to meet objectives. Forecast accurately and maintain the system of record in Salesforce.

Our newest opportunity: This role is critical for building and managing strong relationships with assigned retirement plan clients, ensuring their satisfaction, and driving long-term value for both the client and OneDigital. Demonstrated discipline maintaining client information in a CRM, Salesforce

Job DescriptionAbout UsWe are a National, innovative, financial services company headquartered in the Portland Metro area. We are passionate about contributing to our clients business success! Offering an exceptional culture and countless opportunities for growth and advancement, we truly care about our employees. OverviewWe are seeking a motivated individual to join us as a Sales Associate and be a core part of our team helping achieve business targets. The ideal candidate will have demonstrated experience in data entry and customer service. Are you organized and have an eye for detail? Apply now! Responsibilities • Enter all credit applications into Salesforce in a timely manner, • Review applications for accuracy and any missing information, • Partner with appropriate sales employee for questions regarding an application, • Provide administrative support to sales team, • Provide customer service support to potential and existing customers, • Escalate customer service concerns, when appropriate to operations in Portland, • Process all reports weekly for program vendors to be emailed out, • CRM system experience is preferred, • Basic data entry, • Excellent customer service, • Efficient typing skills, • Attention to detail, • Organized We offer employees weekly paychecks (direct deposit), and upon eligibility we offer health insurance (Kaiser), accrued paid sick time (Oregon Paid Sick Leave), and a retirement option (OregonSaves).

Proficiently learn and utilize the Salesforce CRM platform to manage client and prospect accounts.

Job Description Client Service Associate/Relationship Manager Legacy Wealth Partners, Inc. Portland OR 503-293-3774 What We Offer & Our Commitment to You At Legacy Wealth Partners, you will join a fast-paced team that values efficiency, initiative, and continuous improvement. We are committed to creating an environment where ideas are welcomed, constructive feedback is encouraged, and every team member is empowered to help shape the way we grow. We believe in working hard, playing hard, and showing up with purpose every day. You’ll thrive here if you take ownership, look for ways to make your work and the client experience better, and enjoy being part of a team that holds itself to a high standard. This is not just a job — it is an opportunity to build a career within a firm that is growing, evolving, and investing in the people who make it exceptional. We want to work with colleagues who enjoy showing up and are committed to growing the company. You will excel if you are creative, independent, and do more without being instructed to do so. As trust is built, so are the benefits: generous compensation, flexibility, and the satisfaction of contributing to a business where your impact is real and valued. Position Overview Full time exempt position. Legacy Wealth Partners seeks a dedicated and detail-oriented Client Service Associate/Relationship Manager to support our financial advisors in delivering exceptional service to our clients. This role is integral to maintaining the high standards of professionalism and care that our clients expect. Candidates should have experience in the investment management industry and be familiar with business processes. Key Responsibilities • Coordinate new client onboarding and account setup and maintenance processes., • Maintain and update client records in Salesforce CRM., • Monitor and follow up on service requests and ongoing business., • Schedule client meetings and manage advisor calendars., • Prepare materials and presentations for client meetings and conferences., • Collaborate with internal teams to ensure a seamless client experience. Qualifications • Bachelor's degree preferred., • Excellent verbal and written communication skills., • Strong organizational and time management abilities., • Proficiency in Microsoft Office Suite; experience with Salesforce or other CRM.

As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. The Opportunity As part of the Salesforce Quote to Cash Consulting team you will lead the design of Salesforce technology-enabled solutions that a

As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. The Opportunity As part of the Salesforce Consulting team, you will help transform how clients run their businesses by delivering technology-enabl

Job DescriptionDescription: LIFE AT PACIFIC LIFESTYLE HOMES Experience the difference of being part of the Pacific Lifestyle Homes family. As a two-time recipient of the prestigious Building Industry Association "Builder of the Year" award and the esteemed National Housing Quality Gold Award, we are more than just a homebuilder – we are dedicated to BUILDING BETTER LIVES. From our humble beginnings in 1996, we have grown to construct over 6,500 homes and 130 communities across SW Washington, the Portland Metro area, greater Puget Sound area, and the Boise Metro landscape. Join us and build your career with a company committed to excellence and community impact. JOB MISSION Pacific Lifestyle Homes is looking for a creative and organized Marketing Coordinator to join our team, supporting marketing initiatives, campaign management, and brand engagement to drive our growth and visibility. This full-time role provides an exciting opportunity to make a meaningful impact. Reporting to the Marketing Director, the Marketing Coordinator will play an essential role in shaping the brand presence of Pacific Lifestyle Homes through effective marketing strategies and collaboration. JOB RESPONSIBILITIES: • Coordinate Marketing Efforts: Oversee the coordination of marketing initiatives across various channels, working with internal teams and external partners to execute cohesive campaigns. Ensure all marketing activities are aligned and support broader brand objectives., • Manage & Develop Content: Create, curate, and manage engaging content for social media, email newsletters, websites, and blogs, maintaining brand consistency across all platforms. Develop a content calendar to plan and track content deployment effectively., • Manage Multiple Simultaneous Projects: Handle multiple marketing projects at once, prioritizing tasks, tracking deadlines, and adjusting plans as needed to meet project timelines. Ensure all projects are executed smoothly and meet quality standards., • Manage Vendor Relationships: Build and maintain relationships with external vendors, including printers, ad agencies, and digital platforms, negotiating contracts and overseeing the delivery of services. Ensure all vendor partnerships support quality, cost-efficiency, and timely project execution., • Analyze Feedback for Marketing Strategies: Gather and analyze customer and market feedback to assess the effectiveness of current marketing strategies. Use insights from data to recommend adjustments and enhancements to future campaigns, ensuring alignment with audience preferences and trends., • Marketing Collateral: Develop and manage marketing collateral, such as brochures, flyers, and digital materials, ensuring materials are on-brand, up-to-date, and readily available to support sales and promotional activities., • Model Home Presentation: Coordinate and maintain the presentation of model homes by working with designers and project managers to ensure properties reflect the brand’s aesthetic and appeal. Assist in staging and promotional events to enhance customer experience., • Product Knowledge: Maintain a comprehensive understanding of the company's products and services to effectively promote features and benefits in marketing content. Regularly update knowledge based on product launches and updates., • Sales Support: Work closely with the sales team to provide marketing materials, support lead generation activities, and assist with sales events. Ensure the sales team has the resources and materials they need to engage customers effectively., • Urgent Project Execution: Respond to urgent marketing needs by quickly coordinating and executing high-priority projects, ensuring that last-minute requests are handled efficiently without sacrificing quality., • 2+ years in a marketing support role, • Strong multitasking, organizational, and time management skills to handle multiple land transaction and marketing projects effectively, • Experience with Monday.com is a plus, • Exceptional communication skills for engaging with internal teams and stakeholders, • Excellent teamwork and collaboration skills for coordinating with cross-functional departments, • Proficiency in Salesforce and Pardot for CRM and marketing automation, • Experience using social media platforms for marketing support and audience engagement, • Skilled in Adobe products with emphasis on InDesign for collateral development, • Ability to quickly learn and adapt to new company-specific software tools and processes, • Proven history of success in previous roles, with demonstrated achievement of objectives, • Experience in tracking and analyzing marketing and project metrics to assess effectiveness and make data-driven decisions BENEFITS • Company supported medical, dental and vision benefits for employees and families, • Participation in our 401(k)-retirement savings plan with Company contributions, • New home discount, • 120 hours of paid time off for the first year, • Seven paid holidays, • Paid volunteer hours, • Employee Recognition Program, • Employee Referral Bonus - Up to $1,000, • Engaging company culture – Including our annual “Ferris Bueller’s Day Off” At Pacific Lifestyle Homes, our vibrant culture defines who we are. We believe in the power of open communication, where every voice is valued and heard. With a strong emphasis on personal growth, we offer one-on-one coaching, regular reviews, and prioritize internal promotion whenever feasible. Our actions are guided by our core values of respect, accountability, candor, humility, integrity, and teamwork, shaping every decision we make and every interaction we have. Build your career at Pacific Lifestyle Homes, where we are committed to the idea that a skilled team can build homes and communities that withstand the test of time. Picture yourself driving by our neighborhoods a decade from now, brimming with pride knowing you played a vital role in their creation. Do not miss the opportunity to make a lasting impact with us! For additional information about Pacific Lifestyle Home’s Company Culture and how it can enrich your career, we invite you to view the video at the following link: WORK ENVIRONMENT We have an in-person work culture with a general schedule of 8:00 AM – 5:00 PM, with occasional overtime based on workload. A daily in-office huddle is held at 8:00 AM, and attendance is required. Our dress code and appearance policy reflect our commitment to professionalism and our dedication to maintaining a premier standard as a homebuilder. Prior managerial reference checks, background check and a pre-employment drug screen are required steps in our hiring process. We are proud to be an Equal Opportunity Employer. Requirements:

Job Description Position: Direct Insurance Sales Representative Number of Openings: 1 Territory Sales Position Available About Us: At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative. The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out. In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process. What We're Looking For: • Proven experience in sales or customer-facing roles, especially in outside sales., • Ability to conduct comprehensive training cycles, both in-person and online., • Superior organizational, communication, and presentation skills., • A passion for empowering clients and a strong sense of responsibility for their well-being. This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to: * Respond to general emails and phone calls from clients * Set follow-up appointments with prospective and current clients to review their needs * Be present on scheduled calls or meetings with your sales team or manager * Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business * Build and maintain your own book of business * Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas * Develop relationships with local business owners in your territory * Set your own scheduled working hours and submit them to your sales manager each week * Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients * Submit your sales metrics and activity daily We Offer: * Virtual classroom training as well as hands-on sales training in your own territory * Weekly draw pay with bonuses and commission eligibility upon start * Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions * Advancement and promotions based on personal performance * Excellent ongoing professional development, advanced sales training, and leadership training * Increased schedule flexibility once you have an established book of business * Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: * Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) * Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience. Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more and apply at:

Job Description Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. We are seeking an accomplished and highly strategic Head of Partnerships & Alliances to help define and execute Upbound's ecosystem and alliance strategy. This senior individual contributor role operates at the intersection of open source ecosystem development and commercial go-to-market execution. You will build and scale relationships that expand the reach of Crossplane — the leading open-source control plane framework — while driving commercial success for Upbound's enterprise platform. You'll collaborate deeply across engineering, product, marketing, and sales to shape joint strategies with cloud providers, ISVs, and system integrators that bridge community adoption with enterprise outcomes. What You'll Do The ideal candidate thrives in environments where open source credibility and business impact go hand in hand — capable of earning trust in developer ecosystems, influencing technical direction, and turning ecosystem momentum into measurable growth. You're comfortable operating across technical and commercial contexts, equally fluent in conversations with maintainers and hyperscaler executives. You bring curiosity about AI and emerging infrastructure models and see partnerships not just as contracts, but as systems for long-term category creation. Open Source Ecosystem & Community Partnerships • Build strategic relationships within the Crossplane ecosystem — including contributors, maintainers, and adjacent project communities — to expand adoption and integration momentum., • Collaborate with open-source foundations and community leaders to strengthen the broader control plane and platform engineering ecosystem., • Support co-marketing, education, and joint initiatives that celebrate community success and reinforce Upbound's leadership within open source., • Identify, negotiate, and grow high-impact partnerships with hyperscalers (AWS, Azure, GCP), ISVs, and SIs., • Develop joint GTM strategies that integrate Crossplane and Upbound into partner ecosystems, marketplaces, and managed service offerings., • Collaborate on technical integrations that expand Crossplane's reach while reinforcing Upbound's commercial differentiation., • Architect and execute partner-led GTM motions including co-selling, account mapping, co-marketing, sales enablement, and joint value propositions., • Work closely with marketing to create partner case studies, technical stories, and ecosystem campaigns that highlight real-world outcomes., • Translate developer and community adoption signals into commercial opportunities with measurable pipeline impact., • Design and operationalize a scalable partner program including onboarding, enablement, incentives, and performance tracking., • Define partner tiers, certification paths, and engagement models for both open-source collaborators and commercial partners., • Collaborate with product and engineering leadership to ensure partnerships align with roadmap priorities and strategic initiatives., • Advocate for integration opportunities and feedback from both the open-source and commercial ecosystems., • Represent Upbound and Crossplane at industry events, partner forums, and cloud-native conferences., • Act as a senior ambassador across open-source, cloud, and enterprise ecosystems — balancing authenticity, influence, and strategic clarity., • Contribute to thought leadership and ecosystem storytelling that elevate Upbound's role in the Intelligent Control Plane movement.What You'll Bring, • 7+ years in technology partnerships, strategic alliances, or business development within cloud, SaaS, ISV, or open-source technology companies., • Proven success building and scaling partner ecosystems in high-growth, developer-led or open-source-first environments., • Experience managing both open-source and commercial partnerships simultaneously — balancing community trust with business goals., • Track record negotiating complex partnerships with global cloud providers, ISVs, and SIs., • Deep understanding of cloud computing, infrastructure platforms, and the cloud-native landscape (AWS, Azure, GCP)., • Familiarity with open-source governance, contribution workflows, and community engagement best practices., • Strategic thinker with strong analytical skills; able to measure and communicate partner and ecosystem ROI., • Exceptional collaboration, communication, and influence skills across technical and executive audiences., • Are fluent in open source and developer ecosystems; prior contributor or community involvement is a plus., • Experience working with or within cloud provider partner programs (AWS Marketplace, Azure Marketplace, GCP Partner Advantage)., • Curiosity about AI-native infrastructure and how intelligent systems reshape partner and GTM ecosystems., • Comfort balancing startup pace with strategic long-term thinking; thrives in ambiguity and loves building new playbooks., • Strong storytelling instincts — able to articulate complex ecosystem narratives in simple, compelling ways., • Authentic, community-minded approach that prioritizes trust and shared success., • Experience presenting at industry events, technical summits, or open-source conferences. #LI-REMOTE Why Upbound? At Upbound, you'll help shape the systems and strategies that drive predictable, scalable growth in a product-led company embracing usage-based models. If you're excited to build from the ground up, work with cutting-edge cloud technologies, and directly impact how revenue is generated and scaled—this is your seat at the table. About Upbound Upbound is pioneering infrastructure platforms for the Agentic AI Era, serving Fortune 500 companies and platform engineers across more than 100 countries. The company empowers infrastructure and platform teams with Intelligent Control Planes - based on Kubernetes and Crossplane - that provision, operate, and adapt so platforms are ready for both humans and AI agents. Upbound is the creator and primary maintainer of Crossplane, the popular open-source framework for building cloud-native control planes, with over 100 million downloads and adoption by more than 1,000 teams worldwide. A Series B startup backed by GV (formerly Google Ventures), Altimeter Capital, and Intel Capital, Upbound has raised $69M to date. For more information, visit .

Job DescriptionAbout vCluster Labs We are a venture-backed tech startup striving to be the leading force in enabling platform engineers. We raised +$30M from top-tier VCs such as Khosla Ventures (first investor in OpenAI, GitLab, Stripe, Doordash) and are in a hyper-growth phase looking for motivated people to complement our team. Our headquarters are in San Francisco (Salesforce Tower), but our team is distributed around the globe and we have a remote-first work culture. We're the company behind vCluster, an open-source technology for virtualizing Kubernetes (+10k GitHub stars). Open source is part of our DNA. The adoption of our commercial product based on vCluster has grown extremely fast (multi-million dollar revenue) and our customer base includes some of the biggest companies in the world, including 6 Global Fortune 500 companies as well as some of the fastest-growing tech unicorns. Responsibilities * Lead Strategic Partnerships: Identify, initiate, and manage partnerships with data center infrastructure vendors (GPUs, hardware, networking, storage), cloud providers, Kubernetes-focused startups, and major CNCF projects to drive product adoption and ecosystem growth. * Build Joint Value Propositions: Co-design technical integrations, reference architectures, solution bundles, or go-to-market campaigns that demonstrate vCluster's value in real-world use cases. * Own Relationship Development: From first outreach to signed OEM agreements, including long-term growth of the relationship and everything that contributes to mutual success—marketing, sales, engineering, and executive touchpoints. * Drive Awareness Through Collaboration: Collaborate with partners on blog posts, webinars, case studies, conference talks, and joint events to showcase what we’re doing together. * Work Cross-Functionally: Partner with Product to explore technical integrations, with Marketing to amplify joint efforts, and with Sales to unlock channel or co-selling opportunities. * Stay Close to the Ecosystem: You’ll be deeply plugged into what’s happening in the Kubernetes/CNCF/Infrastructure space, always looking for the next breakout tool, emerging trend, or commercial synergy. Requirements * Know the Kubernetes Ecosystem Cold: You’ve worked in or with cloud-native companies, understand the CNCF landscape, and can speak credibly about infrastructure, workloads, and enterprise platforms. * Understand Both Tech and Business: You can discuss NVIDIA GPUs, OpenStack integrations, or HyperShift vs vCluster one minute, and negotiate partner margins or BD strategy the next. * Have Rolled Up Your Sleeves Before: You’ve built or launched a successful partner program, negotiated strategic deals, or led integrations from scratch—not just managed them. * Are a Builder and Operator: You don’t wait for playbooks—you write them. You turn “we should partner with X” into “we’ve shipped a joint solution with X and presented it at KubeCon.” * Can Navigate Startups and Giants: You’re as comfortable working with early-stage founders as you are negotiating terms with major hardware giants. Bonus Points * Existing relationships with Kubernetes ecosystem leaders at companies like NVIDIA, Dell, AWS, Azure, as well as any major OSS startup companies in the CNCF space * Experience in channel/solution sales, tech alliances, or field/partner marketing * Background in infrastructure tools, platform engineering, and open source business models preferred Benefits We offer the following benefits: * Competitive Salary: We offer a competitive compensation package, including equity. * Platinum-Level Insurance: Health, dental, vision, and life Insurance, including plans for you and eligible dependents (benefits vary depending on country). * Flexible Working Schedule: You have a doctor’s appointment or need to head to the supermarket to get groceries at 2pm? We won’t have an issue with that. To us, results matter more than clocking in and out at the same time every day. * Workplace Flexibility: We’re very flexible about where you work. We know things can change in life and we’re happy to adjust the work environment for you along the way. Why join a startup like vCluster Labs? Since we are a fast-moving startup, you will not be number 14,589 in our company but rather become an essential part of our team right from the start: * Fast Application Process: We will typically get back to you within a week. No need to polish your resume for us. Just send us some links (e.g. LinkedIn, etc.), answer a few questions about your previous experiences, and hop on a quick Zoom call with one of our team members to see if you’re a good fit. We will respond quickly and make hiring decisions within days rather than months. * Open-Minded Work Environment: You can always speak your mind - no company politics or unnecessary formalities. We are operating in a lean, honest, and efficient way and we are looking for different perspectives, constructive feedback and creative, motivated people who want to make a difference. * Grow With The Company: We are a small company right now but we are growing incredibly fast because we work on something that has a lot of value to engineering teams in large enterprises. Joining vCluster Labs early will give you the chance to advance much faster to the next step on the career ladder than in any larger company. * Responsibility From Day 1: You will see right from the start that your work will immediately have an impact in our company and you can shape the future of this company together with the rest of our team. Grow with us and benefit from being part of this journey from the start. Culture & Values At vCluster Labs, we value and stand for: * Technical Excellence: We are determined to build best-in-class technology and ship high-quality software because we know that our users are engineers themselves. * Customer Obsession: We are going above and beyond to make our customers and users happy, which means striving for great usability, excellent documentation and support as well as fast response times for feature requests and bug reports. * Impressive Speed: From user feedback to shipping a new feature to address this feedback, we usually take less than a week in most cases and our users absolutely love us for this. * Bold Innovation: We are constantly questioning the state-of-the-art to find and address important issues in our space, even if that means abandoning any existing technologies and starting from scratch again. * Open Source & Open Mind: We are actively contributing and maintaining open-source projects and we believe that building an open-minded team culture that respects different perspectives and welcomes constructive feedback is equally paramount to our success. vCluster Labs provides equal opportunities for all candidates. We celebrate diversity and are committed to creating an inclusive work environment for everyone who becomes part of our team. We are also actively promoting measures to reduce bias throughout our hiring process to ensure that everyone gets the same opportunities. Compensation Range: $160K - $200K

Job Description Priority Application Deadline October 24, 2025 FLSA Status Exempt Starting Salary Step I: $170,500 - $211,000 Step II: $201,000 - $242,000 See "Pay" section below for additional information. Work Location May maintain a hybrid or mostly remote work schedule, with onsite work required for key meetings or events. Travel to Portland will likely be six or more times per year, for up to a week at a time. About the Position The Assistant Vice President (AVP) of Advancement Services plays a critical leadership role in supporting the OHSU Foundation's philanthropic success by overseeing the data infrastructure, tools, and analytics that enable effective fundraising strategy and decision-making. Working in close partnership with the development team and other key stakeholders across OHSU and OHSUF, the AVP ensures that Advancement Services operates as a strategic partner in philanthropy by maintaining and enhancing the foundation's CRM and data environment, leading a data strategy that supports fundraising priorities, and aligning advancement services operations with fundraising goals and other organizational priorities. The AVP oversees three teams - Gift Administration, Research, Prospect Management and Analytics (RPMA), and Business Intelligence - that are responsible for delivering accurate donor data and driving actionable insights and analytics. In addition, as a member of the Foundation's senior leadership team, the AVP contributes to overall organizational strategy and decision-making, with a shared responsibility for advancing the mission, values, and goals of the entire organization. What You'll Be Doing Strategic Leadership for Advancement Services • Provide strategic vision and leadership for the Advancement Services department, ensuring that the direction, priorities, and operations are aligned with the overall mission and strategic goals of the Foundation, • Oversee the operations of Gift Administration, Research, Prospect Management and Analytics (RPMA), and Business Intelligence teams to ensure each team is operating sustainably and in alignment with evolving organizational priorities, • Drive efforts to enhance the foundation's CRM and related systems to support prospect development, gift processing, reporting, and data integrity; ensure that CRM infrastructure and workflows are optimized for stakeholder needs, • Identify and implement best practices in advancement operations and data management, ensuring a culture of innovation and operational excellence, • Ensure the maintenance and delivery of accurate, timely, and actionable data that supports fundraising strategy, informs the donor pyramid, and aligns with organizational fundraising goals and metrics, • Oversee the development and management of reporting tools and dashboards to guide organizational decision-making, inform goals and metrics, and track progress against strategic objectives, • Serve as a strategic partner to development leaders and other key stakeholders by aligning data, systems, and services with fundraising strategy, donor engagement plans, and institutional goals, • Establish clear communication channels and feedback loops between Advancement Services and development partners to ensure transparency, responsiveness, and continuous improvement, and foster alignment across both departments, • Stay current and ensure compliance with all applicable laws, regulations, and industry standards related to data privacy, gift processing, fundraising ethics, and nonprofit accountability., • Contribute to enterprise-wide strategic planning and leadership efforts as a member of the Foundation's senior leadership team, with shared responsibility for advancing the mission and success of the organization., • Lead the creation, implementation and monitoring of annual strategic plans for Advancement Services teams, outlining key goals, objectives, strategies and progress metrics, • Lead and mentor a multi-faceted team; provide strategic direction for all department programs, strategies and activities, • Foster an inclusive, collaborative and positive team environment that embraces innovation and accountability, • Establish clear individual and team goals, ensuring alignment with OHSU and OHSU Foundation priorities and values, • Proven ability to lead and mentor multi-faceted teams within a complex, matrixed organization., • Strong operational and strategic leadership skills; ability to drive the development of innovative and integrated advancement services programs that align with organizational priorities, • Skilled in change management, team development, and fostering a culture of continuous improvement, collaboration, and accountability, • Strong decision-making and problem-solving skills, with the ability to anticipate challenges and develop proactive, scalable solutions, • Clear commitment to diversity, equity and inclusion; ability to collaborate with internal and external partners from diverse backgrounds and lived experiences, • Deep understanding of data management principles, donor databases (preferably Salesforce or similar CRMs), and data governance best practices, • Ability to translate complex data into meaningful reports and insights that support fundraising strategy and executive decision-making., • Experience developing and managing performance dashboards, key fundraising metrics, and donor analytics, • Understanding of the full spectrum of philanthropic fund development and how operational systems support frontline fundraising success, • Communication & Collaboration, • Excellent interpersonal relationship-building skills; ability to build credibility and trust across internal and external stakeholder groups, • Effective verbal and written communication skills; ability to create and maintain clear communication and feedback loops with key stakeholders, • Strong understanding of relevant data privacy laws and standards including HIPPA, IRS regulations, CASE standards, etc, • Demonstrated ability to build and maintain compliant systems and processes that reduce risk and promote integrity You Should Have, • 12+ years of progressively responsible strategic leadership experience in advancement systems or operations., • Demonstrated experience in the full spectrum of philanthropic fund development including major and principal gifts, comprehensive campaigns, annual and special gifts, proposal development, prospect research and management, information technology, and data reporting., • Significant experience implementing and leveraging systems for advancing the fundraising enterprise, • Experience in university fundraising is strongly preferred, • Fast-paced work environment requiring an ability to deal effectively with multiple priorities and deadlines and maintain focus on achievement of established goals, • Occasional hours outside of normal work hours for meetings, programs or travel, • Travel within the Portland metro area to the OHSU Foundation office or OHSU campus sites, • May maintain a hybrid or mostly remote work schedule, with onsite work required for key meetings or events (travel to Portland will likely be six or more times per year for up to a week at a time). Salary (Step I)$170,423—$211,325 USDPay Salary is dependent on experience. Each salary band is broken into three "steps," which correspond with an employee's experience/tenure, proficiency and performance in that specific role. New employees will typically start at step I of our pay band to allow for later growth, although more experienced candidates may be eligible to start at step II or III. The OHSU Foundation has a structured process for determining starting compensation, taking into account years of related experience, applicable skills, knowledge and abilities, market parity, and internal equity. Benefits The OHSU Foundation also offers an exceptional benefits package including: • Comprehensive medical and dental insurance., • Pension program (The Foundation contributes 12% of your annual salary to a pension);, • 22 days of paid vacation, 11 paid holidays, 1 float holiday and 2 days of volunteer time off;, • Professional development dollars for each employee; If you require support or reasonable accommodation during the application or recruitment process, please submit a request through our Accommodation Request Form. The OHSU Foundation is an Equal Opportunity Employer The OHSU Foundation is committed to being an equal opportunity, affirmative action organization. In keeping with our beliefs and values, no applicant will face discrimination or harassment on the basis of any protected class status, including color, age, current or future military status, disability (physical or mental), gender, gender identity, genetic information, marital status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other status protected by law. The OHSU Foundation, as required by law, is making available a copy of Employee Rights and Responsibilities under the Family and Medical Leave Act. The OHSU Foundation participates in E-Verify. By law we are required to make available the Notice of E-Verify Participation and the Right to Work.

Job Description Job description: JOB TITLE: Data Integration Specialist, Temporary - Client Benefits FLSA CLASSIFICATION: Hourly, Non-Exempt REPORTS TO: Director of Client Benefits LOCATION: Hybrid (3 days in office) Position in Vancouver, WA, or Houston, TX SUMMARY: Assists the Director of Client Benefits to support the client benefit sales process by combining data sets into Excel to produce viable census data for quoting master health and welfare plans. Job Title: Data Integration Specialist Job Duties: • Data Collection & Consolidation, • Gather data from various internal and external sources (e.g., benefit summaries, invoices, databases, reports, flat files)., • Import and consolidate data into a master Excel workbook for analysis and reporting., • Data Cleaning & Validation, • Perform data validation, clean-up, and formatting to ensure consistency and accuracy across datasets., • Identify and resolve data inconsistencies, missing values, or duplicates., • Excel-Based Data Management, • Use intermediate Excel functions such as VLOOKUP, XLOOKUP, IF statements, conditional formatting, and pivot tables., • Maintain organized and efficient workbook structures with clear tabs, headers, and documentation., • System Navigation & Cross-Platform Integration, • Extract and input data from various platforms such as CRMs, ERPs, financial systems, or cloud tools (e.g., Salesforce, Adobe PDF, Google Sheets)., • Navigate multiple data systems to pull and verify data, • Reporting & Updates, • Create and update recurring reports on the integrated data., • Distribute completed reports to stakeholders in a timely and accurate manner., • Process Documentation, • Document data integration workflows, data sources, and update procedures to ensure repeatability and clarity for future users., • Collaboration & Communication, • Work with different departments (e.g., Operations, Underwriting, Client Benefits) to understand data needs and ensure the final output meets business requirements., • Communicate any data issues or system limitations to relevant teams and propose solutions where possible., • Quality Assurance, • Perform regular checks to ensure data integrity and reliability., • Troubleshoot errors in Excel formulas or mismatched data from sources., • Time & Task Management, • Prioritize multiple data tasks and meet deadlines for periodic data updates (e.g., weekly, monthly reports)., • Suggestions for Improvement, • Minimum of 3 years regular, hands-on Excel use., • Excellent verbal and written communication skills., • Proficient with Microsoft Office products including Word, Excel, Outlook and Teams., • Experience with CRM software; Salesforce is a plus., • Commitment to excellence and high standards., • Strong organizational skills; able to manage priorities and workflow., • Ability to work independently and with various team members., • Ability to understand and follow written and verbal instructions, • Acute attention to detail., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. The starting pay rate for this position is $35-40 per hour. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications, and other qualifications of the candidate. Benefits: The Company does not offer benefits for temporary positions. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements). Temporary positions are not eligible for vacation, holidays or volunteer days. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. Company DescriptionBBSI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. California applicants: to see how we protect your data, visit our website at provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.\r\nCalifornia applicants: to see how we protect your data, visit our website at

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Regional Vice President II will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • years of successful sales experience in financial services, • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP® (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Success Advising Specialist College Possible Oregon This Work Is Our Mission At College Possible, we believe talent is universal. For many students, the path to college can feel overwhelming or out of reach. That's where you come in. We support students on their journey to higher education by providing personalized coaching, resources, and guidance. When you join College Possible, you become part of a team dedicated to making college access and success a reality. Together, we help students navigate the admissions process, overcome challenges, and earn their degrees. Our Impact 87% of College Possible students are admitted to college and are enrolled at 866 colleges and universities across the United States. Nationwide, we've served 99,000+ students since 2000. Why Join Our Team? When you work at College Possible, you're not just taking a job-you're advancing a mission to help more students get to and through college. You'll play a direct role in helping students achieve their educational goals and build brighter futures. Key Benefits ✅ Professional Growth Access training, mentorship, and career development opportunities as you support student success. ✅ Mission-Driven Impact Make a direct difference in students' lives by helping them access and complete college. ✅ Collaborative Community Join a team that values teamwork, innovation, and excellence in service of students. ✅ Work-Life Balance Enjoy flexible work options, unlimited PTO, and resources to support your well-being. Your Role as Advising Specialist The Advising Specialist is responsible for providing support to college students in the areas of financial aid, course registration, internships, career exposure, campus connection, and more via virtual methods as well as in-person. The Advising Specialist position advocates for College Possible's college students communicating to both College Possible and the higher educational institutions as to the needs of the students and resources needed for the students to persist and graduate. Primary Responsibilities: Direct Student Support – 70% • Follow, deliver, and ensure students have access to College Possible structured college curriculum, which supports students in four areas: Apply Smart, Be Financially Fit, Plan with a Passion and Purpose, and Transition Strong to help students progress towards specific goals/milestones., • Coach students toward reaching milestones, including, but not limited to: registering for classes, completing financial aid applications, re-enrolling in school, transferring and more., • Based on assessments and student data, create support plans for each student., • Maintain ongoing communication with all students in caseload., • Lead 45-minute meetings with students regularly., • Meet with students 1:1 virtually (and in some circumstances, in person), • Meet with incoming first-year students over the summer to ensure a smooth transition to their new campus., • Respond to all student text/calls/emails within 2 business days., • Guide students through financial aid renewal process by appropriate deadlines., • Support students through career exploration, career planning, and career development., • Research relevant career information and resources to send to students., • Identify students for specific partner internships and opportunities, and support students through the application process for these opportunities., • Connect students with job coaching volunteers and mentors., • Market career opportunities and events., • Help students resolve obstacles that come up throughout the school year by coaching them on self-advocacy and resourcefulness skills and communicating with school offices to advocate for students., • Refer students to appropriate resources when needed., • Track and record student progress, using both quantitative and qualitative measures., • Enter data into Salesforce, including all student interactions and other data, • Maintain accurate student contact information and records in the student database., • Identify, run and synthesize reports into a presentable form to share key information about student trends and milestone progress., • Manage a caseload of up to 400 college students, including, but not limited to:, • Schedule all student meetings., • Manage time and calendar to meet minimum meeting standards as outlined by KPIs. Program Support – 5% • Attend key events, college visits, and career-related student workshops., • Support recruiting new students into the College Possible program., • Additional program support as assigned by Program Manager. Organizational Support – 5% • Support the External Relations team by attending events, networking with guests/supporters, and providing event logistics as needed., • Represent the College Possible brand in a positive light and take actions to increase brand awareness throughout the community. Education/Certifications/Licenses: • Bachelor's degree required. Related Work Experience: • 1-3 years of experience related to teaching, mentoring, advising, and/or coaching high school and/or post-secondary students from underserved populations., • Must have experience in designing student communication, activities, lesson plans, and resources for high school and/or college students. Computer/Software Skills: • Must also possess exemplary written and virtual communications skills, and the ability to work well in a highly collaborative team or independently., • Employees must have mobility throughout the work environment and may be required to travel to partner sites and other community locations., • The employee must be emotionally mature and be able to handle difficult and complex student situations., • Must demonstrate an ability to solve practical problems and deal with frequently changing variables., • Must demonstrate strong interpersonal and coaching skills., • Excellent written communication skills are essential, • Able to read, analyze, and interpret general educational and business periodicals, professional journals, technical procedures, and governmental regulations., • Exhibit an ability to professionally write reports and business correspondence. They must be able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form., • Able to effectively present information and respond to questions from the public, clients, students, partners, and managers. Physical Requirements: • Ability to lift up to 15 pounds when needed In addition to joining a committed, diverse, values-based organization, we offer: • An opportunity for you to have a tremendous impact both internally and in the broader country, • A competitive salary commensurate with experience, • Excellent benefits including complete health, dental, life, short-term and long-term insurance, • 401(k) retirement plan, • Encouraged sustainability through a generous paid time off program, • Personalized professional development and growth opportunities To Join Our Growing College Possible Team Please apply at: Include a resume and cover letter. Job Posted by ApplicantPro

Job DescriptionWho are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary We’re seeking a Technical Support Specialist to deliver world‑class SaaS support via phone, chat, and email, you’ll own client issues end‑to‑end, diagnose complex problems independently, manage escalations, and collaborate across teams to drive resolution and customer success.How will you contribute? • Providing world class client support to our Professional Archive SaaS software solution and services via phone, chat, and written communication., • Act as a client liaison and become an advocate for the resolution of client issues., • Work on assignments that are complex in nature where independent action and high degree of initiative are required in resolving problems and developing solutions., • Independently identify the root cause of software or system issues and use system analysis and testing techniques to solve problems with minimal assistance. Routinely develops reproducible test cases., • Adhere to SLAs for support coverage to ensure initial response and timely resolution for customer cases via phone, web and community., • Actively diagnose, troubleshoot and resolve customer issues. Escalate cases as required based on customer business impact., • Effectively manage cases to ensure timely customer status updates and ultimate resolution., • On occasion, handling large accounts, customer escalations, and 3rd party support coordination to resolve issues., • Frequently engage and collaborate closely with Advanced Support, Customer Success, Implementation and other teams to drive resolution of issues, handling all customer-facing communications to set clear expectations through closure., • Capture, reuse and share knowledge using KCS (Knowledge-Centered Service) practices as Contributor or Publisher., • Promote adoption and success of customers and partners using self-service offerings, including knowledgebase, community, and training resources., • Advocate for product, policy and process improvements that improve the customer experience., • Follow required polices and processes to maintain compliance with information security and data protection requirements., • Log and track calls and cases using Salesforce, while maintaining detailed notes of the customer’s request., • Write or revise user training documents and procedure.What will you bring?, • Minimum of 2 years in a customer service / technical support role, especially in SaaS or IT environments., • At least 2 years of call center experience handling inbound/outbound calls in high-volume settings., • Strong verbal and written communication skills, with active listening and empathy.

Job DescriptionJob Summary: The Account Manager will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints. Duties/Responsibilities: • Help build the infrastructure and standard operating procedures for the department, • Help create company guidelines particularly related to quality of service, • Manage the department and ensure the team complies with company guidelines particularly related to quality of service., • Prepare knowledge-based documents such as summaries and responses to frequently asked questions., • Hire entry-level customer success employees., • Train new employees in the company's customer service policies, procedures, and best practices., • Organize and oversee the schedules and work of the department., • Conduct performance evaluations that are timely and constructive., • Handle discipline and termination of employees as needed and in accordance with company policy., • Monitor or review calls or other correspondence between representatives and customers., • Ensure that representatives are informed about changes to company products and services., • Collect data and prepares reports on customer complaints and inquiries., • Prepare monthly reports summarizing the assigned customer success teams performance., • Assist with budget preparation for the Customer Success department., • Perform other related duties as assigned.Required Skills/Abilities:, • Bachelor's degree in business, technology or similar, • At least five years of customer success experience required., • At least two years of experience in a supervisory role preferred., • At least two years of experience in customer service or customer success in the manufacturing industry, • Excellent communication and presentation skills, • Must be personable and enjoy working with people in an entirely customer-facing role, • Knowledge of project management/delivery methods and tools, • Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured, • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision, • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues, • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation, • Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems, • Experience in the Food & Beverage or Consumer Packaged Goods domain preferred, • Experience with Salesforce (or other CRM) desired, • Ability to travel (job requires up to 30% travel), • Comfortable working as needed in a remote environment with video-conferencing tools, • Excellent management and supervisory skills., • Excellent verbal and written communication skills., • Extensive knowledge of customer service procedures and principles., • Organized with attention to detail., • Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour., • Ability to coach and mentor customer success representatives.

Job Description Are you a financial whiz who loves helping people plan for their dream retirement, crunching numbers, and simplifying the complexities of retirement savings? If so, we have the perfect role for you! As our Senior Retirement Plan Specialist, you'll have a direct impact on helping our clients see that 401(k) planning can be an exciting part of planning their future. You will manage, support, and coordinate retirement plan client relationships under the direction of the Retirement Plan Advisor. You will interact with multiple internal and external contacts, including retirement plan participants. Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream and now we are looking to grow our Portland based team. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:00-2:00pm. What you will do: • Manage and support client relationships to ensure a gold standard client experience. Engage in regular in-person, phone, and email client interactions., • Prepare and process documentation related to client maintenance (account applications, transfer documents) and client onboarding (initial applications), in-person and over the phone collaboration with client and service providers, and acting as a transition partner, • Log all activities and client and prospect data into the firm's CRM., • Collaborate closely with the Retirement Plan Advisor at all stages of the client review meeting process, prepare materials and attend meetings. Enter accurate and detailed notes into the CRM following meetings and follow up on action items., • Perform calendaring functions with both internal teams and external clients, prospects, and Centers Of Influence (COIs), • Conduct on-site education and enrollment meetings and assist with 401(k) participant meetings., • Assist with preparation of requests for proposal (RFPs)., • Interact with trustees, plan sponsors, plan participants, Third Party Administrators and recordkeepers to answer their questions and service their retirement plans., • A minimum of 2 years of experience in a client-facing role in the financial services industry. Experience working with retirement plans is strongly preferred., • Demonstrated proficiency with Microsoft Office products., • Experience with Salesforce is preferred., • Series 65 license is a plus (or willingness to obtain it within 12 months at Coldstream's expense) Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $70k and $80k, plus an annual bonus and a generous benefits package. Licensed individuals can also participate in our New Business Incentive program. As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive growth and learning culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base salary plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: 16-26 days per year - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program, • Parking: Generous contributions towards parking or transit pass, • Wellness reimbursement, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years, • Early close Fridays at 2 pm We strongly urge people from underrepresented groups to apply. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description Territory Account Manager - AEC Company Description IMAGINiT Technologies, a division of Rand Worldwide, advances the way companies use technology to design, develop, and manage complex engineering projects. As the market leader in North America, we continue to enjoy a great deal of success even in these unprecedented times. Our culture is supportive, dynamic, collaborative, and driven to meet the ever-changing needs of our customers and our employees. If you are looking to make a real difference, we would love to hear from you. Job Description As part of a dynamic territory sales team, the Territory Account Manager will be responsible for managing, growing, and expanding into a current customer book of business (BOB). Success will depend on your ability to organize, prioritize, and engage with your BOB. Further, a successful Territory Account Manager will have the ability to identify, prioritize, and target accounts within and outside of a BOB, identify and understand client needs and requirements, develop strong relationships, collaborate, and manage multiple internal and external resources to drive a deal to close Major Responsibilities/Activities • Further establish, cultivate, expand and maximize business relationships., • Identify unmet needs, efficiency opportunities and/or workflow challenges by using a consultative approach., • Strategically sell respective solutions, related value and the positive impact IMAGINiT’s services and products can provide., • Tactically prioritize and plan each day based on potential and urgency ., • Lead sales discoveries, develop presentations and proposals., • Spearhead account and opportunity related strategy sessions with internal teams., • Collaborate across RAND Worldwide business enterprise to further develop and secure business., • Formulate, execute and update rolling business plan of action and KPI’s., • Leverage Salesforce.com to document current and drive future activity, create proposals, process orders and forecast sales., • Resourcefully utilize all available sales efficiency tools, professional and social media platforms to drive access, awareness and engagement., • Take full ownership and accountability for continuously educating, professionally developing and creatively navigating the current and future industry changes., • Consistently meet or exceed monthly sales targets. Education Requirements • Diploma or degree in business, other related fields, or equivalent work experience. Experience/Skill Requirements • 2 years of successful, documented sales growth and/or extensive customer engagement., • Solid business acumen and skill set to manage the full sales cycle., • Ability to have business conversations at all levels from user to Owner., • Capable of managing multiple internal and external teams, as well as external resources to ensure comprehensive solutions are provided., • Proficient in and/or adept with sales platforms and available customer related technology (MS Office suite and Teams, Revenue Grid, 6 Sense, Eloqua, Monster Connect, Salesforce, LinkedIn, AI). Subjective • Driven, self-motivated, goal oriented, growth & expansion mentality., • Proactive initiative with personal accountability to pursue vs patiently wait., • Coachable with a willingness to learn and a desire to continually improve., • Competitive, team-based frame of mind. Key Performance Indicators (KPI) • Ability to effectively access and positively engage with Customers (via phone, live/virtual calls and meetings, e-mail, MS Teams and professional/social media platforms)., • The continual influx and growth of new opportunities in the pipeline., • Meeting and/or exceeding quotas. Work Environment • This job operates in a professional office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job., • While performing the duties of this job, the employee is regularly required to talk; hear; sit; stand; walk; use hands to finger, handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Travel • This position requires up to 20% travel. Travel is frequently by air, is outside the local area and overnight. Access to a reliable automobile and a valid driver’s license are required as well as the ability to legally enter both Canada and the US. Other Duties • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice Total Compensation • Base Range: $45,000-$50,000, • OTE Range: $120,000 plus Benefits • Health, Dental, and Vision, • Health Savings Account with Employer Matching Contribution, • Limited Purpose FSA Account, • Medical Flexible Spending Account, • Dependent Care Assistance Plan, • Short & Long-Term Disability, • Wellness Programs, • Employee Assistance Program, • Group Term Life Insurance, • Voluntary Life Insurance, • Paid Holidays, • Vacation and Sick Leave, • 401(k) with company match, • Tuition Reimbursement, • Service Awards, • Employee Referral Bonus Program Visit us at for more information. We celebrate employment equity and diversity! We encourage applications from all qualified individuals and do not discriminate based on disability, race, ethnicity, religion, gender, sexual orientation, age, veteran status, or any other basis protected under federal, state, provincial or local laws. We are committed to providing reasonable accommodations for persons with disabilities. If you require reasonable accommodation during the application process, we will work with you to meet your needs.We thank all applicants in advance for their interest, but only those applicants who are to be considered will be contacted. Must be authorized to work in the U.S. for any employer without company sponsorship.