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Job Description Insurance Sales Representative (South Plainfield, NJ) POSITION OVERVIEW I am looking for enthusiastic candidates for an insurance sales producer position. This position is located at Daniel Barros State Farm Agency in South Plainfield, NJ. The right candidate will build and develop customer relationships within the community to promote insurance products including auto, home, and life insurance products. I seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. We work with many Spanish speaking clients, so being fluent in Spanish is important. Sales and systems training is provided. RESPONSIBILITIES • Develop leads (some of which are provided by the agency), identify customer needs, and market appropriate products and services, • Establish customer relationships and follow up with customers as needed, • Use a customer-focused, needs-based review process to educate customers about insurance options., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification., • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal, and listening, • Ability to assess customer needs and conduct effective interviews, • Previous experience in a sales role is preferred but not required, • NJ Property, Casualty, Life Producer licenses required. Can be obtained after hire date. (Cost of licensing and continued education is reimbursable), • Self-motivated and able to work in a team environment, • Base Salary: (This can vary based on experience), • Uncapped Commissions: Based on your new production monthly. You control how much you can earn, • Bonuses: Based on performance achievements throughout the year Within Agency: Annual reviews and raises, as well as positional promotions (Ex: Insurance Account Rep, Senior Insurance Account Rep, Sales Manager, etc.) Agent Aspirant: If you have what it takes, you can also become a State Farm agent and run your own agency. This position will provide valuable insight about the insurance industry, and as an authorized State Farm agent team member, you can enter the Agent Aspirant program. This program is designed by State Farm to locate motivated individuals with an entrepreneurial mindset. The agent (Daniel Barros) will train the candidate on how to run an agency. HOURS Monday through Friday - 9:00am - 5:00pm EMPLOYMENT TYPE: Full-Time SALARY $60,000.00 to $85,000.00 /year Company DescriptionState Farm Insurance Agency located in South Plainfield, NJ.State Farm Insurance Agency located in South Plainfield, NJ.

Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, and Gourmet Garage® banners. Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best-in-class procurement practices. Summary The Cyber Security Project Manager plays a pivotal role in the strategic planning, execution, and delivery of complex cyber security projects within Wakefern. This leadership position requires an experienced professional who not only understands the evolving cyber threat landscape but also possesses the skills to coordinate cross-functional teams, manage resources, and ensure that security initiatives align with business objectives. The role will bridge the gap between technical cyber security experts and business stakeholders, ensuring that projects are delivered on time, within scope, and on budget while upholding the highest standards of security and compliance. Essential Functions: Project Planning & Management • Develop, implement, and manage end-to-end project plans for multiple cyber security initiatives, including risk assessments, security upgrades, threat response, compliance, and incident management projects., • Establish project scope, objectives, timelines, milestones, and deliverables in alignment with organizational goals and regulatory requirements., • Coordinate with stakeholders to define and refine project requirements and success metrics., • Monitor project progress, proactively identify risks, and implement mitigation strategies to ensure project success. Team Leadership & Collaboration • Lead cross-functional teams, including security analysts, engineers, IT staff, consultants, and third-party vendors., • Foster a culture of collaboration, knowledge sharing, and continuous improvement among project team members., • Mentor and provide guidance to junior project managers and cyber security staff. Stakeholder Communication • Act as the primary point of contact for senior management, technical teams, and business partners regarding project status and key deliverables., • Prepare and deliver regular project updates, executive summaries, and detailed reports on project progress, risks, and outcomes., • Translate complex cyber security topics into clear, actionable language for non-technical stakeholders. Risk & Compliance Management • Identify potential threats and vulnerabilities, conduct risk assessments, and ensure that projects adhere to internal and external security standards (e.g., ISO 27001, NIST, GDPR, HIPAA)., • Coordinate audits, assessments, and remediation activities as required by regulatory authorities or internal policies., • Develop and maintain project documentation that demonstrates due diligence and compliance with applicable regulations. Budgeting & Resource Allocation • Develop and manage project budgets, track expenditure, and report variances to senior leadership., • Allocate resources efficiently, ensuring optimal use of talent, technology, and external services., • Negotiate contracts with vendors and consultants for products and services related to cyber security projects. Continuous Improvement & Innovation • Stay abreast of emerging cyber security threats, best practices, and technological advancements., • Recommend and implement process improvements to enhance the effectiveness and efficiency of cyber security project delivery., • Promote a proactive security posture and foster an organizational culture of security awareness. Incident Response Support • Support coordination of incident response activities, ensuring projects account for necessary detection, containment, and recovery processes., • Coordinate post-incident reviews and lessons-learned workshops to inform future project planning. Qualifications • Bachelor’s or Master’s degree in Computer Science, Information Security, Information Technology, or a related field., • Minimum 10-15 years of progressive experience in cyber security, with at least 3-5 years in a project management or leadership role., • In-depth understanding of cyber security frameworks, standards, and regulatory requirements (e.g., ISO, NIST, CIS CSC, GDPR)., • Proficiency in project management methodologies (e.g., Agile, Waterfall, Scrum)., • Relevant certifications such as PMP, CISSP, CISM, or equivalent., • Demonstrated ability to manage multiple complex projects simultaneously., • Excellent leadership, negotiation, and conflict resolution skills., • Strong written and verbal communication abilities, including experience presenting to executive audiences., • Experience working with cloud security, network defense, endpoint protection, identity management, and threat intelligence is highly desirable. Working Conditions & Physical Demands • This position requires in person office presence per business needs Preferred Skills & Attributes • Strong analytical and problem-solving skills with keen attention to detail., • Ability to work under pressure and manage competing priorities in fast-paced environments., • Experience managing global or distributed teams and third-party vendors., • Strategic thinker with the capacity to align cyber security projects with broader business objectives., • High degree of integrity, professional ethics, and demonstrated commitment to confidentiality and information protection., • Continuous learner, passionate about advancing security knowledge and skills. Key Performance Indicators (KPIs) • Project delivery within agreed timelines and budgets., • Adherence to security and compliance requirements., • Reduction in identified security risks post-implementation., • Stakeholder satisfaction with project outcomes., • Successful audit outcomes and positive regulatory feedback., • Improvement in organizational security posture and incident response readiness. Associate Competencies • Communicate Effectively, • Drive for Results, • Embrace Change, • Develop You, • Building Relationships, • Stay Competitive Leadership Competencies • Think Strategically, • Influence Others, • Talent Planning, • Take Accountability, • Inclusive Leadership

Doka USA is proud to be Certified™ by Great Place to Work®! We are committed to fostering a supportive work environment where all of our team members can thrive. As one of the world’s leading companies for developing, manufacturing, and distributing formwork solutions for the construction sector, Doka employs more than 9,000 people in over 58 countries and is part of the family-owned Umdasch Group. We Make It Work. Job Description The Product & Business Development Manager is a strategic, customer-focused professional responsible for expanding Doka’s market presence in the USA while managing and developing key product lines, with a specific focus on scaffolding, components, and safety systems. This role blends product lifecycle management, market development, and high-value customer engagement to drive sustainable revenue growth. The ideal candidate has strong technical knowledge of scaffolding systems and components, as well as the formwork and shoring industry in the United States, paired with excellent commercial acumen and the ability to lead cross-functional initiatives from concept to execution while championing safety standards, compliance, and safe-use practices across product and customer applications. Key Responsibilities • Identify and pursue new business opportunities in the U.S. construction market for scaffolding., • Build and maintain strong relationships with contractors, engineers, consultants, and strategic partners., • Develop and maintain a robust national pipeline of target projects, key accounts, and strategic opportunities., • Support sales teams with customer visits, job-site meetings, value-engineering discussions, and competitive positioning., • Achieve revenue and contribution margin targets through structured sales and negotiation strategies., • Manage the full lifecycle of assigned products: strategy, positioning, introduction, pricing, and performance tracking., • Conduct market and competitor research to identify trends, customer requirements, and areas for innovation., • Collaborate with Sales, Engineering, Operations, and Marketing to launch new products and improve existing offerings., • Provide product training and technical support to account managers, engineering and operation teams., • Implement product enhancements and commercial strategies to maximize utilization, profitability, and market fit., • Oversee product-related or business development projects from concept through rollout., • Ensure alignment between engineering, sales, operations, logistics, and senior management for successful execution., • Support prequalification documentation, approvals, permits, testing protocols, and certifications relevant to the U.S. market., • Serve as the main point of contact for key projects requiring product expertise and cross-functional coordination., • Share best practices, workflows, and product knowledge across branches and teams., • Support recruitment, onboarding, and development of professionals involved in product-relevant areas., • Collaborate with Marketing to drive product marketing initiatives, campaigns, and customer education programs., • Foster a strong internal network to enhance execution efficiency and market responsiveness. Qualifications • Bachelor’s degree in Engineering (Civil, Mechanical, Construction) or a related technical field; equivalent experience also considered., • Proven experience in product management, business development, or sales in the formwork and scaffolding industry within the U.S., • Strong understanding of scaffolding systems (e.g., Ringlock), formwork and shoring, and industry codes., • Demonstrated ability to build strategic relationships and influence key stakeholders., • Excellent communication, presentation, and negotiation skills., • Strong strategic thinking with the ability to convert technical solutions into commercial value., • Ability to analyze market trends, define targets, and develop actionable plans., • Proficiency in CRM systems, Microsoft Office, and digital sales tools., • Willingness to travel extensively within the United States (up to 50–60%). Additional Information In accordance with applicable state and local pay transparency laws, Doka USA Ltd. is committed to providing a clear and equitable compensation structure. The salary for this position is budgeted between $100,000 - $150,000 USD, which is based on a variety of factors, including but not limited to, the candidate’s experience, qualifications, skills, and geographic location. This range represents the base pay for the position and does not include potential bonuses, commissions, benefits, or other forms of compensation. Final compensation will be determined at the time of offer and in accordance with internal equity and market data. Doka offers terrific career opportunities, competitive compensation, comprehensive benefits including medical, dental, vision, Flexible Spending Account, company paid life insurance, supplemental voluntary term life insurance, 401k retirement plan (Roth and Non-Roth), short-term disability, AFLAC policies, paid time off (sick/personal, vacation, floating holiday and company paid holidays) and an exciting opportunity to join as a member of Doka's team. If working with some of the most impressive construction projects in the US and joining an industry leader excites you, please submit your resume by clicking below. Visit us online at for additional information on Doka USA, Ltd. Doka USA, Ltd. is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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. If you are interested and have a strong competitive drive, positive attitude, a desire to learn and grow from your experiences, then this is your opportunity to make an immediate difference. Please submit your resume and apply now. External candidates must be authorized to work for any employer in the USA.

Job DescriptionSenior Commercial Line Account Manager (Mid to Large Market Risks)Excellent salary and benefits package available for a qualified individual.Salary: $65,000 - 90,000Location: Summit, NJ Job Summary:Independent Agency is looking for an experienced Senior Account Manager experienced working with Mid to Large Market clients to join their team. This position will be responsible for a large book of business. This individual plays a leadership role in maintaining the relationship between the service team and the insurance carriers. Duties and responsibilities include but are not limited to: • Coordinating annual marketing efforts and carrier negotiations;, • Providing detailed cost and coverage analyses;, • Answering client policy and coverage questions;, • Consulting with clients on mid-term policy changes;, • Providing monthly reporting of client values to carriers;, • Coordinating and conducting claim review meetings for selected accounts;, • Visiting client sites to identify potential exposures and needs;, • Review loss analysis and complete risk management analysis, • Work with producers to complete action steps necessary to close renewals including gathering and researching risk management/insurance and renewal data for marketing., • S/he secures the renewal of existing business with assigned accounts and oversees activities related quality of service provided to clients., • The position involves working with multiple producers in the Agency. Required Competencies:, • P&C License required, • Extensive knowledge of Insurance Coverage products, • Excellent knowledge of and effective negotiation skills with insurance carriers, brokers, wholesalers and alternative risk markets, • Ability to provide first class service to assigned accounts including certificate issuance, returning phone calls and education of client staff with respect to insurance in general, • Ability to communicate verbally and in written form with clients, insurance company personnel and other vendor and third parties, • Knowledge of claims including participation in claim reviews, • Risk Management Background is Appreciated All inquiries will be kept confidential

Job Description Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The Commercial Lines Senior Client Manager will play an integral role in driving our mission to deliver excellence in client management and retention. Primary Responsibilities • Effectively managing a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time, • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication, • Handling renewals, service requests, claims, billing and new policies, • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures, • Review all applications, policies, endorsements and audits for accuracy, • Coordinate expiration list with department manager to obtain renewal business information Qualifications • Bachelor’s degree or equivalent work experience, preferred, • Three years minimum Commercial Account Management experience required, • Property & Casualty License required, • Valid driver’s license and insurance, required, • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point), • Applied/Epic or similar agency management software experience, preferred., • Able to work independently and enjoy a high degree of interaction with team members., • Self-motivated and driven., • Maintain a sense of urgency and ability to work with and meet deadlines., • Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance., • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information., • Ability to maintain a professional demeanor and positive attitude This position is located in New Jersey. The base salary for this position at the time of this posting may range from $75,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Compensation This is a remote position with a competitive benefits package. The base salary ranges from $65,000 to $75,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR mpHidQu5od

Job DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This individual will play a key role in the overall management and growth of our mid-large market clients. In addition to managing the day-to-day service on an assigned book of clients, this individual will bring middle/large market employee benefits client management experience to help implement new solutions with clients and prospects. Key Responsibilities Include • Manage and support middle and large market clients, ensuring quality service delivery within established scope of work, workflow, standard operating producers, and professional excellence standard., • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts., • Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities., • Participate in new business presentations for middle and large market clients promoting our value proposition, scope of services and product offerings to prospective clients/new client contracts., • Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective., • Project manage the client service plan, collaborating with internal team members and external carrier partners to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients., • Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA)., • Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate., • Support the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations., • Educate clients on the regulatory and compliance environment within employee benefits., • Maintain relationships with internal and external business partners and carriers., • Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation.Qualifications, • Minimum of 5+ years' experience with mid-large broker experience and self-funded knowledge., • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry., • Active Life/Health insurance license required., • Strong Project Management skills, comfortable leading client strategy and benefit plan recommendations., • Demonstrated understanding of carrier implementation and the full scope of service deliverables for mid/large clients, including some exposure to benefit harmonization with M&A activities., • Advance knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry., • Strong financial acumen, with the ability to manipulate and interpret financial data for effective decision making and plan performance., • Demonstrate knowledge in plan design, underwriting and funding concepts with experiences in delivering benchmarks, plan design modeling, pricing/budget setting., • Strong knowledge of industry trends and internal and external third-party products/solutions, beyond traditional insurance products., • Strong negotiation and relationship management skills, supported by technical knowhow., • Strong project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines., • Ability to participate in leading client decision makers through the development of a multi-year strategic plan that includes tactics, solutions, and program recommendations., • Advanced skills in Excel, PPT and EB analytical tools, models, and capabilities., • Strong verbal and written communication and presentation skills, with the ability to build rapport. present with clarity and impact and adapt communication style at various levels. This position is located in New Jersey. The base salary for this position at the time of this posting may range from $120,000 to $125,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-Hybrid Powered by JazzHR OfvBjkceCr

Job Description Salary: $75,000-$80,000 Morrison Healthcare is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospitals and healthcare systems. Morrison's hospital kitchens, restaurants, and cafés feature socially responsible practices and exceptional guest experiences. The company's comprehensive Mindful Choices® wellness and sustainability platform includes the latest in healthful eating and an understanding of behavioral change in food consumption. Morrison's alignment with Partnership for a Healthier America's (PHA) Hospital Healthy Food Initiative positively impacts up to 41 million patients and 500 million hospital meals annually. Morrison has been named one of Modern Healthcare's "Top 100 Best Places to Work in Healthcare" for the past five years, and Training Magazine's Top 125 organizations for the past six consecutive years. The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. Job Summary Job Summary: The Retail Manager position is an exciting opportunity for an energetic, entrepreneurial manager who is constantly seeking a better way to conduct business. Our Retail Managers are responsible for the successful retail/cafeteria operation of Food & Retail Managers will perform a variety of duties including the planning and supervision of special functions, the maintaining of cash controls and payroll records, and the hiring and training of our hourly team members. They also ensure customer satisfaction and good public relations through the safe and efficient uses of resources. Key Responsibilities: • Oversees daily administrative and operational tasks, • Handles all aspects of staff management, • Manages all financials including budget development, forecasting, and financial reporting, • Maintains knowledge of the market place and trends, • Manages cost controls and control expenditures for the account, • Oversees sanitation and safety of assigned unit(s), • Purchases and manages inventory, • Rolls out new culinary programs in conjunction with Company marketing and culinary team, • Culinary degree preferred, or A.A. Degree plus related experience, • Three or more years supervisory experience in food service operations, • Supervisory experience in a healthcare, senior living, retirement or related environment desirable, • Knowledge of retail, food and catering trends with a focus on quality, production, sanitation, food cost controls, and presentation, • Leadership, management and coaching skills, • Communication skills both written and verbal, • Financial, budgetary, accounting and computational skills, • Proficient computer skills including Microsoft Office programs, e-mail, the Internet and other necessary computer programs, • ServSafe® Certified Apply to Morrison Healthcare today! Morrison Healthcare is a member of Compass Group USA Click here to Learn More about the Compass Story Associates at Morrison Healthcare are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Flexible Time Off, • Paid Parental Leave, • Holiday Time Off (varies by site/state), • Personal Leave, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply. Applications are accepted on an ongoing basis. Morrison Healthcare maintains a drug-free workplace. Req ID: 1483152 Morrison Healthcare KATHRYN MANFUSO [[req_classification]]

Job DescriptionJob Title: Commercial Lines Account ManagerSalary Range: $60,000 - $85,000Location: Summit, NJ | Hybrid About Our Agency: We are an independent insurance agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account Manager with a strong background in servicing a diverse range of commercial accounts. This role is pivotal in maintaining and growing our client relationships through expert management and consultation. Key Responsibilities: • Expertise in Diverse Accounts: Bring a working knowledge of Property and Casualty accounts across various industries including Construction, Manufacturing, Retail, and Restaurants., • Client Consultation & Support: Respond to client inquiries regarding policy and coverage, ensuring accurate and timely advice., • Policy Management: Skillfully market and quote new business and account renewals, striving for optimal coverage and cost efficiency for clients., • Carrier Relations: Liaise with multiple carrier underwriters, leveraging these relationships to benefit client accounts., • Renewal Management: Oversee account renewals, compiling and managing necessary information effectively. Qualifications:, • Experience: 3-5 years (or more) in the insurance industry, specifically in servicing commercial accounts., • Licensing: Must possess a current Property and Casualty license., • Software Proficiency: Experience with Applied (TAM or EPIC) or AMS360 is preferred., • Industry Knowledge: A solid understanding of the Insurance and/or Brokerage business., • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook)., • Communication: Strong verbal and written communication skills. What We Offer:, • A collaborative and supportive work environment., • Opportunities for professional growth and development., • A competitive salary reflecting experience and qualifications. Confidentiality Promise: All inquiries and applications will be handled with the utmost confidentiality.

Job Description The Finance Manager plays a key role in driving financial performance and supporting strategic decision-making across the business. This role partners closely with C-Level executives and senior leaders on budgeting, forecasting, and investment optimization, while delivering insights that shape the company’s direction. The Finance Manager will also contribute to executive and board-level reporting and presentations. What does a great Finance Manager do? A great Finance Manager goes beyond reporting the numbers—bringing clarity, insight, and foresight to financial performance. This individual acts as a trusted partner to leadership, combining strong analytical skills with business acumen to influence outcomes and improve decision-making. Key Responsibilities • Consolidate and report monthly, quarterly, and annual financial performance, including variance analyses against budget and forecast, highlighting risks, opportunities, and operational metrics., • Perform financial analyses on results and forecasts to provide actionable insights., • Manage the consolidation of submissions for month/quarter-end results and forecast updates, preparing concise variance analysis for executive review., • Develop, update, and maintain financial reports and operational review materials for executive leadership., • Support decision-making with forward-looking insights, including scenario and sensitivity analyses., • Partner with functional leaders to align on financial assumptions, evaluate trade-offs, and drive accountability for results., • Deliver accurate financial results and analysis of key expenses during the budget, forecast, and close processes., • Prepare C-level and Board presentations and support the coordination of the long-range plan, annual budget, and monthly forecast updates., • Drive continuous improvement in FP&A processes, tools, and capabilities., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or Master’s degree a plus)., • Minimum 5 years of professional experience in Corporate Finance or FP&A., • Fintech or SaaS/software industry experience strongly preferred., • Strong analytical, quantitative, and Excel skills; experience with NetSuite and Power BI is a plus., • Excellent written and verbal communication skills, with the ability to present to senior leadership., • Demonstrated ability to make sound, data-driven decisions and solve problems with judgment and experience., • Self-starter with the ability to thrive in a fast-paced, dynamic environment. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description About Us At Factory Direct Enterprises LLC d/b/a Ashley (FDE), we are committed to "Amazing" our Team Members by supporting their journey toward becoming their best selves. This commitment is reflected in our competitive compensation, benefits, culture, and growth opportunities, all of which align with our vision of being the employer of choice in every community we serve. Who We Are: • #1 Selling Furniture Brand in the World, • #1 Retailer of Furniture and Bedding in the United States As an industry leader, we offer the best compensation package in the furniture industry, including: • Competitive Base Salary range between $95,000 - $115,000 annually based on qualifications and relevant experience., • 401(k) Program with a company match., • Paid Time Off and Holiday Pay, including your birthday., • Medical, Dental, and Vision Benefits starting as low as $25 a week., • Hope to Dream: For every mattress sold, a portion of the proceeds is used to purchase and donate beds to children in need (ages 3-16)., • Give a Day: Every Team Member is encouraged to volunteer for one day per year with an approved organization, and we'll pay you for that day., • Corporate Chaplains: Providing support in areas such as grief care, hospital visits, marriage and parenting support, aging parents, and stress management., • Life Resources: Quarterly events supporting Team Members in areas like finances, relationships, health, and wellness., • Team Member Relief Fund: Offering financial support for unexpected life events., • SmartDollar: A FREE financial wellness program to help you budget, reduce debt, and save for the future. Essential Functions Factory Direct Enterprises LLC d/b/a Ashley (FDE) is seeking a hands-on, forward-thinking Senior Accountant to join our growing finance team. With 20+ retail locations across the tri-state area and continued expansion ahead, this position plays a critical role in managing the financial backbone of our multi-location retail operation. We're looking for a high-performing accounting professional who thrives in a fast-paced, team-oriented environment and is ready to take on leadership responsibilities. This is a succession-track role designed to grow into the Accounting Manager within the next few years. Schedule Expectations • Full-time Position - Minimum of 40 hours per week, • Hybrid Schedule: Mon/Tues/Thurs in office required Education & Experience Requirements • Bachelor's degree in accounting or finance required; strong foundational accounting knowledge is essential for success in this role., • 4–7 years of progressive accounting experience, ideally within a retail, multi-entity, or high-volume operating environment., • Demonstrated expertise in month-end close, financial statement preparation, account reconciliations, and variance analysis., • Strong working knowledge of GAAP, including hands-on experience with lease accounting under ASC 842 and fixed asset accounting., • Experience utilizing and navigating multiple ERP systems, with the ability to troubleshoot issues, streamline workflows, and support system enhancements., • Advanced proficiency in the Microsoft Office Suite, particularly Excel (pivot tables, complex formulas, data modeling) to support analysis and reporting requirements., • Proven experience supporting or leading audit preparation, including developing schedules, reconciling supporting documentation, and interacting with external auditors., • Experience with Power BI, Power Query, Power Pivot, or data warehouse reporting tools to support automation, dashboarding, and enhanced analytics., • Background in sales and use of tax compliance or multi-jurisdictional tax filings. Knowledge, Skills & Abilities: • Strong analytical thinking with the ability to translate financial data into clear, actionable insights., • Excellent verbal and written communication skills to support collaboration with leadership, store operations, auditors, and cross-functional partners., • High attention to detail and commitment to accuracy in all accounting processes., • Proactive, solution-oriented mindset with the ability to improve existing workflows and build scalable processes for a growing retail organization., • Ability to manage multiple priorities under tight timelines while maintaining a high standard of quality.

Job DescriptionCompany Description Doka USA is proud to be Certified™ by Great Place to Work®! We are committed to fostering a supportive work environment where all of our team members can thrive. As one of the world’s leading companies for developing, manufacturing, and distributing formwork solutions for the construction sector, Doka employs more than 9,000 people in over 58 countries and is part of the family-owned Umdasch Group. We Make It Work. Job Description The Product & Business Development Manager is a strategic, customer-focused professional responsible for expanding Doka’s market presence in the USA while managing and developing key product lines, with a specific focus on scaffolding, components, and safety systems. This role blends product lifecycle management, market development, and high-value customer engagement to drive sustainable revenue growth. The ideal candidate has strong technical knowledge of scaffolding systems and components, as well as the formwork and shoring industry in the United States, paired with excellent commercial acumen and the ability to lead cross-functional initiatives from concept to execution while championing safety standards, compliance, and safe-use practices across product and customer applications. Key Responsibilities • Identify and pursue new business opportunities in the U.S. construction market for scaffolding., • Build and maintain strong relationships with contractors, engineers, consultants, and strategic partners., • Develop and maintain a robust national pipeline of target projects, key accounts, and strategic opportunities., • Support sales teams with customer visits, job-site meetings, value-engineering discussions, and competitive positioning., • Achieve revenue and contribution margin targets through structured sales and negotiation strategies., • Manage the full lifecycle of assigned products: strategy, positioning, introduction, pricing, and performance tracking., • Conduct market and competitor research to identify trends, customer requirements, and areas for innovation., • Collaborate with Sales, Engineering, Operations, and Marketing to launch new products and improve existing offerings., • Provide product training and technical support to account managers, engineering and operation teams., • Implement product enhancements and commercial strategies to maximize utilization, profitability, and market fit., • Oversee product-related or business development projects from concept through rollout., • Ensure alignment between engineering, sales, operations, logistics, and senior management for successful execution., • Support prequalification documentation, approvals, permits, testing protocols, and certifications relevant to the U.S. market., • Serve as the main point of contact for key projects requiring product expertise and cross-functional coordination., • Share best practices, workflows, and product knowledge across branches and teams., • Support recruitment, onboarding, and development of professionals involved in product-relevant areas., • Collaborate with Marketing to drive product marketing initiatives, campaigns, and customer education programs., • Foster a strong internal network to enhance execution efficiency and market responsiveness.Qualifications, • Bachelor’s degree in Engineering (Civil, Mechanical, Construction) or a related technical field; equivalent experience also considered., • Proven experience in product management, business development, or sales in the formwork and scaffolding industry within the U.S., • Strong understanding of scaffolding systems (e.g., Ringlock), formwork and shoring, and industry codes., • Demonstrated ability to build strategic relationships and influence key stakeholders., • Excellent communication, presentation, and negotiation skills., • Strong strategic thinking with the ability to convert technical solutions into commercial value., • Ability to analyze market trends, define targets, and develop actionable plans., • Proficiency in CRM systems, Microsoft Office, and digital sales tools., • Willingness to travel extensively within the United States (up to 50–60%). Additional Information In accordance with applicable state and local pay transparency laws, Doka USA Ltd. is committed to providing a clear and equitable compensation structure. The salary for this position is budgeted between $100,000 - $150,000 USD, which is based on a variety of factors, including but not limited to, the candidate’s experience, qualifications, skills, and geographic location. This range represents the base pay for the position and does not include potential bonuses, commissions, benefits, or other forms of compensation. Final compensation will be determined at the time of offer and in accordance with internal equity and market data. Doka offers terrific career opportunities, competitive compensation, comprehensive benefits including medical, dental, vision, Flexible Spending Account, company paid life insurance, supplemental voluntary term life insurance, 401k retirement plan (Roth and Non-Roth), short-term disability, AFLAC policies, paid time off (sick/personal, vacation, floating holiday and company paid holidays) and an exciting opportunity to join as a member of Doka's team. If working with some of the most impressive construction projects in the US and joining an industry leader excites you, please submit your resume by clicking below. Visit us online at for additional information on Doka USA, Ltd. Doka USA, Ltd. is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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. If you are interested and have a strong competitive drive, positive attitude, a desire to learn and grow from your experiences, then this is your opportunity to make an immediate difference. Please submit your resume and apply now. External candidates must be authorized to work for any employer in the USA.

Job Description We are seeking a dynamic and experienced Senior Commercial Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of commercial insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 5+ Years of experience preferred in commercial insurance, • Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively

Job Description Location: New Jersey, New York, Pennsylvania (Prefer candidate lives within 50 miles of Carlstadt, NJ) Position Overview: We are seeking a dynamic and driven Outside Sales Account Manager to manage and grow our business across New Jersey, New York, and Pennsylvania. This role will focus on maintaining an existing book of business while identifying and executing opportunities for growth. The ideal candidate will have a minimum of 12 months experience in outside sales and a working knowledge of the Moving & Storage industry. The role is remote, with in-person customer visits and regional travel. We are looking for someone with experience in Moving & Storage, Transportation, Logistics, Equipment, Supply Chain, Freight and Shipping, Warehousing and Distribution Sales Key Responsibilities: • Manage and grow an inherited portfolio of clients within the Moving & Storage industry., • Establish, maintain, and nurture strong relationships with existing & new customers., • Identify new business opportunities and expand market presence within the assigned region., • Handle pricing negotiations, order entry, and inventory management to meet customer needs., • Optimize delivery routes to ensure efficiency and timeliness of service., • Regularly update and report to the Senior VP of Sales on business performance and sales strategies., • Collaborate with cross-functional teams to resolve customer inquiries and improve service. Qualifications: • Minimum of 12 months outside sales experience, preferably in the Moving & Storage industry., • Knowledge of inventory management and pricing strategies., • Excellent communication and relationship-building skills., • Proven ability to manage multiple accounts and meet sales targets., • Ability to work independently and stay self-motivated in a remote work environment., • Strong organizational skills with attention to detail., • Ability to travel regionally, with a valid driver's license. Benefits: • Competitive salary with opportunity to earn commission based on performance., • Work-from-home setup, including a company-provided cell phone and laptop., • Car allowance and reimbursement for travel expenses., • Opportunities for professional growth within a fast-paced, dynamic industry. Related Industries: Moving & Storage, Transportation, Logistics, Equipment, Supply Chain, Freight and Shipping, Warehousing and Distribution Sales

Job Description About Tonix* Tonix is a fully integrated biotechnology company, publicly traded on NASDAQ (ticker: TNXP), with marketed products and a pipeline of development candidates The Company is focused on commercializing, developing, discovering, and licensing therapeutics to treat and prevent human disease. In August 2025, Tonix received FDA approval for Tonmya™ (cyclobenzaprine HCl sublingual tablets), a first-in-class, once-daily, non-opioid treatment for fibromyalgia. Tonmya is the first new fibromyalgia therapy approved in over 15 years, following successful Phase 3 trials demonstrating significant symptom improvement. Commercial launch is expected in the fourth quarter of 2025. Tonix also markets Zembrace® SymTouch® (sumatriptan injection) 3 mg and Tosymra® (sumatriptan nasal spray) 10 mg, both indicated for the treatment of acute migraine with or without aura in adults. Tonix’s development portfolio includes product candidates in central nervous system (CNS), immunology, immuno-oncology infectious disease and rare disease. The CNS pipeline features both small molecules and biologics to treat pain, neurologic, psychiatric, and addiction conditions. The immunology portfolio includes biologics to address organ transplant rejection, autoimmunity, and cancer. The infectious disease pipeline includes a vaccine in development to prevent smallpox and monkeypox, which also serves as a live virus vaccine platform for other infectious diseases. Finally, the rare disease portfolio includes a product in development for Prader-Willi syndrome, which has both orphan drug designation and rare pediatric disease designation grants from the FDA. Tonix owns and operates a state-of-the art infectious disease research facility in Frederick, Md. Please visit for specifics on the pipeline. *All of Tonix’s product candidates are investigational new drugs or biologics and have not been approved for any indication. About the Role The Manager, Government Affairs plays a critical role in shaping and advancing the organization's public policy objectives by engaging with government officials, regulatory agencies, and key stakeholders. This position is responsible for monitoring legislative and regulatory developments, analyzing their potential impact, and developing strategic responses to influence policy outcomes favorably. The role requires building and maintaining strong relationships with policymakers and industry groups to advocate effectively on behalf of the organization. The Manager will lead efforts to communicate the organization's positions clearly and persuasively, ensuring alignment with overall business goals. Ultimately, this role drives the organization's ability to navigate complex political environments and secure a competitive advantage through proactive government engagement. Essential Duties • Monitor and analyze federal, state, and local legislative and regulatory activities relevant to the organization's interests., • Develop and implement government affairs strategies that support the organization's business objectives and compliance requirements., • Build and maintain relationships with elected officials, government agencies, industry associations, and other stakeholders., • Prepare briefing materials, position papers, and testimony to effectively communicate the organization's policy positions., • Coordinate with internal teams to align government affairs initiatives with corporate strategy and operational priorities., • Represent the organization at public hearings, industry forums, and coalition meetings to advocate for favorable policy outcomes., • Proficiency with Quality system applications (e.g., eDMS, QMS), • Dedicated team player who is able to withstand the high demands of a fast-paced environment., • Results driven, problem solver, and collaborator Excellent written and verbal communication skills, • Excellent planning and time management skills and the ability to handle several tasks simultaneously., • Comfortable working independently with minimal supervision, • Ability for travel up to 20% of the time, • Must be able to provide clear direction while motivating teams., • At least 5 years of experience in government affairs, public policy, or legislative advocacy., • Master’s degree in Public Administration, Public Policy, Law, or related discipline., • Experience working within or closely with the private sector in a regulated industry., • Familiarity with lobbying compliance and ethics regulations., • Established network of contacts within government agencies and legislative bodies. Tonix does not accept agency resumes unless contacted directly by internal Tonix Talent Acquisition. Please do not forward resumes to Tonix employees or any other company location; Tonix is not responsible for any fees related to unsolicited resumes. Compensation & Benefits Annualized base salary ranges from $100,000 to $150,000 plus target incentive; actual salaries will vary and may be above or below this range commensurate with several factors including experience, education, training, location, and merit. Tonix provides a comprehensive compensation and benefits package which includes: • Medical, Dental & Vision Insurance, Basic and Voluntary Life and AD&D Insurance, Short- and Long-Term Disability Insurance, Flexible Spending Accounts, Health Savings Account, and Employee Assistance Programs, • Pet Insurance, • Retirement Savings 401k with company match and annual discretionary stock options, • Generous Paid Time Off, Sick Time, & Paid Holidays

Job Description Summary: The Site Development Manager plays a critical role in the end-to-end development of new cellular tower site locations across the Eastern United States. Based in our New Jersey office, you will oversee the full project lifecycle—from permitting and zoning to tower construction and carrier integration—remotely managing activities and teams across various locations to ensure the successful delivery of multiple concurrent projects. Essential Functions: • Oversee and coordinate all aspects of site development for wireless tower projects, including permitting, zoning, construction, and equipment integration., • Remotely manage vendors, contractors, and professionals across multiple disciplines to ensure timely and cost-effective project completion., • Maintain positive working relationships with host property owners throughout the installation process., • Act as the primary liaison with wireless Carrier clients to ensure compliance with project timelines, technical specifications, and customer expectations., • Support and collaborate with internal departments, including engineering, logistics, and technical teams., • Manage up to 50 separate projects per year, ensuring each is delivered on time and within budget., • Resolve contractual, resource, and scheduling issues as needed to meet project goals., • Provide regular status updates and reports to senior leadership on project performance and risk management., • Perform additional duties as assigned. Required skills and qualifications: • Proven experience in wireless tower development and project management, particularly with raw land site builds., • Solid understanding of tower construction, permitting, zoning processes, and equipment installation., • Strong organizational skills with a demonstrated ability to manage multiple concurrent projects remotely., • Excellent leadership and interpersonal skills, capable of managing multidisciplinary teams and contractors., • Proficiency in Microsoft Office applications, especially Excel and project management tools., • Demonstrated ability to maintain client satisfaction and deliver projects on schedule and within budget., • Excellent written and verbal communication skills., • Ability to travel within designated region roughly 30% of the time by car or commercial airline. Preferred skills and qualifications: • Prior experience working with a wireless tower developer or tower owner/operator., • Background in engineering or construction management., • Field construction experience is a strong advantage., • Familiarity with wireless carrier requirements and integration procedures. What We Offer: Targeted Salary Range: $90,000-$120,000 This compensation range is specific to the job level and takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to: education, experience, licensure, certifications, geographic location, and internal equity. This range has been created in good faith based on information known to Diamond at the time of posting. Compensation decisions are dependent on the circumstances of each case. Diamond also provides a comprehensive compensation and benefits package which includes: • Comprehensive health benefits (Medical/Dental/Vision), • Retirement Plans with Company match, • Vacation Days, • Personal Days, • Floating Holidays, • Paid Holidays, • Life Insurance, • Disability Insurance & More! Location: • Diamond's office is in Springfield, NJ, approximately 17 miles west of New York City. The office is conveniently located close to I-78 and NJ-24. Work Environment: • Traditional office work environment when not traveling., • Moderate travel required (20-40%) by car or commercial airline., • Hybrid schedule: Four days in-office Diamond Communications is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

Job Description Job Title: Receptionist / Customer Service Representative Department: Insurance & Travel Reports To: Manager PRIMARY PURPOSE General office work, answering telephones, computer data entry, and customer service. DUTIES AND RESPONSIBILITIES Accounts Payable (40%) 1. Assists the Accounting Manager in performing all Accounts Payable functions. Such duties include, but are not limited to: • Opening and/or sorting finance mail, • Creating and sending invoices, • Receiving and Distributing payments 2. Input Accounts Payable data into the accounting system after all approvals have been made., 3. Assists in running checks as directed by the Account Manager. • Works with Senior Account Manager to ensure that key bills are paid on time., • Ensures that no penalties accrue for late payments. 4. Gets checks signed. Prepares material for mailing, ensuring that appropriate copies are maintained and filed, according to departmental guidelines. Receptionist and General Administration (40%) 1. Handles reception duties including telephone answering, distributing leads and other related duties., 2. Works with Senior Account Manager in handling general administrative duties, including, but not limited to: • Managing supply inventory and doing ordering, • Filing, • Copying, • Providing shipping room back-up, as needed, • Other related duties, • Provides department workflow support, • Translations and assistance with other agency services provided 3. Other office duties, as required, including but not limited to : typing, filing, making reservations, and making telephone calls. Travel Planning and Sales (20%) 1. Handles quoting and sales of travel related products, including flight, hotel, and car rental services. EDUCATION and/or EXPERIENCE Qualifications and Requirements: · Education: High school degree. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from clients and customers. BILINGUAL ENGLISH & PORTUGUESE MATHEMATICAL SKILLS Ability to apply concepts of addition, subtraction, fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly seated and required to talk and hear. The employee is occasionally required to stand, walk, and use their hands. The employee must be able to lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee working in an office setting. The noise level in the work environment is usually moderate. SPECIFIC REQUIREMENTS Skills: • Word processing software, • Accounting (payables, receivables, general ledger, billing) software, • Spreadsheet software, • Ability to use the Internet and e-mail, • Accounting terms, principles, and processes Company DescriptionEstablished in 1986 Costa Do Sol Travel Agency is a family owned and operated business. Our small office setting makes working here inviting while our 39+ years in the industry has allowed us to gain a firm understanding of the travel industry. Come earn money while helping people discover the world!Established in 1986 Costa Do Sol Travel Agency is a family owned and operated business. Our small office setting makes working here inviting while our 39+ years in the industry has allowed us to gain a firm understanding of the travel industry. Come earn money while helping people discover the world!

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1