Software sales jobs in Fort Worth, TX - Page 4Create job alerts

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance JOB RESPONSIBILITIES & ACCOUNTABILITIES INCLUDE BUT ARE NOT LIMITED TO: • Prepare quotes for salesperson review and presentation to the customer., • Identify scope gaps and clarify plans and specifications with the salesperson., • Document the scope of work and layouts to allow others to follow behind you., • Review and understand all specifications, scopes of work, and material selections., • Consult with vendors, salespeople, or supervisors to discuss and formulate estimates and resolve issues., • Assist in any customer selection changes from start to finish., • Add work order instructions for installation crews and Superintendents., • Perform other job duties as assigned by the Sales Manager., • Maintain detailed notes and use systems to ensure seamless communication through the quote, sales, and installation of projects., • Interact regularly with other departments on change orders, collections, pricing, and other related items., • Ability to problem solve and present options., • Assist Outside Sales in meeting both monthly and annual sales goals.REQUIREMENTS, SKILLS, EXPERIENCE, EDUCATIONAL BACKGROUND, • Excellent work ethic. Willing to do whatever it takes to get the job done, including demonstrating flexible work hours as demands and deadlines require., • Coachability is necessary., • Work in a manner that demonstrates care and concern for company profitability while focusing on meeting/exceeding customer requirements and expectations., • Ability to multitask and transition between projects simultaneously to meet multiple customer demands., • The ability to work independently and follow directives from supervisors., • The ability to communicate effectively and fluently with customers, vendors, and co-workers., • The ability to utilize various resources to enhance effectiveness & efficiency., • Construction Industry knowledge or previous employment is strongly encouraged., • Is punctual, has an exemplary attendance record & takes responsibility for their actions., • Ability to move freely in design presentations with customers displaying products. This may require bending and lifting (up to 40 lbs.).THE BENEFITS PACKAGE INCLUDES:, • PTO, • Holidays, • Health, Dental, and Vision Coverage, • 401K/Company Match, • Team Building ActivitiesJob Type: Full-time

Job Description Title: Administrative Assistant Sub Title: Administrative Assistant Operations Apprenticeship • Job Details, • Positions: Administrative Assistant, • Location: Fort Worth, TX, • Time: Full Time with expected 40+ hours per week, • Pay: $20-$30 per hour plus bonus, • Hours: Monday Through Thursday 8:00am to 5pm, Friday 8am to 4pm, • Benefits: Medical, Dental, Vision, Disability, Life, 401k with match, • Dress Code: Business Professional The Operations Apprenticeship position requires attention to detail and strong customer service skills. The ideal candidate can balance speed with accuracy and being a professional multi-tasker. We are looking for somebody that will take direction, but also work independently, problem solve and take ownership of projects. Our work environment is steadily paced, relaxed, and enjoyable. Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you! Job Duties and Responsibilities • Custodian, • Prepare and process all paperwork, including account opening, transfer of assets, and account changes, • Process all service requests for existing accounts, • Process client distribution and contribution requests, • Troubleshoot account issues, proactively working with custodians, third party providers and clients, • Process closing accounts, • Track and monitor account requests in process, • Maintain client online portals with custodian, • Operations, • Serve as contact between SWMG, clients, custodians, and third-party providers., • Perform weekly service meeting preparation paperwork, • Process post meeting activities, • Process check deposits, • Manage Client Relationship Management (CRM) software, • Process 401k rollovers, • Process Roth IRA conversions, • Process Required Minimum Distributions, • Prepare new client folders, • Tracking of New Assets Under Management (NAUM) and New Clients, • Track assigned business metrics and reporting, • Assist in new employee hiring and training, • Write and update policies and procedures, • Perform research on various topics, • Prepare for weekly meeting with manager, • Administrative Activities, • Answer phones, • Process in and outbound mail, • Document scanning, • Meeting scheduling, • Trading Activities, • Enroll, trade, and reallocate investment accounts as recommended, • Prepare investment proposals, • Insurance Activities, • Prepare and request new insurance quotes, • Processing insurance applications, • Guide clients through underwriting process, • Advisors, • Provide assistance to advisors where needed, • Manage advisor licensing and registration, • Manage new advisor training schedule, • Events, • Assist in preparation, • Client and marketing events attendance and assistance, • Minimum of 5+ years of administrative experience, • Bachelors' degree preferred but not required, • Detailed oriented, • Exceptional customer service skills, • Excellent written and verbal communication skills, • Highly motivated individual who works well both independently and, on a team, • Experience in the financial services field is a plus, • Demonstrable record of consistent adherence to the highest ethical standards of professional conduct, • Redtail, • VeoOne, • Adhesion, • eMoney, • Riskalyze, • Microsoft office (Excel, Word, PowerPoint, Teams), • Google Suite (Docs, Sheets, Forms), • RoboForm, • Guru, • Precise FP Mission Statement: • Grow revenue by 30-50% per year, • Grow sales force by 50% per year, • Expand offering to new verticals each year, • Provide advanced planning strategies to high net worth clients Company Values: To Learn more about our company values, go to Why Strittmatter Brochure: To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/ Why Join Us? • Competitive salary with performance-based bonuses., • Comprehensive benefits package, including medical, dental, vision, disability, and life insurance., • 401(k) with company match to support your financial future. Job Posted by ApplicantPro

Job DescriptionDescription: PRIMARY FUNCTION Process customer invoices in client specified software programs. Communicate with sales teams and customer service representatives as needed to resolve problems efficiently and maintain a positive relationship. Resolve issues that could delay payments from the client. Maintain productivity standards for volume of invoices processed. PRINCIPLE DUTIES AND RESPONSIBILITIES 1. Apply client payments accurately and timely to accounts via the cash application system., 2. Ensure invoicing is processed in an accurate, compliant, and timely manner a. Input and upload data from job costing system (e-manage and QuickBooks) b. Verify accuracy and completeness in both operating systems c. Issue weekly invoices to clients d. Collaborate with Account Managers to ensure each account is paid on time and in full e. Backup for Dealership billing 3. Process customer invoices in Ariba or other external portals. Resolve discrepancies with team members in other departments. Resolve problem areas to prevent future discrepancies., 4. Collections – email and phone reminders about outstanding invoices., 5. Update clients contact information and payment terms in accounting systems., 6. Back-up other accounting department team members, and accept other duties as assigned by the Controller or CFO., 7. Provide support and service to both internal and external customers in a professional, customer service-oriented manner., 8. Participate in quality/continuous improvement activities within your individual job function, the accounting department and the company., 9. Review of account codes on internal orders and resolve with team members (line sales code review)., 10. While this job description accurately represents the current primary duties of the role, functions may be adapted as necessary to meet business need. CORE STRENGTHS/ATTRIBUTES • Communicates/Collaborates Effectively: Strong verbal and written communication and presentation skills. Ability to tailor message across a variety of audiences. Strong interpersonal skills; develops and maintains positive relationships internally and externally. Strong team player., • Strategizes and Problem Solves: Problem solving orientation; critical thinking skills; understands how their work relates to the whole; generates new ideas that add value; ability to seek out appropriate information to make effective decisions., • Execution Management: Works quickly to get things done; uses resources effectively; detail oriented and high level of accuracy. Owns execution of tasks and demonstrates excellent follow through. Drives for Results and fosters a sense of urgency., • INTERNAL: Interacts with sales teams & project coordinators to resolve issues with vendor invoices, and other exception transactions as they occur., • EXTERNAL: Interacts with vendor contacts to resolve issues relating to delivery of product, cash discounts, early payments, short-payments, or statements. Requirements: MINIMUM JOB REQUIREMENTS • Associates degree in accounting or related field or equivalent experience, • Strong attention to details to ensure accuracy and completeness of billing activities, • Knowledge of accounting principles and practices, • Intermediate-level Excel skills, • Strong business acumen and results driven, • Able to work under pressure and to meet deadlines safety rules and procedures to prevent workplace injuries. All employees are expected to cooperate in every aspect of the company’s safety program and follow safe work practices. Turnkey Project Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. In addition to federal law requirements, Turnkey Project Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.