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Copy of Director, Sales Operations
Cobalt Benefits Group LLC Decatur, Georgia
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI4adb6642ab14-1120
04/19/2026
Full time
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI4adb6642ab14-1120
Director of Fundraising Data and Systems
Metropolitan Ministries, Inc. Tampa, Florida
Description: About Us: If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. Since 1972, Metropolitan Ministries has been providing life-changing solutions for those who are homeless and at risk of becoming homeless in Tampa Bay. We are a grassroots, donor, and volunteer-fueled community nonprofit. At Metropolitan Ministries, we serve families in Hillsborough, Pinellas, Pasco, Polk and Hernando counties with compassion, practical help, and a willingness to make a huge difference. What we offer: Salary: $75,000 - $80,000 Group health, vision, and dental coverage at affordable rates, along with family coverage if you choose to purchase it. Preventative care is 100% covered (free) on all plans. PTO is offered to full-time and part-time employees. 11 days of PTO and 10 paid holidays annually. Option to participate in the 401K plan with employer match. $15,000 in employee Life Insurance paid for by Metropolitan Ministries. Employee Assistance Program Option to participate in supplemental group insurance plans at affordable rates. Tuition reimbursement program Training and career development. Discounted membership at the YMCA. Job Functions: The Director of Fundraising Data & Systems helps build the pipeline of donors to Metropolitan Ministries by maintaining and overseeing the accuracy and integrity of our donor database and supplementary products and solutions. Primary responsibilities include oversight of tracking and reporting of donor information and gifts, ensuring compliance with data policies, procedures, and business rules, and supporting fundraising efforts by providing data-driven insights for donor communications and fundraising. Essential Responsibilities: DATA QUALITY MANAGEMENT Complete donor database management and cleanup tasks within Virtuous CRM+, including managing custom fundraising tables and fields, implementing and maintaining data quality standards, upholding strong focus with database users on data cleanliness responsibilities, actively performing duplicate record management tasks, and establishing /maintaining automations to uphold existing and new business rules. Establish and enforce data entry rules with clear, written policies on formatting and standardizations, develop and maintain training materials and procedure documentation for database usage, perform regular data audits, troubleshoot data issues for accuracy and consistency, run data health reports, and conduct data enrichment tasks to update information. DONOR INITIATIVES, DATA REQUESTS/SEGMENTS, AND REPORTING Collaborate with marketing and fundraising leaders and partners to support donor data segmentation for targeted fundraising campaigns, personalized communications, donor recognition, and event invitations and registration. Provide data support for donor initiatives, such as planned gift/Legacy donor, fundraising events, major donor, and other initiatives, through record research, updates, automations, reporting, and analysis using queries and reporting tools in Virtuous CRM+ donor database (includes updating volunteer, employee, and other tags for cross-engagement donor initiatives tracking); build/complete approved data report/automation requests. Oversee and audit all direct mail data selects for accuracy and adherence to approved business rules and in accordance with the approved annual pro forma schedule provided by the direct mail strategy partner; provide donor analysis and troubleshoot issues; promptly build/communicate data select, codes, business rules, and other updates; create/maintain published procedure documentation for data management, requests, and reporting processes. Identify, build, validate, distribute/automate, and maintain various reports for fundraising, stewardship, and compliance purposes, including gift summaries, donor lists, and performance metrics, along with donor/volunteer engagement analytics on a weekly, monthly, quarterly, and annual basis meeting department and organization needs and deadlines. INSIGHT, TRAINING, DOCUMENTATION, AND USER SUPPORT Identify, share, and present data-driven insights to support fundraising strategies, analyze donor behavior, and identify potential fundraising opportunities and training opportunities to Donor Services, Advancement, Marketing, and other teams relevant to Virtuous CRM+ donor database and database procedures, supplementary products, and general non-profit best practices for data management. Direct users to current documentation and advise of donation processing, data cleanup, business rules, and other data management procedures. Serve as lead technical and training support for donor database and supplemental products, maintain focus on process improvements, innovative solutions, include best practices for advancing AI tech, and growth and stability within overall marketing/fundraising and philanthropy/development teams; support user roles/permissions updates and guidance within donor database for new donation processing, marketing/fundraising, and philanthropy/development staff (IT creates/sets up new user SSO accounts and promptly disables users no longer requiring access). CULTURE AND ETHICS: Demonstrate a passion for the mission, vision, and guiding values of Metropolitan Ministries. Work in a cooperative manner with staff, volunteers/interns, and collaborative partners to achieve data management and organizational goals. Provide full disclosure to prospective/existing donors in all communications to ensure their informed decisions in response to appeals for their support. Adhere to industry, organizational, and donor policies and restrictions such as code of ethics, confidentiality, gift acceptance policies, restricted gifts, government regulations, etc. Clarify, monitor, and implement the donor instructions by ensuring that expenditures are appropriate and documented properly in the organization's financial records when applicable. Meet personal goals, actively contribute to the achievements of the team, support departmental KPIs, and work cross-functionally and collaboratively; support organizational goals as stated in the annual plan. Support the holiday center operation as directed. INDUSTRY KNOWLEDGE: Continually expand personal nonprofit fundraising knowledge by staying abreast of national, state, local trends, and laws for fundraising in general and related to enhancing performance and effectiveness in database administration, data management, fundraising, and non-profit management. Participate in regular Cross-functional team, Direct Report team, and All Staff meetings. Requirements: Education and Experience: Significant experience in data management and tracking in a customer service, marketing, and/or fundraising environment. Desired minimum B.A. or B.S. degree in a related field with 2 years of related experience or a 4-year equivalent combination of education and experience. Attention to detail is required for Essential Responsibilities outlined. Skills Requirements: Excellent written and oral communication skills. Must be able to communicate effectively in English. Ability to plan and organize work and handle job-related matters in a professional manner. Critical thinker and problem-solving and good time management skills are necessary. Must be able to work well under pressure and meet deadlines. Must be able to demonstrate advanced computer skills and problem-solving ability with software. Must be proficient with querying and reporting. Demonstrated proficiency with Virtuous CRM+ database required. Web-based research tools and Microsoft Office products knowledge required, including Excel and Outlook. Must be able to work independently and as a team player. Solutions-focused and customer service mindset is necessary. Requires heart for ministry and comfort working with poor and homeless families and individuals. Requires understanding of poverty, a high degree of maturity, strong inter-personal skills, and the ability to work with low socio-economic and diverse populations facing crisis situations in a professional and diplomatic manner. Knowledge of community resources available to homeless population. Must demonstrate maturity and sensitivity to issues of faith, culture, and other sources of diversity. Ability to work as part of a team within a multi-disciplinary framework. Physical Requirements: Physical, emotional, and spiritual stamina to handle job-related issues and stress. Must be able to operate all components of a computer for several hours at a time. Other: Must pass applicable pre-employment screening and demonstrate legal authorization to work in the United States. Ability to accommodate a flexible work schedule, including evenings and weekends, and particularly, but not limited to holiday months (October-December). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving individuals throughout our local communities. People of color, women, LGBTQIA+, Veterans and persons with disabilities are encouraged to apply click apply for full job details
04/19/2026
Full time
Description: About Us: If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. Since 1972, Metropolitan Ministries has been providing life-changing solutions for those who are homeless and at risk of becoming homeless in Tampa Bay. We are a grassroots, donor, and volunteer-fueled community nonprofit. At Metropolitan Ministries, we serve families in Hillsborough, Pinellas, Pasco, Polk and Hernando counties with compassion, practical help, and a willingness to make a huge difference. What we offer: Salary: $75,000 - $80,000 Group health, vision, and dental coverage at affordable rates, along with family coverage if you choose to purchase it. Preventative care is 100% covered (free) on all plans. PTO is offered to full-time and part-time employees. 11 days of PTO and 10 paid holidays annually. Option to participate in the 401K plan with employer match. $15,000 in employee Life Insurance paid for by Metropolitan Ministries. Employee Assistance Program Option to participate in supplemental group insurance plans at affordable rates. Tuition reimbursement program Training and career development. Discounted membership at the YMCA. Job Functions: The Director of Fundraising Data & Systems helps build the pipeline of donors to Metropolitan Ministries by maintaining and overseeing the accuracy and integrity of our donor database and supplementary products and solutions. Primary responsibilities include oversight of tracking and reporting of donor information and gifts, ensuring compliance with data policies, procedures, and business rules, and supporting fundraising efforts by providing data-driven insights for donor communications and fundraising. Essential Responsibilities: DATA QUALITY MANAGEMENT Complete donor database management and cleanup tasks within Virtuous CRM+, including managing custom fundraising tables and fields, implementing and maintaining data quality standards, upholding strong focus with database users on data cleanliness responsibilities, actively performing duplicate record management tasks, and establishing /maintaining automations to uphold existing and new business rules. Establish and enforce data entry rules with clear, written policies on formatting and standardizations, develop and maintain training materials and procedure documentation for database usage, perform regular data audits, troubleshoot data issues for accuracy and consistency, run data health reports, and conduct data enrichment tasks to update information. DONOR INITIATIVES, DATA REQUESTS/SEGMENTS, AND REPORTING Collaborate with marketing and fundraising leaders and partners to support donor data segmentation for targeted fundraising campaigns, personalized communications, donor recognition, and event invitations and registration. Provide data support for donor initiatives, such as planned gift/Legacy donor, fundraising events, major donor, and other initiatives, through record research, updates, automations, reporting, and analysis using queries and reporting tools in Virtuous CRM+ donor database (includes updating volunteer, employee, and other tags for cross-engagement donor initiatives tracking); build/complete approved data report/automation requests. Oversee and audit all direct mail data selects for accuracy and adherence to approved business rules and in accordance with the approved annual pro forma schedule provided by the direct mail strategy partner; provide donor analysis and troubleshoot issues; promptly build/communicate data select, codes, business rules, and other updates; create/maintain published procedure documentation for data management, requests, and reporting processes. Identify, build, validate, distribute/automate, and maintain various reports for fundraising, stewardship, and compliance purposes, including gift summaries, donor lists, and performance metrics, along with donor/volunteer engagement analytics on a weekly, monthly, quarterly, and annual basis meeting department and organization needs and deadlines. INSIGHT, TRAINING, DOCUMENTATION, AND USER SUPPORT Identify, share, and present data-driven insights to support fundraising strategies, analyze donor behavior, and identify potential fundraising opportunities and training opportunities to Donor Services, Advancement, Marketing, and other teams relevant to Virtuous CRM+ donor database and database procedures, supplementary products, and general non-profit best practices for data management. Direct users to current documentation and advise of donation processing, data cleanup, business rules, and other data management procedures. Serve as lead technical and training support for donor database and supplemental products, maintain focus on process improvements, innovative solutions, include best practices for advancing AI tech, and growth and stability within overall marketing/fundraising and philanthropy/development teams; support user roles/permissions updates and guidance within donor database for new donation processing, marketing/fundraising, and philanthropy/development staff (IT creates/sets up new user SSO accounts and promptly disables users no longer requiring access). CULTURE AND ETHICS: Demonstrate a passion for the mission, vision, and guiding values of Metropolitan Ministries. Work in a cooperative manner with staff, volunteers/interns, and collaborative partners to achieve data management and organizational goals. Provide full disclosure to prospective/existing donors in all communications to ensure their informed decisions in response to appeals for their support. Adhere to industry, organizational, and donor policies and restrictions such as code of ethics, confidentiality, gift acceptance policies, restricted gifts, government regulations, etc. Clarify, monitor, and implement the donor instructions by ensuring that expenditures are appropriate and documented properly in the organization's financial records when applicable. Meet personal goals, actively contribute to the achievements of the team, support departmental KPIs, and work cross-functionally and collaboratively; support organizational goals as stated in the annual plan. Support the holiday center operation as directed. INDUSTRY KNOWLEDGE: Continually expand personal nonprofit fundraising knowledge by staying abreast of national, state, local trends, and laws for fundraising in general and related to enhancing performance and effectiveness in database administration, data management, fundraising, and non-profit management. Participate in regular Cross-functional team, Direct Report team, and All Staff meetings. Requirements: Education and Experience: Significant experience in data management and tracking in a customer service, marketing, and/or fundraising environment. Desired minimum B.A. or B.S. degree in a related field with 2 years of related experience or a 4-year equivalent combination of education and experience. Attention to detail is required for Essential Responsibilities outlined. Skills Requirements: Excellent written and oral communication skills. Must be able to communicate effectively in English. Ability to plan and organize work and handle job-related matters in a professional manner. Critical thinker and problem-solving and good time management skills are necessary. Must be able to work well under pressure and meet deadlines. Must be able to demonstrate advanced computer skills and problem-solving ability with software. Must be proficient with querying and reporting. Demonstrated proficiency with Virtuous CRM+ database required. Web-based research tools and Microsoft Office products knowledge required, including Excel and Outlook. Must be able to work independently and as a team player. Solutions-focused and customer service mindset is necessary. Requires heart for ministry and comfort working with poor and homeless families and individuals. Requires understanding of poverty, a high degree of maturity, strong inter-personal skills, and the ability to work with low socio-economic and diverse populations facing crisis situations in a professional and diplomatic manner. Knowledge of community resources available to homeless population. Must demonstrate maturity and sensitivity to issues of faith, culture, and other sources of diversity. Ability to work as part of a team within a multi-disciplinary framework. Physical Requirements: Physical, emotional, and spiritual stamina to handle job-related issues and stress. Must be able to operate all components of a computer for several hours at a time. Other: Must pass applicable pre-employment screening and demonstrate legal authorization to work in the United States. Ability to accommodate a flexible work schedule, including evenings and weekends, and particularly, but not limited to holiday months (October-December). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving individuals throughout our local communities. People of color, women, LGBTQIA+, Veterans and persons with disabilities are encouraged to apply click apply for full job details
Copy of Director, Sales Operations
Cobalt Benefits Group LLC Atlanta, Georgia
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI4adb6642ab14-1120
04/19/2026
Full time
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI4adb6642ab14-1120
Director, Sales Operations
Cobalt Benefits Group LLC Boston, Massachusetts
Description: Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Requirements: Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Equal Opportunity Employer, including disability/protected veterans Compensation details: 95000-115 Yearly Salary PI9745b76c311a-1077
04/18/2026
Full time
Description: Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Requirements: Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Equal Opportunity Employer, including disability/protected veterans Compensation details: 95000-115 Yearly Salary PI9745b76c311a-1077
Client Retention Manager
Wesley Group Franklin, Tennessee
About the Role Are you a natural leader who thrives on turning challenges into opportunities? As our Client Retention Manager , you'll be at the heart of what keeps our business growing - our clients. You'll lead the strategic vision and day-to-day excellence of our Client Retention department, building and empowering a team that's passionate about reducing churn and delivering an outstanding client experience. This isn't just about putting out fires (though you'll be the go-to for the toughest escalations). It's about leading with empathy, digging into the data, optimizing processes, and creating a high-performance culture where your team - and our clients - can thrive. You'll partner closely with the Director of Client Support to ensure retention strategies are fully aligned with company goals, and you'll have the autonomy to make a real impact. Responsibilities Drive data-informed strategy by analyzing department-wide Salesforce data and KPIs to uncover trends, forecast retention rates, and deliver actionable insights to leadership. Build the playbook - develop and continuously refine processes, de-escalation protocols, and financial negotiation guidelines that keep the team consistent and operations running smoothly. Tackle the tough cases by problem-solving complex customer situations, including hardship cases, payment arrangements, and enrollment agreement disputes. Break down silos by collaborating with Sales, Resolution, and Client Support to share feedback and address the root causes of client dissatisfaction. Champion innovation by overseeing the rollout of new tools and technologies that streamline the retention process. Grow your team through regular performance reviews and development initiatives that fuel positive growth within the department. Be a client advocate - lead with empathy and serve as an additional escalation point and proactively conduct check-ins to get ahead of potential issues before they escalate. Maintain standards by ensuring all team members stay compliant with company and departmental policies and procedures. Be a proactive problem-solver - identify recurring client pain points and breakdowns by analyzing patterns and trends, and collaborate cross-functionally with the appropriate teams to communicate findings and develop solutions collectively. Stay ready to pitch in - take on additional responsibilities and contribute to special initiatives as they arise. Key Skills & Proficiencies Strong analytical and problem-solving mindset with the ability to identify recurring client challenges, communicate findings effectively, and collaborate with cross-functional teams to develop and implement solutions. Excellent time management and the ability to juggle multiple priorities without missing a beat Exceptional strategic thinking and conflict resolution skills, especially when the pressure is on High emotional intelligence - you can read a room, adapt your communication style on the fly, and build trust quickly Comfortable working independently and collaboratively within a team Strong sense of accountability - both for yourself and in holding others to clear expectations Outstanding written and verbal communication skills A professional, positive attitude Flexibility and adaptability when plans shift Sharp prioritization instincts with the good judgment to delegate when appropriate Keen attention to detail with a results-driven mindset Proficiency with Excel, Google Sheets, G-Suite, and NetSuite Education & Experience 6 months to 1 year of hands-on experience with Salesforce (or another CRM), with the initiative to identify and champion ways to better leverage the platform for the team 3-5 years of professional communications experience in an office setting, including polished written and verbal correspondence with strong grammar, spelling, and sentence construction 3-5 years of experience in a customer success, retention, or dispute-related role 1-2 years of leadership or management experience, ideally in a similar role PIb8494f12eeb9-3269
04/18/2026
Full time
About the Role Are you a natural leader who thrives on turning challenges into opportunities? As our Client Retention Manager , you'll be at the heart of what keeps our business growing - our clients. You'll lead the strategic vision and day-to-day excellence of our Client Retention department, building and empowering a team that's passionate about reducing churn and delivering an outstanding client experience. This isn't just about putting out fires (though you'll be the go-to for the toughest escalations). It's about leading with empathy, digging into the data, optimizing processes, and creating a high-performance culture where your team - and our clients - can thrive. You'll partner closely with the Director of Client Support to ensure retention strategies are fully aligned with company goals, and you'll have the autonomy to make a real impact. Responsibilities Drive data-informed strategy by analyzing department-wide Salesforce data and KPIs to uncover trends, forecast retention rates, and deliver actionable insights to leadership. Build the playbook - develop and continuously refine processes, de-escalation protocols, and financial negotiation guidelines that keep the team consistent and operations running smoothly. Tackle the tough cases by problem-solving complex customer situations, including hardship cases, payment arrangements, and enrollment agreement disputes. Break down silos by collaborating with Sales, Resolution, and Client Support to share feedback and address the root causes of client dissatisfaction. Champion innovation by overseeing the rollout of new tools and technologies that streamline the retention process. Grow your team through regular performance reviews and development initiatives that fuel positive growth within the department. Be a client advocate - lead with empathy and serve as an additional escalation point and proactively conduct check-ins to get ahead of potential issues before they escalate. Maintain standards by ensuring all team members stay compliant with company and departmental policies and procedures. Be a proactive problem-solver - identify recurring client pain points and breakdowns by analyzing patterns and trends, and collaborate cross-functionally with the appropriate teams to communicate findings and develop solutions collectively. Stay ready to pitch in - take on additional responsibilities and contribute to special initiatives as they arise. Key Skills & Proficiencies Strong analytical and problem-solving mindset with the ability to identify recurring client challenges, communicate findings effectively, and collaborate with cross-functional teams to develop and implement solutions. Excellent time management and the ability to juggle multiple priorities without missing a beat Exceptional strategic thinking and conflict resolution skills, especially when the pressure is on High emotional intelligence - you can read a room, adapt your communication style on the fly, and build trust quickly Comfortable working independently and collaboratively within a team Strong sense of accountability - both for yourself and in holding others to clear expectations Outstanding written and verbal communication skills A professional, positive attitude Flexibility and adaptability when plans shift Sharp prioritization instincts with the good judgment to delegate when appropriate Keen attention to detail with a results-driven mindset Proficiency with Excel, Google Sheets, G-Suite, and NetSuite Education & Experience 6 months to 1 year of hands-on experience with Salesforce (or another CRM), with the initiative to identify and champion ways to better leverage the platform for the team 3-5 years of professional communications experience in an office setting, including polished written and verbal correspondence with strong grammar, spelling, and sentence construction 3-5 years of experience in a customer success, retention, or dispute-related role 1-2 years of leadership or management experience, ideally in a similar role PIb8494f12eeb9-3269
Director of Internal Sales
Potomac Bethesda, Maryland
The Opportunity At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen. We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk . Summary The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth. This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort. The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth. Key Responsibilities Sales Leadership & Team Development Recruit, hire, train, and coach internal wholesalers and sales associates Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows Conduct regular one-on-ones, call coaching sessions, and territory reviews Develop clear career paths for internals progressing into external wholesaling roles Foster a competitive, accountable, and team-oriented sales culture Sales Execution & Activity Management Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers Monitor daily call activity, contact quality, CRM usage, and follow-up cadence Drive proactive opportunity identification across existing and prospective advisor relationships Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows Stakeholder & Team Collaboration Ensure tight alignment between internal and external wholesalers for coordinated territory coverage Partner with the National Sales Manager on territory strategy, segmentation, and coverage design Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution Support conference follow-up campaigns and targeted advisor initiatives Cross-Functional Engagement & Scalability Ensure consistent messaging across product positioning, market commentary, and sales campaigns Help develop scalable sales playbooks, training materials, and onboarding frameworks Oversee call campaigns tied to new product launches, model approvals, and platform expansions Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization Qualifications 5-10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership) Prior experience leading or mentoring internal wholesalers strongly preferred Deep understanding of mutual fund, ETF, and SMA distribution channels Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems Demonstrated track record of driving asset growth through disciplined activity management Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms) FINRA Series 7 and 63/65 or 66 required with Series 24 preferred Why Join Us Growing asset manager with an expanding national distribution footprint Entrepreneurial culture with direct access to senior leadership Opportunity to build and shape the internal sales organization Competitive base salary plus incentive compensation Clear path for long-term leadership growth within distribution Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you. If you want to drive, build, and scale, this is your shot. Benefits: Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off The pay range for this role is: 120,000 - 300,000 USD per year(US) PIe8bb4a80af8a-9391
04/18/2026
Full time
The Opportunity At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen. We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk . Summary The Director of Internal Sales is responsible for building, developing, and leading a high-performing internal sales team that supports national distribution across mutual funds, ETFs, and SMAs. This role owns internal sales activity standards, performance metrics, and CRM discipline while ensuring tight alignment between internal and external wholesalers. Success in this role is defined by improved outbound engagement, stronger meeting conversion, and consistent net flow growth. This is a meaningful leadership role within our sales organization, not a maintenance position. The individual in this role will be expected to raise standards, drive disciplined execution, and help shape the next phase of growth across our national distribution effort. The ideal candidate has successfully led internal wholesalers before and understands how daily activity translates into advisor meetings, pipeline development, and measurable asset growth. Key Responsibilities Sales Leadership & Team Development Recruit, hire, train, and coach internal wholesalers and sales associates Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows Conduct regular one-on-ones, call coaching sessions, and territory reviews Develop clear career paths for internals progressing into external wholesaling roles Foster a competitive, accountable, and team-oriented sales culture Sales Execution & Activity Management Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers Monitor daily call activity, contact quality, CRM usage, and follow-up cadence Drive proactive opportunity identification across existing and prospective advisor relationships Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows Stakeholder & Team Collaboration Ensure tight alignment between internal and external wholesalers for coordinated territory coverage Partner with the National Sales Manager on territory strategy, segmentation, and coverage design Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution Support conference follow-up campaigns and targeted advisor initiatives Cross-Functional Engagement & Scalability Ensure consistent messaging across product positioning, market commentary, and sales campaigns Help develop scalable sales playbooks, training materials, and onboarding frameworks Oversee call campaigns tied to new product launches, model approvals, and platform expansions Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization Qualifications 5-10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership) Prior experience leading or mentoring internal wholesalers strongly preferred Deep understanding of mutual fund, ETF, and SMA distribution channels Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems Demonstrated track record of driving asset growth through disciplined activity management Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms) FINRA Series 7 and 63/65 or 66 required with Series 24 preferred Why Join Us Growing asset manager with an expanding national distribution footprint Entrepreneurial culture with direct access to senior leadership Opportunity to build and shape the internal sales organization Competitive base salary plus incentive compensation Clear path for long-term leadership growth within distribution Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you're looking for a slow pace and low volume, this isn't for you. If you want to drive, build, and scale, this is your shot. Benefits: Medical insurance Vision insurance Dental insurance Health savings account option 401(k) & other retirement benefits Paid maternity leave Paid paternity leave Commuter benefits Disability insurance Paid time off The pay range for this role is: 120,000 - 300,000 USD per year(US) PIe8bb4a80af8a-9391
Development Manager
Rafiki Coalition San Francisco, California
Company Description: Rafiki Coalition for Health and Wellness is a San Francisco-based nonprofit dedicated to eliminating health inequities and improving the lives of Black, African American, and marginalized communities in the Bay Area. For over 35 years, we have provided a safe, welcoming space where health, healing, and hope come together. We offer a holistic range of services, including free and low-cost health screenings, HIV prevention and care, mental health counseling, housing and economic support, fitness classes, and nutrition programs. Guided by a belief that wellness is more than the absence of illness, we embrace a whole-person approach that honors the cultural, social, and emotional needs of our community. At Rafiki, we are more than a service provider. We are a trusted partner, advocate, and resource. Our work is rooted in compassion, cultural humility, and a commitment to social justice. Every day, our team stands with our community to dismantle barriers, amplify voices, and create pathways to health and opportunity. If you're looking to join a mission-driven organization where your work directly empowers individuals and strengthens communities, Rafiki Coalition is the place to make a meaningful impact. Job Description: Under the direction of the Director of Development & Communications, the Development Manager helps secure the resources Rafiki Coalition needs to sustain and grow its programs by focusing on foundation grants, corporate giving, and development operations. This role works closely with the Director of Development & Communications (DD&C), Executive Director (ED), and key contractors to build and manage a strong institutional funding pipeline while supporting a small portfolio of major donor relationships. The Development Manager is a hands-on project manager, writer, and relationship-builder who keeps proposals, reports, and sponsorship outreach on track, and who makes sure the ED and DD&C are well prepared for high-value fundraising conversations. Rafiki is entering an exciting period of growth, including a 40th anniversary campaign, a capital campaign for its building, and an expansion of its development team and private philanthropy strategy. The Development Manager will be a key collaborator in establishing a consistent annual fundraising and stewardship program and in shaping the structure and practices of the development team as it grows. RESPONSIBILITES Foundation Grants Maintain an annual foundation fundraising plan and pipeline, including targets, deadlines, and ask amounts in collaboration with DD&C and ED. Coordinate the full grant lifecycle for private and community foundations (concept notes, LOIs, proposals, reports), working closely with the grants contractor, Finance, and program staff. Draft, edit, and package compelling proposals and reports using Rafiki's program data, stories, and budgets; ensure all submissions are complete and on time. Build and steward relationships with program officers and foundation staff through regular updates, calls, site visits, and events, in partnership with DD&C and ED. Keep accurate grant records in the CRM and shared files, including status, deadlines, award amounts, and reporting requirements. Corporate Giving & Sponsorships Develop and maintain a corporate prospect list (e.g., law firms, health sector partners, local businesses) aligned with Rafiki's mission and audience. Create and update sponsorship menus and pitch materials for the annual soiree and other fundraising or visibility events, in partnership with the communications contractor. Coordinate outreach to corporate prospects (emails, calls, meetings), organizing who will make each ask (ED, DD&C, board members, or this role). Track corporate gifts and sponsorships in the CRM; ensure fulfillment of sponsor benefits (tickets, recognition, logos, program mentions, site visits) in collaboration with the event planner and comms/PR contractor. Development Operations & Data Lead maintenance of accurate, up-to-date records for institutional funders and major donor prospects in Rafiki's CRM, including contact information, activities, and next steps, working closely with the Development Assistant on data entry and list generation. Oversee systems for timely acknowledgment letters and emails for grants, sponsorships, and major gifts, ensuring messages reflect Rafiki's voice and values, in collaboration with the Development Assistant who manages day-to-day preparation and mailing. Produce simple, regular reports and dashboards on foundation, corporate, and major-gift revenue for ED, DD&C, and Finance (e.g., pipeline status, year-to-date vs. goals). Partner with Finance to reconcile development records with accounting, ensuring institutional revenue is coded and tracked correctly. Executive Director and Leadership Fundraising Support Prepare briefing materials for ED and DD&C ahead of key donor/funder meetings (background, giving history, current opportunities, recommended ask, suggested roles for each person). Capture and log meeting outcomes and follow-up tasks in the CRM; prompt ED, DD&C, and board members with clear, timely next steps (thank-yous, proposals, additional information). Help organize small, strategic cultivation and stewardship touchpoints for institutional funders and major donors (briefings, tours, site visits, intimate events) in partnership with contractors and program staff. Collaboration & Internal Coordination Work closely with program leaders to understand program goals, outcomes, and stories, and translate them into strong cases for support. Coordinate with the grants contractor, communications/PR contractor, and event planner to align messaging, timelines, and deliverables across campaigns and events. Support DD&C in aligning institutional fundraising with Rafiki's broader development and communications strategy, including major gifts and government contracts. Liaise with program staff and key development consultants to facilitate academic and evaluative components of institutional fundraising. This includes report writing, proposal research, and translating community-based programming into funder aligned grant proposals. Requirements: QUALIFICATIONS Experience 3-5+ years of nonprofit fundraising experience, with at least 2 years focused on institutional giving (foundations, corporate sponsorships, or both). Demonstrated experience writing successful grant proposals and/or sponsorship pitches. Experience managing multiple deadlines and projects at once in a fast-paced, community-rooted organization. Experience supervising staff, consultants, and/or volunteers. Skills and Competencies Strong persuasive writing and editing skills, with the ability to translate program work into clear, compelling narratives. Comfort managing pipelines, calendars, and details; able to keep many moving parts organized and on time. Ability to build and maintain positive relationships with program staff, funders, and partners. Familiarity with donor databases/CRMs and basic fundraising reporting. High level of discretion and professionalism when handling confidential information. Commitment to racial equity, health equity, and Rafiki's mission to support Black and marginalized communities in San Francisco. Nice-to-Have Experience supporting EDs or senior leaders in fundraising (meeting prep, follow-up, briefings). Experience with donor-facing events and/or major gift cultivation. Experience with academic partnership and research grants, government grants, etc. Knowledge of Bay Area philanthropic and corporate landscapes. Additional Information: Type: Full-time Reports to: Director of Development & Communications FLSA: Exempt Application Instructions: Please submit resume and cover letter. Include in the cover letter: Why you are interested in this position Your experience in fundraising with non-profit health and wellness organizations Grant writing experience Compensation details: 0 Yearly Salary PI8cb2ae39d0ba-8974
04/18/2026
Full time
Company Description: Rafiki Coalition for Health and Wellness is a San Francisco-based nonprofit dedicated to eliminating health inequities and improving the lives of Black, African American, and marginalized communities in the Bay Area. For over 35 years, we have provided a safe, welcoming space where health, healing, and hope come together. We offer a holistic range of services, including free and low-cost health screenings, HIV prevention and care, mental health counseling, housing and economic support, fitness classes, and nutrition programs. Guided by a belief that wellness is more than the absence of illness, we embrace a whole-person approach that honors the cultural, social, and emotional needs of our community. At Rafiki, we are more than a service provider. We are a trusted partner, advocate, and resource. Our work is rooted in compassion, cultural humility, and a commitment to social justice. Every day, our team stands with our community to dismantle barriers, amplify voices, and create pathways to health and opportunity. If you're looking to join a mission-driven organization where your work directly empowers individuals and strengthens communities, Rafiki Coalition is the place to make a meaningful impact. Job Description: Under the direction of the Director of Development & Communications, the Development Manager helps secure the resources Rafiki Coalition needs to sustain and grow its programs by focusing on foundation grants, corporate giving, and development operations. This role works closely with the Director of Development & Communications (DD&C), Executive Director (ED), and key contractors to build and manage a strong institutional funding pipeline while supporting a small portfolio of major donor relationships. The Development Manager is a hands-on project manager, writer, and relationship-builder who keeps proposals, reports, and sponsorship outreach on track, and who makes sure the ED and DD&C are well prepared for high-value fundraising conversations. Rafiki is entering an exciting period of growth, including a 40th anniversary campaign, a capital campaign for its building, and an expansion of its development team and private philanthropy strategy. The Development Manager will be a key collaborator in establishing a consistent annual fundraising and stewardship program and in shaping the structure and practices of the development team as it grows. RESPONSIBILITES Foundation Grants Maintain an annual foundation fundraising plan and pipeline, including targets, deadlines, and ask amounts in collaboration with DD&C and ED. Coordinate the full grant lifecycle for private and community foundations (concept notes, LOIs, proposals, reports), working closely with the grants contractor, Finance, and program staff. Draft, edit, and package compelling proposals and reports using Rafiki's program data, stories, and budgets; ensure all submissions are complete and on time. Build and steward relationships with program officers and foundation staff through regular updates, calls, site visits, and events, in partnership with DD&C and ED. Keep accurate grant records in the CRM and shared files, including status, deadlines, award amounts, and reporting requirements. Corporate Giving & Sponsorships Develop and maintain a corporate prospect list (e.g., law firms, health sector partners, local businesses) aligned with Rafiki's mission and audience. Create and update sponsorship menus and pitch materials for the annual soiree and other fundraising or visibility events, in partnership with the communications contractor. Coordinate outreach to corporate prospects (emails, calls, meetings), organizing who will make each ask (ED, DD&C, board members, or this role). Track corporate gifts and sponsorships in the CRM; ensure fulfillment of sponsor benefits (tickets, recognition, logos, program mentions, site visits) in collaboration with the event planner and comms/PR contractor. Development Operations & Data Lead maintenance of accurate, up-to-date records for institutional funders and major donor prospects in Rafiki's CRM, including contact information, activities, and next steps, working closely with the Development Assistant on data entry and list generation. Oversee systems for timely acknowledgment letters and emails for grants, sponsorships, and major gifts, ensuring messages reflect Rafiki's voice and values, in collaboration with the Development Assistant who manages day-to-day preparation and mailing. Produce simple, regular reports and dashboards on foundation, corporate, and major-gift revenue for ED, DD&C, and Finance (e.g., pipeline status, year-to-date vs. goals). Partner with Finance to reconcile development records with accounting, ensuring institutional revenue is coded and tracked correctly. Executive Director and Leadership Fundraising Support Prepare briefing materials for ED and DD&C ahead of key donor/funder meetings (background, giving history, current opportunities, recommended ask, suggested roles for each person). Capture and log meeting outcomes and follow-up tasks in the CRM; prompt ED, DD&C, and board members with clear, timely next steps (thank-yous, proposals, additional information). Help organize small, strategic cultivation and stewardship touchpoints for institutional funders and major donors (briefings, tours, site visits, intimate events) in partnership with contractors and program staff. Collaboration & Internal Coordination Work closely with program leaders to understand program goals, outcomes, and stories, and translate them into strong cases for support. Coordinate with the grants contractor, communications/PR contractor, and event planner to align messaging, timelines, and deliverables across campaigns and events. Support DD&C in aligning institutional fundraising with Rafiki's broader development and communications strategy, including major gifts and government contracts. Liaise with program staff and key development consultants to facilitate academic and evaluative components of institutional fundraising. This includes report writing, proposal research, and translating community-based programming into funder aligned grant proposals. Requirements: QUALIFICATIONS Experience 3-5+ years of nonprofit fundraising experience, with at least 2 years focused on institutional giving (foundations, corporate sponsorships, or both). Demonstrated experience writing successful grant proposals and/or sponsorship pitches. Experience managing multiple deadlines and projects at once in a fast-paced, community-rooted organization. Experience supervising staff, consultants, and/or volunteers. Skills and Competencies Strong persuasive writing and editing skills, with the ability to translate program work into clear, compelling narratives. Comfort managing pipelines, calendars, and details; able to keep many moving parts organized and on time. Ability to build and maintain positive relationships with program staff, funders, and partners. Familiarity with donor databases/CRMs and basic fundraising reporting. High level of discretion and professionalism when handling confidential information. Commitment to racial equity, health equity, and Rafiki's mission to support Black and marginalized communities in San Francisco. Nice-to-Have Experience supporting EDs or senior leaders in fundraising (meeting prep, follow-up, briefings). Experience with donor-facing events and/or major gift cultivation. Experience with academic partnership and research grants, government grants, etc. Knowledge of Bay Area philanthropic and corporate landscapes. Additional Information: Type: Full-time Reports to: Director of Development & Communications FLSA: Exempt Application Instructions: Please submit resume and cover letter. Include in the cover letter: Why you are interested in this position Your experience in fundraising with non-profit health and wellness organizations Grant writing experience Compensation details: 0 Yearly Salary PI8cb2ae39d0ba-8974
Director, Sales Operations
Cobalt Benefits Group LLC Boston, Massachusetts
Description: Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Requirements: Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Equal Opportunity Employer, including disability/protected veterans Compensation details: 95000-115 Yearly Salary PIc4cadc122ba6-1077
04/18/2026
Full time
Description: Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Requirements: Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Equal Opportunity Employer, including disability/protected veterans Compensation details: 95000-115 Yearly Salary PIc4cadc122ba6-1077
Director of Business Development
FAITHFUL COMPANION MEMORIALS INC Atlanta, Georgia
Description: As a Director of Business Development, you will play a pivotal role in driving revenue growth and building lasting relationships with veterinary clients in your assigned territory. You will manage a portfolio of accounts, identify new business opportunities, and collaborate with internal teams to provide tailored solutions. Your mission is to ensure client satisfaction while achieving sales objectives. This is an excellent opportunity for a motivated sales professional who is passionate about the companion animal industry and wants to make a meaningful difference in the lives of pet families and veterinary professionals. DUTIES AND RESPONSIBILITIES: Develop and maintain strong relationships with key clients, including veterinarians, practice managers, and regional operations managers Build and nurture relationships with new and existing clients to understand their needs and goals Develop and execute strategic account plans to meet or exceed sales targets Prospect and acquire new veterinary clinic partnerships through consistent outreach, presentations, and relationship-building activities Identify opportunities for upselling and cross-selling products or services Provide consultative sales support by presenting customized solutions and proposals to veterinary partners Act as the primary point of contact for clients, ensuring timely responses and issue resolution Collaborate with marketing, product, and operations teams to ensure client success Monitor market trends, competitor activities, and customer feedback to refine strategies Attend and participate in industry trade shows, conferences, and networking events (e.g., VMX Veterinary Conference) Maintain accurate records of all sales activities, prospects, and account information in Salesforce CRM Prepare regular reports on account performance, key metrics, and territory activity Represent Faithful Companion professionally in all interactions and uphold our commitment to compassionate service Perform other duties as assigned. Requirements: • Must reside near the territory of the territory area • Bachelor's degree or equivalent experience • MBA degree a plus • Animal industry experience required • Experience working with veterinarians is strongly preferred • Proven experience in sales, account management, or related roles required • Strong communication, negotiation, and interpersonal skills • Ability to analyze client needs and offer tailored solutions • Self-motivated, goal-oriented, and capable of working independently • Detail-oriented mindset with a commitment to excellence in service • Valid driver's license with a clean driving record • Proficiency in CRM software (Salesforce preferred) and Microsoft Office Suite • Willingness to travel within assigned territory regularly PId6c68-2536
04/18/2026
Full time
Description: As a Director of Business Development, you will play a pivotal role in driving revenue growth and building lasting relationships with veterinary clients in your assigned territory. You will manage a portfolio of accounts, identify new business opportunities, and collaborate with internal teams to provide tailored solutions. Your mission is to ensure client satisfaction while achieving sales objectives. This is an excellent opportunity for a motivated sales professional who is passionate about the companion animal industry and wants to make a meaningful difference in the lives of pet families and veterinary professionals. DUTIES AND RESPONSIBILITIES: Develop and maintain strong relationships with key clients, including veterinarians, practice managers, and regional operations managers Build and nurture relationships with new and existing clients to understand their needs and goals Develop and execute strategic account plans to meet or exceed sales targets Prospect and acquire new veterinary clinic partnerships through consistent outreach, presentations, and relationship-building activities Identify opportunities for upselling and cross-selling products or services Provide consultative sales support by presenting customized solutions and proposals to veterinary partners Act as the primary point of contact for clients, ensuring timely responses and issue resolution Collaborate with marketing, product, and operations teams to ensure client success Monitor market trends, competitor activities, and customer feedback to refine strategies Attend and participate in industry trade shows, conferences, and networking events (e.g., VMX Veterinary Conference) Maintain accurate records of all sales activities, prospects, and account information in Salesforce CRM Prepare regular reports on account performance, key metrics, and territory activity Represent Faithful Companion professionally in all interactions and uphold our commitment to compassionate service Perform other duties as assigned. Requirements: • Must reside near the territory of the territory area • Bachelor's degree or equivalent experience • MBA degree a plus • Animal industry experience required • Experience working with veterinarians is strongly preferred • Proven experience in sales, account management, or related roles required • Strong communication, negotiation, and interpersonal skills • Ability to analyze client needs and offer tailored solutions • Self-motivated, goal-oriented, and capable of working independently • Detail-oriented mindset with a commitment to excellence in service • Valid driver's license with a clean driving record • Proficiency in CRM software (Salesforce preferred) and Microsoft Office Suite • Willingness to travel within assigned territory regularly PId6c68-2536
Director of Business Development
FAITHFUL COMPANION MEMORIALS INC Mabank, Texas
Description: As a Director of Business Development, you will play a pivotal role in driving revenue growth and building lasting relationships with veterinary clients in your assigned territory. You will manage a portfolio of accounts, identify new business opportunities, and collaborate with internal teams to provide tailored solutions. Your mission is to ensure client satisfaction while achieving sales objectives. This is an excellent opportunity for a motivated sales professional who is passionate about the companion animal industry and wants to make a meaningful difference in the lives of pet families and veterinary professionals. DUTIES AND RESPONSIBILITIES: Develop and maintain strong relationships with key clients, including veterinarians, practice managers, and regional operations managers Build and nurture relationships with new and existing clients to understand their needs and goals Develop and execute strategic account plans to meet or exceed sales targets Prospect and acquire new veterinary clinic partnerships through consistent outreach, presentations, and relationship-building activities Identify opportunities for upselling and cross-selling products or services Provide consultative sales support by presenting customized solutions and proposals to veterinary partners Act as the primary point of contact for clients, ensuring timely responses and issue resolution Collaborate with marketing, product, and operations teams to ensure client success Monitor market trends, competitor activities, and customer feedback to refine strategies Attend and participate in industry trade shows, conferences, and networking events (e.g., VMX Veterinary Conference) Maintain accurate records of all sales activities, prospects, and account information in Salesforce CRM Prepare regular reports on account performance, key metrics, and territory activity Represent Faithful Companion professionally in all interactions and uphold our commitment to compassionate service Perform other duties as assigned. Requirements: • Must reside near the territory of the territory area • Bachelor's degree or equivalent experience • MBA degree a plus • Animal industry experience required • Experience working with veterinarians is strongly preferred • Proven experience in sales, account management, or related roles required • Strong communication, negotiation, and interpersonal skills • Ability to analyze client needs and offer tailored solutions • Self-motivated, goal-oriented, and capable of working independently • Detail-oriented mindset with a commitment to excellence in service • Valid driver's license with a clean driving record • Proficiency in CRM software (Salesforce preferred) and Microsoft Office Suite • Willingness to travel within assigned territory regularly PI02c612ab90d6-2543
04/18/2026
Full time
Description: As a Director of Business Development, you will play a pivotal role in driving revenue growth and building lasting relationships with veterinary clients in your assigned territory. You will manage a portfolio of accounts, identify new business opportunities, and collaborate with internal teams to provide tailored solutions. Your mission is to ensure client satisfaction while achieving sales objectives. This is an excellent opportunity for a motivated sales professional who is passionate about the companion animal industry and wants to make a meaningful difference in the lives of pet families and veterinary professionals. DUTIES AND RESPONSIBILITIES: Develop and maintain strong relationships with key clients, including veterinarians, practice managers, and regional operations managers Build and nurture relationships with new and existing clients to understand their needs and goals Develop and execute strategic account plans to meet or exceed sales targets Prospect and acquire new veterinary clinic partnerships through consistent outreach, presentations, and relationship-building activities Identify opportunities for upselling and cross-selling products or services Provide consultative sales support by presenting customized solutions and proposals to veterinary partners Act as the primary point of contact for clients, ensuring timely responses and issue resolution Collaborate with marketing, product, and operations teams to ensure client success Monitor market trends, competitor activities, and customer feedback to refine strategies Attend and participate in industry trade shows, conferences, and networking events (e.g., VMX Veterinary Conference) Maintain accurate records of all sales activities, prospects, and account information in Salesforce CRM Prepare regular reports on account performance, key metrics, and territory activity Represent Faithful Companion professionally in all interactions and uphold our commitment to compassionate service Perform other duties as assigned. Requirements: • Must reside near the territory of the territory area • Bachelor's degree or equivalent experience • MBA degree a plus • Animal industry experience required • Experience working with veterinarians is strongly preferred • Proven experience in sales, account management, or related roles required • Strong communication, negotiation, and interpersonal skills • Ability to analyze client needs and offer tailored solutions • Self-motivated, goal-oriented, and capable of working independently • Detail-oriented mindset with a commitment to excellence in service • Valid driver's license with a clean driving record • Proficiency in CRM software (Salesforce preferred) and Microsoft Office Suite • Willingness to travel within assigned territory regularly PI02c612ab90d6-2543
Copy of Director, Sales Operations
Cobalt Benefits Group LLC Atlanta, Georgia
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI79d9fde5-
04/17/2026
Full time
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. This Director, Sales Operations role is open to candidates based onsite in Burlington, VT or Exeter, NH, as well as remote candidates located within the Central or Eastern U.S. time zones. In this role, you'll play a critical part in enabling effective sales execution and helping us deliver customized, self-funded insurance solutions to our clients and members. This position is eligible to participate in Cobalt Benefits Group's annual bonus program, subject to individual and company performance and plan terms. Job Summary: The Director, Sales Operations at Cobalt Benefits Group will play a transformational role in enabling effective sales execution in a fast-paced self-funded insurance environment. This position will oversee Sales Operations, Pricing Strategy, Technology (e.g. CRM, RFP & Contract Management tools), Financial Analytics & Contract Management. Additionally, the role will focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management, in alignment with the company's broader Customer Experience vision. The ideal candidate combines proven experience leading Sales Operations processes, financial modeling, technology fluency, and a passion for Healthcare and customer experience. Key Responsibilities: Strategic Sales Operations: Develop a deep understanding of Cobalt's Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time. Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity. Design and maintain Cobalt's long-term Sales Operations strategy. Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells. Lead development and execution of Sales Training and Enablement materials for new product initiatives. Partner with leaders to optimize Sales Team structure and compensation. Technology and CRM Management: Act as the primary System Administrator of Cobalt's CRM. Lead new user training and promote adoption of CRM technologies. Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization. Evaluate, implement, and maintain technology solutions that support quoting and process improvement. Financial Analytics & Reporting: Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention. Provide data-driven recommendations to improve revenue generation and optimize solution design. Own and continuously optimize Sales forecasts to inform investment and budgetary decisions. Partner with Executive Leadership to identify and execute opportunities for margin expansion. Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt's financial performance. Contract Lifecycle & Template Management: Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management. Maintain and update contract templates. Lead technology evaluation and adoption to improve CLM across Cobalt. Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards. Customer Experience and Onboarding: Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding. Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows. In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy. Work Environment & Physical Requirements: Ability to remain in a stationary position (seated or standing) for extended periods while working at a computer and participating in meetings. Ability to operate a computer, keyboard, mouse, and other standard office equipment on a regular basis. Ability to communicate effectively primarily via video conferencing platforms, phone calls, an in-person meetings, Ability to review, analyze and interest data on a commuter scree with sustained visual focus. Ability occasionally moves about within an ovine environment to attend meetings or access equipment. Must be comfortable using and being on camera during meetings Qualifications: Bachelor's degree. Master's Degree in related field is preferred but not required. 5+ years of experience in Sales Operations with demonstrated ability to design, lead and execute cross-functional projects. Demonstrated knowledge and experience with CRMs, particularly SalesForce. Demonstrated ability to understand Financial Statements and business performance. Experience developing and maintaining detailed Financial models and scenario planning tools. Healthcare (specifically Health Insurance) Industry experience preferred but not required. Personal Attributes: Self-starter, entrepreneurial mindset. Strong communication skills. Interest in working within a rapidly growing and evolving organization. Demonstrated ability to lead and foster talent. Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance Twice annual employer HSA contributions, covering 50% of the HDHP plan's annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability Flexible Spending Accounts 401(k) Retirement Plan with up to a 6% employer-match WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events 60 day waiting period 90 day waiting period Compensation details: 95000-115 Yearly Salary PI79d9fde5-
Associate Director, Medical Science Liaison, Respiratory (Northeast Territory)
BESTMSLs New York, New York
Associate Director, Medical Science Liaison, Respiratory (Northeast Territory) US-NY-New York Job ID: of Openings: 1 Category: Medical Science Liaison BESTMSLs Overview Field-Based Full-Time Therapeutic Area: Respiratory Territory: Northeast covering NY, NJ, DC, MD, DE, PA, CT, MA, RI, NH, ME Preferred home cities: New York City, Boston, Philadelphia, Washington DC A global biopharmaceutical organization is seeking an experienced Medical Science Liaison (MSL) at Associate Director level to support its US Respiratory portfolio. This role is a senior individual contributor position focused on scientific engagement, KOL relationship development, strategic insight generation, and medical education. This is a field-based position requiring significant travel within the assigned geography. About the Role The Associate Director, Medical Science Liaison - Respiratory serves as a scientific expert in the field and an extension of the Medical Affairs organization. The individual engages with healthcare professionals (HCPs), key opinion leaders (KOLs), academic institutions, and other external stakeholders in a non-promotional, scientifically rigorous manner. Responsibilities span scientific exchange, insight gathering, strategic planning, internal collaboration, and support of medical education initiatives. Responsibilities Scientific Exchange & Medical Education Deliver objective, evidence-based scientific information in a non-promotional manner. Use only approved medical materials during external engagements. Respond to unsolicited medical requests (UMRs) with accurate, balanced information. KOL & Stakeholder Relationship Management Develop, maintain, and execute individualized engagement plans for target KOLs and HCPs. Identify unmet medical education needs and assess competitive medical activity. Build strong, collaborative, and compliant relationships across the respiratory therapeutic landscape. Insight Generation & Internal Collaboration Capture, synthesize, and communicate field insights to inform Medical Affairs strategy and asset planning. Collaborate with internal medical leadership to develop new and innovative medical education resources (e.g., slide decks, digital content). Deliver advisory board, congress, and customer insight reports. Operational Excellence Maintain accurate documentation of HCP interactions in CRM platforms (e.g., VEEVA). Provide monthly activity summaries to internal leadership. Submit expenses, travel documentation, and administrative updates in a timely manner. Ensure full compliance with SOPs, medical governance, and applicable federal and state regulations. Congress, Events & Internal Contributions Staff Medical Affairs booths at scientific meetings and conventions. Participate in congresses, symposia, and other scientific engagements as needed. Provide internal therapeutic area training when appropriate and requested. Contribute to cross-functional initiatives, driving innovation and operational effectiveness. Other Responsibilities Continuously enhance scientific expertise and leadership capabilities. Perform additional duties as assigned. Qualifications Advanced degree (MD, PhD, or PharmD). Minimum 5 years of experience in MSL roles with a respiratory focus. Strong understanding of the Medical Science Liaison function, clinical trial design, evidence generation, and US Medical Affairs principles. Deep knowledge of relevant regulatory and compliance frameworks (PhRMA Code, FDA/OPDP guidance, HCP interaction standards, SOPs). Proven ability to communicate complex scientific data clearly and credibly. Demonstrated success building relationships with KOLs, investigators, PAGs, and academic partners. Strong analytical, organizational, and strategic planning skills. Ability to work semi-autonomously and thrive in a dynamic environment. High professional accountability, adaptability, and commitment to continuous development. Commitment to diversity, equity, and inclusion. Willingness and ability to travel extensively (70-80%, including overnights or weekends as needed). PIf941e3e9a93a-9443
04/17/2026
Full time
Associate Director, Medical Science Liaison, Respiratory (Northeast Territory) US-NY-New York Job ID: of Openings: 1 Category: Medical Science Liaison BESTMSLs Overview Field-Based Full-Time Therapeutic Area: Respiratory Territory: Northeast covering NY, NJ, DC, MD, DE, PA, CT, MA, RI, NH, ME Preferred home cities: New York City, Boston, Philadelphia, Washington DC A global biopharmaceutical organization is seeking an experienced Medical Science Liaison (MSL) at Associate Director level to support its US Respiratory portfolio. This role is a senior individual contributor position focused on scientific engagement, KOL relationship development, strategic insight generation, and medical education. This is a field-based position requiring significant travel within the assigned geography. About the Role The Associate Director, Medical Science Liaison - Respiratory serves as a scientific expert in the field and an extension of the Medical Affairs organization. The individual engages with healthcare professionals (HCPs), key opinion leaders (KOLs), academic institutions, and other external stakeholders in a non-promotional, scientifically rigorous manner. Responsibilities span scientific exchange, insight gathering, strategic planning, internal collaboration, and support of medical education initiatives. Responsibilities Scientific Exchange & Medical Education Deliver objective, evidence-based scientific information in a non-promotional manner. Use only approved medical materials during external engagements. Respond to unsolicited medical requests (UMRs) with accurate, balanced information. KOL & Stakeholder Relationship Management Develop, maintain, and execute individualized engagement plans for target KOLs and HCPs. Identify unmet medical education needs and assess competitive medical activity. Build strong, collaborative, and compliant relationships across the respiratory therapeutic landscape. Insight Generation & Internal Collaboration Capture, synthesize, and communicate field insights to inform Medical Affairs strategy and asset planning. Collaborate with internal medical leadership to develop new and innovative medical education resources (e.g., slide decks, digital content). Deliver advisory board, congress, and customer insight reports. Operational Excellence Maintain accurate documentation of HCP interactions in CRM platforms (e.g., VEEVA). Provide monthly activity summaries to internal leadership. Submit expenses, travel documentation, and administrative updates in a timely manner. Ensure full compliance with SOPs, medical governance, and applicable federal and state regulations. Congress, Events & Internal Contributions Staff Medical Affairs booths at scientific meetings and conventions. Participate in congresses, symposia, and other scientific engagements as needed. Provide internal therapeutic area training when appropriate and requested. Contribute to cross-functional initiatives, driving innovation and operational effectiveness. Other Responsibilities Continuously enhance scientific expertise and leadership capabilities. Perform additional duties as assigned. Qualifications Advanced degree (MD, PhD, or PharmD). Minimum 5 years of experience in MSL roles with a respiratory focus. Strong understanding of the Medical Science Liaison function, clinical trial design, evidence generation, and US Medical Affairs principles. Deep knowledge of relevant regulatory and compliance frameworks (PhRMA Code, FDA/OPDP guidance, HCP interaction standards, SOPs). Proven ability to communicate complex scientific data clearly and credibly. Demonstrated success building relationships with KOLs, investigators, PAGs, and academic partners. Strong analytical, organizational, and strategic planning skills. Ability to work semi-autonomously and thrive in a dynamic environment. High professional accountability, adaptability, and commitment to continuous development. Commitment to diversity, equity, and inclusion. Willingness and ability to travel extensively (70-80%, including overnights or weekends as needed). PIf941e3e9a93a-9443
Sales Development Manager
GoEngineer Inc Eden Prairie, Minnesota
Position Title: Sales Development Manager Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. As the Sales Development Manager at GoEngineer, you will lead and mentor a team of Inside Sales Representatives to achieve sales targets and deliver exceptional customer experiences. This role is responsible for developing and executing sales strategies, identifying opportunities for growth, and collaborating with cross functional teams to drive results. Your key contributions in this role will be: Team Leadership Recruit, train, and develop a high-performing Inside Sales team Provide ongoing coaching and mentorship to maximize individual and team performance Set clear sales targets, monitor progress, and motivate the team to achieve and exceed goals Sales Strategy and Planning Develop and implement comprehensive sales strategies to drive revenue growth Partner with the Director of Inside Sales to establish sales goals, commission plans, and performance objectives Sales Process Optimization Continuously evaluate and improve sales processes and workflows Implement sales automation tools and technologies to streamline operations Monitor, track, and report on sales metrics and KPIs to identify trends and improvement opportunities Cross Functional Collaboration & Reporting Collaborate closely with Marketing and Outside Sales teams to align strategies and support company objectives Provide feedback and insights to help refine team processes and overall sales effectiveness Prepare regular reports related to sales performance, forecasting, and commissions Use data and analytics to make informed decisions and guide sales strategies Qualifications Bachelor's degree in Business, Marketing, or a related field, or equivalent professional experience Proven experience as an Inside Sales Manager or in a similar leadership role preferred Strong leadership, coaching, and team management skills Excellent communication and interpersonal abilities Results-driven mindset with a demonstrated track record of meeting or exceeding sales targets Proficiency with CRM systems and sales software tools Strong analytical skills with the ability to interpret sales data and apply insights Effective negotiation and problem-solving skills More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Compensation: Compensation for this role includes a base salary of $70,000 with anticipated OTE of $130,000 Generous Benefits Include: • Participation in GoEngineer's unlimited PTO program from day one of employment. • 401(k) retirement plan with up to a 6% company match, 100% vested on day one. • Comprehensive medical coverage, including PPO and High Deductible plans with FSA/HSA options and employer HSA contributions. • Paid Family Leave, including paid pregnancy disability leave and paid parental bonding leave. • Employer paid Life Insurance policy, & Short Term, and Long Term Disability insurance, with optional supplemental coverage. • Dental and Vision insurance • Mental health, telemedicine with 24/7 access to medical providers, and wellness programs, including virtual therapy, nutrition counseling, and physical therapy. • Fertility, adoption, and family building benefits. • Employee Assistance Program (EAP) offering free, confidential counseling and support for mental health, legal, financial, and family needs. • Optional voluntary benefits, including accident insurance, hospital indemnity, critical illness coverage, identity theft protection, pet insurance, plus student loan repayment and prescription cost savings programs. To support a fair and efficient hiring process, we may use AI technology to summarize interviews and help our teams review information consistently. AI does not evaluate candidates or make hiring decisions. All decisions are made by our human hiring team. Department: Inside Sales Role: Inside Sales Manager Location: Eden Prairie, Salt Lake City RemoteStatus: Hybrid Salary: $70,000 - $130,000 Compensation details: 00 PIdf808baf855f-3822
04/17/2026
Full time
Position Title: Sales Development Manager Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. As the Sales Development Manager at GoEngineer, you will lead and mentor a team of Inside Sales Representatives to achieve sales targets and deliver exceptional customer experiences. This role is responsible for developing and executing sales strategies, identifying opportunities for growth, and collaborating with cross functional teams to drive results. Your key contributions in this role will be: Team Leadership Recruit, train, and develop a high-performing Inside Sales team Provide ongoing coaching and mentorship to maximize individual and team performance Set clear sales targets, monitor progress, and motivate the team to achieve and exceed goals Sales Strategy and Planning Develop and implement comprehensive sales strategies to drive revenue growth Partner with the Director of Inside Sales to establish sales goals, commission plans, and performance objectives Sales Process Optimization Continuously evaluate and improve sales processes and workflows Implement sales automation tools and technologies to streamline operations Monitor, track, and report on sales metrics and KPIs to identify trends and improvement opportunities Cross Functional Collaboration & Reporting Collaborate closely with Marketing and Outside Sales teams to align strategies and support company objectives Provide feedback and insights to help refine team processes and overall sales effectiveness Prepare regular reports related to sales performance, forecasting, and commissions Use data and analytics to make informed decisions and guide sales strategies Qualifications Bachelor's degree in Business, Marketing, or a related field, or equivalent professional experience Proven experience as an Inside Sales Manager or in a similar leadership role preferred Strong leadership, coaching, and team management skills Excellent communication and interpersonal abilities Results-driven mindset with a demonstrated track record of meeting or exceeding sales targets Proficiency with CRM systems and sales software tools Strong analytical skills with the ability to interpret sales data and apply insights Effective negotiation and problem-solving skills More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Compensation: Compensation for this role includes a base salary of $70,000 with anticipated OTE of $130,000 Generous Benefits Include: • Participation in GoEngineer's unlimited PTO program from day one of employment. • 401(k) retirement plan with up to a 6% company match, 100% vested on day one. • Comprehensive medical coverage, including PPO and High Deductible plans with FSA/HSA options and employer HSA contributions. • Paid Family Leave, including paid pregnancy disability leave and paid parental bonding leave. • Employer paid Life Insurance policy, & Short Term, and Long Term Disability insurance, with optional supplemental coverage. • Dental and Vision insurance • Mental health, telemedicine with 24/7 access to medical providers, and wellness programs, including virtual therapy, nutrition counseling, and physical therapy. • Fertility, adoption, and family building benefits. • Employee Assistance Program (EAP) offering free, confidential counseling and support for mental health, legal, financial, and family needs. • Optional voluntary benefits, including accident insurance, hospital indemnity, critical illness coverage, identity theft protection, pet insurance, plus student loan repayment and prescription cost savings programs. To support a fair and efficient hiring process, we may use AI technology to summarize interviews and help our teams review information consistently. AI does not evaluate candidates or make hiring decisions. All decisions are made by our human hiring team. Department: Inside Sales Role: Inside Sales Manager Location: Eden Prairie, Salt Lake City RemoteStatus: Hybrid Salary: $70,000 - $130,000 Compensation details: 00 PIdf808baf855f-3822
Marketing Director
Western Welding Academy Gillette, Wyoming
Western Welding Academy is on a mission to build a better generation of blue-collar craftsmen. We train the next generation of skilled welders through a real-world, hands-on experience grounded in work ethic, accountability, and integrity-and we measure our success by student outcomes. Skilled trades have always been essential to America's strength, yet they've been undervalued for too long. As industry grows and the demand for qualified welders rises, WWA exists to close the gap-equipping students with the skills, discipline, and confidence to build strong careers and meet the needs of the welding industry. Build a Better Generation-through marketing that moves people. Western Welding Academy is on a mission to build a better generation of blue-collar craftsmen. We're looking for a Marketing Director who's equal parts strategist and doer-someone who can scale brand awareness, drive student recruitment, and lead campaigns that help restore the backbone of America's industrial strength. If you've been craving a role where your work has a direct, measurable impact on real lives and real careers-this is it. Here's what's in it for you: Great Benefits : Including 100% Employer paid medical insurance option, dental, vision, PTO and 401K option. Make a Difference: Guide students into successful welding careers by sharing your knowledge and experience. Career Growth : Access ongoing training and professional development to sharpen your skills. Mentorship & Impact : Build relationships with motivated students from diverse backgrounds and help them achieve their goals. Team Environment: Collaborate with passionate professionals who share your commitment to excellence. What success looks like in this role You'll develop and execute a marketing strategy designed to: Reach a monthly audience of 250 million Generate 300 applications per week Reduce cost of acquisition to $400 through strong KPI management and optimization What you'll do Strategy & performance Build and run a comprehensive marketing strategy with clear segmentation, targeting, and KPI ownership Conduct market research and competitive analysis to spot trends and opportunities Brand leadership Own brand consistency, positioning, messaging, and reputation management Campaigns & budget ownership Plan and execute integrated campaigns across digital, print, social, events, and more Manage budgets, allocate resources, and optimize for ROI Digital + social growth Lead SEO/SEM, email, content marketing, website content/UX, and digital optimization Build engaging social campaigns-especially on TikTok, YouTube, Instagram, and Snapchat Content that captures attention Oversee creation of high-quality video, photo, and written content-on brand and built for the right audience Lead the team Mentor and develop a high-performing marketing team; manage vendors/agencies Partner across departments to align marketing with growth goals and report results to leadership What we're looking for Must-haves 5+ years in marketing, including 3+ years in a leadership role Proven success building and executing effective marketing strategies Strong digital + social marketing expertise and content leadership Excellent leadership, communication, analytical and project management skills Experience with marketing automation/CRM tools (HubSpot, Salesforce, etc.) Tech-savvy and comfortable learning new tools quickly Nice-to-haves E-commerce experience (Shopify) Familiarity with tools like Aircall, Manychat, Zap SMS, Klaviyo Strong eye for video/photography (bonus if you can shoot/edit) Understanding of psychology/consumer behavior background Why Western Welding Academy You won't be marketing "another product." You'll be helping people step into a skilled trade, build confidence, and change their life trajectory-while growing a brand with bold goals and meaningful impact. Equal Opportunity Employer Western Welding Academy is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other legally protected status. Pre-Employment Drug Testing Employment with Western Welding Academy is contingent upon successful completion of a pre-employment drug test and any other applicable pre-employment requirements. The pay range for this role is: 95,000 - 105,000 USD per year(Gillette) PI816698e618d2-7223
04/16/2026
Full time
Western Welding Academy is on a mission to build a better generation of blue-collar craftsmen. We train the next generation of skilled welders through a real-world, hands-on experience grounded in work ethic, accountability, and integrity-and we measure our success by student outcomes. Skilled trades have always been essential to America's strength, yet they've been undervalued for too long. As industry grows and the demand for qualified welders rises, WWA exists to close the gap-equipping students with the skills, discipline, and confidence to build strong careers and meet the needs of the welding industry. Build a Better Generation-through marketing that moves people. Western Welding Academy is on a mission to build a better generation of blue-collar craftsmen. We're looking for a Marketing Director who's equal parts strategist and doer-someone who can scale brand awareness, drive student recruitment, and lead campaigns that help restore the backbone of America's industrial strength. If you've been craving a role where your work has a direct, measurable impact on real lives and real careers-this is it. Here's what's in it for you: Great Benefits : Including 100% Employer paid medical insurance option, dental, vision, PTO and 401K option. Make a Difference: Guide students into successful welding careers by sharing your knowledge and experience. Career Growth : Access ongoing training and professional development to sharpen your skills. Mentorship & Impact : Build relationships with motivated students from diverse backgrounds and help them achieve their goals. Team Environment: Collaborate with passionate professionals who share your commitment to excellence. What success looks like in this role You'll develop and execute a marketing strategy designed to: Reach a monthly audience of 250 million Generate 300 applications per week Reduce cost of acquisition to $400 through strong KPI management and optimization What you'll do Strategy & performance Build and run a comprehensive marketing strategy with clear segmentation, targeting, and KPI ownership Conduct market research and competitive analysis to spot trends and opportunities Brand leadership Own brand consistency, positioning, messaging, and reputation management Campaigns & budget ownership Plan and execute integrated campaigns across digital, print, social, events, and more Manage budgets, allocate resources, and optimize for ROI Digital + social growth Lead SEO/SEM, email, content marketing, website content/UX, and digital optimization Build engaging social campaigns-especially on TikTok, YouTube, Instagram, and Snapchat Content that captures attention Oversee creation of high-quality video, photo, and written content-on brand and built for the right audience Lead the team Mentor and develop a high-performing marketing team; manage vendors/agencies Partner across departments to align marketing with growth goals and report results to leadership What we're looking for Must-haves 5+ years in marketing, including 3+ years in a leadership role Proven success building and executing effective marketing strategies Strong digital + social marketing expertise and content leadership Excellent leadership, communication, analytical and project management skills Experience with marketing automation/CRM tools (HubSpot, Salesforce, etc.) Tech-savvy and comfortable learning new tools quickly Nice-to-haves E-commerce experience (Shopify) Familiarity with tools like Aircall, Manychat, Zap SMS, Klaviyo Strong eye for video/photography (bonus if you can shoot/edit) Understanding of psychology/consumer behavior background Why Western Welding Academy You won't be marketing "another product." You'll be helping people step into a skilled trade, build confidence, and change their life trajectory-while growing a brand with bold goals and meaningful impact. Equal Opportunity Employer Western Welding Academy is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other legally protected status. Pre-Employment Drug Testing Employment with Western Welding Academy is contingent upon successful completion of a pre-employment drug test and any other applicable pre-employment requirements. The pay range for this role is: 95,000 - 105,000 USD per year(Gillette) PI816698e618d2-7223
Data & Prospect Research Manager
Girls Scouts - Arizona Cactus Pine Council Phoenix, Arizona
Summary/Objective: This role oversees CRM integrity, donor data management, prospect research, and grant documentation to support strategic fundraising, accurate forecasting, and pipeline development. The Manager provides insights and tools that strengthen portfolio performance and donor engagement. Reports to: Senior Director of Advancement FLSA Status: Regular, full time, exempt Essential Functions: CRM & Data Management Maintain accurate donor records, coding, and documentation Ensure SOP compliance for data entry, gift processing, and reconciliation Produce dashboards, reports, and forecasting tools Prospect Research Conduct wealth screening, relationship mapping, and donor capacity analysis Prepare prospect profiles and meeting briefs Support segmentation and portfolio optimization Grant Documentation Maintain complete and organized grant files (proposals, budgets, reports, award letters) Support reporting requirements and internal tracking Cross-Functional Support Provide data insights to inform fundraising, stewardship, and event follow-up Collaborate with Finance and MarCom on donor reporting and communication Required Education and Experience: 3-5 years of advancement services or prospect research experience Proficiency in Raiser's Edge required; Salesforce familiarity preferred Strong analytical and writing skills Physical Demands: Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2 hours per day. Ability to lift a minimum of 25 pounds without difficulty. Ability to climb stairs PI64d5355ccdbf-3660
04/16/2026
Full time
Summary/Objective: This role oversees CRM integrity, donor data management, prospect research, and grant documentation to support strategic fundraising, accurate forecasting, and pipeline development. The Manager provides insights and tools that strengthen portfolio performance and donor engagement. Reports to: Senior Director of Advancement FLSA Status: Regular, full time, exempt Essential Functions: CRM & Data Management Maintain accurate donor records, coding, and documentation Ensure SOP compliance for data entry, gift processing, and reconciliation Produce dashboards, reports, and forecasting tools Prospect Research Conduct wealth screening, relationship mapping, and donor capacity analysis Prepare prospect profiles and meeting briefs Support segmentation and portfolio optimization Grant Documentation Maintain complete and organized grant files (proposals, budgets, reports, award letters) Support reporting requirements and internal tracking Cross-Functional Support Provide data insights to inform fundraising, stewardship, and event follow-up Collaborate with Finance and MarCom on donor reporting and communication Required Education and Experience: 3-5 years of advancement services or prospect research experience Proficiency in Raiser's Edge required; Salesforce familiarity preferred Strong analytical and writing skills Physical Demands: Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2 hours per day. Ability to lift a minimum of 25 pounds without difficulty. Ability to climb stairs PI64d5355ccdbf-3660
Marketing Manager - Onsite
Sprague Pest Solutions Tacoma, Washington
Description: Connect teams, purpose, and a brand that protects what matters most. At Sprague Pest Solutions, marketing isn't just about campaigns; it's about connection. Connecting our people, our purpose, and the customers who trust us to protect their businesses, food supply, and communities. We're looking for a Marketing Manager who thrives at the intersection of strategy, relationships, and execution; someone who can partner closely with leaders across the business, serve as a trusted ambassador for marketing internally and externally, and deliver excellence through collaboration. This role is intentionally people- and relationship-forward. Roughly 80% of the work is internal-facing: strengthening our brand, elevating internal communications, leading recognition and engagement efforts, and aligning marketing priorities with business goals. The remaining 20% supports external initiatives like RFPs, presentations, events, and strategic sales collaboration. If you enjoy building clarity, momentum, and trust-and you're comfortable rolling up your sleeves while keeping an eye on the long game-this role was built for you. What You'll Be Responsible For Lead, Connect, and Elevate Lead, mentor, and develop a high-performing marketing team with clear priorities, accountability, and growth opportunities. Act as a strategic partner to executive and field leadership-translating vision into cohesive marketing, branding, and communication efforts. Serve as the "hub" for marketing-building strong relationships across Sales, Operations, HR, Finance, and external partners. Own the Internal Marketing Experience Drive internal communications, recognition programs, and culture-forward initiatives that support engagement and retention. Ensure brand consistency and clarity across company announcements, messaging, presentations, and events. Help shape how Sprague shows up-internally first, externally second. Balance Strategy with Execution Manage day-to-day marketing priorities while also contributing to 1-2 year strategic planning. Oversee company events (internal meetings, customer events, industry engagement) from concept to execution. Partner on RFPs, presentations, and select sales initiatives to support growth and positioning. Use Data to Drive Decisions Build and maintain dashboards, scorecards, and reporting that track performance, ROI, and impact. Translate data into insights leaders can act on-clearly, confidently, and credibly. Continuously optimize marketing efforts using analytics, benchmarks, and forecasting. Bring Order to Complexity Own marketing systems, workflows, and reporting cadence (CRM, automation tools, analytics). Establish scalable processes, documentation, and governance that help the team work smarter as Sprague grows. Manage vendor relationships with a strong focus on partnership, accountability, and results. Why Sprague? Sprague Pest Solutions has been protecting businesses for nearly a century-and we're still growing. You'll join a values-driven organization that cares deeply about service excellence, people development, and doing the right thing. This role offers: Real influence and visibility A leadership team that values partnership The opportunity to shape how marketing supports growth and culture A company that invests in its people and its future Competitive Salary: $100,000 - 105,000 plus annual bonus Excellent Benefits: Health, vision, dental, 401K, paid time off, and more All offers of employment are contingent upon a satisfactory motor vehicle record report that is checked annually. Sprague Pest Solutions is an Equal Opportunity employer and promotes diversity through a culture of inclusion and opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristics protected by law. We are a drug and smoke-free environment. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Requirements: What We're Looking For This role is less about flashy tactics and more about leadership, judgment, and influence. What you bring: 10+ years of marketing experience, with a strong foundation in analytics, performance management, and cross-functional collaboration. 5+ years of people leadership experience, with a track record of developing others. Exceptional relationship management and project management skills. Comfort operating as both a strategic thinker and hands-on leader. Experience with CRM platforms, marketing automation tools, analytics, and dashboards. Strong communication skills-you can synthesize complexity and make it clear. A practical, grounded leadership style that builds trust quickly. Bonus points if you: Have led internal marketing or employee engagement initiatives. Enjoy being the "connector" between teams. Are naturally curious, organized, and calm in ambiguity. Know how to guide others on platforms like LinkedIn, SEO, and B2B content strategy (without chasing every trend). Pre-Hire Screening Requirements: 5+ years Satisfactory Motor Vehicle Record Criminal Background Check: Federal, State, County Employment and Education verification DOT Physical with 5-Panel Drug Screen _ Detailed Job Description Position Title: Marketing Manager Department: Marketing Reports To: Director of Marketing FLSA Status: Non-Exempt EEOC Class: Professionals Salary: $100,000-110,000 annually plus incentives Position Summary: The Marketing Manager is a leader responsible for strengthening the company's brand, internal and external communications, elevating team member engagement and retention, and ensuring marketing programs align closely with executive leadership and business priorities. This role guides strategic planning within the marketing team, and manages external vendor relationships while delivering high-impact branding, events, and internal marketing initiatives. This individual partners closely with senior management to translate company vision into cohesive marketing strategies that support growth, culture, and long-term brand equity. The ideal candidate is a collaborative leader, strong communicator, and thoughtful strategist who can balance creativity, operational excellence, and people leadership. Essential Duties & Responsibilities: Team Leadership & Engagement Own all internal and external communications including press releases, blogs, case studies and company announcements. Lead, mentor, and develop the marketing team, fostering a culture of accountability, collaboration, and continuous improvement. Support team member engagement and retention by creating clear priorities, development opportunities, and a strong sense of purpose. Establish goals, performance expectations, and feedback rhythms that help team members grow and succeed. Act as a trusted partner to leadership on internal communications and initiatives that reinforce culture and employee experience. Data, Analytics & Performance Management Develop and maintain marketing dashboards, reports, and scorecards to track KPIs, ROI, pipeline impact, conversion rates, and campaign performance. Analyze multi-channel marketing performance (digital, email, web, paid media, events, CRM, etc.) to identify trends, opportunities, and risks. Translate performance data into clear insights and recommendations for leadership and cross-functional teams. Establish benchmarks, forecasting models, and performance targets to guide planning and budgeting. Continuously optimize campaigns and spend based on data-driven insights. Strategy & Optimization Partner with Sales, Operations, HR, and Finance to ensure marketing efforts support growth, retention, and organizational alignment. Present marketing plans, progress, and outcomes to leadership with clarity and strategic context. Serve as a key voice in planning discussions related to brand, culture, and market positioning Events & Branding Management Own the strategy, planning, and execution of company events, including internal meetings, customer events, and industry engagement. Manage event calendars, budgets, logistics, vendors, and post-event evaluation. Ensure events reflect brand standards, deliver meaningful experiences, and support business and culture objectives. Collaborate with leadership and cross-functional teams to maximize the impact of events across audiences. Process, Systems & Governance Own marketing systems and reporting workflows (CRM, marketing automation, analytics platforms). Establish standardized processes for campaign tracking, documentation, reporting cadence, and data hygiene. Ensure compliance with data privacy . click apply for full job details
04/16/2026
Full time
Description: Connect teams, purpose, and a brand that protects what matters most. At Sprague Pest Solutions, marketing isn't just about campaigns; it's about connection. Connecting our people, our purpose, and the customers who trust us to protect their businesses, food supply, and communities. We're looking for a Marketing Manager who thrives at the intersection of strategy, relationships, and execution; someone who can partner closely with leaders across the business, serve as a trusted ambassador for marketing internally and externally, and deliver excellence through collaboration. This role is intentionally people- and relationship-forward. Roughly 80% of the work is internal-facing: strengthening our brand, elevating internal communications, leading recognition and engagement efforts, and aligning marketing priorities with business goals. The remaining 20% supports external initiatives like RFPs, presentations, events, and strategic sales collaboration. If you enjoy building clarity, momentum, and trust-and you're comfortable rolling up your sleeves while keeping an eye on the long game-this role was built for you. What You'll Be Responsible For Lead, Connect, and Elevate Lead, mentor, and develop a high-performing marketing team with clear priorities, accountability, and growth opportunities. Act as a strategic partner to executive and field leadership-translating vision into cohesive marketing, branding, and communication efforts. Serve as the "hub" for marketing-building strong relationships across Sales, Operations, HR, Finance, and external partners. Own the Internal Marketing Experience Drive internal communications, recognition programs, and culture-forward initiatives that support engagement and retention. Ensure brand consistency and clarity across company announcements, messaging, presentations, and events. Help shape how Sprague shows up-internally first, externally second. Balance Strategy with Execution Manage day-to-day marketing priorities while also contributing to 1-2 year strategic planning. Oversee company events (internal meetings, customer events, industry engagement) from concept to execution. Partner on RFPs, presentations, and select sales initiatives to support growth and positioning. Use Data to Drive Decisions Build and maintain dashboards, scorecards, and reporting that track performance, ROI, and impact. Translate data into insights leaders can act on-clearly, confidently, and credibly. Continuously optimize marketing efforts using analytics, benchmarks, and forecasting. Bring Order to Complexity Own marketing systems, workflows, and reporting cadence (CRM, automation tools, analytics). Establish scalable processes, documentation, and governance that help the team work smarter as Sprague grows. Manage vendor relationships with a strong focus on partnership, accountability, and results. Why Sprague? Sprague Pest Solutions has been protecting businesses for nearly a century-and we're still growing. You'll join a values-driven organization that cares deeply about service excellence, people development, and doing the right thing. This role offers: Real influence and visibility A leadership team that values partnership The opportunity to shape how marketing supports growth and culture A company that invests in its people and its future Competitive Salary: $100,000 - 105,000 plus annual bonus Excellent Benefits: Health, vision, dental, 401K, paid time off, and more All offers of employment are contingent upon a satisfactory motor vehicle record report that is checked annually. Sprague Pest Solutions is an Equal Opportunity employer and promotes diversity through a culture of inclusion and opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristics protected by law. We are a drug and smoke-free environment. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Requirements: What We're Looking For This role is less about flashy tactics and more about leadership, judgment, and influence. What you bring: 10+ years of marketing experience, with a strong foundation in analytics, performance management, and cross-functional collaboration. 5+ years of people leadership experience, with a track record of developing others. Exceptional relationship management and project management skills. Comfort operating as both a strategic thinker and hands-on leader. Experience with CRM platforms, marketing automation tools, analytics, and dashboards. Strong communication skills-you can synthesize complexity and make it clear. A practical, grounded leadership style that builds trust quickly. Bonus points if you: Have led internal marketing or employee engagement initiatives. Enjoy being the "connector" between teams. Are naturally curious, organized, and calm in ambiguity. Know how to guide others on platforms like LinkedIn, SEO, and B2B content strategy (without chasing every trend). Pre-Hire Screening Requirements: 5+ years Satisfactory Motor Vehicle Record Criminal Background Check: Federal, State, County Employment and Education verification DOT Physical with 5-Panel Drug Screen _ Detailed Job Description Position Title: Marketing Manager Department: Marketing Reports To: Director of Marketing FLSA Status: Non-Exempt EEOC Class: Professionals Salary: $100,000-110,000 annually plus incentives Position Summary: The Marketing Manager is a leader responsible for strengthening the company's brand, internal and external communications, elevating team member engagement and retention, and ensuring marketing programs align closely with executive leadership and business priorities. This role guides strategic planning within the marketing team, and manages external vendor relationships while delivering high-impact branding, events, and internal marketing initiatives. This individual partners closely with senior management to translate company vision into cohesive marketing strategies that support growth, culture, and long-term brand equity. The ideal candidate is a collaborative leader, strong communicator, and thoughtful strategist who can balance creativity, operational excellence, and people leadership. Essential Duties & Responsibilities: Team Leadership & Engagement Own all internal and external communications including press releases, blogs, case studies and company announcements. Lead, mentor, and develop the marketing team, fostering a culture of accountability, collaboration, and continuous improvement. Support team member engagement and retention by creating clear priorities, development opportunities, and a strong sense of purpose. Establish goals, performance expectations, and feedback rhythms that help team members grow and succeed. Act as a trusted partner to leadership on internal communications and initiatives that reinforce culture and employee experience. Data, Analytics & Performance Management Develop and maintain marketing dashboards, reports, and scorecards to track KPIs, ROI, pipeline impact, conversion rates, and campaign performance. Analyze multi-channel marketing performance (digital, email, web, paid media, events, CRM, etc.) to identify trends, opportunities, and risks. Translate performance data into clear insights and recommendations for leadership and cross-functional teams. Establish benchmarks, forecasting models, and performance targets to guide planning and budgeting. Continuously optimize campaigns and spend based on data-driven insights. Strategy & Optimization Partner with Sales, Operations, HR, and Finance to ensure marketing efforts support growth, retention, and organizational alignment. Present marketing plans, progress, and outcomes to leadership with clarity and strategic context. Serve as a key voice in planning discussions related to brand, culture, and market positioning Events & Branding Management Own the strategy, planning, and execution of company events, including internal meetings, customer events, and industry engagement. Manage event calendars, budgets, logistics, vendors, and post-event evaluation. Ensure events reflect brand standards, deliver meaningful experiences, and support business and culture objectives. Collaborate with leadership and cross-functional teams to maximize the impact of events across audiences. Process, Systems & Governance Own marketing systems and reporting workflows (CRM, marketing automation, analytics platforms). Establish standardized processes for campaign tracking, documentation, reporting cadence, and data hygiene. Ensure compliance with data privacy . click apply for full job details
Mortgage Advisor-CGS
Weichert, Realtors Morris Plains, New Jersey
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
04/16/2026
Full time
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Director of Advancement
Girls Scouts - Arizona Cactus Pine Council Phoenix, Arizona
Summary/Objective: The Director of Advancement is a seasoned fundraising professional responsible for leading strategies that drive revenue across individual giving, institutional giving, and events. This role manages a donor portfolio, oversees grant seeking and proposal development, ensures stewardship excellence, and integrates event strategy into the broader cultivation plan. The Director of Advancement collaborates closely with the Senior Director to meet annual and long-term fundraising goals, strengthen donor engagement systems, and support post-award grant management requirements. Reports to: Senior Director of Advancement FLSA Status: Exempt Essential Functions: Fundraising & Portfolio Management Manage a portfolio of individual, corporate, and foundation donors with clear revenue and activity metrics. Lead cultivation, solicitation, and stewardship efforts across donor segments. Initiate donor meetings, conduct site visits, and steward relationships to deepen engagement. Develop compelling donor-facing materials: proposals, stewardship reports, sponsorship packets, and impact communications. Institutional Giving (Grants & Foundations) Identify institutional funding prospects and support strategy for grant seeking. Lead or oversee LOI and proposal development in partnership with Programs, Finance, and MarCom. Ensure complete, accurate post-award management, including reporting deadlines, grant documentation, and funder stewardship. Maintain strong relationships with foundation program officers and corporate philanthropic contacts. Stewardship & Donor Communications Oversee stewardship systems to ensure timely and meaningful donor touchpoints. Partner with MarCom to ensure impact stories, donor recognition, and reports are aligned and high-quality. Strengthen donor retention through consistent, mission-focused communications. Events Strategy Lead Badge Bash strategy and execution in alignment with cultivation goals. Develop mission-forward donor engagement opportunities beyond signature events. Ensure ROI tracking, documentation, and post-event follow-up plans are completed. Cross-Functional Collaboration Work closely with Finance on budgets, reconciliations, and post-award grant management. Partner with Programs to align donor messaging with impact. Collaborate with MarCom on donor communications, stewardship materials, and event promotions. Leadership & Accountability Establish and monitor fundraising activity expectations for the team. Provide coaching and strategic guidance to Advancement staff. Ensure consistent CRM usage, documentation, and adherence to SOPs. Performs other related duties as needed Required Education and Experience: 7-10 years of progressively responsible fundraising experience, including frontline donor engagement and portfolio management. Demonstrated success in institutional giving, including: Grant seeking Grant proposal development Post-award management and reporting Experience with major gifts, corporate partnerships, and donor-centered stewardship. Strong writing, communication, and relationship-building skills. Experience supervising or providing strategic guidance to staff preferred. Familiarity with Raiser's Edge and/or Salesforce strongly preferred. Bachelor's degree or equivalent related work/volunteer experience. Behavior consistent with the core competencies, core values, and beliefs of the organization Physical Demands: Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2 hours per day. Ability to lift a minimum of 25 pounds without difficulty Ability to climb stairs PI79c5f5-
04/16/2026
Full time
Summary/Objective: The Director of Advancement is a seasoned fundraising professional responsible for leading strategies that drive revenue across individual giving, institutional giving, and events. This role manages a donor portfolio, oversees grant seeking and proposal development, ensures stewardship excellence, and integrates event strategy into the broader cultivation plan. The Director of Advancement collaborates closely with the Senior Director to meet annual and long-term fundraising goals, strengthen donor engagement systems, and support post-award grant management requirements. Reports to: Senior Director of Advancement FLSA Status: Exempt Essential Functions: Fundraising & Portfolio Management Manage a portfolio of individual, corporate, and foundation donors with clear revenue and activity metrics. Lead cultivation, solicitation, and stewardship efforts across donor segments. Initiate donor meetings, conduct site visits, and steward relationships to deepen engagement. Develop compelling donor-facing materials: proposals, stewardship reports, sponsorship packets, and impact communications. Institutional Giving (Grants & Foundations) Identify institutional funding prospects and support strategy for grant seeking. Lead or oversee LOI and proposal development in partnership with Programs, Finance, and MarCom. Ensure complete, accurate post-award management, including reporting deadlines, grant documentation, and funder stewardship. Maintain strong relationships with foundation program officers and corporate philanthropic contacts. Stewardship & Donor Communications Oversee stewardship systems to ensure timely and meaningful donor touchpoints. Partner with MarCom to ensure impact stories, donor recognition, and reports are aligned and high-quality. Strengthen donor retention through consistent, mission-focused communications. Events Strategy Lead Badge Bash strategy and execution in alignment with cultivation goals. Develop mission-forward donor engagement opportunities beyond signature events. Ensure ROI tracking, documentation, and post-event follow-up plans are completed. Cross-Functional Collaboration Work closely with Finance on budgets, reconciliations, and post-award grant management. Partner with Programs to align donor messaging with impact. Collaborate with MarCom on donor communications, stewardship materials, and event promotions. Leadership & Accountability Establish and monitor fundraising activity expectations for the team. Provide coaching and strategic guidance to Advancement staff. Ensure consistent CRM usage, documentation, and adherence to SOPs. Performs other related duties as needed Required Education and Experience: 7-10 years of progressively responsible fundraising experience, including frontline donor engagement and portfolio management. Demonstrated success in institutional giving, including: Grant seeking Grant proposal development Post-award management and reporting Experience with major gifts, corporate partnerships, and donor-centered stewardship. Strong writing, communication, and relationship-building skills. Experience supervising or providing strategic guidance to staff preferred. Familiarity with Raiser's Edge and/or Salesforce strongly preferred. Bachelor's degree or equivalent related work/volunteer experience. Behavior consistent with the core competencies, core values, and beliefs of the organization Physical Demands: Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2 hours per day. Ability to lift a minimum of 25 pounds without difficulty Ability to climb stairs PI79c5f5-
Essentia Health
Program Director- Foundation Relations
Essentia Health Duluth, Minnesota
Job Description: The Director of Foundation Relations will lead and grow a comprehensive foundation fundraising program to advance Essentia Health's mission of providing high-quality, compassionate care, especially in rural communities across the upper Midwest. This position is responsible for designing and implementing a strategic grants and foundation relations plan, cultivating relationships with private and public foundations, managing a robust grants pipeline, and partnering across departments to align philanthropic opportunities with organizational priorities.This leader will collaborate closely with program staff, the Finance team, and senior Foundation leadership to ensure successful proposal development, stewardship, and impact reporting. The Director will also play a critical role in campaign readiness and sustainability, contributing to long-term revenue growth and mission-aligned institutional investment. Education Qualifications: Key Responsibilities: Strategy and Leadership: Lead the implementation of Essentia's Grants and Foundation Relations Plan, with clear milestones and metrics for success. Maintain an in-depth knowledge of institutional funding priorities, needs and accomplishments, collaborating with leadership to prioritize projects and build a system-wide pipeline of fundable initiatives. Foundation Portfolio Management: Identify, qualify, and cultivate relationships with local, regional, and national foundation funders aligned with Essentia's mission (e.g., workforce development, rural health, behavioral health, innovation). Build and manage a diverse portfolio of 40-60 active and high-potential foundations; ensure timely submission of letters of inquiry, proposals, and reports. Lead the development of customized, compelling proposal content in collaboration with clinical and administrative staff. Internal Coordination and Collaboration: Partner with Finance to ensure grant proposals and budgets are accurate, compliant, and aligned with financial systems. Serve as a liaison to clinical and operational leaders to surface project needs, align funding priorities, and communicate grant expectations. Grants Management and Reporting: Oversee centralized tracking of grant deadlines, submissions, outcomes, and funder stewardship activities using a CRM or grant management platform. Implement quarterly reporting on performance, grant revenue, and portfolio diversification for internal stakeholders and the Essentia Health Leadership Team (EHLT). Ensure compliance with grant terms and timely submission of required documentation and impact reports. Education Requirement: Bachelor's degree Required Qualifications: Minimum 3-5 years of experience in grant writing and institutional fundraising, with a successful track record of securing six- and seven-figure gifts Demonstrated success cultivating and stewarding relationships with foundation program officers Proven experience developing and executing strategic fundraising plans tied to measurable outcomes Preferred Qualifications: Deep understanding of the philanthropic landscape in healthcare, rural health, or public health preferred Certified Fundraising Executive (CFRE) certification Master's degree in public health, Public Policy, Nonprofit Management, or related field Employee Benefits at Essentia Health: At Essentia Health, we're committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs. We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest in your professional development through training, tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary. For full details, refer to your benefit summary or contact our HR Service Center at . Job Location: Building D - Miller Dwan Medical Center - EH Duluth Shift Rotation: Day Rotation (United States of America) Shift Start/End: / Hours Per Pay Period: 80 Compensation Range: $77168 - $115752 / year Union: FTE: 1 Weekends: Call Obligations: Sign On Bonus:
04/15/2026
Full time
Job Description: The Director of Foundation Relations will lead and grow a comprehensive foundation fundraising program to advance Essentia Health's mission of providing high-quality, compassionate care, especially in rural communities across the upper Midwest. This position is responsible for designing and implementing a strategic grants and foundation relations plan, cultivating relationships with private and public foundations, managing a robust grants pipeline, and partnering across departments to align philanthropic opportunities with organizational priorities.This leader will collaborate closely with program staff, the Finance team, and senior Foundation leadership to ensure successful proposal development, stewardship, and impact reporting. The Director will also play a critical role in campaign readiness and sustainability, contributing to long-term revenue growth and mission-aligned institutional investment. Education Qualifications: Key Responsibilities: Strategy and Leadership: Lead the implementation of Essentia's Grants and Foundation Relations Plan, with clear milestones and metrics for success. Maintain an in-depth knowledge of institutional funding priorities, needs and accomplishments, collaborating with leadership to prioritize projects and build a system-wide pipeline of fundable initiatives. Foundation Portfolio Management: Identify, qualify, and cultivate relationships with local, regional, and national foundation funders aligned with Essentia's mission (e.g., workforce development, rural health, behavioral health, innovation). Build and manage a diverse portfolio of 40-60 active and high-potential foundations; ensure timely submission of letters of inquiry, proposals, and reports. Lead the development of customized, compelling proposal content in collaboration with clinical and administrative staff. Internal Coordination and Collaboration: Partner with Finance to ensure grant proposals and budgets are accurate, compliant, and aligned with financial systems. Serve as a liaison to clinical and operational leaders to surface project needs, align funding priorities, and communicate grant expectations. Grants Management and Reporting: Oversee centralized tracking of grant deadlines, submissions, outcomes, and funder stewardship activities using a CRM or grant management platform. Implement quarterly reporting on performance, grant revenue, and portfolio diversification for internal stakeholders and the Essentia Health Leadership Team (EHLT). Ensure compliance with grant terms and timely submission of required documentation and impact reports. Education Requirement: Bachelor's degree Required Qualifications: Minimum 3-5 years of experience in grant writing and institutional fundraising, with a successful track record of securing six- and seven-figure gifts Demonstrated success cultivating and stewarding relationships with foundation program officers Proven experience developing and executing strategic fundraising plans tied to measurable outcomes Preferred Qualifications: Deep understanding of the philanthropic landscape in healthcare, rural health, or public health preferred Certified Fundraising Executive (CFRE) certification Master's degree in public health, Public Policy, Nonprofit Management, or related field Employee Benefits at Essentia Health: At Essentia Health, we're committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs. We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest in your professional development through training, tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary. For full details, refer to your benefit summary or contact our HR Service Center at . Job Location: Building D - Miller Dwan Medical Center - EH Duluth Shift Rotation: Day Rotation (United States of America) Shift Start/End: / Hours Per Pay Period: 80 Compensation Range: $77168 - $115752 / year Union: FTE: 1 Weekends: Call Obligations: Sign On Bonus:
Jobot
Director of Revenue Operations
Jobot
Revenue Operations experience required SaaS industry experience is a plus This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are seeking a Director of Revenue Operations to lead and scale a high-growth company's go-to-market engine. This role will drive strategy, systems, and insights across Sales, Marketing, Customer Success, and Finance to improve revenue performance and operational efficiency. You will partner cross-functionally to build a unified operating framework that enables consistent execution and supports growth at scale. With a focus on AI and automation, you will design workflows that equip teams with the data and tools needed to move faster, make better decisions, and increase productivity. This is a high-impact opportunity to shape how the organization drives and measures revenue. Why join us? Flexible work environment with a focus on outcomes Opportunity to collaborate with an experienced team building widely used, high-impact products Strong potential for career growth in a scaling organization Culture rooted in recognition, ownership, and continuous improvement Equity participation for all employees Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) Additional wellness benefits, including coverage for pet care Job Details Responsibilities: Develop and execute a comprehensive revenue operations strategy aligned to business objectives Build and optimize an AI-enabled GTM operating model to improve pipeline generation, deal velocity, and customer retention Own and manage the full GTM tech stack, including CRM, sales engagement, and marketing automation tools, ensuring data integrity, system governance, and adoption Partner with Customer Success to enhance retention and expansion strategies and maximize customer lifetime value Analyze revenue performance metrics and deliver actionable insights to improve forecasting and decision-making Establish best practices that align Sales, Marketing, and Customer Success teams Drive cross-functional collaboration to support revenue growth initiatives Create dashboards and reporting for executive leadership, translating data into clear recommendations Requirements: Bachelor's degree in Business, Finance, Marketing, or related field; MBA preferred 8+ years of experience in revenue operations, sales operations, or a related function, ideally within SaaS Strong understanding of go-to-market functions and experience working cross-functionally Deep expertise with CRM systems, particularly Salesforce, and marketing automation platforms Experience supporting multiple GTM motions, including demand generation, account-based marketing, and partnerships Proven leadership ability with experience building or mentoring high-performing teams Background in forecasting, financial modeling, compensation planning, and reporting Ability to manage multiple priorities in a fast-paced environment Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
Revenue Operations experience required SaaS industry experience is a plus This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are seeking a Director of Revenue Operations to lead and scale a high-growth company's go-to-market engine. This role will drive strategy, systems, and insights across Sales, Marketing, Customer Success, and Finance to improve revenue performance and operational efficiency. You will partner cross-functionally to build a unified operating framework that enables consistent execution and supports growth at scale. With a focus on AI and automation, you will design workflows that equip teams with the data and tools needed to move faster, make better decisions, and increase productivity. This is a high-impact opportunity to shape how the organization drives and measures revenue. Why join us? Flexible work environment with a focus on outcomes Opportunity to collaborate with an experienced team building widely used, high-impact products Strong potential for career growth in a scaling organization Culture rooted in recognition, ownership, and continuous improvement Equity participation for all employees Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) Additional wellness benefits, including coverage for pet care Job Details Responsibilities: Develop and execute a comprehensive revenue operations strategy aligned to business objectives Build and optimize an AI-enabled GTM operating model to improve pipeline generation, deal velocity, and customer retention Own and manage the full GTM tech stack, including CRM, sales engagement, and marketing automation tools, ensuring data integrity, system governance, and adoption Partner with Customer Success to enhance retention and expansion strategies and maximize customer lifetime value Analyze revenue performance metrics and deliver actionable insights to improve forecasting and decision-making Establish best practices that align Sales, Marketing, and Customer Success teams Drive cross-functional collaboration to support revenue growth initiatives Create dashboards and reporting for executive leadership, translating data into clear recommendations Requirements: Bachelor's degree in Business, Finance, Marketing, or related field; MBA preferred 8+ years of experience in revenue operations, sales operations, or a related function, ideally within SaaS Strong understanding of go-to-market functions and experience working cross-functionally Deep expertise with CRM systems, particularly Salesforce, and marketing automation platforms Experience supporting multiple GTM motions, including demand generation, account-based marketing, and partnerships Proven leadership ability with experience building or mentoring high-performing teams Background in forecasting, financial modeling, compensation planning, and reporting Ability to manage multiple priorities in a fast-paced environment Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

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