Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview This position will be expected to lead pricing for key CP&H pharmaceutical distribution deals. Lead pricing analysis & pricing strategy for: Large and Strategic Independent Pharmacy Customers, National and Regional Independent Retail Pharmacy Buying Groups, Long Term Care, Specialty, and other Alternate Site Pharmacies. THIS IS AN INDIVIDUAL CONTRIBUTOR ROLE Key Responsibilities The ideal Pricing Manager identifies opportunities to optimize profitability through strategic pricing, solves problems analytically, manages multiple priorities, and builds strong relationships both internally and externally Proposes and implements pricing recommendations by understanding key drivers to reach margin optimization and incorporating various factors, such as market dynamics, competitor trends, and customer feedback into strategic pricing models and insights Leads the design of scenario-based pricing models to accommodate various contracting, regulatory, or risk-sharing frameworks Engages with Sales to better understand customer concerns, product usage, competitive intelligence, and market insights Partners with Sales as key finance SME, giving clear, fact-based recommendations in a timely manner, communicating actively through various channels Owns and manages individual opportunity pipeline with strong organization, time-management, and documentation, setting expectations with others with respect to getting their deals through key milestones, meeting deadlines, and balancing priorities Interfaces with Sr. Management and various executives on deal reviews and profitability analysis Participates in customer negotiations and customer business reviews periodically, providing recurring and ad hoc customer analysis to support the CP&H segment Identifies opportunities for business development and support special projects in CP&H segment Minimum Requirement Degree and typically requires 7+ years of relevant experience. Education 4-year degree in finance or related field or equivalent experience Critical Skills 7+ years business experience strongly preferred in Financial Analysis, Pricing, and/or Sales Support, preferably in the pharmaceutical or drug wholesale industries and demonstrated leadership skills Advanced Microsoft Excel and experience using Excel for ad-hoc analysis. Strong analytical skills with experience creating and manipulating free form financial models using large datasets. Strong analytical thought process that allows for the formulation of a hypothesis, an understanding of the data required to analyze the hypothesis, ability to gather the data, and the ability to interpret the data. Complete financial modeling based on current market conditions, forecasted growth trends, and predictions in costs, margins, and pricing strategy. This includes pressure testing multiple scenarios and tracking iterations of models. Curiosity and a strategic mindset - this role will focus on learning our products, customer needs, dynamic markets, common vs. niche economic drivers, creating mutual solutions, and best practices among industry leaders. Ability to manage their own projects and model deals independently while hitting milestones and deadlines with strong communication skills with stakeholders. Consolidate the output of models into clear summaries and clear recommendations for sales partners, customers, and executives - both written and oral. Strong communication skills especially in verbal and written communication to senior management. Proven success in building effective business partnerships with the ability to influence decision-makers. Additional Knowledge & Skills Data and/or Financial Reconciliation experience strongly needed Strategic Finance, Project/Contract Valuation, Profitability Analysis, Deal Desk experience strongly preferred Knowledge of McKesson's operations, programs and selling strategies is highly preferred SQL experience is a plus SAP COPA experience is a plus. PowerBI experience is a plus. Ability to navigate through complex issues, interpret and transform financial data into recommendations to senior leadership Business development in the pharmaceutical wholesaling industry is preferred Ability to think logically and analytically, problem-solve, build consensus, and lead initiatives Highly organized with the ability to multitask and prioritize workload Demonstrated ability to influence individuals and exercise good judgment in a fast-paced decision-making environment is required Strong interpersonal skills Being able to work collaboratively with others Ability to perform and deliver quality results within a highly matrix environment Strong diplomatic skills with an ability to consistently think on your feet Self-motivated, extremely organized, and capable of handling multiple initiatives Excellent data analysis skills with a thorough eye for detail Salary: 102 300.00 USD Annual with 15% MIP Approx. targeted budgeted salary between 123K-137K with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview This position will be expected to lead pricing for key CP&H pharmaceutical distribution deals. Lead pricing analysis & pricing strategy for: Large and Strategic Independent Pharmacy Customers, National and Regional Independent Retail Pharmacy Buying Groups, Long Term Care, Specialty, and other Alternate Site Pharmacies. THIS IS AN INDIVIDUAL CONTRIBUTOR ROLE Key Responsibilities The ideal Pricing Manager identifies opportunities to optimize profitability through strategic pricing, solves problems analytically, manages multiple priorities, and builds strong relationships both internally and externally Proposes and implements pricing recommendations by understanding key drivers to reach margin optimization and incorporating various factors, such as market dynamics, competitor trends, and customer feedback into strategic pricing models and insights Leads the design of scenario-based pricing models to accommodate various contracting, regulatory, or risk-sharing frameworks Engages with Sales to better understand customer concerns, product usage, competitive intelligence, and market insights Partners with Sales as key finance SME, giving clear, fact-based recommendations in a timely manner, communicating actively through various channels Owns and manages individual opportunity pipeline with strong organization, time-management, and documentation, setting expectations with others with respect to getting their deals through key milestones, meeting deadlines, and balancing priorities Interfaces with Sr. Management and various executives on deal reviews and profitability analysis Participates in customer negotiations and customer business reviews periodically, providing recurring and ad hoc customer analysis to support the CP&H segment Identifies opportunities for business development and support special projects in CP&H segment Minimum Requirement Degree and typically requires 7+ years of relevant experience. Education 4-year degree in finance or related field or equivalent experience Critical Skills 7+ years business experience strongly preferred in Financial Analysis, Pricing, and/or Sales Support, preferably in the pharmaceutical or drug wholesale industries and demonstrated leadership skills Advanced Microsoft Excel and experience using Excel for ad-hoc analysis. Strong analytical skills with experience creating and manipulating free form financial models using large datasets. Strong analytical thought process that allows for the formulation of a hypothesis, an understanding of the data required to analyze the hypothesis, ability to gather the data, and the ability to interpret the data. Complete financial modeling based on current market conditions, forecasted growth trends, and predictions in costs, margins, and pricing strategy. This includes pressure testing multiple scenarios and tracking iterations of models. Curiosity and a strategic mindset - this role will focus on learning our products, customer needs, dynamic markets, common vs. niche economic drivers, creating mutual solutions, and best practices among industry leaders. Ability to manage their own projects and model deals independently while hitting milestones and deadlines with strong communication skills with stakeholders. Consolidate the output of models into clear summaries and clear recommendations for sales partners, customers, and executives - both written and oral. Strong communication skills especially in verbal and written communication to senior management. Proven success in building effective business partnerships with the ability to influence decision-makers. Additional Knowledge & Skills Data and/or Financial Reconciliation experience strongly needed Strategic Finance, Project/Contract Valuation, Profitability Analysis, Deal Desk experience strongly preferred Knowledge of McKesson's operations, programs and selling strategies is highly preferred SQL experience is a plus SAP COPA experience is a plus. PowerBI experience is a plus. Ability to navigate through complex issues, interpret and transform financial data into recommendations to senior leadership Business development in the pharmaceutical wholesaling industry is preferred Ability to think logically and analytically, problem-solve, build consensus, and lead initiatives Highly organized with the ability to multitask and prioritize workload Demonstrated ability to influence individuals and exercise good judgment in a fast-paced decision-making environment is required Strong interpersonal skills Being able to work collaboratively with others Ability to perform and deliver quality results within a highly matrix environment Strong diplomatic skills with an ability to consistently think on your feet Self-motivated, extremely organized, and capable of handling multiple initiatives Excellent data analysis skills with a thorough eye for detail Salary: 102 300.00 USD Annual with 15% MIP Approx. targeted budgeted salary between 123K-137K with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Summary The Revenue Operations Manager, NAPD is responsible for driving predictable, disciplined revenue execution across a complex distribution sales environment. This role owns pipeline health, forecasting rigor, quota and capacity analytics, and revenue inspection across the NAPD sales lifecycle. The Revenue Operations Manager partners closely with NAPD Sales Leadership, Finance, Sales Enablement, and Salesforce Product teams to translate Salesforce-enabled selling into consistent execution, trusted forecasts, and decision-ready insights. This role is expected to proactively surface revenue risks, highlight performance drivers, and improve how the organization plans, inspects, and delivers revenue-not simply report on outcomes. This role offers location flexibility and is open to candidates across the United States. Candidates based in the Dallas-Fort Worth (DFW) area will be hired in a hybrid capacity. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. Key Responsibilities Pipeline, Funnel & Deal Health Own pipeline health diagnostics and inspection standards across NAPD sales motions, including national accounts and complex manufacturer-aligned opportunities Lead recurring Funnel Health Reviews, identifying risks related to coverage, conversion, velocity, and deal progression Establish and govern funnel hygiene standards to ensure accurate , reliable inspection in Salesforce F orecasting & Revenue Confidence Drive forecasting accuracy through disciplined inspection, trend analysis, and risk identification Provide executive-level pre-reads and insights that clearly articulate forecast confidence, upside, and risk drivers Surface early warning indicators tied to pipeline sufficiency, timing risk, and execution gaps Sales Performance KPIs Establish and govern a clear, consistent set of Sales Performance KPIs aligned to Revenue Operations objectives and NAPD revenue outcomes Define and maintain standard KPI definitions, calculation logic, data sources, and inspection thresholds to ensure consistency and trust across Sales, Finance, and Leadership Embed KPI review into regular sales operating rhythms (e.g., weekly funnel reviews, monthly business reviews, quarterly planning) in partnership with Sales Leadership Translate KPI trends and outliers into actionable insights, highlighting execution risks, opportunities, and implications for forecast confidence and revenue delivery Cross-Functional Partnership Partner with NAPD Sales Leadership to support data-driven decision making and execution discipline Partner with Business Insights team to define, prioritize, and operationalize Rev Ops dashboards and analytics tools Collaborate with Sales Enablement to identify coaching opportunities and behavior gaps impacting performance Align with Finance to reinforce plan-to-quota alignment and revenue confidence Provide clear business requirements and feedback to Salesforce Product and Business Insights teams to enhance Rev Ops and inspection tooling Operating Model & Continuous Improvement Reinforce a consistent sales operating model across NAPD segments and roles Identify opportunities to simplify, standardize, and improve revenue inspection processes Translate complex commercial data into clear, actionable narratives for senior leadership Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree or equivalent experience Critical Skills 7+ years of experience in Revenue Operations, Sales Operations, Sales Analytics, or a related commercial function Strong experience supporting pipeline management, forecasting, and revenue inspection in a complex B2B environment Advanced analytical skills with the ability to synthesize data into actionable insights Preferred Skills Experience in pharmaceutical distribution, healthcare, life sciences, or similarly complex commercial environments Experience supporting quota setting, capacity modeling, or coverage planning Deep familiarity with Salesforce reporting, dashboards, and inspection workflows Strong executive communication skills with the ability to influence across functions Comfort operating in high-scale, low-margin, high-complexity business models What Sets You Apart You focus on decisions and execution , not just metrics You proactively identify risks and opportunities before they surface in results You are comfortable challenging assumptions with data You thrive in complex, matrixed environments where clarity and discipline matter We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $114,200 - $190,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Summary The Revenue Operations Manager, NAPD is responsible for driving predictable, disciplined revenue execution across a complex distribution sales environment. This role owns pipeline health, forecasting rigor, quota and capacity analytics, and revenue inspection across the NAPD sales lifecycle. The Revenue Operations Manager partners closely with NAPD Sales Leadership, Finance, Sales Enablement, and Salesforce Product teams to translate Salesforce-enabled selling into consistent execution, trusted forecasts, and decision-ready insights. This role is expected to proactively surface revenue risks, highlight performance drivers, and improve how the organization plans, inspects, and delivers revenue-not simply report on outcomes. This role offers location flexibility and is open to candidates across the United States. Candidates based in the Dallas-Fort Worth (DFW) area will be hired in a hybrid capacity. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. Key Responsibilities Pipeline, Funnel & Deal Health Own pipeline health diagnostics and inspection standards across NAPD sales motions, including national accounts and complex manufacturer-aligned opportunities Lead recurring Funnel Health Reviews, identifying risks related to coverage, conversion, velocity, and deal progression Establish and govern funnel hygiene standards to ensure accurate , reliable inspection in Salesforce F orecasting & Revenue Confidence Drive forecasting accuracy through disciplined inspection, trend analysis, and risk identification Provide executive-level pre-reads and insights that clearly articulate forecast confidence, upside, and risk drivers Surface early warning indicators tied to pipeline sufficiency, timing risk, and execution gaps Sales Performance KPIs Establish and govern a clear, consistent set of Sales Performance KPIs aligned to Revenue Operations objectives and NAPD revenue outcomes Define and maintain standard KPI definitions, calculation logic, data sources, and inspection thresholds to ensure consistency and trust across Sales, Finance, and Leadership Embed KPI review into regular sales operating rhythms (e.g., weekly funnel reviews, monthly business reviews, quarterly planning) in partnership with Sales Leadership Translate KPI trends and outliers into actionable insights, highlighting execution risks, opportunities, and implications for forecast confidence and revenue delivery Cross-Functional Partnership Partner with NAPD Sales Leadership to support data-driven decision making and execution discipline Partner with Business Insights team to define, prioritize, and operationalize Rev Ops dashboards and analytics tools Collaborate with Sales Enablement to identify coaching opportunities and behavior gaps impacting performance Align with Finance to reinforce plan-to-quota alignment and revenue confidence Provide clear business requirements and feedback to Salesforce Product and Business Insights teams to enhance Rev Ops and inspection tooling Operating Model & Continuous Improvement Reinforce a consistent sales operating model across NAPD segments and roles Identify opportunities to simplify, standardize, and improve revenue inspection processes Translate complex commercial data into clear, actionable narratives for senior leadership Minimum Requirement Degree or equivalent and typically requires 7+ years of relevant experience. Education Bachelor's degree or equivalent experience Critical Skills 7+ years of experience in Revenue Operations, Sales Operations, Sales Analytics, or a related commercial function Strong experience supporting pipeline management, forecasting, and revenue inspection in a complex B2B environment Advanced analytical skills with the ability to synthesize data into actionable insights Preferred Skills Experience in pharmaceutical distribution, healthcare, life sciences, or similarly complex commercial environments Experience supporting quota setting, capacity modeling, or coverage planning Deep familiarity with Salesforce reporting, dashboards, and inspection workflows Strong executive communication skills with the ability to influence across functions Comfort operating in high-scale, low-margin, high-complexity business models What Sets You Apart You focus on decisions and execution , not just metrics You proactively identify risks and opportunities before they surface in results You are comfortable challenging assumptions with data You thrive in complex, matrixed environments where clarity and discipline matter We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $114,200 - $190,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Manager, Pricing & Business Development is a strategic people leader responsible for advancing modern, scalable pricing strategies while delivering measurable financial impact across the business-grounded in a deep, practical understanding of health system customer economics. This leader operates with a transformation mindset-moving the organization from manual, fragmented processes to standardized, model driven pricing and deal support that scales. The role partners closely with Sales, Finance, Legal, and Insights teams to build and operationalize customer models that directly inform pricing strategy, targeting, and negotiation. Key Responsibilities Modern Pricing & Business Development Leadership Lead the development and execution of pricing strategies that drive profitable growth, improve deal quality, and support new and existing business development. Translate complex customer, product, and market dynamics into clear pricing recommendations that balance competitiveness, risk, and margin. Own pricing outcomes across core customers, with accountability for financial performance and economic value realization. Scalable Tools & Technology Enablement Champion adoption and evolution of modern pricing tools, including Product Level Model (PLM) and Power BI, to operationalize health system customer models and replace manual processes-improving speed, accuracy, and consistency. Partner with insights, technology, and analytics teams to embed customer model insights directly into pricing (e.g., segmentation, comparable customers, scenario impacts), enabling repeatable self service decision support at scale. Advance the use of AI assisted and Copilot style tools to reduce administrative burden, accelerate customer scenario modeling, and improve deal decisions. Health System Customer Modeling & Insight Driven Decisions Establish customer modeling as a core component of pricing and business development-not an overlay-by integrating segmentation, contract considerations, and scenario simulations into day-to-day execution. Ensure model outputs translate into clear actions (e.g., target price corridors, give/get tradeoffs, and recommended deal structures) aligned to defined business questions and health system customer behaviors. Set and manage success metrics to track customer model quality, field adoption, and measurable impact on margin, win rate, and deal cycle time. Measurable Financial Impact Drive clear, quantified financial outcomes including margin improvement, revenue growth, risk mitigation, and productivity gains. Partner with Sales and Finance to ensure transparency, rigor, and credibility in pricing economics. Autonomous, Transformation Oriented People Leadership Lead, coach, and develop a team of pricing professionals, fostering accountability, ownership, and continuous improvement. Empower individual contributors to operate autonomously within clear guardrails, reducing dependency on escalations and manual reviews. Model change leadership by challenging legacy ways of working, prioritizing simplification, and driving adoption of new tools and processes. Minimum Requirement Degree or equivalent experience. Typically requires 9+ years of professional experience and 1+ years of supervisory and/or management experience. Qualifications & Experience 9+ years of experience in pricing, finance, analytics, or business development within complex, matrixed organizations. Proven people leader with experience building, developing, and scaling high performing teams. Demonstrated success leading transformation initiatives, including technology adoption, process redesign, and analytics enablement. Strong financial acumen with the ability to translate data into business decisions and measurable outcomes. Advanced experience with Power BI, pricing models, and data driven decision tools; familiarity with PLM or similar pricing platforms strongly preferred. Executive presence and the ability to influence senior stakeholders across Pricing, Sales, Finance, and Legal. What Success Looks Like Pricing teams operate with modern, scalable tools and customer models that reduce manual effort and enable faster, higher quality decisions. Teams are empowered, accountable, and focused on continuous improvement. Pricing is viewed as a strategic growth lever-not just a transactional function-across the organization. This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $113,800 - $189,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Manager, Pricing & Business Development is a strategic people leader responsible for advancing modern, scalable pricing strategies while delivering measurable financial impact across the business-grounded in a deep, practical understanding of health system customer economics. This leader operates with a transformation mindset-moving the organization from manual, fragmented processes to standardized, model driven pricing and deal support that scales. The role partners closely with Sales, Finance, Legal, and Insights teams to build and operationalize customer models that directly inform pricing strategy, targeting, and negotiation. Key Responsibilities Modern Pricing & Business Development Leadership Lead the development and execution of pricing strategies that drive profitable growth, improve deal quality, and support new and existing business development. Translate complex customer, product, and market dynamics into clear pricing recommendations that balance competitiveness, risk, and margin. Own pricing outcomes across core customers, with accountability for financial performance and economic value realization. Scalable Tools & Technology Enablement Champion adoption and evolution of modern pricing tools, including Product Level Model (PLM) and Power BI, to operationalize health system customer models and replace manual processes-improving speed, accuracy, and consistency. Partner with insights, technology, and analytics teams to embed customer model insights directly into pricing (e.g., segmentation, comparable customers, scenario impacts), enabling repeatable self service decision support at scale. Advance the use of AI assisted and Copilot style tools to reduce administrative burden, accelerate customer scenario modeling, and improve deal decisions. Health System Customer Modeling & Insight Driven Decisions Establish customer modeling as a core component of pricing and business development-not an overlay-by integrating segmentation, contract considerations, and scenario simulations into day-to-day execution. Ensure model outputs translate into clear actions (e.g., target price corridors, give/get tradeoffs, and recommended deal structures) aligned to defined business questions and health system customer behaviors. Set and manage success metrics to track customer model quality, field adoption, and measurable impact on margin, win rate, and deal cycle time. Measurable Financial Impact Drive clear, quantified financial outcomes including margin improvement, revenue growth, risk mitigation, and productivity gains. Partner with Sales and Finance to ensure transparency, rigor, and credibility in pricing economics. Autonomous, Transformation Oriented People Leadership Lead, coach, and develop a team of pricing professionals, fostering accountability, ownership, and continuous improvement. Empower individual contributors to operate autonomously within clear guardrails, reducing dependency on escalations and manual reviews. Model change leadership by challenging legacy ways of working, prioritizing simplification, and driving adoption of new tools and processes. Minimum Requirement Degree or equivalent experience. Typically requires 9+ years of professional experience and 1+ years of supervisory and/or management experience. Qualifications & Experience 9+ years of experience in pricing, finance, analytics, or business development within complex, matrixed organizations. Proven people leader with experience building, developing, and scaling high performing teams. Demonstrated success leading transformation initiatives, including technology adoption, process redesign, and analytics enablement. Strong financial acumen with the ability to translate data into business decisions and measurable outcomes. Advanced experience with Power BI, pricing models, and data driven decision tools; familiarity with PLM or similar pricing platforms strongly preferred. Executive presence and the ability to influence senior stakeholders across Pricing, Sales, Finance, and Legal. What Success Looks Like Pricing teams operate with modern, scalable tools and customer models that reduce manual effort and enable faster, higher quality decisions. Teams are empowered, accountable, and focused on continuous improvement. Pricing is viewed as a strategic growth lever-not just a transactional function-across the organization. This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $113,800 - $189,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
07/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. 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.
MinistryHub is honored to partner with Decision Point in their search for a Chief Advancement Officer. Please direct all applications through MinistryHub and any inquiries to . Remote (Preferred: Chicago, Dallas, or Nashville) Is This The Opportunity For You? Are you deeply motivated by seeing students come to know Jesus and grow in bold faith? Do you have a proven ability to build meaningful donor relationships that fuel mission-driven growth? Are you a builder - someone who thrives on expanding vision, pursuing new opportunities, and mobilizing others toward lasting impact? About Decision Point Decision Point exists to proclaim the gospel to the next generation - equipping and empowering students to reach their peers for Christ on public school campuses. Through student leadership, local church partnership, and community engagement, Decision Point is helping catalyze movements of evangelism and discipleship across the country. Last year alone, over 3,700 students made decisions for Christ through this ministry, and we are trusting God for even greater impact in the years ahead. Our work is grounded in Scripture, fueled by prayer, and centered on the belief that students can be powerful witnesses for the gospel in their schools and communities. The Opportunity The Chief Advancement Officer (CAO) will play a vital role in fueling the mission of Decision Point by building and strengthening the financial partnerships that make this work possible. This is a strategic and relational leadership role for someone who is both mission-driven and growth-oriented - a leader who can expand the organization's funding base, cultivate transformational donor relationships, and help shape the future of advancement at Decision Point. While this role does not directly oversee a large team, it carries significant influence: coaching staff, supporting fundraising efforts across the organization, and working closely with executive leadership to drive meaningful growth. Your Impact As Chief Advancement Officer, you will: Build and Expand Financial Partnerships Develop and manage a portfolio of key donors and prospective partners Cultivate long-term, transformational relationships with individuals, churches, and business leaders Actively pursue new partnerships and expand Decision Point's national network of support Personally engage donors through meetings, events, and ongoing communication Lead Advancement Strategy and Growth Develop and execute annual and multi-year fundraising strategies aligned with organizational goals Translate long-range vision into clear, actionable plans with measurable outcomes Track progress against fundraising goals and adjust strategy as needed to drive growth Partner closely with the President/CEO and leadership team to advance mission priorities Strengthen Organizational Fundraising Capacity Coach and support staff in their personal fundraising efforts Provide guidance and preparation for key donor meetings and opportunities Evaluate overall fundraising effectiveness and recommend improvements Contribute to a culture of ownership, accountability, and mission alignment across the team Oversee Fundraising Events and Engagement Provide leadership for key fundraising initiatives, including: Decision Point Summit Banquets and major donor gatherings Smaller, strategic events to engage new partners Ensure events are well-executed, missionally aligned, and effective in building relationships Advance Operations and Communication Monitor and report on fundraising performance to senior leadership and the board Support advancement communications and donor engagement strategies Assist with budgeting and financial planning related to development efforts Represent Decision Point at events, churches, and key ministry gatherings nationwide Who You Are Spiritual Leadership & Calling A committed follower of Jesus with a clear passion for evangelism and reaching the next generation Actively involved in a local church A person of prayer, integrity, and spiritual maturity who lives a life above reproach Aligned with Decision Point's mission, values, and doctrinal convictions Experience & Capability Proven experience in fundraising, development, or advancement leadership Demonstrated track record of building and growing donor relationships Experience developing and executing successful fundraising strategies Strong organizational and strategic thinking skills Leadership & Relational Strengths A natural relationship-builder who connects easily and communicates with clarity and conviction Able to inspire others with the mission while remaining authentic and non-salesy A coach and encourager who helps others grow in confidence and effectiveness Entrepreneurial and proactive. Motivated to build, not simply maintain Role Details Full-time Primarily remote. Preferred locations include: Chicago, Dallas, or Nashville area Approximately 25% for donor meetings, events, and partner engagement Compensation & Benefits Salary Range: $120,000-$150,000, based on experience and track record Comprehensive benefits package Ready to Help Fuel Gospel Impact? If you are passionate about seeing students transformed by the Gospel and want to build the relationships and resources that make that possible, we would love to connect with you! Let's start the conversation.
07/26/2026
Full time
MinistryHub is honored to partner with Decision Point in their search for a Chief Advancement Officer. Please direct all applications through MinistryHub and any inquiries to . Remote (Preferred: Chicago, Dallas, or Nashville) Is This The Opportunity For You? Are you deeply motivated by seeing students come to know Jesus and grow in bold faith? Do you have a proven ability to build meaningful donor relationships that fuel mission-driven growth? Are you a builder - someone who thrives on expanding vision, pursuing new opportunities, and mobilizing others toward lasting impact? About Decision Point Decision Point exists to proclaim the gospel to the next generation - equipping and empowering students to reach their peers for Christ on public school campuses. Through student leadership, local church partnership, and community engagement, Decision Point is helping catalyze movements of evangelism and discipleship across the country. Last year alone, over 3,700 students made decisions for Christ through this ministry, and we are trusting God for even greater impact in the years ahead. Our work is grounded in Scripture, fueled by prayer, and centered on the belief that students can be powerful witnesses for the gospel in their schools and communities. The Opportunity The Chief Advancement Officer (CAO) will play a vital role in fueling the mission of Decision Point by building and strengthening the financial partnerships that make this work possible. This is a strategic and relational leadership role for someone who is both mission-driven and growth-oriented - a leader who can expand the organization's funding base, cultivate transformational donor relationships, and help shape the future of advancement at Decision Point. While this role does not directly oversee a large team, it carries significant influence: coaching staff, supporting fundraising efforts across the organization, and working closely with executive leadership to drive meaningful growth. Your Impact As Chief Advancement Officer, you will: Build and Expand Financial Partnerships Develop and manage a portfolio of key donors and prospective partners Cultivate long-term, transformational relationships with individuals, churches, and business leaders Actively pursue new partnerships and expand Decision Point's national network of support Personally engage donors through meetings, events, and ongoing communication Lead Advancement Strategy and Growth Develop and execute annual and multi-year fundraising strategies aligned with organizational goals Translate long-range vision into clear, actionable plans with measurable outcomes Track progress against fundraising goals and adjust strategy as needed to drive growth Partner closely with the President/CEO and leadership team to advance mission priorities Strengthen Organizational Fundraising Capacity Coach and support staff in their personal fundraising efforts Provide guidance and preparation for key donor meetings and opportunities Evaluate overall fundraising effectiveness and recommend improvements Contribute to a culture of ownership, accountability, and mission alignment across the team Oversee Fundraising Events and Engagement Provide leadership for key fundraising initiatives, including: Decision Point Summit Banquets and major donor gatherings Smaller, strategic events to engage new partners Ensure events are well-executed, missionally aligned, and effective in building relationships Advance Operations and Communication Monitor and report on fundraising performance to senior leadership and the board Support advancement communications and donor engagement strategies Assist with budgeting and financial planning related to development efforts Represent Decision Point at events, churches, and key ministry gatherings nationwide Who You Are Spiritual Leadership & Calling A committed follower of Jesus with a clear passion for evangelism and reaching the next generation Actively involved in a local church A person of prayer, integrity, and spiritual maturity who lives a life above reproach Aligned with Decision Point's mission, values, and doctrinal convictions Experience & Capability Proven experience in fundraising, development, or advancement leadership Demonstrated track record of building and growing donor relationships Experience developing and executing successful fundraising strategies Strong organizational and strategic thinking skills Leadership & Relational Strengths A natural relationship-builder who connects easily and communicates with clarity and conviction Able to inspire others with the mission while remaining authentic and non-salesy A coach and encourager who helps others grow in confidence and effectiveness Entrepreneurial and proactive. Motivated to build, not simply maintain Role Details Full-time Primarily remote. Preferred locations include: Chicago, Dallas, or Nashville area Approximately 25% for donor meetings, events, and partner engagement Compensation & Benefits Salary Range: $120,000-$150,000, based on experience and track record Comprehensive benefits package Ready to Help Fuel Gospel Impact? If you are passionate about seeing students transformed by the Gospel and want to build the relationships and resources that make that possible, we would love to connect with you! Let's start the conversation.
Cellebrite Title: Channel Account Manager - FSI Location: Tysons, VA, US Cellebrites (Nasdaq: CLBT) mission is to enable its global customers to protect and save lives by enhancing digital investigations and intelligence gathering to accelerate justice in communities around the world. CellebritesAI-powered portfolioenables customers to lawfully access, collect, analyze and share digital evidence in legally sanctioned investigations while preserving data privacy. Thousands of public safety organizations, intelligence agencies and businesses rely on Cellebrites digital forensic and investigative solutionsavailable via cloud, on-premises and hybrid deploymentsto close cases faster and safeguard communities. To learn more, visit , and find us on social Position Overview: Cellebrite is seeking a Systems Integrators Channel Manager to lead the development and expansion of strategic Systems Integrator (SI) partnerships across the United States, with a primary focus on supporting and growing our Federal business. This role will be critical in driving partner-led pipeline, enabling integrators to successfully deliver Cellebrites digital intelligence solutions, and expanding our presence across Federal, DoD, and civilian agencies. The ideal candidate brings deep experience working with System Integrators, strong knowledge of Federal procurement and investigative workflows, and a proven ability to drive revenue through partner ecosystems in regulated, mission-critical environments. Responsibilities: Channel & Systems Integrator Development Identify, recruit, and grow strategic U.S.-based Systems Integrators aligned to Cellebrites law enforcement and government mission Build executive and operational relationships within SI organizations, including sales, capture, delivery, and practice leaders Develop and execute joint business plans focused on digital intelligence, investigative solutions, and evidence workflows Federal Business Growth Support Cellebrites U.S. Federal go-to-market strategy through SI partnerships Collaborate with internal Federal sales, capture, and government affairs teams to align partners to active pursuits and long-term programs Enable partners to position Cellebrite solutions within Federal, DoD, and civilian agencies in compliance with lawful access, chain of custody, and evidentiary standards Assist partners in navigating Federal procurement processes, contract vehicles, and agency-specific requirements Go-to-Market & Revenue Execution Drive partner-sourced and partner-influenced pipeline and bookings Lead joint account planning and opportunity execution with SIs and Cellebrite sales teams Enable partners through training, certification, solution messaging, and technical enablement related to mobile and computer digital forensics and analytics platforms Cross-Functional Collaboration Work closely with Sales, Federal, Product, Marketing, and Customer Success teams to ensure aligned execution Provide feedback from partners and government customers to influence product roadmap and partner programs Support partner marketing, events, and thought leadership initiatives in the law enforcement and government community Performance Management Track and report on partner performance, pipeline, revenue, and enablement metrics Forecast channel revenue and provide insights to senior leadership Continuously optimize partner coverage, engagement models, and investments Office Location: Remote 8+ years of experience in Channel Management, Alliances, or Partner sales Proven success developing and managing Federal Systems Integrator (FSI) relationships Experience selling into or supporting U.S. Federal, DoD, or civilian government agencies Strong understanding of Federal Procurement, Capture Processes, and Partner-led sales Ability to engage credibly with technical, operational, and executive stakeholders Excellent communication, negotiation, and relationship-building skills Preferred Experience in Digital Forensic, Cybersecurity, or Investigative technologies Existing relationships with Federal-focused SIs and government integrators Familiarity with Federal contract vehicles (GSA, GWACs, IDIQs) Cellebrite is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. PIc3426dda5-
07/24/2026
Full time
Cellebrite Title: Channel Account Manager - FSI Location: Tysons, VA, US Cellebrites (Nasdaq: CLBT) mission is to enable its global customers to protect and save lives by enhancing digital investigations and intelligence gathering to accelerate justice in communities around the world. CellebritesAI-powered portfolioenables customers to lawfully access, collect, analyze and share digital evidence in legally sanctioned investigations while preserving data privacy. Thousands of public safety organizations, intelligence agencies and businesses rely on Cellebrites digital forensic and investigative solutionsavailable via cloud, on-premises and hybrid deploymentsto close cases faster and safeguard communities. To learn more, visit , and find us on social Position Overview: Cellebrite is seeking a Systems Integrators Channel Manager to lead the development and expansion of strategic Systems Integrator (SI) partnerships across the United States, with a primary focus on supporting and growing our Federal business. This role will be critical in driving partner-led pipeline, enabling integrators to successfully deliver Cellebrites digital intelligence solutions, and expanding our presence across Federal, DoD, and civilian agencies. The ideal candidate brings deep experience working with System Integrators, strong knowledge of Federal procurement and investigative workflows, and a proven ability to drive revenue through partner ecosystems in regulated, mission-critical environments. Responsibilities: Channel & Systems Integrator Development Identify, recruit, and grow strategic U.S.-based Systems Integrators aligned to Cellebrites law enforcement and government mission Build executive and operational relationships within SI organizations, including sales, capture, delivery, and practice leaders Develop and execute joint business plans focused on digital intelligence, investigative solutions, and evidence workflows Federal Business Growth Support Cellebrites U.S. Federal go-to-market strategy through SI partnerships Collaborate with internal Federal sales, capture, and government affairs teams to align partners to active pursuits and long-term programs Enable partners to position Cellebrite solutions within Federal, DoD, and civilian agencies in compliance with lawful access, chain of custody, and evidentiary standards Assist partners in navigating Federal procurement processes, contract vehicles, and agency-specific requirements Go-to-Market & Revenue Execution Drive partner-sourced and partner-influenced pipeline and bookings Lead joint account planning and opportunity execution with SIs and Cellebrite sales teams Enable partners through training, certification, solution messaging, and technical enablement related to mobile and computer digital forensics and analytics platforms Cross-Functional Collaboration Work closely with Sales, Federal, Product, Marketing, and Customer Success teams to ensure aligned execution Provide feedback from partners and government customers to influence product roadmap and partner programs Support partner marketing, events, and thought leadership initiatives in the law enforcement and government community Performance Management Track and report on partner performance, pipeline, revenue, and enablement metrics Forecast channel revenue and provide insights to senior leadership Continuously optimize partner coverage, engagement models, and investments Office Location: Remote 8+ years of experience in Channel Management, Alliances, or Partner sales Proven success developing and managing Federal Systems Integrator (FSI) relationships Experience selling into or supporting U.S. Federal, DoD, or civilian government agencies Strong understanding of Federal Procurement, Capture Processes, and Partner-led sales Ability to engage credibly with technical, operational, and executive stakeholders Excellent communication, negotiation, and relationship-building skills Preferred Experience in Digital Forensic, Cybersecurity, or Investigative technologies Existing relationships with Federal-focused SIs and government integrators Familiarity with Federal contract vehicles (GSA, GWACs, IDIQs) Cellebrite is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. PIc3426dda5-
Description: Position: Donor Engagement Manager - CEO/CDO Support About ACE Scholarships ACE is a 501(c)(3) non-profit, founded in 2000 in Denver, Colorado, to provide low-income children with equal access to quality K-12 private schools through partial scholarship support. Over the past 25+ years, ACE has delivered more than 140,000 scholarships worth over $390 million. This school year, ACE is serving approximately 16,000+ children in Arkansas, Colorado, Delaware, Hawaii, Kansas, Louisiana, Mississippi, Missouri, Montana, New Mexico, Texas, Utah, and Wyoming, and is actively pursuing other expansion opportunities with the support of national funding partners. ACE is actively preparing for the Federal School Choice Tax Credit Program which comes into effect January 2027. For more information visit the ACE website at . Our Mission Our mission is to advance K-12 educational freedom, with a focus on securing financial support for families so they may access the quality education of their choice. Our Values: ACE Founding Principles: Our founding principles are the foundation of ACE and our North Star. We honor ACE's founders by remaining committed to these principles, and we passionately advocate for the Mission and Vision these principles support. Accountability: We embrace personal responsibility by taking ownership of our work and focusing on results. We expect both to give and to receive honest feedback. Innovation: We know ideas matter. We prefer the risks and rewards that come with creativity to the certainty that attends stagnation. Adaptability: We position ourselves to take advantage of opportunities, embracing strategic and operational change when it makes our work more impactful. Optimism: We believe our best days are ahead, and we embrace a forward-thinking mindset. We will make mistakes, but we will remain cheerful in the face of adversity and give people the benefit of the doubt. Kindness: We value everyone on our team, respect differences, and trust one another. This requires courage and strength, as it involves celebrating and giving our undivided attention to others. Our Founding Principles: Free enterprise and democracy work Parents know the best education environment for their kids Private schools offer great value and have open seats All people are created equal and deserve an equal chance to pursue the American Dream Position Overview The Donor Engagement Manager is a highly organized, proactive, and warm professional providing high-level support to the Chief Executive Officer (CEO) and Chief Development Officer (CDO). The ideal candidate aligns closely with the organization's values and leadership, communicates effectively, and thrives in a fast-paced environment. They are responsive, solution-oriented, and willing to support time-sensitive needs, including occasional evenings and weekends. This is a dynamic opportunity for someone eager to grow as a leader. This position also includes occasional travel opportunities to support the CEO and CDO at donor events and strategic engagements. This role is critical in supporting donor relations, maintaining internal alignment with the Marketing and Development teams, and managing executive-level logistics with discretion and professionalism. Primary Job Responsibilities Donor Engagement & Communication for the CEO and CDO Coordinate donor meetings, major gift planning, and fundraising events Maximize follow-up opportunities from fundraising events by: Conducting follow-up phone calls to schedule one on one donor meetings Draft and send thoughtful, professional, and personalized follow-up notes, emails, and other ACE overview materials Draft pre-meeting notes and meeting confirmations Maintain warm, articulate, and professional donor communication Help the CEO and CDO stand out by strengthening donor relationships and managing key details Send board communications on behalf of the CEO and CDO Collaborate with the CEO and CDO to track and fulfill responsibilities tied to annual goals Schedule and support weekly prospect meetings with relevant staff Coordinate and support webinars and meetings with major gift officers Coordinate and support webinars and meetings with major donor prospect, national board and other stakeholders as required Donor Meeting Preparation Create detailed trip agendas, including donor bios, giving history, and meeting notes Prepare briefing documents and materials for donor meetings Donor Prospecting Identify influential and wealthy prospects nationally to support diversity of donors across the nation Help coordinate meetings, zoom calls with prospects Travel & Event Logistics Coordinate travel arrangements (flights, accommodations, transportation) Book restaurants and manage logistics for donor visits and team travel Adaptability & Executive Support Provide direct support to the CEO and CDO for important, time-sensitive, and occasional last-minute requests, including projects that require immediate response Ensure a calm, efficient, and responsive executive environment Understanding that this is a fast-paced environment, and while we seek to plan as much in advance, circumstances do not always allow for such planning Managing CEO and CDO expense reports and monthly review of CEO and CDO budget Collaboration with Senior Leadership Partner closely with the President and Marketing Leaders to align on development strategy and execution Coordinate National School Choice Partnerships Help CEO and CDO maintain relations with national school choice partners to enhance ACE's work Communications & Special Projections Collaborate with the communications team on speechwriting, media interviews, and major projects (e.g., organizational magazine) Serve as backup for the communications team in drafting CEO communications when needed Manage consistency and clarity on messaging to align with communications team Support or lead execution of media projects when the communications team is unavailable CEO bookings for podcasts, interviews, and public appearances in collaboration with Mar/Comms Supporting CEO and CDO in school choice market research, reading newspapers and articles daily Social Media Work with Social Media Manager to coordinate CEO posts Facebook, X, Instagram and LinkedIn Assist Social Media Manager with CEO in growing his national social media presence Staff Support Work with President to help schedule guest speakers for internal staff meetings Work with CDO to help coordinate and prepare materials for monthly development team meetings Draft internal notes and updates to staff on behalf of the CEO Knowledge, Skills, and Abilities Unwavering belief in the mission of ACE Scholarships Exceptional written and verbal communication skills and an excellent professional appearance and presentation Warm, personable and professional demeanor Highly organized, detailed oriented and proven ability to manage shifting priorities and complex logistics Comfortable working in a fast-paced, dynamic environment Eagerness to learn, grown, and develop within the field of development and nonprofit leadership Experience supporting executives or working in donor-focused roles preferred Ability to convey the mission and vision of ACE Scholarships to internal and external stakeholders Requirements Education: Bachelor's degree in business administration, non-profit management or other related field desired; or equivalent related experience of 4+ years in executive support, development, sales, business administration, hospitality, or other related fields. Personal and professional integrity Must be proficient in Microsoft Office Suite; familiar with Raisers Edge (or other similar CRM system) for managing donor communications and record donor moves and communications in Raiser's Edge On occasion, ability to travel, willingness to work flexible hours, including evenings or weekends when needed Location, Travel, and Reporting This an in-office role in Denver office, remote work as approved by manager Reports to the Chief Executive Officer 15 -20% travel throughout the year FLSA Status: Full-time, Exempt Compensation Annual salary range: $90,000 - $110,000, based on experience and alignment with internal pay bands. In addition, this role is eligible for ACE's comprehensive benefits package, which includes but is not limited to: Medical Insurance (with generous employer contribution) Dental Insurance (with generous employer contribution) Vision Insurance Voluntary Life Insurance HSA, FSA, Limited FSA, and Dependent Care FSA pre-tax spending accounts Employee Assistance Program (EAP) Free, Employer-paid Short-term, Long-term, and AD&D insurance 401(k) with 6% employer match with immediate vesting Monthly cellphone stipend . click apply for full job details
07/24/2026
Full time
Description: Position: Donor Engagement Manager - CEO/CDO Support About ACE Scholarships ACE is a 501(c)(3) non-profit, founded in 2000 in Denver, Colorado, to provide low-income children with equal access to quality K-12 private schools through partial scholarship support. Over the past 25+ years, ACE has delivered more than 140,000 scholarships worth over $390 million. This school year, ACE is serving approximately 16,000+ children in Arkansas, Colorado, Delaware, Hawaii, Kansas, Louisiana, Mississippi, Missouri, Montana, New Mexico, Texas, Utah, and Wyoming, and is actively pursuing other expansion opportunities with the support of national funding partners. ACE is actively preparing for the Federal School Choice Tax Credit Program which comes into effect January 2027. For more information visit the ACE website at . Our Mission Our mission is to advance K-12 educational freedom, with a focus on securing financial support for families so they may access the quality education of their choice. Our Values: ACE Founding Principles: Our founding principles are the foundation of ACE and our North Star. We honor ACE's founders by remaining committed to these principles, and we passionately advocate for the Mission and Vision these principles support. Accountability: We embrace personal responsibility by taking ownership of our work and focusing on results. We expect both to give and to receive honest feedback. Innovation: We know ideas matter. We prefer the risks and rewards that come with creativity to the certainty that attends stagnation. Adaptability: We position ourselves to take advantage of opportunities, embracing strategic and operational change when it makes our work more impactful. Optimism: We believe our best days are ahead, and we embrace a forward-thinking mindset. We will make mistakes, but we will remain cheerful in the face of adversity and give people the benefit of the doubt. Kindness: We value everyone on our team, respect differences, and trust one another. This requires courage and strength, as it involves celebrating and giving our undivided attention to others. Our Founding Principles: Free enterprise and democracy work Parents know the best education environment for their kids Private schools offer great value and have open seats All people are created equal and deserve an equal chance to pursue the American Dream Position Overview The Donor Engagement Manager is a highly organized, proactive, and warm professional providing high-level support to the Chief Executive Officer (CEO) and Chief Development Officer (CDO). The ideal candidate aligns closely with the organization's values and leadership, communicates effectively, and thrives in a fast-paced environment. They are responsive, solution-oriented, and willing to support time-sensitive needs, including occasional evenings and weekends. This is a dynamic opportunity for someone eager to grow as a leader. This position also includes occasional travel opportunities to support the CEO and CDO at donor events and strategic engagements. This role is critical in supporting donor relations, maintaining internal alignment with the Marketing and Development teams, and managing executive-level logistics with discretion and professionalism. Primary Job Responsibilities Donor Engagement & Communication for the CEO and CDO Coordinate donor meetings, major gift planning, and fundraising events Maximize follow-up opportunities from fundraising events by: Conducting follow-up phone calls to schedule one on one donor meetings Draft and send thoughtful, professional, and personalized follow-up notes, emails, and other ACE overview materials Draft pre-meeting notes and meeting confirmations Maintain warm, articulate, and professional donor communication Help the CEO and CDO stand out by strengthening donor relationships and managing key details Send board communications on behalf of the CEO and CDO Collaborate with the CEO and CDO to track and fulfill responsibilities tied to annual goals Schedule and support weekly prospect meetings with relevant staff Coordinate and support webinars and meetings with major gift officers Coordinate and support webinars and meetings with major donor prospect, national board and other stakeholders as required Donor Meeting Preparation Create detailed trip agendas, including donor bios, giving history, and meeting notes Prepare briefing documents and materials for donor meetings Donor Prospecting Identify influential and wealthy prospects nationally to support diversity of donors across the nation Help coordinate meetings, zoom calls with prospects Travel & Event Logistics Coordinate travel arrangements (flights, accommodations, transportation) Book restaurants and manage logistics for donor visits and team travel Adaptability & Executive Support Provide direct support to the CEO and CDO for important, time-sensitive, and occasional last-minute requests, including projects that require immediate response Ensure a calm, efficient, and responsive executive environment Understanding that this is a fast-paced environment, and while we seek to plan as much in advance, circumstances do not always allow for such planning Managing CEO and CDO expense reports and monthly review of CEO and CDO budget Collaboration with Senior Leadership Partner closely with the President and Marketing Leaders to align on development strategy and execution Coordinate National School Choice Partnerships Help CEO and CDO maintain relations with national school choice partners to enhance ACE's work Communications & Special Projections Collaborate with the communications team on speechwriting, media interviews, and major projects (e.g., organizational magazine) Serve as backup for the communications team in drafting CEO communications when needed Manage consistency and clarity on messaging to align with communications team Support or lead execution of media projects when the communications team is unavailable CEO bookings for podcasts, interviews, and public appearances in collaboration with Mar/Comms Supporting CEO and CDO in school choice market research, reading newspapers and articles daily Social Media Work with Social Media Manager to coordinate CEO posts Facebook, X, Instagram and LinkedIn Assist Social Media Manager with CEO in growing his national social media presence Staff Support Work with President to help schedule guest speakers for internal staff meetings Work with CDO to help coordinate and prepare materials for monthly development team meetings Draft internal notes and updates to staff on behalf of the CEO Knowledge, Skills, and Abilities Unwavering belief in the mission of ACE Scholarships Exceptional written and verbal communication skills and an excellent professional appearance and presentation Warm, personable and professional demeanor Highly organized, detailed oriented and proven ability to manage shifting priorities and complex logistics Comfortable working in a fast-paced, dynamic environment Eagerness to learn, grown, and develop within the field of development and nonprofit leadership Experience supporting executives or working in donor-focused roles preferred Ability to convey the mission and vision of ACE Scholarships to internal and external stakeholders Requirements Education: Bachelor's degree in business administration, non-profit management or other related field desired; or equivalent related experience of 4+ years in executive support, development, sales, business administration, hospitality, or other related fields. Personal and professional integrity Must be proficient in Microsoft Office Suite; familiar with Raisers Edge (or other similar CRM system) for managing donor communications and record donor moves and communications in Raiser's Edge On occasion, ability to travel, willingness to work flexible hours, including evenings or weekends when needed Location, Travel, and Reporting This an in-office role in Denver office, remote work as approved by manager Reports to the Chief Executive Officer 15 -20% travel throughout the year FLSA Status: Full-time, Exempt Compensation Annual salary range: $90,000 - $110,000, based on experience and alignment with internal pay bands. In addition, this role is eligible for ACE's comprehensive benefits package, which includes but is not limited to: Medical Insurance (with generous employer contribution) Dental Insurance (with generous employer contribution) Vision Insurance Voluntary Life Insurance HSA, FSA, Limited FSA, and Dependent Care FSA pre-tax spending accounts Employee Assistance Program (EAP) Free, Employer-paid Short-term, Long-term, and AD&D insurance 401(k) with 6% employer match with immediate vesting Monthly cellphone stipend . click apply for full job details
Sales Development Representative About the Job MXD Process builds the equipment behind products people use every day. Our tanks, mixers, and turnkey process systems help manufacturers in food, beverage, cosmetics, chemical, and other regulated industries blend, process, and move liquids at scale. When a beverage brand takes a recipe from the lab to the plant floor, equipment like ours is often what makes it possible. The Role We are building out our outbound sales motion and need a Sales Development Representative to own the top of the funnel. You will work targeted lists of manufacturers, generating qualified pipeline from cold through email sequences, phone calls, and LinkedIn outreach. Your job is to start conversations, qualify opportunities, and book discovery calls for our Account Executive team. You will not be closing deals yet, but every outbound deal our AEs win will start with you. This is an entry-level role built for a recent graduate. You do not need to know what a sanitary mixer is on day one. You need to be curious enough to learn, disciplined enough to do the reps, and coachable enough to get better every week. We will teach you the industry, the equipment, and the craft of outbound selling. What You'll Do Run consistent, high-volume outbound outreach through cold email, phone, and LinkedIn Research target accounts and qualify prospects against our ideal customer profile (industry, application, project timeline, and budget) Book discovery calls and hand qualified opportunities to our Account Executive team Manage your pipeline and document every touchpoint in HubSpot (CRM Software) Test and iterate on messaging and sequences based on what is actually working Bring market feedback to sales leadership to sharpen our targeting and positioning What We're Looking For Bachelor's degree; recent and upcoming graduates are encouraged to apply Comfortable on the phone: you would rather make the call than wait for a reply Strong written communication; you can write a short email that gets opened and answered Self-directed and metrics-driven; you will know your numbers and own them Coachable and curious; you ask good questions and apply feedback quickly Organized and consistent; outbound rewards the person who shows up every single day A genuine interest in manufacturing and how physical products get made Bonus Points A sales internship, part-time sales job, or campus fundraising or recruiting experience Coursework or background in engineering, food science, chemistry, brewing, or another technical field Familiarity with HubSpot, Apollo, or other CRM and prospecting tools A competitive background (athletics, case competitions, debate) where you kept score and hated losing What You'll Get Compensation: Base salary plus commission tied to qualified meetings and sourced pipeline A defined promotion path from SDR to Account Executive; this role exists to develop our next AEs Direct coaching from sales leadership, including call reviews, live coaching, and a documented outbound playbook Health, dental, vision, life insurance, 401(k), and paid time off Onsite at our Jeffersonville, IN or Plain City, OH location, or a hybrid of onsite and remote Why This Role You would be joining a seven-person Account Executive team selling five- and six-figure capital equipment projects into industries that actually make things. Our outbound engine is early, which means the person who takes this role helps build it and gets credit for what it becomes. If you want a career in technical sales and you are willing to do the work it takes to start one, this is the role. Physical Requirements In general, this is an office-based job with a considerable amount of time spent at a computer, and will require the ability to operate a phone, computer, keyboard, mouse, and/or laptop. The ability to travel to other MXD Process locations occasionally is a requirement. MXD Process is an equal opportunity employer and will make reasonable accommodation upon request of a qualified candidate or employee, consistent with the Americans with Disabilities Act (ADA). Compensation details: 21.7-26.45 Hourly Wage PI24f1b4d3f9a9-5752
07/24/2026
Full time
Sales Development Representative About the Job MXD Process builds the equipment behind products people use every day. Our tanks, mixers, and turnkey process systems help manufacturers in food, beverage, cosmetics, chemical, and other regulated industries blend, process, and move liquids at scale. When a beverage brand takes a recipe from the lab to the plant floor, equipment like ours is often what makes it possible. The Role We are building out our outbound sales motion and need a Sales Development Representative to own the top of the funnel. You will work targeted lists of manufacturers, generating qualified pipeline from cold through email sequences, phone calls, and LinkedIn outreach. Your job is to start conversations, qualify opportunities, and book discovery calls for our Account Executive team. You will not be closing deals yet, but every outbound deal our AEs win will start with you. This is an entry-level role built for a recent graduate. You do not need to know what a sanitary mixer is on day one. You need to be curious enough to learn, disciplined enough to do the reps, and coachable enough to get better every week. We will teach you the industry, the equipment, and the craft of outbound selling. What You'll Do Run consistent, high-volume outbound outreach through cold email, phone, and LinkedIn Research target accounts and qualify prospects against our ideal customer profile (industry, application, project timeline, and budget) Book discovery calls and hand qualified opportunities to our Account Executive team Manage your pipeline and document every touchpoint in HubSpot (CRM Software) Test and iterate on messaging and sequences based on what is actually working Bring market feedback to sales leadership to sharpen our targeting and positioning What We're Looking For Bachelor's degree; recent and upcoming graduates are encouraged to apply Comfortable on the phone: you would rather make the call than wait for a reply Strong written communication; you can write a short email that gets opened and answered Self-directed and metrics-driven; you will know your numbers and own them Coachable and curious; you ask good questions and apply feedback quickly Organized and consistent; outbound rewards the person who shows up every single day A genuine interest in manufacturing and how physical products get made Bonus Points A sales internship, part-time sales job, or campus fundraising or recruiting experience Coursework or background in engineering, food science, chemistry, brewing, or another technical field Familiarity with HubSpot, Apollo, or other CRM and prospecting tools A competitive background (athletics, case competitions, debate) where you kept score and hated losing What You'll Get Compensation: Base salary plus commission tied to qualified meetings and sourced pipeline A defined promotion path from SDR to Account Executive; this role exists to develop our next AEs Direct coaching from sales leadership, including call reviews, live coaching, and a documented outbound playbook Health, dental, vision, life insurance, 401(k), and paid time off Onsite at our Jeffersonville, IN or Plain City, OH location, or a hybrid of onsite and remote Why This Role You would be joining a seven-person Account Executive team selling five- and six-figure capital equipment projects into industries that actually make things. Our outbound engine is early, which means the person who takes this role helps build it and gets credit for what it becomes. If you want a career in technical sales and you are willing to do the work it takes to start one, this is the role. Physical Requirements In general, this is an office-based job with a considerable amount of time spent at a computer, and will require the ability to operate a phone, computer, keyboard, mouse, and/or laptop. The ability to travel to other MXD Process locations occasionally is a requirement. MXD Process is an equal opportunity employer and will make reasonable accommodation upon request of a qualified candidate or employee, consistent with the Americans with Disabilities Act (ADA). Compensation details: 21.7-26.45 Hourly Wage PI24f1b4d3f9a9-5752
POS-14245 Role Summary Our mission at HubSpot is to help millions of organizations grow better. As the Head of Performance Partnerships, you'll help shape how buyers discover, evaluate, and trust HubSpot in an AI-first internet. This role leads HubSpot's global affiliate, AEO/citation, nano/micro creator, and forum-growth ecosystem, driving efficient ARR growth while expanding HubSpot's visibility across emerging discovery channels including AI search, Reddit, nano/micro creators, review platforms, and third-party recommendation ecosystems. You'll partner closely with Growth, Product, PMM, Brand, and Paid Media leaders to build scalable, experimentation-driven partnership strategies that connect discovery to measurable business outcomes. This is a strategic, hands-on leadership role for someone excited about defining the future of performance marketing in the AI era. What You'll Do Lead HubSpot's global Performance Partnerships strategy across affiliate marketing, AI-native discovery, nano/micro creator partnerships, forum growth, and emerging acquisition channels. Scale affiliate and publisher ecosystems that drive efficient customer acquisition and ARR growth across key products and go-to-market motions. Build AI-first partnership strategies that increase HubSpot visibility across LLMs, Reddit, review platforms, nano/micro creator ecosystems, and third-party recommendation surfaces. Design and operationalize experimentation programs across affiliate models, nano/micro creator partnerships, indirect demand measurement, and emerging growth channels. Own partner investment strategy, commission frameworks, attribution models, and portfolio optimization across a multi-million-dollar investment portfolio. Lead, coach, and develop a high-performing global team spanning affiliate partnerships, optimization, AI visibility initiatives, and forum growth programs. Partner cross-functionally with Paid Media, Product, Product Marketing, Brand, Community, Finance, Analytics, and Growth teams to integrate partnership-led discovery into HubSpot's broader go-to-market strategy. Develop reporting frameworks and executive-ready narratives that connect partnership activity to ARR growth, demand generation, and AI visibility outcomes. Identify emerging discovery trends and translate ambiguous market signals into scalable growth opportunities. Champion data-driven decision-making while balancing experimentation, operational rigor, and long-term strategic impact. What You'll Bring Required Qualifications 7+ years of experience in affiliate marketing, partnerships, growth marketing, performance marketing, or related go-to-market functions. Experience building and scaling affiliate or partner ecosystems tied to measurable revenue outcomes. Strong understanding of modern discovery behaviors, including AI search, Reddit, creators, review platforms, and emerging acquisition channels. Experience managing significant marketing investments and optimizing toward revenue and efficiency metrics. Strong analytical and experimentation mindset with the ability to translate ambiguous signals into scalable growth programs. Experience leading cross-functional initiatives across Product, Marketing, Growth, Analytics, and external partners. Experience managing and developing high-performing teams in fast-paced environments. Excellent executive communication, stakeholder management, and strategic storytelling skills. Ability to balance strategic thinking with operational execution and experimentation. Familiarity with AI-enabled marketing workflows and evolving discovery ecosystems. Nice-to-Have Qualifications Experience with AEO, SEO, AI visibility, or LLM citation strategies. Experience with creator partnerships, influencer ecosystems, or community-led growth. Familiarity with attribution, incrementality, or indirect demand measurement frameworks. Experience working in B2B SaaS and/or product-led growth environments. Experience scaling emerging acquisition programs from experimentation to operational maturity. Where You'll Work Location: USA Work Location Preference: Remote Travel Requirements: No travel required. Application Requirements Applications must be submitted by: Sunday, July 26 at 11pm ET Applications must be submitted in English. Cover Letter: Optional. Pay & Benefits The cash compensation below includes base salary, on-target commission for employees in eligible roles, and annual bonus targets under HubSpot's bonus plan for eligible roles. In addition to cash compensation, some roles are eligible to participate in HubSpot's equity plan to receive restricted stock units (RSUs). Some roles may also be eligible for overtime pay. Individual compensation packages are tailored to your skills, experience, qualifications, and other job-related reasons. This resource will help guide how we recommend thinking about the range you see. Learn more about HubSpot's compensation philosophy . Benefits are also an important piece of your total compensation package. Explore the benefits and perks HubSpot offers to help employees grow better. At HubSpot, fair compensation practices aren't just about checking off the box for legal compliance. It's about living out our value of transparency with our employees, candidates, and community. Annual Cash Compensation Range: $163,500 - $261,600 USD We know the confidence gap and impostor syndrome can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you. If you need accommodations or assistance due to a disability, please reach out to us using this form . At HubSpot, we value both flexibility and connection. Whether you're a Remote employee or work from the Office, we want you to start your journey here by building strong connections with your team and peers. If you are joining our Engineering team, you will be required to attend a regional HubSpot office for in-person onboarding. If you join our broader Product team, you'll also attend other in-person events, such as your Product Group Summit and other gatherings, to continue building on those connections. If you require an accommodation due to travel limitations or other reasons, please inform your recruiter during the hiring process. We are committed to supporting candidates who may need alternative arrangements Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Germany Applicants: (m/f/d) - link to HubSpot's Career Diversity page here . India Applicants: link to HubSpot India's equal opportunity policy here . About HubSpot HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service. HubSpot's connected platform enables businesses to grow faster by focusing on what matters most: customers. At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow. We're building a company where people can do their best work . We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world. Explore more: HubSpot Careers Life at HubSpot on Instagram HubSpot may use AI to help screen or assess candidates, but all hiring decisions are always human. More information can be found here . By submitting your application, you agree that HubSpot may collect your personal data for recruiting, global organization planning, and related purposes. We may use CLEAR ID Verification during the hiring process to confirm your identity and help maintain a safe, secure, and trusted experience for all candidates. Refer to HubSpot's Recruiting Privacy Notice for details on data processing and your rights.
07/24/2026
Full time
POS-14245 Role Summary Our mission at HubSpot is to help millions of organizations grow better. As the Head of Performance Partnerships, you'll help shape how buyers discover, evaluate, and trust HubSpot in an AI-first internet. This role leads HubSpot's global affiliate, AEO/citation, nano/micro creator, and forum-growth ecosystem, driving efficient ARR growth while expanding HubSpot's visibility across emerging discovery channels including AI search, Reddit, nano/micro creators, review platforms, and third-party recommendation ecosystems. You'll partner closely with Growth, Product, PMM, Brand, and Paid Media leaders to build scalable, experimentation-driven partnership strategies that connect discovery to measurable business outcomes. This is a strategic, hands-on leadership role for someone excited about defining the future of performance marketing in the AI era. What You'll Do Lead HubSpot's global Performance Partnerships strategy across affiliate marketing, AI-native discovery, nano/micro creator partnerships, forum growth, and emerging acquisition channels. Scale affiliate and publisher ecosystems that drive efficient customer acquisition and ARR growth across key products and go-to-market motions. Build AI-first partnership strategies that increase HubSpot visibility across LLMs, Reddit, review platforms, nano/micro creator ecosystems, and third-party recommendation surfaces. Design and operationalize experimentation programs across affiliate models, nano/micro creator partnerships, indirect demand measurement, and emerging growth channels. Own partner investment strategy, commission frameworks, attribution models, and portfolio optimization across a multi-million-dollar investment portfolio. Lead, coach, and develop a high-performing global team spanning affiliate partnerships, optimization, AI visibility initiatives, and forum growth programs. Partner cross-functionally with Paid Media, Product, Product Marketing, Brand, Community, Finance, Analytics, and Growth teams to integrate partnership-led discovery into HubSpot's broader go-to-market strategy. Develop reporting frameworks and executive-ready narratives that connect partnership activity to ARR growth, demand generation, and AI visibility outcomes. Identify emerging discovery trends and translate ambiguous market signals into scalable growth opportunities. Champion data-driven decision-making while balancing experimentation, operational rigor, and long-term strategic impact. What You'll Bring Required Qualifications 7+ years of experience in affiliate marketing, partnerships, growth marketing, performance marketing, or related go-to-market functions. Experience building and scaling affiliate or partner ecosystems tied to measurable revenue outcomes. Strong understanding of modern discovery behaviors, including AI search, Reddit, creators, review platforms, and emerging acquisition channels. Experience managing significant marketing investments and optimizing toward revenue and efficiency metrics. Strong analytical and experimentation mindset with the ability to translate ambiguous signals into scalable growth programs. Experience leading cross-functional initiatives across Product, Marketing, Growth, Analytics, and external partners. Experience managing and developing high-performing teams in fast-paced environments. Excellent executive communication, stakeholder management, and strategic storytelling skills. Ability to balance strategic thinking with operational execution and experimentation. Familiarity with AI-enabled marketing workflows and evolving discovery ecosystems. Nice-to-Have Qualifications Experience with AEO, SEO, AI visibility, or LLM citation strategies. Experience with creator partnerships, influencer ecosystems, or community-led growth. Familiarity with attribution, incrementality, or indirect demand measurement frameworks. Experience working in B2B SaaS and/or product-led growth environments. Experience scaling emerging acquisition programs from experimentation to operational maturity. Where You'll Work Location: USA Work Location Preference: Remote Travel Requirements: No travel required. Application Requirements Applications must be submitted by: Sunday, July 26 at 11pm ET Applications must be submitted in English. Cover Letter: Optional. Pay & Benefits The cash compensation below includes base salary, on-target commission for employees in eligible roles, and annual bonus targets under HubSpot's bonus plan for eligible roles. In addition to cash compensation, some roles are eligible to participate in HubSpot's equity plan to receive restricted stock units (RSUs). Some roles may also be eligible for overtime pay. Individual compensation packages are tailored to your skills, experience, qualifications, and other job-related reasons. This resource will help guide how we recommend thinking about the range you see. Learn more about HubSpot's compensation philosophy . Benefits are also an important piece of your total compensation package. Explore the benefits and perks HubSpot offers to help employees grow better. At HubSpot, fair compensation practices aren't just about checking off the box for legal compliance. It's about living out our value of transparency with our employees, candidates, and community. Annual Cash Compensation Range: $163,500 - $261,600 USD We know the confidence gap and impostor syndrome can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you. If you need accommodations or assistance due to a disability, please reach out to us using this form . At HubSpot, we value both flexibility and connection. Whether you're a Remote employee or work from the Office, we want you to start your journey here by building strong connections with your team and peers. If you are joining our Engineering team, you will be required to attend a regional HubSpot office for in-person onboarding. If you join our broader Product team, you'll also attend other in-person events, such as your Product Group Summit and other gatherings, to continue building on those connections. If you require an accommodation due to travel limitations or other reasons, please inform your recruiter during the hiring process. We are committed to supporting candidates who may need alternative arrangements Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Germany Applicants: (m/f/d) - link to HubSpot's Career Diversity page here . India Applicants: link to HubSpot India's equal opportunity policy here . About HubSpot HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service. HubSpot's connected platform enables businesses to grow faster by focusing on what matters most: customers. At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow. We're building a company where people can do their best work . We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world. Explore more: HubSpot Careers Life at HubSpot on Instagram HubSpot may use AI to help screen or assess candidates, but all hiring decisions are always human. More information can be found here . By submitting your application, you agree that HubSpot may collect your personal data for recruiting, global organization planning, and related purposes. We may use CLEAR ID Verification during the hiring process to confirm your identity and help maintain a safe, secure, and trusted experience for all candidates. Refer to HubSpot's Recruiting Privacy Notice for details on data processing and your rights.
Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family's future. Kids and teens learn to earn, save, spend wisely, and invest. At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It's no small task, and that's why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it. We are seeking a Senior Director, Strategic Finance to lead Greenlight's strategic finance function and take it to the next level. This role owns company-wide financial planning, forecasting, and strategic decision support end-to-end, and serves as a direct strategic partner to the CFO and executive leadership team. Beyond the traditional finance remit of budgets, forecasts, and monthly/quarterly reporting, this individual will lead the team responsible for new product analysis, collaboration with data analytics, strategic projects, and company-wide planning - and will develop thjs team as the company scales. We are looking for a true thought leader and people leader. A successful candidate is self-motivated, hands-on when it counts, and comfortable operating as both an individual strategic contributor and a manager who builds a high-performing team. This role is fast-paced and will have a direct, visible impact on the company's ability to make key business decisions and grow efficiently. This position reports to the Chief Financial Officer. Your day-to-day: Build, lead, and develop Greenlight's strategic finance team, setting priorities, coaching managers and analysts, and scaling the function as the company grows. Serve as the primary strategic finance partner to the CFO and executive leadership team, shaping company-wide strategy, investment decisions, and key trade-offs. Own the end-to-end financial model and company-wide planning cycle - long-range planning, annual budgeting, and quarterly forecasting - across all departments. Direct detailed custom financial modeling, scenario analysis, and market insights for the product, engineering, marketing, and commercial sales teams on prospective products and initiatives. Own variance analysis of actual results vs. budget/forecast, and partner with business leaders to drive insightful, actionable decision support at the executive level. Lead the preparation and delivery of board-level reporting and strategic materials. Partner with the Accounting team on month-end and quarter-end close processes and audit support, ensuring alignment between FP&A and accounting. Lead analysis and diligence for potential strategic acquisitions, partnerships, or investment opportunities, and present recommendations to executive leadership. Represent the finance function in cross-departmental strategic planning, OKR setting, and company-wide operating rhythms. What you'll bring to the team: 8-10+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or venture capital, including experience managing and developing people (FinTech or consumer subscription and/or startup experience strongly preferred). Demonstrated track record leading company-wide planning processes (budgeting, forecasting, long-range planning) at a venture-backed or high-growth company. Strong leadership and executive communication skills. Advanced Excel / Google Sheets modeling and technical skills; experience with FP&A software (e.g., Adaptive, Anaplan, Pigment, AI native tools) a plus. Excellent analytical skills and strategic mindset. Proven ability to influence and drive alignment across functions and levels, including at the executive and board level. Strong accounting and systems knowledge. Strong data visualization skills and an ability to synthesize complicated analyses in simple, actionable ways for senior stakeholders. Enthusiasm to learn and evolve your own skillset, and to grow the skillset of your team, over time. Proven people leader with experience building, managing, and developing high-performing finance teams. Exceptional executive presence - comfortable presenting to and influencing the CFO, executive team, investors and board, and unafraid to speak up on critical issues. Strategic mindset with the ability to translate ambiguous business problems into structured financial frameworks and clear recommendations. Strong ownership mentality; detail-oriented and committed to producing work at a high standard while delegating effectively. Creative mindset for building bespoke financial models for a diverse set of cross-functional needs. Data-driven approach to analyzing problems and supporting decisions. Adaptability and flexibility, comfortable operating in a startup environment that requires the ability to pivot when necessary. Not sure this one's for you? Don't count yourself out. Show us what you've got and we'll reach out if there's a great fit. Work perks at Greenlight: Medical, dental, vision, and HSA match Paid life insurance, AD&D, and disability benefits Traditional 401k with company match Unlimited PTO Paid company holidays and pop-up bonus holidays Professional development stipends Mental health resources 1:1 financial planners Fertility healthcare 100% paid parental and caregiving leave, plus cleaning service and meals during your leave Flexible WFH, both remote and in-office opportunities Fully stocked kitchen, catered lunches, and occasional in-office happy hours Employee resource groups Our stance on salaries: Greenlight provides a competitive compensation package with a market-based approach to pay and will vary depending on your location, experience and skill set. The total compensation package for this position will also include a discretionary performance bonus, equity rewards, medical benefits, 401K match, and more. Greenlight conducts continuous compensation evaluations across departments and geographies to ensure we are keeping our pay current and competitive. The estimated base pay range for this position in (NY, CA, WA): $185,000- 260,000 The estimated base pay range for this position in (CO): $185,000- 235,000 Who we are: It takes a special team to aim for a never-been-done-before mission like ours. We're looking for people who love working together because they know it makes us stronger, people who look to others and ask, "How can I help?" and then "How can we make this even better?" If you're ready to roll up your sleeves and help create a world where every child grows up to be happy and healthy in money and life, apply to join our team. Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law. Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email email protected . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
07/23/2026
Full time
Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family's future. Kids and teens learn to earn, save, spend wisely, and invest. At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It's no small task, and that's why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it. We are seeking a Senior Director, Strategic Finance to lead Greenlight's strategic finance function and take it to the next level. This role owns company-wide financial planning, forecasting, and strategic decision support end-to-end, and serves as a direct strategic partner to the CFO and executive leadership team. Beyond the traditional finance remit of budgets, forecasts, and monthly/quarterly reporting, this individual will lead the team responsible for new product analysis, collaboration with data analytics, strategic projects, and company-wide planning - and will develop thjs team as the company scales. We are looking for a true thought leader and people leader. A successful candidate is self-motivated, hands-on when it counts, and comfortable operating as both an individual strategic contributor and a manager who builds a high-performing team. This role is fast-paced and will have a direct, visible impact on the company's ability to make key business decisions and grow efficiently. This position reports to the Chief Financial Officer. Your day-to-day: Build, lead, and develop Greenlight's strategic finance team, setting priorities, coaching managers and analysts, and scaling the function as the company grows. Serve as the primary strategic finance partner to the CFO and executive leadership team, shaping company-wide strategy, investment decisions, and key trade-offs. Own the end-to-end financial model and company-wide planning cycle - long-range planning, annual budgeting, and quarterly forecasting - across all departments. Direct detailed custom financial modeling, scenario analysis, and market insights for the product, engineering, marketing, and commercial sales teams on prospective products and initiatives. Own variance analysis of actual results vs. budget/forecast, and partner with business leaders to drive insightful, actionable decision support at the executive level. Lead the preparation and delivery of board-level reporting and strategic materials. Partner with the Accounting team on month-end and quarter-end close processes and audit support, ensuring alignment between FP&A and accounting. Lead analysis and diligence for potential strategic acquisitions, partnerships, or investment opportunities, and present recommendations to executive leadership. Represent the finance function in cross-departmental strategic planning, OKR setting, and company-wide operating rhythms. What you'll bring to the team: 8-10+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or venture capital, including experience managing and developing people (FinTech or consumer subscription and/or startup experience strongly preferred). Demonstrated track record leading company-wide planning processes (budgeting, forecasting, long-range planning) at a venture-backed or high-growth company. Strong leadership and executive communication skills. Advanced Excel / Google Sheets modeling and technical skills; experience with FP&A software (e.g., Adaptive, Anaplan, Pigment, AI native tools) a plus. Excellent analytical skills and strategic mindset. Proven ability to influence and drive alignment across functions and levels, including at the executive and board level. Strong accounting and systems knowledge. Strong data visualization skills and an ability to synthesize complicated analyses in simple, actionable ways for senior stakeholders. Enthusiasm to learn and evolve your own skillset, and to grow the skillset of your team, over time. Proven people leader with experience building, managing, and developing high-performing finance teams. Exceptional executive presence - comfortable presenting to and influencing the CFO, executive team, investors and board, and unafraid to speak up on critical issues. Strategic mindset with the ability to translate ambiguous business problems into structured financial frameworks and clear recommendations. Strong ownership mentality; detail-oriented and committed to producing work at a high standard while delegating effectively. Creative mindset for building bespoke financial models for a diverse set of cross-functional needs. Data-driven approach to analyzing problems and supporting decisions. Adaptability and flexibility, comfortable operating in a startup environment that requires the ability to pivot when necessary. Not sure this one's for you? Don't count yourself out. Show us what you've got and we'll reach out if there's a great fit. Work perks at Greenlight: Medical, dental, vision, and HSA match Paid life insurance, AD&D, and disability benefits Traditional 401k with company match Unlimited PTO Paid company holidays and pop-up bonus holidays Professional development stipends Mental health resources 1:1 financial planners Fertility healthcare 100% paid parental and caregiving leave, plus cleaning service and meals during your leave Flexible WFH, both remote and in-office opportunities Fully stocked kitchen, catered lunches, and occasional in-office happy hours Employee resource groups Our stance on salaries: Greenlight provides a competitive compensation package with a market-based approach to pay and will vary depending on your location, experience and skill set. The total compensation package for this position will also include a discretionary performance bonus, equity rewards, medical benefits, 401K match, and more. Greenlight conducts continuous compensation evaluations across departments and geographies to ensure we are keeping our pay current and competitive. The estimated base pay range for this position in (NY, CA, WA): $185,000- 260,000 The estimated base pay range for this position in (CO): $185,000- 235,000 Who we are: It takes a special team to aim for a never-been-done-before mission like ours. We're looking for people who love working together because they know it makes us stronger, people who look to others and ask, "How can I help?" and then "How can we make this even better?" If you're ready to roll up your sleeves and help create a world where every child grows up to be happy and healthy in money and life, apply to join our team. Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law. Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email email protected . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
What's in it for you? Ready to make a serious impact? Millions of people already rely on Calendly, and we're still in the midst of exciting product growth - it's a fantastic time to join us. Everything you'll work on here will accelerate your career to the next level. If you want to learn, grow, and do the best work of your life alongside the best people you've ever worked with, then we hope you'll consider allowing Calendly to be a part of your professional journey. About the team & opportunity What's so great about working on Calendly's Operations team? We are the foundation that aims to set up our people for success to do the best work of their life at Calendly. Why do we need you? Well, we are looking for a Senior IAM Engineer who will bring adaptability, ownership, and a strong desire to drive meaningful results across Calendly. You will report to the Senior Director, IT & Business Systems and will be responsible for owning Calendly's Identity and Access Management (IAM) strategy, tools, and lifecycle processes. This includes designing, implementing, and maintaining secure access controls, automation workflows, and governance frameworks. In this role, you will work in direct partnership with Calendly's executives and senior leaders to ensure our IAM posture not only protects the business but also enables productivity at scale. A day in the life of a Senior IAM Engineer at Calendly On a typical day, you will: Builds automation workflows to streamline provisioning, deprovisioning (onboarding/offboarding), and access governance. Defines and implements IAM security posture improvements, including business process strategy, entitlement, and access management. Manages the IAM environment including Access Groups, Service Accounts, Sandbox access, and API configuration. Proactively identifies and resolves IAM lifecycle management issues. Conducts regular assessments and audits of relevant systems to ensure compliance with industry standards and regulations. Maintains application dashboards and relevant documentation. Provides high-level estimates for tasks and projects, assisting with project planning and prioritization. Troubleshoots and resolves technical issues related to systems in a timely manner. Collaborates cross-functionally with technical and non-technical stakeholders, clearly communicating complex IAM concepts (e.g., RBAC) to diverse audiences. Facilitates governance discussions with business leaders and partners, ensuring alignment between security needs, compliance requirements, and business objectives. What do we need from you? Basic Qualifications 5-7 years of direct IT experience, with 2-3 years as an Okta administrator and/or architect Expert knowledge of Okta products and services, including Okta Identity Cloud, Okta Workflows, and Okta API Access Management. Proficiency in integrating Okta solutions with various applications and systems such as HR systems, finance systems, and cloud platforms. Experience with Google Workspace administration and automation tooling, including GAM for user and group lifecycle management. Hands-on experience with modern identity management tools and public cloud platforms (e.g., Multi-Factor Authentication, Security Tokens, OAuth, Amazon Web Services, Atlassian). Experience working in a primarily macOS, remote-first environment. Strong cross-functional communication skills, with the ability to explain complex IAM concepts to non-technical stakeholders and guide governance discussions. Authorized to work lawfully in the United States of America, as Calendly does not engage in immigration sponsorship at this time. Preferred Skills and Qualifications Okta Certified Administrator What's in it for you? Ready to make a serious impact? Millions of people already rely on Calendly's products, and we're still in the midst of our growth curve - it's a fantastic time to join us. Everything you'll work on here will accelerate your career to the next level. If you want to learn, grow, and do the best work of your life alongside the best people you've ever worked with, then we hope you'll consider allowing Calendly to be a part of your professional journey. If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please contact us at . Calendly is registered as an employer in many, but not all, states. If you are located in Alaska, Hawaii, Montana, North Dakota, South Dakota, Nebraska, Iowa, West Virginia, and Rhode Island, you will not be eligible for employment. Note that all individual roles will specify location eligibility. All candidates can find our Candidate Privacy Statement here Candidates residing in California may visit our Notice at Collection for California Candidates here: Notice at Collection The ranges listed below are the expected annual base salary for this role, subject to change. Calendly takes a number of factors into consideration when determining an employee's starting salary, including relevant experience, relevant skills sets, interview performance, location/metropolitan area, and internal pay equity. Base salary is just one component of Calendly's total rewards package. All full-time (30 hours/week) employees are also eligible for our Top Performer Bonus program (or Sales incentive), equity awards, and competitive benefits . Calendly uses the zip code of an employee's remote work location, or the onsite building location if hybrid, to determine which metropolitan pay range we use. Current geographic zones are as follows: Tier 1: San Francisco, CA, San Jose, CA, New York City, NY Tier 2: Chicago, IL, Austin, TX, Denver, CO, Boston, MA, Washington D.C., Philadelphia, PA, Portland, OR, Seattle, WA, Miami, FL, and all other cities in CA. Tier 3: All other locations not in Tier 1 or Tier 2 Tier 1 Salary Hiring Range $163,548.84 - $192,410.40 USD Tier 2 Salary Hiring Range $149,919.77 - $176,376.20 USD Tier 3 Salary Hiring Range $136,290.70 - $160,342 USD The ranges listed above are the expected annual base salary for this role, subject to change. Calendly takes a number of factors into consideration when determining an employee's starting salary, including relevant experience, relevant skills sets, interview performance, location/metropolitan area, and internal pay equity. Base salary is just one component of Calendly's total rewards package. All full-time (30 hours/week) employees are also eligible for our Top Performer Bonus program (or Sales incentive), equity awards, and competitive benefits. Calendly uses the zip code of an employee's remote work location, or the onsite building location if hybrid, to determine which metropolitan pay range we use. Current geographic zones are as follows: Tier 1: San Francisco, CA, San Jose, CA, New York City, NY Tier 2: Chicago, IL, Austin, TX, Denver, CO, Boston, MA, Washington D.C., Philadelphia, PA, Portland, OR, Seattle, WA, Miami, FL, and all other cities in CA. Tier 3: All other locations not in Tier 1 or Tier 2 If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please let your Recruiter know when first connecting with them. Calendly is registered as an employer in many, but not all, states. If you are located in Alaska, Delaware, Hawaii, Idaho, Iowa, Montana, Nebraska, North Dakota, Rhode Island, South Dakota, and West Virginia, you will not be eligible for employment. Note that all individual roles will specify location eligibility. All candidates can find our Candidate Privacy Statement here Candidates residing in California may visit our Notice at Collection for California Candidates here: Notice at Collection This role may require occasional travel for company events, team collaboration, or offsites.
07/23/2026
Full time
What's in it for you? Ready to make a serious impact? Millions of people already rely on Calendly, and we're still in the midst of exciting product growth - it's a fantastic time to join us. Everything you'll work on here will accelerate your career to the next level. If you want to learn, grow, and do the best work of your life alongside the best people you've ever worked with, then we hope you'll consider allowing Calendly to be a part of your professional journey. About the team & opportunity What's so great about working on Calendly's Operations team? We are the foundation that aims to set up our people for success to do the best work of their life at Calendly. Why do we need you? Well, we are looking for a Senior IAM Engineer who will bring adaptability, ownership, and a strong desire to drive meaningful results across Calendly. You will report to the Senior Director, IT & Business Systems and will be responsible for owning Calendly's Identity and Access Management (IAM) strategy, tools, and lifecycle processes. This includes designing, implementing, and maintaining secure access controls, automation workflows, and governance frameworks. In this role, you will work in direct partnership with Calendly's executives and senior leaders to ensure our IAM posture not only protects the business but also enables productivity at scale. A day in the life of a Senior IAM Engineer at Calendly On a typical day, you will: Builds automation workflows to streamline provisioning, deprovisioning (onboarding/offboarding), and access governance. Defines and implements IAM security posture improvements, including business process strategy, entitlement, and access management. Manages the IAM environment including Access Groups, Service Accounts, Sandbox access, and API configuration. Proactively identifies and resolves IAM lifecycle management issues. Conducts regular assessments and audits of relevant systems to ensure compliance with industry standards and regulations. Maintains application dashboards and relevant documentation. Provides high-level estimates for tasks and projects, assisting with project planning and prioritization. Troubleshoots and resolves technical issues related to systems in a timely manner. Collaborates cross-functionally with technical and non-technical stakeholders, clearly communicating complex IAM concepts (e.g., RBAC) to diverse audiences. Facilitates governance discussions with business leaders and partners, ensuring alignment between security needs, compliance requirements, and business objectives. What do we need from you? Basic Qualifications 5-7 years of direct IT experience, with 2-3 years as an Okta administrator and/or architect Expert knowledge of Okta products and services, including Okta Identity Cloud, Okta Workflows, and Okta API Access Management. Proficiency in integrating Okta solutions with various applications and systems such as HR systems, finance systems, and cloud platforms. Experience with Google Workspace administration and automation tooling, including GAM for user and group lifecycle management. Hands-on experience with modern identity management tools and public cloud platforms (e.g., Multi-Factor Authentication, Security Tokens, OAuth, Amazon Web Services, Atlassian). Experience working in a primarily macOS, remote-first environment. Strong cross-functional communication skills, with the ability to explain complex IAM concepts to non-technical stakeholders and guide governance discussions. Authorized to work lawfully in the United States of America, as Calendly does not engage in immigration sponsorship at this time. Preferred Skills and Qualifications Okta Certified Administrator What's in it for you? Ready to make a serious impact? Millions of people already rely on Calendly's products, and we're still in the midst of our growth curve - it's a fantastic time to join us. Everything you'll work on here will accelerate your career to the next level. If you want to learn, grow, and do the best work of your life alongside the best people you've ever worked with, then we hope you'll consider allowing Calendly to be a part of your professional journey. If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please contact us at . Calendly is registered as an employer in many, but not all, states. If you are located in Alaska, Hawaii, Montana, North Dakota, South Dakota, Nebraska, Iowa, West Virginia, and Rhode Island, you will not be eligible for employment. Note that all individual roles will specify location eligibility. All candidates can find our Candidate Privacy Statement here Candidates residing in California may visit our Notice at Collection for California Candidates here: Notice at Collection The ranges listed below are the expected annual base salary for this role, subject to change. Calendly takes a number of factors into consideration when determining an employee's starting salary, including relevant experience, relevant skills sets, interview performance, location/metropolitan area, and internal pay equity. Base salary is just one component of Calendly's total rewards package. All full-time (30 hours/week) employees are also eligible for our Top Performer Bonus program (or Sales incentive), equity awards, and competitive benefits . Calendly uses the zip code of an employee's remote work location, or the onsite building location if hybrid, to determine which metropolitan pay range we use. Current geographic zones are as follows: Tier 1: San Francisco, CA, San Jose, CA, New York City, NY Tier 2: Chicago, IL, Austin, TX, Denver, CO, Boston, MA, Washington D.C., Philadelphia, PA, Portland, OR, Seattle, WA, Miami, FL, and all other cities in CA. Tier 3: All other locations not in Tier 1 or Tier 2 Tier 1 Salary Hiring Range $163,548.84 - $192,410.40 USD Tier 2 Salary Hiring Range $149,919.77 - $176,376.20 USD Tier 3 Salary Hiring Range $136,290.70 - $160,342 USD The ranges listed above are the expected annual base salary for this role, subject to change. Calendly takes a number of factors into consideration when determining an employee's starting salary, including relevant experience, relevant skills sets, interview performance, location/metropolitan area, and internal pay equity. Base salary is just one component of Calendly's total rewards package. All full-time (30 hours/week) employees are also eligible for our Top Performer Bonus program (or Sales incentive), equity awards, and competitive benefits. Calendly uses the zip code of an employee's remote work location, or the onsite building location if hybrid, to determine which metropolitan pay range we use. Current geographic zones are as follows: Tier 1: San Francisco, CA, San Jose, CA, New York City, NY Tier 2: Chicago, IL, Austin, TX, Denver, CO, Boston, MA, Washington D.C., Philadelphia, PA, Portland, OR, Seattle, WA, Miami, FL, and all other cities in CA. Tier 3: All other locations not in Tier 1 or Tier 2 If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please let your Recruiter know when first connecting with them. Calendly is registered as an employer in many, but not all, states. If you are located in Alaska, Delaware, Hawaii, Idaho, Iowa, Montana, Nebraska, North Dakota, Rhode Island, South Dakota, and West Virginia, you will not be eligible for employment. Note that all individual roles will specify location eligibility. All candidates can find our Candidate Privacy Statement here Candidates residing in California may visit our Notice at Collection for California Candidates here: Notice at Collection This role may require occasional travel for company events, team collaboration, or offsites.
POS-16578 Role Summary Our mission at HubSpot is to help millions of organizations grow better. We do that by building software, tools, and experiences that help businesses grow with confidence. The Customer Reference Program (CRP) is a strategic part of our go-to-market motion, helping prospects hear directly from customers who have grown better with us. By creating trusted peer validation, the program accelerates buying decisions, strengthens customer advocacy, and reinforces HubSpot's competitive position. We're looking for a Senior Marketer to lead and evolve the Customer Reference Program into an AI-enabled, data-driven function that scales with our business. In this highly cross-functional individual contributor role, you'll shape how customer advocacy supports enterprise selling, expands across HubSpot's growing product portfolio, and becomes an even stronger competitive advantage. What You'll Do Own the end-to-end strategy and operations of HubSpot's Customer Reference Program, including advocate recruitment, onboarding, matching, engagement, and program governance. Partner closely with Sales, Customer Success, Product Marketing, and GTM Enablement to integrate customer references earlier and more effectively throughout the buyer journey. Build and maintain a diverse advocate community that reflects HubSpot's evolving products, customer segments, industries, and strategic priorities. Develop and implement AI-powered workflows that improve reference matching, advocate engagement, and overall program efficiency. Provide strategic leadership for day-to-day operations while partnering with the Customer Reference Operations Specialist to execute program activities at scale. Design and deliver exceptional advocate experiences that strengthen long-term customer engagement and encourage ongoing participation. Develop playbooks, documentation, and enablement resources that help revenue teams confidently identify, request, and use customer references. Measure and optimize program performance using KPIs such as reference fulfillment speed, advocate engagement, sales adoption, pipeline influence, and deal acceleration. Identify opportunities to improve program processes, automation, reporting, and customer experiences through continuous experimentation and data-driven decision-making. Serve as the primary subject matter expert for the Customer Reference Program across HubSpot's go-to-market organization. What You'll Bring Required Qualifications Proven experience owning and scaling a B2B customer reference, customer advocacy, or customer marketing program. Experience supporting enterprise or upmarket sales motions and understanding the needs of complex, late-stage buying cycles. Demonstrated experience applying AI tools and automation to improve business workflows, customer engagement, or operational efficiency. Experience working within B2B SaaS or technology organizations. Experience with CRM platforms, marketing automation tools, or sales engagement technologies. Strong cross-functional leadership skills with the ability to influence without formal authority. Excellent analytical skills with experience using program metrics to drive strategic recommendations and continuous improvement. Exceptional written and verbal communication skills, including creating enablement resources and documentation that drive adoption. Ability to balance strategic thinking with hands-on execution in a fast-paced environment. Nice-to-Have Qualifications Experience supporting global go-to-market organizations. Familiarity with customer lifecycle marketing, customer communities, or executive advocacy programs. Experience measuring customer advocacy influence across the sales funnel. Experience measuring pipeline influence, revenue attribution, or sales enablement effectiveness. Where You'll Work Location: United States Work Location: Remote Travel: Up to one annual trip. Application Requirements Applications must be submitted by: Thursday, July 23 at 5pm ET Resume language: English Resume: Required Cover letter: Optional Pay & Benefits The cash compensation below includes base salary, on-target commission for employees in eligible roles, and annual bonus targets under HubSpot's bonus plan for eligible roles. In addition to cash compensation, some roles are eligible to participate in HubSpot's equity plan to receive restricted stock units (RSUs). Some roles may also be eligible for overtime pay. Individual compensation packages are tailored to your skills, experience, qualifications, and other job-related reasons. This resource will help guide how we recommend thinking about the range you see. Learn more about HubSpot's compensation philosophy . Benefits are also an important piece of your total compensation package. Explore the benefits and perks HubSpot offers to help employees grow better. At HubSpot, fair compensation practices aren't just about checking off the box for legal compliance. It's about living out our value of transparency with our employees, candidates, and community. Annual Cash Compensation Range: $92,000 - $138,000 USD We know the confidence gap and impostor syndrome can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you. If you need accommodations or assistance due to a disability, please reach out to us using this form . At HubSpot, we value both flexibility and connection. Whether you're a Remote employee or work from the Office, we want you to start your journey here by building strong connections with your team and peers. If you are joining our Engineering team, you will be required to attend a regional HubSpot office for in-person onboarding. If you join our broader Product team, you'll also attend other in-person events, such as your Product Group Summit and other gatherings, to continue building on those connections. If you require an accommodation due to travel limitations or other reasons, please inform your recruiter during the hiring process. We are committed to supporting candidates who may need alternative arrangements Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Germany Applicants: (m/f/d) - link to HubSpot's Career Diversity page here . India Applicants: link to HubSpot India's equal opportunity policy here . About HubSpot HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service. HubSpot's connected platform enables businesses to grow faster by focusing on what matters most: customers. At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow. We're building a company where people can do their best work . We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world. Explore more: HubSpot Careers Life at HubSpot on Instagram HubSpot may use AI to help screen or assess candidates, but all hiring decisions are always human. More information can be found here . By submitting your application, you agree that HubSpot may collect your personal data for recruiting, global organization planning, and related purposes. We may use CLEAR ID Verification during the hiring process to confirm your identity and help maintain a safe, secure, and trusted experience for all candidates. Refer to HubSpot's Recruiting Privacy Notice for details on data processing and your rights.
07/23/2026
Full time
POS-16578 Role Summary Our mission at HubSpot is to help millions of organizations grow better. We do that by building software, tools, and experiences that help businesses grow with confidence. The Customer Reference Program (CRP) is a strategic part of our go-to-market motion, helping prospects hear directly from customers who have grown better with us. By creating trusted peer validation, the program accelerates buying decisions, strengthens customer advocacy, and reinforces HubSpot's competitive position. We're looking for a Senior Marketer to lead and evolve the Customer Reference Program into an AI-enabled, data-driven function that scales with our business. In this highly cross-functional individual contributor role, you'll shape how customer advocacy supports enterprise selling, expands across HubSpot's growing product portfolio, and becomes an even stronger competitive advantage. What You'll Do Own the end-to-end strategy and operations of HubSpot's Customer Reference Program, including advocate recruitment, onboarding, matching, engagement, and program governance. Partner closely with Sales, Customer Success, Product Marketing, and GTM Enablement to integrate customer references earlier and more effectively throughout the buyer journey. Build and maintain a diverse advocate community that reflects HubSpot's evolving products, customer segments, industries, and strategic priorities. Develop and implement AI-powered workflows that improve reference matching, advocate engagement, and overall program efficiency. Provide strategic leadership for day-to-day operations while partnering with the Customer Reference Operations Specialist to execute program activities at scale. Design and deliver exceptional advocate experiences that strengthen long-term customer engagement and encourage ongoing participation. Develop playbooks, documentation, and enablement resources that help revenue teams confidently identify, request, and use customer references. Measure and optimize program performance using KPIs such as reference fulfillment speed, advocate engagement, sales adoption, pipeline influence, and deal acceleration. Identify opportunities to improve program processes, automation, reporting, and customer experiences through continuous experimentation and data-driven decision-making. Serve as the primary subject matter expert for the Customer Reference Program across HubSpot's go-to-market organization. What You'll Bring Required Qualifications Proven experience owning and scaling a B2B customer reference, customer advocacy, or customer marketing program. Experience supporting enterprise or upmarket sales motions and understanding the needs of complex, late-stage buying cycles. Demonstrated experience applying AI tools and automation to improve business workflows, customer engagement, or operational efficiency. Experience working within B2B SaaS or technology organizations. Experience with CRM platforms, marketing automation tools, or sales engagement technologies. Strong cross-functional leadership skills with the ability to influence without formal authority. Excellent analytical skills with experience using program metrics to drive strategic recommendations and continuous improvement. Exceptional written and verbal communication skills, including creating enablement resources and documentation that drive adoption. Ability to balance strategic thinking with hands-on execution in a fast-paced environment. Nice-to-Have Qualifications Experience supporting global go-to-market organizations. Familiarity with customer lifecycle marketing, customer communities, or executive advocacy programs. Experience measuring customer advocacy influence across the sales funnel. Experience measuring pipeline influence, revenue attribution, or sales enablement effectiveness. Where You'll Work Location: United States Work Location: Remote Travel: Up to one annual trip. Application Requirements Applications must be submitted by: Thursday, July 23 at 5pm ET Resume language: English Resume: Required Cover letter: Optional Pay & Benefits The cash compensation below includes base salary, on-target commission for employees in eligible roles, and annual bonus targets under HubSpot's bonus plan for eligible roles. In addition to cash compensation, some roles are eligible to participate in HubSpot's equity plan to receive restricted stock units (RSUs). Some roles may also be eligible for overtime pay. Individual compensation packages are tailored to your skills, experience, qualifications, and other job-related reasons. This resource will help guide how we recommend thinking about the range you see. Learn more about HubSpot's compensation philosophy . Benefits are also an important piece of your total compensation package. Explore the benefits and perks HubSpot offers to help employees grow better. At HubSpot, fair compensation practices aren't just about checking off the box for legal compliance. It's about living out our value of transparency with our employees, candidates, and community. Annual Cash Compensation Range: $92,000 - $138,000 USD We know the confidence gap and impostor syndrome can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you. If you need accommodations or assistance due to a disability, please reach out to us using this form . At HubSpot, we value both flexibility and connection. Whether you're a Remote employee or work from the Office, we want you to start your journey here by building strong connections with your team and peers. If you are joining our Engineering team, you will be required to attend a regional HubSpot office for in-person onboarding. If you join our broader Product team, you'll also attend other in-person events, such as your Product Group Summit and other gatherings, to continue building on those connections. If you require an accommodation due to travel limitations or other reasons, please inform your recruiter during the hiring process. We are committed to supporting candidates who may need alternative arrangements Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Germany Applicants: (m/f/d) - link to HubSpot's Career Diversity page here . India Applicants: link to HubSpot India's equal opportunity policy here . About HubSpot HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service. HubSpot's connected platform enables businesses to grow faster by focusing on what matters most: customers. At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow. We're building a company where people can do their best work . We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world. Explore more: HubSpot Careers Life at HubSpot on Instagram HubSpot may use AI to help screen or assess candidates, but all hiring decisions are always human. More information can be found here . By submitting your application, you agree that HubSpot may collect your personal data for recruiting, global organization planning, and related purposes. We may use CLEAR ID Verification during the hiring process to confirm your identity and help maintain a safe, secure, and trusted experience for all candidates. Refer to HubSpot's Recruiting Privacy Notice for details on data processing and your rights.
Healthcare Financial Management Association
Remote, Oregon
Position Summary The Business Development Executive (BDE) drives revenue growth across HFMA's three core product lines; Peer Review, Advertising, and Sponsorships, with an annual quota of $4.4M. This is a hunter role for a self-directed, consultative sales professional who's energized by building relationships with senior healthcare and finance decision-makers. The BDE manages a substantial portfolio with uncapped earning potential, connecting organizations with HFMA's highly engaged member audience. Responsibilities Business Development & Revenue Growth Execute HFMA's sales strategy across three core product lines; Peer Review, Advertising, and Sponsorships to meet or exceed annual revenue targets set by sales leadership, contributing account- and territory-level input to plan development. Prospect, qualify, and close new business while maintaining and growing an existing book of accounts. Build and nurture relationships with C-suite and VP-level decision makers in healthcare and finance organizations. Manage the full sales cycle from outreach through contract execution and revenue recognition. Strategic sales of custom packages developed for key accounts with coordination from organizational leadership. Sell sponsorship packages for HFMA live events, conferences, and digital properties. Present advertising and media solutions to healthcare and finance brands seeking to reach HFMA's membership audience. Collaborate with internal teams to ensure smooth onboarding and delivery of sold programs. Maintain accurate pipeline and activity records in CRM. Provide regular forecasting and progress reports to sales leadership. Represent HFMA at industry events and conferences as needed. Stay current on healthcare finance trends to position HFMA's solutions consultatively and credibly. Perform other duties as needed. Qualifications & Experience Required 7+ years of B2B sales experience with a proven track record of meeting or exceeding quota. Experience selling to healthcare, finance, or healthcare finance executives (CFOs, revenue cycle leaders, or similar C-suite/VP-level buyers). Demonstrated success managing a complex, multi-product portfolio. Willingness to travel up to 20% for client meetings, industry events, and HFMA conferences. Preferred Experience in association, media, or publishing sales. Background selling sponsorships or advertising to healthcare, finance, or life sciences companies. Familiarity with HFMA's member community or the healthcare finance landscape. Critical Competencies Consultative selling approach with strong relationship-building skills. Ability to manage a large pipeline across multiple product categories. Self-directed and comfortable working remotely with minimal supervision. Strong written and verbal communication; confident presenting to senior stakeholders. CRM proficiency (Salesforce or similar). Exhibits a high degree of professionalism, tact, and reliability, consistently building strong, trust-based relationships with both current and prospective clients. Compensation details: 00 Yearly Salary PIfabd912fb5-
07/22/2026
Full time
Position Summary The Business Development Executive (BDE) drives revenue growth across HFMA's three core product lines; Peer Review, Advertising, and Sponsorships, with an annual quota of $4.4M. This is a hunter role for a self-directed, consultative sales professional who's energized by building relationships with senior healthcare and finance decision-makers. The BDE manages a substantial portfolio with uncapped earning potential, connecting organizations with HFMA's highly engaged member audience. Responsibilities Business Development & Revenue Growth Execute HFMA's sales strategy across three core product lines; Peer Review, Advertising, and Sponsorships to meet or exceed annual revenue targets set by sales leadership, contributing account- and territory-level input to plan development. Prospect, qualify, and close new business while maintaining and growing an existing book of accounts. Build and nurture relationships with C-suite and VP-level decision makers in healthcare and finance organizations. Manage the full sales cycle from outreach through contract execution and revenue recognition. Strategic sales of custom packages developed for key accounts with coordination from organizational leadership. Sell sponsorship packages for HFMA live events, conferences, and digital properties. Present advertising and media solutions to healthcare and finance brands seeking to reach HFMA's membership audience. Collaborate with internal teams to ensure smooth onboarding and delivery of sold programs. Maintain accurate pipeline and activity records in CRM. Provide regular forecasting and progress reports to sales leadership. Represent HFMA at industry events and conferences as needed. Stay current on healthcare finance trends to position HFMA's solutions consultatively and credibly. Perform other duties as needed. Qualifications & Experience Required 7+ years of B2B sales experience with a proven track record of meeting or exceeding quota. Experience selling to healthcare, finance, or healthcare finance executives (CFOs, revenue cycle leaders, or similar C-suite/VP-level buyers). Demonstrated success managing a complex, multi-product portfolio. Willingness to travel up to 20% for client meetings, industry events, and HFMA conferences. Preferred Experience in association, media, or publishing sales. Background selling sponsorships or advertising to healthcare, finance, or life sciences companies. Familiarity with HFMA's member community or the healthcare finance landscape. Critical Competencies Consultative selling approach with strong relationship-building skills. Ability to manage a large pipeline across multiple product categories. Self-directed and comfortable working remotely with minimal supervision. Strong written and verbal communication; confident presenting to senior stakeholders. CRM proficiency (Salesforce or similar). Exhibits a high degree of professionalism, tact, and reliability, consistently building strong, trust-based relationships with both current and prospective clients. Compensation details: 00 Yearly Salary PIfabd912fb5-
Healthcare Financial Management Association
Remote, Oregon
Position Summary The Director, Information Technology is accountable for the technology operations, reliability, and security of HFMA's systems and infrastructure, enabling the organization's business capabilities and services. This role provides strategic leadership across all IT domains, including infrastructure, cybersecurity, business software solutions, and enterprise data operations, while overseeing a managed service provider (MSP) partnership responsible for helpdesk support and infrastructure management. In partnership with executive leadership, this position shapes and executes HFMA's overall technology strategy, balancing long-term architecture vision with operational excellence. The Director directly manages a team of five: a .NET Engineer, a Salesforce Engineer, a Senior Data Engineer, a Technical Project Manager, and an IT Coordinator, and holds accountability for MSP performance and alignment with organizational standards. Responsibilities IT Strategy and Business PlanningDevelops and maintains a comprehensive IT strategy and annual plan/budget aligned with HFMA's organizational mission, goals, and operational needs across the near, mid, and long term.Develops and manages the IT budget, including capital and operating expenses, vendor contracts, and MSP service agreements; identifies opportunities to optimize cost and performance.Builds strong relationships with business leaders across the enterprise; translates strategic priorities into IT dependencies, initiatives, and investment plans.Establishes governance processes to identify, prioritize, and implement IT-related needs in accordance with organizational and leadership priorities; implements KPIs, OKRs, and SLA frameworks to measure and report on IT performance.Stays current on emerging technologies and industry trends; evaluates and recommends adoption of innovations that advance HFMA's competitive capabilities and employee productivity. Infrastructure Management and MaintenanceProvides strategic oversight for HFMA's infrastructure environment, including cloud-based servers, cloud services, networks, and end-user computing platforms; ensures infrastructure is reliable, scalable, and cost-effective.Develops and maintains infrastructure roadmaps including lifecycle planning, hardware/software refresh cycles, and capacity forecasting; ensures timely patching, updates, and maintenance across all systems.Directs the IT Coordinator in managing day-to-day infrastructure changes, upgrades, and scheduling; ensures documentation and change management processes are followed consistently.Monitors infrastructure performance and availability; establishes baseline metrics, alert thresholds, and escalation processes to proactively address issues before they impact operations.Leads business continuity and disaster recovery planning; develops, tests, and maintains protocols to minimize disruption to operations in the event of outage, failure, or data loss.Maintains accurate documentation of infrastructure architecture, configurations, integrations, and operational procedures. IT SecurityDevelops and maintains HFMA's information security program, including policies, standards, and controls that protect organizational data, systems, and networks against internal and external threats.Establishes and maintains mechanisms to proactively identify, audit, track, report, and mitigate technology and data security risks; evaluates HFMA's adherence to applicable regulatory and federal security requirements.Performs regular security architecture reviews of systems, networks, and integrations; leads incident response planning and ensures staff are prepared to execute in the event of a security event.Manages delivery of security awareness programs and training for HFMA staff to minimize risk from phishing, social engineering, and other human-vector threats.Maintains confidentiality of sensitive organizational data and upholds a security-first culture across all IT functions and vendor relationships. MSP Oversight and Vendor ManagementServes as the primary liaison and accountability owner for HFMA's managed service provider, overseeing helpdesk operations, infrastructure management, and contracted service delivery against defined SLAs.Conducts regular performance reviews with MSP leadership; tracks metrics, escalates issues, and ensures alignment with HFMA's operational standards and security requirements.Manages contracts, service renewals, and cost negotiations with the MSP and other key technology vendors; maintains business and technical relationships to optimize value and manage risk.Establishes escalation pathways and communication protocols between HFMA staff and the MSP to ensure timely resolution of helpdesk tickets and infrastructure issues.Conducts periodic user satisfaction reviews to measure quality of support services and identify improvement opportunities. Business Software Solutions and Data Operations Software Solution Strategy and Architecture Works to understand business needs and constraints and designs an overall architecture and strategy to guide software solution selection, implementation, and long-term evolution.Proactively identifies opportunities to improve business efficiency or performance through technology; negotiates with business owners on priority and approach for proposed solutions.Leads software selection efforts resulting in development of a software ecosystem that is high-performing and cost-efficient; evaluates build-vs-buy tradeoffs and oversees procurement and contract negotiation.Designs and manages technical implementation and integration of new software solutions to meet functional, transactional, and analytical needs; sets standards for interoperability across the ecosystem.Maintains current knowledge of solutions, tools, and working processes to ensure that HFMA benefits from industry and technology advancements. Software Solution Management Designs, creates, and maintains appropriate architectures to ensure that the ecosystem of software solutions meets business needs for functionality, transactional integration, performance, maintainability, availability, security, cost, and business intelligence.Creates and maintains accurate documentation of software architecture and integrations as built; develops, documents, implements, and enforces standards for ecosystem components and integration patterns.Plans and oversees maintenance of existing solutions including scheduling updates and patching; monitors and manages system performance to proactively address issues.Performs regular architecture and system reviews to ensure that security goals are met across the software ecosystem.Maintains business and technical relationships with vendor representatives to manage performance, issues, service agreements, and contracts.Develops and publishes appropriate documentation and training to assist users in making the most of available solutions and minimizing day-to-day dependence on IT for routine operations. Enterprise Data Platform and Analytics Leads the development, build-out, and ongoing operation of HFMA's Microsoft Fabric environment, establishing it as the central enterprise data platform supporting reporting, analytics, and business intelligence across the organization.Directs the design and implementation of data pipelines that ingest, transform, and deliver data from source systems (including the .NET platform, Salesforce, and other business systems) into the Fabric environment using a medallion architecture (bronze, silver, and gold layers).Partners with the Senior Data Engineer to define data engineering standards, pipeline development practices, and data quality frameworks; ensures the platform is scalable, maintainable, and aligned with organizational data governance policies.Establishes and enforces data governance standards including data definitions, ownership, lineage, quality controls, and access management across the enterprise data ecosystem.Develops the organization's data and analytics roadmap, identifying opportunities to create business value through improved access to data, self-service reporting capabilities, and advanced analytics.Ensures data security and privacy controls are embedded into the data platform architecture, including appropriate role-based access, data masking, and audit logging. Project Management and DeliveryPartners with the Technical Project Manager to analyze, prioritize, and schedule IT work associated with business needs; ensures projects are planned against organizational priorities and delivered on time and within scope.Coordinates delivery across multiple concurrent IT efforts to avoid conflicts, resource constraints, and scheduling gaps; applies Agile frameworks and tools to manage team workload and velocity.Ensures strong communication between technical teams and business stakeholders throughout active projects; proactively manages expectations around timelines, risks, and delivery plans.Drives adoption of continuous improvement through metrics-based retrospectives and process refinement; measures and shares impact of service improvements across the department. Team LeadershipDirectly manages a team of five: a .NET Engineer, a Salesforce Engineer, a Senior Data Engineer, a Technical Project Manager, and an IT Coordinator; designs team structure and proactively evaluates gaps and opportunities to optimize skills and capacity.Provides mentoring, coaching . click apply for full job details
07/22/2026
Full time
Position Summary The Director, Information Technology is accountable for the technology operations, reliability, and security of HFMA's systems and infrastructure, enabling the organization's business capabilities and services. This role provides strategic leadership across all IT domains, including infrastructure, cybersecurity, business software solutions, and enterprise data operations, while overseeing a managed service provider (MSP) partnership responsible for helpdesk support and infrastructure management. In partnership with executive leadership, this position shapes and executes HFMA's overall technology strategy, balancing long-term architecture vision with operational excellence. The Director directly manages a team of five: a .NET Engineer, a Salesforce Engineer, a Senior Data Engineer, a Technical Project Manager, and an IT Coordinator, and holds accountability for MSP performance and alignment with organizational standards. Responsibilities IT Strategy and Business PlanningDevelops and maintains a comprehensive IT strategy and annual plan/budget aligned with HFMA's organizational mission, goals, and operational needs across the near, mid, and long term.Develops and manages the IT budget, including capital and operating expenses, vendor contracts, and MSP service agreements; identifies opportunities to optimize cost and performance.Builds strong relationships with business leaders across the enterprise; translates strategic priorities into IT dependencies, initiatives, and investment plans.Establishes governance processes to identify, prioritize, and implement IT-related needs in accordance with organizational and leadership priorities; implements KPIs, OKRs, and SLA frameworks to measure and report on IT performance.Stays current on emerging technologies and industry trends; evaluates and recommends adoption of innovations that advance HFMA's competitive capabilities and employee productivity. Infrastructure Management and MaintenanceProvides strategic oversight for HFMA's infrastructure environment, including cloud-based servers, cloud services, networks, and end-user computing platforms; ensures infrastructure is reliable, scalable, and cost-effective.Develops and maintains infrastructure roadmaps including lifecycle planning, hardware/software refresh cycles, and capacity forecasting; ensures timely patching, updates, and maintenance across all systems.Directs the IT Coordinator in managing day-to-day infrastructure changes, upgrades, and scheduling; ensures documentation and change management processes are followed consistently.Monitors infrastructure performance and availability; establishes baseline metrics, alert thresholds, and escalation processes to proactively address issues before they impact operations.Leads business continuity and disaster recovery planning; develops, tests, and maintains protocols to minimize disruption to operations in the event of outage, failure, or data loss.Maintains accurate documentation of infrastructure architecture, configurations, integrations, and operational procedures. IT SecurityDevelops and maintains HFMA's information security program, including policies, standards, and controls that protect organizational data, systems, and networks against internal and external threats.Establishes and maintains mechanisms to proactively identify, audit, track, report, and mitigate technology and data security risks; evaluates HFMA's adherence to applicable regulatory and federal security requirements.Performs regular security architecture reviews of systems, networks, and integrations; leads incident response planning and ensures staff are prepared to execute in the event of a security event.Manages delivery of security awareness programs and training for HFMA staff to minimize risk from phishing, social engineering, and other human-vector threats.Maintains confidentiality of sensitive organizational data and upholds a security-first culture across all IT functions and vendor relationships. MSP Oversight and Vendor ManagementServes as the primary liaison and accountability owner for HFMA's managed service provider, overseeing helpdesk operations, infrastructure management, and contracted service delivery against defined SLAs.Conducts regular performance reviews with MSP leadership; tracks metrics, escalates issues, and ensures alignment with HFMA's operational standards and security requirements.Manages contracts, service renewals, and cost negotiations with the MSP and other key technology vendors; maintains business and technical relationships to optimize value and manage risk.Establishes escalation pathways and communication protocols between HFMA staff and the MSP to ensure timely resolution of helpdesk tickets and infrastructure issues.Conducts periodic user satisfaction reviews to measure quality of support services and identify improvement opportunities. Business Software Solutions and Data Operations Software Solution Strategy and Architecture Works to understand business needs and constraints and designs an overall architecture and strategy to guide software solution selection, implementation, and long-term evolution.Proactively identifies opportunities to improve business efficiency or performance through technology; negotiates with business owners on priority and approach for proposed solutions.Leads software selection efforts resulting in development of a software ecosystem that is high-performing and cost-efficient; evaluates build-vs-buy tradeoffs and oversees procurement and contract negotiation.Designs and manages technical implementation and integration of new software solutions to meet functional, transactional, and analytical needs; sets standards for interoperability across the ecosystem.Maintains current knowledge of solutions, tools, and working processes to ensure that HFMA benefits from industry and technology advancements. Software Solution Management Designs, creates, and maintains appropriate architectures to ensure that the ecosystem of software solutions meets business needs for functionality, transactional integration, performance, maintainability, availability, security, cost, and business intelligence.Creates and maintains accurate documentation of software architecture and integrations as built; develops, documents, implements, and enforces standards for ecosystem components and integration patterns.Plans and oversees maintenance of existing solutions including scheduling updates and patching; monitors and manages system performance to proactively address issues.Performs regular architecture and system reviews to ensure that security goals are met across the software ecosystem.Maintains business and technical relationships with vendor representatives to manage performance, issues, service agreements, and contracts.Develops and publishes appropriate documentation and training to assist users in making the most of available solutions and minimizing day-to-day dependence on IT for routine operations. Enterprise Data Platform and Analytics Leads the development, build-out, and ongoing operation of HFMA's Microsoft Fabric environment, establishing it as the central enterprise data platform supporting reporting, analytics, and business intelligence across the organization.Directs the design and implementation of data pipelines that ingest, transform, and deliver data from source systems (including the .NET platform, Salesforce, and other business systems) into the Fabric environment using a medallion architecture (bronze, silver, and gold layers).Partners with the Senior Data Engineer to define data engineering standards, pipeline development practices, and data quality frameworks; ensures the platform is scalable, maintainable, and aligned with organizational data governance policies.Establishes and enforces data governance standards including data definitions, ownership, lineage, quality controls, and access management across the enterprise data ecosystem.Develops the organization's data and analytics roadmap, identifying opportunities to create business value through improved access to data, self-service reporting capabilities, and advanced analytics.Ensures data security and privacy controls are embedded into the data platform architecture, including appropriate role-based access, data masking, and audit logging. Project Management and DeliveryPartners with the Technical Project Manager to analyze, prioritize, and schedule IT work associated with business needs; ensures projects are planned against organizational priorities and delivered on time and within scope.Coordinates delivery across multiple concurrent IT efforts to avoid conflicts, resource constraints, and scheduling gaps; applies Agile frameworks and tools to manage team workload and velocity.Ensures strong communication between technical teams and business stakeholders throughout active projects; proactively manages expectations around timelines, risks, and delivery plans.Drives adoption of continuous improvement through metrics-based retrospectives and process refinement; measures and shares impact of service improvements across the department. Team LeadershipDirectly manages a team of five: a .NET Engineer, a Salesforce Engineer, a Senior Data Engineer, a Technical Project Manager, and an IT Coordinator; designs team structure and proactively evaluates gaps and opportunities to optimize skills and capacity.Provides mentoring, coaching . click apply for full job details
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview The Vice President, Health Systems - Intrafusion is responsible for leading execution and driving new business growth for Intrafusion within assigned health system accounts. The role focuses on advancing complex opportunities, strengthening executive relationships, and ensuring disciplined sales execution across the health systems segment. This position serves as a senior commercial leader who combines direct people leadership with hands on engagement in enterprise level customer pursuits. The Vice President works in close partnership with McKesson Health Systems and cross functional stakeholders to deliver integrated infusion management solutions that meet customer needs and support Intrafusion's growth objectives. Key Responsibilities People Leadership & Team Development Lead, coach, and develop a team of sales and support resources aligned to Health Systems Intrafusion opportunities. Set clear priorities, expectations, and performance objectives to support consistent execution and professional growth. Conduct regular pipeline, deal strategy, and performance discussions to drive accountability and results. Support onboarding and development of team members in partnership with Human Resources and functional leaders. Health Systems Business Development & Deal Execution Lead complex, multi stakeholder health system pursuits from opportunity qualification through contract execution. Participate in executive level customer discussions, presentations, and negotiations. Guide opportunity structuring, scope definition, and value articulation for Intrafusion management and advisory services. Partner with Finance, Legal, and Implementation teams to support pricing, contracting, and approvals within established governance processes. Operational & Solution Alignment Coordinate closely with operational and clinical subject matter experts to ensure proposed solutions are operationally viable. Align operational assessments and solution design with customer goals and implementation readiness. Support effective transition from sales to implementation and remain engaged through early execution to ensure successful outcomes. Executive Engagement & Relationship Management Build and maintain strong executive level relationships within assigned health system customers. Represent Intrafusion in customer meetings and internal forums. Collaborate with McKesson Health Systems leadership to ensure alignment across enterprise relationships. Pipeline Management & Forecasting Manage day to day pipeline activity across assigned accounts. Ensure opportunities are appropriately qualified and progressed through the sales process. Maintain accurate forecasting and visibility into risks, dependencies, and resource needs. Cross Functional Collaboration Work closely with McKesson Health Systems, Operations, Revenue Cycle, Analytics, and Implementation teams to deliver coordinated customer solutions. Promote consistent sales process discipline and governance compliance. Success Measures Advancement and close rate of assigned health system opportunities. Quality and effectiveness of executive level customer engagement. Team performance, engagement, and development. Pipeline discipline, forecast accuracy, and execution consistency. Minimum Requirement Degree or equivalent experience. Typically requires 12+ years of professional experience and 4+ years of management experience. Critical Skills 10+ years of experience in health system sales, infusion services, specialty pharmacy, or provider solutions. Demonstrated experience leading and coaching commercial teams. Proven success managing complex, enterprise healthcare transactions. Strong understanding of health system operating environments and infusion economics. Ability to operate effectively in a highly matrixed organization. Preferred Skills/Experience Experience partnering cross-functionally with operations, clinical, finance, and implementation teams on enterprise-level healthcare deals. Knowledge of infusion management, in-office infusion centers, or specialty pharmacy services. Physical Requirements This is a remote position open to candidates residing anywhere in the United States. 50% travel nationally. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Total Target Cash (TTC) Pay Range for this position: $211,400 - $352,300 Total Target Cash (TTC) is defined as base pay plus target incentive. McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/22/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Role Overview The Vice President, Health Systems - Intrafusion is responsible for leading execution and driving new business growth for Intrafusion within assigned health system accounts. The role focuses on advancing complex opportunities, strengthening executive relationships, and ensuring disciplined sales execution across the health systems segment. This position serves as a senior commercial leader who combines direct people leadership with hands on engagement in enterprise level customer pursuits. The Vice President works in close partnership with McKesson Health Systems and cross functional stakeholders to deliver integrated infusion management solutions that meet customer needs and support Intrafusion's growth objectives. Key Responsibilities People Leadership & Team Development Lead, coach, and develop a team of sales and support resources aligned to Health Systems Intrafusion opportunities. Set clear priorities, expectations, and performance objectives to support consistent execution and professional growth. Conduct regular pipeline, deal strategy, and performance discussions to drive accountability and results. Support onboarding and development of team members in partnership with Human Resources and functional leaders. Health Systems Business Development & Deal Execution Lead complex, multi stakeholder health system pursuits from opportunity qualification through contract execution. Participate in executive level customer discussions, presentations, and negotiations. Guide opportunity structuring, scope definition, and value articulation for Intrafusion management and advisory services. Partner with Finance, Legal, and Implementation teams to support pricing, contracting, and approvals within established governance processes. Operational & Solution Alignment Coordinate closely with operational and clinical subject matter experts to ensure proposed solutions are operationally viable. Align operational assessments and solution design with customer goals and implementation readiness. Support effective transition from sales to implementation and remain engaged through early execution to ensure successful outcomes. Executive Engagement & Relationship Management Build and maintain strong executive level relationships within assigned health system customers. Represent Intrafusion in customer meetings and internal forums. Collaborate with McKesson Health Systems leadership to ensure alignment across enterprise relationships. Pipeline Management & Forecasting Manage day to day pipeline activity across assigned accounts. Ensure opportunities are appropriately qualified and progressed through the sales process. Maintain accurate forecasting and visibility into risks, dependencies, and resource needs. Cross Functional Collaboration Work closely with McKesson Health Systems, Operations, Revenue Cycle, Analytics, and Implementation teams to deliver coordinated customer solutions. Promote consistent sales process discipline and governance compliance. Success Measures Advancement and close rate of assigned health system opportunities. Quality and effectiveness of executive level customer engagement. Team performance, engagement, and development. Pipeline discipline, forecast accuracy, and execution consistency. Minimum Requirement Degree or equivalent experience. Typically requires 12+ years of professional experience and 4+ years of management experience. Critical Skills 10+ years of experience in health system sales, infusion services, specialty pharmacy, or provider solutions. Demonstrated experience leading and coaching commercial teams. Proven success managing complex, enterprise healthcare transactions. Strong understanding of health system operating environments and infusion economics. Ability to operate effectively in a highly matrixed organization. Preferred Skills/Experience Experience partnering cross-functionally with operations, clinical, finance, and implementation teams on enterprise-level healthcare deals. Knowledge of infusion management, in-office infusion centers, or specialty pharmacy services. Physical Requirements This is a remote position open to candidates residing anywhere in the United States. 50% travel nationally. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Total Target Cash (TTC) Pay Range for this position: $211,400 - $352,300 Total Target Cash (TTC) is defined as base pay plus target incentive. McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
