Customer Success Specialist
Specialist Job In Dallas, TX
Full time remote position based in Dallas, TX. This person will work with the Customer Success team to ensure customer satisfaction and platform utilization within assigned accounts. They will be tasked with post-sale activities, driving platform adoption, and building a robust collaboration network. Position is mostly remote but will require some local travel.
Responsibilities
:
Guide customers proactively through the implementation process of the VitalEngine platform, ensuring its successful adoption.
Onboard and train end-users to utilize VitalEngine.
Assist in implementations of VitalEngine as needed onsite.
Analyze existing workflows and collaborate with customers to optimize the utilization of the VitalEngine platform.
Strategically build and grow community networks (spokes)
Offer technical guidance on device configuration, provision user management, and advise network/connectivity optimization.
Train customer admin users, enabling customers to train end-users within their organizations effectively.
Monitor and optimize post-implementation utilization to deliver desired outcomes.
Identify expansion opportunities and facilitate integration within the organization through effective communication and stakeholder engagement.
Advocate for VitalEngine value propositions across diverse healthcare service lines.
Conduct business reviews to engage stakeholders and address inquiries at various levels, including system/facility.
Personally visit clients or stakeholders on-site to address issues, build relationships, and find solutions when remote communication is insufficient.
Provide Tier 1 remote support (onsite as needed)
Who Would Thrive in This Role
We welcome candidates who possess a combination of education and/or work experience, with a preference for the following skills and personal attributes:
Bachelor's degree
4+ years of experience in customer success/account management.
4+ years of experience in healthcare.
4+ years experience utilizing and learning new technology systems.
Technology Skills:
Proficiency in general business technology with a knack for quickly mastering new applications, including Google Docs, Google Sheets, Google Slides, Microsoft Office/Windows, CRM (SalesForce), Zendesk and Tableau.
Understanding of industry compliance standards, particularly HIPAA privacy and security understanding.
Personal Attributes:
Results-oriented mindset with a proven track record of exceeding goals.
Exceptional written, verbal, interpersonal communication, and public speaking skills.
Ability to thrive independently while remotely collaborating with a high-functioning, geographically distributed team.
Exhibits excellent time management skills and thrives in fast-paced, dynamic environments, quickly adjusting to new priorities and demands.
Travel
The position requires up to 25% travel within the designated territory or with implementations.
Must have a valid driver's license and insured, dependable transportation.
Customer Experience Specialist
Specialist Job In Dallas, TX
Specialist
Customer Experience
Nickson is a Texas born venture-backed startup that is transforming the way people live in apartments. Based on a user's online style quiz, our company designs and installs a customized on-demand living solution for rent. We are hardworking, fun loving, passionate, and love the challenges and rewards of scaling a new venture. We recently closed our Series A financing and are in rapid growth mode.
About The Role
Nickson is seeking a Specialist to join the Customer Experience Team within our fast-growing venture.
At Nickson, we count on our customer experience department to interact professionally with our valued customers when they have questions or concerns. We're looking for a highly skilled customer experience specialist to join our team, managing inbound and outbound phone calls, email requests, and interaction with a friendly, helpful approach. The ideal candidate is a quick learner who can think on their feet and resolve any issues that come up with our customer-first business mentality. He or she is also experienced with sales, as the opportunity to promote company products and services may arise. The most successful specialist has the communication and interpersonal skills needed to provide support, answer questions, and resolve issues in an efficient manner.
We pride ourselves on the amazing team we've built. The driver behind all our growth, brand, and disruptive service is the people that make Nickson. This is a key role serving as the voice and face of our company and will be integral to reinforcing our reputation for providing exceptional customer experience. This role is all about bringing the best of Nickson forward and ensuring our users have the best possible experience in all cases.
Nickson welcomes people from all backgrounds who seek the opportunity to help build a future where anyone anywhere can effortlessly have a place to call home. If you have the curiosity, passion, and collaborative spirit, work with us, and let's move the world forward, together.
Within Nickson, our People are our most important and valuable assets, and the Customer Experience Specialist will be tasked with:
Managing a large volume of inbound and outbound calls, emails, and chats with knowledge and efficiency.
Identifying and addressing customer needs with a goal of complete satisfaction.
Providing expert answers to questions about products, pricing, and availability, while presenting the value of our portfolio of products to customers.
Meeting customer service department sales targets, generating sales leads when opportunities arise.
Following company communications guidelines and procedures under minimal supervision.
Recommending improvements to processes for improved company efficiency.
Working cross-functionally across teams and departments to ensure a smooth product delivery.
Who You Are
Action-oriented, results driven team player. Excellent written and oral communicator. Enjoys working in a fast-paced environment. Critical thinking people person. Ability to prioritize and complete multiple tasks in a timely manner. Strong attention to detail. Highly organized with the ability to hit the ground running but knows when to ask for assistance.
What You Can Do
Build expert and dynamic knowledge of company products and services.
Research information using available resources to satisfy customer inquiries.
Build rapport with customers by engaging with them in an inviting, friendly, and professional manner, to deliver exceptional experiences nurture lasting relationships.
Respond quickly, professionally, and accurately to all customer inquiries regarding quotes, orders, status requests, complaints, product returns, and warranties.
Meet daily personal/team qualitative and quantitative targets by recommending and explaining benefits of additional company services and seizing opportunities to sell products and services whenever possible.
Maintain daily log and document issues and resolutions in an electronic database for sales and executive management teams to review.
Qualifications
Bachelor's degree
Successful experience in a corporate environment
Strong written and verbal communication skills, including active listening and clear articulation
Ability to solve problems and alleviate conflicts or escalate tactfully
Ability to multitask, manage time, and prioritize
Able to work individually and as a team
Nickson Values
Honesty and Integrity above all
Great results start with great plans
Always be learning
Details are everything
Focus on results
Act like an owner
Compensation
From $50,000/yr + Bonus
P&C Insurance Service Specialist
Specialist Job In Dallas, TX
Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Customer Success Representative Job Responsibilities:
• Answers a high volume of phone calls daily.
• Processes changes to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.
Ideal candidates will possess the following:
• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow-through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.
Desktop Support Engineer
Specialist Job In Dallas, TX
Provide first-line technical support for end-users via phone, email, and in-person troubleshooting.
Diagnose and resolve hardware and software issues on Windows desktops, laptops, and peripherals.
Install, configure, and update Windows OS, drivers, and business applications.
Perform basic network troubleshooting, including connectivity issues, IP conflicts, and VPN support.
Assist with cabling, workstation setup, and peripheral installations (monitors, printers, docking stations).
Support Active Directory tasks, such as password resets, account provisioning, and permissions.
Troubleshoot and replace hardware components (RAM, hard drives, power supplies, etc.).
Maintain and update IT asset inventory for computers, software, and accessories.
Escalate complex technical issues to Tier 3 or infrastructure teams when necessary.
Provide end-user training on basic IT best practices and system usage.
Supervision Specialist
Specialist Job In Dallas, TX
Due to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and experience while performing various business review functions in their capacity as a firm principal. This will require a self-motivated individual with strong critical-thinking and communication skills, who has the ability to work within a fast paced, time sensitive environment. Further, this individual must possess a deep understanding of the industry and the related financial products and service.
What you will do:
The Supervision Specialist will focus primarily on principal review, business oversight and other related tasks including but not limited to:
Report directly to the Supervision Team Manager
Perform principal review and supervision of securities transactions
Provide principal review and supervision of direct business transactions
Provide support and guidance to Financial Representatives and their staff as it relates to the business review and approval process
Communicate and respond to Financial Representatives regarding supervision issues, compliance, industry rules, firm policies and procedures, etc.
Work closely with other team members, departments, home office staff and field personnel to promote the overall objectives of the Firm
What you need to have:
Bachelor's degree
FINRA Series 7, Series 24, Series 63 license required. Series 65/66 required within the first 6 months. Series 53/52 required within on year of hire.
2+ years supervisory and/or sales experience within the brokerage industry and securities industry experience
Strong working knowledge of industry products and services (stocks, bonds, mutual funds, UITs, ETFs, REITs, annuities, alternative investments, etc.)
Deep understanding of industry rules governing transactions and suitability
Excellent technology and communication skills
The desire to be an enthusiastic and cooperative team player willing to contribute as necessary to promote the success of the department and the Firm as a whole
Great customer service and communication skills
Previous compliance, supervisory and/or sales experience within the industry
In-depth knowledge of financial products and services
Ability to effectively work and thrive in a fast-paced environment where prioritizing or multi-tasking may be required
What is nice to have:
Other industry certifications • Prior experience with Pershing, Smarsh, Albridge, Protegent, Docupace
Independent broker-dealer experience
Compensation:
The base annual salary range for this role is $70,000 to $85,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Claims Research Specialist
Specialist Job In Bedford, TX
Responsible for obtaining, researching and compiling information on claims filed for settlement. Ensures files are accurate and complete before sending to claims adjuster. Designated as point of contact to borrowers, clients and various vendors for claims that have been filed.
Answer and respond to telephone inquiries from clients and borrowers
Request status updates from vendors (i.e. appraisers, skip-tracers)
Obtain missing information on files by contacting appropriate contact via phone, fax or email
Ensure files have required information and documentation before going to the adjuster
Assist borrowers, providers, and clients with problems or questions regarding their claims and/ or policies
Document files with pertinent information
Additional Responsibilities:
Responsible for complying with state laws, policies and company procedures
Other duties as assigned or required
Knowledge/Skills/Abilities:
Basic Microsoft Office Skills (Word, Excel, Outlook and Internet Explorer) required
Typing of 45 wpm
Good attention to detail
Ability to multi-task
Good verbal and written communication skills
Good time management and organizational skills
Knowledge of claims processing required
Knowledge of Collateral Protection Insurance helpful
Insurtrak knowledge helpful
Education/Experience:
High School Diploma or equivalent required
Previous experience working in a claims environment required
1-3 years of general office experience required
Qualifications
Banking, Claims Processing, Collateral Protection Insurance, Credit Union, Remarketing
Teller Product Specialist
Specialist Job In Richardson, TX
A Teller Product Specialist's role is to execute go-to-market processes for ARGO's Teller Payment Fraud product suite with accountability for Customer Implementation Projects, Product Competitiveness and Sales Support.
The Teller Product Specialist (internal job title, Product Manager) has high customer contact and must have credibility with customers ranging from end users to senior management. This position is highly collaborative, engaging multiple levels and departments within ARGO, including project managers, business analysts, SDLC staff (development, quality assurance, UX), sales, and other Line of Business product management on cross-LOB initiatives such as referrals, fraud/customer identification, cross-selling/offer management and customer engagement.
EXPECTED WORK AND PERFORMANCE
Job duties and responsibilities include the following. Other duties may be assigned as needed.
Customer Implementation Projects - transferring best practices solution knowledge to Argo customers during deployment (60% of time):
Leading efficient knowledge transfer, requirements gathering, user training, and solution usage optimization
Maintains ongoing relationships with customer subject matter experts and scouts for revenue opportunities for add-on products
Performs post-deployment studies including pilot/rollout success criteria validation, user training assessment/effectiveness, compliance reviews, planning and needs analysis, aggregating/analyzing data and publishing benchmark data.
Product Competitiveness - ensuring ongoing product suite market competitiveness and regulatory compliance with accountability for the following segments of the software manufacturing process (30% of time):
Maintaining and enhancing the product with best practice feature functionality through complete written business requirements definition and conceptual design
Collaborate with user experience team to optimize user interface, workflow and usability
Responsible for customer facing product documentation
Provides test support through the planning and execution of test scenarios from a functional perspective
Sales Support - to support ARGO sales by conveying product value and capabilities to market prospects (10% of time), through:
Creates marketing collateral materials - written and presentation
Presents and articulates value proposition of product solutions through customer demonstrations
Prepares RFI/RFP responses
Customer studies - requirements / best practices, cost benefit analysis
QUALIFICATIONS
Retail Banking work experience: a minimum of 3 years in Financial Services with the requisite knowledge of the areas above. Experience at the multi-branch/area/regional/district level is a plus.
Education - Bachelor's Degree with studies in Finance, Accounting, Management, Marketing, Business Administration or similar
Able to travel to customer sites or industry events up to 15% of the time.
REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE
The Teller Product Specialist is a subject matter expert with retail banking knowledge of branch monetary transactions and payment (item processing) processing.
Candidate should have a detailed knowledge of:
Branch operations (monetary transactions, cash handling, balancing, G/L, reporting)
Customer service and satisfaction
Teller performance metrics
Branch sales - referrals, cross selling / upsell
Candidate should have a good balance of knowledge in areas such as:
Back-office deposit operations including payments processing related to branch image capture (item processing, reconciliation, posting, adjustments)
Check and payment fraud detection (detailed fraud knowledge is a plus)
Customer identity and authentication
Regulatory Compliance (AML/CTR, KYC, RegCC)
Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels - from end-users to management.
High degree of IT Automation literacy including:
The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions
A working knowledge of the technology systems and their makeup (hardware and software components) used in branch automation solutions
A general understanding of data constructs (where is data stored, what systems “own” the data, what is the availability of data and KPI's numerical interpretation)
Analytical Skills - strong quantitative analytical and critical thinking skills
ATTENDANCE/WORK LOCATION
The position is based in our Richardson, TX, Memphis, TN or Toronto, CA office. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.
DISCLAIMER
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Enrollment Specialist
Specialist Job In Addison, TX
Admissions Specialist - Enrollment
Graduate America | The Platform for Purpose
Dallas, TX | On-Site | Full-Time
Ready to help students step into purpose-driven careers?
Graduate America is seeking a detail-oriented, student-focused Admissions Specialist to join our Enrollment Management team. In this role, you'll play a pivotal part in guiding prospective students-especially those entering allied health and career pathways-through every stage of the admissions process.
Key Responsibilities
Process admissions applications and verify eligibility for enrollment across academic and allied health and trade programs.
Maintain accurate student records in the Student Information System (SIS), including personal information, major changes, attendance, and residency status.
Digitize, organize, and code all supporting documents in compliance with federal, state, and institutional policies.
Guide applicants through the admissions process, providing clear instructions and support regarding documentation, program requirements, and deadlines.
Evaluate and code student residency classification based on local, state, and federal guidelines for tuition purposes.
Assist students with questions related to admissions, Texas Success Initiative (TSI), ESL programs, international student pathways, and enrollment status.
Process course withdrawals in compliance with institutional and governmental standards.
Perform data quality audits and run regular reports to ensure SIS accuracy and compliance.
Support verification requests from military branches, loan servicers, and background check agencies.
Collaborate with internal departments and community partners to create a seamless enrollment experience.
Conduct timely outreach and follow-ups with prospective students throughout the enrollment funnel.
Participate in student-facing workshops, events, and presentations promoting Graduate America's programs and support services.
Stay current with institutional policies and regulatory changes through ongoing professional development.
What You Bring
Passion for helping students succeed and confidence navigating admissions processes.
Strong organizational skills and high attention to detail.
Ability to learn and adapt in a fast-paced, tech-forward academic environment.
Clear, effective communication skills-written and verbal.
Experience in admissions, enrollment, student services, or customer service is a plus.
Why Graduate America?
At Graduate America, we believe every student deserves access to purpose-driven education that leads to meaningful work. We're reimagining college around the needs of today's learners-bridging ambition with action across healthcare, tech, and skilled trades.
Your purpose starts here. So does theirs.
Apply today and help build the future of education-one student at a time.
Contact Center Specialist
Specialist Job In Dallas, TX
We are hiring Contact Center Specialists to support patient registration, appointment scheduling, and customer service for a leading healthcare facility in Dallas, TX. This role requires strong communication skills, call center experience, and the ability to handle patient inquiries professionally and efficiently.
Key Responsibilities:
Answer incoming calls and electronic requests from patients, family members, and external parties
Register new patients and ensure accurate data entry into the electronic medical record system
Verify insurance coverage, determine self-pay responsibility, and schedule financial counseling if needed
Schedule healthcare appointments in accordance with system and clinic guidelines
Interpret physician orders to schedule tests and procedures accurately
Provide appointment details, required preparation instructions, and payment information
Document patient messages and communicate them to administrative or provider staff
Identify urgent patient situations and escalate appropriately for triage
Maintain professionalism and composure when handling upset callers, escalating priority issues as needed
Top Skills:
✔ Customer Service experience required
✔ Call Center experience required
✔ Typing and computer proficiency required
✔ Medical Terminology experience is a plus
Additional Notes:
📍 Work Location: 301 N Washington Ave, Dallas, TX 75246 (On-site)
🚗 Parking Included: Yes
🎤 Interview Type: 2 rounds of interviews
🎓 Certification/Degree Requirements: High School Diploma Required
Accounts Support Specialist (417334)
Specialist Job In Dallas, TX
IDR is seeking an Accounts Support Specialist to join one of our top clients in Richardson, TX. If you are looking for a long-term opportunity to join a large organization and work within an ever-growing team-oriented culture, please apply today!
Responsibilities for the Accounts Support Specialist:
In this role you assist the National Accounts Team with essential administrative and technical support tasks. This role will focus on coordinating and organizing key product management details, ensuring seamless communication between various teams, and maintaining up-to-date tracking systems.
Required Skills for the Accounts Support Specialist:
Proficiency in Excel, focusing on project tracking, data gathering, and presenting time-sensitive information effectively.
Strong understanding of professional email writing, ensuring clarity, proper grammar, and a logical flow of information
Excellent follow-up and communication skills
Experience in administrative support, logistics, or technical coordination is a plus.
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more!
Opportunity to get in with an industry leading organization
Close-knit and team-oriented culture
Why IDR?
20+ Years of Proven Industry Experience in 4 major markets
Employee Stock Ownership Program
Dedicated Engagement Manager who is committed to you and your success
Medical, Dental, Vision, and Life Insurance
ClearlyRated's Best of Staffing Client and Talent Award winner 10 years in a row
COD Sales Specialist
Specialist Job In Dallas, TX
COD Sales Specialist - Dallas, TX
Alchemy Global Talent Solutions is looking for a dedicated COD Sales Specialist to join a top moving and relocation company in Dallas, TX. This is an excellent opportunity for a results-driven salesperson who enjoys working in a fast-paced workplace and excels at customer interactions. If you have a good understanding of the moving and relocation industry and a love for sales, we want to hear from you.
What You'll Be Doing:
Identify and explore new business possibilities to increase revenue in the moving and relocation industry.
Establish and maintain excellent relationships with current and prospective consumers in order to build a loyal clientele.
Customers should be educated about the company's services, such as COD choices and specialised migration solutions.
Collaborate with internal teams to achieve a smooth service delivery.
Create and deliver accurate sales quotations and proposals to clients.
Meet or exceed sales targets to help achieve overall revenue goals.
Manage the whole sales process, from lead creation to closing transactions.
Respond to client enquiries, issues, and special requests to deliver exceptional service.
Keep customer and sales records up to date using CRM software.
Collaborate with management to create innovative tactics for gaining market share.
What We're Looking For:
Proven sales experience, within the moving and relocation industries.
Strong understanding of the COD payment and sales processes.
Excellent negotiating and communication skills.
Ability to achieve sales goals both independently and as part of a team.
Strong organisational skills, including the ability to manage many clients and responsibilities at once.
Valid driver's license and reliable transportation.
Interested? Reach out to Alchemy Global Talent Solutions today.
Transaction Specialist
Specialist Job In Allen, TX
MD7 is a digital infrastructure consultancy helping operators build a more connected world. Founded in 2003, MD7 has deep roots in digital networks and has grown to provide comprehensive expertise to operators around the world. We understand digital infrastructure is a valuable asset requiring disciplined management and investment in a rapidly advancing landscape.
A Transaction Specialist prepares complex easement agreements and lease amendments on behalf of MD7 and our digital infrastructure clients. Transaction Specialists (Known inhouse as a Lease Processor) work with the sales team, internal and external legal, and title vendors to complete real estate transactions in a timely manner. Transaction Specialists utilize multiple software systems for document generation and workflow management.
Job Duties:
Including reviewing existing lease documents in comparison with newly negotiated terms, confirming client and landlord information, and drafting agreements
Including compiling documents for execution, routing documents to multiple parties for signature, and scanning/uploading executed documents into various document management systems.
Including working with client project teams and their legal team to review proposed deal terms and obtain client approval.
Including (but not limited to) working with Project Managers and Inside Sales Specialists to produce results with impeccable accuracy and quick turnarounds at high volume.
Including (but not limited to) Microsoft Office applications, MD7's internal data housing system, and the Client's data housing systems.
Transaction Specialists handle our real estate transactions from A to Z.
They are on the front end of the agreement, working with the sales team and property owners to set up the transaction.
They are also working on the backend obtaining approvals, working through redlines, and ultimately closing a successful deal.
MD7 Core Values
Our Vision and Core Values are both foundational and aspirational at the same time. We never quit striving to improve. We're always looking to recruit exceptional talent that share in these values as well. We want to be able to continuously innovate to empower success. That's why, in addition to exciting career opportunities throughout the world, we also provide the best training in the industry.
Respect for the Individual
Balanced Life
Giving Back
Continuous Improvement
Extreme Service
Integrity
Pay Range: $23.50/hr.
Employment Type: Full Time
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
MD7 is an Equal Opportunity Employer. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Sales Specialist
Specialist Job In Dallas, TX
About the Company:
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
About the Role:
• Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. • Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. • Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. • Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. • Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. • Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. • Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
Proven experience in sales, preferably within the insurance or financial services industry.
Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
Outstanding presentation and negotiation skills.
Self-motivated with a results-driven mindset and the ability to work independently.
Willingness to travel within the assigned territory and manage a flexible schedule.
Valid driver's license and reliable transportation.
High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
Competitive compensation with the most attractive commission and bonus structure in the industry.
Comprehensive training and continuous professional development.
A supportive team environment with access to seasoned mentors.
Opportunities for career advancement within the company.
Compensation:
Range is based on the average rep in current markets
Bonuses, are performance based and paid every month on the 15th
Residuals are paid on the anniversary date of the clients sale.
Outside Sales Specialist
Specialist Job In Dallas, TX
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
Key Responsibilities:
Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences.
Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review.
Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintain confidentiality of client information, and uphold ethical standards.
Qualifications:
Proven experience in sales, preferably within the insurance or financial services industry.
Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
Outstanding presentation and negotiation skills.
Self-motivated with a results-driven mindset and the ability to work independently.
Willingness to travel within the assigned territory and manage a flexible schedule.
Valid driver's license and reliable transportation.
High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
You must have a life insurance license or be able to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
Competitive compensation with the most attractive commission and bonus structure in the industry.
Comprehensive training and continuous professional development.
A supportive team environment with access to seasoned mentors.
Opportunities for career advancement within the company.
Compensation:
The range is based on the average rep in current markets
Bonuses are performance-based and paid every month on the 15th
Residuals are paid on the anniversary date of the client's sale.
Sales Specification Specialist
Specialist Job In Allen, TX
Are you a person who likes to work closely with a Sales Team and build relationships? Take a look at this role at Fibergrate Composite Structures.
Join an organization that offers a product that is the market leader in our industry, and continually drives the marketplace with our highly skilled and knowledgeable team!
Fibergrate has an immediate opening for a motivated (Sales) Specification Specialist professional located in the greater Dallas, TX area. This will be an onsite position, with travel requirements in the field with the Sales Team.
Who are we?
Fibergrate Composite Structures, a division of RPM International (NYSE: RPM). Fibergrate started in 1966, which leads us to today as a global manufacturer of fiberglass reinforced plastic products for industrial and recreational use. Fibergrate is a Texas company with its headquarters located in Dallas, Texas.
Industrial and commercial target markets include, but are not limited to, food & beverage, pharmaceutical, chemical processing, oil & gas, manufacturing, water & wastewater, recreational, transportation, and dock construction.
We are looking for a dynamic individual to drive specification throughout a defined region. Industrial and commercial target markets include, but are not limited to food & beverage, data centers, semi-conductor, water & wastewater, chemical processing, manufacturing, oil & gas, recreational, and transportation. While this is our ideal list, we will consider candidates that do not necessarily meet all qualifications but have sufficient experience and talent.
Your Role:
Presents and promotes Fibergrate products and services to architectural, engineering, EPC, design / build firms and at national manufacturing firms, which includes providing assistance in writing specifications for specific project requirements.
Documents all activities and accurately maintains all files and records with Fibergrate's CRM (Salesforce).
Collaborates with Fibergrate Territory Managers and Regional Sales Managers in assigned territory or region to collectively determine specific vertical markets, geographic areas, key / target accounts, and project types at which efforts will be focused in order to best accomplish regional sales goal, market objectives and to keep the sales pipeline full.
Collaborates with Fibergrate engineers and estimators to develop design solutions and budget quotes that best meet customer and project needs.
Routinely presents Fibergrate products and solutions to groups of engineers and architects at consulting engineering, architectural, EPC, design / build and national end user firms.
Highly organized, with ability to schedule and prioritize activities as required to meet company and regional objectives.
Develops, maintains and leverages relationships at key firms to influence the use of Fibergrate products over traditional building materials and to secure project specification that are either sole sourced or written on the basis of Fibergrate products.
Proficient with web-based prospecting resources, email communication, word processing, spreadsheets and other electronic information and usage.
Actively tracks projects in early design stages to influence specification.
Willingness:
Ability to hold in-person meetings with specification writers and influencers regularly, with the expectation of facing these potential specifiers a minimum of 12-16 days per month.
Ability to plan, organize and execute a minimum 12-16 days per month in the field facing potential specifiers through a combination of scheduled appointments, lunch and learns presentations and cold calls. Face to face customer interaction would be expected to be approximately 40-50 per month.
Ability to be productive in a work from home environment, incorporating effective customer contact through the use of phone calls, emails, SMS, and social media contact. Documented non-facing customer contacts should be in the range of 100-120 per month.
Identify, develop and enter into CRM a minimum of 2 new projects per week that are not already in Fiberforce.
Manager all incoming Fiberforce Construction Projects in assigned territory on a daily basis.
Must be able to physically transport sample case and literature to customers (approximately 40pounds weight).
Must possess reliable transportation (driving time in a typical day - 30%).
Must be willing and able to travel overnight approximately 6-8 nights per month.
Background & Experience:
Applicants that meet the below requirements are preferred, although applicants with other degrees / experience will be considered.
Two years of experience with Building Products and Construction Industry
BS Degree (Engineering/Architecture/Construction or Business), preferred but not required.
What do we have to offer you?
Benefits: 401k w/company match after 90-day eligibility period, Pension Plan, Medical/Dental/Vision Insurance after 30 days eligibility period, flexible schedule, life insurance, tuition reimbursement.
Visit our website at ******************
We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class.
Loan Workout Specialist
Specialist Job In Farmers Branch, TX
The Fay Group, originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to refinance for existing mortgages.
Reporting to the EVP, Head of Asset Management, this position optimizes the performance and value of a diversified portfolio including Residential Transitional Loans (RTLs), Build-to-Rent (B2R) loans, Multi-Family loans, Single-Family Rental (SFR) loans and other loan structures. This position oversees asset performance through financial analysis, asset disposition structuring and strategic collaboration with clients, ensuring long-term value enhancement through focused oversight.
Additionally, this role assesses portfolio risks, market trends and investment opportunities to support sustained portfolio growth. This position drives continuous improvements to maximize returns while adhering to regulatory and compliance standards.
What you will do for Fay:
Oversee asset management activities to analyze, monitor, and evaluate assets throughout the product lifecycle
Perform in-depth financial analysis to support decision-making, including cash flow modeling, valuation analysis and ROI projections
Conduct regular financial reviews, such as operating budgets, cash flow analysis and variance reports and develop strategies to enhance property performance
Prepare and maintain monthly and quarterly asset performance reports for internal and external stakeholders
Mitigate potential client losses by identifying areas of concern and/ or opportunities, reporting issues and implementing solutions
Contribute to the drafting and execution of strategic business plans, including quarterly portfolio valuations
Monitor market trends and regulatory changes, adjusting asset strategies as needed to mitigate risk and capitalize on opportunity
Collaborate with cross-functional teams, including finance, operations and client relations, to align asset strategies with broader business objectives
Develop domain knowledge of Fay's business to include an understanding of organizational objectives
What you will bring to Fay:
Bachelor's degree in finance, real estate, or related field (or equivalent combination of years of experience with High School diploma/GED)
3+ years' experience in asset management, investment management, or related field
2+ years' experience in the mortgage servicing industry
Solid understanding of loan documentation and real estate from a business perspective
Experience with various loan servicing systems (e.g., MSP, TMO, Fiserv, FICS)
Demonstrated experience working in a fast-paced work environment
Proficient in MS Word, Excel, and PowerPoint
Solid verbal and written communication skills
Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization
Strong problem-solving, data collection, analysis, and decision-making skills; ability to analyze and interpret data to identify opportunities
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Ability to work independently and manage tight deadlines effectively
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, ability to learn new things quickly
Ability to work in a collaborative environment
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Over 80% of employees across Fay, Constructive, and GenStone affiliate companies make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
Equity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to ********************* E-Verify is a registered trademark of the U.S. Department of Homeland Security.
DevOps Specialist
Specialist Job In Dallas, TX
About Us:
LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree - a Larsen & Toubro Group company - combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit .
Work Locations: Dallas, TX (Remote)
Employment Type: Full Time
Max Salary: $114,263 to $139,880
Infrastructure Solution Architect
Job Title: Kubernetes Platform Technical Lead
Relevant Experience 8 to 12 yrs
Technical Responsibilities
Build and manage container platform with GKE on GCP via IAC (Infrastructure as a Code)
Collaborate with client and internal stakeholders to rollout new features and handle Kubernetes maintenance requests
Hands-on experience in Cloud Service Mesh implementation and managing GKE Fleet
Manage lifecycle of GKE addons, Anthos Service Mesh, security tools, instrumentation & observability
Implementing best practices to meet internal SLA SLOs of the platform
Manage CI CD pipelines with GKE for deployment of Infra applications
Implement security measures and best practices for GKE platform
Ensure compliance with security standards and regulations
Build and maintain monitoring and alerting solutions for GKE platform as part of User story
Respond to alerts and incidents making necessary improvements
Create and maintain comprehensive documentation for platform development configurations and best practices
Lead Responsibilities
Manage Sprint planning meetings to understand the requirements, implement features or enhancements to existing Infrastructure
Collaborate with customers and refine user stories proactively each quarter
Manage Sprint retrospectives to discuss what went well and what could be improved
Lead a team of Kubernetes Platform Developers and provide technical guidance and mentor team members ensuring the deliverables are met on time
Review Code changes submitted by team members to ensure they meet quality and security standards
Provide feedback and collaborate on improving code
Conduct technical knowledge sharing sessions in team and provide technical guidance
Oversee the performance of team members, providing guidance and support to ensure they meet their individual and team goals
Evaluate team member performance every 3 months, provide feedback and conduct annual performance appraisal every year
Technical Skills
Infrastructure as a Code - Terraform
Google Cloud Platform or any cloud platform core services
Kubernetes Deployment, Cloud Service Mesh
Containerization technologies - Docker
Cloud native architecture and microservices
Jenkins CICD pipelines and DevOps practices
Scripting - Python
Customer Expectations:
1. Terraform Expertise:
Proficient in using Terraform for Infrastructure as a code(IaC)
Experience with writing, testing and deploying Terraform configurations
Knowledge of best practices for Terraform state management modules
Ability to automate and manage cloud infrastructure using Terraform
2. Kubernetes Skills:
Understanding of Kubernetes architecture and components
Experience with deploying, managing and scaling applications in Kubernetes
Knowledge of Kubernetes networking, storage and security
Soft skills
Excellent Communication and collaboration skills
Strong problem solving and troubleshooting skills
Active listening
Adaptability to new technologies
Self Motivation
Positive Attitude
Teamwork
Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (“LTIM”):
Benefits and Perks:
Comprehensive Medical Plan Covering Medical, Dental, Vision
Short Term and Long-Term Disability Coverage
401(k) Plan with Company match
Life Insurance
Vacation Time, Sick Leave, Paid Holidays
Paid Paternity and Maternity Leave
The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training. Depending on the position offered, other forms of compensation may be provided as part of overall compensation like an annual performance-based bonus, sales incentive pay and other forms of bonus or variable compensation.
Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting.
LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.
Sales Specialist
Specialist Job In Dallas, TX
Agile Retail is seeking a Product Specialist to join our team on behalf of our client, a leading innovator in the vape industry committed to delivering high quality products and exceptional customer experiences. We are looking for a dynamic and knowledgeable professional to help drive brand awareness, product education, and sales growth. If you have a passion for the industry and a talent for engaging with customers, we invite you to be part of this exciting opportunity.
Position Overview:
The Product Specialist will serve as a key resource in promoting and educating retailers and customers about our vape products. This role requires a deep understanding of the vaping industry, strong communication skills, and the ability to build relationships with retail partners and consumers.
Key Responsibilities
Product Expertise: Develop an in depth understanding of the company's nicotine product portfolio, including features, benefits, and competitive positioning.
Customer Support: Act as a subject matter expert for customers, partners, and internal teams by addressing inquiries, providing recommendations, and ensuring customer satisfaction.
Regulatory Compliance: Stay informed about nicotine product regulations and ensure all marketing, sales, and operational practices align with local, state, and federal requirements.
Education & Training: Attend all mandatory training sessions.
Reporting: report in a timely manner
Qualifications:
Must have reliable transportation to locations within your metro area.
Excellent communication and interpersonal skills.
Passion for the customer service and a commitment to responsible product stewardship.
Must be able to legally enter locations that primarily serve alcoholic beverages.
Must be able to commit to a multi-day in person training.
Experience as a product specialist or long-term brand ambassador representing a product in a highly regulated market - spirits, cannabis or nicotine especially.
Preferred Skills - Still apply if you don't have all of these!
Join us as a Product Specialist where your expertise will contribute significantly to our success while providing you with opportunities for professional growth!
Job Type: Full-time
Pay: $30.00 per hour plus incentives
Sales Specialist
Specialist Job In Dallas, TX
Snax Media is a Dallas based video production company with a five-person team specializing in fast-turnaround social media and website content. We help businesses across every industry generate sales, grow brand awareness, and retain customers through high-quality, engaging visuals. Our expertise lies in delivering professional, eye-catching content quickly, ensuring our clients stay ahead in the fast-moving digital landscape. From event coverage to branded storytelling, we craft videos that resonate with audiences and drive results.
Role Description
This is a full-time on-site Sales Specialist role located in Dallas, TX at Snax Media. The Sales Specialist will be responsible for driving sales and managing sales processes.
Qualifications
Communication and Customer Service skills
Sales and Sales Management skills
Strong interpersonal skills and ability to build relationships
Proven track record of meeting sales targets
Knowledge of the media industry is a plus
Good at golf is a plus
Inside Sales Specialist
Specialist Job In Farmers Branch, TX
Our client, an award-winning utility services company headquartered in Dallas (Farmer's Branch), is looking to add an Inside Sales Specialist to its growing team! They have a vibrant company culture that provides long-term career development and advancement. If you have a knack for relationship-building and providing helpful services to customers, this could be the perfect fit for you!
Highlights:
Base + Uncapped Commission / On Target Earnings (OTE) Year 1: $65-$80K
Top Reps: $100k+
Medical/Dental/Vision Insurance + 401k match + Great PTO
Quick wins with short sales cycles
A leadership team invested in your growth, ensuring that you thrive!
Hybrid work schedule after 6 months!
Day to Day:
Calling customers to educate them on their options to help provide the best home services solution using an outbound phone sales approach
Communicate with existing and past customers to generate new leads
Setting follow-up appointments to keep customers aware of the latest developments
Maintaining accurate call notes in Salesforce
Qualifications:
6+ months of sales experience (ideally inside sales)
MUST have an excellent phone presence
MUST be highly driven, professional, and polished
MUST be coachable and willing to take feedback and criticism
Bilingual is a huge plus!
Salesforce experience is a huge plus!