Sunny Jobs

- 43 Jobs
  • Wealth Management Associate

    Ironwood Investment Counsel 4.9company rating

    Remote or Scottsdale, AZ Job

    The role of a Wealth Management Associate is to support Wealth Advisors and Portfolio Managers in working with clients and to understand managing client portfolios and financial planning. This role is task driven under the direction of the Wealth Advisor and Portfolio Manager on each client engagement. Associates are responsible for functions such as analysis, planning, meetings materials and follow up, client requested transactions, and general support. Duties: Work directly with Wealth Advisors and Portfolio Managers to construct and update wealth management deliverables such as client target asset allocations, cash flow plans/financial plans, statements of net worth, etc. Gain proficiency in financial planning software to support Wealth Advisors and Portfolio Managers Work directly with Wealth Advisors and Portfolio Managers to implement and monitor asset allocations using rebalancing software Review assigned portfolios to ensure alignment with client investment objectives Monitor positions, exposures and performance for client portfolios Review of client account setup, funding, and account configuration in all software systems (internal and external) Schedule and attend client meetings in a supporting, and / or learning role Review quarterly client performance reports and financial plans/assumptions Prepare and review client meeting materials for presentation Draft follow up memos for client meetings and complete applicable tasks Interface with custodian account representatives when necessary to complete account setup or client requested tasks Cross train to provide support and back-up to other team members Perform any other projects or one-off client requests as necessary Support the Investment Committee and Sub Investment Committees Opportunity to grow into a Senior Wealth Management Associate and, ultimately, Wealth Advisor role Preferences for Position: Proficiency in Microsoft Office (Excel, Word, PowerPoint) 4-Year college degree, preferably in the area of finance, accounting, tax, or economics 1-4 years of experience in the investment management, wealth management and/or financial services industry Interest in professional accreditation. Desire to enroll/participate in the CFP program Strong work ethic and personally motivated Desire to work in a team environment Ability to adhere to firm values of integrity, stewardship, and passion to assist clients Good verbal and written communication skills Excellent problem-solving skills Ability to be detail oriented and analytical Majority “in office” position with partial remote options Benefits: Competitive salary based on years of experience Discretionary annual bonus structure 401(k) program Annual profit-sharing plan match of up to 3% of salary after first year 20 days paid time off per year 80% of health and dental care costs paid by employer Financial support of professional accreditation Mobile phone allowance
    $86k-126k yearly est. 10d ago
  • Remote Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Remote Job

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is seeking motivated individuals to join our team as Remote Agents. This is an excellent opportunity to work from the comfort of your own home and establish a successful career in the insurance industry. As a Remote Agent at Yellowstone Life Insurance Agency, you will be responsible for providing top-notch customer service to clients, assisting them in finding the right insurance coverage to protect their loved ones and assets. You will have access to our lead platform, which connects you with individuals and families who have shown interest in purchasing life insurance policies. We are looking for self-driven individuals with excellent communication skills and a passion for helping others. If you are motivated, organized, and enjoy working independently, this could be the perfect fit for you. Responsibilities: Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. Provide personalized insurance recommendations based on clients' specific requirements and financial goals. Educate clients on the different types of life insurance policies and their features, benefits, and limitations. Assist clients in completing insurance applications and gather the necessary documentation. Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies. Requirements Excellent interpersonal and communication skills. Strong problem-solving abilities and the capability to analyze complex information. Highly organized with great attention to detail. Self-motivated and able to work independently. A current Life Insurance License is preferred, but we will consider candidates who are willing to obtain the license within a specified timeframe (cost may vary depending on the state).
    $28k-32k yearly est. 60d+ ago
  • Project Coordinator

    Yellowstone Local 3.9company rating

    Remote or Livonia, MI Job

    Yellowstone Local is proud to represent Ambica General Services, Inc., a federal prime contractor specializing in diverse military and industrial construction projects across the U.S. If you're ready to take your career to the next level, work on high-impact federal and military projects, and be part of a dynamic team, this role is for you. What's in it for You? Competitive Pay: $45,000 - $75,000 per year, plus performance-based bonuses Retirement Benefits: 401(k) with company matching Paid Time Off: PTO and paid holidays Career Growth: Tuition reimbursement, paid job training, and continued education support Work-Life Balance: Flexible schedule, family medical leave, and an open-door policy for support Why You'll Love It Here Work on exciting federal and military construction projects at military bases across the U.S. Gain experience in design-build, heavy industrial, renovation, and new construction projects. Opportunity to work remotely with a collaborative and growth-focused team. Exposure to high-profile, mission-critical projects in government contracting. Your New Role As a Project Coordinator, you'll play a key role in ensuring the smooth execution of federal and military construction projects. You will be responsible for coordinating and overseeing projects from pre-construction through completion, ensuring compliance with specifications and maintaining schedules. Key Responsibilities: Oversee pre-construction, construction, and post-construction project phases Work closely with project managers, contractors, and subcontractors Develop and maintain project schedules using Primavera or similar scheduling software Prepare and submit Accident Prevention Plans (APP), Quality Control Plans (QCP), Environmental Protection Plans (EPP), and other critical documentation Research, prepare, and submit materials compliance documentation per specifications Maintain project management systems such as RMS Coordinate and support bid preparation, including sourcing subcontractors and analyzing their quotes Ensure compliance with federal regulations and project-specific requirements Monitor project progress, address delays, and provide stakeholders with detailed status reports Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 1-2 years of experience in project coordination or a related construction field Bachelor's degree in a relevant field Strong understanding of construction processes, techniques, and materials Proficiency in project management tools and software (takeoffs, scheduling software, etc.) Ability to read and interpret construction drawings, plans, and specifications Exceptional time management and organization skills Strong communication and collaboration abilities Detail-oriented with a focus on accuracy and quality control Ability to work under pressure and meet deadlines Must pass background check and drug testing Federal/military construction experience is a plus but not required Ambica General Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $45k-75k yearly 43d ago
  • Estimating Coordinator

    Yellowstone Local 3.9company rating

    Remote or Livonia, MI Job

    Yellowstone Local is proud to represent Ambica General Services, Inc., a federal prime contractor delivering top-tier construction solutions across multiple military bases and industries. If you're the kind of person who thrives on precision, organization, and the challenge of coordinating estimates that make or break a project, we want you. We don't just estimate projects-we build success stories, and you'll be at the heart of it all. What's in It for You? Competitive Pay: $45,000 - $75,000 per year + performance bonus Fully Remote: Work from anywhere in the U.S. Year-Round Stability: Federal and military construction projects 401(k) with Match: Secure your financial future Paid Time Off & Holidays: Take the breaks you deserve Tuition Reimbursement & Continued Education: Invest in your growth Professional Development & Paid Job Training: Advance your career Tools Provided & Flexible Schedule: Work smarter with the right support Why You'll Love It Here Diverse, High-Impact Projects: Work on federal and military construction, including design-build, new construction, renovations, and heavy industrial projects. Autonomy & Ownership: Be the backbone of our estimating process, making strategic decisions that influence project success. Fast-Paced, High-Stakes Work: If you love problem-solving and making things happen, this is the place for you. Company Reputation: We're a trusted federal contractor-our work speaks for itself. Your New Role As an Estimating Coordinator, you'll be the bridge between pre-construction planning and execution, ensuring accurate estimates and seamless coordination with subcontractors and suppliers. Your responsibilities include: Pre-Construction Responsibilities: Assist in preparing bid packages and proposals Send bid invitations and aggressively follow up with subcontractors and suppliers to obtain quotes Perform quantity take-offs from drawings and populate estimating templates Research and secure subcontractors for competitive pricing Maintain and update bid documents for accuracy Construction Phase Responsibilities: Prepare subcontract agreements and necessary forms Collect pre-work forms and insurance certificates Obtain and prepare material submittals, ensuring compliance with specifications and drawings Maintain precise project documentation Support the project team with coordination and administrative needs Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 1-2 years of experience in construction estimating, coordination, or a related role Bachelor's degree preferred Strong understanding of construction processes, materials, and techniques Proficiency in estimating tools and ability to read construction drawings/specifications Excellent time management, attention to detail, and ability to meet deadlines Must pass a background check and drug test (clean background required for federal contracts) Ambica General Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $45k-75k yearly 43d ago
  • Remote Sales/Builder/Entrepreneur

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Dallas, TX Job

    We are looking for someone that shares in our commitment to bettering ourselves and the communities we live in. As a representative with our company, you will be responsible for meeting with our clients either virtually or in person, that have requested our help with an array of insurance products!! Working with over 25 A - A+ rated companies to ensure our clients the best and most affordable options. This is 100% Commission based position. You would be a 1099 Contracted Agent! No Experience Necessary 1) We offer you a complete training program at no charge 2) You will have your own mentor to guide you through each step 100% Commissions 1) Paid DIRECTLY from the insurance companies 2) Fast Pay- Everyday Pay 3) We feel YOU should determine YOUR income, not a boss 4) Business Builders Available to earn 5) Vested DAY ONE! 6) Opportunity to earn a bonus each month Clients 1) NO door knocking 2) No list of friends and family 3) You are following up with clients that have requested information about our services. YOUR option to build a Business 1) You have the option to build a business from day one! 2) You can build your business both locally or nationally and we will guide you through the process. 3) Thinking about moving, No Problem, we have clients all over the country. Culture 1) We want to help YOU win! 2) We truly work as a TEAM You must have: 1) An ethical, self-disciplined, trustworthy, motivated, and entrepreneurial spirit 2) A likeable personality and the ability to connect with others 3) A willingness to acquire a life/health insurance license, if you don't already have one (and we can help you if you don't) 4) The ability to set aside your ego, be coachable, and follow a proven system No matter where you are in life's journey, we have a place for you!! Maybe you're just starting out, going through corporate layoffs, your salary or commissions have been reduced, your position is being eliminated or you simply need extra money. We have a place for you while making a huge impact on the lives of the clients you help!
    $31k-34k yearly est. 60d+ ago
  • Senior Product Designer- Virtual Card

    Bill 4.0company rating

    Remote or Joseph, UT Job

    Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. At BILL, we listen, learn, and lead-fostering collaboration and a drive for continuous growth. We're committed to building a diverse and inclusive workplace that values each person's unique skills and experiences. Even if you don't meet every requirement, we'd love to hear from you-you might be just what we're looking for, whether in this role or another. ✨ Let's give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company At BILL, we supercharge the businesses that drive our economy with innovative financial tools that help them make big moves. Our vision-driven team makes a real impact on growing businesses. We operate with purpose and curiosity-because that's what drives innovation. As a Senior Product Designer on the Virtual Card Accounts Payable team, you will play a critical role in shaping the user experience for small and mid sized companies to manage their AP back office finance. You will team up with product managers, researchers, engineers, data analysts, and content designers to understand the most critical customer problems, explore various solutions, validate the concepts with customers, and hand off the detailed solution to engineers, and support the launching and feedback loop of the product features you are responsible for. Key Responsibilities: Handle design challenges and explore innovative solutions. Manage design projects that have a significant impact on product areas. Exhibit a deep understanding of user needs and pain points. Challenge and influence the team's understanding of the user's problems. Develop a strategic perspective on how design aligns with and supports business strategies/metrics. Deliver simple, elegant designs that exhibit a higher level of sophistication. Balance aesthetics with usability to create designs that delight users and intentionally create business value. Take a leadership role in design discussions with cross-functional teams. Adapt messaging to different levels of the organization, from individual contributors to mid-level managers. Provide in-depth explanations of design choices, connecting them to user needs and business goals. We'd love to chat if you have: Experience: You have 5+ years of experience in product design, with a demonstrable track record of leading design projects from concept to launch. While not required, if you have previous experience in FinTech or a related industry, it's a huge plus. Collaboration: You show strong interpersonal skills and understand team dynamics, effectively engaging with diverse teams and partnering to achieve goals. You have effective communication and can lead cross-functional discussions with empathy. Customer Centricity: You understand customer situations and keep them central to product decisions. You can translate customer insights into actionable outcomes. Product Design Communication: You clearly convey thoughts through various mediums, enhancing design effectiveness by influencing strategy and connecting design to business objectives. You can tailor messages and build cross-functional narratives. Product Design Influence: You guide the design process, promoting collaboration and advocating for user-centered design by linking customer stories to design rationale. You are sought out for design expertise. Scope & Complexity: You manage complex tasks, navigate design challenges with innovative solutions, and understand user personas. You develop strategic design aligned with business metrics, balancing aesthetics and usability, and lead design discussions linking choices to user needs and business goals. Tools: You are proficient in design & research tools such as Figma, Rally, and Maze. Education: You have a Bachelor's or Master's degree in Design, Interaction Design, a related field, or equivalent practical experience. The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range$134,100-$161,000 USD The estimated base salary range for this role is noted below for our office location in Draper, UT. Additionally, this role is eligible to participate in BILL's bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Draper UT pay range$114,000-$136,900 USD What's in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) HSA & FSA accounts Life Insurance, Long & Short-term disability coverage Employee Assistance Program (EAP) 11+ Observed holidays and wellness days and flexible time off Employee Stock Purchase Program with employee discounts Wellness & Fitness initiatives Employee recognition and referral programs And much more Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer that values diversity and inclusion. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
    $134.1k-161k yearly 18d ago
  • Physical Therapist

    Dorn 4.3company rating

    Columbus, OH Job

    Part-Time Industrial Injury Prevention Specialist (Part-Time, 1099 Contractor) Compensation: $50 - $60 per hour, depending on experience and credentials Hours: Flexible - 8 hours per week on-site, plus 4 hours a week off-site Company Overview DORN Companies is a leader in industrial injury prevention and ergonomics, dedicated to reducing workplace injuries and promoting employee well-being. We collaborate with our clients to deliver on-site ergonomic assessments, body mechanics coaching, deep tissue therapy, and educational programs designed to increase safety and productivity. Our comprehensive approach supports both safety and management teams, creating healthier and safer work environments. Why Join Us? Make a Difference: Directly impact employee safety and well-being in a meaningful way. Flexibility: Part-time, gig-based hours ideal for professionals seeking to supplement their income. Competitive Pay: Earn competitive rates based on your expertise and contributions. Professional Development: Gain exposure to a range of industries while honing skills in injury prevention and ergonomic intervention. Job Summary We are seeking a Physical Therapist to join our team as an Injury Prevention Specialist in a Part-Time capacity. This position is ideal for those seeking flexible, gig-based work to supplement their income with a few hours per week. In this role, you'll work with client site management and safety teams to evaluate risks, deliver ergonomic training, and coach employees on injury prevention and pain reduction strategies. Work settings may vary from industrial environments to private office spaces where all therapy supplies are provided. Your duties will include conducting ergonomic assessments, educating employees on proper body mechanics, and delivering hands-on deep tissue therapy. Key Responsibilities Body Mechanics Coaching: Guide employees on proper body mechanics and self-care techniques to prevent workplace injuries. Risk Assessment & Solutions: Collaborate with site management and safety teams to assess risks and implement injury prevention strategies. Hands-On Therapy: Provide deep tissue therapy to enhance employee performance and well-being. Documentation: Maintain detailed records of work and progress utilizing DORNs systems and processes. Employee Surveys: To gather feedback on impact of services delivered Reporting: Communicate with client site teams and DORN management to support injury prevention initiatives weekly and based upon service, monthly. Candidate Traits & Qualifications Education: Certificate, Bachelor's, or Master's degree in a relevant field. Additional continuing education is beneficial. Experience: 2-4 years of experience in injury prevention or in your specialty field, preferably in an industrial setting, with a strong background in hands-on therapy and coaching in body mechanics. Interest in or experience in ergonomics desired but not required. Problem Solver: Ability to identify and address issues effectively, providing solutions both in-person and remotely. Technology: Technology savvy to utilize DORNs reporting systems and infield technology when required. Impact-Driven: Committed to improving workplace health and safety. Exceptional Communication: Your ability to convey insights clearly and effectively and interpersonal communication skills. Independent & Team-Oriented: Comfortable working autonomously while fostering strong relationships with clients and colleagues. Results-Oriented: Dedicated to achieving measurable, positive outcomes. Active and Healthy Lifestyle Advocate: A living embodiment of our values, representing DORN at its pinnacle. Requirements State Licensure: Licensed in your state as a Physical Therapist. Additional Preferred Credentials: We value candidates with credentials including but not limited to: Athletic Trainer (AT), Physical Therapist (PT), Occupational Therapist (OT), Occupational Therapist Assistant (OTA), Physical Therapist Assistant (PTA), or Licensed Massage Therapist (LMT). Relevant Experience Considered: Other relevant credentials and experience may be considered on a case-by-case basis. If you believe your experience is applicable, please contact our recruiting team to discuss it further. Documentation Skills: Proficiency in Microsoft Office and experience with detailed reporting. Professional Liability Insurance: Active coverage will be required upon hire. Compliance: Must meet drug screening standards and pass a background check.
    $50-60 hourly 17d ago
  • Fire Suppression Service Technician

    Yellowstone Local 3.9company rating

    Columbus, OH Job

    Yellowstone Local is proud to represent Area Energy & Electric, an industry leader in commercial fire suppression services. Be part of a team that safeguards lives and property with unparalleled expertise. What's in it for You? Competitive Pay: $25.00 - $45.00 per hour Schedule: Full-time, 41-50 hours per week Outstanding Benefits: Medical, dental, vision, and 401(k) with company matching Perks to Excel: Company vehicle, tools provided, continued education, and promote-from-within culture Why You'll Love It Here Join a company rooted in innovation and reliability, where your skills directly impact community safety. Work with a team that values your growth and provides resources for ongoing professional development. Take pride in knowing your contributions save lives and protect assets in the community. Your New Role As a Fire Suppression Service Technician, you will: Inspect, maintain, and service fire sprinkler systems, fire alarms, and fire suppression equipment. Perform routine fire extinguisher inspections and repairs. Diagnose and repair issues with fire sprinkler systems, including wet and dry systems, fire pumps (diesel and electric), and underground components. Respond to emergency calls for system repairs and replacements. Assist with quoting and documenting annual inspections and repair needs for sprinklers and suppression systems. Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. Licenses and certifications in: Fire sprinkler systems (wet and dry) Fire pumps (diesel and electric) Fire alarms Fire extinguishers Backflow systems Kitchen hoods Underground systems Halon systems 5+ years of experience (6-10 years preferred). Proven expertise in commercial repair and maintenance of fire suppression systems. Area Energy & Electric is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $33k-39k yearly est. 60d+ ago
  • Part-time Remote Sales

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Tyler, TX Job

    Yellowstone Life Insurance Agency is seeking a driven and coachable individual with the desire to work 100% remote, from the comfort of your home office! You will become your own boss in this expanding market, either FULL TIME OR PART TIME. Whether you are new to the industry or an industry veteran, if you are seeking a Virtual, work-from-home business/ career, we have a very successful, proven Virtual Platform, that our Agency has developed over the past 3 ½ years. Training and Support - Our Virtual Training Platform and daily support through our Daily Virtual Coaching Zooms allow you the opportunity Mon-Thur at 10 am EST, to ask our Top Virtual Agents questions or advice on challenges you may be experiencing. This is a 1099 sales position with an incredible commission structure to maximize your income potential based on your goals and efforts. * If you are looking for a career with a fixed hourly or salary income, starting with us part-time to earn additional income may be the best way for you to begin your career as an entrepreneur. This is a 100% commission-based business with NO CAP on your income. You are 100% IN CONTROL of your income and bonus potential. All commissions are paid to you directly from the insurance companies, normally within 48-72 hours from the time your client's policy is approved, issued, and active. NO COLD CALLING! You will only be following up with people that have requested to be contacted through our Marketing and Lead generation platform. LEADS - Our company has a robust lead generation platform. Potential clients are qualified buyers that have requested one of our financial protection solutions for their families. Our primary concern is the success of our agents. The one thing that stands in the way of a salesperson's success is finding people that want and need their product. We have eliminated that problem with our exclusive lead program
    $41k-46k yearly est. 60d+ ago
  • Strategic Initiatives Director

    Wheels 4.4company rating

    Remote or Illinois Job

    The Strategic Initiatives Director will play a critical role in defining and driving the strategic direction of the company. This position involves working closely with the Transformation and Strategy Leadership team in addition to the executive team identifying, developing, and implementing strategic projects and initiatives that align with the company's long-term goals. The ideal candidate will have a strong background in strategic planning, project management, change management and business transformation, with a proven track record of leading cross-functional teams to achieve significant business outcomes. KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS Strategic Planning: Collaborate with the Transformation and Strategy Leadership and executive team to develop and refine the company's strategic vision and long-term goals Conduct market analysis, competitive research, and internal assessments to identify strategic opportunities and threats Create detailed strategic plans and road maps to achieve organizational objectives Project Management: Lead the execution of strategic initiatives, ensuring projects are completed on time, within scope, and within budget Develop project plans, define project milestones, and allocate resources effectively Monitor and report on the progress of strategic projects to the executive team and stakeholders Coordinates with development teams on planning, timing, deliverables, and any conflict escalations Coordinates and tracks benefit estimates/actuals realized throughout the initiative lifecycle Cross-Functional Leadership: Command a room of executives with a strong presence, effectively communicating ideas and fostering collaboration Demonstrate the ability to respectfully challenge leadership, providing thoughtful insights and alternative perspectives Coordinate and collaborate with various departments to ensure alignment and support for strategic initiatives Foster a culture of innovation and continuous improvement within the organization Build and lead cross-functional teams, providing guidance and support to achieve project goals Stakeholder Engagement: Develop and deliver clear, concise presentations that leverage data visualization tools to create compelling narratives and strategic recommendations to the executive leadership team Communicate strategic plans and project updates to internal and external stakeholders Build and maintain strong relationships with key stakeholders, including senior management, partners, and clients Act as a strategic partner to the executive team, providing insights and recommendations based on data and market trends Analytics and Performance Measurement: Conduct advanced data analysis and computations on large datasets to uncover meaningful insights and trends Utilize data visualization techniques and tools to present analytical findings in a clear and concise manner to stakeholders Establish metrics and KPIs to measure the success of strategic initiatives Conduct post-implementation reviews to assess the impact and effectiveness of projects Identify areas for improvement and implement corrective actions as needed Change Management: Develop and implement change management strategies to facilitate the smooth adoption of the new processes and systems across the organization. Work closely with change management teams to address user concerns and resistance. EDUCATION and EXPERIENCE Bachelor's degree in Business Administration, Strategy, Engineering or a related field; MBA or equivalent advanced degree preferred Minimum of 10 years of experience in strategic planning, business transformation, or project management, preferably in a leadership role Proven track record of successfully leading and implementing strategic initiatives Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels Demonstrated ability to lead and motivate cross-functional teams Proficiency in project management tools and software Certified in Lean Six Sigma methodologies preferred JOB SPECIFICATIONS and WORK ENVIRONMENT Work Environment: This position is primarily based in an office setting with a standard professional environment. Physical Requirements: The role is primarily sedentary, involving prolonged periods of sitting and extensive use of a computer and other office equipment. However, it occasionally requires facilitating group workshops, which may involve extended periods of standing. Work Hours: Standard work hours are 8 AM to 5 PM, Monday through Friday. Occasional evening or weekend work may be required to meet project deadlines. Travel Requirements: The role requires occasional travel (up to 25%) to meet with project teams, stakeholders, and support project implementation. Remote Work: This role follows a hybrid model, with certain days required in the office and others designated for remote work. There is an expectation to attend in-person meetings and collaborative sessions as needed. Special Conditions: The role may involve high-pressure situations and tight deadlines, requiring strong time management and stress management skills. Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Benefits Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family. Pay Range: $153,700-$215,100 The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here. EEO Statement Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
    $153.7k-215.1k yearly 60d+ ago
  • Virtual Financial Advisor Insurance Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Tyler, TX Job

    Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually
    $41k-46k yearly est. 60d+ ago
  • Virtual Entrepreneur

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Tyler, TX Job

    Yellowstone Life Insurance Agency an Integrity Company is seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent. You will work 100% from the comfort of your home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in helping individuals protect their assets and loved ones by purchasing life insurance policies. There is No Cold Calling required. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable, and established insurance agency. Most of our full-time agents work Mon-Thursday with a three-day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely Current Life Insurance License is required (candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200.).
    $46k-52k yearly est. 60d+ ago
  • OPEN HOUSE JOB FAIR - Thursday, January 30th! Hiring FULL-TIME Vehicle Compliance Specialists! Apply HERE to register!

    Wheels 4.4company rating

    Remote or Des Plaines, IL Job

    Are you looking for an exciting new job opportunity within a rapidly growing organization? We want to meet YOU! Wheels is hosting an open house job fair to hire Vehicle Compliance Specialists to join our team. We will be conducting interviews and giving offers onsite! WHEN: Thursday, January 30th from 2:00-7:00pm CT WHERE: Wheels Corporate Office - 666 Garland Place, Des Plaines IL 60016 WHAT TO EXPECT: You will participate in onsite interviews with hiring team members to discuss our Vehicle Compliance Specialist role. We will be extending offers on the spot to candidates who are deemed to be a good fit and meet our qualifications for the role! We will have benefits information readily available to those who receive offers. WHAT TO PREPARE: Applicants are encouraged to apply ahead of time through this job posting and upload contact information and a resume. Walk-ins are welcome on the day of the event, please be sure to bring a copy of your resume with you and be prepared to fill out an online application onsite if you do not apply ahead of time. Remember to dress to impress! Below is a job description of the role that we will be looking to fill. Please review ahead of time and come prepared to discuss with our hiring team! Additional questions can be directed to ****************************** WE LOOK FORWARD TO MEETING YOU! APPLY TODAY TO SECURE YOUR INTERVIEW SLOT! _______________________________________________________________________________________________________________________________________________________________________________________ The Vehicle Compliance Services Specialist I is responsible for management of various transactional process managed by the Compliance services team. Transactions include management of new vehicle paperwork or the registration renewals process. The specialist will cultivate relationships with DMVs and trusted vendors to ensure partnership across the industry. The specialist will be well-versed and able to operate within external and internal systems and technologies to manage processing and communication. The specialist will adhere to detailed methods of tracking to ensure fleet vehicles are on the road legally with the proper license and registration. Individuals in this role will be assigned to one of the following working groups and understand the role includes flexibility to be reassigned to another team to suit the business needs to optimize customer satisfaction. DRIVER FULLILLMENT CENTER Print title, registration and tax documents based upon owner, state and specific client or vehicle instructions assign ownership to ensure compliance within state and county statutes. Identify, analyze and research to resolve state, county, and province license and title rejections and or questions pertaining to title, registration and tax. To create, update and adjust the print positions on a form through Forms Definition Order duplicate mso's directly through manufacturer website and follow up until received. REGISTRATION RENEWALS: Process registration renewals using the appropriate resource (e.g., electronic transfer, on-line terminal, mail) for each jurisdiction, while achieving department performance standards for accuracy and timeliness Ensure clients are billed correctly for renewals by verifying registration and service fees. Reconcile discrepancies using data acquired from Wheels' databases and from vendor reports. Implore best method possible to keep vehicle legal for client use. Contact driver or client when jurisdiction requirements (e.g., emissions check, resolve outstanding violations) are needed to complete renewals. Coordinate with other departments to help fulfill missing/late requirements. EDUCATION and/or EXPERIENCE: Minimum high school diploma or equivalent 2 years of previous office or customer service experience Use of SalesForce request management system to engage and respond to client / driver requests. PHYSICAL DEMANDS: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments. SKILLS/COMPETENCIES: Ability to speak and write clearly, confidently and succinctly in communications with dealers, tag agencies, government agencies, and clients. Strong customer service skills, with the ability to interact internal/external customers with diplomacy and tact. Multi-task in a fast-paced environment, while demonstrating ability to effectively prioritize tasks and maintain a high level of organization. High attention to detail to ensure accuracy and ability to audit invoicing. Demonstrate excellent follow up and problem-solving skills. Complete basic math functions to calculate complex tax documents. Proficient with Microsoft Windows and the various software it offers. (Visio, Word, Excel, Office, Etc.) Proficient with web-based systems and databases and knowledgeable with navigating the internet. Strong networking skills with the ability to negotiate cost and pricing with various vendors. Must be self-motivated, work well in a team environment, and demonstrate leadership qualities. Our Benefits Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family. Pay Range: $34,000-$47,600 The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here. EEO Statement Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
    $34k-47.6k yearly Easy Apply 4d ago
  • Remote Work from Home Life Insurance Agent/ Sales Manager

    Yellowstone Life Insurance Agency 3.9company rating

    Remote Job

    YOU FOUND IT!! NO COLD CALLING!! Looking for an incredible opportunity to develop a Full-time or Part-time income while working 100% of the time from the comfort of your home or anywhere in the U.S that you have access to WiFi? Yellowstone Life Insurance Agency an Integrity Company, is the “Virtual”, work from the comfort of your home opportunity you've been looking for! We are seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent and/or Sales Manager, working from home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in assisting families, that through our marketing efforts to families that have just closed on a new home loan or refinanced a home loan, are asking to be contacted by one of our agents to assist them in purchasing a Mortgage Protection Life Insurance policy that will pay for their home in the event of an unexpected death or illness resulting on the loss of income to the family. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. As an Agent/ Sales Manager, you will be working with your Manager/ Mentor to hire 3-5 independent agents, full-time tor part-time. As a qualified Sales Manager, in addition to daily commissions from your own sales, you are also eligible for additional weekly commissions and monthly bonuses based on your sales team's performance. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with a three-day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities: Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people. Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely. A current Life Insurance License is required (a candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200).
    $47k-54k yearly est. 60d+ ago
  • Lead Product Manager- Virtual Card

    Bill 4.0company rating

    Remote or San Jose, CA Job

    Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. At BILL, we listen, learn, and lead-fostering collaboration and a drive for continuous growth. We're committed to building a diverse and inclusive workplace that values each person's unique skills and experiences. Even if you don't meet every requirement, we'd love to hear from you-you might be just what we're looking for, whether in this role or another. ✨ Let's give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company We are looking for a strategic & experienced product manager to lead our virtual card program. This is a dynamic, high-visibility role responsible for growing, scaling, and improving the experience for virtual cards - a strategically impactful product for BILL. Responsibilities: Own and drive the supplier roadmap for BILL's virtual card product, working closely with your Engineering, Design and Product Marketing partners, and collaborating across functional teams in Sales, Analytics and Operations to execute Drive the evolution of our platform to support more accurate and timely onboarding of suppliers for virtual card payments, friction-free delivery of payments and continued supplier retention & growth on the virtual card program Gather feedback from Sales, Marketing and CX teams to uncover customer pain points, and work with Engineering and Design to develop new features and optimize the user experience Be a thought leader and disseminator of subject matter expertise leveraging internal data-driven analysis, and continuous discovery of external payments industry trends and the competitive landscape We'd love to chat if you have: 7+ years Product Management Experience in the B2B payments space, working on payable automation, supplier management and card issuance or card processing Demonstrable track record of product development lifecycle ownership: vision setting, ideation, research and test & learn, comprehensive requirement documentation, MVP, product launch, ongoing management Obsessed about customers and understanding their needs, pain points, and desires Extraordinary analytical, critical thinking and strategic problem-solving skills. Comfort with ambiguity and ability to cut through complexity to problem solve Deep understanding of retention, churn, growth metrics and prior experience of solving for these with cross-team collaborations Growth mindset, demonstrated success launching new card products Strong business acumen and comfort with complex ecosystem and platform-level problems Good understanding of market trends in B2B payment; demonstrated thought leadership in this space (publications, speaking engagements, etc.) Compelling written and verbal communication, strong story-telling skills to galvanize the organization and create buy-in with leadership and cross-functional stakeholders The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range$167,300-$200,700 USD What's in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) HSA & FSA accounts Life Insurance, Long & Short-term disability coverage Employee Assistance Program (EAP) 11+ Observed holidays and wellness days and flexible time off Employee Stock Purchase Program with employee discounts Wellness & Fitness initiatives Employee recognition and referral programs And much more Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer that values diversity and inclusion. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
    $167.3k-200.7k yearly 33d ago
  • Occupational Therapist

    Dorn 4.3company rating

    Columbus, OH Job

    Part-Time Industrial Injury Prevention Specialist (Part-Time, 1099 Contractor) Compensation: $50 - $60 per hour, depending on experience and credentials Hours: Flexible - 8 hours per week on-site, plus 4 hours a week off-site Company Overview DORN Companies is a leader in industrial injury prevention and ergonomics, dedicated to reducing workplace injuries and promoting employee well-being. We collaborate with our clients to deliver on-site ergonomic assessments, body mechanics coaching, deep tissue therapy, and educational programs designed to increase safety and productivity. Our comprehensive approach supports both safety and management teams, creating healthier and safer work environments. Why Join Us? Make a Difference: Directly impact employee safety and well-being in a meaningful way. Flexibility: Part-time, gig-based hours ideal for professionals seeking to supplement their income. Competitive Pay: Earn competitive rates based on your expertise and contributions. Professional Development: Gain exposure to a range of industries while honing skills in injury prevention and ergonomic intervention. Job Summary We are seeking an Occupational Therapist to join our team as an Injury Prevention Specialist in a Part-Time capacity. This position is ideal for those seeking flexible, gig-based work to supplement their income with a few hours per week. In this role, you'll work with client site management and safety teams to evaluate risks, deliver ergonomic training, and coach employees on injury prevention and pain reduction strategies. Work settings may vary from industrial environments to private office spaces where all therapy supplies are provided. Your duties will include conducting ergonomic assessments, educating employees on proper body mechanics, and delivering hands-on deep tissue therapy. Key Responsibilities Body Mechanics Coaching: Guide employees on proper body mechanics and self-care techniques to prevent workplace injuries. Risk Assessment & Solutions: Collaborate with site management and safety teams to assess risks and implement injury prevention strategies. Hands-On Therapy: Provide deep tissue therapy to enhance employee performance and well-being. Documentation: Maintain detailed records of work and progress utilizing DORNs systems and processes. Employee Surveys: To gather feedback on impact of services delivered Reporting: Communicate with client site teams and DORN management to support injury prevention initiatives weekly and based upon service, monthly. Candidate Traits & Qualifications Education: Certificate, Bachelor's, or Master's degree in a relevant field. Additional continuing education is beneficial. Experience: 2-4 years of experience in injury prevention or in your specialty field, preferably in an industrial setting, with a strong background in hands-on therapy and coaching in body mechanics. Interest in or experience in ergonomics desired but not required. Problem Solver: Ability to identify and address issues effectively, providing solutions both in-person and remotely. Technology: Technology savvy to utilize DORNs reporting systems and infield technology when required. Impact-Driven: Committed to improving workplace health and safety. Exceptional Communication: Your ability to convey insights clearly and effectively and interpersonal communication skills. Independent & Team-Oriented: Comfortable working autonomously while fostering strong relationships with clients and colleagues. Results-Oriented: Dedicated to achieving measurable, positive outcomes. Active and Healthy Lifestyle Advocate: A living embodiment of our values, representing DORN at its pinnacle. Requirements State Licensure: Licensed in your state as an Occupational Therapist. Additional Preferred Credentials: We value candidates with credentials including but not limited to: Athletic Trainer (AT), Physical Therapist (PT), Occupational Therapist (OT), Occupational Therapist Assistant (OTA), Physical Therapist Assistant (PTA), or Licensed Massage Therapist (LMT). Relevant Experience Considered: Other relevant credentials and experience may be considered on a case-by-case basis. If you believe your experience is applicable, please contact our recruiting team to discuss it further. Documentation Skills: Proficiency in Microsoft Office and experience with detailed reporting. Professional Liability Insurance: Active coverage will be required upon hire. Compliance: Must meet drug screening standards and pass a background check.
    $50-60 hourly 17d ago
  • Project Manager

    Peach 4.4company rating

    Remote Job

    At Peach, our goal is to improve the lending experience for everyone. We are doing this by offering a leading modern loan management and servicing platform that allows lenders to innovate, adapt and scale. We are seeking a US based Project Manager. This role is a critical partner to Solutions Engineering who have ultimate responsibility for Peach's implementation process and Customer Success who have ultimate responsibility for Peach's relationship with our existing client base. Together as a team, Project Management and Solutions Engineering are responsible for onboarding clients onto Peach's platform Responsibilities:Act as the primary point of contact internally and externally for new and existing customer implementations. Structure plan, milestones, and timeline for each implementation. Collaborate with clients to achieve buy-in and alignment on project timeline.Work directly with customers to remove blockers and ensure on-time project completion.Drive down completion time for repeatable projects. Identify opportunities for process and documentation improvement. Work with internal stakeholders to implement process improvement. Report on project timelines and proactively flag risks which could cause delays. Implement strategies and tactics to accelerate projects that are behind schedule and projects running ahead of schedule. Report to clients on implementation and major project progress, risks, and next steps. Tailor reporting to the audience - e.g., executive stakeholders, operations team members, product team members, etc. Proactively identify and document risks to project completion; work with clients to implement short term/long term plans to close gaps. Act as a good steward of internal engineering and product resources, balancing customer needs with internal teams' bandwidth.Deliver progress reporting to client stakeholders via regularly scheduled project progress check in's and ad hoc meetings. Recommend changes in process for Implementation and other critical internal and external-facing processes. Qualifications / Experiences5+ years experience working on software implementations in partnership with banks and/or FinTech companies in a project management, Solutions, or Implementation role. Product management experience in a similar industry would be considered as well.Demonstrated ability to deliver multi-month projects and/or implementations on time.Recommend process improvement to execute repeatable projects faster.Partner with stakeholders of varying technical and business acumen at varying levels within a client organization. Strong understanding of banking and fintech industry (retail banking, small business, deposits, lending, payments or card issuing). Bachelor's degree or equivalent experience; a degree in Business Operations, Computer Science, or a related field is preferred. Technical SkillsThis role needs to be familiar with API-driven architecture and software solutions. Ability to describe technical implementation concepts in plain english. Ability to use Postman, make API calls, interpret JSON output is a plus. This role does not need to know how to develop code or write software. $70,000 - $100,000 a year Benefits/PerksWork remotely anywhere in the US.Full benefits, including healthcare, parking and/or commuter benefits, gym membership, and more Collegial work environment
    $70k-100k yearly 11h ago
  • Senior Product Designer- Virtual Card

    Bill.com 4.0company rating

    Remote or Draper, UT Job

    Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. At BILL, we listen, learn, and lead-fostering collaboration and a drive for continuous growth. We're committed to building a diverse and inclusive workplace that values each person's unique skills and experiences. Even if you don't meet every requirement, we'd love to hear from you-you might be just what we're looking for, whether in this role or another. Let's give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company At BILL, we supercharge the businesses that drive our economy with innovative financial tools that help them make big moves. Our vision-driven team makes a real impact on growing businesses. We operate with purpose and curiosity-because that's what drives innovation. As a Senior Product Designer on the Virtual Card Accounts Payable team, you will play a critical role in shaping the user experience for small and mid sized companies to manage their AP back office finance. You will team up with product managers, researchers, engineers, data analysts, and content designers to understand the most critical customer problems, explore various solutions, validate the concepts with customers, and hand off the detailed solution to engineers, and support the launching and feedback loop of the product features you are responsible for. Key Responsibilities: * Handle design challenges and explore innovative solutions. * Manage design projects that have a significant impact on product areas.Exhibit a deep understanding of user needs and pain points. * Challenge and influence the team's understanding of the user's problems. * Develop a strategic perspective on how design aligns with and supports business strategies/metrics. * Deliver simple, elegant designs that exhibit a higher level of sophistication. * Balance aesthetics with usability to create designs that delight users and intentionally create business value. * Take a leadership role in design discussions with cross-functional teams. * Adapt messaging to different levels of the organization, from individual contributors to mid-level managers. * Provide in-depth explanations of design choices, connecting them to user needs and business goals. We'd love to chat if you have: Experience: You have 5+ years of experience in product design, with a demonstrable track record of leading design projects from concept to launch. While not required, if you have previous experience in FinTech or a related industry, it's a huge plus. Collaboration: You show strong interpersonal skills and understand team dynamics, effectively engaging with diverse teams and partnering to achieve goals. You have effective communication and can lead cross-functional discussions with empathy. Customer Centricity: You understand customer situations and keep them central to product decisions. You can translate customer insights into actionable outcomes. Product Design Communication: You clearly convey thoughts through various mediums, enhancing design effectiveness by influencing strategy and connecting design to business objectives. You can tailor messages and build cross-functional narratives. Product Design Influence: You guide the design process, promoting collaboration and advocating for user-centered design by linking customer stories to design rationale. You are sought out for design expertise. Scope & Complexity: You manage complex tasks, navigate design challenges with innovative solutions, and understand user personas. You develop strategic design aligned with business metrics, balancing aesthetics and usability, and lead design discussions linking choices to user needs and business goals. Tools: You are proficient in design & research tools such as Figma, Rally, and Maze. Education: You have a Bachelor's or Master's degree in Design, Interaction Design, a related field, or equivalent practical experience. The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range $134,100-$161,000 USD The estimated base salary range for this role is noted below for our office location in Draper, UT. Additionally, this role is eligible to participate in BILL's bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Draper UT pay range $114,000-$136,900 USD What's in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: * 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) * HSA & FSA accounts * Life Insurance, Long & Short-term disability coverage * Employee Assistance Program (EAP) * 11+ Observed holidays and wellness days and flexible time off * Employee Stock Purchase Program with employee discounts * Wellness & Fitness initiatives * Employee recognition and referral programs * And much more Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer that values diversity and inclusion. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
    $134.1k-161k yearly 15d ago
  • Licensed Life Insurance Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Tyler, TX Job

    Join Yellowstone Life Insurance Agency, an Integrity Company, as a Licensed Life Insurance Agent! This is an exciting opportunity for motivated individuals who are passionate about helping others secure their financial future through life insurance. As a Licensed Life Insurance Agent, you will work from the comfort of your home, providing clients with personalized insurance solutions tailored to their needs. In this role, you will connect with families looking for life insurance options, particularly those who have recently closed on a new home loan or refinanced their mortgage. Our proprietary lead generation platform ensures that you will be contacting individuals who have expressed interest in receiving information on life insurance, making this a warm sales opportunity. Your primary responsibilities will include assessing clients' needs, explaining various policy options, and guiding them through the application process. You will educate clients about the importance of life insurance and help them make informed decisions that best meet their financial goals. As a part of our team, you will receive ongoing training and support to help you succeed and grow in your career. We've cultivated a collaborative environment where you can thrive as you build your own client base and increase your earnings. This position offers flexibility, allowing you to work according to your schedule while achieving your financial aspirations. Requirements Current Life Insurance License is required. Strong communication and interpersonal skills to build rapport with clients. Ability to work independently and manage your own schedule. Motivated, goal-oriented, and dedicated to helping others. Previous sales experience is a plus but not required. Proficient using digital platforms and technology for remote work. Benefits Freedom & ability to work virtually
    $42k-47k yearly est. 60d+ ago
  • Virtual Entrepreneur

    Yellowstone Life Insurance Agency 3.9company rating

    Remote or Weatherford, TX Job

    Yellowstone Life Insurance Agency an Integrity Company is seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent. You will work 100% from the comfort of your home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in helping individuals protect their assets and loved ones by purchasing life insurance policies. There is No Cold Calling required. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with three day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely Current Life Insurance License is required (candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200.).
    $46k-52k yearly est. 60d+ ago

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