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Newest job postings for consultingsuccess
via Lever
posted_at: 9 days agoschedule_type: Full-time
Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance... problems so they can focus on what’s important – their
Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. We succeed if our clients can send their employees home at night, having not experienced a workplace accident or injury. The combination of software, consulting, and training helps clients identify, remedy, and prevent workplace safety and compliance... problems so they can focus on what’s important – their core business.
Help us help keep people safe and businesses working efficiently. Named as one of Built In Colorado’s Best Places to Work for four years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it.
Position Description:
The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client.
This is a fantastic opportunity if you are a Finance Manager or Director, Contracts Clerk, Office Manager, Controller, or work in the automotive business office with exposure to dealership compliance. Our F&I Consultants play an important role in helping our automotive dealership clients maintain compliance!
Location:
While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will be based out of the Riverside, Corona, Temecula area, though clients will span outside this territory.
In the first 60 days you will:
• Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.
• Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
• Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.
• Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.
• Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.
In the first 6 months you will:
• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
• Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.
• Assist with and/or prepare various compliance documentation as needed.
By the end of the first year you will:
• Help communicate and implement sales and finance management compliance systems.
• Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.
• Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
• Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.
Success Criteria:
• Effective communication skills, in-person, in writing, and by phone.
• Professional, collaborative, and persuasive when interacting with clients.
• Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.
• Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
• Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
• Performs other duties and fulfills other responsibilities, as assigned.
Qualifications:
• 5+ years working in a position that oversees Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.
• Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.
• Ability to identify and analyze complex issues and evaluate their broader implications for the business.
• Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.
• Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.
• Demonstrated integrity and ability to foster a compliance culture.
• Strong ability to multi-task and quickly shift priorities.
• Excellent organizational and time management skills.
• Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.
Physical Requirements:
• Active driver’s license and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.
• Ability to lift up to 20 pounds.
• Ability to stand on feet a minimum of 6 hours per day.
• Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
• Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
• Ability to see, recognize, and respond to potentially dangerous situations
• Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds
• Ability to stay overnight in a hotel a total multiple weeks per quarter.
Location and Travel Expectations:
• While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will be based in the area of Long Beach, Torrance, and Gardena.
• Travel expectations: roughly 3-4 nights per month overnight in a hotel; Air travel 2-4 times per year; day-to-day travel to and from Auto Dealerships.
• Client list and visit locations are subject to changes, therefore flexibility of the consultant is necessary. Coverage for other regions may be expected.
$70,000 - $80,000 a year
In addition the base salary, this position is eligible for a quarterly bonus plan, estimated at an additional $10k annually.
Don’t meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If you’re excited about the role but your past experience doesn’t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.
As a growing company KPA values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and Pet Insurance.
About KPA
Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. KPA solutions help clients identify, remedy, and prevent workplace safety and compliance problems across their entire enterprise. The combination of KPA's software, consulting services, and award-winning training content helps organizations minimize risk so they can focus on what's important—their core business.
We are passionate about what we do, how we do and why we do it. Our culture is driven by the KPA core values – Integrity, Helpful, Excellence, Agile, Respectful, and Teamwork. Success will be determined by the capabilities, energy and character of the people we bring into our organization and the performance they achieve.
KPA, with headquarters in Colorado and teammates throughout the United Sates, is recognized as one of Colorado's Best Places to Work and Best Midsize Places to Work by Built In Colorado for 2023.
“To be ranked so highly in Built In’s Best Places to Work Awards is a recognition of KPA’s dedication to creating a team of outstanding professionals and our efforts to create a positive and safe workplace culture for everyone,” said Chris Fanning, KPA President and CEO. “I believe we’ve developed a high caliber organization comprised of passionate people who are experts in their respective fields and deliver great value to our customers.”
KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
If you need assistance or an accommodation due to a disability, you may contact us at hr@kpa.io Show more details...
Help us help keep people safe and businesses working efficiently. Named as one of Built In Colorado’s Best Places to Work for four years in a row, KPA is made up of talented individuals working together for the greater good. We’re here to help our clients build safe, thriving organizations, and we’re looking for people with a common goal to help us do it.
Position Description:
The Finance & Insurance Consultant will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, deal jacket reviews, and employee trainings. The objective of the consultant is to help minimize risk and increase profitability for the client.
This is a fantastic opportunity if you are a Finance Manager or Director, Contracts Clerk, Office Manager, Controller, or work in the automotive business office with exposure to dealership compliance. Our F&I Consultants play an important role in helping our automotive dealership clients maintain compliance!
Location:
While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will be based out of the Riverside, Corona, Temecula area, though clients will span outside this territory.
In the first 60 days you will:
• Shadow our current consultants and learn the process on how to properly conduct a KPA Sales and Finance Compliance Audit.
• Learn the Vera Suite system thoroughly and learn to use the mobile application in the field.
• Attended multiple in-person meetings and webinars on KPA's Sales and Finance Compliance software product.
• Inherit a customer service base and quickly establish relationships with Mangers and Management teams across many different dealerships.
• Complete new hire orientation training and pass a test on F&I compliance to become fully operational as a KPA F&I Consultant.
In the first 6 months you will:
• Establish and demonstrate exceptional industry and regulatory knowledge through onsite field audits, employee training, and regulatory interaction with clients.
• Organize your client visit schedule to maximize travel efficiency based on local and distant client groupings and service frequency.
• Assist with and/or prepare various compliance documentation as needed.
By the end of the first year you will:
• Help communicate and implement sales and finance management compliance systems.
• Support the ongoing growth of the company by providing exceptional customer service, documenting and submitting 20 referrals or sales leads per year to your area Account Executive.
• Be responsible for promoting productive relationships with dealer group management for KPA clients and State Dealer Association Management.
• Perform your first in-person presentation to our district on the ever-changing Compliance responsibilities for a dealership and how our product line is crucial for maintaining compliance.
Success Criteria:
• Effective communication skills, in-person, in writing, and by phone.
• Professional, collaborative, and persuasive when interacting with clients.
• Successfully work in a self-directed environment, combining both the independence of working from a home office while professionally representing KPA in the field with clients.
• Interest and aptitude in learning Federal and State-specific regulations imposed on the automotive dealership industry.
• Ability to manage accounts efficiently and document all activities in our CRM platform (Salesforce).
• Performs other duties and fulfills other responsibilities, as assigned.
Qualifications:
• 5+ years working in a position that oversees Finance & Insurance regulations at an automotive dealership required. Deep knowledge in Finance and Sales regulations and compliance is a must.
• Ability to stay current with legal/regulatory and compliance trends, incorporating new information into KPA policies and procedures.
• Ability to identify and analyze complex issues and evaluate their broader implications for the business.
• Ability to interact with clients at all levels, providing timely practical advice and solutions. Strong communication skills both in-person and in writing are required.
• Ability to work independently, exercise good judgment, and take ownership of issues and matters to their successful conclusion.
• Demonstrated integrity and ability to foster a compliance culture.
• Strong ability to multi-task and quickly shift priorities.
• Excellent organizational and time management skills.
• Ability to navigate and learn new platforms and technology quickly and effectively. The ideal candidate will be proficient in Microsoft Word, Outlook, and PowerPoint, and will be proficient and comfortable using mobile devices.
Physical Requirements:
• Active driver’s license and ability to drive between client visits, typically 4 days per week. Driving time per day varies according to geography and scheduling.
• Ability to lift up to 20 pounds.
• Ability to stand on feet a minimum of 6 hours per day.
• Ability to sufficiently receive audio signals to proceed with caution around heavy machinery, vehicles and other warning noises to ensure safety.
• Ability to perceive sounds at normal speaking levels, with or without correction, and the ability to receive detailed information through oral communication and to make discriminations in sound.
• Ability to see, recognize, and respond to potentially dangerous situations
• Ability to physically move in manners such as bending, crouching, reaching, and pushing/pulling items up to 20 pounds
• Ability to stay overnight in a hotel a total multiple weeks per quarter.
Location and Travel Expectations:
• While this is a remote position based out of the employee’s home office, it will require frequent visits to clients within the territory, including overnight travel. This position will be based in the area of Long Beach, Torrance, and Gardena.
• Travel expectations: roughly 3-4 nights per month overnight in a hotel; Air travel 2-4 times per year; day-to-day travel to and from Auto Dealerships.
• Client list and visit locations are subject to changes, therefore flexibility of the consultant is necessary. Coverage for other regions may be expected.
$70,000 - $80,000 a year
In addition the base salary, this position is eligible for a quarterly bonus plan, estimated at an additional $10k annually.
Don’t meet every job requirement? At KPA, we are dedicated to building a diverse, inclusive, and authentic workplace. Studies have shown that women and people of color are less likely to apply unless they meet every requirement. If you’re excited about the role but your past experience doesn’t align perfectly with every qualification, we still encourage you to apply! You might just be the right candidate for this or other roles.
As a growing company KPA values its employees by supporting them with a full benefits package including Medical, Dental, Vision, Flexible Spending Accounts, PTO, Paid and Floating Holidays, 401k with Company match and immediate vesting, Company-funded Life Insurance, Employee Assistance Programs, and Pet Insurance.
About KPA
Founded in 1986, KPA is a leading provider of Environment, Health & Safety (EHS), and Workforce Compliance software and consulting services. KPA solutions help clients identify, remedy, and prevent workplace safety and compliance problems across their entire enterprise. The combination of KPA's software, consulting services, and award-winning training content helps organizations minimize risk so they can focus on what's important—their core business.
We are passionate about what we do, how we do and why we do it. Our culture is driven by the KPA core values – Integrity, Helpful, Excellence, Agile, Respectful, and Teamwork. Success will be determined by the capabilities, energy and character of the people we bring into our organization and the performance they achieve.
KPA, with headquarters in Colorado and teammates throughout the United Sates, is recognized as one of Colorado's Best Places to Work and Best Midsize Places to Work by Built In Colorado for 2023.
“To be ranked so highly in Built In’s Best Places to Work Awards is a recognition of KPA’s dedication to creating a team of outstanding professionals and our efforts to create a positive and safe workplace culture for everyone,” said Chris Fanning, KPA President and CEO. “I believe we’ve developed a high caliber organization comprised of passionate people who are experts in their respective fields and deliver great value to our customers.”
KPA is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, and compensation, to all qualified applicants and employees without regard to race, religion, religious dress/grooming, color, ethnicity, sex (including sex stereotyping), sexual orientation, gender identity or gender expression, national origin, ancestry, citizenship status, creed, uniform service member status, military or veteran status, marital status, pregnancy, breast-feeding and/or pregnancy-related conditions, age, protected medical condition, leave status, physical or mental disability, genetic characteristics, or any other legally-protected status in accordance with the requirements of all federal, state and local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
If you need assistance or an accommodation due to a disability, you may contact us at hr@kpa.io Show more details...
via Trabajo.org
posted_at: 27 days agoschedule_type: Full-time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual...
We're strong and growing. In a company with such a long and
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual...
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
Bring your best What's the role?
The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.).
Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
This position requires 100% onsite availability in Irving, CA (zip 92612).
This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
Primary Duties & Responsibilities:
• Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs.
• Develop deep understanding of insurance and investment product sales cycle to consult to the effective implementation of technology throughout the cycle.
• Proactive engagement with NO leadership, NO team members, FAs and their teams, Home Office (HO, corporate office) leadership to ensure effective and efficient use of NM's technology suite to maximize advisor and client value.
• Tailor consultative approach so that the specific benefits for each unique audience who will be using the technology are clearly demonstrated and understood.
• Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients.
• Identify gaps and inefficiencies where the financial advisors can apply use of new or existing technology to improve their practices.
• Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle.
• Ensure financial advisors and NO team members comprehend the specific benefits the use of technology will offer (e.g. increased productivity through time savings, increased sales, recruitment, improved client experience etc.)
• Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals.
• Lead strategic planning, engagement, and execution efforts to ensure goals are attained and benefits realized. (e.g. increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction based on efficiencies gained etc.)
• Consult to NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors.
• Partner with NO and HO leadership to ensure a consistent messaging in promoting the proper use and integration of technology and proven business building benefits.
• Develop individualized action plans to assist FAs in leveraging technology in their business practice.
• Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales cycle productivity tool.
• Collaborate with appropriate resources to ensure relevant technology education is provided to the financial advisors and their staff.
• Consult to and partner with NO training team in leading Financial Planning Academy sessions to promote and deliver usage strategies on key technologies needed for a successful FA onboarding and development.
• Support technology rollouts making users aware of benefits, preparation, and training needed for successful deployment.
• Attend mandatory classes, conferences, and training sessions to remain current with changing technologies.
• Track and report engagement efforts and effectiveness to corporate and local management teams.
Qualifications
• Bachelor's Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience.
• Minimum of 5 years' experience to include the following: Experience can run concurrently or in addition to each:
• Five + years of consultation experience working with professionals in financial services or similar industry with demonstrated ability to build/develop relationships at various position levels through a consultative model.
• Minimum of three years' experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.
• Minimum of three years of coaching and training experience preferred
• Minimum of five years financial services industry experience preferred
• Demonstrated ability to understand software technology focused on sales practice and the ability to articulate the benefits and uses to select audiences
• Ability to build and maintain relationships.
• Proven ability to consult and drive measurable improvements in an outcome based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
• Demonstrated ability to lead and facilitate groups of people.
Benefits:
• Tuition reimbursement, commuter plans, and paid time off
• Highly competitive compensation that include base salary plus bonus
• Medical/Dental/Vision plans, 401(k), pension program, and more
#LI-Onsite
Compensation Range:
Pay Range - Start:
$66,500.00
Pay Range - End:
$123,500.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click for additional information relating to location-based pay structures.
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click for information pertaining to compensation and benefits.
EEO/AA Employer/Vets/Disability Show more details...
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual...
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
Bring your best What's the role?
The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.).
Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
This position requires 100% onsite availability in Irving, CA (zip 92612).
This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
Primary Duties & Responsibilities:
• Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs.
• Develop deep understanding of insurance and investment product sales cycle to consult to the effective implementation of technology throughout the cycle.
• Proactive engagement with NO leadership, NO team members, FAs and their teams, Home Office (HO, corporate office) leadership to ensure effective and efficient use of NM's technology suite to maximize advisor and client value.
• Tailor consultative approach so that the specific benefits for each unique audience who will be using the technology are clearly demonstrated and understood.
• Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients.
• Identify gaps and inefficiencies where the financial advisors can apply use of new or existing technology to improve their practices.
• Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle.
• Ensure financial advisors and NO team members comprehend the specific benefits the use of technology will offer (e.g. increased productivity through time savings, increased sales, recruitment, improved client experience etc.)
• Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals.
• Lead strategic planning, engagement, and execution efforts to ensure goals are attained and benefits realized. (e.g. increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction based on efficiencies gained etc.)
• Consult to NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors.
• Partner with NO and HO leadership to ensure a consistent messaging in promoting the proper use and integration of technology and proven business building benefits.
• Develop individualized action plans to assist FAs in leveraging technology in their business practice.
• Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales cycle productivity tool.
• Collaborate with appropriate resources to ensure relevant technology education is provided to the financial advisors and their staff.
• Consult to and partner with NO training team in leading Financial Planning Academy sessions to promote and deliver usage strategies on key technologies needed for a successful FA onboarding and development.
• Support technology rollouts making users aware of benefits, preparation, and training needed for successful deployment.
• Attend mandatory classes, conferences, and training sessions to remain current with changing technologies.
• Track and report engagement efforts and effectiveness to corporate and local management teams.
Qualifications
• Bachelor's Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience.
• Minimum of 5 years' experience to include the following: Experience can run concurrently or in addition to each:
• Five + years of consultation experience working with professionals in financial services or similar industry with demonstrated ability to build/develop relationships at various position levels through a consultative model.
• Minimum of three years' experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.
• Minimum of three years of coaching and training experience preferred
• Minimum of five years financial services industry experience preferred
• Demonstrated ability to understand software technology focused on sales practice and the ability to articulate the benefits and uses to select audiences
• Ability to build and maintain relationships.
• Proven ability to consult and drive measurable improvements in an outcome based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
• Demonstrated ability to lead and facilitate groups of people.
Benefits:
• Tuition reimbursement, commuter plans, and paid time off
• Highly competitive compensation that include base salary plus bonus
• Medical/Dental/Vision plans, 401(k), pension program, and more
#LI-Onsite
Compensation Range:
Pay Range - Start:
$66,500.00
Pay Range - End:
$123,500.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click for additional information relating to location-based pay structures.
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click for information pertaining to compensation and benefits.
EEO/AA Employer/Vets/Disability Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 38.46–57.69 an hour
Job Overview
Specright is looking to hire a SFDC Technical Consultant within our Customer Success Team with the opportunity to work with customers such as Johnson & Johnson, P&G, and Caterpillar. The SFDC Technical Consultant is a Specright Expert that is responsible for understanding a customer's solution architecture, providing design expertise, and developing custom solutions and... integrations. In this role, you will collaborate with our customers
Job Overview
Specright is looking to hire a SFDC Technical Consultant within our Customer Success Team with the opportunity to work with customers such as Johnson & Johnson, P&G, and Caterpillar. The SFDC Technical Consultant is a Specright Expert that is responsible for understanding a customer's solution architecture, providing design expertise, and developing custom solutions and... integrations. In this role, you will collaborate with our customers while providing best practice recommendations, consulting services, and SFDC development expertise to ensure success of their implementation. You will work cross-functionally with teams including Sales, Marketing, Product Management, Customer Success, and Software Engineering.
Specright offers cloud-based software (SaaS) that is disrupting the $1 Trillion packaging and consumer products industries. Our customers typically manage thousands to 10s of thousands of product SKU's - across ingredients, formulas, packaging, and products. Previously, most relied on PDFs, spreadsheets, emails, and less than user-friendly ERP / PLM systems to manage all aspects of their data needs--from procurement to quality assurance. Built on the Salesforce.com platform, Specright provides best-in-class architecture and flexibility that enables companies to reduce costs and empower efficiencies.
Roles & Responsibilities
• Understanding of implementation and development best practices for the full software life cycle, including technical requirements definition, solution design, coding standards, code reviews, source control management, build processes, testing, and operations
• Customer-facing and work within a project team and participate in software design meetings and analyzes user needs to determine technical requirements
• Write technical specifications based on conceptual design and stated business requirements
• Deep understanding of web services, distributed systems, API design, & platform integration
• Work with a broad range of stakeholders across teams to deliver on key projects and requirements
• Help to develop training material for new processes
• Assist in estimating work effort of development activities and keep on budget
• Keeping up to date with the Salesforce release cycle and implementing appropriate changes
• Collaborate with Product & Engineering to align architecture to core platform and communicate feature ideas for future product roadmapping
Basic Qualifications
• Minimum BS in Computer Science or related technical field
• 7+ years experience in Software Development
• 5+ years experience in Salesforce Development
• Experience designing and developing integrations between SFDC and other solutions such as ERP, homegrown solutions, etc.
• Experience with developing custom solutions on the force.com platform leveraging Apex, Triggers, Flow, Lightning, LWC, Visualforce, etc.
• Ability to lead technical conversations and contribute to the design and development of Apex triggers, Lightning Component Framework apps lightning pages, and API based integrations
• Must be able to develop credibility and trust from customers and internal stakeholders with technical acumen and leadership of the solution
Preferred Qualifications
• Salesforce ADM201 Certified
• Industry experience in HLS, Consumer Goods, Food & Beverage, Packaging, or Supply Chain highly preferred
• Familiarity with middleware tools such as Dell Boomi, Informatica, and Mulesoft
Soft Skills
• Highly Accountable
• Strong communication and team skills with project team and Customer business and technical stakeholders
• Time management with respect to managing multiple projects at once
• Fast learner, team player, can-do attitude, highly organized, execution-oriented, problem solver
Culture
We are an energetic company with an entrepreneurial, informal, versatile, intelligent, and fast-paced culture. We promote an open and relatively flat organization with an emphasis on collaboration, sharing ideas and information. Perks include equity packages, flexible work hours, weekly Grubhub stipend, unlimited PTO, and full benefits. Specright is VC-backed by Pritzker Group, Mucker Capital, Okapi Venture Capital, and Fika Ventures. This is your opportunity to join a successful, growing team in a fun environment Show more details...
Specright is looking to hire a SFDC Technical Consultant within our Customer Success Team with the opportunity to work with customers such as Johnson & Johnson, P&G, and Caterpillar. The SFDC Technical Consultant is a Specright Expert that is responsible for understanding a customer's solution architecture, providing design expertise, and developing custom solutions and... integrations. In this role, you will collaborate with our customers while providing best practice recommendations, consulting services, and SFDC development expertise to ensure success of their implementation. You will work cross-functionally with teams including Sales, Marketing, Product Management, Customer Success, and Software Engineering.
Specright offers cloud-based software (SaaS) that is disrupting the $1 Trillion packaging and consumer products industries. Our customers typically manage thousands to 10s of thousands of product SKU's - across ingredients, formulas, packaging, and products. Previously, most relied on PDFs, spreadsheets, emails, and less than user-friendly ERP / PLM systems to manage all aspects of their data needs--from procurement to quality assurance. Built on the Salesforce.com platform, Specright provides best-in-class architecture and flexibility that enables companies to reduce costs and empower efficiencies.
Roles & Responsibilities
• Understanding of implementation and development best practices for the full software life cycle, including technical requirements definition, solution design, coding standards, code reviews, source control management, build processes, testing, and operations
• Customer-facing and work within a project team and participate in software design meetings and analyzes user needs to determine technical requirements
• Write technical specifications based on conceptual design and stated business requirements
• Deep understanding of web services, distributed systems, API design, & platform integration
• Work with a broad range of stakeholders across teams to deliver on key projects and requirements
• Help to develop training material for new processes
• Assist in estimating work effort of development activities and keep on budget
• Keeping up to date with the Salesforce release cycle and implementing appropriate changes
• Collaborate with Product & Engineering to align architecture to core platform and communicate feature ideas for future product roadmapping
Basic Qualifications
• Minimum BS in Computer Science or related technical field
• 7+ years experience in Software Development
• 5+ years experience in Salesforce Development
• Experience designing and developing integrations between SFDC and other solutions such as ERP, homegrown solutions, etc.
• Experience with developing custom solutions on the force.com platform leveraging Apex, Triggers, Flow, Lightning, LWC, Visualforce, etc.
• Ability to lead technical conversations and contribute to the design and development of Apex triggers, Lightning Component Framework apps lightning pages, and API based integrations
• Must be able to develop credibility and trust from customers and internal stakeholders with technical acumen and leadership of the solution
Preferred Qualifications
• Salesforce ADM201 Certified
• Industry experience in HLS, Consumer Goods, Food & Beverage, Packaging, or Supply Chain highly preferred
• Familiarity with middleware tools such as Dell Boomi, Informatica, and Mulesoft
Soft Skills
• Highly Accountable
• Strong communication and team skills with project team and Customer business and technical stakeholders
• Time management with respect to managing multiple projects at once
• Fast learner, team player, can-do attitude, highly organized, execution-oriented, problem solver
Culture
We are an energetic company with an entrepreneurial, informal, versatile, intelligent, and fast-paced culture. We promote an open and relatively flat organization with an emphasis on collaboration, sharing ideas and information. Perks include equity packages, flexible work hours, weekly Grubhub stipend, unlimited PTO, and full benefits. Specright is VC-backed by Pritzker Group, Mucker Capital, Okapi Venture Capital, and Fika Ventures. This is your opportunity to join a successful, growing team in a fun environment Show more details...
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