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Business, Entrepreneurialism, and Management

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

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Business, Entrepreneurialism, and Management Field of Interest

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Program Recommendations

Personal Financial Advisors

Phoenix College (MCCCD)

Associate in Business, General Requirements

Education

Associate's Degree

Chandler-Gilbert Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Estrella Mountain Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Glendale Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Paradise Valley Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Rio Salado College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree


Current Available & Projected Jobs

Personal Financial Advisors

207

Current Available Jobs

6,580

Projected job openings through 2030


Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Wealth Management Client Servicing Representative
    Bank of America    Chandler, AZ 85286
     Posted about 2 hours    

    Wealth Management Client Servicing Representative

    Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary:

    Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem-solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

    Job Description:

    As a Wealth Management Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their accounts which may include but is not limited to credit and debit cards and small business accounts. Client Services Representatives will handle inbound calls from clients, branch offices, banking centers, and various internal associates. CSR’s must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

    Key Responsibilities include:

    + Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call

    + Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients

    + Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk

    + Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts

    + Display passion, commitment and deliver an experience that improves our customers’ financial lives

    Required Skills:

    + Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

    + Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

    + Strong analytical ability and organizational skills

    + Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

    + Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations

    + Able to prioritize issues and handle several sensitive processes at once in a timely fashion

    + Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines

    + Customer service skills and the ability to resolve problems and prevent client dissatisfaction

    + Handling escalated clients and demonstrates the ability to de-escalate when possible

    + Ability to manage/direct multiple functions effectively while delivering results

    + Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment

    + Ability to handle confidential matters and sensitive information in a responsible manner

    Desired skills:

    + Experience working in a client focus environment

    + Knowledge of financial terms and concepts

    + Understanding of retirement plans and products

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Employee Experience - Enterprise Account Executive
    Zoom    Phoenix, AZ 85067
     Posted about 6 hours    

    Workvivo is a digital experience platform that brings workplace culture to life and empowers employees to be heard and feel included, no matter where they work. We are committed to our customers, obsessed with improving employees’ working lives, and driven by results. From automotive, technology, manufacturing, logistics, finance, and everything in between, we roll out the Workvivo platform to diverse organizations across the globe to enhance their employee experience.

    As part of the ongoing global expansion of Workvivo, we need the best sales professionals to deliver the ultimate customer experience, partner with our customers to deliver a fantastic employee experience and continue to meet our growth ambitions. As a member of the Workvivo Employee Experience (EXP) team you will grow awareness, adoption, and deployment of Workvivo across current Zoom customers as well as acting as a market evangelist within new prospects and customers.

    Responsibilities

    • Consistently achieve ambitious revenue targets in a priority region for growth within Workvivo

    • Successfully manage an Enterprise and commercial sales cycle that includes outbound lead generation, partnering with the wider Zoom regional teams, customer engagement, business case development and contract negotiation

    • Strategize and execute lead generation activities along with the Sales Development and Marketing Teams to ensure every company knows about Workvivo

    • Partner closely with the Solutions Consulting team to gain a deep understanding of our customers’ pain points and showcase our solution to address their priority pain points, making the biggest possible impact on their business

    • Deliver engaging product demonstrations, delight our customers with industry & market knowledge and run effective business meetings aligned with the Workvivo value proposition

    • Coordinate internal partners to proactively support our customers in an evaluation process

    • Develop territory & account plans and execute with extreme focus

    • Proactively manage pipeline and forecast accurately to build a trusted sales organization

    • Contribute thought leadership to customers and provide feedback to our Product Team allowing us to constantly improve and exceed customer expectations

    • Mentor & coach junior members of the sales organization

    • Be brave and be bold - we are an ambitious company

    Salary Range or On Target Earnings:

    Minimum:

    $174,500.00

    Maximum:

    $381,900.00

    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:

    06/28/24

    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Information about Zoom’s benefits is on our careers page here (https://explore.zoom.us/media/benefits\_brochure.pdf#page=40) .

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations.

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    #LI-Remote


    Employment Type

    Full Time

  • ACCOUNT EXECUTIVE
    UKG (Ultimate Kronos Group)    Scottsdale, AZ 85258
     Posted about 7 hours    

    Description

    A company culture that breeds and supports success at every level, putting our employees first!

    Ideally, candidates will live in or near their territory and are familiar with the local business climate.

    Challenging? Yes! UKG expects a lot from our sales reps and we provide a lot for our reps to succeed. Rewarding? Absolutely! You will have confidence in the performance of the solutions you sell and also in the quality of service your customers will receive, ensuring your accounts will be satisfied with their decision to go with UKG.

    If you are known as an over-achiever, and you’ve been looking for the opportunity to land your “last” WFM/HRMS/Payroll sales position, this is it! For sales reps who can prove their WFM/HRMS/Payroll game, click the “Apply Online” link. All exploratory inquiries and applications for sales employment are kept confidential.

    Here at UKG, Our Purpose Is People. Our employees are an extraordinary group of talented, energetic, and innovative people who care about more than just work. We strive to create a culture of belonging and an employee experience that empowers our people. UKG has more than 13,000 employees around the globe and is known for its inclusive workplace culture. Ready to be inspired? Learn more at www.ukg.com/careers

    Primary/Essential Duties and Key Responsibilities:

    + Seasoned Application Consultant team to assist with proposals, RFPs, and demos

    + Expert Technical Sales Support

    + Highly reference-able customer base with 96% customer retention with our hosted SaaS solution

    + Solid Sales Operations and Legal staff focused on helping process and close contracts quickly

    + Award-winning HRMS/Payroll, Talent Management, and Time and Attendance solutions, consistently outperforming our competitors’ products

    + Software-as-a-Service solution for the growing number of companies relying upon SaaS benefits

    + Award-winning Implementation and Customer Support teams dedicated to bringing customers live in industry-record time-frames

    + Consistently exceed sales quotas

    + Maintain a working knowledge of products and capabilities, incorporating technical advances in presentations to end users

    + Present HCM/WFM products and services to final decision makers and end users within an assigned territory

    + Identify sales opportunities and develop sales and marketing proposals for customers on HCM/WFM products and services based on their technical needs

    Required Qualifications:

    + Strong knowledge of HCM/WFM/SaaS Industry

    + Must have 3-5 years of proven success selling WFM/HRMS/Payroll solutions

    Travel Requirements:

    + 50-75%

    The base salary range for this position in Colorado, New York, Washington and California is $100,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG’s comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/careers (https://www.ukf.com/careers) .

    Equal Opportunity Employer

    Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

    View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) and its supplement.View the Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

    This job description has been written to provide an accurate reflection of the current job and to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

    Ukg will reasonably accommodate employees with disabilities as defined by the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) and other appropriate statutes. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Company’s online employment application, please contact [email protected] ([email protected]) . #LI-Remote

    It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.


    Employment Type

    Full Time

  • Junior Account Executive
    Tradesmen International, Inc.    PHOENIX, AZ 85067
     Posted about 8 hours    

    **Description**

    Since 1992, Tradesmen International has been the construction industry’s premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been made possible by an entrepreneurial spirit, our Employee First mentality, commitment to safety, and a dynamic, driven, and team-based culture.

    **We are now seeking a full-time, Associate (Junior) Account Executive to join our team and grow with us.** Prior sales experience is not required, entry level candidates are preferred! This position is a great opportunity to learn under a team of successful Senior Account Executives. The Senior AE team will provide mentorship and guidance on how to be successful in this role and at TI.

    Give us a positive “Go-Getter, Can Do” attitude, a strong work ethic, and a genuine customer service mindset and we will help kick-start your sales career with our on-the-job training and professional development resources.

    **Qualities of a Successful Account Executive:**

    + **Character** – Excellent communication and interpersonal skills, ability to build and foster strong relationships, critical thinking and out of the box problem solving, team player mentality

    + **Ownership** – Strong organizational and time management skills, ability to prioritize tasks and take accountability

    + **Resiliency** – Able to bounce back from setbacks, enjoys challenges, is assertive in nature

    + **Enterprising Drive** – Self-motivated, goal-oriented, driven to win and eager to succeed

    **Key Performance Objectives:**

    + **Build and Foster Strong Business Relationships** – Routinely coach and manage Field Employees and deliver a consultative, needs-based selling approach to our Clients.

    + **Grow Sales** – Prospect, cold call, and canvass within your set territory to manage current Clients as well as develop new business.

    + **Commitment to Safety** – Conduct safety walkouts with Field Employees and review safety check-lists to ensure safety protocols are being upheld.

    + **Ensure Client Satisfaction** – Conduct routine check-ins with Clients and Field Employees to take a pulse on satisfaction/needs, own and troubleshoot issues as they arise to a thorough resolution.

    + **Work Directly with Senior Account Executive** – Spend time daily with Senior Account Executive getting direction and strategy on attacking sales territory.

    + **Re-engage Clients** – Spend time daily calling the Senior Account Executive’s inactive and new never used client base to set meetings and secure orders.

    + **Prospect and Close** – Prospecting to set meetings for Associate Executive and Senior Account Executive to attend with the goal to close new sales opportunities.

    + **Provide Support –** Assist as needed in recruiting efforts to fill Senior Account Executive’s open orders that the Associate Account Executive will be managing.

    **Job Requirements:**

    + Excellent communication skills

    + Self-motivated and goal oriented, go-getter attitude

    + Desire to learn and grow professionally

    + Regular and predictable attendance is an essential function of the job

    + **Position requires valid driver’s license and reliable transportation.**

    **Join the team, work hard, and watch your earning potential and career opportunities grow with Tradesmen International!**

    Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), paid vacation, paid sick time and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

    _EO employer - M/F/Veteran/Disability_

    **Recruiter Name**

    Nicole Nowak

    **Location**

    US-AZ-PHOENIX

    **Posted Date** _2 days ago_ _(6/21/2024 10:29 AM)_

    **_Req ID_** _2024-350453_

    **_Category_** _Sales and Sales Related - Sales Representative, Services_

    **_Job Board_** _IN_

    **_Location_** _US-AZ-PHOENIX_

    **_Employment Type_** _Regular Full-Time_


    Employment Type

    Full Time

  • Account Executive, Financial Services
    Teradata    Phoenix, AZ 85067
     Posted about 9 hours    

    **What You'll Do**

    An exciting opportunity to join Teradata’s Premier and Strategic tier customer account teams as a Senior Account Executive. To be successful, you need to be an adept communicator, capable of engaging in business and technical conversations at multiple levels of the client organization. If you enjoy digging into the business of your customer to solve their business problems and you can articulate how analytics and technology and unlocking the value of their Teradata investment will impact their business outcomes, then you have the opportunity to propel your career as this would be the role for you!

    Key Responsibilities

    + Lead and articulate account planning, business development, managing aspects of the selling process that ultimately close sales opportunities, with attainment of quarterly goals, and forecasting accuracy.

    + Understands the clients’ key business initiatives, areas of concern, technology stack, and competitive environment. With this knowledge, recognizes how Teradata solutions apply and can articulate the value of these solutions, building a sound business case while generating compelling event to close sales opportunities.

    + Builds and manages relationships with business users, customer decision makers, and IT departments.Helps coordinate targeted segments of Teradata engagement with client, while involving specialist resources when needed in the selling process, track both consumption and use of TD Platform, as well as overseeing the deliverable of consulting projects and renew platform and services contracts.

    + Maintains up-to-date knowledge of Teradata products and solutions as well as competitor’s offerings.

    **Who You'll Work With**

    In this role, the Senior Account Executive is a valued member of an existing Account Team that’s focused on optimizing the value and successful consumption of Teradata software and services with one of our largest Financial Services clients. You will partner with Account team leaders to execute specific sales strategies and tactics in support of defined customer targeted objectives.

    **What Makes You a Qualified Candidate**

    + Bachelor’s Degree or equivalent work experience.

    + Successful track record in closing sales, lead conversion, business development, converting new prospects into customers and a willingness to pursue multiple contacts in support of common sales strategy.

    + Experience with CRM applications to document sales opportunities progress with discipline, forecasting policies, close plans, targeted marketing techniques, account planning both processes and methodologies, and commonly used tools.

    + Prior experience in the finance/banking industry a plus

    + Experience in Cloud, analytics, consultative sales

    **What You'll Bring**

    + Preferably 5-10 years of quota carrying sales or related customer interaction role, business development, inside sales. Door opener and hunter sales personality.

    + Ability to excel in a team selling environment focused on client benefit and overall success of Teradata Account Team, building and maintaining long term strategic relationship with the customer.

    + Awareness and comprehension of the latest advanced analytics techniques and how they apply to business decisions.

    + You are analytical, inherently curious, have a passion for learning

    **Why We Think You’ll Love Teradata**

    We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are an anti-racist company because our dedication to Diversity, Equity, and Inclusion is more than a statement. It is a deep commitment to doing the work to foster an equitable environment that celebrates people for all of who they are.

    **Our Company**

    At Teradata, we believe that people thrive when empowered with better information. That’s why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers—and our customers’ customers—to make better, more confident decisions. The world’s top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.

    Teradata invites all identities and backgrounds in the workplace. We work with deliberation and intent to ensure we are cultivating collaboration and inclusivity across our global organization.

    We are proud to be an equal opportunity and affirmative action employer. We do not discriminate based upon race, color, ancestry, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related conditions), national origin, sexual orientation, age, citizenship, marital status, disability, medical condition, genetic information, gender identity or expression, military and veteran status, or any other legally protected status.

    Pay Rate: 257200.0000 - 321800.0000 - 386400.0000 On-Target Earnings

    Starting pay for the successful applicant will depend on geographic location, internal equity, job-related knowledge, skills, and candidate experience. Learn more about Teradata’s competitive Total Rewards package at https://www.teradata.com/About-Us/Careers/Benefits


    Employment Type

    Full Time

  • Account Executive
    Rocket Software    Phoenix, AZ 85067
     Posted about 11 hours    

    **It's fun to work in a company where people truly BELIEVE in what they're doing!**

    **Job Description Summary:**

    The Account Executive is an enterprise software sales professional who sells a platform of software solutions to Global 1000 clients. This individual understands executive selling into large companies, has outstanding communication skills and brings current relationships. Proactively prospecting and meeting with customers weekly.

    **Responsibilities** :

    + Sell a portfolio of infrastructure and application software that optimizes and modernizes enterprise systems.

    + Work closely with Field Marketing to develop prospects and events.

    + Supports sales campaigns with the extended team of Rocket sales engineers, marketing and lab groups.

    + Ensure best-in-class customer sales satisfaction and reference-ability with our customers.

    + Meet revenue targets and strategic objectives, including growing the sales pipeline, creating territory plans.

    + Actively use Salesforce and maintain weekly, monthly and quarterly sales forecasts.

    + Work with management to negotiate pricing and contact terms.

    + Serve as a trusted advisor to customer business and IT leaders, aggressively shape opportunities early in the sales cycle. Advance opportunities into profitable revenue growth for the company.

    + Demonstrate breadth and depth of knowledge in aligning the company's capabilities to business and IT priorities and positioning relative to competitors.

    **Minimum Qualifications:**

    + 5+ years of sales experience in solution software to Global 1000 clients

    + Ability to adapt to the situation, impeccable honesty, integrity, and ethics.

    + Work in a company with a sales culture that supports and rewards high achievers.

    + Proactively tackles difficult problems often with a new perspective.

    + Can articulate a vision, influence others, plan and organize resources and deliver the results.

    + Strive to exceed expectations and able to work effectively with Sales Management support.

    + Has the business acumen and experience to navigate mid-size customers with a portfolio product line.

    If you apply for this role, you consent to your submission (including any personal information you provide) being shared with third parties who may assist Rocket in reviewing and selecting candidates for this role.

    **Information Security:**

    Information security is everyone’s responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.

    **Diversity, Inclusion & Equity:**

    At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.

    This position is eligible for commissions in accordance with the terms of the company’s plan

    **What Rocket Software can offer you in USA:**

    **Extensive paid time off programs (paid holidays, sick, and unlimited vacation time)**

    **Healthcare coverage options to fit you (and your family’s) needs**

    **Retirement savings, with matching contributions by Rocket Software**

    **Life and disability coverage**

    **Leadership and skills training opportunities**

    **Two paid work days for off-site training**

    Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

    Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to [email protected]. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

    \#LI-Remote

    _If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!_

    Thousands of companies around the world depend on Rocket to solve their most challenging business problems by helping them run their critical infrastructure, business processes, and data, as well as extending the value of these assets to take advantage of cloud and mobile computing, advanced analytics, and other future innovations. From the clothes we wear to the cars we drive, Rocket solutions power the back-end systems that thousands of brands interact with every day. At Rocket, software has always been about people—not just ones and zeroes. We’re people solving problems for other people, and we strive to treat our customers, partners, and fellow Rocketeers with humanity. Founded in 1990, Rocket Software is headquartered in Waltham, Massachusetts with 31 offices around the world.


    Employment Type

    Full Time

  • Division Financial Analyst
    PulteGroup    Scottsdale, AZ 85258
     Posted about 12 hours    

    We know that BUILDING HOMES & COMMUNITIES BEGINS WITH BUILDING THE BEST TEAM!How would you like to be a part of team that has been providing the American Dream of homeownership to families for more than 60 years? PulteGroup is a FORTUNE 500 company and one of America's top residential builders. We put the consumer at the center of everything we do and we stand above the competition in our commitment to quality.Our Vision is to Build Consumer Inspired Homes & Communities to Make Lives Better and we believe that success starts with having the right people.At PulteGroup, we are committed to diversity and inclusion. We value the differences of each employee and understand that being consumer inspired means that we reflect the diversity of the consumers we serve.A position with PulteGroup offers a rich, fulfilling and rewarding career across multiple geographies and brands. If you are interested in being a part of our team, let's talk about your career with PulteGroup!JOB SUMMARY:Primary responsibility for performing financial analysis to be used by Division Ops team to assess financial and operational performance. Provides support in invoice processing, Land budget controls, annual planning, quarterly forecasting, historical cost and budget analysis, and expense performance comparisons.PRIMARY RESPONSIBILITIES:

    + Assists in the preparation of quarterly forecasts and annual plan

    + Consolidates budget submissions from various departments and perform budget analysis

    + Ensure timely and accurate payment of our vendors and trades

    + Perform month-end responsibilities, not limited to journal entries and reconciliations.

    + Reviews overhead performance and develops benchmarks to monitor performance

    + Prepares reports and analysis to management including, but not limited to variance reports and operational metrics

    MANAGEMENT RESPONSIBILITIES LEVEL: MENTOR / COACH / FEEDBACK Without Direct Reports

    + Not applicable

    SCOPE:

    + Decision Impact: Division

    + Department Responsibility: Single

    + Budgetary Responsibility: No

    + Direct Reports: No

    + Indirect Reports: No

    + Physical Requirements: If applicable

    REQUIRED EDUCATION:

    (degree, licenses, certifications, etc.)

    + Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field)

    + Certified Public Accounting License (active or inactive) preferred

    REQUIRED EXPERIENCE:

    (work related, tools/equipment, software, etc.)

    + Related Functional Experience: Minimum 3 years public and/or corporate accounting experience

    + Good analytical skills

    + Good knowledge or GAAP and financial reports

    + Good verbal and written communication skills

    PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

    We are an equal opportunity employer (http://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

    This Organization Participates in e-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

    Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer.

    California Privacy Policy (https://www.pulte.com/legal/privacy-policy)

    Here at PulteGroup:

    + We will not send correspondence from any non-PulteGroup email (for example, we will not contact you via a gmail, yahoo or outlook email address)

    + We conduct our interviews in person or via phone or Teams/Zoom video (we would never conduct an interview via text message or Teams chat)

    + We will not issue you a check as part of your onboarding for any reason (including for supplies, home office equipment, computers, etc.)

    + We will not request money as part of your interview or onboarding process

    If you suspect you have been contacted by a scammer and would like to verify the legitimacy of an offer, please contact [email protected].

    PulteGroup Employee Benefits

    At PulteGroup, we believe that our people are what makes us a great place to work and we strive to meet their health and welfare needs with a competitive suite of benefit offerings designed for their unique lifestyles.

    + Comprehensive, Flexible and Affordable Healthcare Coverage Options

    + Supplemental Healthcare Coverage Opportunities

    + PTO and Work/Life Benefits

    + Health Advocacy and Wellness

    + Retirement Plan with Company Match

    + Education and Employee Assistance Programs

    + Paid Parental Leave and Adoption Benefits

    + Mortgage Financing Discounts through Pulte Mortgage

    Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.


    Employment Type

    Full Time

  • Account Executive - Retirement 401(k) Services
    Paychex    Phoenix, AZ 85067
     Posted about 13 hours    

    Overview

    Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

    Responsibilities

    + Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.

    + Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.

    + Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

    + Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.

    + Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.

    + Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.

    + Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.

    + Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.

    + May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.

    + Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.

    + Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third party vendors.

    Qualifications

    + H.S. Diploma - Required

    + Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.

    + 2 years of experience in Relevant sales/sales management.

    + Driver's License - Required


    Employment Type

    Full Time

  • Modern Workplace Engineer - M365 Portfolio Manager
    MUFG    Tempe, AZ 85282
     Posted about 15 hours    

    **Do you want your voice heard and your actions to count?**

    Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

    With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

    Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

    The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

    **Position Overview:**

    We are looking for a highly qualified, experienced, and driven Modern Workplace M365 Portfolio Manager to join our Modern Workplace Engineering team. This role requires at least 5 years of hands-on experience with the Microsoft M365 and Azure products, and will ensure the products are consistent with the bank’s strategic vision, security needs, and integration & user adoption optimization.

    Your focus will be to collaborate with technical teams to evaluate and suggest solutions that can be achieved with the Microsoft 365 product platform, work with key stakeholders and policy makers across the organization to help them understand the value of Microsoft's M365, and be the firms M365 Ambassador to ensure we maximize ROI on the Microsoft 365 technology stack.

    **Key Responsibilities:**

    •Collaborate with Solutions Architects and MS Stakeholders in developing complex end-to-end Enterprise solutions with the existing Microsoft Security platform.

    •Participate in technical support requests and stay in-the-know with the Microsoft 365 Roadmap. So that they're always ready to provide the best consultation services to our users.

    •Research and evaluate emerging M365 technologies as they become available and coach and mentor team members on the upcoming or new changes.

    •Assist in the analysis, design and development of product roadmaps and implementation plans in a cohesive architecture viewpoint.

    •Assist other support staff with Design, Implementation and support of Microsoft 365 workloads.

    •Be the Voice of the Customer, sharing insights and best practices, with Security, Engineering and Product teams. Removing blockers while influencing the solution roadmap.

    •Recognize automation opportunities within our M365 ecosystem and create scripts to put these solutions into action.

    •Design of modern workplace architectures that are aligned to regulatory and governance models.

    •Expertise in driving deployment & adoption (usage) assistance by leading various team’s resources for smooth customer experience.

    •Participate in the infrastructure architecture governance model.

    •Lead and contribute to discussions surrounding enterprise design, security and architecture discussions.

    **Skills & Experiences:**

    •Bachelor’s degree in relevant discipline (e.g. MIS, Engineering, Computer Science or related technical degree).

    •5+ years of experience designing, building and deploying enterprise solutions with Microsoft technologies within a related field or professional services.

    •Ability to explain key end-user solutions and technical architecture aligned to the firm’s maturity framework/path in Office 365, Windows, and tools such as Identity with Azure Active Directory Premium, Intune (MDM and MAM) and Modern Deployment technologies.

    •Experience as a solutions architect or equivalent around Microsoft’s modern workplace toolset.

    •Experience in delivering business solutions on Microsoft 365 with expertise related to the following technologies: M365 Office Suite, Teams and Team App Integration, Viva, SharePoint Online, Power Platforms (Specifically PowerApps, Power Automate, & PowerBI), Yammer, OneDrive, Defender for Endpoint, Purview, Stream, Exchange Online, & IRM/Azure RMS)

    •Experience with the Microsoft Security & Compliance suite of applications specifically Purview, Defender and Intune.

    •Working knowledge of Data Protection strategies and how to implement them within the Microsoft ecosystem.

    **Preferred Qualifications\Certifications**

    •Microsoft 365 Certified: Administrator Expert

    •Microsoft 365 Certified: Messaging Administrator Associate

    •Microsoft 365 Certified: Collaboration Communications Systems Engineer Associate

    •Microsoft Certified IT Professional (MCITP)

    •Scripting experience (including PowerShell)

    The typical base pay range for this role is between $145K - $182K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

    MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)

    The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

    We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

    At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

    **Our Culture Principles**

    + Client Centric

    + People Focused

    + Listen Up. Speak Up.

    + Innovate & Simplify

    + Own & Execute


    Employment Type

    Full Time

  • Enterprise Account Executive
    Quadient    Phoenix, AZ 85067
     Posted 2 days    

    **Connect with Quadient**

    Quadient is a global leader in customer communication solutions. With over 100 years’ of experience and still going strong, we aim to be the driving force behind the world’s most meaningful customer experiences. Our success in delivering innovation and business growth is inspired by the connections our people create every day, with our clients and each other. It’s these connections that make Quadient such an exceptional place to grow your career – and help our future-focused team lead the way.

    Parcel Pending by Quadient is hiring an Enterprise Account Executive to drive growth by leveraging effective sales strategies and managing assigned accounts.

    **Your role in our future**

    This role involves managing assigned accounts, crafting account strategies, expanding executive relationships, and delivering high-value solutions.

    + Develop and execute account strategies for assigned territories.

    + Manage full sales cycles: lead generation, discovery, pricing, RFP management, contract negotiation, and closing.

    + Maintain accurate CRM records of prospects, client activities, opportunities, and forecasts.

    + Review account and pipeline reports weekly and discuss strategies with management.

    + Build strong relationships with key decision-makers to understand business needs.

    + Promote Quadient’s products/services at marketing events.

    + Meet or exceed sales targets and KPIs.

    + Analyze industry data to recommend solutions.

    + Identify market trends and customer needs to grow market share.

    + Achieve and exceed sales quotas.

    + Travel within the region (50%-70%) and attend events as needed.

    **Your profile**

    + Bachelor’s degree in Business, Marketing, Communications, or related field.

    + 5-7 years in outside sales with a track record of exceeding quotas.

    + Strong knowledge of sales principles and cycle management.

    + Experience in multifamily housing or related real estate.

    + Ability to manage complex sales cycles.

    + Proficient in CRM systems (Salesforce preferred).

    + Motivated self-starter with excellent relationship-building skills.

    Knowledge gaps can be filled. Even if you don’t satisfy every single requirement or meet every qualification listed, we still want to hear from you.

    Join our team to drive growth and expand Quadient’s market share with your sales expertise. **_Apply now._**

    \#LI-LR1

    This position has a target base salary of:

    $110,000.00

    and annual commission target of:

    $100,000.00

    _Quadient, Inc. has target base salary and target incentive compensation for our sales roles, that are based on function, level, and scope._ _To provide greater transparency to candidates, we share these targets on all job postings_ _. Final base and incentive offers are determined by multiple factors, which may include (but are not limited to) geographic location and candidate experience and expertise. As such, they may vary from the targets listed._

    **Rewards & Benefits**

    **Flexible Work** : Embrace a hybrid work model blending office and remote setup for a balanced lifestyle.

    **Endless Learning:** Access global opportunities for growth through our 24/7 online learning platform.

    **Inclusive Community:** Join diverse communities and engage in our Philanthropy program.

    **Comprehensive Rewards:** Enjoy competitive Total Rewards covering wellness, work/life balance, and more, including a generous referral scheme.

    **Caring for Wellbeing** : Access our complimentary employee assistance program for mental health support.

    **Be yourself at Quadient**

    Our values define how we work as a team: Empowerment, Passion, Inspiration and Community. They inspire us to be EPIC. Together. What makes Quadient different is how different we all are. We’re a team of individuals with one goal but many perspectives. When you connect with Quadient, you become part of a community that cares - in a culture which embraces difference and values every voice.

    We will consider any reasonable modifications to the interview process. If you require any assistance with the application process, please email us at [email protected]

    Quadient is an Equal Employment Opportunity Employer*: We believe that diversity brings benefits to our customers, our business, and our people so we are committed to being an inclusive employer. We encourage applications from all suitable applicants, regardless of background. We firmly believe in zero discrimination in employment on any basis, including gender, race, ethnicity, religion or belief, national origin, age, disability, marital status, sexual orientation, gender identity, citizenship status, veteran status, and any other protected characteristics.

    *This includes being an Affirmative Action Employer in the United States.

    **People. Connected.**


    Employment Type

    Full Time


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