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Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 23 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeWe are seeking a strategic and analytical Sales and Operations Planning (S&amp;OP) Manager to lead the integrated planning process for our North America construction equipment business. This role is pivotal in aligning demand forecasts with supply capabilities, optimizing inventory, and ensuring cross-functional collaboration to meet business objectives.Position Type: Full Time,Exempt Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Lead and facilitate the monthly S&amp;OP process, ensuring alignment across Sales, Operations, Finance, and Supply Chain.</li><li>Develop and maintain accurate demand forecasts using historical data, market trends, and input from commercial teams.</li><li>Collaborate with manufacturing and procurement teams to align supply plans with demand forecasts.</li><li>Identify gaps, risks, and opportunities in the supply-demand balance and recommend mitigation strategies.</li><li>Drive continuous improvement in forecasting accuracy, inventory optimization, and service levels.</li><li>Support new product introductions and phase-outs through integrated planning.</li><li>Prepare and present S&amp;OP dashboards and reports to senior leadership.</li></ul><h4>Key Performance Indicators (KPIs)</h4><ul><li>Forecast Accuracy (%): Measure of how closely the forecast aligns with actual sales.</li><li>Inventory Turns: Efficiency of inventory usage across product lines.</li><li>Customer Service Level (%): Percentage of orders fulfilled on time and in full.</li><li>Supply Plan Adherence: Alignment of actual production with planned supply.</li><li>Excess &amp; Obsolete Inventory (%): Value of inventory not aligned with demand.</li><li>On-Time Delivery (OTD): Percentage of shipments delivered as scheduled.</li><li>Working Capital Impact: Effectiveness of planning in managing inventory investment</li></ul>Minimum Qualifications <ul><li>Bachelor’s degree in Business, Supply Chain, Engineering, or related field; MBA preferred.</li><li>5+ years of experience in S&amp;OP, demand planning, or supply chain management, ideally in the construction equipment or heavy machinery sector.</li><li>Strong analytical skills with proficiency in Excel, ERP systems (e.g., SAP, Oracle), and planning tools (e.g., Kinaxis, Anaplan, Netstock).</li></ul>Preferred Qualifications<ul><li>Excellent communication and stakeholder engagement skills.</li><li>Proven ability to lead cross-functional teams and drive consensus.</li><li>Experience with data visualization tools (e.g., Power BI, Tableau) is a plus.</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilyAdministration/SupportPayTypeSalary

Sales and Operations Planning Manager (S&OP)

<h4>Company Profile</h4>Gold Coast JCB is the JCB dealer for southeast FL with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program, to ambitious candidates with the correct mindset to excel at their personal and professional level.&nbsp; Gold Coast JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, aerial equipment, among others.Location: Palm Beach to Indian River CountyPosition SummaryGold Coast JCB currently has an opening for a Territory Sales Representative to support our machine sales coverage.&nbsp; This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by Gold Coast JCB. From the field, the Territory Sales Representative will serve as the primary liaison between Gold Coast JCB and the customer.Position Type: Full Time, Exempt Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Develop sales opportunities by researching and identifying potential accounts, soliciting new accounts, building rapport, providing technical information and explanations and preparing quotes.</li><li>Build relationships with customers quickly and in a mutually beneficial manner.</li><li>Listen to and engage every customer to obtain sufficient information to correctly determine or confirm his/her requests.</li><li>Answer customer questions regarding products, prices, availability, product uses and rental policies.</li><li>Fulfil requests promptly and accurately, in line with company procedures.</li><li>Obtain customer information such as name, address and payment method. Enter orders into database.</li><li>Create quotations and maintain records of contacts, accounts and orders.</li><li>Consult with clients after contract signings to resolve issues and provide ongoing support.</li><li>Knowledge of products to troubleshoot machine issues over the phone.</li><li>Ensure showroom, equipment, displays, counters, and signs are clean, well-stocked, orderly and attractive. </li><li>Aid in the schedule and dispatch of deliveries.</li><li>Work with team members to ensure high quality work and the best possible customer experience</li><li>Maintain CRM database, knowledge of Sales Force a plus</li></ul>Requirements<ul><li>Specific industry experienced desired or an equivalent college degree. </li><li>Qualified candidate MUST have prior service, parts or sales experience in a dealership or rental company environment to include heavy customer contact and negotiation.</li><li>Must possess a valid and active Florida driver’s license, appropriate to the position and type of vehicle required for the position</li><li>Prior territory management experience preferred. </li><li>High energy, excellent communication skills, and a strong work ethic required.</li><li>Leadership Skills a strong plus for future growth opportunities</li><li>Self-Improvement skills and set high standards for personal performance</li><li>Excellent customer service skills</li><li>Ability to perform at a high capacity in fast paced environment</li><li>Must pass any drug screens and background checks </li></ul>Gold Coast JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.JobFamilySalesPayTypeSalary

Gold Coast JCB - North Territory Sales Representative 

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 23 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThis position is responsible for ensuring the maximum level of retail sales penetration and market share growth of JCB Access and Mobile Elevated Work Platform Products. Territory consists of North Dakota, South Dakota, Nebraska, Kansas, Oklahoma, Minnesota, Iowa, and Missouri.Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Exceeds annual sales targets and increases market share</li><li>Participates in the development of annual Business Plan Proposals with Customers</li><li>“Cold call” canvas new/potential rental house customers as appropriate</li><li>Continually identify areas of opportunity and develop strategies to improve revenue and overall profitability</li><li>Develops excellent product and application knowledge of JCB and Competitive Equipment</li><li>Effectively communicates and works cross-functionally with Field Sales and Product Support Teams</li><li>Submits weekly, monthly, quarterly and annual production forecasts to assure production levels accurately reflect opportunity within the territory</li><li>Continually monitors market trends as it relates to current products, new product development and market opportunities within the territory</li><li>Manages and submits weekly T&amp;E Expenses within budget and guidelines established by JCB</li><li>Responsibly maintain company-owned assets which include vehicles, equipment, and computers</li><li>Performs other duties/projects as assigned</li></ul>Minimum Qualifications&nbsp;<ul><li>3-5 years outside sales experience</li><li>Demonstrated success in achieving sales targets</li><li>Demonstrated success in lead generation and business development</li><li>Proven success in analyzing and forecasting trends</li><li>Strong relationship management skills</li><li>Strong interpersonal skills; written, verbal and listening</li><li>Ability to effectively manage and maintain peer and business relationships with a high degree of integrity and trust</li></ul>Preferred Qualifications<ul><li>5+ years outside sales experience in the mobile elevated work platform </li><li>BA/BS in Business or similar</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be comfortable to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilyManagementPayTypeSalary

Access Sales Manager - Midwest 

Company Profile SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.Position Type: ExemptLocation: San Bernardino Country and Riverside - California&nbsp;Minimum Qualifications<ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul>Preferred Qualifications<ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul>Responsibilities<ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.JobFamilySalesPayTypeSalary

SoCal JCB - Inside Sales Representative 

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. Achieve profitable new business, growing net new sales in existing assigned accounts, forecasting and responding to customer needs, developing and implementing strategic sales plans aligned with corporate goals, monitoring accounts receivable, building strong and high-level customer relationships, presenting new McLane programs, aligning McLane resources with the customer's needs, influencing customer expectations and perception of McLane, and controlling expenses within budget guidelines. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Sr Sales Manager: <ul><li>Sales Strategy and Execution<ul><li>Responsible for complex and high-value customer interactions, requiring a deep understanding of both market conditions and customer needs.</li><li>Develop and execute high-level strategic planning and decision making, contributing to the development of long-term customer initiatives, while remaining flexible in response to new trends, opportunities, and threats.</li><li>Sell McLane solutions in assigned accounts and grow sales through new and expanded business.</li><li>Understand financial selling-calculating the profitability of customers and products as well as producing accurate and informative presentations.</li><li>Understand and favorably impact the variables impacting fill rate, in stocks, and surety of supply.</li><li>Participate in divisional projects to include action plans on new business onboarding, semi-annual re-routes, aged inventory disposition, recalls, and other projects requiring excellent communication and follow-up.</li></ul></li><li>Communication and Influence<ul><li>Guide and mentor sales managers and other teammates, helping to develop their skills and career trajectory.</li><li>Lead cross-functional projects and initiatives, driving collaboration between key stakeholders.</li><li>Provide regular digital record of all customer engagements-highlighting friction, strategic concerns, opportunities, and actions required.</li><li>Prepare and lead customer business reviews (minimum quarterly) for assigned accounts-routinely presenting new programs, promotions, trade events, SKU management, gap analysis, overstock reduction, McLane technology solutions, and other new programs developed for future sales growth.</li><li>Consistently utilize and promote the Key Account Leadership process (KAL) and adoption of McLane technology investments (e.g.: Salesforce.com, Tableau, etc.).</li><li>Build and maintain relationships with key customer influencers and decision makers.</li><li>Maintain visibility with customers in stores, meetings, and at their office, per assigned call frequency identifying friction and opportunities to grow sales.</li></ul></li><li>Analysis and Reporting<ul><li>Analyze and interpret complex broad performance metrics and KPIs to optimize sales processes and improve overall efficiency and effectiveness.</li><li>Model consistent utilization of McLane technology investments to ensure efficiency, accuracy, and consistency when communicating on behalf of McLane.</li><li>Utilize all available information and reports to manage assigned accounts, ensuring that resources are leveraged to create significant value for both the customer and McLane, while aligning with broader business objectives.</li><li>Proactively ask insightful, strategic questions and demonstrate a strong ability to synthesize and apply knowledge to drive performance and business results.</li><li>Evaluate and understand publicly available insights into key competitors' strengths, weaknesses, financials, technology, new initiatives, limitations, etc.</li><li>Continuously evaluate and anticipate industry trends, enhanced selling, and best practices in sales and leadership, perpetually growing skills and knowledge of the role and industry.</li></ul></li><li>Other duties as assigned.</li></ul> Qualifications you'll bring as a Sr Sales Manager: <ul><li>Bachelor's degree in business or related field.</li><li>Two or more years of experience in grocery, sales, retail, or similar job fields.</li><li>Be able to understand and compute the profitability of large, high-dollar customers and product lines as well as produce accurate and informative business reviews and new customer presentations.</li><li>Possess leadership abilities to include both verbal and written communication skills, a professional attitude and appearance, organization skills, strong self-confidence, multi-task-oriented decision-making skills, and the ability to plan for success.</li><li>Highly proficient in Excel, Microsoft Word, and PowerPoint applications.</li><li>Willing to travel as requested.</li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Sr Sales Manager

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We’re Looking For <ul><li>We ask that you have at least five years in financial sales role </li></ul><ul><li>We believe that three or more years of management within a financial services environment is helpful </li></ul><ul><li>We require an active Series 9/10, 7 and 66 licenses </li></ul>The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring <ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning </li></ul><ul><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates </li></ul><ul><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas </li></ul><ul><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities </li></ul><ul><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Vice President, Branch Leader - Tucson, AZ

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. CANDIDATES MUST BE LOCATED IN PACIFIC TIME ZONEHow Your Work Impacts the OrganizationFocusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The Expertise You Have <ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul>The Value You Deliver <ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul>Strategic Book Management<ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP,  Managing Director- 401K Relationship Manager

<h4>Overview</h4>LMI is seeking a Sales Marketer to partner across the Marketing team, Sales Engineering team in the CTO, and customer-facing account teams to develop and deliver polished, consistent, and effective sales support materials. This role will balance quick-turn, opportunity-driven requests with the creation of repeatable playbooks, templates, and processes that strengthen LMI’s platform sales and business development efforts.&nbsp;The ideal candidate has experience in marketing, plus sales enablement or business development, with a strong ability to translate technical inputs into compelling messaging, stories, and sales materials. They should be highly organized, skilled in writing and visual communication, and comfortable managing multiple deliverables in a fast-paced environment. They should be prepared to take ownership of project trajectories and deadlines, execute much of the work themselves, and manage many moving pieces at once—including balancing priorities and multiple stakeholders —requiring agility, adaptability, and a solutions-oriented mindset.&nbsp;​​<h4>Responsibilities</h4>Sales Support Material Development&nbsp;<ul><li>Create and maintain a library of foundational sales support materials that can be tailored for opportunities, including: PowerPoint presentations, messaging and copy (pursuit-specific talking points, value props, customer language), video assets, leave-behind collateral (placemats, brochures, slicksheets), digital meeting resources (virtual briefing decks, interactive materials)&nbsp;</li></ul><ul><li>Customize and deliver opportunity-specific materials for Sales Engineers and Product Owners with a 1–3 day turnaround.&nbsp;</li></ul><ul><li>Ensure all outputs are consistent with the LMI brand and tailored to customer needs.&nbsp;</li></ul>Process &amp; Playbook Development&nbsp;<ul><li>Develop repeatable playbooks, templates, and checklists for producing sales support materials efficiently.&nbsp;</li></ul><ul><li>Manage and maintain avenues of communication with trusted vendors and contractors for design, print, video, and production support, delivered on-time, within budgets, and in fulfillment of requirements with high quality.&nbsp;&nbsp;</li></ul><ul><li>Partner with teammates through the Marketing team to ensure alignment with positioning, campaigns, and comms plans.&nbsp;</li></ul>Collaboration &amp; Stakeholder Engagement&nbsp;<ul><li>Work closely with Sales Engineers, Product Owners, and market stakeholders to capture technical inputs and turn them into audience-ready materials.&nbsp;</li></ul><ul><li>Coordinate across Marketing, the Growth organization, and technical teams to ensure all sales materials meet requirements and deadlines.&nbsp;</li></ul>Performance Tracking &amp; Continuous Improvement&nbsp;<ul><li>Track and report on production metrics, usage of materials, and stakeholder satisfaction.&nbsp;</li></ul><ul><li>Monitor effectiveness of sales support materials in driving platform sales &amp; opportunity success.&nbsp;</li></ul><ul><li>Use feedback and data to improve templates, messaging, and processes over time.&nbsp;</li></ul>​<h4>Qualifications</h4><ul><li>Experience in marketing, as well as sales enablement or business development.&nbsp;</li></ul><ul><li>Strong understanding of commercial sales and federal contracting, BD processes, and pursuit cycles.&nbsp;</li></ul><ul><li>Excellent writing and editing skills; able to craft messaging that is clear, persuasive, and tailored to federal audiences.&nbsp;</li></ul><ul><li>Proven ability to communicate complex technical subjects to non-technical audiences in a compelling manner.&nbsp;</li></ul><ul><li>Proven ability to operate independently by identifying a course of action and driving a project end-to-end, from understanding requirements, to shaping strategy and executing deliverables.&nbsp;</li></ul><ul><li>Proficiency with PowerPoint (required); experience with Adobe Creative Suite, Canva, or video editing tools a plus.&nbsp;</li></ul><ul><li>Highly organized and detail-oriented, with strong project management skills.&nbsp;</li></ul><ul><li>Comfortable balancing quick-turn requests with longer-term process-building.&nbsp;</li></ul><ul><li>Strong communication and stakeholder engagement skills; ability to work across technical, business, and creative teams.&nbsp;</li></ul><ul><li>Experience working with vendors and production partners for print, video, and design.&nbsp;</li></ul><h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

Sales Marketer

<h4>Overview</h4>LMI is seeking a Retail Systems Service Designer to support customer and employee experience discovery for a large-scale retail modernization initiative. This role blends human-centered research, journey mapping, and process documentation to help build a clear picture of current service experiences and opportunities for improvement.&nbsp;The ideal candidate has experience working in or around retail or logistics environments such as UPS, FedEx, or similar customer-facing operations, and can translate observations and interviews into clear experience artifacts. This position works closely with the CX SME, and collaborates with the Technical Modernization SME and Technical Business Analyst to ensure experience insights align with technical realities.&nbsp;LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed.Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors—helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.<h4>Responsibilities</h4> <ul><li>Support and facilitate interviews, observations, and discovery activities with customers, employees, and frontline staff.&nbsp;</li></ul><ul><li>Document current-state customer and employee workflows, including touchpoints, pain points, and operational steps.&nbsp;</li></ul><ul><li>Develop and maintain journey maps, service blueprints, workflow diagrams, personas, and related CX artifacts.&nbsp;</li></ul><ul><li>Assist in synthesizing research findings into themes, insights, opportunity areas, and early-stage requirements.&nbsp;</li></ul><ul><li>Collaborate with the Technical SME and Technical Business Analyst to align experience insights with system capabilities, constraints, and dependencies.&nbsp;</li></ul><ul><li>Contribute to the current-state assessment by documenting experience interactions with Point of Sale (POS), Self-Service Kiosks (SSKs), Mobile Point of Sale (mPOS) devices, ID verification hardware, and other retail systems.&nbsp;</li></ul><ul><li>Support the CX SME with preparation for workshops, co-design sessions, and stakeholder engagement activities.&nbsp;</li></ul><ul><li>Gather and organize research data to support KPI definition, such as wait time, throughput, or self-service usage.&nbsp;</li></ul><ul><li>Produce clear, visually compelling deliverables that communicate research findings and experience insights.&nbsp;</li></ul><ul><li>Maintain organized research documentation, notes, and synthesis assets within the project repository.&nbsp;</li></ul><h4>Qualifications</h4>Required Qualifications:&nbsp;<ul><li>Bachelor’s degree in Human-Centered Design, Psychology, Systems Engineering, Service Design, or a related field.&nbsp;</li></ul><ul><li>A minimum of 3 years of experience supporting CX, HCD, research, service design, or process analysis.&nbsp;</li></ul><ul><li>Experience with or exposure to retail or logistics operations, preferably in environments like UPS, FedEx, Amazon, or similar.&nbsp;</li></ul><ul><li>Basic understanding of retail technology workflows (POS, SSKs, mobile devices, verification tools).&nbsp;</li></ul><ul><li>Demonstrated ability to create journey maps, personas, service blueprints, or similar documentation.&nbsp;</li></ul><ul><li>Strong qualitative research skills (interviewing, observation, note taking, synthesis).&nbsp;</li></ul><ul><li>Strong communication and collaboration skills, especially in cross-functional environments.&nbsp;</li></ul><ul><li>Experience with tools such as Miro, FigJam, Figma, Visio, or similar.&nbsp;</li></ul><ul><li>U.S. citizenship and eligibility for a government background investigation.&nbsp;</li></ul>Preferred Qualifications:&nbsp;<ul><li>Experience participating in site visits, operational walkthroughs, or usability studies.&nbsp;</li></ul><ul><li>Familiarity with Section 508/WCAG or inclusive research practices.&nbsp;</li></ul><ul><li>Experience supporting service or retail modernization initiatives.&nbsp;</li></ul><ul><li>Exposure to KPI development, basic analytics, or CX measurement frameworks.&nbsp;</li></ul><ul><li>Understanding of Agile or Lean methods and collaboration tools (Jira, Confluence).&nbsp;</li></ul><ul><li>Public Trust Holder&nbsp;</li></ul><ul><li>Experience working in logistics, retail, e-commerce, or delivery services is a plus&nbsp;</li></ul>Target salary range: $90,000 - $153,000. Final compensation will be determined by a variety of factors including but not limited to your skills, experience, education, and/or certifications.The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.&nbsp;<h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

Retail Systems Service Designer

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Global Commercial Services (GCS) is the global leader in payment solutions for Small, Medium (SME) and Global and Large (G&amp;L) enterprises. The GCS team enables businesses globally to pay for and finance what they need to grow their businesses through a suite of payment and lending products, solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.The Sales Enablement, Pricing, &amp; Transformation (SPT) team is the business analytics and decisioning arm of Global Commercial Services (GCS) responsible for studying business performance and uncovering useful insights to architect GCS growth and strengthen the culture of compliance and control.The Senior Manager, Performance &amp; Insights will focus on partnering with the U.S SME (Small &amp; Medium Enterprise) Field Sales organization. They will be a key thought partner to the Field Sales Leadership team in ensuring broader team’s ability to achieve sustainable profitable growth in a compliant way. The Senior Manager will also play a key role in identifying, optimizing, and implementing channel integration initiatives across US SME. They will work very closely with several cross-functional partners including Operational Excellence, U.S. SME Commercial Effectiveness &amp; Governance, Finance, SABE and other supporting teams.The ideal candidate has familiarity with sales and account development teams and will coordinate across key partners to ensure there is alignment and collaboration on strategic priorities. They will possess thought leadership, critical thinking, communication, and organizational skills, and will have a proven record of excellence operating independently and within a hard-working team environment.How will you make an impact in this role?&nbsp;<ul><li>Thought Leadership: Focus on strategic thought leadership, including managing Sales teams portfolio strategy, goal setting methodology, incentive strategy, rules of engagement (ROE), and assess effectiveness against business objectives</li><li>Multi-Disciplinary Leadership:&nbsp;Ability to lead multiple and sophisticated work streams, and to work across departmental boundaries and deliver a diverse set of initiatives that result in impactful outcomes</li><li>Superb Communicator:&nbsp;Ability to drive alignment among stakeholders and key partners; Ability to write compelling messages addressed to various audiences/levels within the organization</li><li>Stakeholder Management: Build strong relationships with US SME Field Sales teams to understand business objectives and challenges in order to become a trusted partner</li><li>Strong Analytical Skills:&nbsp;Apply analytical thinking to diagnose business needs and to establish analytical hypothesis and solutions; Have working knowledge of Excel and SQL encompassing data manipulation and financial modeling techniques</li><li>Strategic Mentality:&nbsp;Self-motivated individual who can problem-solve and think critically, to develop concrete insights backed by data and analytics; Find opportunities to strengthen business performance</li><li>Results Driven:&nbsp;High level of accountability and ability to address ambiguous challenges; adaptable to evolving priorities and rapid change</li><li>Outside the Box Thinking:&nbsp;Challenge status quo, innovate, and harbor strong curiosity</li></ul>Minimum Qualifications:<ul><li>Self-starter who thrives in an evolving, dynamic environment, and keen to solve ambiguous / open-ended business challenges</li><li>Strategic Thinking:&nbsp; Ability to adopt a broad perspective and link business strategies to specific initiatives. Strong grasp of the Commercial business and Field Sales organization. Excellent analytical and problem-solving skills</li><li>Customer Management:&nbsp;&nbsp;Pro-actively anticipate customer needs and deliver on the promise. Ability to cultivate relationships and partner with multiple collaborators, with superb interpersonal skills</li><li>Results Oriented: Proven ability to work independently, prioritize tasks, and deliver results in a fast paced and highly matrixed environment.</li><li>Data Analytics: Ability to extract and organize complex datasets; ability to address performance issues and to manipulate both structured and unstructured data</li><li>Communication and Documentation: Advanced knowledge of Microsoft Office Suite (Excel pivots and macros, PowerPoint deck development, Word documentation)</li><li>Strong work ethic with a will-to-win attitude!</li><li>3+ years of relevant work experience</li><li>Bachelor's degree in business, quantitative analysis or related fields</li></ul>Preferred Qualifications:<ul><li>Proficiency in SQL, Python, Tableau and other analytical tools</li><li>Experience with statistical analysis</li><li>Master's Degree in a quantitative discipline</li></ul>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

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