Sales Operations Specialist III

🏢 Summary: Senior Director role focused on expense reduction consulting, client relationship management, and leading cost optimization initiatives for enterprise clients. The position involves managing teams, driving project execution, achieving financial goals, and collaborating with internal experts to deliver measurable client savings. This is a fully onsite role based in Santa Ana with comprehensive benefits and leadership responsibilities. 🗂️ Requirements: Bachelor's Degree, 11-15 years of expense reduction consulting experience, 4+ years of management or supervisory experience, Ability to lead complex projects, Advanced Microsoft Office skills, Advanced Excel skills, Strong written communication skills, Strong verbal communication skills, Strong quantitative and qualitative analysis skills, Experience building client and team relationships, Demonstrated leadership skills, Proven ability to deliver results 📃 Skills: Excel, Microsoft, Consulting, Analytics, Negotiation, Dashboards, Leadership, Management, P&L, Communication 🏢 Description: Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: As a Senior Director at PRP, you are a solution minded individual who embraces challenging problems and appreciates doing so in a team environment. From your background in management consulting, you will leverage your critical thinking skills to influence, negotiate, implement and manage cost reduction solutions for our clients. As Senior Director, you will provide leadership and guidance for your team as well as evaluate client situations and partner with the expense area experts to analyze and negotiate pricing for PRP clients. The Senior Director is responsible to successful execution of Practice Group strategy, meeting of financial goals (P&L Management), and team development. What You'll Do: - Responsible for meeting or exceeding department and personal performance to key performance indicator goals - Sell new projects and renewal contracts to existing clients with a high level of urgency - Build meaningful relationships with C Suite executives - Identify and deliver new value to existing clients - Maximize client savings achieved and value to retain targeted accounts after initial engagement - Maintain C-level engagement by meeting regularly, in person, to confirm savings achieved, obtain approval to implement additional savings and build trusted relationships - Identify, track, manage, and quickly resolve project issues - Establish, maintain, and track performance through dashboards that reflect contributions from all team players - Leadership responsibility of 2-4 direct reports - Evaluate and mentor staff, fostering personal as well as professional growth - Establish productive collaborative relationships with partners in other operational groups within the company - Garner internal resources from all departments to keep projects moving forward when faced with adversity - Identify and lead company and department improvement initiatives through to implementation - Collaborate with internal subject matter experts to adopt best practices and execute client initiatives - Partner with clients to ensure compliance to service agreement What You Need: - Bachelor's Degree required with a minimum of 11-15 years of expense reduction consulting experience - 4+ years of management/supervisory experience - Print industry experience a strong plus - Excellent written, verbal, and visual communication skills - Excellent quantitative and qualitative skills - Advanced Microsoft Office and Excel skills - Ability to lead others to complete complex projects on time - Experience in building relationships and alignment amongst team members and clients with demonstrated leadership skills - Proven ability to deliver results Why Join Us: Comprehensive Benefits: - Full medical, dental, and vision coverage - Optional pet insurance - Access to a gym membership discount - $200/month waived medical benefit for employees who opt out of health plans - Cell phone stipend for applicable roles Financial Wellness: - 401(k) plan with company match Time Off to Recharge: - Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave Strong Foundation: - Over 28 years of consistent growth and success Fun & Connection: - Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year Career Growth: - Collaborative, high-performing team with recognition and opportunities for internal promotion Our Culture: - Fast-paced, team-driven, and committed to excellence Giving Back & Getting Involved: - Corporate Social Responsibility - Youth Rising Group - Women's Empowerment Group - Wellness Committee These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. The salary range for this position is: $139,470-$210,000. Actual compensation within the range will depend on the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

🏢 Summary: Director role focused on leading cost-reduction and vendor management initiatives for clients, managing teams, driving client relationships, and achieving financial and operational goals. The position requires extensive experience in expense management or consulting, strong leadership capabilities, and advanced analytical and communication skills. This is a fully onsite role with comprehensive benefits and career growth opportunities. 🗂️ Requirements: Bachelor's Degree, 9-13 years of expense management, vendor management, consulting or related experience, 4+ years of management/supervisory experience, Advanced Microsoft Office skills, Advanced Excel skills, Strong quantitative skills, Strong qualitative skills, Ability to lead complex projects on time, Experience building client and team relationships, Demonstrated leadership skills, Proven ability to deliver results 📃 Skills: Excel, Microsoft, Office, VendorManagement, Consulting, Procurement, Dashboarding, P&L 🏢 Description: Work Location: At Profit Recovery Partners (PRP), this position is fully onsite at the Santa Ana office, supporting real-time teamwork, collaboration, and problem-solving. Who You Are: As a Director, you will lead cost reduction initiatives for clients by leveraging critical thinking, negotiation, and leadership skills. The role involves managing teams, overseeing practice group strategy, evaluating client situations, partnering with expense area experts, and ensuring successful execution of financial and operational goals. What You'll Do: - Responsible for meeting or exceeding department and personal performance to key performance indicator goals - Sell new projects and renewal contracts to existing clients with a high level of urgency - Build meaningful relationships with C Suite executives - Identify and deliver new value to existing clients - Maximize client savings achieved and value to retain targeted accounts after initial engagement - Maintain C-level engagement by meeting regularly to confirm savings achieved, obtain approval to implement additional savings and build trusted relationships - Identify, track, manage, and quickly resolve project issues - Establish, maintain, and track performance through dashboards that reflect contributions from all team players - Lead 2-4 direct reports - Evaluate and mentor staff, fostering personal and professional growth - Establish collaborative relationships with partners in other operational groups - Garner internal resources across departments to keep projects moving forward - Identify and lead company and department improvement initiatives through implementation - Collaborate with internal subject matter experts to execute client initiatives - Partner with clients to ensure compliance to service agreement - Other duties as assigned What You Need: - Bachelor's Degree required - Minimum 9-13 years of expense management, vendor management, consulting or related experience - 4+ years of management/supervisory experience - Excellent written, verbal, and visual communication skills - Excellent quantitative and qualitative skills - Advanced Microsoft Office and Excel skills - Ability to lead others to complete complex projects on time - Experience building relationships and alignment amongst team members and clients - Demonstrated leadership skills - Proven ability to deliver results Why Join Us: Comprehensive Benefits: - Full medical, dental, and vision coverage - Optional pet insurance - Gym membership discount through healthcare provider - $200/month waived medical benefit for employees who opt out of health plans - Cell phone stipend for applicable roles Financial Wellness: - 401(k) plan with company match Time Off to Recharge: - Generous paid holidays - Vacation - Sick leave - Bereavement leave - Jury duty leave Additional Benefits: - Annual summer retreat, holiday parties, happy hours, and themed celebrations - Opportunities for career growth and internal promotion - Employee-led committees supporting social responsibility, wellness, and inclusion initiatives The salary range for this position is $149,640.00 - $184,400.00. Actual compensation depends on skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

🏢 Summary: Senior Manager of Business Optimization role focused on enterprise cost optimization, vendor negotiations, and expense reduction consulting for large North American clients. The position involves analyzing client infrastructure, contracts, and pricing to develop savings strategies while collaborating with CFOs and CIOs. This is a fully onsite consulting role based in Santa Ana with opportunities to lead projects, support sales initiatives, and drive operational efficiencies. 🗂️ Requirements: BA/BS degree, 7+ years of consulting or price negotiation experience, Experience in cost optimization, Proficiency with Microsoft Office, Advanced Excel data analysis skills, Knowledge of IT consulting and services pricing models, Ability to manage vendor contract negotiations, Strong analytical and documentation skills, Experience managing project timelines and milestones, Excellent written and communication skills 📃 Skills: Excel, Microsoft, BPO, IT, Pricing, Negotiation, Analytics, Consulting, Forecasting, Licensing 🏢 Description: Work Location: This position is fully onsite at the Santa Ana office, supporting real-time collaboration and teamwork. Who You Are: A Senior Manager of Business Optimization is responsible for developing and negotiating innovative expense reduction solutions for large enterprise clients. The role involves consulting directly with CFOs and CIOs and managing expense reduction projects from assessment of product usage, pricing, vendor contracts, and agreements through strategy development and vendor negotiations. Candidates should have: - Experience in consulting and cost optimization - Knowledge of pricing or implementation roles in relevant consulting areas - Ability to identify savings opportunities based on infrastructure, vendor contracts, and pricing schedules - Ability to develop comprehensive solutions that drive cost savings Areas of Expertise: IT Consulting - Advises clients on technology strategy, system implementations, and digital transformation initiatives IT Workforce Planning - Aligns technical talent with project demand, optimizing staffing models across onshore, offshore, and contingent resources Business Process Outsourcing (BPO) - Designs and manages outsourced operations to improve efficiency, service levels, and cost performance Knowledge Areas: - Outcome-Based Pricing - Cost-Per-Deliverable Pricing - Managed Service Pricing related to IT consulting and services What You Will Do: - Collect, analyze, and present data to support client expense reduction decisions - Review organizational processes and systems to identify savings opportunities - Negotiate or advise on vendor pricing, contracts, and licensing agreements - Monitor and present industry trends, vendor contract terms, and pricing changes - Manage project timelines, milestones, and action items - Develop and follow company and practice group procedures - Resolve complex and sensitive client issues through creative problem-solving - Maintain productive relationships with clients, colleagues, and vendor executives - Present savings opportunities and new project opportunities to clients - Support sales initiatives through value proposition development, strategic sales calls, and sales training - Prepare analyses and documentation regarding savings opportunities - Perform additional duties as assigned What You Need: - BA/BS degree required - Minimum 7+ years of relevant consulting and/or price negotiation experience - Demonstrated cost optimization experience - Proficiency with Microsoft Office products - Expert data analysis ability in MS Excel - Prior consulting experience preferred - Excellent communication and writing skills with attention to detail - Ability to work effectively with cross-functional teams - Strong organization and prioritization skills in a fast-paced environment - Flexibility to adapt to changing priorities - Ability to deliver work with urgency and timeliness Why Join Us: Comprehensive Benefits: - Full medical, dental, and vision coverage - Optional pet insurance - Gym membership reimbursement through healthcare provider - $200/month waived medical benefit for employees who opt out of health plans - Cell phone stipend for applicable roles Financial Wellness: - 401(k) plan with company match Time Off: - Paid holidays - Vacation - Sick leave - Bereavement leave - Jury duty leave Additional Benefits: - Collaborative and high-performing team environment - Opportunities for internal promotion and career growth - Annual summer retreat, holiday parties, happy hours, and themed celebrations - Employee-led committees supporting wellness, social responsibility, youth initiatives, and women's empowerment Compensation: The total compensation for this position ranges from $94,700.00 to $155,000.00 depending on skills, experience, education, qualifications, and applicable employment laws.

🏢 Summary: Performance-driven in-home roofing sales role offering pre-qualified leads, uncapped commissions, company support, and comprehensive training. The position focuses on conducting homeowner consultations, presenting roofing solutions, and managing the sales process using a structured system and CRM tools. Includes W-2 benefits, company vehicle, 401(k) match, and estimated first-year earnings of $125,000–$200,000. 🗂️ Requirements: Valid driver's license, Clean driving record, Pass background check, Comfortable working on roofs and climbing ladders, Ability to access attics, Strong interpersonal communication skills, Ability to explain complex information clearly, Self-motivated and goal-oriented, Ability to work independently and in a team, Ability to use CRM software, Knowledge of Microsoft Office, Ability to use iOS tools, Comfortable working in various weather conditions, Ability to lift up to 75 lbs, Availability for evening and weekend appointments, Comfortable attending 2 weeks of paid out-of-city training 📃 Skills: CRM, ServiceTitan, Microsoft, Office, iOS, Sales, Roofing 🏢 Description: We are seeking a performance-driven in-home sales professional to join a structured roofing sales team with uncapped earning potential and strong operational support. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: $125,000 - $200,000 - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners — you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like Top performers in this role: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value without relying on discounting to win Who This Role Is a Great Fit For - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications Required: - Valid driver's license with a clean driving record and background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills to establish rapport and build trust - Self-motivated, goal-oriented, and able to work independently or as part of a team - Ability to present complex information in an easy-to-understand manner - Ability to use CRM software, Microsoft Office, and iOS tools - Comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience Training & Support - Comprehensive paid training program including 2-week classroom training and additional field training - Paid training class session with expenses covered - Ongoing coaching and skill development - Must be comfortable with 2 weeks paid training in another city Schedule & Work Environment - Flexible weekly schedule with evening and weekend appointments as needed - Regular outside sales travel to customer locations Compensation - W-2 employee status with benefits and 401(k) match - Paid onboarding and training - Estimated first-year earnings: $125,000 - $200,000 - Pre-set and pre-qualified leads provided - Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination depending on the position. Actual earnings may vary based on experience, skills, geographic location, historical trends, and business needs. Benefits - Health, Dental, and Vision Insurance - 401(k) with company match - Company-sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training Overson Roofing is an equal opportunity employer and does not discriminate based on protected characteristics.

🏢 Summary: Sales and account management role focused on building relationships with local business owners, managing merchant accounts, and driving revenue growth through financial service solutions. The position includes full-cycle sales responsibilities, client retention, onboarding, and cross-functional collaboration. Offers competitive compensation, profit sharing, comprehensive benefits, and career development opportunities. 🗂️ Requirements: Experience with full sales cycle management, Ability to manage merchant accounts and client relationships, Strong communication and interpersonal skills, Problem-solving and customer-focused approach, Ability to work independently and adapt to changing environments, Strong organizational and collaboration skills, Access to wired internet connection with minimum 25 Mbps download and 20 Mbps upload speeds, Own vehicle required, Must be located and able to work on Oahu or Kauai 📃 Skills: Sales, AccountManagement, CRM, Finance, Networking, Communication, CustomerService, Internet, Onboarding 🏢 Description: A career with Gravity Payments is an opportunity to be on a collaborative team where creative leadership, passion for progress, and responsibility are paramount. Our team members focus and commit to providing for our clients and our community because we care deeply for others. Quick Facts Benefits - Compensation: Competitive wage with Profit Sharing. Base pay without commissions and a unique opportunity to earn a share in company success. - Comprehensive Benefits: Medical, dental, and vision coverage. - Financial Security: 401(k) retirement plan and voluntary life insurance. - Wellbeing: Time off when you need it, supporting both personal and professional sustainability. Open PTO available after one year. - Career Growth: Training, mentorship, and development opportunities. - Support & Stability: Short-term & long-term disability coverage and wellness resources. Core Responsibilities Sales: - Proactively connect with local business owners to understand their unique stories, challenges, and goals. - Own the full sales cycle, from scheduling meetings and presenting solutions to closing deals and fostering long-term partnerships. - Consistently exceed sales targets through relationship-building and strategic outreach. - Expand our network of local merchants, driving growth and team success. - Strengthen client retention, generate referrals, and create new revenue opportunities through proactive engagement. Account Management: - Implement proactive strategies to strengthen relationships, identify retention opportunities, and drive referrals. - Manage a portfolio of merchant accounts, ensuring ongoing satisfaction through regular check-ins, contract renewals, and rate reviews. - Introduce and implement new financial services to maximize value for existing clients. - Facilitate virtual and phone-based account maintenance as needed. - Collaborate across departments to swiftly resolve client challenges and maintain seamless service. - Participate in weekly strategy meetings to share progress, address challenges, and refine sales tactics while engaging in continuous learning through role-plays to enhance skills and sales effectiveness. - Onboard new partners by installing equipment and providing hands-on education, ensuring they feel confident and knowledgeable. Preferred Skills - Exceptional communication and interpersonal skills with a listening-first mentality. - Ability to explain complex financial concepts to business owners. - Strong problem-solving and customer-centric focus. - Critical thinking and ability to provide valuable client solutions. - Proactive, adaptable, and self-starting mindset. - Ability to make independent decisions and remain resilient in a dynamic environment. - Strong organizational and collaborative skills. - Ability to manage multiple tasks and prioritize workload effectively. Additional Requirements - Must have access to a wired internet connection with at least 25 Mbps download and 20 Mbps upload speeds. - Must have your own vehicle. - Must be located and able to work on Oahu or Kauai. Compensation - Salary range: $80,000 - $85,000, with potential flexibility based on candidate and company needs. Equal Opportunity Statement - Gravity Payments is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to protected characteristics. - Gravity Payments collects and processes personal data in accordance with applicable data protection laws.

🏢 Summary: Performance-driven in-home roofing sales role offering uncapped commission, pre-qualified leads, paid training, company vehicle, and full benefits. The position focuses on conducting inspections, presenting roofing solutions, managing consultations, and closing sales using a structured sales process and CRM tools. First-year earnings are estimated between $125,000 and $200,000 with ongoing coaching and career growth opportunities. 🗂️ Requirements: Valid driver's license, Clean driving record, Background check clearance, Comfortable working on roofs and climbing ladders, Ability to access attics, Strong interpersonal skills, Strong communication skills, Ability to explain complex information clearly, Self-motivated, Goal-oriented, Ability to work independently, Ability to work in a team, Ability to use CRM software, Ability to use Microsoft Office, Ability to use iOS tools, Comfortable working in various weather conditions, Ability to lift up to 75 lbs, Comfortable traveling to customer locations, Comfortable attending 2 weeks of paid training in another city 📃 Skills: CRM, ServiceTitan, Microsoft, Office, iOS, Sales, Roofing 🏢 Description: About Us We are Overson Roofing, providing trusted roofing solutions across Phoenix and neighboring cities since 2005. Our expertise includes shingle, tile, spray foam, and built-up roofing—as well as attic ventilation, inspections, and storm damage repairs. We operate with full licensing, bonding, and insurance, and are active members of leading trade associations. Join our team and build your career with a company committed to doing things the right way—where quality, ethics, and team growth come first. This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. Unlike roles where you build everything from scratch, you step into an established platform designed to help you win. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: $125,000 - $200,000 - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like: Top performers in this role: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value - they don't rely on discounting to win Who This Role Is a Great Fit For: - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications: Required: - Valid driver's license with a clean driving record & background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills to establish rapport and build trust - Self-motivated, goal-oriented, and able to work independently or as part of a team - Ability to present complex information in an easy-to-understand manner - Ability to use CRM software, Microsoft Office, and iOS tools - Must be comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience (roofing experience not required) Training & Support: - Comprehensive paid training program; 2-week classroom training with additional field training - Paid training class session (expenses covered) - Must be comfortable with 2 weeks paid training in another city - Ongoing coaching and skill development Schedule & Work Environment: - Flexible weekly schedule with evening and weekend appointments as needed - Regularly engaged in outside sales, requiring travel to customer locations Compensation: - W-2 employee status (not 1099) with benefits and 401k match - Paid onboarding and training - Estimate of First-year earnings: $125,000 - $200,000 - Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads - Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The estimate of total expected annual earnings reflects a good-faith estimate based on experience, skills, geographic location, historical trends, and business needs. Actual earnings may vary. Benefits: - Health, Dental, and Vision Insurance - 401(k) with company match - Company sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training Why Join Us? At Overson Roofing, we take pride in our people, our work, and our commitment to integrity. If you're looking for a company where you can grow professionally while making a real impact, we'd love to hear from you!

🏢 Summary: Performance-driven in-home roofing sales role with pre-qualified leads, uncapped commissions, company vehicle, and structured training/support. The position focuses on conducting homeowner consultations, presenting roofing solutions and financing options, and managing the sales process using ServiceTitan. Offers W-2 employment, benefits, 401(k) match, and estimated first-year earnings of $125K–$250K. 🗂️ Requirements: Valid driver's license, Clean driving record, Background check, Comfortable climbing ladders and working on roofs, Ability to access attics, Strong interpersonal skills, Strong communication skills, Ability to explain complex information clearly, Self-motivated, Goal-oriented, Ability to work independently, Ability to work in a team, Ability to use CRM software, Ability to use Microsoft Office, Ability to use iOS tools, Comfortable working in various weather conditions, Ability to lift up to 75 lbs, Comfortable attending 2 weeks of paid training in another city 📃 Skills: ServiceTitan, CRM, Microsoft, Office, iOS, Sales, Roofing, Financing 🏢 Description: About Us We are River Roofing, installing beautiful and lasting roofs throughout the Oregon area since 1971. Our team specializes in residential and commercial roofing—handling everything from composition and tile to flat single-ply systems—with a relentless focus on clean workmanship and customer satisfaction. As an A+ BBB-accredited contractor offering transferable workmanship warranties, we pride ourselves on reliability and trusted service from our crews. We offer a team-oriented environment with opportunities for career growth, and as we continue to expand, we seek reliable, safety-focused team members to support our operations. Join us and become part of a skilled team committed to craftsmanship, integrity, and career development. This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. Unlike roles where you build everything from scratch, you step into an established platform designed to help you win. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: 125K-250K - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like: Top performers in this role: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value - they don't rely on discounting to win Who This Role Is a Great Fit For: - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications: Required: - Valid driver's license with a clean driving record & background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills to establish rapport and build trust - Self-motivated, goal-oriented, and able to work independently or as part of a team - Ability to present complex information in an easy-to-understand manner - Ability to use CRM software, Microsoft Office, and iOS tools - Must be comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience (roofing experience not required) Training & Support: - Comprehensive paid training program; 2-week classroom training with additional field training - Paid training class session (expenses covered) - Must be comfortable with 2 weeks paid training in another city - Ongoing coaching and skill development Schedule & Work Environment: - Flexible weekly schedule with evening and weekend appointments as needed - Regularly engaged in outside sales, requiring travel to customer locations Compensation: - W-2 employee status (not 1099) with benefits and 401k match - Paid onboarding and training - Estimate of First-year earnings: 125K-250K - Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads - Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Estimate of Total Expected Annual Earnings" listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary. Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs. Benefits: - Health, Dental, and Vision Insurance - 401(k) with company match - Company sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training Why Join Us? At River Roofing, we take pride in our people, our work, and our commitment to integrity. If you're looking for a company where you can grow professionally while making a real impact, we'd love to hear from you! River Roofing is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class.

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Performance-driven in-home roofing sales role with uncapped commission, pre-qualified leads, company vehicle, and comprehensive training. The position focuses on conducting homeowner consultations, presenting roofing solutions and financing options, and managing the sales process through ServiceTitan. Offers W-2 employment, benefits, and estimated first-year earnings of $125K–$250K. 🗂️ Requirements: Valid driver's license, Clean driving record, Background check clearance, Comfortable climbing ladders and working on roofs, Ability to access attics, Strong communication skills, Ability to explain complex information clearly, Self-motivated and goal-oriented, Ability to work independently and in a team, Experience using CRM software, Experience using Microsoft Office, Experience using iOS tools, Comfortable working in various weather conditions, Ability to lift up to 75 lbs, Availability for evening and weekend appointments, Comfortable attending 2 weeks of paid training in another city 📃 Skills: CRM, ServiceTitan, Microsoft, Office, iOS, Sales, Financing, Roofing 🏢 Description: About Us We are River Roofing, installing beautiful and lasting roofs throughout the Oregon area since 1971. Our team specializes in residential and commercial roofing—handling everything from composition and tile to flat single-ply systems—with a relentless focus on clean workmanship and customer satisfaction. As an A+ BBB-accredited contractor offering transferable workmanship warranties, we pride ourselves on reliability and trusted service from our crews. We offer a team-oriented environment with opportunities for career growth, and as we continue to expand, we seek reliable, safety-focused team members to support our operations. Join us and become part of a skilled team committed to craftsmanship, integrity, and career development. This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. Unlike roles where you build everything from scratch, you step into an established platform designed to help you win. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: 125K-250K - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like: Top performers in this role: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value - they don't rely on discounting to win Who This Role Is a Great Fit For: - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications: Required: - Valid driver's license with a clean driving record & background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills to establish rapport and build trust - Self-motivated, goal-oriented, and able to work independently or as part of a team - Ability to present complex information in an easy-to-understand manner - Ability to use CRM software, Microsoft Office, and iOS tools - Must be comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience (roofing experience not required) Training & Support: - Comprehensive paid training program; 2-week classroom training with additional field training - Paid training class session (expenses covered) - Must be comfortable with 2 weeks paid training in another city - Ongoing coaching and skill development Schedule & Work Environment: - Flexible weekly schedule with evening and weekend appointments as needed - Regularly engaged in outside sales, requiring travel to customer locations Compensation: - W-2 employee status (not 1099) with benefits and 401k match - Paid onboarding and training - Estimate of First-year earnings: 125K-250K - Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads - Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Estimate of Total Expected Annual Earnings" listed reflects a good-faith estimate based on factors such as experience, skills, geographic location, historical trends, and business needs. Actual earnings may vary. Benefits: - Health, Dental, and Vision Insurance - 401(k) with company match - Company sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training Why Join Us? At River Roofing, we take pride in our people, our work, and our commitment to integrity. If you're looking for a company where you can grow professionally while making a real impact, we'd love to hear from you! River Roofing is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class.

🏢 Summary: Sales Support Representative role focused on managing customer orders, supporting the sales cycle, maintaining vendor and customer relationships, and identifying add-on sales opportunities. The position combines administrative sales support with customer service and product sourcing responsibilities in the IT industry. 🗂️ Requirements: 1+ years of sales or customer service experience, Knowledge of computers and networking, Knowledge of the IT industry, Proficiency with Microsoft Office, Strong communication and phone skills, Ability to prioritize and multitask, Team-oriented attitude 📃 Skills: Microsoft, Office, Networking, IT, Salesforce 🏢 Description: Overview As a Sales Support Representative, you are responsible for generating new business while managing and growing the activity of existing customers. You will manage the administrative responsibilities of the sales cycle while developing the skills for progress within the sales team. Your Impact The essential functions of this position include: - Accurately place orders into the system from customer-issued PO's - Follow-up on orders to ensure their successful delivery within customer expectations - Lead open order management, ensuring that open orders are delivered to the customer expediently and accurately - Confirm that all invoicing activity is taking place in a timely and accurate manner - Take a proactive role with problem resolution at the customer and supplier levels - Learn about the programs available at major vendor suppliers in order to source products via the most advantageous price - Assist customers with returns issues, order inquiries, and other requests for information - Develop successful relationships with sales, vendors, and internal departments - Assist with quoting - Offer add-on opportunities to customers such as warranty uplifts, service agreements, accessories, or supplies - Use proper decorum in all communications with customers both internal and external - Projects and additional responsibilities as needed or assigned Qualifications - Bachelor's degree preferred - 1+ years of sales or customer service experience - Knowledge of computers/networking and the IT industry as a whole - Excellent communication and phone skills - Ability to prioritize and multitask - Team player with a positive attitude - Knowledge of Microsoft Office suite products Position Specifics The initial base salary range for this position is expected to be between $19.23 and $24.04 hourly. The final base salary offered will be determined by multiple factors, including job-related knowledge, depth of experience, skills, certifications, and geographic location. Compensation may also include commissions and discretionary bonuses. Benefits may include medical, financial, and other programs such as 401(k) eligibility, employee stock purchase program, vacation, sick time, and personal leave. If hired, the employee will be in an at-will position and the company reserves the right to modify compensation programs based on performance and market factors. Corporate Values - Respectful communication and cooperation - Teamwork and employee participation - Work/life balance support - Embracing communities Commitment to Diversity, Inclusion and Belonging The employer is an equal opportunity employer and fosters a culture of diversity and inclusion. Physical Requirements While performing this role, you will engage in both seated and occasional standing or walking activities. Reasonable accommodations are provided in accordance with relevant laws. This job description serves as a guide and is not an employment contract.