Job Title: IT Technician Support.

IT Technician Support - is responsible for providing local operational support for an office or
group of offices. This position requires both excellent customer service and problem-solving skills. The
candidate must possess a process and project orientated mindset and be efficient working individually as
well as part of a larger team. The ideal candidate would be knowledgeable on a wide range of
technology and adaptable enough to be able to leverage it against a wide range of technical issues. The
candidate must be highly motivated and self-reliant individual with a desire to better themselves.

Issues Management and Resolution
• Analyze issues and formulate solutions
• Troubleshoot system, application and hardware issues
• Ensure customer is updated on ticket progress
• Provide monitoring and resolution of AV issues for on-site equipment, such as boardroom AV
equipment and meeting/event support
• Work directly with customers to solve problems
• Utilize internal IT Knowledge Base to both provide and find solutions to known issues
• Use external information to research and resolve issues when needed
• Consistently update the ticket tracking system with status and fixes
• Properly escalate issues to necessary parties as required
System Administration
• Perform routine system maintenance on laptops and desktops
• Track computer assets according to organizational standards
• Perform backups and restores
• Perform configuration of hardware including drives, network interfaces, memory, processors, and
peripherals.
• Perform installation and configuration of software including operating system, patches, and 3rd
party products.
• Maintain established computer standards and participate in testing new standards
Communication
• Strong interpersonal skills with heavy focus on customer service
• Demonstrate sound written, oral and organizational skills
• Collaborate with local and remote teams using provided tools
• Consistently share solutions with peers
• Works effectively as an individual and as part of a team
• Comfortable training both small and large groups of people on new IT solutions
Resource & Project Management
• Complete assigned tasks on time
• Ability to follow documented commonly used concepts, practices, and procedures
• Ability to manage multiple constituencies, issues, priorities, projects and goals
• Adhere to team policies and organizational reporting structures
Continuous Improvement
• Gather knowledge of technology changes through training, conferences, books, journals, case
studies, and perform product evaluations.

Work Schedule
• Must maintain a flexible schedule and be available to work non-standard business hours upon
request or as needed
• Must be available via cell phone for issue resolution and assistance after hours
Travel
• Local travel between sites may be required
• Occasional travel to sites outside the local area may be required

Education and Certifications
• Associate’s Degree, Bachelor’s Degree from an accredited university, preferably in Computer
Science, Information Systems or equivalent program, or a proven track record of IT experience
required.
• Technical certifications are a plus (e.g. ACMT, ACSP, ACTC MCP, CNA, CCNA, A+, Network+)
Experience
• Minimum 1 year IT experience
• Experience delivering IT solutions within a corporate and/or enterprise environment
• Experience working in a mixed Mac and Windows environment

Additional Skills
• Experience in the Advertising and/or Marketing industry preferred
• Experience in centrally managed computer environments
• Experience supporting A/V environments not required, but is a plus
• Skills helpful but not required – BitLocker, FileVault, Software Distribution Systems (Altiris, JAMF),
Adobe Creative Cloud, Service Now, Bomgar, Font Management Systems

Location: Remote - Geography based

Do you have a consistently strong record of sales performance in a fast-paced selling environment where your work has a critical impact on patients?  At Invivyd, we’re building a category and disrupting the status quo. We’re looking for experienced and driven Senior Virology Care Specialists who are ready to utilize their industry experience bringing passion, persistence, and a strong desire to help patients.

• Develop strong, compliant relationships across a broad range of health care providers (HCPs) across multiple specialties and account types (IDNs, health systems and community clinics) by understanding their needs and sharing accurate, balanced information about Invivyd’s products and solutions
• Facilitate clinical dialogue that compels the customer to act on behalf of their patients and engage the entire account to understand any obstacles that exist to provide appropriate solutions
• Identify shared priorities and leverage knowledge and tactics within full account to develop a territory business plan that drives product demand by meeting the needs of key partners and ultimately their patients to drive superior results
• Utilize your understanding of the broader healthcare landscape for account selling, including provider offices and health systems, and how decisions are made across these settings
• Manage your territory with a business owner mindset with accountability, energy, and drive by owning the outcome of your results with a sense of urgency while staying compliant with company policies and industry regulations
• Deliver compelling product presentations and educational discussions to support patient care decisions by utilizing all approved resources in line with company training and compliance requirements
• Collaborate as a positive energy multiplier cross-functionally with colleagues in marketing, market access, and other teams to support customer needs and win together
• Operate with an enterprise mindset to gather and share customer insights, feedback, and questions to help Invivyd continuously improve how we serve providers and patients
• Collaborate with cross-functional partners on overall account and territory strategy to maximize internal/external knowledge on how to access products and services
• Aggregate customer, market data, and insights to effectively apply multiple channels to drive total selling engagements
• Utilize data driven approach to prioritize customers/accounts to maximize impact aligned to strategic plan

 Required: 

• Bachelor's degree strongly preferred; candidates without a degree with significant relevant, related industry experience will be considered
• 5+ years of sales experience in biotech, pharmaceuticals or medical device customer facing roles is required
• • Candidates must live within the stated territory
• Able to fulfill requirement to be in the field five days a week, including overnights as required, conducting visits, while also completing all administrative tasks related to the role
• Ability to drive and/or fly within the territory, as required
• Proven winning attitude with a growth mindset
• Strong communication and interpersonal skills, with the ability to build relationships and engage in meaningful conversations with healthcare providers
• Coachable and eager to learn - open to feedback, willing to adapt, and motivated to grow into a high-performing sales professional
• Demonstrated persistence, resilience, agility, and a strong work ethic; comfortable working in a fast-paced, evolving environment
• Ability to manage time effectively, prioritize tasks, and take ownership of territory responsibilities
• High standards of integrity, professionalism, and a commitment to compliance in every interaction
• Passion for making a difference in the lives of patients and a desire to be part of a mission-driven company
• Strong ability to communicate clinical product information in a compelling and compliant way
• Must be results oriented and can demonstrate time management skills with ability to gain access to hard to see customers
• Demonstrated effective organizational and interpersonal skills to prioritize opportunities

Pay Range

$120,000 - $160,000

The pay range represents the expected full-time base salary for this role at the time of posting. Actual base pay will be determined based on a variety of factors, including relevant experience, skills, and education. In addition to base pay, this role is eligible for both an annual short-term incentive (e.g., bonus or sales incentive) and an annual long-term incentive (e.g., equity), reflecting our commitment to rewarding strong performance and long-term impact. Learn more about our total rewards by visiting https://www.invivyd.com/careers/.

Summary

We are seeking an experienced Workers' Compensation Paralegal to join our team. As a Workers' Compensation Paralegal, you will work closely with our talented attorneys providing support before, during and after trials.

Responsibilities

• Prepare legal documents including pleadings, motions, affidavits, complaints, legal memoranda
• E-file all court documents in state and federal court
• Communications with clients, court, counsel, and others.
• Conduct legal research and factual investigation
• Prepare discovery documents, interrogatories, and responses
• Draft and server summons
• Coordinate and summarize depositions
• Prepare trial binders and exhibits
• Drafting pleadings, motions and appellate documents and filing them with the court
• Performing administrative duties (calendar hearings and deadlines, organize case files, manage logistics)
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Aid attorney with interrogatories and other discovery requests
• Gather relevant information from a variety of sources
• Liaise between trial teams and internal/external third parties
• Witness preparation
• Assisting with case settlements
• Other tasks as requested by the attorney

Qualification

• Associate degree, certificate, or equivalent work experience (preferred)
• 2+ years of litigation experience (preferred)
• Completion of a nationally accredited paralegal program (preferred)
• Experience in Personal Injury, WC, Premises, or other injury related practice areas (preferred)
• Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision
• Excellent written and verbal communication skills, proficient in calendaring depositions, mediations, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Extensive computer and database expertise; Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

Summary

We are seeking a qualified Legal Assistant to join our team. As a Legal Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics).
• Maintain pleadings and discovery indexes.
• Organize exhibits, documents, evidence, briefs, and appendices.
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation.
• Draft and proofread correspondence and legal documents, such as pleadings and contracts.
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice.
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney.
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions.
• Manage, organize, and maintain documents in paper or electronic filing systems.
• Performs other related duties as assigned to meet the needs of the business.
   

Qualification

• High school diploma or general education degree (GED) required.
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred
• At least 1 year of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal
• Experience in Social Security, Personal Injury, Workers Compensation, Premises Liability, or other injury related practice areas (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Strong writing and communication skills along with attention to detail
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

Your Opportunity

Scion is paving a path in student living and the Experience Team Member (ETM) is essential to our commitment to exceptional customer experience and strong partnerships within the community. This position combines marketing, relationship building, administration and customer service all in one.

The ETM will thrive in a fast-paced, agile, collegiate environment. This role demands exceptional interpersonal and problem-solving skills and stellar work ethic.

Your Responsibilities

Customer Experience & Sales

• Prioritize interactions and communication with customers. Provide community and amenity tours.
• Provide feedback on sales barriers and customer objections to management team.
• Execute sales and engagement initiatives as outlined by management.
• Provide recommendations on local marketing opportunities and messaging.
• Assist with social media and communication on various platforms to engage customers.
• Assist with planning, promoting and executing customer experience initiatives, engagement initiatives, and additional marketing opportunities.
• Always represent the community positively and professionally, both in and out of the office.

Property Administration

• Demonstrate proficiency with general community, market and policy knowledge.
• Log, file and retrieve customer packages.
• Assist with general housekeeping involved with opening, closing and maintaining the office, clubhouse, grounds and amenities.
• Schedule and follow up on maintenance requests to aid in timely resolutions.
• Maintain office organization and cleanliness.
• Assist with after-hours lock out duties as required.

The responsibilities listed above may not be all inclusive.

What We Require

• Customer-centric mindset
• Agility & flexibility with a frequently changing environment
• Great communication & interpersonal skills with a diverse population
• Reliability & self-discipline
• Availability to work during summer, holidays, and Turn periods

Operational Details

• Job location is at the assigned property.
• Working hours consist of daytime business hours and after hour on-call rotation.

The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.

Your Opportunity

Scion is paving a path in student living and the Experience Team Member (ETM) is essential to our commitment to exceptional customer experience and strong partnerships within the community. This position combines marketing, relationship building, administration and customer service all in one.

The ETM will thrive in a fast-paced, agile, collegiate environment. This role demands exceptional interpersonal and problem-solving skills and stellar work ethic.

Your Benefits

• FLSA Status Non-Exempt
• Discretionary annual bonus
• Paid Time Off
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k Matching
• Paid Maternal Leave
• Parental Leave
• Learning reimbursement opportunities

Your Responsibilities

Customer Experience & Sales

• Prioritize interactions and communication with customers. Provide community and amenity tours.
• Provide feedback on sales barriers and customer objections to management team.
• Execute sales and engagement initiatives as outlined by management.
• Provide recommendations on local marketing opportunities and messaging.
• Assist with social media and communication on various platforms to engage customers.
• Assist with planning, promoting and executing customer experience initiatives, engagement initiatives, and additional marketing opportunities.
• Always represent the community positively and professionally, both in and out of the office.

Property Administration

• Demonstrate proficiency with general community, market and policy knowledge.
• Log, file and retrieve customer packages.
• Assist with general housekeeping involved with opening, closing and maintaining the office, clubhouse, grounds and amenities.
• Schedule and follow up on maintenance requests to aid in timely resolutions.
• Maintain office organization and cleanliness.
• Assist with after-hours lock out duties as required.

The responsibilities listed above may not be all inclusive.

What We Require

• Customer-centric mindset
• Agility & flexibility with a frequently changing environment
• Great communication & interpersonal skills with a diverse population
• Reliability & self-discipline
• Availability to work during summer, holidays, and Turn periods

Operational Details

• Job location is at the assigned property.
• Working hours consist of daytime business hours and after hour on-call rotation.

The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.

IND3 #wearehiring #werehiring

Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still having a base salary with full benefits? Have you been thinking about switching career paths and moving into sales? Hibu is here to set you up with best-in-class training so you can win and grow your career! 

Year 1 on-target earnings between $85,000-$95,000 with ability to earn more through uncapped commissions and monthly bonuses!

Year 2 on-target earnings between $100,000-$115,000. 

Why our people love working at Hibu (and why we have made SellingPower’s Best Companies to Sell For list EIGHT years in a row!): 

• Base salary, expense allowance, mileage reimbursement, and uncapped earnings through commission and bonuses
• Comprehensive benefits package offered, including health, vision, and dental coverage.
• Hybrid sales environment (home office and in-field work)
• Recognition and incentives including an annual President’s Club Trip
• Clear career path in both leadership and sales with high potential for promotions
• 3 weeks of classroom training followed by 9 weeks of field training while on the job and ongoing companywide support
• Best-in-class digital marketing offerings in partnership with Google, Amazon, Instagram, Meta, and Microsoft
• Community focused organization
• Flexibility and work-life balance

By now, you are probably ready to apply immediately, but just in case you need 1 more reason to apply, check out this video from one of our sales reps on why Hibu is the right choice for you!  

https://www.youtube.com/watch?v=rn9eb_DEDy4

What you will be responsible for as an Outside Sales Representative:

• Selling Digital Marketing solutions through a partnership selling model
• Websites, Search Ads, Display Ads, Reviews & Reputation Management, Social Ads, and SEO
• Cold calling business owners and prospecting within a designated territory to set appointments and conduct strong needs assessments

• Grow your own book of business by helping small businesses succeed and earn residual commissions for retaining your clients through strong account management
• Perform virtual and in-person presentations to prospects
• Build strong client relationships working within a wide variety of industries, making each day different!

Want to know more before going any further? Check out this short video of who we are, and we are sure you will want to explore further: 
https://video.hibu.com/watch/kKXY8EF3zFsuGsU36yzom7

Requirements to win as an Outside Sales Representative:

• Grit and relentless perseverance
• Entrepreneurial spirit
• Problem solver and relationship builder

• Refuse to lose attitude every single day
• Quick-witted, adaptable, and strategic

Our core values are something we live by every single day and what has helped to shape our business to become a leading provider of digital solutions along with a company people love working for. Check out this video to learn more about Hibu’s core values from our employees themselves:
https://video.hibu.com/watch/NdGvcR4FEsay3CvC43fjyQ

#LI-HYBRID

#LI-BG1

Summary 

This role will work closely with a lead attorney and litigation assistant. This position comes with competitive pay and a generous bonus plan. Successful candidates will be responsible for areas including but not limited to the following.

Responsibilities

• Prepare legal documents including pleadings, motions, affidavits, complaints, and legal memoranda
• E-file all court documents in state and federal court
• Communicate with clients, courts, counsel, and others
• Conduct legal research and factual investigation
• Prepare discovery documents, interrogatories, and responses
• Draft and serve summons
• Coordinate and summarize depositions
• Prepare trial binders and exhibits with legal assistant 
• Draft pleadings, motions, and appellate documents to file with the court
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Aid Attorneys with interrogatories and other discovery requests
• Gather relevant information from a variety of sources
• Liaise between trial teams and internal and external third parties
• Help with witness preparation
• Help with case settlements
• Performs other related duties as assigned to meet the needs of the business

Qualifications

• Associate’s Degree, certificate, or equivalent work experience 
• Completion of a nationally accredited paralegal program (preferred)
• Experience in Personal Injury, Workers Compensation, Premises, First Party, Medical Malpractice or other injury related practice areas (required)
• At least 2 years of working experience as a litigation paralegal or in legal services under an attorney or lawyer in a law firm setting
• Ability to multitask, organize, prioritize, handle a fast-paced environment, and manage workload with a positive attitude and minimal supervision
• Strong written and verbal communication skills, as well as attention to detail
• Remote and/or hybrid not eligible

#LI-KL1

Summary 

This role will work closely with a lead attorney and litigation assistant. This position comes with competitive pay and a generous bonus plan. Successful candidates will be responsible for areas including but not limited to the following.

Responsibilities

• Prepare legal documents including pleadings, motions, affidavits, complaints, and legal memoranda
• E-file all court documents in state and federal court
• Communicate with clients, courts, counsel, and others
• Conduct legal research and factual investigation
• Prepare discovery documents, interrogatories, and responses
• Draft and serve summons
• Coordinate and summarize depositions
• Prepare trial binders and exhibits with legal assistant 
• Draft pleadings, motions, and appellate documents to file with the court
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Aid Attorneys with interrogatories and other discovery requests
• Gather relevant information from a variety of sources
• Liaise between trial teams and internal and external third parties
• Help with witness preparation
• Help with case settlements
• Performs other related duties as assigned to meet the needs of the business

Qualifications

• Associate’s Degree, certificate, or equivalent work experience 
• Completion of a nationally accredited paralegal program (preferred)
• Experience in Personal Injury, Workers Compensation, Premises, First Party, Medical Malpractice or other injury related practice areas (required)
• At least 2 years of working experience as a litigation paralegal or in legal services under an attorney or lawyer in a law firm setting
• Ability to multitask, organize, prioritize, handle a fast-paced environment, and manage workload with a positive attitude and minimal supervision
• Strong written and verbal communication skills, as well as attention to detail
• Remote and/or hybrid not eligible

#LI-KL1

Morgan & Morgan, P.A. is seeking a lawyer to serve as a Pre-Suit Attorney in our growing Birmingham, AL office.

Responsibilities

• Day-to-day handling of all pre-litigation work
• Complete the Flip-to-Lit approval
• Guide clients through the case process
• Drafting and filing of pre-litigation documents 
• Complete TD approval for liability issues
• Oversee settlement negotiations and the formation of demand packages
• Manage the release approval process
• Manage a team of 6-10 Case Managers
• Focus on Personal injury cases, primarily premises liability.
• Drive compliance and KPIs amongst team
• EUOs, PIP Statements, recorded statements

Requirements

• Law degree from a fully accredited law school
• An active member in good standing with the AL State Bar Association
• 2+ years of personal injury experience
• Ability to manage high volume of pre-lit cases
• Excellent client service and communication skills
• Strong leadership skills
• Self-starter driven by long-term career goals
• Superior writing and oral advocacy skills
• Desire to become part of a trial team 

This role reports to the Pre-Suit Operations Manager.

#LI-CB2

Summary

The Referral Manager will visit law firms throughout their territory to develop relationships with the lawyers, present our value proposition, educate them, and keep them up to date on the different service areas and opportunities Morgan & Morgan has to offer. The goal is to develop a strong book of business that will yield a robust number of leads.

The ideal candidate will be a self-motivated, take initiative, technologically competent, charismatic, consistent individual, with good people skills, and present themselves in a well-dressed, professional, and classy persona.

This Referral Manager must be located within an hour of Birmingham.

Responsibilities

• Organize and plan their day/week in advance. This will include, setting up meetings with new law firms, follow up calls and emails.
• Remain engaged with all Active and Prospective accounts
• Utilize oversight over their leads to ensure that they are being handled in the most effective manner
• Attend all sales meetings, events, and internal training seminars
• Acquire an abundance of leads
• Remain engaged with all Accounts/Referral partners
• Prospecting and meeting firms daily in-person    
• Consistently beat expectations and goals
• Build and maintain client relationships
• Track and record metrics throughout sales process
• Meet and exceed financial goals
• Understand and keep up to date with industry and competitive landscape knowledge

Qualifications

• High School Diploma or GED, required | Bachelors degree, preferred
• 3+ years of Business Development or Account Management Experience, preferably in Legal Sales
• Established relationships with PI firms in the area 
• Strong written and verbal communication skills
• Strong organizational skills
• Proficiency in Microsoft Office
• Ability to harness financial data to inform decisions

This position is a base salary + generous bonus structure. 

#LI-EM2

Full job description

At Morgan & Morgan, the work we do matters. For millions of Americans, we're their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights.

 Some salient growth point highlights are as follows:

1. Of the $25 billion+ we have recovered on behalf of the people in 1988, we have recouped over $8 billion of this total in the past 2 years alone across all 50 states, Washington DC, and the US Virgin Islands.
2. We have doubled our national mega-marketing campaigns from $250M to $500M+ since 2023, making Morgan & Morgan the Number 1 company in the nation for out-of-home marketing spend in the nation. This past October, we proudly hired Geico Insurance’s former Head of Auto Marketing to serve as our new Chief Marketing Officer and continue our advancement.
3. Unlike the vast majority of our competitors, Morgan & Morgan is proud to employ attorneys who can truly call themselves trial attorneys. Last year, we tried 320 cases. In the coming years, we will double that annual number. Attorneys at Morgan & Morgan are not only expected to get trial experience and frequent exposure to the courtroom on their and their colleagues’ cases, they are required to. If you are seeking the opportunity to try cases frequently, we are confident that we can and will deliver.
4. Our attorneys are privy to world-class case docket management software, litigation resources, and a wealth of benefits in service of optimization and case development.

Summary

Morgan & Morgan is looking for a Personal Injury Litigation Trial Attorney in Birmingham, Alabama to join its growing practice. The Litigation Attorney will handle mostly motor vehicle and trucking accident cases in litigation representing plaintiffs. The lawyer's responsibilities will include trial prep and trial. 

Responsibilities

• Day-to-day handling of litigation cases
• Drafting and filing of litigation documents to include pleadings, discovery requests, discovery responses, demands, motions and memorandum
• Guide clients through the case process
• Interaction with expert witnesses to include conferences, drafting of expert reports and affidavits
• Attendance and preparation for depositions, mediations, hearings, and court appearances

Qualification

• Law degree from a fully accredited law school
• An active member in good standing with the State Bar of Alabama
• Ability to manage high volume of litigation cases
• Excellent client service and communication skills
• Self-starter driven by long-term career goals
• Superior writing and oral advocacy skills

#LI-CB2

Morgan & Morgan, P.A. is seeking a lawyer to serve as a General Liability Pre Suit Attorney in our growing Birmingham, AL office.

Responsibilities

• Day-to-day handling of all pre-litigation work
• Complete the Flip-to-Lit approval
• Guide clients through the case process
• Drafting and filing of pre-litigation documents 
• Complete TD approval for liability issues
• Oversee settlement negotiations and the formation of demand packages
• Manage the release approval process
• Manage a team of 6-10 Case Managers
• Focus on Personal injury cases, primarily general liability.
• Drive compliance and KPIs amongst team
• EUOs, PIP Statements, recorded statements

Requirements

• Law degree from a fully accredited law school
• An active member in good standing with the AL State Bar Association
• 1+ years of personal injury experience
• Ability to manage high volume of pre-lit cases
• Excellent client service and communication skills
• Strong leadership skills
• Self-starter driven by long-term career goals
• Superior writing and oral advocacy skills
• Desire to become part of a trial team 

This role reports to the Pre-Suit Operations Manager.

#LI-CB2

Summary

We are seeking a qualified  Litigation Assistant to join our team. As a Litigation Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace.

Responsibilities

• Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics)
• Maintain pleadings and discovery indexes
• Organize exhibits, documents, evidence, briefs, and appendices
• Implement and improve upon administrative processes for more efficient workflow.
• Collect, examine, and organize evidence and other legal documents for attorney review and case preparation
• Draft and proofread correspondence and legal documents, such as pleadings and contracts
• Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice
• Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney
• Communicate with clients and witnesses to schedule meetings, interviews, and depositions
• Manage, organize, and maintain documents in paper or electronic filing systems
• Performs other related duties as assigned to meet the needs of the business

Qualification

• High school diploma or general education degree (GED) required
• Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred
• Bilingual English and Spanish (preferred)
• At least 2 years of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal
• Experience in Personal Injury, WC, Premises, or other injury related practice areas. (preferred)
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision
• Great written and communication skills, be proficient in calendar depositions, mediation, and hearings
• Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc.
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Strong writing and communication skills along with attention to detail
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

Accounting Clerk - Birmingham, AL - United States ONSITE OPPORTUNITY

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People.

Summary

Morgan & Morgan is looking for an entry-level Accounting Clerk who will collaborate with the CFO, corporate controller, regional controllers and the finance team. This individual will also focus on book-keeping activities and operational reports.

Responsibilities

• Accounting staff will help prepare monthly reports, general bookkeeping, and work on special projects.
• Responsible for the completion of general accounting projects as assigned.
• Data entry utilizing Excel

Qualifications

• Bachelor’s degree in accounting preferred, but not required.
• Candidate must have at least second year + in an accounting program with strong accounting background
• Successful candidates will have advanced working knowledge of Excel.
• Ability to work in a fun, fast-paced office environment.
• Excellent organizational skills, attention to detail, and possess the ability to multitask.

#LI-MB1

Summary

We are seeking a Case Manager to join our team. As a Case Manager you must be highly organized and able to work on a varied caseload. The Case Manager will assist the attorney in developing settlements, preparing documents and correspondence as needed. The ideal candidate is customer focused and empathetic.

Responsibilities

• Daily interaction with existing and potential clients, via telephone and in person
• Order medical records from providers and communicate with clients and providers during the course of treatment
• Obtain documents necessary to support injury and/or liability positions
• Interact with insurance carriers and healthcare providers to secure records and account balances
• Work directly with multiple coworkers involved in the management and support of case files
• Maintain organized case files
• Prepare comprehensive demands and assemble support for submission to carriers under the direct supervision of an attorney
   
• Interact with attorneys and present case synopsis when required
• Manage case files from intake to closing under the direction of an attorney
• Performs other related duties as assigned to meet the needs of the business

Qualifications

• Bachelor’s degree (preferred)
• Prior experience as a Personal Injury Case Manager or Prelitigation Paralegal (strongly preferred)
• At least 2 years of working in a legal position or insurance adjuster experience (strongly preferred)
• Ability to be a team player and follow procedures
• Proactive interaction with clients, insurance companies and medical providers
• Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment
• Strong writing and communication skills along with attention to detail
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm
• Remote and/or hybrid not eligible

#LI-KL1

We are seeking a qualified Case Manager in Training. In this role, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace. 

Compensation for this role is $20 an hour. 

Responsibilities 

• Assist case managers and attorneys with organizing, filing, and maintaining of client files up to 100+ cases
• Collect check request for medical records, accident reports, driving records and vehicle ownership as requested and submit for processing 
• Copy documents and demand packages as requested 
• Complete certified mail cards and mail documents and cost checks as requested 
• Perform general office duties such as typing, operating office machines, and sorting mail 
• Create new and existing client folders 
• Prepare and send turndowns and no representation letters, contracts, and multi-party combo letters
• Send out demand letters 
• Performs other related duties as assigned to meet the needs of the business

Requirements 

• Associate degree, certificate, or equivalent work experience (preferred) 
• Bilingual English and Spanish (preferred) 
• 1 year of experience in the legal field a plus! 
• Knowledge of administrative and clerical procedures and systems such as word processing, managing of files and records, and other office procedures 
• Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a positive attitude and minimal supervision
• Great written and communication skills 
• Highly organized with the ability to juggle multiple deadlines in a fast-paced environment 
• Strong writing and communication skills along with attention to detail 
• Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm

This role is fully on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team.

#LI-KL1

Are you a college student preparing to graduate and looking to kick-start a rewarding career in sales? Or have you recently graduated and are seeking a fresh opportunity to grow and thrive in sales? Whether you’ve studied business, marketing, communications—or just love connecting with people—Hibu is here to help you launch your career with confidence.  

We’re looking for motivated individuals who are ready to grow, learn, and thrive in a fast-paced, high-reward environment. Our award-winning training program and supportive team culture will set you up for success.   

Why Hibu is a Great Fit for You:   

• Comprehensive Training and Mentorship: start with 3 weeks of classroom training followed by 9 weeks of hands-on field coaching. You’ll learn everything you need to succeed in digital sales.   

• Base Salary + Uncapped Commissions 
  • Year 1 On-Target Earnings: $85,000-$95,000
  • Year 2 On-Target Earnings: $100,000-$115,000  

• Supportive, People-First Culture: We’re a community-focused company that values collaboration, recognition, and work-life balance. You’ll be surrounded by leaders and peers who want to see you win.  

• Career Growth and Advancement: With a clear path to leadership or advanced sales roles, your future at Hibu is full of opportunity. Many of our top performers started right out of college!  

• Hybrid Flexibility: Enjoy a mix of remote work and in-field client visits that gives you autonomy and variety in your day.  

• Full Benefits Package: We offer comprehensive benefits including medical, dental, vision, 401K with company match, paid time off, and more!   

What You’ll Do as an Outside Sales Representative:   

• Partner with small businesses to provide best-in-class digital marketing solutions (websites, SEO, social ads, and more)  

• Prospect and cold call within your territory to build your client base  

• Conduct virtual and in-person presentations  

• Build long-term relationships and earn residual income through client retention  

• Make a real impact by helping local businesses grow  

What We’re Looking For:   

• Grit, drive, and a “refuse to lose” attitude  

• Strong communication and relationship-building skills  

• Entrepreneurial mindset and eagerness to learn  

• A passion for helping others succeed  

• Sales or marketing internship experience  

• Leadership skills and experience 

Ready to start your career strong? Check out this video from one our sales reps to hear why Hibu is the right place to launch your career. If you want to learn more about our values and culture, watch this short video featuring our team.   

Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still having a base salary with full benefits? Have you been thinking about switching career paths and moving into sales? Hibu is here to set you up with best-in-class training so you can win and grow your career! 

Year 1 on-target earnings between $85,000-$95,000 with ability to earn more through uncapped commissions and monthly bonuses!

Year 2 on-target earnings between $100,000-$115,000 with ability to earn more through uncapped commissions and monthly bonuses!

Why our people love working at Hibu (and why we have made SellingPower’s Best Companies to Sell For list SEVEN years in a row!):

• Base salary, expense allowance, mileage reimbursement, and uncapped earnings through commission and bonuses
• Comprehensive benefits package offered, including health, vision, and dental coverage.
• Hybrid sales environment (home office and in-field work)
• Recognition and incentives including an annual President’s Club Trip
• Clear career path in both leadership and sales with high potential for promotions
• 3 weeks of classroom training followed by 9 weeks of field training while on the job and ongoing companywide support
• Best-in-class digital marketing offerings in partnership with Google, Amazon, Instagram, Meta, and Microsoft
• Community focused organization
• Flexibility and work-life balance

By now, you are probably ready to apply immediately, but just in case you need 1 more reason to apply, check out this video from one of our sales reps on why Hibu is the right choice for you!  

https://www.youtube.com/watch?v=rn9eb_DEDy4

What you will be responsible for as an Outside Sales Representative:

• Selling Digital Marketing solutions through a partnership selling model
• Websites, Search Ads, Display Ads, Reviews & Reputation Management, Social Ads, and SEO
• Cold calling business owners and prospecting within a designated territory to set appointments and conduct strong needs assessments

• Grow your own book of business by helping small businesses succeed and earn residual commissions for retaining your clients through strong account management
• Perform virtual and in-person presentations to prospects
• Build strong client relationships working within a wide variety of industries, making each day different!

Want to know more before going any further? Check out this short video of who we are, and we are sure you will want to explore further: 
https://video.hibu.com/watch/kKXY8EF3zFsuGsU36yzom7

Requirements to win as an Outside Sales Representative:

• Grit and relentless perseverance
• Entrepreneurial spirit
• Problem solver and relationship builder

• Refuse to lose attitude every single day
• Quick-witted, adaptable, and strategic

Our core values are something we live by every single day and what has helped to shape our business to become a leading provider of digital solutions along with a company people love working for. Check out this video to learn more about Hibu’s core values from our employees themselves:
https://video.hibu.com/watch/NdGvcR4FEsay3CvC43fjyQ

#LI-HYBRID

#LI-BG1

IND11

Are you looking for an Outside Sales position with unlimited earning potential in a flourishing industry? Are you looking for an opportunity where you can earn uncapped commissions while still having a base salary with full benefits? Have you been thinking about switching career paths and moving into sales? Hibu is here to set you up with best-in-class training so you can win and grow your career! 

Year 1 on-target earnings between $85,000-$95,000 with ability to earn more through uncapped commissions and monthly bonuses!

Year 2 on-target earnings between $100,000-$115,000 with ability to earn more through uncapped commissions and monthly bonuses!

Why our people love working at Hibu (and why we have made SellingPower’s Best Companies to Sell For list EIGHT years in a row!): 

• Base salary, expense allowance, mileage reimbursement, and uncapped earnings through commission and bonuses
• Comprehensive benefits package offered, including health, vision, and dental coverage.
• Hybrid sales environment (home office and in-field work)
• Recognition and incentives including an annual President’s Club Trip
• Clear career path in both leadership and sales with high potential for promotions
• 3 weeks of classroom training followed by 9 weeks of field training while on the job and ongoing companywide support
• Best-in-class digital marketing offerings in partnership with Google, Amazon, Instagram, Meta, and Microsoft
• Community focused organization
• Flexibility and work-life balance

By now, you are probably ready to apply immediately, but just in case you need 1 more reason to apply, check out this video from one of our sales reps on why Hibu is the right choice for you!  

https://www.youtube.com/watch?v=rn9eb_DEDy4

What you will be responsible for as an Outside Sales Representative:

• Selling Digital Marketing solutions through a partnership selling model
• Websites, Search Ads, Display Ads, Reviews & Reputation Management, Social Ads, and SEO
• Cold calling business owners and prospecting within a designated territory to set appointments and conduct strong needs assessments
• Grow your own book of business by helping small businesses succeed and earn residual commissions for retaining your clients through strong account management
• Perform virtual and in-person presentations to prospects
• Build strong client relationships working within a wide variety of industries, making each day different!

Want to know more before going any further? Check out this short video of who we are, and we are sure you will want to explore further: 
https://video.hibu.com/watch/kKXY8EF3zFsuGsU36yzom7

Requirements to win as an Outside Sales Representative:

• Grit and relentless perseverance
• Entrepreneurial spirit
• Problem solver and relationship builder
• Refuse to lose attitude every single day
• Quick-witted, adaptable, and strategic

Our core values are something we live by every single day and what has helped to shape our business to become a leading provider of digital solutions along with a company people love working for. Check out this video to learn more about Hibu’s core values from our employees themselves:
https://video.hibu.com/watch/NdGvcR4FEsay3CvC43fjyQ

#LI-HYBRID

#LI-BG1

CUSTOMER RETENTION STRATEGIST 

Our Mission is to be able to say - "Anyone in the World below $15M should fire their Agency tomorrow as nobody can beat this Value & Service at this Price"

We are seeking a highly driven and performance-oriented Customer Retention Strategist to join our team.

In this position at Common Thread Collective (CTC), you will play a pivotal strategic role, guiding our clients toward durable, scalable growth. Your core responsibility is to deliver steady and reliable revenue through retention-focused initiatives—using data-backed insights to build accurate forecasts, shape strategic direction, and ensure consistent performance. At CTC, your expertise is invaluable, covering the elements of CTC's strategic forecasting methods and the foundational principles of retention marketing.

Your impact goes far beyond managing email programs—you operate as a trusted advisor to our clients across all areas of retention strategy. You clearly communicate the rationale behind our decisions, connecting forecasting insights to the email, SMS, direct mail, and other retention touchpoints we activate. Your clarity strengthens client trust and deepens alignment throughout the partnership.

You also act as a strong advocate for CTC’s unique retention methodology and the tools that support it.

As a Customer Retention Strategist, you lead with precision and purpose, ensuring every initiative is executed to the highest standard and tightly aligned with client objectives.

You thrive on solving complex challenges, take complete ownership of outcomes, and are committed to developing, enhancing, and scaling high-impact retention programs. We embody the principle “Everyday in Every Play, Count on Me”—embracing accountability, striving for excellence, and consistently delivering results that matter.

WHAT WE LOOK FOR

This place isn’t for everyone, but it might be for you if…

Our core values are the heart and soul of this incredible Company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

To give ourselves our best shot at accomplishing Our mission, we organize all of our decisions — from recruiting, to hiring, to raises, to promotions, to how we spend our time and money — in the direction of three committed values.

We recognize these values aren't for everyone.

They're challenging. In fact, they're so challenging, that's why we invest so much in supporting our team and why we tend to attract people who are craving the opportunity to do more at work than get a paycheck. We're looking for those who are interested in making their work significant.

AUTODIDACT

• Naturally curious and an autodidact, able to absorb information quickly and effectively, like osmosis. Your commitment to learning sets you apart, absorbing information swiftly and more effectively than your peers.
• Your openness to both offer and embrace feedback as an opportunity for growth and implement it proactively, without needing constant direction.
• Demonstrates resourcefulness, and independently refine your skills without being prompted.
• Thrives in a self-managed environment, showing autonomy, initiative, and a commitment to continuous improvement and not requiring task lists built by their managers and constant oversight.

UNIMPEACHABLE CHARACTER

• Embodies a character that inspires pride in both personal and professional associations.
• Consistently honest, with the courage to acknowledge and communicate hard truths, and the humility to accept them, even when uncomfortable, and never lie in any situation.
• Displays a high level of self-awareness, taking full ownership of outcomes without resorting to a victim mindset.
• Values constructive feedback and integrates it, understanding nothing great is built without feedback.

COMPETITIVE GREATNESS

• Performs at their best when it matters most, The Enjoyment of Hard Challenges.
• Demonstrates an unyielding determination to get things done, regardless of obstacles, time constraints, skills needed, or resources.
• Adapts to changing circumstances, recognizing that true success is about not just meeting, but exceeding what is required.
• Possesses a deep passion for their work, using creativity and resilience to overcome any hurdle.

Minimum Experience Requirement  

• At least 2 years of hands-on experience in email and SMS marketing, with proven execution across campaigns, automations, segmentation, and optimization.

• A minimum of 2 years of experience in retention marketing, owning initiatives that drive predictable revenue, customer lifetime value, and ongoing lifecycle improvements.
  
  

What Success Looks Like

NECESSARY SKILLS

KICK OFF PERIOD

• Be willing to put in the hard work required and be hungry enough to go through the kick off.
• Being ready and prepared for this to be the hardest job you have ever worked, as you would fundamentally develop a high-leverage new skill.
• The ability to take feedback and implement it fast.
• Finish the work to the fullest with quality and on time.
• Perseverance.
• Remember and learn from the repetitive doing of the exercises.

ONBOARDING

• Align with the team and contribute to the team called Brain Trust for Ideas across clients.
• Manage, align & work with the team members of your pod including Growth strategist, Meta/Google/Channel Media Buyer and Creative Strategist.
• Ability to organize, prioritize, and manage multiple tasks with great attention to detail.
• Upkeep of data integrity of your clients across Statlas and other tracking tools.
• Be responsible for the execution of the Prophit system for your clients
• Building an Email Forecast for your clients
  • Utilizing a Growth map using the Prophet System
  • Data Analysis required during analysis of past campaigns and flows etc
  • Marketing calendar alignment and upkeep with clients
• The Monthly Execution and Actualisation vs the Forecast.
  • You make tactical deconstructions and actualize the projections each month, and determine additional resources required to meet KPIs.
• Combine data analysis and feedback from clients to develop strategic plans for the future.
• When it's time to pivot you are among the first early adopters
• Take a lead in situations that present any obstacle to execution.
• An insatiable curiosity, and an inability to leave a problem alone until you've found one or many different potential solutions.
• Responsible for the implementation of CTC's Email and SMS best practices
• Leverage tools like memberships, subscriptions, loyalty programs, popups, quizzes, cart drawers, post-purchase upsell tools, direct mail and more, to impact retention metrics.
• Upkeep and management of our ideologies and processes throughout the account.
• Monitoring active campaigns, and deploying additional resources, or updating strategy to ensure the best possible chance of hitting the Projected Targets.
• Implementing tests in your accounts in an effort to beat your best-performing campaigns.

ENSURING AND HOLDING THE STANDARD OF QUALITY OF WORK

• Ensuring deliverables are on-brand 100% of the time, in collaboration with designers and copywriters.
• Ensuring that automations, campaigns and any other retention tool has the correct technical setups and work in tandem to achieve desired business outcomes
• Ensuring alignment with the client vs the forecast & strategy
• Ensuring above benchmark client satisfaction rate feedback
• Ensuring following the Prophit system execution to 100% within the timeline required.
• Ensuring all the work is delivered based on the timeline assigned with optimal quality & attention to detail.

Client Communication

• You are a champion of communication, ensuring the client is aligned on Retention goals aligned with revenue goals on the Growth Map and next steps, while making sure everybody on your team has clarity on what is required with exact deadlines.
• Responsible for sending daily performance updates to the client
• Ensure alignment across Strategy and Forecast with the client for every week of the month.
• Providing weekly updates via Slack.
• Report where required, collaborating with Growth Strategists and Media Buyers.
  
  

CONTRIBUTING BACK

• Contributing your learnings back to the system for feedback and continuous improvement.
• Contributing & collaborating in ideas and learning across teams.
• Contributing to ideas and learning in future company content production.

NEXT-LEVEL SKILLS

Communication Skills

• Fluent in English, with a proven ability to communicate persuasively and present ideas clearly to various stakeholders.
• Skilled in crafting thoughtful, empathetic client messaging that resonates, demonstrating a high level of emotional intelligence.
• Strong presentation skills, capable of delivering compelling presentations that drive engagement and decision-making.

Great Data Analysis skills

• Strong raw talent for data analysis, with an eagerness to learn and improve.
• Familiarity with data tools, including Google Sheets, with the flexibility to develop advanced skills through on-the-job experience.

Past Experience 

• Historical expertise that compounds to bring a well-rounded perspective and adds value to the role.
• A breadth of experience from any of the multiple domains, including mathematics, data analytics, copywriting, email/sms marketing etc.

Critical Thinking 

• Ability to approach challenges with structured thinking, utilizing logical frameworks to effectively solve complex problems.
• Naturally adept at dissecting issues and proposing practical, impactful solutions.

Impact

• Passionate about e-commerce and eager to contribute to a high-performing team at the forefront of the industry.
• Highly motivated and hardworking, with a strong desire to learn, grow, and make a meaningful impact.
• Thrives in environments where they can see the direct results of their actions on the business, with a strong preference for roles that offer full accountability and autonomy.

Results 

You will merge the Retention, Growth and elements of finance to build a forecasted strategy to help the business achieve its goal.

• Achieve certification and confidence in our ideology by the end of training, enabling precise execution of the Prophit system to ensure top-quality results for clients.
• Consistently deliver high-accuracy performance of retention, far beyond the email/sms platform, referring to the Prophit system's Growth Map and Statlas.
• Lead and collaborate with your team to optimize productivity and maintain high-performance standards.
• Apply best practices in email and sms marketing to drive outstanding results, ensuring no one could achieve better outcomes in your role.
• Maintain client satisfaction levels above benchmark rates, aligning on forecasts to exceed client expectations.
• Adhere to rigorous quality standards in client feedback, forecasting, email production and execution.
• Meet all deadlines and retention requirements requirements, ensuring timely and on Target Performance.
• Contribute valuable ideas to team discussions and company-wide content, supporting growth and innovation.

JOB SCOPE

• Oversee the profitable growth of retention channels, including but not limited to email, sms, direct mail, popups and push notifications. Where required, you may work within subscription, membership, loyalty programs and more.
• Write briefs and ensure the rest of the team is able to execute on it
• Complete reports with a high degree of accuracy, checking against multiple data points
• Analyse metrics and KPIs to measure the effectiveness of retention efforts, providing insights and recommendations for improvements, with Statlas and the Growth Map as your guide.
• Collaborate with design, content and any other relevant teams to create compelling and engaging email content, ensuring brand consistency and messaging alignment.
• Ensure the timely delivery of relevant deliverables (emails, sms etc), which includes effective internal project management and management of clients and their teams.
• Stay updated with industry trends, new features, and best practices in retention marketing to continuously optimize performance.
• This is a client-facing role. So you must be able to consult clients and solve business problems, far beyond the email platform.
• Prioritize the development of relational equity with your team and clients to foster lasting relationships for the continued growth of CTC and our client businesses.

WHAT’S IN IT FOR ME?

SALARY RANGE

• First 30 days – $1.5K (Part-time transition phase)

  • Give notice at your current job (if applicable)

  • Participate in daily training for the first 15 days

  • Shadow and support ongoing accounts during the next 15 days while preparing to take on your own clients

  Days 31–60 – $3K (Full-time start)

  • Transition to full-time

  • Begin managing your first 3 client accounts independently

  Days 61–90 – $4–5K + performance bonuses

  • Continue growing your portfolio

  • Earn bonuses based on hitting revenue targets

  •  Negotiate your term contract annually

This will depend on the amount of clients and the quality of work.

Growth, Transparency, and Fairness in Career Development

• Progress is Clearly Defined
  • Depends primarily on your experience with the system & quality of execution against it. Following a well-defined path for the first 12 months and how exactly you can grow to be promoted to the next level.
• Fairness and transparency are prioritized
  • Access a weekly performance dashboard to see exactly where you stand compared to team members on both objective and subjective metrics.
• Pay transparency is upheld for all team members
  • With consistent contract terms and a clear roadmap for increasing earnings, ensuring everyone understands the path to greater compensation. We will also talk monthly about how you can progress
• My Commitment to You:
  • You will work harder, learn more than ever before, and get recognized by the world for your expertise. You will gain a diverse skill set while actively contributing to the continuous development of new tools and improvements within our system. In doing so you will have an incredible opportunity for rapid career progression.
  • We will continue to provide you mentorship through every step of your development in the role and promotion from it. We will then continue to provide feedback against the expectation and evaluate against it.

Location & Environment

• Fully remote with the ability to pick your schedule.
• Embrace autonomy as a core value, with clear expectations, regular 1:1 feedback sessions, and measurable quality benchmarks to support personal growth. Exceptional work is recognized and rewarded, with weekly check-ins for accountability, ensuring you're consistently challenged and engaged with new opportunities daily.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Marketing/RFPs
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
• With minimal guidance, analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Presentation
• Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
• Provides mentorship to analysts and performs technical review of work
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1

CRM & RETENTION STRATEGIST

Our Mission is to be able to say - "Anyone in the World below $15M should fire their Agency tomorrow as nobody can beat this Value & Service at this Price"

We are looking for a highly motivated and results-driven CRM & Retention Strategist to join our team.

In this role at Common Thread Collective (CTC), you will hold a central strategic position, supporting our clients in achieving sustainable and scalable growth. Your primary mission is to generate consistent, predictable revenue through retention-led initiatives—leveraging data-driven insights to build accurate forecasts, inform strategic decisions, and maintain reliable performance. At CTC, your expertise is essential, encompassing both our proprietary forecasting frameworks and the core principles of retention marketing.

Your influence extends well beyond managing email channels—you serve as a strategic partner to clients across all facets of retention. You articulate the logic behind our recommendations clearly and convincingly, linking forecasting outputs to the email, SMS, direct mail, and additional lifecycle touchpoints we deploy. Your communication strengthens trust, aligns stakeholders, and elevates the overall client relationship.

You also champion CTC’s retention philosophy and the systems that operationalize it.
As a CRM & Retention Strategist, you bring rigor and intentionality to every initiative, ensuring each program meets the highest execution standards and remains tightly aligned with client goals.

You excel at tackling complex problems, take full ownership of results, and are dedicated to building, refining, and scaling impactful retention programs. We embody the mindset “Everyday in Every Play, Count on Me”—holding ourselves accountable, aiming for excellence, and consistently delivering meaningful outcomes.

.

WHAT WE LOOK FOR

This place isn’t for everyone, but it might be for you if…

Our core values are the heart and soul of this incredible Company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

To give ourselves our best shot at accomplishing Our mission, we organize all of our decisions — from recruiting, to hiring, to raises, to promotions, to how we spend our time and money — in the direction of three committed values.

We recognize these values aren't for everyone.

They're challenging. In fact, they're so challenging, that's why we invest so much in supporting our team and why we tend to attract people who are craving the opportunity to do more at work than get a paycheck. We're looking for those who are interested in making their work significant.

AUTODIDACT

• Naturally curious and an autodidact, able to absorb information quickly and effectively, like osmosis. Your commitment to learning sets you apart, absorbing information swiftly and more effectively than your peers.
• Your openness to both offer and embrace feedback as an opportunity for growth and implement it proactively, without needing constant direction.
• Demonstrates resourcefulness, and independently refine your skills without being prompted.
• Thrives in a self-managed environment, showing autonomy, initiative, and a commitment to continuous improvement and not requiring task lists built by their managers and constant oversight.

UNIMPEACHABLE CHARACTER

• Embodies a character that inspires pride in both personal and professional associations.
• Consistently honest, with the courage to acknowledge and communicate hard truths, and the humility to accept them, even when uncomfortable, and never lie in any situation.
• Displays a high level of self-awareness, taking full ownership of outcomes without resorting to a victim mindset.
• Values constructive feedback and integrates it, understanding nothing great is built without feedback.

COMPETITIVE GREATNESS

• Performs at their best when it matters most, The Enjoyment of Hard Challenges.
• Demonstrates an unyielding determination to get things done, regardless of obstacles, time constraints, skills needed, or resources.
• Adapts to changing circumstances, recognizing that true success is about not just meeting, but exceeding what is required.
• Possesses a deep passion for their work, using creativity and resilience to overcome any hurdle.

Minimum Experience Requirement  

• At least 2 years of hands-on experience in email and SMS marketing, with proven execution across campaigns, automations, segmentation, and optimization.

• A minimum of 2 years of experience in retention marketing, owning initiatives that drive predictable revenue, customer lifetime value, and ongoing lifecycle improvements.

• A minimum of 2 years of hands-on experience using Klaviyo, including building campaigns, flows, segmentation strategies, and performance optimization.

  Please apply only if you meet all minimum experience requirements listed above.

What Success Looks Like

NECESSARY SKILLS

KICK OFF PERIOD

• Be willing to put in the hard work required and be hungry enough to go through the kick off.
• Being ready and prepared for this to be the hardest job you have ever worked, as you would fundamentally develop a high-leverage new skill.
• The ability to take feedback and implement it fast.
• Finish the work to the fullest with quality and on time.
• Perseverance.
• Remember and learn from the repetitive doing of the exercises.

ONBOARDING

• Align with the team and contribute to the team called Brain Trust for Ideas across clients.
• Manage, align & work with the team members of your pod including Growth strategist, Meta/Google/Channel Media Buyer and Creative Strategist.
• Ability to organize, prioritize, and manage multiple tasks with great attention to detail.
• Upkeep of data integrity of your clients across Statlas and other tracking tools.
• Be responsible for the execution of the Prophit system for your clients
• Building an Email Forecast for your clients
  • Utilizing a Growth map using the Prophet System
  • Data Analysis required during analysis of past campaigns and flows etc
  • Marketing calendar alignment and upkeep with clients
• The Monthly Execution and Actualisation vs the Forecast.
  • You make tactical deconstructions and actualize the projections each month, and determine additional resources required to meet KPIs.
• Combine data analysis and feedback from clients to develop strategic plans for the future.
• When it's time to pivot you are among the first early adopters
• Take a lead in situations that present any obstacle to execution.
• An insatiable curiosity, and an inability to leave a problem alone until you've found one or many different potential solutions.
• Responsible for the implementation of CTC's Email and SMS best practices
• Leverage tools like memberships, subscriptions, loyalty programs, popups, quizzes, cart drawers, post-purchase upsell tools, direct mail and more, to impact retention metrics.
• Upkeep and management of our ideologies and processes throughout the account.
• Monitoring active campaigns, and deploying additional resources, or updating strategy to ensure the best possible chance of hitting the Projected Targets.
• Implementing tests in your accounts in an effort to beat your best-performing campaigns.

ENSURING AND HOLDING THE STANDARD OF QUALITY OF WORK

• Ensuring deliverables are on-brand 100% of the time, in collaboration with designers and copywriters.
• Ensuring that automations, campaigns and any other retention tool has the correct technical setups and work in tandem to achieve desired business outcomes
• Ensuring alignment with the client vs the forecast & strategy
• Ensuring above benchmark client satisfaction rate feedback
• Ensuring following the Prophit system execution to 100% within the timeline required.
• Ensuring all the work is delivered based on the timeline assigned with optimal quality & attention to detail.

Client Communication

• You are a champion of communication, ensuring the client is aligned on Retention goals aligned with revenue goals on the Growth Map and next steps, while making sure everybody on your team has clarity on what is required with exact deadlines.
• Responsible for sending daily performance updates to the client
• Ensure alignment across Strategy and Forecast with the client for every week of the month.
• Providing weekly updates via Slack.
• Report where required, collaborating with Growth Strategists and Media Buyers.
  
  

CONTRIBUTING BACK

• Contributing your learnings back to the system for feedback and continuous improvement.
• Contributing & collaborating in ideas and learning across teams.
• Contributing to ideas and learning in future company content production.

NEXT-LEVEL SKILLS

Communication Skills

• Fluent in English, with a proven ability to communicate persuasively and present ideas clearly to various stakeholders.
• Skilled in crafting thoughtful, empathetic client messaging that resonates, demonstrating a high level of emotional intelligence.
• Strong presentation skills, capable of delivering compelling presentations that drive engagement and decision-making.

Great Data Analysis skills

• Strong raw talent for data analysis, with an eagerness to learn and improve.
• Familiarity with data tools, including Google Sheets, with the flexibility to develop advanced skills through on-the-job experience.

Past Experience 

• Historical expertise that compounds to bring a well-rounded perspective and adds value to the role.
• A breadth of experience from any of the multiple domains, including mathematics, data analytics, copywriting, email/sms marketing etc.

Critical Thinking 

• Ability to approach challenges with structured thinking, utilizing logical frameworks to effectively solve complex problems.
• Naturally adept at dissecting issues and proposing practical, impactful solutions.

Impact

• Passionate about e-commerce and eager to contribute to a high-performing team at the forefront of the industry.
• Highly motivated and hardworking, with a strong desire to learn, grow, and make a meaningful impact.
• Thrives in environments where they can see the direct results of their actions on the business, with a strong preference for roles that offer full accountability and autonomy.

Results 

You will merge the Retention, Growth and elements of finance to build a forecasted strategy to help the business achieve its goal.

• Achieve certification and confidence in our ideology by the end of training, enabling precise execution of the Prophit system to ensure top-quality results for clients.
• Consistently deliver high-accuracy performance of retention, far beyond the email/sms platform, referring to the Prophit system's Growth Map and Statlas.
• Lead and collaborate with your team to optimize productivity and maintain high-performance standards.
• Apply best practices in email and sms marketing to drive outstanding results, ensuring no one could achieve better outcomes in your role.
• Maintain client satisfaction levels above benchmark rates, aligning on forecasts to exceed client expectations.
• Adhere to rigorous quality standards in client feedback, forecasting, email production and execution.
• Meet all deadlines and retention requirements requirements, ensuring timely and on Target Performance.
• Contribute valuable ideas to team discussions and company-wide content, supporting growth and innovation.

DOMAIN

MANAGEMENT

• Your supervisor would be Josh Tay, The Director of Retention. 
• As a CRM & Retention Strategist, you'll report directly to Josh — a leader known for challenging the norms of retention marketing and alignment with real business growth. Josh is known by his team, and all he’s worked with before, as someone who will make you level up in your thinking. Every team member has walked away being a better CRM & Retention Strategist after working with Josh, that’s his promise to you, no matter if you’ve worked with him for 1 month, 1 year or 5 years

Working under Josh’s guidance will push you to your limits in the best possible way. He models the value of “do whatever it takes to be the absolute best”, and learning from him means you’ll level up in knowledge, perspective and precision. Josh is committed to personally ensuring you reach your full potential as a CRM & Retention Strategist, supporting your journey every step of the way.

JOB SCOPE

• Oversee the profitable growth of retention channels, including but not limited to email, sms, direct mail, popups and push notifications. Where required, you may work within subscription, membership, loyalty programs and more.
• Write briefs and ensure the rest of the team is able to execute on it
• Complete reports with a high degree of accuracy, checking against multiple data points
• Analyse metrics and KPIs to measure the effectiveness of retention efforts, providing insights and recommendations for improvements, with Statlas and the Growth Map as your guide.
• Collaborate with design, content and any other relevant teams to create compelling and engaging email content, ensuring brand consistency and messaging alignment.
• Ensure the timely delivery of relevant deliverables (emails, sms etc), which includes effective internal project management and management of clients and their teams.
• Stay updated with industry trends, new features, and best practices in retention marketing to continuously optimize performance.
• This is a client-facing role. So you must be able to consult clients and solve business problems, far beyond the email platform.
• Prioritize the development of relational equity with your team and clients to foster lasting relationships for the continued growth of CTC and our client businesses.

WHAT’S IN IT FOR ME?

SALARY RANGE

•  

  First 30 days – $2K (Part-time transition phase)

  • Give notice at your current job (if applicable)

  • Participate in daily training for the first 15 days

  • Shadow and support ongoing accounts during the following 15 days while preparing to take on your own clients

  Days 31–60 – $3K (Full-time start)

  • Transition to full-time

  • Begin managing your first three client accounts independently

  Days 61–90 – 4-6k base salary + monthly bonus

  • Continue growing and managing your client portfolio

  • 15% revenue share on additional revenue above target

  • Opportunity to earn up to six figures within 12 months and continue scaling from there

  • Negotiate your term contract annually

  Final compensation will depend on the number of clients managed and the quality of work delivered.

   

Growth, Transparency, and Fairness in Career Development

• Progress is Clearly Defined
  • Depends primarily on your experience with the system & quality of execution against it. Following a well-defined path for the first 12 months and how exactly you can grow to be promoted to the next level.
• Fairness and transparency are prioritized
  • Access a weekly performance dashboard to see exactly where you stand compared to team members on both objective and subjective metrics.
• Pay transparency is upheld for all team members
  • With consistent contract terms and a clear roadmap for increasing earnings, ensuring everyone understands the path to greater compensation. We will also talk monthly about how you can progress
• My Commitment to You:
  • You will work harder, learn more than ever before, and get recognized by the world for your expertise. You will gain a diverse skill set while actively contributing to the continuous development of new tools and improvements within our system. In doing so you will have an incredible opportunity for rapid career progression.
  • We will continue to provide you mentorship through every step of your development in the role and promotion from it. We will then continue to provide feedback against the expectation and evaluate against it.

Location & Environment

• Fully remote with the ability to pick your schedule.
• Embrace autonomy as a core value, with clear expectations, regular 1:1 feedback sessions, and measurable quality benchmarks to support personal growth. Exceptional work is recognized and rewarded, with weekly check-ins for accountability, ensuring you're consistently challenged and engaged with new opportunities daily.

LIFECYCLE MARKETING STRATEGIST

Our Mission is to be able to say - "Anyone in the World below $15M should fire their Agency tomorrow as nobody can beat this Value & Service at this Price"

We are looking for a highly motivated and results-focused Lifecycle Marketing Strategist to join our team.

In this role at Common Thread Collective (CTC), you will serve as a key strategic leader, helping guide our clients toward long-term, scalable growth. Your mission is to ensure predictable and consistent revenue through lifecycle marketing initiatives—leveraging data-driven insights to create forecasts, shape strategic plans, and maintain reliable performance.  At CTC, your expertise is invaluable, covering the elements of CTC's strategic forecasting methods and the foundational principles of retention marketing.

Your responsibilities extend far beyond email execution—you act as a trusted partner to our clients in all areas of customer lifecycle strategy. You clearly articulate the reasoning behind our recommendations, bridging the gap between forecasts and the email, SMS, direct mail, and other lifecycle touchpoints we deploy. Your ability to explain the “why” strengthens client confidence and builds a deeper sense of partnership

You also serve as a dedicated champion of CTC’s distinctive lifecycle approach and the tools that power it.

As a Lifecycle Marketing Strategist, you lead with clarity and intention, ensuring that every initiative is executed with excellence and aligned with client goals

You are energized by complex challenges, take full ownership of outcomes, and commit to designing, refining, and scaling high-impact lifecycle marketing strategies. We operate with the mindset: “Everyday in Every Play, Count on Me”—meaning we uphold accountability, pursue mastery, and consistently deliver meaningful results.

WHAT WE LOOK FOR

This place isn’t for everyone, but it might be for you if…

Our core values are the heart and soul of this incredible Company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

To give ourselves our best shot at accomplishing Our mission, we organize all of our decisions — from recruiting, to hiring, to raises, to promotions, to how we spend our time and money — in the direction of three committed values.

We recognize these values aren't for everyone.

They're challenging. In fact, they're so challenging, that's why we invest so much in supporting our team and why we tend to attract people who are craving the opportunity to do more at work than get a paycheck. We're looking for those who are interested in making their work significant.

AUTODIDACT

• Naturally curious and an autodidact, able to absorb information quickly and effectively, like osmosis. Your commitment to learning sets you apart, absorbing information swiftly and more effectively than your peers.
• Your openness to both offer and embrace feedback as an opportunity for growth and implement it proactively, without needing constant direction.
• Demonstrates resourcefulness, and independently refine your skills without being prompted.
• Thrives in a self-managed environment, showing autonomy, initiative, and a commitment to continuous improvement and not requiring task lists built by their managers and constant oversight.

UNIMPEACHABLE CHARACTER

• Embodies a character that inspires pride in both personal and professional associations.
• Consistently honest, with the courage to acknowledge and communicate hard truths, and the humility to accept them, even when uncomfortable, and never lie in any situation.
• Displays a high level of self-awareness, taking full ownership of outcomes without resorting to a victim mindset.
• Values constructive feedback and integrates it, understanding nothing great is built without feedback.

COMPETITIVE GREATNESS

• Performs at their best when it matters most, The Enjoyment of Hard Challenges.
• Demonstrates an unyielding determination to get things done, regardless of obstacles, time constraints, skills needed, or resources.
• Adapts to changing circumstances, recognizing that true success is about not just meeting, but exceeding what is required.
• Possesses a deep passion for their work, using creativity and resilience to overcome any hurdle.

Minimum Experience Requirement  

• At least 2 years of hands-on experience in email and SMS marketing, with proven execution across campaigns, automations, segmentation, and optimization.

• A minimum of 2 years of experience in retention marketing, owning initiatives that drive predictable revenue, customer lifetime value, and ongoing lifecycle improvements

What Success Looks Like

NECESSARY SKILLS

KICK OFF PERIOD

• Be willing to put in the hard work required and be hungry enough to go through the kick off.
• Being ready and prepared for this to be the hardest job you have ever worked, as you would fundamentally develop a high-leverage new skill.
• The ability to take feedback and implement it fast.
• Finish the work to the fullest with quality and on time.
• Perseverance.
• Remember and learn from the repetitive doing of the exercises.

ONBOARDING

• Align with the team and contribute to the team called Brain Trust for Ideas across clients.
• Manage, align & work with the team members of your pod including Growth strategist, Meta/Google/Channel Media Buyer and Creative Strategist.
• Ability to organize, prioritize, and manage multiple tasks with great attention to detail.
• Upkeep of data integrity of your clients across Statlas and other tracking tools.
• Be responsible for the execution of the Prophit system for your clients
• Building an Email Forecast for your clients
  • Utilizing a Growth map using the Prophet System
  • Data Analysis required during analysis of past campaigns and flows etc
  • Marketing calendar alignment and upkeep with clients
• The Monthly Execution and Actualisation vs the Forecast.
  • You make tactical deconstructions and actualize the projections each month, and determine additional resources required to meet KPIs.
• Combine data analysis and feedback from clients to develop strategic plans for the future.
• When it's time to pivot you are among the first early adopters
• Take a lead in situations that present any obstacle to execution.
• An insatiable curiosity, and an inability to leave a problem alone until you've found one or many different potential solutions.
• Responsible for the implementation of CTC's Email and SMS best practices
• Leverage tools like memberships, subscriptions, loyalty programs, popups, quizzes, cart drawers, post-purchase upsell tools, direct mail and more, to impact retention metrics.
• Upkeep and management of our ideologies and processes throughout the account.
• Monitoring active campaigns, and deploying additional resources, or updating strategy to ensure the best possible chance of hitting the Projected Targets.
• Implementing tests in your accounts in an effort to beat your best-performing campaigns.

ENSURING AND HOLDING THE STANDARD OF QUALITY OF WORK

• Ensuring deliverables are on-brand 100% of the time, in collaboration with designers and copywriters.
• Ensuring that automations, campaigns and any other retention tool has the correct technical setups and work in tandem to achieve desired business outcomes
• Ensuring alignment with the client vs the forecast & strategy
• Ensuring above benchmark client satisfaction rate feedback
• Ensuring following the Prophit system execution to 100% within the timeline required.
• Ensuring all the work is delivered based on the timeline assigned with optimal quality & attention to detail.

Client Communication

• You are a champion of communication, ensuring the client is aligned on Retention goals aligned with revenue goals on the Growth Map and next steps, while making sure everybody on your team has clarity on what is required with exact deadlines.
• Responsible for sending daily performance updates to the client
• Ensure alignment across Strategy and Forecast with the client for every week of the month.
• Providing weekly updates via Slack.
• Report where required, collaborating with Growth Strategists and Media Buyers.
  
  

CONTRIBUTING BACK

• Contributing your learnings back to the system for feedback and continuous improvement.
• Contributing & collaborating in ideas and learning across teams.
• Contributing to ideas and learning in future company content production.

NEXT-LEVEL SKILLS

Communication Skills

• Fluent in English, with a proven ability to communicate persuasively and present ideas clearly to various stakeholders.
• Skilled in crafting thoughtful, empathetic client messaging that resonates, demonstrating a high level of emotional intelligence.
• Strong presentation skills, capable of delivering compelling presentations that drive engagement and decision-making.

Great Data Analysis skills

• Strong raw talent for data analysis, with an eagerness to learn and improve.
• Familiarity with data tools, including Google Sheets, with the flexibility to develop advanced skills through on-the-job experience.

Past Experience 

• Historical expertise that compounds to bring a well-rounded perspective and adds value to the role.
• A breadth of experience from any of the multiple domains, including mathematics, data analytics, copywriting, email/sms marketing etc.

Critical Thinking 

• Ability to approach challenges with structured thinking, utilizing logical frameworks to effectively solve complex problems.
• Naturally adept at dissecting issues and proposing practical, impactful solutions.

Impact

• Passionate about e-commerce and eager to contribute to a high-performing team at the forefront of the industry.
• Highly motivated and hardworking, with a strong desire to learn, grow, and make a meaningful impact.
• Thrives in environments where they can see the direct results of their actions on the business, with a strong preference for roles that offer full accountability and autonomy.

Results 

You will merge the Retention, Growth and elements of finance to build a forecasted strategy to help the business achieve its goal.

• Achieve certification and confidence in our ideology by the end of training, enabling precise execution of the Prophit system to ensure top-quality results for clients.
• Consistently deliver high-accuracy performance of retention, far beyond the email/sms platform, referring to the Prophit system's Growth Map and Statlas.
• Lead and collaborate with your team to optimize productivity and maintain high-performance standards.
• Apply best practices in email and sms marketing to drive outstanding results, ensuring no one could achieve better outcomes in your role.
• Maintain client satisfaction levels above benchmark rates, aligning on forecasts to exceed client expectations.
• Adhere to rigorous quality standards in client feedback, forecasting, email production and execution.
• Meet all deadlines and retention requirements requirements, ensuring timely and on Target Performance.
• Contribute valuable ideas to team discussions and company-wide content, supporting growth and innovation.

DOMAIN

MANAGEMENT

• Your supervisor would be Josh Tay, The Director of Retention. 
• As a Lifecycle Marketing Strategist, you'll report directly to Josh — a leader known for challenging the norms of retention marketing and alignment with real business growth. Josh is known by his team, and all he’s worked with before, as someone who will make you level up in your thinking. Every team member has walked away being a better Lifecycle Marketing Strategist after working with Josh, that’s his promise to you, no matter if you’ve worked with him for 1 month, 1 year or 5 years

Working under Josh’s guidance will push you to your limits in the best possible way. He models the value of “do whatever it takes to be the absolute best”, and learning from him means you’ll level up in knowledge, perspective and precision. Josh is committed to personally ensuring you reach your full potential as a Lifecycle Marketing Strategist, supporting your journey every step of the way.

JOB SCOPE

• Oversee the profitable growth of retention channels, including but not limited to email, sms, direct mail, popups and push notifications. Where required, you may work within subscription, membership, loyalty programs and more.
• Write briefs and ensure the rest of the team is able to execute on it
• Complete reports with a high degree of accuracy, checking against multiple data points
• Analyse metrics and KPIs to measure the effectiveness of retention efforts, providing insights and recommendations for improvements, with Statlas and the Growth Map as your guide.
• Collaborate with design, content and any other relevant teams to create compelling and engaging email content, ensuring brand consistency and messaging alignment.
• Ensure the timely delivery of relevant deliverables (emails, sms etc), which includes effective internal project management and management of clients and their teams.
• Stay updated with industry trends, new features, and best practices in retention marketing to continuously optimize performance.
• This is a client-facing role. So you must be able to consult clients and solve business problems, far beyond the email platform.
• Prioritize the development of relational equity with your team and clients to foster lasting relationships for the continued growth of CTC and our client businesses.

WHAT’S IN IT FOR ME?

SALARY RANGE

• First 30 days – $1.5K (Part-time transition phase)

  • Give notice at your current job (if applicable)

  • Participate in daily training for the first 15 days

  • Shadow and support ongoing accounts during the next 15 days while preparing to take on your own clients

  Days 31–60 – $3K (Full-time start)

  • Transition to full-time

  • Begin managing your first 3 client accounts independently

  Days 61–90 – $4–5K + performance bonuses

  • Continue growing your portfolio

  • Earn bonuses based on hitting revenue targets

  •  Negotiate your term contract annually

This will depend on the amount of clients and the quality of work.

Growth, Transparency, and Fairness in Career Development

• Progress is Clearly Defined
  • Depends primarily on your experience with the system & quality of execution against it. Following a well-defined path for the first 12 months and how exactly you can grow to be promoted to the next level.
• Fairness and transparency are prioritized
  • Access a weekly performance dashboard to see exactly where you stand compared to team members on both objective and subjective metrics.
• Pay transparency is upheld for all team members
  • With consistent contract terms and a clear roadmap for increasing earnings, ensuring everyone understands the path to greater compensation. We will also talk monthly about how you can progress
• My Commitment to You:
  • You will work harder, learn more than ever before, and get recognized by the world for your expertise. You will gain a diverse skill set while actively contributing to the continuous development of new tools and improvements within our system. In doing so you will have an incredible opportunity for rapid career progression.
  • We will continue to provide you mentorship through every step of your development in the role and promotion from it. We will then continue to provide feedback against the expectation and evaluate against it.

Location & Environment

• Fully remote with the ability to pick your schedule.
• Embrace autonomy as a core value, with clear expectations, regular 1:1 feedback sessions, and measurable quality benchmarks to support personal growth. Exceptional work is recognized and rewarded, with weekly check-ins for accountability, ensuring you're consistently challenged and engaged with new opportunities daily.

RETENTION STRATEGIST

Our Mission is to be able to say - "Anyone in the World below $15M should fire their Agency tomorrow as nobody can beat this Value & Service at this Price"

We are seeking a Driven and Results-Oriented Retention Strategist to join our team.

The Retention Strategist at Common Thread Collective (CTC) plays a critical leadership role in guiding our clients toward sustainable and scalable growth. This position is all about owning ensuring revenue is delivered predictably for the business through retention marketing efforts —using data-backed insights to build forecasts, shape strategic direction, and ensure consistent performance delivery. At CTC, your expertise is invaluable, covering the elements of CTC's strategic forecasting methods and the foundational principles of retention marketing.

Your role isn't limited to email strategy—you're a key partner to our clients on Customer Retention. You proactively communicate the rationale behind our approach and connect the dots between forecasts and the emails/sms/direct mail etc that are sent out. That level of clarity builds confidence and deepens trust, ensuring our clients feel supported and understood every step of the way.

You stand as a zealous advocate and representative of CTC's unique approach to retention and its accompanying tools.

 As a Retention Strategist, you lead with precision and vision, ensuring that every initiative meets the highest standards of execution and effectiveness.

You thrive on challenges, take ownership of outcomes, and are committed to building, optimizing, and scaling high-performance marketing strategies. We embrace the mantra, "Everyday in Everyplay, Count on Me," meaning we take full responsibility, drive excellence, and always deliver results.

WHAT WE LOOK FOR

This place isn’t for everyone, but it might be for you if…

Our core values are the heart and soul of this incredible Company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

To give ourselves our best shot at accomplishing Our mission, we organize all of our decisions — from recruiting, to hiring, to raises, to promotions, to how we spend our time and money — in the direction of three committed values.

We recognize these values aren't for everyone.

They're challenging. In fact, they're so challenging, that's why we invest so much in supporting our team and why we tend to attract people who are craving the opportunity to do more at work than get a paycheck. We're looking for those who are interested in making their work significant.

AUTODIDACT

• Naturally curious and an autodidact, able to absorb information quickly and effectively, like osmosis. Your commitment to learning sets you apart, absorbing information swiftly and more effectively than your peers.
• Your openness to both offer and embrace feedback as an opportunity for growth and implement it proactively, without needing constant direction.
• Demonstrates resourcefulness, and independently refine your skills without being prompted.
• Thrives in a self-managed environment, showing autonomy, initiative, and a commitment to continuous improvement and not requiring task lists built by their managers and constant oversight.

UNIMPEACHABLE CHARACTER

• Embodies a character that inspires pride in both personal and professional associations.
• Consistently honest, with the courage to acknowledge and communicate hard truths, and the humility to accept them, even when uncomfortable, and never lie in any situation.
• Displays a high level of self-awareness, taking full ownership of outcomes without resorting to a victim mindset.
• Values constructive feedback and integrates it, understanding nothing great is built without feedback.

COMPETITIVE GREATNESS

• Performs at their best when it matters most, The Enjoyment of Hard Challenges.
• Demonstrates an unyielding determination to get things done, regardless of obstacles, time constraints, skills needed, or resources.
• Adapts to changing circumstances, recognizing that true success is about not just meeting, but exceeding what is required.
• Possesses a deep passion for their work, using creativity and resilience to overcome any hurdle.

Minimum Experience Requirement  

• At least 2 years of hands-on experience in email and SMS marketing, with proven execution across campaigns, automations, segmentation, and optimization.

• A minimum of 2 years of experience in retention marketing, owning initiatives that drive predictable revenue, customer lifetime value, and ongoing lifecycle improvements.

What Success Looks Like

NECESSARY SKILLS

KICK OFF PERIOD

• Be willing to put in the hard work required and be hungry enough to go through the kick off.
• Being ready and prepared for this to be the hardest job you have ever worked, as you would fundamentally develop a high-leverage new skill.
• The ability to take feedback and implement it fast.
• Finish the work to the fullest with quality and on time.
• Perseverance.
• Remember and learn from the repetitive doing of the exercises.

ONBOARDING

• Align with the team and contribute to the team called Brain Trust for Ideas across clients.
• Manage, align & work with the team members of your pod including Growth strategist, Meta/Google/Channel Media Buyer and Creative Strategist.
• Ability to organize, prioritize, and manage multiple tasks with great attention to detail.
• Upkeep of data integrity of your clients across Statlas and other tracking tools.
• Be responsible for the execution of the Prophit system for your clients
• Building an Email Forecast for your clients
  • Utilizing a Growth map using the Prophet System
  • Data Analysis required during analysis of past campaigns and flows etc
  • Marketing calendar alignment and upkeep with clients
• The Monthly Execution and Actualisation vs the Forecast.
  • You make tactical deconstructions and actualize the projections each month, and determine additional resources required to meet KPIs.
• Combine data analysis and feedback from clients to develop strategic plans for the future.
• When it's time to pivot you are among the first early adopters
• Take a lead in situations that present any obstacle to execution.
• An insatiable curiosity, and an inability to leave a problem alone until you've found one or many different potential solutions.
• Responsible for the implementation of CTC's Email and SMS best practices
• Leverage tools like memberships, subscriptions, loyalty programs, popups, quizzes, cart drawers, post-purchase upsell tools, direct mail and more, to impact retention metrics.
• Upkeep and management of our ideologies and processes throughout the account.
• Monitoring active campaigns, and deploying additional resources, or updating strategy to ensure the best possible chance of hitting the Projected Targets.
• Implementing tests in your accounts in an effort to beat your best-performing campaigns.

ENSURING AND HOLDING THE STANDARD OF QUALITY OF WORK

• Ensuring deliverables are on-brand 100% of the time, in collaboration with designers and copywriters.
• Ensuring that automations, campaigns and any other retention tool has the correct technical setups and work in tandem to achieve desired business outcomes
• Ensuring alignment with the client vs the forecast & strategy
• Ensuring above benchmark client satisfaction rate feedback
• Ensuring following the Prophit system execution to 100% within the timeline required.
• Ensuring all the work is delivered based on the timeline assigned with optimal quality & attention to detail.

Client Communication

• You are a champion of communication, ensuring the client is aligned on Retention goals aligned with revenue goals on the Growth Map and next steps, while making sure everybody on your team has clarity on what is required with exact deadlines.
• Responsible for sending daily performance updates to the client
• Ensure alignment across Strategy and Forecast with the client for every week of the month.
• Providing weekly updates via Slack.
• Report where required, collaborating with Growth Strategists and Media Buyers.
  
  

CONTRIBUTING BACK

• Contributing your learnings back to the system for feedback and continuous improvement.
• Contributing & collaborating in ideas and learning across teams.
• Contributing to ideas and learning in future company content production.

NEXT-LEVEL SKILLS

Communication Skills

• Fluent in English, with a proven ability to communicate persuasively and present ideas clearly to various stakeholders.
• Skilled in crafting thoughtful, empathetic client messaging that resonates, demonstrating a high level of emotional intelligence.
• Strong presentation skills, capable of delivering compelling presentations that drive engagement and decision-making.

Great Data Analysis skills

• Strong raw talent for data analysis, with an eagerness to learn and improve.
• Familiarity with data tools, including Google Sheets, with the flexibility to develop advanced skills through on-the-job experience.

Past Experience 

• Historical expertise that compounds to bring a well-rounded perspective and adds value to the role.
• A breadth of experience from any of the multiple domains, including mathematics, data analytics, copywriting, email/sms marketing etc.

Critical Thinking 

• Ability to approach challenges with structured thinking, utilizing logical frameworks to effectively solve complex problems.
• Naturally adept at dissecting issues and proposing practical, impactful solutions.

Impact

• Passionate about e-commerce and eager to contribute to a high-performing team at the forefront of the industry.
• Highly motivated and hardworking, with a strong desire to learn, grow, and make a meaningful impact.
• Thrives in environments where they can see the direct results of their actions on the business, with a strong preference for roles that offer full accountability and autonomy.

Results 

You will merge the Retention, Growth and elements of finance to build a forecasted strategy to help the business achieve its goal.

• Achieve certification and confidence in our ideology by the end of training, enabling precise execution of the Prophit system to ensure top-quality results for clients.
• Consistently deliver high-accuracy performance of retention, far beyond the email/sms platform, referring to the Prophit system's Growth Map and Statlas.
• Lead and collaborate with your team to optimize productivity and maintain high-performance standards.
• Apply best practices in email and sms marketing to drive outstanding results, ensuring no one could achieve better outcomes in your role.
• Maintain client satisfaction levels above benchmark rates, aligning on forecasts to exceed client expectations.
• Adhere to rigorous quality standards in client feedback, forecasting, email production and execution.
• Meet all deadlines and retention requirements requirements, ensuring timely and on Target Performance.
• Contribute valuable ideas to team discussions and company-wide content, supporting growth and innovation.

DOMAIN

MANAGEMENT

• Your supervisor would be Josh Tay, The Director of Retention. 
• As a Retention Strategist, you'll report directly to Josh — a leader known for challenging the norms of retention marketing and alignment with real business growth. Josh is known by his team, and all he’s worked with before, as someone who will make you level up in your thinking. Every team member has walked away being a better retention strategist after working with Josh, that’s his promise to you, no matter if you’ve worked with him for 1 month, 1 year or 5 years

Working under Josh’s guidance will push you to your limits in the best possible way. He models the value of “do whatever it takes to be the absolute best”, and learning from him means you’ll level up in knowledge, perspective and precision. Josh is committed to personally ensuring you reach your full potential as a Retention Strategist, supporting your journey every step of the way.

JOB SCOPE

• Oversee the profitable growth of retention channels, including but not limited to email, sms, direct mail, popups and push notifications. Where required, you may work within subscription, membership, loyalty programs and more.
• Write briefs and ensure the rest of the team is able to execute on it
• Complete reports with a high degree of accuracy, checking against multiple data points
• Analyse metrics and KPIs to measure the effectiveness of retention efforts, providing insights and recommendations for improvements, with Statlas and the Growth Map as your guide.
• Collaborate with design, content and any other relevant teams to create compelling and engaging email content, ensuring brand consistency and messaging alignment.
• Ensure the timely delivery of relevant deliverables (emails, sms etc), which includes effective internal project management and management of clients and their teams.
• Stay updated with industry trends, new features, and best practices in retention marketing to continuously optimize performance.
• This is a client-facing role. So you must be able to consult clients and solve business problems, far beyond the email platform.
• Prioritize the development of relational equity with your team and clients to foster lasting relationships for the continued growth of CTC and our client businesses.

WHAT’S IN IT FOR ME?

SALARY RANGE

• First 30 days – $1.5K (Part-time transition phase)

  • Give notice at your current job (if applicable)

  • Participate in daily training for the first 15 days

  • Shadow and support ongoing accounts during the next 15 days while preparing to take on your own clients

  Days 31–60 – $3K (Full-time start)

  • Transition to full-time

  • Begin managing your first 3 client accounts independently

  Days 61–90 – $4–5K + performance bonuses

  • Continue growing your portfolio

  • Earn bonuses based on hitting revenue targets

  •  Negotiate your term contract annually

This will depend on the amount of clients and the quality of work.

Growth, Transparency, and Fairness in Career Development

• Progress is Clearly Defined
  • Depends primarily on your experience with the system & quality of execution against it. Following a well-defined path for the first 12 months and how exactly you can grow to be promoted to the next level.
• Fairness and transparency are prioritized
  • Access a weekly performance dashboard to see exactly where you stand compared to team members on both objective and subjective metrics.
• Pay transparency is upheld for all team members
  • With consistent contract terms and a clear roadmap for increasing earnings, ensuring everyone understands the path to greater compensation. We will also talk monthly about how you can progress
• My Commitment to You:
  • You will work harder, learn more than ever before, and get recognized by the world for your expertise. You will gain a diverse skill set while actively contributing to the continuous development of new tools and improvements within our system. In doing so you will have an incredible opportunity for rapid career progression.
  • We will continue to provide you mentorship through every step of your development in the role and promotion from it. We will then continue to provide feedback against the expectation and evaluate against it.

Location & Environment

• Fully remote with the ability to pick your schedule.
• Embrace autonomy as a core value, with clear expectations, regular 1:1 feedback sessions, and measurable quality benchmarks to support personal growth. Exceptional work is recognized and rewarded, with weekly check-ins for accountability, ensuring you're consistently challenged and engaged with new opportunities daily.

Join Our Team of Elite In-Home Personal Trainers - Empower Lives through Fitness!

BENEFITS/PERKS

• Work-life balance: Design your own schedule and choose the clients you prefer to work with.
• Freedom to succeed: No non-compete agreements, giving you the flexibility to work where and when you want.
• Competitive rates: Earn $25 to $45 per hour, rewarding your skills and dedication.
• Bonuses and rewards: Enjoy retention bonuses, client referral bonuses, and trainer referral bonuses.
• Liability insurance: Your safety and peace of mind are our priority, with comprehensive coverage through the Svetness General Liability policy.
• Customer support team: Focus 100% on your clients' goals while our dedicated concierge handles client requests and scheduling changes.
• Education and growth: Access free ongoing education resources, including live education webinars, and receive ongoing manager support to elevate your expertise.
• Fitness equipment discounts: Enjoy a 30% discount on fitness equipment to enhance your training programs.
• Partner programs: Access to discounts to your favorite lifestyle brands (Meal Prep, Supplements, etc)
• Warm client base: We bring clients directly to you, eliminating the need for selling or marketing efforts.
• Svetness App: Utilize our free app to easily track client progress, manage communications, and enter measurements seamlessly.

RESPONSIBILITIES

The Certified Personal Trainer will be responsible for providing one-on-one and couples personalized fitness instruction in person to clients at their home, apartment gym or outside while encouraging them to reach their fitness goals. Responsibilities are as follows:

• Customize client workout programs developed from the Initial Assessment
• Utilize the Svetness Fitness App for all client sessions, including programming & session notes
• Demonstrate each exercise and ensure client is performing correctly with or without modifications
• Conduct client Reassessments every 4-6 weeks
• Maintain client session appointments through Svetness scheduling software
• Able to provide a flexible schedule to accommodate client appointments
• Able to commute to and from client sessions up to 45 minutes

QUALIFICATIONS

• Certified Personal Trainer: Accredited by NCCA, DEAC, or NBFE.
• CPR/AED Certification: Ensure clients' safety with up-to-date CPR/AED training.
• Education and experience: High school diploma or GED equivalent and 1-3 years of personal training experience.
• Strong communication skills: Effectively communicate verbally, in writing, and technically.
• Knowledgeable in nutrition: Possess a basic understanding of nutrition and healthy living practices.
• Fitness expertise: Familiarity with a variety of exercise equipment and personal training methods.
• Physical ability: Capable of lifting, pushing, pulling up to 50 lbs. and performing athletic calisthenics duties.
• Requirements for this position include the possession of personal basic training equipment to effectively assist clients in achieving their goals. It is important to note that clients may not always have access to the necessary equipment.
• Reliable form of transportation

Join Our Team of Elite In-Home Personal Trainers - Empower Lives through Fitness!

BENEFITS/PERKS

• Work-life balance: Design your own schedule and choose the clients you prefer to work with.
• Freedom to succeed: No non-compete agreements, giving you the flexibility to work where and when you want.
• Competitive rates: Earn $25 to $45 per hour, rewarding your skills and dedication.
• Bonuses and rewards: Enjoy retention bonuses, client referral bonuses, and trainer referral bonuses.
• Liability insurance: Your safety and peace of mind are our priority, with comprehensive coverage through the Svetness General Liability policy.
• Customer support team: Focus 100% on your clients' goals while our dedicated concierge handles client requests and scheduling changes.
• Education and growth: Access free ongoing education resources, including live education webinars, and receive ongoing manager support to elevate your expertise.
• Fitness equipment discounts: Enjoy a 30% discount on fitness equipment to enhance your training programs.
• Partner programs: Access to discounts to your favorite lifestyle brands (Meal Prep, Supplements, etc)
• Warm client base: We bring clients directly to you, eliminating the need for selling or marketing efforts.
• Svetness App: Utilize our free app to easily track client progress, manage communications, and enter measurements seamlessly.

RESPONSIBILITIES

The Certified Personal Trainer will be responsible for providing one-on-one and couples personalized fitness instruction in person to clients at their home, apartment gym or outside while encouraging them to reach their fitness goals. Responsibilities are as follows:

• Customize client workout programs developed from the Initial Assessment
• Utilize the Svetness Fitness App for all client sessions, including programming & session notes
• Demonstrate each exercise and ensure client is performing correctly with or without modifications
• Conduct client Reassessments every 4-6 weeks
• Maintain client session appointments through Svetness scheduling software
• Able to provide a flexible schedule to accommodate client appointments
• Able to commute to and from client sessions up to 45 minutes

QUALIFICATIONS

• Certified Personal Trainer: Accredited by NCCA, DEAC, or NBFE.
• CPR/AED Certification: Ensure clients' safety with up-to-date CPR/AED training.
• Education and experience: High school diploma or GED equivalent and 1-3 years of personal training experience.
• Strong communication skills: Effectively communicate verbally, in writing, and technically.
• Knowledgeable in nutrition: Possess a basic understanding of nutrition and healthy living practices.
• Fitness expertise: Familiarity with a variety of exercise equipment and personal training methods.
• Physical ability: Capable of lifting, pushing, pulling up to 50 lbs. and performing athletic calisthenics duties.
• Requirements for this position include the possession of personal basic training equipment to effectively assist clients in achieving their goals. It is important to note that clients may not always have access to the necessary equipment.
• Reliable form of transportation