At Counterpart Health, we are transforming healthcare and improving patient care with our innovative primary care tool, Counterpart Assistant. By supporting Primary Care Physicians (PCPs), we are able to deliver improved outcomes to our patients at a lower cost through early diagnosis and longitudinal care management of chronic conditions.

The Senior Manager of Operations, Provider Success (South) is the regional leader accountable for executing Counterpart’s national provider success strategy across the South region. This role owns provider relationships, team performance, and market-level outcomes, ensuring national standards are delivered effectively while adapting execution to local market dynamics.

This role owns results in-region and serves as the primary escalation point for market-specific provider needs.

As Senior Manager of Operations you will: 

Execute Provider Success Strategy

• Execute the national provider success strategy to achieve regional performance goals.
• Own regional outcomes, including provider satisfaction, engagement, retention, and issue resolution.
• Drive increased adoption and sustained use of Counterpart Assistant across assigned markets.
• Apply national playbooks and workflows while tailoring execution to local provider and market needs.

Lead Regional Teams and Provider Relationships

• Lead, coach, and develop regional provider success teams, including Regional Directors of Operations and Account Managers.
• Build and maintain executive-level relationships with key provider partners.
• Coach teams to define account-level tactics, prioritize daily work, and deliver against regional goals.
• Own regional staffing, prioritization, and resource allocation decisions.

Drive Market Execution & Feedback

• Identify workflow, implementation, and operational barriers unique to individual practices or markets.
• Develop and execute local tactics to remove blockers and improve provider experience.
• Monitor regional performance trends, risks, and opportunities.
• Escalate systemic issues and insights to national leadership for enterprise-level resolution.
• Partner with regional Clinical, Network, Growth, and Operations leaders to ensure coordinated execution.

Success in this role looks like: 

• Strong provider relationships and measurable improvements in provider satisfaction across the region.
• Consistent execution of national provider success standards with effective local adaptation.
• Increased adoption and value realization of Counterpart Assistant in regional markets.
• High-performing, well-coached regional teams with clear priorities and accountability.
• Timely identification and resolution of market-specific barriers impacting provider success.

You should get in touch if: 

• Bachelor’s degree in Healthcare Administration, Business, Public Health, or related field (Master’s preferred).
• 8–10+ years of progressive experience in healthcare operations, provider operations, or value-based care programs.
• 4+ years experience in Medicare Advantage, ACOs, or other risk-bearing health plan models.
• Demonstrated experience defining and guiding account-level strategy for provider-facing or field-based teams.
• Strong experience in operational design, process improvement, and change management.
• Proven experience leading and influencing both direct and indirect teams.
• Experience working with and influencing Primary Care providers.

Preferred Qualifications

• Experience supporting multi-state provider operations.
• Strong analytical skills to guide market-level decisions.
• Experience partnering with technology or product teams on tools supporting field execution.

Benefits Overview: 

• Financial Well-Being: Our commitment to attracting and retaining top talent begins with a competitive base salary and equity opportunities. Additionally, we offer a performance-based bonus program, 401k matching, and regular compensation reviews to recognize and reward exceptional contributions.
• Physical Well-Being: We prioritize the health and well-being of our employees and their families by providing comprehensive medical, dental, and vision coverage. Your health matters to us, and we invest in ensuring you have access to quality healthcare.
• Mental Well-Being: We understand the importance of mental health in fostering productivity and maintaining work-life balance. To support this, we offer initiatives such as No-Meeting Fridays, monthly company holidays, access to mental health resources, and a generous flexible time-off policy. Additionally, we embrace a remote-first culture that supports collaboration and flexibility, allowing our team members to thrive from any location. 
• Professional Development: Developing internal talent is a priority for Clover. We offer learning programs, mentorship, professional development funding, and regular performance feedback and reviews.

Additional Perks:

• Employee Stock Purchase Plan (ESPP) offering discounted equity opportunities
• Reimbursement for office setup expenses
• Monthly cell phone & internet stipend
• Remote-first culture, enabling collaboration with global teams
• Paid parental leave for all new parents
• And much more!

About Counterpart Health: In 2018, Clover Health set out to do something unprecedented: build a clinically intuitive, AI-enabled solution that fits within physicians' workflows to help support the earlier diagnosis and management of chronic conditions.

Years later, that vision is a reality, with thousands of practitioners using Counterpart Assistant during patient visits to improve disease management, reduce medical expenses, and drive success in value-based care.

With an exceptional team of value-based care and technology experts, Counterpart Health is driving value-based care at the speed of software.

Counterpart Health is a subsidiary of Clover Health. From Clover’s inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees are people with different strengths, experiences, perspectives, opinions, and backgrounds, who share a passion for improving people's lives. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employee’s points of view are key to our success, and inclusion is everyone's responsibility.

#LI-Remote

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an E-Verify company.

Reports to: Account Manager/Account Executive or Sales Leader

Location: Fort Worth, TX

FLSA Status: Exempt

Note: This posting is for current Engineering Students with anticipated graduation dates of December 2025 or May 2026. 

The Opportunity

This is an entry-level role learning all aspects of Texas AirSystems products and systems to estimate and manage projects. As the Project Engineer, this individual will be responsible for coordinating submittals, equipment selection, pricing and ship dates for each project. Must be detail and customer service oriented and have excellent organizational skills.  Position requires a high level of oral and written correspondence with the Sales Team, Customers and Manufacturers to ensure timely completion of assigned projects while maintaining customer satisfaction. Must be able to work well with others in a fast-paced & high-volume environment.

Responsibilities

• Create and maintain job files for each project throughout its duration
• Optimize the project through the stages of product selection, specifications, plans, estimates, proposals, value engineering and redesigns
• Manage multiple projects on an ongoing basis
• Communicate with owners, architects, MEP Consultants and General, Mechanical and Electrical Contractors
• Organize project related data for order entry
• Respond to and track IOM & Submittal requests
• Read, understand and interpret building plans & specifications
• Develop and grow relationships with customers, contractors, project engineers and manufacturers
• Determine project requirements, constraints, and sales team responsibilities to meet all of the customer’s system design, installation and maintenance expectations
• Investigate concerns, implement corrective action and communicate with customers and co-workers as necessary to maximize customer satisfaction

The Required Profile

• Bachelor’s degree in engineering
• Working knowledge of MEP consulting, architecture, design, CAD, general contracting, mechanical contracting, engineering or construction industry a plus
• Ability to prioritize, multi-task, deal with ambiguity and manage high volume projects
• Strong PC skills in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook

Other Skills/Abilities

Strategic Skills 

Ability to learn new skills and knowledge. Ability to understand concepts and complexity comfortably.  Open to change and will try anything to find solutions.  Able to handle uncertainty and make decisions without knowing the whole story

Operating Skills

Ability to discern between tasks to determine how best to accomplish goals and organize task/people assignments to get results in a timely way. Ability to figure out processes and simplify them in order to maximize work flow.

Behavior Skills 

Ability to manage people and situations when conflicts arise.  Ability to seize opportunities with the drive to complete goals. 

Personal and Interpersonal Skills

Ability to establish and grow relationships with customers through effective verbal and written communication.  Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners. Able to solve problems and skillfully negotiate with a minimum of noise while managing stress.  Demonstrates integrity and trust through appropriate directness and truthfulness.  Ability to understand personal strengths and weaknesses, seek feedback and improve upon shortcomings. 

Environmental Requirements

Will be required to work in an office environment and frequently in the field.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

*** We are hiring multiple outside sales reps in many cities across MST such as: Denver, Boulder, Colorado Springs, Fort Collins, Colorado. Helena, Bozeman, Big Sky, Montana. Santa Fe, Albuquerque. New Mexico. Cheyenne, Jackson, Wyoming. Pheonix, Tucson, Scottsdale, Arizona. Boise, Meridian, Idaho. Las Vegas, Reno, Nevada. Kansas City, Wichita, Overland Park, Topeka, Kansas. Salt Lake City, Provo, West Valley City, Utah. ***

Who we are:

We dream big. We love food. We’re building the next generation of marketing software and our mission is to help the lifeblood of our communities, small businesses, specifically local restaurants and bars.

Launched in 2015, SpotHopper has quickly become the leading all-in-one marketing and operations platform for in-house teams to use at bars and restaurants. We work with nearly 15,000 restaurants and are one of the fastest growing tech companies in the country.

SpotHopper's all-in-one marketing and operation technology helps independent restaurants tackle the challenges they face online from one easy-to-use platform, saving them time and money. The industry-leading solution enables operators to elevate their online image, increase exposure, bring in more customers, attract more qualified employees, and keep up with national chains.

Who we are looking for:

• Results and goal oriented individuals with a competitive hunter mindset
• Growth minded
• Thrive when given freedom and autonomy
• Proven track record of exceeding your quota in a high velocity environment, please include quotas/ KPIs, quota attainment, and any achievements (president club, summit club, highest sales of the year, etc.) on your resume
• Passionate about food and people
• Go-getter mentality with ability to innovate and get things done
• Enjoy working collaboratively with management and other team members throughout the sales process
• Confident go getters who are not afraid to pick up the phone or drop in the restaurant to speak with prospective clients
• Dedicated to contributing to the growth of your community and the SpotHopper brand
• Those who have worked in the service industry before, please include this on your resume

What you’ll do:

• At SpotHopper we have two amazing opportunities to join our sales team depending on your experience. For those who have less than 2 years of B2B hunting experience in the tech/ SaaS, the Jr Account Executive is the perfect fit for you! This role was specifically created to be a 6 month ramp period to get you ready to jump into the full Account Executive role. Jr Account Executives do all the same duties as a full Account Executive but at a reduced rate and additional training to allow time to fully learn SpotHoppers products and processes.
• The full Account Executive position is perfect for those who have experience in sales, specifically in SaaS, marketing, full cycle, hunter oriented roles that incorporates cold outreach. Full AE start their time with SpotHopper world class training process and then quickly jump into the field, meeting with owners, and making sales.
• Both roles have full progression paths built in as well as endless opportunities to move into management, training, and new roles that open within the company.
• Own the full cycle, from cold outreach to close
• Work closely with our amazing Customer Success team as they handle the majority of the post sale work
• Focus on bringing new business, selling to locally owned bars and restaurants using a consultative approach
• Meet with restaurant owners demonstrating the SpotHopper platform and all our offerings, working with them to fill their needs
• Hold 1-4 meetings per day with restaurant owners
• We have both an Inside and Outside Sales team. Depending on your background and location, we can discuss the best fit for you and our team.

What we offer:

• Compensation when starting first as a Jr AE- $75- 85k OTE (Base $50-60K)
• Once you move into the full AE role, typically in 6 months or less, you get bumped to the AE compensation structure
• Compensation when starting as a full Account Executive: year one $100-120k OTE (Base $60-75k)
• Many of our full AEs are in the $150-$200k+ range by year two.
• Performance based equity options
• Monthly stipend for operational expenses
• Healthcare, vision, dental, and life insurance
• 401K matching
• Unlimited time off
• Flexible hours and ability to do much of your work from home
• All sales reps receive a monthly stipend to spend on any and all local restaurants. We want our employees to be experts in the service industry and their market, and continue to help these small businesses any way we can.
• Jr AE receive $300 per month
• Full AE receive $500 per month

What You'll Do

Commercial Lines Insurance Account Specialists at IMA are the backbone of a highly collaborate and dynamic service team. 
 
Responsibilities may 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.
•    Provides support to the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate comparisons, processes audits on expired and/or non-renewed policies and other special requests.
•    Interact with clients (written or verbal) regarding special program needs and new assignments.
•    Understand and deliver on unique client expectations within book of business.
•    Temporarily back up AM as needed. Clients should not feel a gap in service knowledge.
•    Ability to problem-solve and suggest proactive solutions to AM and AE.
•    Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation.
•    Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property.
•    Utilizes the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
•    Controls industry specific reporting (well reporting, builder's risk, etc.)
•    Reviews certificate of insurance requests & provides direction to COE related to invoicing allocations, surplus lines, policy processing, master COIs, and client specific instructions for customized Auto ID cards, billings, etc.
•    Other general tasks include endorsement processing & billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested.
•    Ability to work independently, lead project special assignments.
•    Supports as needed in special client projects

You Should Have

• Applicable experience required with Construction experience preferred
• Property & Casualty license strongly preferred; candidates must obtain within 90 days if not currently licensed
• Attention to detail & ability to work within AMS and maintain data completeness standards
• Project / time management skills to manage multiple priorities and to keep processes moving from start to finish
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

#LI-TC1

IMA's National Real Estate group is seeking an Account Specialist to join our growing team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.

Responsibilities include, but are not limited to: 

• Interact with clients regarding special program needs and new assignments
• Understand and deliver on unique client expectations within book of business
• Temporarily back up Account Manager as needed
• Problem-solve and suggest proactive solutions to Account Manager and Account Executive 
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property
• Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Control industry specific reporting (well reporting, builder's risk, etc.)
• Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc.
• Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested
• Support as needed in special client projects
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences:

• 3+ years of applicable experience required
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

The anticipated timeline of this posting is 04/27/2026-05/27/2026.

#LI-AG1

Location: This role requires working onsite at our Innovation Center in Forth Worth, TX, at least 50% of the time. 

Role Description: 

The Principal Merchant Success Manager plays a critical role in managing and scaling ShipBob’s most strategic merchant partnerships. Sitting at the intersection of account management, operations, and program leadership, this role blends on-site fulfillment expertise with executive-level relationship management to generate long-term success for both ShipBob and our merchants. This role reports to the Director, Merchant Success. This role will:

• Act as the program lead for assigned top merchants, building and running success frameworks that align operational performance with strategic growth goals.
• Partner directly with ShipBob’s fulfillment center teams to ensure processes, SLAs, and escalations are managed with speed and accountability.
• Oversee cross-functional initiatives spanning Success, Operations, Product, and Finance to deliver scalable solutions for complex merchant needs.
• Serve as a trusted advisor to executive stakeholders at both ShipBob and the merchant, ensuring visibility into performance, risks, and opportunities.

Success for this role is measured by the ability to build robust operating rhythms, resolve escalations through on-site leadership, and deliver expansion outcomes across domestic and international growth.

What you’ll do:  

• Serve as the primary program owner for top enterprise merchants, ensuring both day-to-day performance and long-term strategy.
• Split time between fulfillment centers and remote work to balance on-site execution with strategic planning.
• Conduct regular business reviews (on-site and virtual) to provide performance updates, align on goals, and strengthen partnerships.
• Partner with Operations leaders on-site to track KPIs, implement process improvements, and resolve escalations quickly.
• Oversee cross-functional initiatives that may include network expansion, process pilots, system enhancements, and cost-optimization projects.
• Inspire executive-level engagement by building trusted relationships and presenting performance insights and strategic opportunities.
• Serve as a liaison between merchants and fulfillment center leadership, translating merchant needs into operational action plans.
• Develop playbooks, SOPs, and reporting frameworks to standardize merchant program delivery across the portfolio.
• Comply to all food safety and compliance policies and regulations. 
• Additional duties and responsibilities as necessary

What you’ll bring to the table:

• 8+ years of experience in account management or program management in a supply chain/logistics role.
• Direct project management experience, certifications, and training is a bonus.
• On-site fulfillment or warehouse operations experience, with ability to partner effectively with front-line and leadership teams.
• Established history of managing enterprise-level clients and building executive-level relationships.
• Solid ability to run cross-functional projects through ambiguity, influencing without direct authority and entrepreneurial mindset.
• Business review and client-facing presentation experience at senior/executive levels.
• Demonstrated ability to resolve escalations and negotiate solutions under pressure.
• Demonstrated ability to communicate complex ideas clearly and persuasively, both in writing and verbally, while adapting style to diverse audiences including executives, cross-functional teams, and external partners.
• High proficiency with Microsoft Office Suite, reporting tools, and CRM platforms.
• Ability to work onsite at least 50% of the time at ShipBob's Innovation Center.

Perks & Benefits: 

• Medical, Dental, Vision & Basic Life Insurance
• Paid Maternity/Parental Leave Program
• Paid Holidays & Flexible Time Off Program
• Paid Sick Leave 
• Wellness Days (1 day/quarter)
• 401K Match 
• Comprehensive Benefits Package >>> https://www.shipbob.com/careers/
• See Our High-Performing Culture >>>Check us out on Instagram (@lifeatshipbob)

ShipBob believes in transparency while providing a competitive total compensation package with a pay for performance approach. We are targeting a salary range of $115,496 - $145,000 for this role. The full base pay range for this position in our compensation architecture is $115,496 - $192,493. In addition to base salary, this role includes the opportunity to be eligible for participation in the Company's discretionary bonus plan based on Company's plans and in accordance with Company’s policies. 

We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Dallas! This person will serve as the day-to-day contact for all client requests within an Energy book of business with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements. 

What You'll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Supports AE with new client onboarding
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

You Should Have

• Experience with a diversified client book of business preferred
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (depending on book of business & industry)
• Strong communication skills both written and verbal

#LI-JS1

SUMMARY

• This is a fully onsite role and will report into our office in Fort Worth, TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As an Account Executive, AKA "Strategic Growth Manager", you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

SUMMARY

• This is a fully onsite role and will report into our office in Fort Worth, TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As an Account Executive, AKA "Strategic Growth Manager", you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

After years of building an innovative POS platform for restaurateurs, Toast is expanding its offerings into other food and beverage concepts such as convenience stores, grocery stores, and bottle shops. This role will require a founder’s mindset as we grow Toast’s presence in this new vertical with a new offering: the Toast Retail platform. 

As a Retail Account Executive, you will be part of a founding team that is transforming the way convenience stores, grocery stores, and bottle shops operate. Using a consultative approach, you will prospect, build relationships, and sign up new accounts. By understanding their unique needs, you will develop a customized solution that helps their business thrive. We need your passion, sales expertise, and entrepreneurial spirit to help us build the Toast brand in an assigned geographic territory.

A day in the life (Responsibilities) 

• Use a consultative approach to prospect, build relationships, and sign up new convenience stores, grocery stores and bottle shops
• Generate lists of prospective convenience stores, grocery stores, and bottle shops and manage the entire sales cycle from initial call to close 
• Conduct demos and develop a solution that best meets the prospect’s needs 
• Partner with teams across the business to ensure that expectations set during the sales process are met in delivery 
• Leverage Salesforce (our CRM) to manage all sales activities 
• Understand the competitive landscape and determine how to best position Toast in the market

What you’ll need to thrive (Requirements)

• An entrepreneurial and feedback-driven mindset
• Strong communication, organizational, and presentation skills with the ability to sell and negotiate at all decision-making levels
• Proven track record of success in meeting and exceeding goals
• Ability to work in a fast-paced, entrepreneurial and team environment
• Self-motivated, creative, flexible, and willing to navigate ambiguity

Lives in or in proximity to market and willingness to travel 25% or more

What will help you stand out (Nonessential Skills/Nice to Haves)

• Retail operations experience

AI at Toast

At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it’s a core part of our culture.

Our Total Rewards Philosophy
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

We are seeking a Project Manager to join our Private Equity and M&A team! A focal point of the IMA Next growth strategy is the creation and development of industry vertical and product specialty practice areas.  Within the Private Equity and M&A specialty practice, IMA will align the IMA resources needed to deliver superior services tailored to meet the specific needs of private equity investors and corporate clients contemplating a merger or acquisition. This role leads the due diligence process from initial engagement through deal close, working with various departments across the IMA enterprise to complete and deliver the diligence report. 

Responsibilities include, but are not limited to:

• Support and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Independently access and analyze due diligence data site content: review, download, and organize due diligence matters; and distribute relevant information to internal teams and industry specialists for comprehensive analysis.
• Participate in client presentations and fund stewardship reports with minimal oversight.
• Maintain consistent, high-quality client services according to set expectations.
• With minimal oversight, conduct an overall evaluation of target company’s existing and historical insurance programs to determine adequacy of coverage and identify potential post-close needs.
• With minimal oversight, collaborate with product line specialists to assess transaction-specific exposures, analyze coverage, conduct actuarial assessments of self-funded costs, identify potential uninsured risks.
• Estimate pricing for recommended, transaction-specific, and post-close coverages.
• Evaluate and project estimated annual cost of risk for target-company’s insurance program.
• Work with IMA client advantage partners to identify insurance-related considerations (e.g. Claims, Risk Control, Legal).
• Ensure a smooth and thorough handoff to the IMA service team post-transaction.

Required skills and experiences:

• 5-7 years of professional insurance experience preferred.
• Property & Casualty (P&C) license (must be obtained within the first 3 months of hire).
• Basic understanding of the P&C insurance due diligence process.
• Foundational knowledge of the private equity sector and corporate acquisitions.
• Ability to assess the financial impact of P&C insurance in acquisition scenarios.
• Flexibility and responsiveness to meet the fact-paced demands of the private equity space.
• Some experience working with C-suite executives.
• Strong technical skills to support client service and deliverables.
• Proven ability to build and maintain strong relationships with clients, carriers, and partners.
• Bachelor’s degree required, advanced degree a plus.

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
• Responsibility for design and implementation of International Programs and CMPs
• Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
• Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
• Responsibility for completing the Global Risk Insurance Manuals on specified accounts
• Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
• Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
• Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
• Responds to and finalizes RFP requests
• Researches and understands international industry trends, product development, and government regulations globally
• Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5 to 10 years of similar or related experience
• Bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CIC and/or CPCU required
• Preferred: intermediate EPIC Applied Systems experience
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
• Moderate travel required (25-50%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Business Acumen
• Professionalism
• Building relationships
• Problem Solving
• Communicating

#LI-JS1

About ITS Logistics

Are you ready to unleash your potential and be a part of one of the fastest-growing, exciting logistics companies in the US? ITS Logistics is a premier Third-Party Logistics company that provides creative supply chain solutions. With the highest level of service, unmatched industry experience and work ethic, and a laser focus on innovation and technology–our purpose is to improve the quality of life by delivering excellence in everything we do.

At ITS, we invest in your personal and professional growth, providing the tools, resources, and support you need to unleash your full potential, collaborate with like-minded individuals, and seize limitless opportunities. By joining our all-star team, you will be part of an organization that values your unique skills and provides everything you need to go all-in on yourself, your teammates, and our clients.

We empower our team members to become champions in their fields by nurturing a culture built on honesty, adaptability, and commitment. Here, your directness and resilience are celebrated, and your willingness to hold yourself and others accountable to shared goals drives success. We believe that together, we can conquer any challenge and achieve remarkable victories.

Want to learn more about ITS Logistics? Check out our website! www.its4logistics.com

About the Position

The Director of Drayage & Intermodal plays a critical leadership role within the Brokerage Division, driving the growth and long-term success of ITS’s Drayage strategy. This position is responsible for expanding our Drayage Brokerage footprint, cultivating new customer relationships, and strengthening existing partnerships. As a strategic leader, the Director will shape the vision and roadmap of the Drayage Division, partnering closely with IT to implement efficiencies, introduce new processes, and ensure adoption of the latest technology across the team. While not directly managing day-to-day operations, the Director will guide overall Drayage Brokerage performance, ensuring alignment with company goals and long-term growth objectives.

 Principle Accountabilities:

• Foster a thriving team culture, upholding values and expectations to lead the Drayage division.
• Own revenue and margin goals; track pipeline, forecasts, and performance.
• Oversee pricing, service execution, and capacity planning to support growth.
• Align division strategy with company objectives and market trends.
• Establish and monitor KPIs for division performance.

• Drive sales growth by prospecting, closing, and expanding drayage accounts (importers, exporters, freight forwarders, BCOs).
• Build and maintain executive-level customer relationships, act as account lead for key clients.

• Lead customer onboarding, contract negotiations (RFPs, rate agreements), and billing audits to ensure accurate reporting and billing.

• Translate customer needs into operational solutions; oversee teams to ensure service quality.
• Deliver tailored presentations, proposals, and pricing; align on Scope of Work requirements with the customer.

• Partner with IT to enhance customer-facing technology and visibility tools.

• Determine ROI to submit business proposals for automation through a process improvement context.
• Resolve issues promptly and effectively.
• Provide cross-training and staffing coverage.
• Maintain departmental checklists for accountability.

About the requirements

The ideal candidate combines proven sales success with deep knowledge of port/rail drayage, customer requirements, and the competitive landscape of Drayage. Accustomed to working in a very fast paced environment and will be flexible in nature. Additional attributes we seek include:

• Bachelor’s degree in business administration, Supply Chain or related field preferred.
• Minimum 5-year leadership experience in logistics, transportation, supply chain or related field, in a high-growth environment.
• Excellent written and verbal communication skills.
• Service-oriented attitude.
• Ability to prioritize when faced with multiple projects with competing deadlines.
• Strong work ethic.

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
• With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
• preparation of submissions
• market searches
• presentations to underwriters
• communications to service team members including AE/Producers
• analysis of contracts and financial statements as necessary
• preparation of proposals
• Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
• Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
• Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
• Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
• Claims advocacy as needed on non-complex claims
• Reads and understands the basic components of a financial statement
• Reads, understands, and articulates the details of an organizational chart
• Knowledge of the ERS workflows and responsibilities
• Maintains EPIC integrity of data in accordance with workflow

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 4 to 7 years of experience in Executive Risk or Management Liability preferred
• Bachelor’s degree preferred or equivalent experience
• Technical education development (Management Liability Specific classes, designations, etc.)
• Intermediate Microsoft Office skills required
• Property & Casualty License required
• Written and verbal communication competencies required
• Critical:
• Tracks all tasks to applicable deadlines
• Handles high volume demands accurately with little lead time
• Responds timely and accurately

#LI-JS1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 2/13/2026-3/13/2026.

Purpose of Role

As MFFU seeks registration as an Introducing Broker (IB) and builds its own proprietary trading platform, the Head of Compliance will be responsible for ensuring that these initiatives meet all applicable legal and regulatory requirements. This includes navigating NFA registration processes, platform governance, and proactively embedding compliance into product development and customer onboarding processes.

Reporting to the Chief Operating Officer, the Head of Compliance will design, implement, and manage a comprehensive compliance management system that ensures adherence to applicable laws, rules, and industry standards. This leader will partner with executive management, product, trading operations, and risk teams to embed compliance into daily processes, enabling innovation while maintaining regulatory excellence.

This is a pivotal leadership role, responsible for developing compliance frameworks that support MFFU’s growth, maintain regulatory integrity, and protect traders, partners, and the firm.

Key Responsibilities

Compliance Leadership

• Lead the design and ongoing management of MFFU’s enterprise compliance program, including policies, monitoring, and reporting systems.
• Build and oversee a team responsible for operational compliance, AML/KYC, licensing, and risk governance.
• Ensure compliance with CFTC, NFA, and CME Group regulations and applicable futures and derivatives laws.
• Ensure compliance with know-your-customer (KYC), account supervision, risk disclosure, and segregation requirements applicable to IBs.
• Serve as the firm’s primary liaison with regulators, external auditors, and legal advisors.

Regulatory & Licensing Oversight

• Manage the firm’s registration and licensing obligations as an Introducing Broker, including NFA filings, annual renewals, and disclosures.
• Develop IB operational controls in coordination with partnered FCMs, including account reconciliation, customer complaint handling, and dispute resolution processes.
• Oversee partner relationships with FCMs, vendors, and service providers to ensure contractual and regulatory compliance.
• Maintain required reporting and recordkeeping frameworks, ensuring readiness for regulatory examinations.

Compliance Program Development

• Develop, implement, and maintain policies related to trade surveillance, data protection, risk management, and conflicts of interest.
• Establish robust AML/KYC procedures aligned with futures and brokerage operations.
• Collaborate with product and technology teams to embed “compliance by design” into platforms and workflows.
• Lead regular compliance training across all departments and promote a culture of integrity, accountability, and transparency.
• Serve as the compliance stakeholder in the development of MFFU’s proprietary trading platform, ensuring integration of:
• Trade surveillance systems
• Customer data protection and retention protocols
• Regulatory reporting (e.g., NFA/CFTC)
• Risk management controls, including pre-trade risk checks and margin controls
• Partner with engineering, UX, and product teams to implement compliance-by-design architecture and user flows for onboarding, trading, and account management.
• Develop compliance protocols for algorithmic and automated trading strategies, including flagging suspicious or manipulative trading behavior.
• Oversee cybersecurity compliance in accordance with NFA/CFTC guidance and future SEC/CISA expectations as platform matures.
• Develop and maintain a compliance risk register for new products or platform features, including emerging risks like digital assets, API access, and automated trading.

Monitoring & Governance

• Review and interpret regulatory changes, ensuring timely communication and adaptation within the firm.
• Conduct internal audits and testing to identify, assess, and remediate compliance risks.
• Report key compliance risks and trends to the COO, CEO, and Board of Directors.
• Oversee investigation and remediation of compliance issues, ensuring documentation and corrective action.

Qualifications

• Bachelor’s degree in Finance, Economics, Law, or related field required; advanced degree (JD, MBA, or LLM) preferred.
• 10+ years of experience in compliance, risk, or regulatory roles within a futures, brokerage, or fintech organization.
• Deep knowledge of CFTC, NFA, and CME Group rules, futures industry regulations, and Introducing Broker operations.
• Proven success in building or scaling compliance frameworks within a regulated or transitioning financial entity.
• Strong understanding of AML/KYC requirements, trade surveillance systems, and data governance.
• Experience collaborating with regulators, auditors, and executive teams in complex, fast-paced environments.
• Series 3 and/or Series 30 licenses (or ability to obtain within 120 days).

Preferred Experience

• Prior experience registering or operating an Introducing Broker, CTA, or FCM entity.
• Exposure to algorithmic trading or electronic market infrastructure.
• CAMS, CRCM, or FRM certification is a plus.
• Direct involvement in building or managing compliance for a proprietary trading or brokerage platform
• Understanding of market data feeds, exchange integration, and pre/post-trade analytics
• Familiarity with trading technology stacks such as FIX, WebSocket, or REST APIs
• Experience with compliance tools such as Actimize, NICE, Refinitiv, or similar surveillance systems