About the Role

We are seeking a hardworking, driven individual with superb energy, passion and experience driving new business acquisition in the State and Local (municipalities of 250k+ populace and city gov with 500k+ populace). This person will join a growing Public Sector Field Sales team and will cover the Kansas, Nebraska, and Missouri region. The Enterprise Account Executive will play an integral role in developing the territory and will focus on formulating and executing a sales strategy within an assigned territory, resulting in new customer acquisition and revenue growth.

With Verkada’s consistent year over year growth, now is the perfect time to join the sales team. This is an outstanding career option for an enthusiastic sales professional looking to further their career in a fast paced dynamic environment while also being part of a rapidly growing start-up.

This position reports to the Regional Sales Director (Enterprise, North Central - SLED).

What You'll Do

• Develop and Implement a comprehensive territory plan
• Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on net new business sales. This includes prospecting and outreach to new SLED business opportunities providing product demos, product trials, and strategic negotiations with customers and channel partners
• Meet or exceed individual targets and contribute to the overall team and company success. Proven ability to proactively penetrate new, untapped markets with greenfield accounts and achieve a quarterly quota of at least 1 qualified net new logo
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
• Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
• Drive business growth and enhance market presence through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events and market sector knowledge/intelligence 
• Gain an in-depth and detailed understanding of Verkada’s business and products to confidently sell to states, cities, counties, education agencies and special districts within your territory
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing and contractual agreements
• Provide account analysis, quarterly business reviews, and accurate revenue forecasts
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration

What You Bring

• 5-10+ years of quota-carrying software/hardware technology or channel sales with focus on building a greenfield territory and landing new business; 2+ years selling technical solutions or products to the Public Sector (SLED, Local Government, Municipalities) is a plus
• Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it) 
• Willingness to have a strong field presence multiple days per week; Must live in territory & willingness to travel up to 50% 
• Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing major accounts against incumbents 
• Customer-focused with extensive experience developing customer relationships within SLED accounts. This includes relationships with Government Agencies, Higher Education Institutions, Solutions Partners, and Resellers 
• Experience managing longer, complex sales cycles This includes navigating the complexity of multiple buying stakeholders and the nuances of government and education buying 
• Experience collaborating with an internal channel partner team to sell through and with channel partners is a plus
• Relevant software or hardware industry experience in any of the following domains; security software or hardware, computer networking and “how the internet works”, subscription, SaaS, or Cloud software is a plus
• Strong knowledge and execution of MEDDIC is highly preferred
• Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected 
• Intellectually curious High IQ, EQ and self-awareness
• Excellent communication skills (verbal and written) with peers, customers, and partners
• Thrive working in a fast paced dynamic environment with a strong sense of urgency
• BS/BA degree strongly preferred

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

About the Role

As a Channel Sales Manager, National Partners (Midwest) you'll be pivotal in scaling Verkada's reach and impact by developing and managing a network of high-performing LVARs (large value-added resellers). You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.

This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence nationally. 

What You’ll Do

In this role, you’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with channel partners. You’ll be responsible for building pipeline and generating net new business through reseller partners while executing a best-in-class channel strategy. Here’s what you’ll own:

• Drive Net New Pipeline: Proactively identify and generate pipeline with named strategic Large VARs. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
• Execute National Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
• Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
• Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
• Lead with Insight: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
• Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
• Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
• Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• Experience & Success: 5+ years of channel sales or partner management experience with a strong track record of building new business via Security Integrators or IT LVAR partners. Experience managing and growing partners: Sentinel, NTT, World Wide Technologies, AHEAD, or Marco Technologies is highly preferred.
• Recognition, such as President’s Club, is a plus.
• Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
• Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
• Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
• Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
• Midwest based (near a major city/airport): Must be open to 50% travel across the country.

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Fertility Stipend 
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

Build the Future with Us — EquipmentShare is Hiring a Financial Reporting Manager (SEC)

At EquipmentShare, we’re not just filling a role — we’re assembling the best team on the planet to build something that’s never been built before. We’re on a mission to transform an industry that’s been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares.

We’re hiring a Financial Reporting Manager (SEC) at our Corporate Headquarters in Columbia, MO, and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction. We are open to remote as long as you are drivable distance from Columbia and willing to travel to headquarters often. 

The SEC Financial Reporting Manager will lead the preparation and review of all SEC filings (10-K, 10-Q, 8-K, proxy), overseeing financial statements and MD&A. Ensures compliance with U.S. GAAP and SEC regulations. Manages external reporting, coordinates with external auditors and internal teams (accounting, legal, tax, FP&A), reviews earnings releases, drives process improvements, provides technical accounting guidance, and mentors the team.

Primary Responsibilities

• Lead the preparation and review of SEC filings, including Forms 10-K, 10-Q, 8-K, and proxy statements
• Oversee the drafting and review of financial statements, footnotes, and MD&A disclosures
• Ensure compliance with U.S. GAAP, SEC regulations, and internal accounting policies
• Manage the external reporting process, including coordination of timelines and deliverables
• Coordinate with external auditors during quarterly reviews and annual audits
• Collaborate with accounting, legal, tax, and FP&A teams to support disclosures and filings
• Review earnings releases and ensure accuracy and consistency of financial information
• Drive continuous improvement in SEC reporting processes, documentation, and controls
• Provide guidance on technical accounting matters and support implementation of new accounting standards
• Mentor and support development of accounting team members

Why EquipmentShare?

Because we do things differently — and we think you’ll feel it from day one. We’re a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn’t just run our business — it also makes your job easier, safer, and more connected. Whether you’re behind the wheel, under the hood, leading a branch, or closing deals — tech supports you, and you drive us forward.

We’re a team of problem-solvers, go-getters, and builders. And we’re looking for teammates who take pride in doing meaningful work and want to be part of building something special.

Perks & Benefits

• Competitive compensation
• Full medical, dental, and vision coverage for full-time employees
• Generous PTO + paid holidays
• 401(k) + company match
• Gym membership stipend + wellness programs (earn PTO and prizes!)
• Company events, food truck nights
• 16 hours of paid volunteer time per year — give back to the community you call home
• Career advancement, leadership training, and professional development opportunities

About You

You want to be part of a team that’s not just changing an industry for the sake of change — we’re transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you’re excited about the opportunity to grow within a fast-paced, mission-driven environment.

We’re looking for people who:

• See challenges as opportunities
• Embrace change and continuous improvement
• Bring energy, effort, and optimism every day

Skills & Qualifications 

• • Deep knowledge of U.S. GAAP and SEC reporting requirements
  • Extensive experience preparing and reviewing Forms 10-K and 10-Q
  • Strong technical accounting research and writing skills
  • Advanced Excel skills
  • Strong written and verbal communication skills for technical accounting and disclosures
  • Experience managing deadlines and coordinating across multiple stakeholders
  • Demonstrated leadership, project management, and problem-solving skills.

A Workplace For All

At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative — A Workplace For All — is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life.

We value different backgrounds, talents, and perspectives. We want you to feel like you belong here — because you do.

EquipmentShare is an EOE M/F/D/V.

Employment is contingent on passing a background check. Additionally, some roles require passing a drug test, depending on the job responsibilities.

Build the Future with Us — EquipmentShare is Hiring a Senior Accountant

At EquipmentShare, we’re not just filling a role — we’re assembling the best team on the planet to build something that’s never been built before. We’re on a mission to transform an industry that’s been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares.

We’re hiring a Senior Accountant at our Corporate Headquarters in Columbia, MO, and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction. EquipmentShare is searching for a Senior Accountant – Financial Reporting to assist with the preparation, review, and filing of the Company’s external financial statements in accordance with U.S. GAAP and SEC regulations. This role works closely with accounting, FP&A, legal, and external auditors to ensure timely, accurate, and compliant reporting.

Primary Responsibilities

• Prepare and review SEC filings, including Forms
• 10-K, 10-Q, 8-K, and proxy statements
• Draft and maintain financial statements, footnotes, and MD&A disclosures
• Ensure compliance with U.S. GAAP
• SEC regulations, and internal accounting policies
• Coordinate with external auditors during quarterly reviews and annual audits
• Collaborate with accounting, legal, tax, and FP&A teams to support disclosures and filings
• Assist with earnings release support and tie-out of financial information
• Continuously improve SEC reporting processes, documentation, and controls

Work with the team including Chief Accounting Officer, VP Corporate Controller, Financial Reporting Manager, on strategic initiatives and ad hoc projects.

Why EquipmentShare?

Because we do things differently — and we think you’ll feel it from day one. We’re a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn’t just run our business — it also makes your job easier, safer, and more connected. Whether you’re behind the wheel, under the hood, leading a branch, or closing deals — tech supports you, and you drive us forward.

We’re a team of problem-solvers, go-getters, and builders. And we’re looking for teammates who take pride in doing meaningful work and want to be part of building something special.

Perks & Benefits

• Competitive compensation
  
  
• Full medical, dental, and vision coverage for full-time employees
  
  
• Generous PTO + paid holidays
  
  
• 401(k) + company match
  
  
• Gym membership stipend + wellness programs (earn PTO and prizes!)
  
  
• Company events and food truck nights
  
  
• 16 hours of paid volunteer time per year — give back to the community you call home
  
  
• Career advancement, leadership training, and professional development opportunities

About You

You want to be part of a team that’s not just changing an industry for the sake of change — we’re transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you’re excited about the opportunity to grow within a fast-paced, mission-driven environment.

We’re looking for people who:

• See challenges as opportunities
  
  
• Embrace change and continuous improvement
  
  
• Bring energy, effort, and optimism every day

Skills & Qualifications 

• Strong knowledge of the U.S. GAAP and SEC reporting requirements
• Experience preparing or reviewing Forms 10-K and 10-Q
• Advanced Excel skills
• Strong written communication skills for technical accounting and disclosures

Education and Experience: 

• Bachelors or Masters degree in Accounting required.
• At least 4 years of accounting experience - financial reporting experience
• Public accounting experience, preferred. 
• CPA is preferred
• Experience with Workiva/Wdesk is preferred

Physical Requirements:

• Must be able to sit for prolonged periods at a desk and work on a computer.

A Workplace For All

At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative — A Workplace For All — is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life.

We value different backgrounds, talents, and perspectives. We want you to feel like you belong here — because you do.

EquipmentShare is an EOE M/F/D/V.

Employment is contingent on passing a background check. Additionally, some roles require passing a drug test, depending on the job responsibilities.

Position Summary

The Engineering Intern will support the Engineering and Maintenance teams by helping populate, validate, and organize data within the Computerized Maintenance Management System (CMMS). The intern will work closely with engineers, maintenance technicians, and supervisors to ensure equipment, preventive maintenance, and spare parts data are accurate, complete, and aligned with best practices. 

Essential Duties & Responsibilities

• Assist in building and populating the CMMS asset hierarchy (equipment, systems, sub-systems)  
• Collect, verify, and enter equipment data such as:  
• Asset names, descriptions, locations, and tags 
• Manufacturer information, model numbers, serial numbers 
• Criticality and operational details 
• Support the creation and data entry of Preventive Maintenance (PM) tasks and schedules based on:  
• OEM manuals and drawings 
• Existing maintenance procedures 
• Input from maintenance technicians and engineers 
• Organize and upload supporting documentation into the CMMS, including:  
• Manuals, drawings, SOPs, and photos 
• Assist with spare parts and Bill of Materials (BOM) data entry, including part numbers, descriptions, and supplier information  
• Validate existing CMMS data for accuracy, consistency, and completeness  
• Perform field walkdowns with maintenance or engineering staff to verify equipment data  
• Follow CMMS data standards and naming conventions  
• Help identify data gaps, inconsistencies, or improvement opportunities within the CMMS  
• Prepare basic reports or spreadsheets to track data entry progress and data quality 

Required Qualifications

• High School diploma, required. 
• Currently enrolled in an Engineering program (Mechanical, Electrical, Industrial, Manufacturing, or similar)  
• Strong attention to detail and organizational skills  
• Basic understanding of mechanical and/or electrical equipment  
• Comfortable working with spreadsheets (Excel or similar tools)  
• Ability to follow standardized processes and naming conventions  
• Willingness to spend time in the field as well as at a desk 
• Ability to read equipment manuals 
  

Work Environment & Culture 

PBI-Gordon Companies offers a collaborative, employee-owned environment where accountability, partnership, and continuous improvement are valued. Team members are encouraged to contribute ideas, develop professionally, and grow their careers alongside the business. 

Equal Opportunity Employer 

PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.

If you're a current engineering student interested in hands-on learning, maintenance data accuracy, and building real-world CMMS experience, we'd love to hear from you. 

Apply today to join an employee-owned organization committed to reliability, standardized processes, and developing future engineers. 

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
• Collaborates effectively with service teams to develop and maintain Claim service standards for clients
• Maintains a proactive approach focusing on claim resolutions and strategies for assigned matters
• Advocates for the timely, optimal resolution of claim matters for our clients
• Communicates pertinent claim information timely to internal and external clients
• Maintains strong relationships with internal and external clients
• Subject matter expertise in Personal lines of coverage (e.g. Personal Auto, Homeowners)
• Communicates effectively with other departments and peers to support initiatives across the enterprise
• Provides direction and oversight to Claim Advocates in the management and advocacy of claims on behalf of clients
• Responsibility for the management of associates including performance review, hiring and placement, resolving customer complaints, and salary and budget planning
• Encourages development opportunities for staff by setting performance goals that align with organizational goals and providing performance feedback
• Reviews and assigns matter advocacy and accounts to appropriate staff to ensure balanced workloads and optimal outcomes
• Leads and contributes to Claim Projects, and other tasks as assigned
• Demonstrates superior technical insurance and business acumen
• Demonstrates exceptional leadership characteristics
• Attends insurance related seminars including but not limited to continuing education classes

REQUIRED EXPERIENCE AND SKILLS:  include but are not limited to:

• 5-10 years of prior Personal Lines Claim experience
• 3+ years of prior supervisory or leadership experience
• Bachelor’s degree or work experience equivalent to a college degree
• Systems skills – Applied Epic, Carrier websites
• Experience with MS Office products (specifically PowerPoint, Outlook, Word, and Excel)
• Exceptional technical skill and knowledge of coverage and claims handling
• Excellent communication and negotiation skills
• Required: strong mathematical and reasoning skills
• Ability to discuss and solve claim problems with clients and insurance carriers

 #LI-JS1

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

Client service

• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters

Client meetings

• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner

Communication and education

• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services

Internal partnerships

• Actively participates and contributes to client service team operations
• Effectively communicates client updates to appropriate team members
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 4 or more years of relevant experience
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

#LI-JS1

Packaging I
Location: Kansas City, KS

Position Summary

Introductory Level Employee.  To provide the necessary labor required to package and produce our finished products.  Packaging I performs various clean up and warehousing tasks of any nature. 

Compensation & Benefits 

• Employee Ownership (ESOP): Company-funded retirement contribution of ~18% of pay, plus 401(k) 
• Competitive pay with bonus opportunity 
• Comprehensive benefits: Medical, Dental, Vision, Life, Disability, FSA, and Pet Insurance 
• Generous paid time off, paid holidays, and parental leave 
• Fitness reimbursement and tuition assistance 

Essential Duties & Responsibilities

• Provide necessary labor to package our finished products e.g., putting lids on bottles, making shipping boxes, labeling bottles, stacking bottles and boxes on pallets and cleaning up work areas.  May also include necessary labor to manufacture products. 
• Provide labor required to load/unload trucks of plant supplies. 
• Must be able to take oral and written instructions and become familiar with all aspects of the working environment. 
• Disposes of hazardous waste in appropriate containers as instructed by production supervision. 
• Ability to perform assigned tasks with little or no supervision. 
• Recognize and help solve problems using the 7 Wastes methodology within assigned work areas including mechanical equipment with the unit. 
• Assist or take charge of activating or deactivating equipment using the site Lock-Out/Tag-Out program. 
• Report any unsafe working conditions to the Supervisor/Production Manager. 
• Perform routine work area cleanup duties using the 5S methodology to maintain high housekeeping standards for safe unit operation. 
• Perform work area rounds to verify normal unit and equipment operation. 
• Ability to operate the date/lot coding, stencil marking, and case labeling equipment. 
• All other duties as may be assigned. 

Preferred Qualifications

• Education:  High school education preferred 
• Experience: None required, however 1 year of manufacturing experience preferred 
• Skills:  
• Be able to carry 55 lb. packages up to 6 feet.   
• Able to verbally communicate changes, problems, or emergency information to supervision and other operators in the unit.
• Ability to read and understand SDS information. 

Work Environment & Culture 

We offer a collaborative, employee-owned workplace where accountability, teamwork, and continuous improvement matter. Employees are encouraged to share ideas, grow their skills, and build long-term careers. 

Equal Opportunity Employer 

We are an Equal Opportunity Employer and are committed to creating an inclusive workplace for all employees. 

Ready to Apply? 

If you enjoy dependable, hands-on work and want to be part of a team that values safety, teamwork, and ownership, we’d love to hear from you. 

Apply today. 

ESSENTIAL JOB RESPONSIBILITIES: to be completed with moderate to limited supervision and guidance include, but are not limited to:

• Supports and demonstrates IMA Select’s core values.
• Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
• Responsible for daily account servicing and client advisement needs including but not limited to: handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
• Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
• Interact professionally and timely with clients via email, phone, and in-person
• Develop remarketing strategy in accordance with client servicing standards and market changes.
• Responsible for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
• Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations.
• Participate in cross-selling new lines of coverage or services on existing accounts.
• Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
• Attend education classes in combination with individual study programs to expand technical coverage knowledge.  

REQUIRED EXPERIENCE AND SKILLS:

• Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
• Ability to work independently regarding matters of significance
• Ability to manage more complex accounts
• Ability to analyze insurance quotes and make recommendations
• Knowledge of policy forms and endorsements
• Excellent written and oral communication and interpersonal skills
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
• Strong computer proficiency including Microsoft Office products
• Minimum 2 years of similar or related experience
• Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license

#LI-JS1

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
• Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
• Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
• Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
• Assists with scheduling and logistics for training opportunities for all market offices
• Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
• Assists with communicating binding instructions for international EB and P&C programs
• Responsibility for EPIC account review and data entry for accounts
• Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
• Responsibility for policy and information entry of reverse flow accounts for partner data systems

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Required: strong project management skills
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
• Limited travel required (less than 10%)
• Associate’s or Bachelor’s degree preferred or equivalent experience

#LI-JS1

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

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The SVP, Controller is responsible for overseeing all accounting operations and financial reporting for the agency. This role ensures accuracy, compliance, and efficiency across financial processes while supporting leadership with clear insights into agency performance, client profitability, and cash flow. The ideal candidate understands the nuances of media and advertising finance, including client billing, media payables, and accounting for various types of revenue streams, including project-based, retainer, commission and technology fees. Reports to the CFO and will have direct reports.

Duties/Responsibilities:

Financial Management

· Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close

· Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP

· Partner with Legal and Client Finance to review client contractual terms and scopes of work to ensure appropriate accounting of revenue recognition methodology

· Ensure timely and accurate revenue recognition, including client retainers, project-based fees, and media commissions

· Responsible for managing the month-end closing activities, including variance analysis and monthly reconciliation of balance sheet accounts.

· Ensure accruals/reserves are sufficient and review of spend for correctness and appropriateness of classification.

· Oversee and manage the balance sheet, including account reconciliations. Monitor risks associated with ageing balances for A/R, A/P, unbilled media and other key accounts. Advise of provision requirements as necessary.

· Oversee client billing processes, including media billing, pass-through costs, and reconciliations

· Ensure compliance with match pay and sequential liability

· Manage and track cash balances, including reconciliation of client and agency cash balances on a monthly basis

· Work closely with Human Resources to ensure payroll and benefits are accurate and paid timely.

Compliance & Controls

· Develop and implement policies/procedures in support of and consistent with Company Objectives.

· Maintain and improve internal controls to safeguard company assets

· Ensure compliance with tax filings, audits, and regulatory requirements

· Manage relationships with external auditors, tax advisors, and banking partners

· Manage annual audit with external audit firm

· Responsible for maintaining a relationship with the Company’s lending bank, including the management and review quarterly bank covenant calculations

Systems & Process Improvement

· Own and optimize financial systems and tools (ERP, billing systems, time tracking, etc.)

· Identify opportunities to improve efficiency, accuracy, and scalability of financial processes

· Support system implementations or upgrades as the agency grows

Leadership & Collaboration

· Manage and mentor accounting staff, fostering a high-performing finance team

· Collaborate closely with leadership, operations, media, and client service teams

· Act as a trusted financial advisor to senior leadership

Required Skills/Abilities

· Excellent verbal, and written communications skills

· Ability to work in a fast pace, high energy environment to support our growing business

· Experience scaling finance operations in a growing organization

· Possesses a strong work ethic and initiative with a mindset of accountability and ownership

· Ability to solve problems and handle complex details

· Independent judgment and takes initiative in absence of specific directions

· Proficient in various accounting, financial and MRP/ERP software use

· Familiarity with media buying platforms such as Mediaocean and Strata

Education and Experience

· Bachelor's degree in accounting or business administration; Master’s or MBA preferred

· Certified Public Accountant or Certified Management Accountant designations a plus

· 10+ years cost/managerial accounting experience in a manufacturing environment, with advertising experience preferable

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
• Reviewing and approving all new and renewal bond requests, consents, riders, etc.
• Accurate and consistent contract and job specification review
• Reviewing and execution of bonds subsequent to bonds being prepared by SAR
• Back up SAR when additional support and document preparation is needed
• Preparing surety indemnity agreements and applications
• Preparing surety reference letters for clients and report to A/E and surety, with guidance and approval obtained for all larger and complicated project letters by A/E and Surety
• Responsibility for setting up and maintaining financial underwriting, SuretyWave, ImageRight and EPIC files for new clients, and making appropriate file information changes when required
• Responsibility for following up on contracts, financial statements, bank information, work in progress schedules and other pertinent underwriting information, with moderate guidance
• Works with AE with moderate guidance in analyzing underwriting details, utilizing department standards to facilitate the underwriting and reporting information to the surety(ies)
• Responsibility for A/R payment follow up with minimal guidance from A/E or manager on a monthly basis
• Assists in the training and mentoring of new SAR and SAM positions as regards to IMA standards and procedures
• Actively supports the team by participating in the completion of all duties required to complete a project and service an account
• Performs functions of the role within an IMA office 75% of the time

You Should Have

• 2-3 years of similar or related surety experience
• A two-year college or bachelor’s degree preferred
• Current Resident State (and possibly non-resident) Property and Casualty Insurance license required, as well as completion of all mandatory CE requirements
• Required: detail oriented with strong priority management skills
• Required: strong communication skills (including courtesy, tact and diplomacy) with external and internal clients, surety companies and the team
• Required: experience with problem solving and ability to perform intermediate level mathematics
• Proficiency with MS Office products (Outlook, Word and Excel), as well as SuretyWave, ImageRight, EPIC and FoxIt
• Participation in surety-related association activities and education opportunities preferred
• Attain and maintain professional designation – AFSB preferred
• Limited travel required (less than 25%)

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