Role

We are looking for a Senior Solutions Consultant - AI Security to join our Sales and Go-to-Market team. This is a remote role based in the US, reporting to the Director of Solutions Consulting - AI Security. The Zscaler Sales and Go-to-Market team is a global group of professionals passionate about delighting customers and sharing expertise to drive a secure, cloud-enabled digital future. As a key technical partner, you will demonstrate the power and agility of Zscaler cloud transformation to cement our position as the world leader in cloud security.

What you’ll do (Role Expectations)

• Drive business growth by partnering with Account Executives to deliver compelling product demonstrations and presentations

• Plan, execute, and deliver Proof of Concept (POC) and Proof of Value (POV) projects demonstrating product capabilities and business ROI

• Form lasting customer relationships to ensure success, facilitate smooth onboarding, and cultivate Zscaler product champions

• Act as the voice of the customer by channeling insights to the development team to shape the product roadmap and feature scoping

• Maintain expert-level knowledge of Zscaler offerings, developing business value propositions, and monitoring competitor products

Who You Are (Success Profile)

• You thrive in ambiguity. You're comfortable building the path as you walk it. You thrive in a dynamic environment, seeing ambiguity not as a hindrance, but as the raw material to build something meaningful.

• You act like an owner. Your passion for the mission fuels your bias for action. You operate with integrity because you genuinely care about the outcome. True ownership involves leveraging dynamic range: the ability to navigate seamlessly between high-level strategy and hands-on execution.

• You are a problem-solver. You love running towards the challenges because you are laser-focused on finding the solution, knowing that solving the hard problems delivers the biggest impact.

• You are a high-trust collaborator. You are ambitious for the team, not just yourself. You embrace our challenge culture by giving and receiving ongoing feedback—knowing that candor delivered with clarity and respect is the truest form of teamwork and the fastest way to earn trust.

• You are a learner. You have a true growth mindset and are obsessed with your own development, actively seeking feedback to become a better partner and a stronger teammate. You love what you do and you do it with purpose.

What We’re Looking for (Minimum Qualifications)

• Proven experience in a customer-facing technical role such as sales engineering or consulting

• Knowledgeable in Generative AI, cybersecurity, data science or adjacent technical domains

• Excellent communication skills for both technical deep-dives and clear executive briefings

• Proven ability in solving complex technical challenges and effectively managing multiple projects simultaneously

• BSc in Computer Engineering, Computer Science, or equivalent experience

What Will Make You Stand Out (Preferred Qualifications)

• Experience with Python or TypeScript and utilizing REST APIs with tools like cURL and Postman

• AI red teaming experience, agentic system development, or MCP server experience

• Familiarity in major cloud platforms: AWS, Azure, or GCP

#LI-AA5 #LI-Remote

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding to their team a Risk Management Consultant to their Insurance Consulting & Risk Advisory team.  This role requires a high‑impact, client‑facing professional capable of leading complex assignments, synthesizing technical detail into strategic insight, and advising senior stakeholders on enterprise and transactional risk issues.

Key Responsibilities

• Identify, evaluate, and analyze operational, contractual, and third‑party risk exposures arising from client business activities, vendors, service providers, and customers.
• Strategically manage enterprise‑wide insurance and risk program renewals, including broker oversight, coverage optimization, cost reduction initiatives, and market negotiations.
• Collaborate with and direct external advisors including brokers, underwriters, claims professionals, TPAs, legal counsel, and specialty consultants.
• Review contracts, leases, vendor agreements, and licensing arrangements to ensure compliance with established insurance and risk management requirements.
• Evaluate and negotiate insurance pricing, program structures, deductibles, limits, policy wording, and service agreements; prepare cost‑benefit analyses of program alternatives.
• Analyze loss data and prepare monthly reserve accruals and reporting for finance, risk, and safety teams.
• Partner with legal, HR, audit, and claims teams to establish settlement strategies and support complex claims decision‑making.
• Research emerging and best‑in‑class risk management trends, providing strategic recommendations related to insurance purchasing, program design, loss control, safety, and claims management.

Qualifications & Experience

• Bachelor's degree in Risk Management, Insurance, or related field
• Strong analytical and problem-solving skills 
• Internship or coursework related to insurance, risk management, or consulting
• Professional certifications preferred: ARM, CPCU, CRM, FRM, RF.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding to their team a Risk Management Consultant to their Insurance Consulting & Risk Advisory team.  This role requires a high‑impact, client‑facing professional capable of leading complex assignments, synthesizing technical detail into strategic insight, and advising senior stakeholders on enterprise and transactional risk issues.

Key Responsibilities

• Identify, evaluate, and analyze operational, contractual, and third‑party risk exposures arising from client business activities, vendors, service providers, and customers.
• Strategically manage enterprise‑wide insurance and risk program renewals, including broker oversight, coverage optimization, cost reduction initiatives, and market negotiations.
• Collaborate with and direct external advisors including brokers, underwriters, claims professionals, TPAs, legal counsel, and specialty consultants.
• Review contracts, leases, vendor agreements, and licensing arrangements to ensure compliance with established insurance and risk management requirements.
• Evaluate and negotiate insurance pricing, program structures, deductibles, limits, policy wording, and service agreements; prepare cost‑benefit analyses of program alternatives.
• Analyze loss data and prepare monthly reserve accruals and reporting for finance, risk, and safety teams.
• Partner with legal, HR, audit, and claims teams to establish settlement strategies and support complex claims decision‑making.
• Research emerging and best‑in‑class risk management trends, providing strategic recommendations related to insurance purchasing, program design, loss control, safety, and claims management.

Qualifications & Experience

• Minimum of 3 years’ experience in corporate risk management, insurance brokerage, underwriting, or a related advisory role.
• Strong technical knowledge across major insurance lines and risk financing structures.
• Excellent analytical, problem‑solving, and project‑management skills.
• Executive‑level communication skills with the ability to advise non‑technical senior stakeholders.
• Commercial mindset with the ability to connect risk decisions to business outcomes.
• M&A or private equity diligence experience strongly preferred.
• Bachelor’s degree from an accredited university or college required.
• Professional certifications preferred: ARM, CPCU, CRM, FRM, RF.

Position Reports to: Senior Director, Loan Origination 
Department: Financing
Location: This is a US-based remote role, with a requirement to be located in New Jersey. 
Salary Range: $129,400 - $143,800 

About Nonprofit Finance Fund  

Nonprofit Finance Fund® (NFF®) is a nonprofit lender, consultant, and advocate. For more than 40 years, we’ve helped organizations access the money and resources they need to realize their communities’ aspirations. Alongside others, we’re working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values.   

About This Role 

The Director, Loan Origination (New Jersey) is responsible for driving lending activity in the state of New Jersey. The Director cultivates relationships with clients that may have financing needs, builds a continuous pipeline of new lending opportunities, and evaluates incoming loan requests for viability and preliminary loan structuring. In support of and alongside this work, this role draws on the existing relationships, programs, and products NFF is currently deploying across the state, which include debt products and financial strategy consulting.

NFF has offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a requirement to be located in New Jersey. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time. The role requires a minimum of 25% travel. 

What You Will Do 

Essential responsibilities for this role include, but are not limited to: 

Relationship Management 

• Develop and nurture new and existing client relationships ensuring a smooth transition through the financing process 
• Engage with clients in ways that demonstrates empathy and garners understanding of their experiences and needs, including those who have faced barriers to equitable access of capital  
• Develop financing solutions that reflect client needs while working closely with all Loan Origination, Underwriting, Program, Closing, and Portfolio Management staff to ensure excellent customer service   
• Cultivate and maintain relationships with lending partners (banks, CDFIs, foundations, institutional investors and other capital providers and intermediaries) as well as stakeholders such as consultants, government agencies, nonprofit networks and advocacy organizations  
• Work across the organization to identify business development opportunities and help coordinate lending activity so that it intersects with NFF’s overall priorities and key relationships 

Loan Originations 

• Build a continuous pipeline of new lending opportunities consistent with NFF’s loan products, programs, deployment goals, mission, and strategy 
• Assess new loan requests, discuss product options with clients, and propose viable loan structures for internal approval 
• Gather basic due diligence, conduct initial assessment and analysis of client prospects, and draft initial loan overview memos in advance of the issuance of term sheets.  
• Proactively monitor industry and regional trends, policies, funding, and other external drivers that may inform strategies for pipeline development 

Program Management 

• Originate loans from NFF’s BEACoN NJ program, a $20MM 10-year statewide revolving loan fund to support community ownership of assets for nonprofits 
• Maintain an active pipeline and relationships with nonprofits, developers, consultants, and other stakeholders in connection with ongoing BEACoN NJ lending 
• Provide client and project-related information to support periodic investor reporting 
• Represent NFF and the BEACoN NJ program in public events, conferences, media, partner and funder meetings, and other external-facing opportunities as needed 
• Leverage other NFF lending programs, including the NJ Social Impact Investing Fund (a flexible off-balance sheet statewide loan fund), Faith in our Communities (a credit-enhanced faith-based lending program), and other programs that NFF may develop over time 

Strategy and Market Development 

• Support the development and implementation of a tactical plan that will consistently generate a viable pipeline of high credit quality clients and transactions including, but not limited to, on-balance sheet lending, NMTC transactions, off-balance sheet opportunities, and special programs   
• Identify, build, and nurture relationships with client segments in line with NFF's mission and strategy  
• Connect with communities and identify ways to address inequitable access to capital  
• Identify and develop community partnerships to support product and process design  
• Support, where there is opportunity, the integration of capital delivery and technical assistance, to ensure the capacity building needs of borrowers are met with a client-centered relational approach 

Who You Are and Minimum Qualifications 

• Bachelor’s degree from an accredited institution in Finance, Economics, Accounting, or a related field, or equivalent combination of education, training, and experience in financial services and/or lending  
• Seven (7) years of progressive professional experience in the financial services industry as a loan officer or similar lending roles 
• Demonstrated experience in credit analysis, loan structuring, and business development, with sector expertise in at least one of the following: affordable housing, education, healthcare, human services, or other community facilities  
• Market knowledge and existing relationships with nonprofits and related stakeholders in New Jersey 
• Proven ability to handle sensitive, confidential information with high degree of integrity and discretion  
• Established effectiveness in clear, proactive verbal and written communication, coupled with strong interpersonal skills  
• Proficiency with online collaboration tools, Salesforce or similar CRM software, and Microsoft Office Suite 

The Strongest Candidates Will Have 

• Commitment to NFF’s values, mission, and approach to community impact 
• Strong understanding of CDFIs and their role in nonprofit financing 
• Familiarity with real estate and financing structures 
• Experience with nonprofit accounting, financial statements, and business models 
• Experience with common community development finance programs, including New Markets Tax Credits and Low Income Housing Tax Credits 
• Strong organization and project management skills 
• Experience leading cross-functional efforts in a matrixed organization 
• Ability to work independently and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones 
• Willingness to collaborate with a dynamic and mission-driven team 
• Learning orientation and commitment to continuous learning and improvement 
• Ability to thrive in a fast-paced, changing, and at times ambiguous context 

Benefits and Compensation 

NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (up to 2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. 

This is an exempt, full-time role with a compensation range of $129,400 - $143,800. A compensation offer is based on a candidate’s background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers. 

NFF is an equal opportunity employer and does not discriminate against any applicant or employee because of race, color, religion, sex, national origin, disability, genetic information, age, or military or veteran status in accordance with federal law. In addition, NFF complies with applicable state and local laws governing non-discrimination in employment in every jurisdiction in which it maintains facilities. NFF also provides reasonable accommodation to qualified individuals with disabilities in accordance with applicable laws. NFF does not employ individuals based outside of the United States. Click here to view NFF’s Fair and Equitable Practices.  

COMPANY OVERVIEW

Lynx Analytics was founded in 2010 by a group of INSEAD students and professors with a strong research background in graph analytics. Several of our founders since then became professors and faculty directors of analytics centers at leading US universities. Our founding purpose? To apply graph theory to simplify and solve complex, real-world business problems.

Our mission has evolved over the years, and we currently offer a range of cutting edge data analytics and AI solutions to help companies transform their operations and optimise their commercial performance. Back then, graph theory was mostly the purview of social networking sites. We wanted to expand this technology and help companies leverage their communities to unlock greater growth.

Lynx has offices in Singapore, US, Hong Kong, Hungary, and operations in several other countries such as Canada, Germany, Indonesia. We work with some of the world’s largest companies and are constantly looking to expand our knowledge base and geographical footprint. Lynx Analytics’ technology is deployed with various Clients internationally and has significant growth potential.

We have a diverse and inclusive global team comprising Professors, PhDs, MSc’s, and MBAs from Ivy Leagues, INSEAD and NUS with a broad spectrum of experience in start-ups and blue-chip companies (Google, Databricks, ZS, Abbvie, Amgen, Vodafone, Morgan Stanley, Palantir, Katana Graph to name but a few). It is the combination of our industry insight and experience, scalable proprietary technology, and highly qualified people that drives our compelling value proposition.

We are looking for ambitious, innovative, empathetic and relentless team players to explore the career opportunities that we offer as we continue to scale our operations.

ROLE SUMMARY

As a Lead / Senior Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation, while driving account growth and business development.

Your key responsibilities will encompass the entire project cycle, including defining critical milestones, resource planning, task allocation, mapping dependencies, and, most importantly, ensuring the timely delivery of results. You'll be the driving force behind our project execution, ensuring that our clients' objectives are met, and their expectations exceeded. You will also be responsible for building and maintaining client relationships, and driving cross-selling and up-selling opportunities.

If you thrive on taking ownership of projects and leading them to successful outcomes, we invite you to consider a career with Lynx. This role is a unique opportunity to contribute your project management expertise and make a tangible impact on our clients' businesses. Join us in delivering excellence one project at a time.

WHAT THIS INVOLVES

• Accountability for end to end project delivery including commercial KPIs such as timely delivery, keeping within budget and at margin
• Leading all project stages including - contracting, scoping & kick-off, execution and post implementation reviews
• Collaborating with legal, business development, product and technical teams to ensure seamless execution
• Work with clients, technical staff and management to determine and resolve issues associated with project implementation
• Function as the liaison between our clients and our technical teams throughout the solution implementation cycle
• Building a strong relationship of trust and credibility with relevant client stakeholders both for the project and for Lynx as a company
• Build a motivating and collegiate working environment with the team aligned to our company’s core values
• Actively identify and pursue new business opportunities for existing and potential clients

To succeed in this role, you will need:

• A Bachelor’s Degree is required, preferably in a business discipline
• Experience in a Consultant role with Client Management and Project Management responsibilities
• Industry experience in the Healthcare sector either in a consulting or industry role
• Strategic Thinking Capabilities; able to understand, analyse and solve complex problems
• Proven ability to liaise with internal software development teams and translate client requirements into technical specifications
• Excellent communication skills (written, verbal & presentation) with strong negotiation and influencing abilities
• Willingness to travel

The following would be advantageous:

• Experience in leading teams and resources like data scientists and data engineers
• Commercial analytics within the healthcare domain
• Knowledge of predictive analytics, and Big Data technology

POSITION SUMMARY

As an Account Manager at BDA, you will play a vital role in building and maintaining strong relationships with our clients. In this role, you are both strategic and sales-driven to manage and grow a portfolio of high-value enterprise and/or hybrid accounts within the branded merchandise industry. This role requires a deep understanding of the promotional products space, strong enterprise-level relationship management, and a proven ability to drive revenue growth through strategic planning, value-driven selling, and cross-functional collaboration. You must be both a strategist and a closer and thrive on expanding client relationships, exceeding sales goals, and delivering creative solutions that align with brand compliance and client marketing objectives.

LOCATION:

This is a remote position based within a commutable distance of New Brunswick, New Jersey, allowing for in-person meetings, hand-delivered samples, and on-the-ground support for last-minute requests.

 KEY RESPONSIBILITIES

Strategic Sales & Account Growth

• Own and exceed sales and margin goals across assigned accounts.
• Identify new opportunities within existing accounts to drive incremental revenue through strategic prospecting and relationship building.
• Act as a trusted advisor to clients, aligning merchandise strategies with their broader marketing and brand objectives.
• Lead Quarterly Business Reviews (QBRs) and Account Business Reviews (ABRs), delivering insights, performance metrics, and strategic roadmaps.
• Forecast revenue and contribute to long-term strategic planning for key accounts.

Client Relationship & Brand Stewardship

• Build and maintain strong relationships with client stakeholders, serving as the primary point of contact.
• Ensure full compliance with brand guidelines, contracts, and program standards.
• Deliver proactive, solutions-oriented support to meet evolving client needs, acting as both consultant and problem-solver.

Cross-Functional Collaboration

• Work closely with Creative, Merchandising, Programs, Sales Ops, Supplier Relations, and other internal teams to deliver a best-in-class client experience.
• Develop merchandise strategies that reflect market trends and elevate the client’s brand.
• Coordinate and manage multiple complex projects with varying scopes, timelines, and logistical considerations.

Operational Execution

• Ensure client pre-sale, order and approval processes, supplier compliance standards and production timeline expectations are met

• Ensure all project communications, updates, and deliverables meet client and internal expectations.
• Accurately log and manage account activity in Salesforce to ensure full pipeline visibility and performance tracking.

Client Events & Onboarding

• Successfully onboard new enterprise clients, ensuring a smooth and strategic launch.
• Coordinate and attend client events as needed, ensuring high satisfaction and brand alignment.
• Participation in departmental and other meetings as required
• Other duties as assigned by direct manager, sales leadership and/or executive team

QUALIFICATIONS

• Bachelor’s degree in Marketing, Communications, Business, or related field.
• 5+ years of experience in the branded merchandise/promotional products industry preferred.
• Proven track record of sales success and strategic account growth.
• Exceptional communication skills — written, verbal, and interpersonal.
• Highly detail-oriented with strong organizational and project management skills.
• Comfortable working independently and collaboratively in a fast-paced, dynamic environment.
• Strong judgment, professionalism, and ability to navigate sensitive client interactions.
• Proficient in Microsoft Office Suite; Salesforce experience strongly preferred.
• High level of curiosity, accountability, and a proactive, solution-oriented mindset.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Willingness to travel approximately 50%.

We are pleased to share the base salary range for this position is $70,000 to $90,000. If you are hired at BDA, your compensation will be determined based on factors that may include geographic location, skills, education, and experience. In addition to these factors, we believe in the importance of pay equity and consider internal equity of our current team members as a part of any offer. In the spirit of pay transparency, the range listed is the full base salary range for the role and hiring at the top of the range would not be typical, in order to allow for future salary growth. The range listed is just one component of BDA’s total compensation and rewards programs, which includes: robust PTO; vacation, a volunteer day, holidays and summer Fridays, Benefits; medical, dental, vision, life, and AD&D insurance, 401k; tuition reimbursement, mental health and financial wellness programs and professional development opportunities including tuition reimbursement. Certain revenue-generating positions may be eligible for incentive compensation. 

 #LI-Hybrid 

#LI-LG1

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Required Knowledge, Skills and Abilities:

Competencies:

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

#LI-Hybrid

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly Metro Region. 

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).  

Essential Functions:

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 
• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols. 
• Compliance with CSG’s processes and operating standards. 

Essential Duties:  

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: 
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships  
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).  
• Develop new and creative benefit solutions with guidance.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive
• Ability to model financial implications from benefit programs 
• Comfortable in negotiating with insurance carriers 
• Ability to identify problems and create effective solutions 
• Proficient in Microsoft Office (Excel, PowerPoint, Word) 
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary,  
• Ability to establish relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
• Possesses a basic understanding of general business and financial concepts
• Ability to effectively create, organize and manage a project plan
• Basic understanding of strategy and long-term planning 

Education & Experience:

• Bachelor’s Degree preferred
• 1-5 years of prior practical account management experience with a health and welfare carrier or broker is required
• Licensure/Certification – State Specific Resident Life & Health License is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly Metro Region. 

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).  

Essential Functions:

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 
• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols. 
• Compliance with CSG’s processes and operating standards. 

Essential Duties:  

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: 
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships  
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).  
• Develop new and creative benefit solutions with guidance.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive
• Ability to model financial implications from benefit programs 
• Comfortable in negotiating with insurance carriers 
• Ability to identify problems and create effective solutions 
• Proficient in Microsoft Office (Excel, PowerPoint, Word) 
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary  
• Ability to establish relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
• Possesses a basic understanding of general business and financial concepts
• Ability to effectively create, organize and manage a project plan
• Basic understanding of strategy and long-term planning 

Education & Experience:

• Bachelor’s Degree preferred
• 1-5 years of prior practical account management experience with a health and welfare carrier or broker is required
• State Specific Resident Life & Health License is required

• Hunting and generation of new logo opportunities within the mid-market healthcare provider market
• Working with prospects to identify needs, pain points, and budget
• Teaming up with an extended solutions team to develop a compelling proposal that leads to opportunity closure
• Demonstrating proficiency in utilizing a variety of business productivity tools to track sales activity and pipeline data – Microsoft Office Suite, HubSpot, and LinkedIn

• Bachelor's degree in Business, Marketing, Sales or a related field
• 7-10 years of Professional, Consultative sales of technology services or software
• 5-7 years of experience selling managed preferred services around Network, End User Device Management, Security, VOIP, or Cloud
• 5-7 years of Healthcare provider experience preferred, but not required

• Sound understanding of the sales and demand generation processes and their associated best practices within the technology industry
• Strong contact and networking base, preferably within the mid-sized healthcare provider industry
• Ability to translate technology into practical terms
• A record of proven outside direct sales experience with a focus on consultative and solution approaches, and achieving sales quotas
• Strategic, client-facing sales professional well versed in sales tactics (MEDPICC, Sandler, Miller Hieman Challenger Perfect Close) — specifically via email marketing, phone and face-to-face meetings

• Results-driven and detail-oriented, self-motivated, self-directed, and achievement-focused
• Exceptional communication and listening skills, with experience in solution-based selling
• Relationship driven with a consultative approach to help shape current and future deals
• Strong organizational skills

• Experience selling managed services around Network, End User Device Management, Security, VOIP, and Cloud
• Exceptional communication and listening skills, with experience in solution-based selling
• Collaborative, client-focused, creative, flexible, influential
• Maintains a professional, consultative brand

Salary DOE: $300,00 - $400,000 OTE