Site Controller, Cicoil

FLSA Status: Salary 

Reports To: Trexon Controller and Cicoil General Manager

Location: Valencia, CA

Summary 

Trexon is actively seeking a Site Controller for Cicoil operations with the role located in Valencia, CA. Serving as a finance leader, the Site Controller provides invaluable support to the operational site (“Operations” or “Site”) and its management team. The primary objective is to ensure accurate accounting records while offering guidance that facilitates informed financial decision-making while driving the financial transformation of the operations.

Reporting to Trexon’s Controller, the Site Controller is entrusted with upholding the corporate accounting policies at the Site, ensuring proper accounting controls for accurate financial records and leading initiatives that optimize financial processes and enhance performance across the department. A core aspect of the role involves leveraging advanced ERP systems and other digital tools to foster growth, increase productivity, and ensure compliance with Generally Accepted Accounting Principles (GAAP).

The Site Controller’s responsibilities encompass accounting operations, financial and cash management, and implementation of strategies to align financial practices with organizational goals. By collaborating closely with stakeholders, the Site Controller plays a pivotal role in shaping financial strategies that drive the unit forward.

Effective communication is integral to the Site Controller’s role, as the Site Controller must articulate financial insights and recommendations to senior management and stakeholders. By fostering a culture of transparency and accountability, the Site Controller helps cultivate an environment conducive to achieving organizational objectives. The ideal candidate will possess strong technical accounting skills, leadership skills and a proven track record in accounting and financial management within a dynamic business environment.

Key Responsibilities 

• Perform and manage the Site level month-end closing, financial reporting and account reconciliation processes in accordance with corporate guidelines and timeline. This involves preparing and reviewing journal entries and performing account reconciliations.

• Perform and manage the day-to-day accounting activities of the Operations. This involves performing bank reconciliations, collaborating with the corporate centralized Accounts Payable department, reviewing and collecting accounts receivable balances and monitoring inventory accounting processes for accuracy. 

• Responsible for Site’s annual budget, rolling forecasts, ad-hoc analysis and other reporting as required.

• Develop and report on analytics to influence effective decision making and achieve revenue, gross margin, profit and working capital targets. This includes but is not limited to pricing, products costs, operational cost productivity and expense management, right-sizing cost levels while driving improvement in working capital.

• Provide strategic and operational advice working with Site General Manager and all Site departments

• Collaborate cross-functionally and provide financial support and guidance to ensure processes and procedures are appropriate and provide accurate data for financial reporting and analytics.

• Participate in Operations/Business Reviews and other special projects or steering committees to ensure achievement of financial plans and strategic goals.

• Review current accounting policies and procedures at the Site level to ensure compliance with GAAP and consistency with corporate accounting policies. This includes cash, inventory, accounts receivable, accounts payable and other accounting areas. Develop and implement new policies and procedures where necessary.

• Ensure compliance with state and local government sales and use tax reporting requirements.

• Perform other job-related duties as requested by management.

Key Competencies 

• Proven leadership skills; ability to collaborate and work in a matrixed team environment.

• Strong analytical skills and the ability to propose positive business solutions to problems.

• Strong influencing and problem-solving skills with attention to the details.

• High intellectual curiosity and strategic mindset.

• Ability to handle confidential financial and personnel information appropriately.

• Excellent written and verbal communication skills.

• Ability to work under pressure and adhere to deadlines.

• Forward-thinking in implementing tools to improve analytics, driving better business decisions.

• Good organizational skills and ability/capacity to handle a high work volume.

• Self-motivated and positive team player.

• Ability to work flexible hours as needed.

Qualifications 

Education: Bachelor’s degree in Accounting or Finance is required; CPA or MBA preferred. 

Experience: Minimum ten (10) years of experience in a dedicated accounting/finance function, Manufacturing and inventory accounting experience strongly preferred. 

Knowledge: Working knowledge of payroll processing, taxes, compliance, auditing, and benefits administration. Demonstrated ability to improve processes and diagnose problems. Training will be provided on internal Trexon processes and systems, as required for this position. 

Physical Requirements 

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, sit, and talk or hear. The employee must occasionally lift and/or move up to twenty-five (25) pounds. The employee must occasionally crouch, stoop, or reach. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus. The noise level in the work environment is usually moderate.

Compensation: $150,000 - $180,000

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Small Business Commercial Lines Account Manager to their LBW team in Valencia, CA. 

Job Summary:

The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.

Key Responsibilities: 

• Provide technical and service support to P&C Producers, with a focus on small business commercial clients
• Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
• Accompany P&C Producers on client and prospect meetings as requested
• Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
• Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
• Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
• Prepare summaries of insurance, proposals, schedules, and premium allocations
• Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
• Review audits for accuracy and facilitate corrections between carriers and clients
• Process incoming mail, emails, and phone requests promptly and professionally
• Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
• Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
• Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
• Maintain strong working relationships with clients, carriers, vendors, and internal team members
• Stay current on industry trends, legislation, coverage changes, and insurance technology

Competencies & Qualifications: 

• Active CA Property & Casualty Insurance license
• Experience handling multiple lines of Commercial Insurance
• Solid understanding of insurance products, markets, underwriting, and rating procedures
• Advanced ability to analyze complex insurance situations and communicate recommendations clearly
• Strong negotiation, presentation, and client‑service skills
• Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
• Ability to multi‑task, work independently, and take ownership of client servicing
• Comfortable working in a fast‑paced, team‑oriented environment
• Excellent attendance and reliability expected
• Ability to lead servicing efforts and direct others when necessary

Role Purpose:

The Sr. Manager of Sales Tooling & AI is a strategic and technical leader responsible for architecting, optimizing, and scaling Groupon’s sales technology ecosystem, with primary ownership of Salesforce and Salesloft. This role sits at the intersection of Sales, Sales Operations, Engineering, and Analytics, ensuring our sellers are equipped with intuitive, automated, and AI-enabled tools that drive productivity and performance.

This leader will modernize and simplify a historically layered sales tech stack by establishing a clear point of view on systems architecture, automation strategy, and AI-forward solutioning. The mandate is not simply to administer tools, but to transform them into a competitive advantage by reducing friction, improving data integrity, and enabling intelligent workflows that drive measurable commercial outcomes.

The Sr. Manager will lead a high-performing team of Salesforce Administrators and Business Program Managers responsible for CRM governance, sales engagement optimization, automation, integrations, and continuous innovation across the sales technology landscape.

Key Responsibilities:

Sales Technology Strategy & Architecture

• Define and own the strategic roadmap for Salesforce, Salesloft, and the broader sales tech ecosystem.
• Establish scalable architecture standards, governance models, and integration frameworks.
• Partner with Sales Leadership and Sales Ops to translate business priorities into system capabilities and workflow design.
• Rationalize legacy tools and technical debt to simplify the seller experience.

Salesforce Ownership & Optimization

• Serve as the executive owner of Salesforce strategy, configuration, data model integrity, and user experience in conjunction with the Engineering department.
• Lead enhancements across pipeline management, forecasting, account hierarchy, territory alignment, and reporting.
• Drive automation of manual workflows and process improvements.
• Ensure data governance standards and scalable object architecture that supports evolving business models.

Salesloft & Sales Engagement Excellence

• Own the strategy, implementation, and optimization of Salesloft.
• Design structured cadence frameworks aligned to funnel strategy and segmentation.
• Improve seller adoption through workflow integration with Salesforce and enablement best practices.
• Leverage Salesloft analytics to continuously refine outreach effectiveness and pipeline generation.

Automation & AI Forward Solutioning

• Identify and implement automation opportunities that eliminate low-value administrative work for sellers.
• Partner with Data & Analytics to embed AI-driven insights into daily sales workflows (e.g., next-best-action, prioritization, lead scoring).
• Evaluate and pilot emerging AI tools that improve seller productivity, forecasting accuracy, and engagement quality.
• Ensure AI initiatives are practical, measurable, and integrated into core operating processes.

Reporting, Insights & Performance Enablement

• Collaborate with Analytics to define the core sales data model and system-driven metrics.
• Enable real-time visibility into pipeline health, activity effectiveness, and productivity drivers.
• Ensure tools reinforce desired sales behaviors and align with incentive design and performance frameworks.

Change Management & Adoption

• Lead change management for new tools, automations, and system enhancements.
• Drive high adoption through structured communication, training, and feedback loops.
• Establish clear SLAs, intake processes, and prioritization frameworks for system requests.

Team Leadership & Cross-Functional Partnership

• Build and develop a high-performing Sales Tooling team, including Salesforce administrators, system analysts, and automation specialists.
• Act as a trusted partner to Sales Leadership, Marketing, Engineering, Finance, and Data teams.
• Balance speed and innovation with governance, compliance, and long-term scalability.

Qualifications:

• 8–12+ years of experience in Sales Operations, Revenue Operations, Sales Technology, Engineering, or related roles in mid-to-large enterprise environments.
• 5+ years of deep, hands-on Salesforce experience, including architecture, automation (Flows), integrations, and data governance. Salesforce Admin and/or Advanced Admin certification strongly preferred.
• Strong expertise in Salesloft (or comparable sales engagement platform) with demonstrated success driving adoption and measurable productivity gains.
• Proven experience designing and implementing automation strategies that improve sales efficiency.
• Exposure to AI-enabled sales tools, predictive modeling, or workflow intelligence solutions.
• Experience leading and developing technical or systems-focused teams.
• Strong stakeholder management skills in matrixed, cross-functional environments.
• Highly analytical, systems-oriented thinker with the ability to connect tooling decisions to commercial outcomes.

We Are Looking For:

• Systems Architect: Thinks in terms of scalable design, clean data models, and long-term sustainability.
• Product Mindset Operator: Treats Salesforce and Salesloft as evolving products, not static tools.
• Automation Champion: Obsessed with eliminating manual effort and increasing seller focus on revenue-generating activity.
• AI Pragmatist: Excited about AI innovation but disciplined in applying it where it drives measurable impact.
• Adoption Driver: Understands that a tool only matters if sellers use it effectively and consistently.

How We Measure Your Success:

First 2-3 Months

• Clear, documented sales tooling roadmap aligned to commercial priorities.
• Improved Salesforce data hygiene and workflow efficiency.
• Increased Salesloft adoption and measurable improvements in activity-to-pipeline conversion.
• Reduction in manual seller administrative time through automation initiatives.

3–6 Months

• Embedded AI-driven workflows that improve prioritization, forecasting accuracy, and outreach effectiveness.
• Streamlined tech stack with reduced redundancy and improved integration stability.
• Measurable gains in seller productivity and pipeline velocity attributable to tooling enhancements.

Longer Term

• A sales technology ecosystem that is intuitive, scalable, and AI-enabled.
• Sellers spending more time selling and less time navigating systems.
• Sales Tooling recognized as a strategic lever for revenue growth and operational excellence.

Why You'll Love Working Here:

• High-impact role with visibility to senior leadership – Help shape the systems that power Groupon’s global sales organization.
• Opportunity to influence the future of a global public company – Play a key role in modernizing the technology and workflows that drive our commercial growth.
• Entrepreneurial environment where your contributions matter – Move quickly, simplify complexity, and see your work translate into real business impact.
• A culture that values curiosity, ownership, and results – We empower people who take initiative, challenge the status quo, and deliver outcomes.

The Details:

• Location: Downtown Chicago (hybrid, 3 days a week in-office)
  • Alternate location: Open to candidates living in València, Spain
• Salary Range for Chicago: $120,000 – $150,000, plus eligibility to participate in a performance-based bonus program.
  • Estimated Total OTE: $150,000 – $187,500+
• Benefits: Medical, dental, vision, EAP, 401(k) match, ESPP, life and disability insurance, FSAs, flexible PTO, and more.

Job Description

ecosio is a fast-growing, innovative service company and a leading provider of B2B integration, specialising in electronic data interchange (EDI), Web EDI and e-invoicing. ecosio is part of Vertex, Inc., a leading global provider of indirect tax solutions listed on Nasdaq (VERX).

Our brand slogan is Connections That Work as we believe strong connections are central to successful business relationships - both external and internal. At ecosio, we hire individuals from all backgrounds and are committed to creating an inclusive work environment. We are technology lovers, set the highest standards for our solutions, and put innovative ideas first.

You'll connect with the role if you enjoy...

• driving value for the company by successfully delivering on your revenue targets
• Strategically developing existing customers by establishing long-term business relationships and identifying opportunities for up- and cross-selling
• managing your own portfolio of clients making sure they get the most value out of our solution
• listening to your customers and communicating their feedback to ensure our products and services meet their needs
• execution of sales campaigns in close cooperation with marketing & business development

To connect with ecosio it is important to have...

• experience in B2B SaaS sales
• German language skills on a native / C2 level, fluent English skills
• experience working with a portfolio of existing customers
• experience with cross- and up-selling

And nice to have...

• experience selling EDI / e-invoicing / ERP solutions

By connecting with us you will experience...

• Our remote-first culture lets you work remotely from one of our designated countries
• Flexible working hours to suit your schedule and priorities
• Annual personal development budget to invest in conferences, courses, or career coaching
• Home office allowance to create a workspace that fits your needs
• Regular events and trips to connect, celebrate, and have fun with the team
• Workations of up to 90 days per year within the EU, combining travel and productivity
• Wellbeing support, including mental health resources and employee assistance programs
• Additional country-specific benefits based on your location

Sounds like a connection that works?  Then apply now and we will get in touch soon!

As part of our hiring process at ecosio, we conduct standard background checks. You can find more information about them by clicking HERE.

Our mission is to build Connections That Work by fostering a diverse and inclusive team. We are committed to making everyone feel valued and empowered to contribute their unique skills, experiences and perspectives. And now we want to connect with you!

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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 LBW team in Valencia, CA. 

This role can be on-site, hybrid or remote. 

Job Summary:

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 (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business). 

Key Responsibilities: 

• 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. 

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. 
• 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. 
• Develop new and creative benefit solutions with guidance. 

Education & Experience:

• Bachelor’s Degree preferred. 
• 5+ years of prior practical account management experience with a health and welfare carrier or broker is required.
• Current and active California Life & Health License is required. 

Competencies & Qualifications: 

• Experience with Large and Small Group clients.
• Knowledge of health and welfare plans, including medical, dental, vision, STD and LTD insurance.
• Ability to interpret client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.
• Ability to prepare RFP and have knowledge of the insurance marketplace.
• Ability to market new and existing clients.
• Excellent presentation skills, includes use of Excel and PowerPoint.
• Experience navigating and quoting in quoting systems.
• Experience working in AMS360.
• As needed, must be able to drive to client locations and deliver OE and education presentations.
• Bilingual English/Spanish preferred.