Investment Manager Salary in San Antonio, TX

About Net HealthBelong. Thrive. Make a Difference.Are you looking for a meaningful and satisfying career where you have endless opportunities to grow and be financially rewarded? Net Health may be the perfect place for you. A high-growth and profitable company, we help caregivers harness data for human health. We also honor and respect the needs of our Net Health family and staff, which is why we offer a work-from-anywhere environment and unlimited PTO. Our welcoming and collaborative culture paired with progressive benefits makes Net Health the ultimate career home!As a leading-edge SaaS company in healthcare, we deliver solutions that help patients get better, faster, and live more fulfilling lives. Our software and predictive analytics cover the continuum of care, from hospital-to-home, across various medical specialties. Come join us and start the next chapter of your exciting career while helping others to live better lives.World-Class Benefits That Reflect Our World-Class Culture.Click Here to Learn More!:#WorkFromAnywhere #UnlimitedPTO #ComprehensiveBenefitsPackage #EmployeeResourceGroups #CasualDressCode #PrioritizedEmployeeWellness #DiversityAndInclusion #AVoice #NewHireSupport #CareerDevelopment #EducationalAssistance #EmployeeReferralBonus #ProgressiveParentalLeaveJOB OVERVIEWLead the product strategy for one or more product lines of business and integrates assigned products into a coherent product portfolio that is focused on the market. Own product line or strategic initiative, educate internal teams about the market and personas, advise on building products from existing ideas, and develop new ideas based on industry experience, knowledge, contact with customers and prospects, and secondary research. Perform market research on new products, establish timeline for developing products, influence pricing and packaging, guide sales teams, and develop messaging and market positioning around products. Responsible for articulating outbound tasks necessary to clearly explain the benefits of product features and translate them into customer-facing messaging. Work with product manager and/or product owner to follow product defined road map. Lead product demonstrations at trade shows and on webinars, delivering presentations to customers and prospects, as well as creating marketing collateral. Assist sales with the knowledge and tools they need to be successful, develop customer-facing presentations, update the website, and outline the marketing programs required for demand generation.RESPONSIBILITIES AND DUTIESStrategic Leadership: Lead the development and execution of revenue cycle strategies, ensuring alignment with organizational goals and industry best practices.Product Development: Collaborate with cross-functional teams to enhance our suite of products, focusing on innovations that optimize revenue cycle processes for Therapy and Wound Care specialties.Market Analysis: Stay ahead of industry trends, conducting market analysis to identify opportunities for product improvement and innovation.Client Collaboration: Work closely with clients to understand their needs, gather feedback, and incorporate insights into product development, ensuring client satisfaction and retention.Regulatory Compliance: Stay abreast of healthcare regulations and compliance requirements, ensuring our products meet and exceed industry standards.Performance Metrics: Establish key performance indicators (KPIs) and regularly analyze product performance, making data-driven decisions to drive product success.Discover product problems in the market by interviewing customers, recent evaluators, and untapped, potential customers to inform the product roadmapValidate market/customer problems and build business cases with targeted audience, projected costs, risks, revenue and adoption, to support informed investment decisions and buy, build or partner recommendationsInform pricing models, schedules, guidelines, and proceduresWrite and maintain a product plan that informs the product roadmapDevelop an annual product roadmap with consideration of the product lifecycle phase and product portfolio; communicate progress at regular intervals to internal and external stakeholdersOwn customer advisory group; set agendas, secure speakers and facilitate sessions, collect, summarize and present feedbackLead the definition of User personasServe as the advocate for the product with customers, competitor's customers, prospects, and potentials when making roadmap prioritization decisionsManage the product roadmap to ensure it is updated on a quarterly basis and reflects current state; measure results and adapt timelines as necessaryAttend product demos by the Product Specialist and development teams to ensure alignment with market problems and needsParticipate in Change Control and other product-related meetings as neededInform the Product Management budget to support the product plan and roadmapSupport win-loss analysis by understanding why recent evaluators of the product did or did not buy, and what steps they took in the buying process in collaboration with product marketingContribute to product launch and collateral as a Subject Matter ExpertSupport trade shows, advertising, webinars, and conferences related to productWork closely with Product Marketing to ensure they are aware of upcoming roadmap or launch activities that require their assistanceSupport the sales team as needed for product demos and Subject Matter ExpertisePerform Product Intelligence to: o Understand market and competitive dynamics o Maintain an in-depth knowledge of customer business and operational processes o Maintain an understanding of healthcare and regulatory trends as they impact the products/product line Build a knowledge base of competitive products and trends with product marketing utilizing tribal knowledge and market researchIdentify and assess the strengths and weakness of competitive and alternative offerings in the market, and collaborate with product marketing to develop a strategy for winning against competitionWorking with Vendor Account Management, leverage integrated product vendor relationshipsCreate and deliver thoughtful information (for example webinars, blogs, e-books, etc.) to influence customers, buyers, industry specialists, research analysts, key editors in the press, and other third partiesQUALIFICATIONSBachelor's degree or equivalent experience7+ years' experience working with healthcare information technology, electronic medical records, patient workflow or related software products, with at least five years in a product focused role5+ years in product management, with a proven track record in the healthcare technology, Electronic Health Record, Revenue Cycle Management, and/or Practice Management industry.Collaborative Spirit: Proven ability to work collaboratively with cross-functional teams, clients, and stakeholders to achieve common goals.Innovative Mindset: Demonstrated ability to think creatively and drive innovation in product development, improving operational efficiency and customer satisfaction.Analytical Skills: Strong analytical and problem-solving skills, with the ability to make informed decisions based on data and market trends.Domain Expertise: Strong understanding of revenue cycle management in ambulatory and/or post-acute clinical specialties, with the ability to translate industry knowledge into actionable product strategies; SaaS solutions.Strong leadership and negotiating skillsAbility to travel up to 50%REQUIRED SOFTWARE EXPERIENCEMicrosoft Office applications (Word, Excel, PowerPoint)Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as requested to meet the ongoing needs of the organization.Colorado Pay Law: If you are a Colorado resident and this role is available in Colorado or remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email to [email protected] you are a CA, CT, CO, IL, MD, NV, RI, WA or NY City resident and this role is available in one of those locales or remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email to [email protected]

Position Overview:The Senior Investment Analyst position is pivotal in driving investment strategies through advanced modeling, rigorous underwriting, and comprehensive analysis. This role requires leveraging extensive experience in investment analysis and financial planning to collaborate with cross-functional teams in identifying opportunities, mitigating risks, and maximizing returns for clients.Key Responsibilities:Development and maintenance of advanced financial models to evaluate investment opportunities across various asset classes.Conducting thorough underwriting assessments to evaluate the viability and risk profile of potential investments.Sensitizing financial models to assess the impact of different scenarios and market conditions on investment performance.Providing insightful recommendations based on comprehensive analysis of financial data, market trends, and economic indicators.Collaborating with portfolio managers, traders, and other stakeholders to optimize investment strategies and portfolio allocations.Staying abreast of industry developments, regulatory changes, and emerging trends to inform investment decisions and strategies.Communicating complex investment concepts and analysis effectively to internal stakeholders and clients.Qualifications:Minimum of 2 years of experience as an investment analyst, with demonstrated expertise in one or more areas of finance, such as investments, portfolio management, planning, corporate finance, wealth management, banking, or trading.Bachelor's degree in Finance, Economics, or related field; Proven track record of building and utilizing complex financial models within Excel to support investment decision-making.Master's degree or CFA designation preferred.Strong understanding of underwriting principles and risk assessment methodologies.Exceptional analytical skills with the ability to interpret and synthesize large datasets.Proficiency in financial software and tools, including Excel, Bloomberg, and/or other modeling platforms.Excellent communication and presentation skills, with the ability to convey complex concepts clearly and effectively.Strong attention to detail and ability to thrive in a fast-paced, dynamic environment.

Relationship ManagerRemote in San Antonio, TXAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary responsibilities are to identify, solicit, establish, develop, and manage new client relationships. Develop, maintain, and expand relationships by actively promoting our services to existing and prospective clients.EDUCATION & SKILLS REQUIRED:A bachelor's degree is a plus.Must have "Relationship Management" experienceFinancial background or education is required.Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills.Proven ability to develop new relationships within military communities. Military service, military spouse, or strong knowledge of the military is required. Government benefits experience is a plus.Salesforce Financial Services Cloud is beneficial.Microsoft Office applications are preferred.Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial.We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.req23-00930

Company Introduction 9th Way Insignia is a service-disabled, veteran-owned small business bringing transformative technology to our government customers so they can achieve their missions. Our specialties include cybersecurity, cloud modernization, software development, data analytics, enterprise architecture, enterprise IT, analytics and artificial intelligence. Learn more about 9th Way Insignia at https://9thwayinsignia.com/ Team (Project) Introduction 9th Way Insignia Technology is looking for a Capital Planning and Investment Control Subject Matter Expert (CPIC)to join our team to assist in providing Information Technology Program Management and technical support (i.e., development, operations and maintenance) to the Department of Veterans Affairs, Benefits and Memorial Services (BAM) Portfolio. BAM provides high quality, effective, and efficient Information Technology (IT) services to those responsible for providing care to the Veterans at the point-of-care as well as throughout all points of the Veterans' health care in an effective, timely and compassionate manner. VA depends on Information Management/Information Technology (IM/IT) systems to meet mission goals, and deliver world-class, innovative systems that ensure reliable, secure, and seamless delivery of benefits and services directly to Veterans and their families. The BAM serves the Veterans Benefits Administration, the Board of Veterans Appeals, and the National Cemetery Administration to develop and manage advanced technology solutions. Functional Job (LCAT) Information: A CPIC Subject Matter Expert has a a deep understanding of the CPIC process, federal IT investment management practices, and budget formulation and execution. They will play a key role in guiding and advising the organization on CPIC policies, procedures, and best practices to ensure effective IT investment decisions aligned with business objectives and regulatory requirements. Professional Level Information: A CPIC Subject Matter Expert aligns as a Level 4(H) Manager within 9th Way Insignia Technology. A Level 4(H) Manager accomplishes objectives by leading teams and applying expert level, hands-on skills with projects. Hybrid Managers require skills and qualifications such as exceptional leadership, communication and interpersonal skills. Responsibilities: Provide expert guidance and consultation on CPIC policies, procedures, and methodologies to support IT investment decision-making processes. Assist in the development and management of IT investment portfolios, including project prioritization, resource allocation, and performance monitoring. Lead or contribute to the development of business cases for IT investments, including cost-benefit analysis, risk assessment, and alignment with strategic goals. Collaborate with finance and budgeting teams to ensure IT investments align with budgetary constraints, track spending, and support budget formulation and execution processes. Ensure compliance with federal CPIC guidelines, regulations (e.g., OMB Circular A-11, A-130), and agency-specific policies, and support CPIC-related audits and reviews. Analyze data related to IT investments, financials, performance metrics, and ROI to support decision-making, reporting, and transparency. Identify and assess risks associated with IT investments, develop risk mitigation strategies, and monitor risk factors throughout the investment lifecycle. Collaborate with stakeholders across departments (IT, finance, program management, etc.) to gather requirements, solicit feedback, and communicate CPIC-related updates and decisions. Develop and deliver training sessions, workshops, and materials on CPIC principles, processes, and tools for stakeholders and project teams. Stay current with CPIC industry trends, best practices, and regulatory changes, and contribute to the continuous improvement of CPIC processes, tools, and governance frameworks. Requirements: Bachelor's degree in Business Administration, Finance, Information Technology, or related field (or equivalent work experience in lieu of degree) 7-9 years experience Deep understanding of federal CPIC guidelines, OMB Circulars (A-11, A-130), FITARA, and related regulations governing IT investment management. Experience in developing business cases, conducting cost-benefit analysis, and evaluating ROI for IT investments. Strong analytical skills, with the ability to analyze financial data, performance metrics, and risk factors to support decision-making. Excellent communication, presentation, and stakeholder management skills, with the ability to interact effectively with diverse teams and senior leadership. Knowledge of budget formulation and execution processes, financial management systems, and federal procurement practices is desirable. Preferred/Desired: Master's degree preferred. Relevant certifications such as CPIC Practitioner (CPIC-P), PMP, CGFM, or related certifications are a plus. Salary Range: The salary range for this position is $101,000 - $145,000 9th Way Insignia's range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. Location: Remote 9th Way Insignia reserves the right to adjust work location based upon mission requirements. Clearance, background investigation: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information. Legal: We're an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change - no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law. PDN-9bc74b3f-147f-466f-a7cc-3be157f08ab6

Position at Franklin Energy COMPANY SUMMARYAs a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States and Canada, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals. We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve. Position SummaryThe Energy Auditor I is responsible for providing services directly to small business tenants, building owners and other utility customers. You will provide expert advice and coordination for our programs while recommending specific modifications to electric and/or gas systems through exemplary customer service; you will also convince prospective clients of the improved efficiency that our services will bring. This role includes completing walk through energy efficiency assessments, the installation of energy efficiency equipment and products, and for deepening customer awareness of and participation in rebate programs and the Utility's energy efficiency program. Essential Duties and ResponsibilitiesThis list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.Promote the energy efficiency program to customers through the completion of scheduled energy assessments Work with building owners and property managers to provide energy efficiency advice and assistance in participating in energy efficiency programs Deliver professional, high quality services to utility customersComplete walk through energy assessments of properties that identify key natural gas and electric saving opportunities (all living space, basement, attic, and exterior perimeter of building)Install energy saving devices including energy efficiency lighting, programmable thermostats and hot water saving devicesClearly explain and articulate energy assessment findings to building owner including explanation of energy efficiency rebatesDevelop a comprehensive understanding of the program's strategic direction regarding energy efficiency and the business activities of its customers Identify and provide documentation of on-site opportunities for energy efficiency and provide follow-up to customers as required Discuss technical elements of energy consuming equipment-i.e., lighting, HVAC, hot water systems, building and pipe insulation, and air sealing Enter data into spreadsheets and databases to determine energy savings and to manage current projects which may also include collaborating with engineers as required Maintain professional appearance appropriate for a representative of our organization and the utility Build quick rapport with customers. Quickly initiate conversations with customers on site regarding energy usage at the facility When required, provide written summary reports directly to the customer, and summary reports to the client/Program Manager Be able to work in a team atmosphere, and willing to collaborate on continuous improvement of operations year after year Lead presentations promoting energy efficiency programs for targeted groups Perform direct installation of faucet aerators and LED lamps and other direct install measures in qualified customer facilities Conduct inventory counts and submit inventory reports as requested by management.Assure the cleanliness and organization of warehouse locations and fleet vehicle parking areas by regularly assisting with the cleaning and organization of those areas - this includes proper storage of product and recycling materials, if applicable.Assure assigned fleet vehicles have all safety products located within and attached to the vehicle, and that the vehicles are kept clean and orderly. Perform routine vehicle safety inspections and submit inspection and maintenance reports to management upon request.All other duties as assigned.Position RequirementsEducation and ExperienceAssociates degree or equivalent experienceOne of the following:Residential building constructionHeating and Air Conditioning System install, sales or serviceOther energy efficiency designations or certificates including:Advanced Home Energy Professional (HEP)Building AnalystEnvelope ProfessionalResidential Building Envelope Whole Hose Air Leakage Controller InstallerHeatingAir Conditioning and Heat PumpAir sealing and building insulation experienceCustomer Interview & Sit Down - articulate findings and recommendationsBPI Fundamentals or above is a requirement1 - 2 years of experience in marketing, community organizing, or a related field - PreferredRequired Skills, Knowledge and AbilitiesStrong interpersonal, interviewing and communication skills. Must be able to handle a wide work variety and work in a fast-paced environment.Strong data entry skills in entering information in tracking systems/databases.Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload. Proficient in Microsoft Office, specifically Word, Excel and Outlook.Ability to communicate effectively, both verbally and in writing with customers, clients and employees.Knowledge of mathematical concepts such as fractions, percentages and ratios. Committed to diversity and inclusionReliable transportationLicenses & CertificationsValid driver's licenseTravel RequirementsWillingness to travel up to 75%Estimated Wage Range: $34,200 - $47K+Benefits Include: Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, parental leave, sick/safe leave, company paid volunteer hours, and more!Physical Demands and Work EnvironmentRequired to sit, stand, walk; talk and hear; and ability to touch and handle tools and/or controlsAbility to lift up to 40 poundsNoise Level is typically moderateEmployee could be exposed to fumes and/or airborne particles and risk of potential shockNote: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.An Equal Opportunity EmployerFranklin Energy implements the use of dash cams inside their fleet of leased vehicles because the Company believes video surveillance devices (Dash Cams) promote the safety of employees as well as security within the company vehicles. The Company will not use video surveillance (Dash Cams) for any unlawful purpose including monitoring employees or giving the impression of monitoring. Our Dash Cam Policy applies to all employees of the Company and temporary agency employees, regardless of whether an employee or temporary agency employee may be driving or riding in Company Vehicles. The primary use of Dash Cams is to assist in the protection and safety of employees and property, prevention, and detection of criminal offenses such as vehicle vandalism and break-ins and staged-accident fraud, defense of legal claims, driver exoneration, and driver training and improvement.

Job Description Summary The General Manager (GM) is the onsite leader of the hotel and represents the company with all guests, clients, associates, and owners. The General Manager is responsible for consistently delivering results that contribute to the mission and overall success of the hotel by accomplishing performance objectives focused on driving revenue, controlling costs, providing guest and associate satisfaction, and delivering product and service quality. To accomplish this the GM will work directly with Sonesta's marketing, revenue management, and sales team and the shared accounting, facilities, human resources, information technology and procurement services that support the hotels.Job DescriptionDUTIES AND RESPONSIBILITIES:Deliver on the promise of Sonesta Service in all interactions with guests and clients. Manage according to the Sonesta G.U.E.S.T. standards and instill a passion for customer service in all associates of the hotel. Create processes and procedures to ensure the hotel is properly supplied with all guest amenities, all food and beverage outlets are meeting guest expectations, and the hotel is properly maintained and clean.Manage the direct sales activities of the hotel in partnership with the hotel's Regional Sales Director (RSD) and Global Sales Office (GSO) to uncover the appropriate demand located in the hotel's trade area. Directly supervise the hotel's Director of Sales and partner with the above sales support team to create and execute the hotel's sales and marketing plan to secure the fair market share of business for the hotel.Manage the overall seasonal demand strategy in partnership with the hotel's Regional Revenue Manager (RRM) with regard to room type and length of stay pricing. Work with the hotel's property management system (Opera) and reservation system (Synxis) to maximize revenue through occupancy and rate adjustments based on market conditions.Regularly sell hotel rooms through direct client contact.Establish and implement appropriate service recovery guidelines in order to ensure complete guest satisfaction. Respond to guest complaints or concerns in a prompt and professional manner.Manage the Sonesta ES Suites brand positioning through the proper use of all marketing programs. This would include, but is not limited to the creation of everyday surprises, the implementation and management of the company's guest recognition program (Travel Pass) and the proper use of all logo and graphics standards. Manage the front office, housekeeping, and food and beverage operation of the hotel through the direct supervision of the Operations Manager.Manage the appearance, condition, and preventive maintenance of the physical plant through the direct supervision of the Maintenance Manager.Attend Evening Social and Breakfast events as a representative of the management team of the hotel and to prospect for additional sales leads.Lead the development, implementation and monitoring of capital and operational budgets for the hotel which support the overall objectives of the company. Work with the Finance Department on the identification of variances and communication to ownership on the hotel's financial condition.In partnership with the hotel's assigned General Ledger Accountant and in accordance with company rules and policies, ensure the proper process is in place to manage and report the inflow of money in and out of the hotel.In partnership with the Manager, National Engineering and Facilities Operations and in accordance with company rules and policies, ensure the proper process is in place to manage and report on the condition of the physical building(s), grounds, and parking surfaces. This includes the creation and management of the hotel's annual capital and operations expense budget to improve and maintain the facility for guests and ownership.In partnership with the hotel's assigned Human Resources representatives and in accordance with company rules and policies, ensure the proper process is in place to manage and report on the human resources and benefits programs within the hotel. This includes the recruiting, onboarding, training, ongoing performance management, and offboarding of all associates of the hotel.In partnership with the assigned Information Technology representatives and in accordance with company rules and policies, ensure the proper process is in place to manage and report on the proper use, maintenance and location of all information technology hardware and software provided to the hotel. This includes the proper use of all systems in order to service all guests and provide a return on investment to owners.In partnership with the assigned Procurement representatives and in accordance with company rules and policies, ensure the proper process is in place to manage and report on the purchasing of all supplies needed to manage the hotel. This includes the proper use of any platforms and/or programs to leverage purchasing power and the analysis of hotel spending to identify efficiencies.Enforce hotel standards, policies, and procedures are in place within the hotel departments.Act as "Manager on duty" as required.Ensure compliance with federal, state and local laws regarding health, safety, and alcohol services.Perform other duties as assigned.QUALIFICATIONS AND REQUIREMENTS:Bachelor's degree in Hotel Administration, Business Administration or related field preferred.Three years as a General Manager, Operations Manager, and/or Director of Sales in extended stay hotels preferred.Ability to speak, read, and write fluent English; other languages beneficial.Professional verbal and written communication skills.Mathematical skills, including basic math, budgeting, profit/loss concepts, percentages, and variances.Problem solving, reasoning, motivating, organizational and training abilities.Ability to prioritize and organize work assignments.Experience with Microsoft Office and Opera systems preferred.Ability to travel including some overnight travel is required.Valid driver's license required.Frequently standing up, bending, climbing, kneeling, and moving about the facility.Will be exposed to commercial cleaning chemicalsCarrying, lifting or pulling items weighing up to 50 pounds.Frequently handling objects and equipment.Will be required to work mornings, evening, weekends, and holidays. Additional Job Information/Anticipated Pay Range Benefits Sonesta recognizes that benefits play a vital role in helping ensure the health and financial security of employees and their families. We offer a variety of benefits to our employees including:Medical, Dental and Vision InsuranceHealth Savings Account with Company Match401(k) Retirement Plan with Company MatchPaid Vacation and Sick DaysSonesta Hotel DiscountsEducational AssistancePaid Parental LeaveCompany Paid Life InsuranceCompany Paid Short Term and Long Term Disability InsuranceVarious Employee Perks and Discounts Upon submitting your application, please ensure you complete a full application in addition to attaching a resume. Incomplete applications received will not be considered.

Calabria Group is currently looking for an Events/Trade show Manager. This is a contract that does require up to 30% travel. If you meet the below requirements please applyPay $40hr up to 1 year contract Remote with travel required In this role you are responsible for: Spearheading event activation of all AMS events including but not limited to: RSA, HIMSS, FS-ISAC, S4, BlackHat and Forerunner.Event activation: Pre-production, on-site prepActs as the primary event producer for AMS events, overseeing and leading the entire life cycle of event creation.Works cross-functionally to develop and implement best practice strategies and ensure project taskforces are clear on deliverables, timelines and roles and responsibilities.Source and manage vendors and production partners to ensure they are meeting the specific design requirements and guidelines that are in line with the event strategy, brand, and budget.Develop and manage the overall event processes involving key stakeholders in the decision-making process.Create and execute the Canadian marketing plans for pipeline generation, awareness, and joint channel partner marketing.Manage the regional marketing and AMS Events budget by aligning investments to sales targets and goals.Analyze and provide insights on campaign performance using marketing dashboards.Work cross functionally with Business Development team to communicate upcoming programs and facilitate follow up.Work with BDR/Sales to ensure they understand which accounts to prioritize.Use your creativity powered by data to research/generate ideas for how we can create and accelerate pipeline.What You Bring:We value competency, aptitude, effort, and a great attitude as a supplement to experience.Bachelors degree in marketing, business, or related field.Excellent interpersonal and communication skills, with the ability to build rapport with clients and internal teams.3 years of experience in customer marketing or related roles, preferably in Cyber Security.Proven track record of executing successful large conferences and trade shows.Strong project management skills with the ability to manage multiple projects simultaneously.Excellent communication, writing and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels.Creative thinker with a customer-centric mindset and a passion for delivering exceptional customer experiences.Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities.Team player with strong collaboration skills who is coachable with a growth mindset.

COMPANY PROFILE:PE owned, premier regional provider with multiple clinics across Texas. OUTSTANDING COMPENSATION AND BENEFITS:Base up to $125K + 5% bonusCompany subsidized medical with 4 plans to choose from, 1 is almost 100% company paid for the employee only; dental and vision 100% company paid for the employee only ; Health Savings Account & Flexible Savings AccountCompany paid Basic Life and AD&D; LTD, STD and optional additional life offered401K company match of 100% of first 3% plus 50% of the next 2%Manager will be instrumental in improving FP&A and BI/healthcare analytics function Role with the Company: This Manager will lead the development of business intelligence solutions that collect, analyze, and present information to the business, and subsequently develop the solution to address the healthcare business requirements. Supporting areas including Clinical Services, Operations, Finance/Accounting, Revenue Cycle and other departments within the organizations. Reports to the CFO. POSITION ACCOUNTABILITIES:Leads a professional team of 2 analysts responsible for the design, development and delivery of timely, accurate, comprehensive financial operational reports and dashboards. Provide guidance, coaching, and performance feedback to team members.Responsible for successful delivery of functional and technical components of Business Intelligence (BI) reporting solutions using Tableau and other systems utilized by the Company.Operational and Business Objectives: Collaborate with Executive Management, Accounting, Revenue Cycle, Sales, and Operations teams to define and understand operational and business objectives, ensuring alignment with overall organizational goals.Present financial data with actionable recommendations in monthly operational reviews with senior leadership & physiciansBusiness Requirements and Metrics: Gather and document business requirements, and Key Performance Indicators (KPIs) to establish benchmarks and evaluate success criteria.Financial Planning: Collaborate with Business Unit heads to build their annual budgets and forecasts.Business Case Development: Preparing business cases to support new investment, strategic and other business decisions.Data Analysis & Reporting: Analyze performance data from business, operations, and software systems to identify trends, patterns, and insights. Convert business performance objectives and requirements into clear and actionable reports & presentations.Interactive Reporting and Dashboards: Build and test interactive operational reports, analytics, and dashboards using tools such as Tableau, Excel, or other suitable software, providing stakeholders with real-time access to relevant data.Organization and Standardization of Data: Develop requirements and lead implementation of data warehouse solution to assist with providing meaningful insight.Query Development: Execute queries to extract, transform, and analyze data from databases, Excel spreadsheets, and other relevant sources to support reporting and data analysis requirements.Performance Improvement: Collaborate with Operational teams to drive performance improvement initiatives based on analytical insights and best practices, identifying areas for optimization, efficiency, and process enhancements.Collaboration and Project Management: Work in a highly collaborative manner, engaging with cross-functional teams to ensure smooth project execution and timely delivery of analytical solutions. Leverage project management skills to coordinate tasks, timelines, and resources effectively.QUALIFICATIONSBachelor's degree in Finance, Computer Science, Information Systems, or related field; CA, CBA, MBI, CPA or CFA certification a plus7+ years' experience in FP&A Reporting using Business Intelligence and Analytics software including Tableau, Power BI, Qlik3+ years as a functional manager managing a team of 2+ and proven track record of developing employeesFinancial modeling experience, developing long range planning models, M&A models, new service line modelsHighly proficient with data analysis, analytics, & reporting, with a track record of delivering insights & actionable recommendationsExperience in report and dashboard development, data modeling, and data visualizationProcess improvement exp w intellectual curiosity to figure out what's not working well and how to fix it, not just running reportsExperience presenting financial data in a way nonfinancial people can understand in mo operational reviews w senior leadershipExceptional leadership skills with the ability to interpret complex financial data and provide actionable insights to stakeholdersProficiency in working with SQL databases, including data extraction, transformation, and analysisExperience leading the design and development of system integration using APIs, FTP, and other integration softwareAdvanced software skills in Tableau, Excel, PowerPoint, ModMed, HST, ADP Workforce Now, Sage Intacct a plusAbility to collaborate with and develop relationships with anyone, including dept heads, executive leadership, and physiciansUnderstands importance of deadlines and hits them with no excuses or saying it can't be done

Our associates celebrate lives. We celebrate our associates.Consider the possibilities of joining a Great Place to Work!The Customer Data Platform (CDP) Manager will drive SCI's vision and implementation of a CDP. They will manage the roadmap and discovery for a groundbreaking product that will span multiple customer touchpoints and customer segments, coordinating efforts between IT partners, marketing technology leaders, Digital products, and stakeholders across the company. Marketing analytics and CDP at SCI are poised to make a significant impact on the consumer experience around death care as we are preparing to deploy personalization and data at a scale never before seen in the industry. This position will play a vital role in creating enhanced, personal, and exceptional experiences for families across North America by developing a deep understanding of business processes across Sales, Marketing, and Operations to enable data-driven targeting, reporting, and automation via the CDP. This role will influence sales results by enabling Marketing leadership to analyze and deploy personalization in an omni-channel environment.JOB RESPONSIBILITIESServe as a subject matter expert on the CDP, including teaching, training and documenting platform features and usability as well as remaining apprised of CDP trends and developmentsDrive growth and impact of the CDP with a focus on generating both financial return on technology investments and improvements to customer satisfactionMaintain internal stakeholder relationships, and serve as the primary day-to-day contact with CDP vendor and marketing teams. Work cross-functionally to continuously expand usage and engagement so that SCI leverage the CDP to its highest potentialCoordinate and oversee the process of implementing the CDP platformOversee CDP Data Science teamDevelop a backlog of CDP enhancements and manage prioritization with the CDP vendor and internal stakeholdersManage program accessibility, settings, internal user support, and training to drive utilizationDevelop and maintain governance procedures to support users and consumer experiencesEvaluate changing organization capabilities and tools to identify new ways for the CDP to provide richer analyses or empower greater customer engagementEnable Marketing analytics implementation and operationsOversee customer acquisition and engagement campaign ideation, development, and executionThis is not intended to be an all-inclusive list of the essential functions or duties related to this jobMinimum Requirements Education Bachelor's degree in Marketing, Computer Science, Statistics, Mathematics, Economics or a related disciplineExperienceA minimum of 3 years in sales & marketing or Digital technologies, IT, or equivalent experience in a related field.Knowledge, Skills and AbilitiesResults-oriented collaborative team player with a keen ability to demystify data and streamline processes.Experience coordinating technical product design and internal user management involving customer-facing applicationsExpert user of CDP platforms (Treasure Data Preferred)Salesforce CRM experience a plusExperience developing integration technologies within data platforms to support customer experience strategies and solutionsData visualization experience in tools such as PowerBI or TableauUnderstanding of identity resolution strategies and solutionsExperience with both API and batch integration approachesAwareness of agile development and support methodologiesExperience organizing and facilitating discovery and business requirement captureStrong cross-functional collaboration experience with the ability to manage conflicting priorities across partnersWorking knowledge of data pipelines, data warehousing, and data lake principlesProficiency in SQL/Query languagesAbility to manage multiple projectsHigh attention to detailWork Conditions Work EnvironmentWork indoors during all seasons and weather conditionsLimited amount of travel to the corporate offices required if working remotelyStandard business dress is required. Work PosturesSitting continuously for many hours per day, up to 6 hours per dayPhysical DemandsPhysical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usageWork HoursWorking a number of evenings every month, beyond "standard" hours

Why USAA?Let's do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!The OpportunityWe are looking for a Program Manager Lead for the Bank Member Experience & Complaints Program, responsible for development, maintenance, and execution of Bank Complaint program procedures that operationalize the Enterprise Complaint Management Policy and provides Member Service Representatives (MSRs) and Advocates with tools and resources to identify, track, categorize, escalate, research, and resolve Bank complaints. You will be responsible for the oversight and governance of the complaints program. You must have experience and know in-depth the lifecycle of a complaints program and provide root cause analysis. This is an individual contributor position.Leads the management, execution and delivery of large-scale programs (multi-year, large cost and scope, etc.) and/or the oversight and governance of programs to ensure alignment to the line of business strategic imperatives and to monitor program health. Works to achieve multi-year program deadlines, scope and overall program benefits. Defines multiple program strategies based on business demand and return on investment expectations.We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.What you'll do:Identifies potential new program opportunities to deliver integrated solutions that meet multiple business partner needs.Defines and maintains multiple program strategies based on business demand and return on investment expectations.Works closely with project sponsor and cross-functional teams, to plan and develop scope, deliverables, required resources, work plan, budget, and timing for new programs.Directs analyses, root cause identification and development and recommendation of key work products.Applies experienced knowledge of the business, its products and processes to assess program risks and rewards across multiple technologies and business goals.Negotiates agreements, settles disputes equitably and diffuses high tension situations.Negotiates program tradeoffs with IT and the business to ensure alignment of demand to capacity.Responsible for developing multi-year business plan to deliver business capabilities and define execution approach to achieve business goal while reducing risk and delivering early business value wherever possible.Mentors Program Managers in developing business strategies, identifying benefits and defining alternatives across departmental programs and across USAA programs.Ensures compliance with company and regulatory policies and procedures.Adheres to EPMO processes, procedures, controls, standards, tools and templates (as required).Adheres to governance rigor required for work effort.Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have:Bachelor's degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.8+ years of project and/or program management experience, including experience defining a new program and/or leading large-scale projects.Expert level of experience in Principles of Project/Program or Portfolio Management.Experience in program management and execution experience delivering complex work efforts working with Waterfall and Agile methodologiesStakeholder management and influencing skills.Advance understanding of risk management policies and procedures.Extensive knowledge of program management methodology and techniques; program performance evaluation and change management principles.Extensive experience developing, maintaining and reporting on large cost project/program budgets.Strong business acumen and/or demonstrated learning agility to quickly increase business expertise.What sets you apart:Strong experience in complaints management programs in a large retail bank environmentExperience in executing and/or leading Risk Control Self Assessments (RCSAs), issue management, and process efficiency programsProven track record to inspire change and collaborate with all levels of managementStrong analytical, organizational, and problem-solving skillsExperience with communicating and presenting key concepts to senior leadership, broad groups and team staffProven track record to craft, implement, and sustain oversight processesDeep Complaints experienceThird Party Vendor Oversight and MonitoringData analysisStrong Critical thinking and root cause analysis skillsetAbility to deliver executive level reportingBanking compliance and risk management experienceUS military experience through military service or a military spouse/domestic partnerThe above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.What we offer:Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $120,550 - $230,400.Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.