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Financial Services
Prospect and cold-call C-suite executives through phone, email, LinkedIn, and other channels to secure introductory meetings for investment bankers. Maintain prospect activity in Salesforce, manage follow-ups, develop call scripts and email templates, understand investment banking services, prepare weekly reports, and complete required SIE, Series 7, and Series 63 examinations. This is a remote inside-sales role supporting Lincoln International’s Private Company Coverage team.
Top Skills:
LinkedInExcelMicrosoft WordSalesforce
Biotech
Manage end-to-end SaaS client implementations from kickoff through production deployment. Responsibilities include project planning, risk and scope management, discovery and solution design, software configuration, stakeholder communication, testing, issue resolution, training, documentation, and coordination with development, customer success, and managed services teams. The role also supports continuous improvement and requires strong client relationship, communication, and project management skills.
Top Skills:
ConfluenceJIRAmacOSExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSaaSSmartsheetWindowsZendesk
Insurance
Conduct insurance fraud investigations by reviewing evidence, analyzing claims, identifying leads, interviewing witnesses, verifying documents and activities, and preparing accurate reports with recommendations. Maintain detailed case records, coordinate with claims personnel, law enforcement, and regulators, brief management, testify in court, and ensure compliance with New York regulations, company policies, and applicable civil and criminal laws.
Top Skills:
CamerasComputersDatabasesExcelMicrosoft WordRecorders
Energy • Utilities • Solar • Renewable Energy
Provides executive leadership for the enterprise project portfolio and EPMO. Oversees portfolio governance, strategic execution, capital project investments, prioritization, project controls, risk management, performance reporting, and cross-functional coordination. Partners with executives and the Board to align initiatives with organizational objectives, manage resources and dependencies, resolve barriers, and ensure projects meet scope, schedule, budget, safety, and regulatory expectations. Develops project management standards, tools, talent, and accountability across the cooperative.
Professional Services
Account Executive responsible for selling educational publishing and literacy solutions to school districts and communities. Builds relationships with district stakeholders, identifies opportunities, prepares RFPs, demonstrates products, manages account activity in CRM, closes sales, expands account penetration, and achieves assigned revenue goals. The role requires educational publishing experience, curriculum knowledge, strategic territory selling, strong relationship-building skills, and travel up to 60%.
Top Skills:
Customer Relationship Management (Crm)MS OfficeSales AutomationWeb-Based Software
Professional Services
Account Executive responsible for selling education solutions to school districts and communities across Southern California. Builds relationships with district stakeholders, identifies opportunities, prepares RFPs, demonstrates products, manages CRM activity, expands account penetration, and closes large sales. Requires strong knowledge of academic curriculum, strategic territory selling, customer relationship development, and willingness to travel up to 60%.
Top Skills:
Customer Relationship Management (Crm)MS OfficeSales AutomationWeb-Based Software
Professional Services
Manage product databases, digital content delivery, customer onboarding, metadata and asset coordination, product setup, submissions, bids, reporting, invoices, and vendor administration. Provide customer service support by handling inquiries, fulfillment issues, sales team requests, orders, and follow-up. The role requires strong Excel skills, attention to detail, communication, prioritization, and independent work in a collaborative environment.
Top Skills:
Excel
New
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Edtech
Reviews college admission applications to assess student readiness and recommend scholarship values for final approval. Supports admissions, financial aid, recruitment initiatives, and general enrollment operations. Interprets academic documents, follows established policies and application-reading processes, and uses CRM/Slate. The role is remote with flexible hours.
Top Skills:
Crm/Slate
Healthtech • Biotech
Manage a defined territory of orthodontist and general dentist accounts, driving revenue and case volume through consultative sales of Invisalign and iTero solutions. Develop territory and account plans, onboard high-potential customers, achieve sales targets, educate practices on products, analyze business needs, and coordinate internal resources. The role requires business and clinical discussions, virtual selling, CRM usage, and independent execution.
Top Skills:
CRMInvisalignIteroMS OfficeSalesforceVirtual Communication Platforms
Insurance
Researches laws and regulations, manages insurance regulatory filings and reporting, monitors market conduct and partner compliance, investigates issues, coordinates remediation, and advises business divisions on regulatory requirements and implementation.
Top Skills:
MS Office
Insurance
Conducts quality audits across claims, membership, customer service, workflow, and processing operations. Analyzes errors and root causes, recommends process improvements, develops quality-control programs, monitors corrective actions, prepares performance reports, updates procedures and training materials, trains employees, and supports system changes and special projects.
Top Skills:
MS Office
Insurance
Coordinates testing for major system enhancements by preparing test data and matrices, executing test cases, evaluating results, reporting defects, and documenting system issues. Serves as a liaison between operations and Information Systems, researches production problems, assists with resolution, reviews system performance reports, and supports customers and testers during testing and production.
Top Skills:
Csr DesktopMhtk
Professional Services • Consulting • Financial Services
Manage a portfolio of client accounts through the full bookkeeping cycle, including reconciliations, journal entries, month-end close, financial statement preparation, and tax-ready recordkeeping. Review team members’ work, resolve discrepancies, maintain balance sheet integrity, support tax professionals, mentor junior bookkeepers, and improve bookkeeping processes. The role is fully remote and requires independent work, reliable communication, and strong client-service skills.
Top Skills:
KarbonQuickbooksQuickbooks DesktopQuickbooks EnterpriseQuickbooks Online
Professional Services • Consulting • Financial Services
Prepare and review accounting and tax deliverables for small and mid-sized business clients, manage client relationships, coordinate accounting and tax production, improve SOPs, review team work, and report operational health to the CEO. The role combines hands-on tax and accounting expertise with onboarding, retention, renewal, upsell, and advisory responsibilities.
Top Skills:
Quickbooks
Industrial • Manufacturing
Leads multidisciplinary semiconductor tool installation design projects from equipment specifications and utility planning through commissioning and client handover. Manages scope, schedules, budgets, change orders, risks, contractors, and client stakeholders while enforcing EHS and cleanroom standards. Coordinates engineering, design, construction, and tool-owner teams; resolves technical conflicts; performs site verifications; and mentors project managers.
Top Skills:
Ai Large Language ModelsMicrosoft ProjectPrimavera P6
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