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The Major Gifts Manager manages a portfolio of 150+ prospects, cultivating and soliciting major, principal, corporate, capital, and endowment gifts. The role conducts at least 120 annual face-to-face donor visits, develops donor relationships, supports a $500 million campaign, coordinates stewardship events, prepares proposals and reports, analyzes fundraising data in Raiser's Edge, and represents the medical center in community activities. Regional donor travel may be required.

Documents and standardizes finance organization processes during reorganization. Responsibilities include developing a documentation repository, employee handbook, SOPs, inter-office procedures, workflow maps, and process improvement recommendations. The role also assesses stakeholder readiness, supports operational transition planning, and communicates with senior management and clients. This is a full-time remote, six-month position with possible extension and future onsite work.

Engage warm leads by phone, text, and email; explain financial services, answer questions, overcome objections, close sales, follow up consistently, and meet or exceed performance targets. The role offers paid training, a full-time Monday–Friday schedule, and performance-based earning potential.

Supports workforce development projects by maintaining quality systems, conducting audits, analyzing performance data, leading root cause analysis, delivering training, interpreting policy, and improving compliance and operational outcomes. The role provides technical assistance to local and corporate teams, supports program launches and contract transitions, prepares projects for audits, and develops reporting and quality improvement resources.

Leads and develops the global Account Development Representative organization by coaching ADR leaders, driving quota attainment, scaling outbound and inbound programs, improving performance visibility, and executing strategic initiatives. Partners with sales and cross-functional leadership on growth, onboarding, enablement, career development, and second-line leadership.

Leads enterprise finance and accounting, including financial reporting, close management, audits, tax coordination, internal controls, budgeting, forecasting, scenario planning, expense management, and long-term financial modeling. Partners with executives and board committees on financial analysis and strategic decisions, oversees core accounting processes, manages capitalization and 409A activities, and improves scalable finance systems and controls. Provides technical direction to accounting staff and supports regulatory and operational risk management.

Coordinates customer business development activities across retail partners, including promotions, product listings, launches, order readiness, customer requirements, reporting, inventory analysis, and business planning. Maintains calendars, trackers, item data, and documentation while coordinating cross-functional follow-up and resolving execution issues. Supports customer meetings, performance reviews, competitive analysis, and risk escalation. Requires strong organization, Excel and data analysis skills, communication, and stakeholder coordination.

Leads K-12 foodservice sales growth across the Southeast region by managing strategic school district accounts, supporting broker sales teams, presenting products and promotions, executing culinary ideations, increasing menu placements, securing bid awards, and facilitating commodity drawdowns. The role requires extensive foodservice sales experience, strong collaboration with culinary and broker teams, and 65–75% travel.

Supports daily middle-office operations across trade settlement, reconciliation, cash management, trade support, and data management for multiple fund types and custodians. Monitors trading workflows, resolves discrepancies, collaborates with trading and back-office teams, maintains procedures, supports compliance and audit activities, and improves processes through automation. Uses Excel, VBA, Python, and LLMs to enhance efficiency, accuracy, and operational risk management.

Manage a portfolio of activated B2B clients, serving as a strategic advisor and primary relationship contact. Drive product adoption, monetization, retention, upselling, and cross-selling across Klar’s financial products. Monitor account health and KPIs, prevent churn, resolve client issues, and provide feedback to Product, Risk, Operations, and Revenue teams. The role requires strong financial services knowledge, sales performance, communication, negotiation, organization, and CRM experience.