Commercial Client Advisor for Small Businesses

Role overview imaFinancialGroup is hiring a Commercial Client Advisor to support small businesses. The position offers flexibility, with options to work from Charlotte, NC; Denver, CO; Overland Park, KS; Wichita, KS; or fully remote. What you will do Develop and maintain strong relationships with small business clients. Learn about each client’s unique needs and business goals. Deliver strategic financial advice tailored to the challenges small businesses face. Recommend solutions that help clients achieve their objectives in a competitive market. Who succeeds in this role This role fits people who care about helping small businesses grow and enjoy supporting their success.

Join Brightspeed as a Senior Small Business Account Executive, where you will play a pivotal role in driving growth among small business clients. You will leverage your expertise in sales and relationship management to cultivate lasting partnerships and deliver exceptional service. Your ability to identify client needs and provide tailored solutions will contribute significantly to our mission of enhancing connectivity for small businesses.

Join Brightspeed as a Senior Small Business Account Executive, where you will play a pivotal role in driving growth and fostering relationships with small businesses. In this dynamic position, you will be responsible for identifying new business opportunities, developing tailored solutions, and ensuring customer satisfaction. Your expertise will help empower local businesses to thrive in a competitive landscape.

Join CPI Security, a frontrunner in security and automation solutions, as a Commercial Sales Advisor in Charlotte, North Carolina! As a key member of our team, you will design, present, and sell our award-winning security and automation solutions. You will engage in lead generation and prospecting using company-provided tools, all while contributing to our mission of enhancing safety in our community. This role offers an exceptional opportunity to earn a commission-driven income while delivering invaluable service to our clients. This position is more than just a sales role; it represents a pathway to a meaningful and purpose-oriented career with ample opportunities for growth, stability, and competitive compensation.Your Responsibilities:Articulate the value and capabilities of CPI Security’s products to prospective clients.Proactively generate customer connections alongside company-generated leads to meet and exceed sales goals.Cultivate and maintain exceptional relationships with clients to ensure their complete satisfaction.Manage a weekly appointment schedule with accounts in your designated area.Display merchandise and build product showcases to drive sales.Collaborate closely with the Sales Manager and team to achieve collective objectives.

Welcome to Olly OllyAre you ready to take local marketing to the next level? At Olly Olly, we merge cutting-edge technology with real-world experience to empower businesses across the U.S. like never before.We recognize that small businesses are the backbone of our economy. That’s why we are on a mission to equip them with the necessary tools, strategies, and insights to enhance their online visibility, generate quality leads, receive calls and reviews, and ultimately, achieve sustainable growth without unnecessary complexities.Our Olly Olly platform seamlessly complements our hands-on services. It offers straightforward, user-friendly software designed to help local businesses optimize operations, manage contacts, attract leads, stabilize cash flow, and maximize revenue with minimal effort, allowing them to focus on what they do best. Our VisionWe aspire to be the leading all-in-one platform for small business growth, enabling owners to manage every aspect of their business both efficiently and effortlessly.Our journey began as an agency, and we’ve successfully assisted thousands of clients. Now, we are embarking on an exciting new phase: transitioning into a SaaS-first company. By integrating our extensive human expertise with AI and automation, we are delivering affordable solutions that offer business owners peace of mind while promoting measurable success. The Role You’ll PlayAs an Account Manager, you will play a pivotal role in building strong relationships with our valued clients. Your goal will be to deeply understand their unique needs and become their steadfast guide to success through our exceptional products and services. Your ImpactManage a portfolio of 175-200 small business clients, serving as their main point of contact and trusted advisor.Deliver outstanding customer service primarily through phone communication, making up to 30 outbound calls each day, which is our clients' preferred communication method.Utilize your understanding of client business objectives to effectively convey the value and advantages of our products while devising customized strategies that lead to their success.Proactively identify opportunities to upsell or cross-sell additional services that meet clients' evolving needs.Conduct monthly check-ins to solicit feedback and ensure client satisfaction, addressing any concerns promptly.

Join the dynamic team at Bisnow as a Commercial Mortgage Broker. In this role, you will leverage your expertise in commercial financing to assist clients in securing the best mortgage solutions available. You'll be responsible for analyzing financial data, advising clients on loan options, and facilitating the loan application process from start to finish.

Welcome to Olly OllyAre you prepared to dive in and revolutionize local marketing? At Olly Olly, we merge cutting-edge technology with real-world know-how to empower businesses across the United States like never before.We hold a steadfast belief that small businesses are the cornerstone of our economy. This drives our mission to equip them with innovative tools, strategies, and insights that enable them to enhance their visibility, attract high-quality leads, receive positive reviews, and ultimately achieve sustainable growth without the hassle.Our Olly Olly platform is designed to complement our hands-on services, featuring straightforward, user-friendly software that assists local businesses in streamlining their operations and contact management, generating leads, stabilizing cash flow, and maximizing revenue effortlessly, allowing them to focus on what they do best. Our VisionWe aspire to be the premier all-in-one platform for small business growth, where automation, AI, and human expertise converge to deliver consistent and measurable results. Beginning as an agency, we have aided thousands of clients in achieving success. Currently, we are undergoing a crucial transformation into a SaaS-first organization, developing scalable systems that support high-volume execution without compromising on quality. Why We Need YouThis position exists at the confluence of Workplace Operations and IT Operations coordination.You will play a key role in ensuring our offices operate seamlessly while managing equipment logistics and providing support for basic device coordination across teams.Please note, this is not a deeply technical IT position.Instead, the focus will be on operational coordination, organization, and proactive problem-solving.In this role, you will help ensure: The office functions smoothly on a daily basis Equipment and laptops are systematically organized and tracked New hires are effectively onboarded from Day 1Startup Environment ExpectationsAt Olly Olly, we operate in a fast-paced, entrepreneurial environment where teams swiftly take ownership of resolving challenges.While we utilize modern tools and systems, we place a higher value on practical solutions and operational efficiency over heavy bureaucracy or complicated infrastructure.To thrive in this role, we seek an individual who is organized, resourceful, and proactive, someone who enjoys enhancing processes and maintaining operational excellence.

Join our innovative team as a Business Development Manager, where you'll spearhead client acquisition and drive relationship growth in our automotive insurance sector. We are looking for a proactive and results-oriented individual with extensive industry insights, exceptional networking skills, and a proven background in B2B sales and client management within the insurance or automotive industries.Identify and secure new automotive dealership accounts.Set and forecast objectives for yourself and dealership partners.Monitor and evaluate performance metrics.Enhance F&I product sales and elevate overall F&I performance.Establish policies and procedures for newly onboarded businesses.Deliver engaging sales presentations.Provide training for dealership staff across sales, service, and accounting departments.

Kapitus is seeking a dynamic and results-driven Strategic Partnership Manager to spearhead the growth of our referral partner channel. In this pivotal role, you will be the driving force behind daily partner interactions—ensuring account health, streamlining referral processes, and managing initiatives that establish our partnership channel as a competitive edge in the small business lending sector.You will collaborate closely with partners who refer small business clients to our lending solutions, making a deep understanding of referral and affiliate program dynamics essential. Previous experience in financial services, particularly in small business lending, is highly advantageous. If you have experience building or managing a referral network within the lending industry, you will feel right at home in this position. Key Responsibilities:Account Management & Day-to-Day Partner Operations...

Role Overview Corporate Careers is hiring a Commercial Operations Engineer. This position can be based in Charlotte or performed remotely. The role focuses on optimizing commercial operations and improving process efficiency across the organization. What You Will Do Analyze operational data to identify trends and areas for improvement Develop and implement process enhancements that support business objectives Work closely with teams from multiple departments to improve operational performance Support cross-functional projects aimed at achieving organizational goals Recommend and help execute solutions that drive operational excellence Who We’re Looking For Detail-oriented and skilled in process analysis Comfortable collaborating with a variety of teams Experience identifying and implementing operational improvements

Hybrid schedule: Work onsite at our South Charlotte, NC headquarters Monday through Thursday, with remote work every Friday. Want to see how Home fits within Red Ventures? Learn more here. Role overview Red Ventures’ RV Home division is hiring a Human Resources Business Partner (HRBP) for the Client Services team. This position focuses on driving business results through employee development, performance management, and engagement. The HRBP acts as a strategic partner to business teams, delivering and executing a wide range of HR services and consultation across several HR functions. What you will do Advise business teams on HR matters and provide guidance across multiple HR areas Support employee development and performance management initiatives Promote and enhance employee engagement Develop and implement HR solutions that support business goals Influence and consult with leaders, often without direct authority Report directly to the HR Director for the Home Client Services team Who we’re looking for Experienced HR business partner with a strong background in strategic HR practices Skilled in performance management and employee engagement Comfortable working in a growing, evolving business setting Ability to advise, influence, and collaborate across teams Committed to making a measurable impact

At Scout Motors, we are reviving a legendary American vehicle, with roots tracing back to 1960. This iconic brand is poised to redefine the landscape of rugged SUVs and trucks for generations to come.Scout embodies a legacy of exploration, stewardship, and dedication. We are committed to honoring the past while innovating for the future, electrifying and digitizing a storied brand filled with American ingenuity.Our ethos centers around respect: for our heritage, for communities, and for our customers. We are developing cutting-edge vehicles that seamlessly blend into daily life, whether it's at a campsite, a job site, or during your commute. Our offerings include two cutting-edge powertrains: a fully electric option and the Harvester™ range extender, complete with a built-in gas generator capable of delivering an impressive 500 miles of range.Join a team at Scout Motors that thrives on innovation, inclusion, and entrepreneurship. We seek visionary leaders who are eager to forge new paths and share their insights. If you are a driven individual with a passion for making a difference, we want you on our team!Become part of a brand that is set to transform the electric pick-up truck and rugged SUV market by:Developing and maintaining a comprehensive analysis of competitor sales, pricing strategies, product mix, incentive programs, and inventory levels to inform strategic planning.Managing a dynamic portfolio of commercial offers and continuously assessing their effectiveness.Communicating these programs clearly to frontline employees to ensure comprehensive understanding and engagement.Actively incorporating frontline feedback and customer shopping data into the development of future offers.Ensuring compliance with all program elements from planning through execution.Fostering strong cross-functional relationships with stakeholders across Finance, Treasury, Accounting, Retail Finance, Sales, and Retail Operations.

Role Overview Motorcycles of Charlotte, part of Sonic Automotive, is looking for a Service Advisor in Charlotte. This position serves as the main connection between customers and the service department. What You Will Do Listen to customer concerns and communicate their needs to the service team Deliver clear information about services and repairs Support customers throughout the service process Help ensure each customer leaves satisfied with their motorcycle service

Job OverviewAre you driven by a desire to positively impact the lives of seniors and individuals with disabilities? At BlueDot Cares, a rapidly expanding private duty home care company, we are searching for a Care Advisor to act as an inside closing partner for our field Senior Care Advisors.In this essential role, you will provide compassionate and individualized care that fosters independence, dignity, and well-being. You will guide families through the decision-making process, ensuring they receive consistent follow-up and support every step of the way. Owning the entire family journey—from the initial conversation to the signed services agreement—encompasses both referral and digital leads.This position is a high-impact, revenue-generating role, with approximately 30–35% of closes requiring in-home visits within the Charlotte metro area.ResponsibilitiesSales & Family GuidanceAct as the primary closing resource for referrals generated by our Charlotte field team.Manage the complete family conversation from initial contact to signed agreement.Empathetically guide families through crucial care decisions with clarity and urgency.Perform in-home assessments as necessary to secure closures.Lead & Pipeline ManagementOversee all inbound leads from Meta and Google (approximately 90 per month).Respond to new digital inquiries promptly within 5-10 minutes during business hours.Keep detailed notes and stage tracking in Zoho CRM.Handle a high-volume pipeline of over 100 active leads.Team Coordination & ReportingCollaborate closely with field advisors to ensure seamless transitions.Guarantee that no family falls through the cracks.Provide weekly reports on closures, pipeline health, and conversion rates.Join us in our mission to enhance lives through compassionate caregiving. This unique opportunity allows you to blend sales performance with meaningful, relationship-driven work, assisting families in navigating one of life’s most significant decisions while building a fulfilling and rewarding career.

About Judi HealthJudi Health is a pioneering enterprise health technology organization dedicated to transforming healthcare for employers and health plans through a holistic range of innovative solutions, including:Capital Rx, a public benefit corporation specializing in comprehensive pharmacy benefit management (PBM) services for self-insured employers,Judi Health™, which delivers full-service health benefit management solutions to employers, third-party administrators (TPAs), and health plans, andJudi®, the industry's premier proprietary Enterprise Health Platform (EHP) that integrates all claim administration workflows into a single, scalable, and secure platform.At Judi Health, we collaborate with our clients to restore trust in the U.S. healthcare system and establish the necessary infrastructure for the quality care that everyone deserves. Discover more at www.judi.health.Position SummaryThe Client Experience Resolution & Optimization (CERO) Manager is responsible for leading the intake, triage, and resolution process for client-related issues within the Client Services team. This role is vital in establishing governance for intake workflows, ensuring the accurate validation and routing of issues, and promoting consistency in how Client Services addresses and resolves operational challenges. The Manager will collaborate across various teams to streamline processes, minimize manual tasks, and enhance the overall client experience, while also providing mentorship to the CERO Analyst.Position Responsibilities:Develop and oversee a standardized intake and routing process for Client Services issues.Manage the triage, prioritization, and cross-functional coordination of issues.Act as the primary contact for inquiries regarding intake, validation, and routing.Create and maintain standard operating procedures (SOPs), workflows, and documentation for Client Services operations.Establish and track key performance indicators (KPIs) in partnership with internal analytics teams (e.g., intake volumes, turnaround times, quality metrics).Lead initiatives for continuous improvement aimed at simplifying workflows and addressing recurring issues.Collaborate with various teams to identify process gaps and facilitate the implementation of improvements.Coach and mentor the CERO Analyst, supporting their ongoing professional development.

Join Rhombus Systems as a Commercial Account Executive in the vibrant city of Charlotte, North Carolina. In this dynamic role, you will be responsible for driving sales growth, building strong relationships with clients, and identifying new business opportunities. Your expertise in the commercial sector will be crucial to our success as we expand our market presence.

Join our dynamic team at Prosidian Consulting as a Senior Digital Communications Advisor. In this pivotal role, you will leverage your expertise to craft and implement effective digital communication strategies that resonate with our clients and stakeholders. Your creative flair and analytical skills will be instrumental in enhancing our digital presence and driving engagement across various platforms.

Join our dynamic team as a Business Analyst at Collabera, where you will play a pivotal role in driving business success through data analysis and strategic insights. You will collaborate closely with stakeholders to identify business needs, analyze data trends, and provide actionable recommendations that enhance operational efficiency.

Overhead Door Company of Charlotte™ is part of the DH Pace family, a longstanding group with more than 60 offices nationwide and annual sales over $1 billion. This family-owned business has been serving customers for nearly a century, specializing in the distribution, installation, maintenance, and repair of commercial, industrial, and residential door systems. Role overview The Charlotte team is hiring Commercial Door Installers. This position centers on installing and maintaining roll-up and other commercial door systems. New team members receive practical, hands-on training from experienced professionals in the field. What to expect On-the-job training provided by industry experts Work with roll-up doors and a variety of commercial door systems Competitive pay, with additional consideration for prior installation experience Opportunities for continued professional growth Comprehensive benefits package

Join our dynamic team at 360 IT Professionals as a Business Analyst. In this role, you will play a pivotal part in bridging the gap between IT and business objectives. You will analyze business needs, document requirements, and collaborate with stakeholders to implement effective solutions that enhance operational efficiency.