Executive Director jobs in United States, Indiana, Indianapolis

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job Category

Job Details

In this visible and exciting role, the Director, Revenue Recognition Strategy, will beresponsible for assisting in monthly and quarterly processes including Stand alone selling price (SSP) analysisand reporting. The role will also share responsibilities for SOX compliance,maintenance and integration of acquired entities, and system projects within theenvironment working across many different functions including Finance, Product, Sby acquisitions, revenue recognition requirements, and strategic shifts in go-to-Responsibilities:

• Review SSP calculations and continue to enhance and streamline operational processes as business evolves

• Review and identify gaps in policies, including SSP, and procedures stemming from new go-to market and sales initiatives

• Draft technical accounting memos related to relevant new guidance and/or non-standard transactions and business models

• Create presentations to deliver to company management and external auditors on non-standard and highly technical topics

• Assist with IT system projects including Revenue Management System upgrades and acquired entity integration

• Work closely with various business partners to address technical revenue recognition concerns for potential new deal models, pricing and packaging changes, and partnerships

• Work with our Revenue Recognition team and respective business partners toimprove existing processes and identify areas for automation

• Work with the Revenue Recognition team and respective business partners todevelop and maintain SOX Compliance

Experience/Skill Required:

• 8-10+ years combined Big 4 and/or Industry finance experience; 6+ years revenue recognition experience

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• Very proficient in ASC 606 and SOX accounting standards

• Experience researching technical accounting topics and drafting technical accounting memos and policies

• Strong MS Excel skills

• Strong attention to detail

• Ability to successfully lead a team

• Project Management skills including planning, task assignment, status tracking and reporting

• Excellent interpersonal skills; ability to articulate verbally and written,

• Willingness to appropriately debate difficult issues; ability to think quickly andpresent to an audience

• Cultural sensitivity and awareness of regional business practices

Experience/Skill Desired:

• CPA/CRC

• Ability to work in a dynamic, fast-paced, fast-growing company where adaptability is imperative

• Ability to establish relationships with new and existing executives across functions

• Ability to quickly grasp company operations and business drivers

• Experience in the hi-tech industry preferred

• Experience using Salesforce

• Experience using Revenue Management Software (Zuora Revenue)

• Experience using Tableau highly preferred

This role is hybrid and goes into the office 3 days per week.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

What you will do:

• Translate Red Hat’s sales strategy into a relevant account-level strategy for each customer

• Deliver on the account strategy to increase performance and customer success in key accounts, retaining and growing bookings through strategic account planning

• Apply knowledge of use cases and Red Hat’s strategic offering value proposition to identify and deliver opportunities to increase upsell, cross-sell, and renewals across the Red Hat portfolio while increasing presence within accounts

• Coordinate solutions architects, specialist teams, Customer Success team, and industry experts to align Red Hat’s use cases to customer needs, guiding end-to-end sales to develop solutions that deliver business value

• Coordinate support from specialist solutions architects, sales solutions specialists, and industry experts to guide end-to-end sales and deliver customer value

• Cultivate relationships across customer organizations to position Red Hat as a key partner to their business

• Collaborate with the Customer Success team to co-develop success and growth plans, understanding how the customer derives value from Red Hat’s solutions to support expansion and retention and ensure that Red Hat meets or exceeds the customer success criteria

• Engage partners, where appropriate, to strengthen Red Hat’s customer value proposition

What you will bring:

• Excellent leadership and communication skills with the ability to engage a diverse set of stakeholders in a matrixed organization and increase accountability within the account team

• Strategic orientation and value engineering skills to position and sell solutions to meet the customer needs and build business cases around return on investment (ROI) and total cost of ownership (TCO)

• Solid understanding of customer business, industry trends, competitive landscape, and Red Hat differentiators and value proposition

• Experience working with clients within Logistics vertical

• Experience addressing international or global accounts and engaging with teams outside of Germany

• Ability to articulate the hybrid cloud story, the value of Red Hat’s solutions, and Red Hat’s differentiation in one-on-ones with key customer stakeholders

• Ability to cultivate long-term relationships and develop internal advocates across the customer organization, including IT and related business teams and roles

• Proven experience selling complex IT solutions to large organizations within the region and to multiple decision makers

• Willingness to travel across the region as needed

• Excellent communication skills in English

Job Category

Job Details

Your Impact

• Interview, onboard, mentor, and promote successful Customer Success Managers (CSMs)

• Lead a team of 8-12 CSMs, fostering growth and excellence.

• Address and resolve customer blocking issues as a leader representing Salesforce

• Implement strategies for Signature Success Plan renewals across teams.

• Work closely with peers and selling partners on capacity planning for Signature obligations.

• Align customer allocations with Signature coverage, manage team-based allocations, and synchronize additional cloud resources as needed.

• Lead oversight on critical customer issues, working across Support, Critical Incident Center, and Engineering until resolution is achieved.

• Demonstrated competency of working in cross-functional teams (example Sales, Support, Delivery, etc.). Ability to leverage resources and build relationships internally and externally

• Escalation management: Effectively manages customer escalation (support, relationship, commercial issues) - demonstrates ability to establish a plan for the team, provides hands-on guidance, coaching and jumps in when needed

• Communicates effectively at the appropriate level with customers (VP/C-level) to secure long term growth, retention, and be trusted advisor

• Develop strategies to improve the customer experience, team performance, morale, and cohesion with other internal teams.

• Collaborate on talent retention strategies, encompassing career pathing, promotions, and ongoing training.

• Ensure teams are proficient in New Product Introductions (NPI) and New Service Introductions (NSI) initiatives.

• Stay informed on market trends, risks, and opportunities specific to customers and industries, communicating insights to Territory & OU leaders.

• As a Territory or Cloud Manager, monitor key performance indicators across Customer Health, Salesforce Loyalty, Signature Delivery and Attrition/Growth.

Minimum Requirements

• Possess a minimum of 5+ years in people management roles with direct experience in customer success team management and first line management experience

• Exhibit strong critical thinking and ability to use data and insights to identify trends and risks.

• Entrepreneurial and "lead from the front". You’re a proven leader and motivator, with deep experience leading technical organizations. You drive results and outcomes while balancing empathy and a people-first culture.

• You have a strong emotional intelligence for customers and deliver customer support like you expect to receive it; with excellence.

• You know what to say and more importantly, how to say it. You have demonstrable experience building strong internal and external relations, and influence outcomes and leverage relationships.

• Familiarity with Salesforce's product offerings, services, and the larger industry landscape.

Preferred Qualifications & Skills

• Experience with MuleSoft and/or competing platforms in middleware, API management, integration.

• Experience in driving MuleSoft adoption methodology (e.g., Catalyst)

• Salesforce product certifications are a plus (AI Associate,Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud: Administrator, Consultant, Email Specialist, Engagement Consultant).

• Knowledge of Salesforce products and features, capabilities, best use, and how to deploy.

• Experience working with Enterprise-level customers.

Note:This role is office-flexible, and the expectation is to be in office 3 days per week

Our Investment In You

• World-class enablement and on-demand training - check outfor a sneak peek!

• Exposure to executive thought leaders with a passion for living our values

• Clear path to promotion with accelerated leadership development programs

• Weekly 1:1 coaching with your leadership

• Fast Ramp mentorship program

• Week-long product bootcamp

• Sandler Sales Training

Volunteer Opportunities

’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019.

We have a public-facing website that explains our various benefits for:

• Health benefits

• Financial benefits and perks

• Time off and leave policies

• Parental benefits

• Perks and discounts

• Visitfor the full breakdown

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

Job Category

Job Details

Your Impact

• Interview, onboard, mentor, and promote successful Customer Success Managers (CSMs)

• Lead a team of 8-12 CSMs, fostering growth and excellence.

• Address and resolve customer blocking issues as a leader representing Salesforce

• Implement strategies for Signature Success Plan renewals across teams.

• Work closely with peers and selling partners on capacity planning for Signature obligations.

• Align customer allocations with Signature coverage, manage team-based allocations, and synchronize additional cloud resources as needed.

• Lead oversight on critical customer issues, working across Support, Critical Incident Center, and Engineering until resolution is achieved.

• Demonstrated competency of working in cross-functional teams (example Sales, Support, Delivery, etc.). Ability to leverage resources and build relationships internally and externally

• Escalation management: Effectively manages customer escalation (support, relationship, commercial issues) - demonstrates ability to establish a plan for the team, provides hands-on guidance, coaching and jumps in when needed

• Communicates effectively at the appropriate level with customers (VP/C-level) to secure long term growth, retention, and be trusted advisor

• Develop strategies to improve the customer experience, team performance, morale, and cohesion with other internal teams.

• Collaborate on talent retention strategies, encompassing career pathing, promotions, and ongoing training.

• Ensure teams are proficient in New Product Introductions (NPI) and New Service Introductions (NSI) initiatives.

• Stay informed on market trends, risks, and opportunities specific to customers and industries, communicating insights to Territory & OU leaders.

• As a Territory or Cloud Manager, monitor key performance indicators across Customer Health, Salesforce Loyalty, Signature Delivery and Attrition/Growth.

Minimum Requirements

• Possess a minimum of 5+ years in people management roles with direct experience in customer success team management and first line management experience

• Exhibit strong critical thinking and ability to use data and insights to identify trends and risks.

• Entrepreneurial and "lead from the front". You’re a proven leader and motivator, with deep experience leading technical organizations. You drive results and outcomes while balancing empathy and a people-first culture.

• You have a strong emotional intelligence for customers and deliver customer support like you expect to receive it; with excellence.

• You know what to say and more importantly, how to say it. You have demonstrable experience building strong internal and external relations, and influence outcomes and leverage relationships.

• Familiarity with Salesforce's product offerings, services, and the larger industry landscape.

Preferred Qualifications & Skills

• Experience with MuleSoft and/or competing platforms in middleware, API management, integration.

• Experience in driving MuleSoft adoption methodology (e.g., Catalyst)

• Salesforce product certifications are a plus (AI Associate,Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud: Administrator, Consultant, Email Specialist, Engagement Consultant).

• Knowledge of Salesforce products and features, capabilities, best use, and how to deploy.

• Experience working with Enterprise-level customers.

Note:This role is office-flexible, and the expectation is to be in office 3 days per week

Our Investment In You

• World-class enablement and on-demand training - check outfor a sneak peek!

• Exposure to executive thought leaders with a passion for living our values

• Clear path to promotion with accelerated leadership development programs

• Weekly 1:1 coaching with your leadership

• Fast Ramp mentorship program

• Week-long product bootcamp

• Sandler Sales Training

Volunteer Opportunities

’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019.

We have a public-facing website that explains our various benefits for:

• Health benefits

• Financial benefits and perks

• Time off and leave policies

• Parental benefits

• Perks and discounts

• Visitfor the full breakdown

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

Job Category

Job Details

• Demonstrated ability to lead large engagements
• In-depth understanding of our Delivery Methodology
• Strong understanding of the Salesforce platform
• Ability to successfully drive senior executive leadership conversations to help mitigate and resolve escalated accounts and issues for projects and programs
• Demonstrated experience in collaborating, ideating, and driving business growth.
• Exhibit strong interpersonal skills in developing relationships with customers and internal teams.
• Exceptionally focused on knowing the strengths and areas for improvement for each team member.
• Recognizes the needs of the Sales/GTM organization and contributes to its success by partnering with sales leadership to help drive high-quality deals for the operating unit.
• Identify opportunities to improve critical business challenges to improve key metrics (revenue, margin, and utilization) and drive big impacts on the business.
• 7+ years of Salesforce implementation or advisory experience.
• 10+ years of Waterfall and Agile project methodology expertise.
• Relevant and applicable Salesforce Certifications are strongly preferred.
• Regulated Industries Industry experience is required, namely in Health/Life Sciences or Financial Services
• 5+ years experience managing a large team of Technical Architects

Foster Delivery Excellence

• Equip the team to deliver and drive best-in-class architectures at customer engagements
• Ensure adherence to best practices and approved methodologies.
• Sponsor engagements including cross-org best practice guidance
• Monitor, triage, and support delivery execution to mitigate risks proactively
• Manage project escalations - project health remediation
• Collaborate with Global Delivery Assurance on project leadership and initiatives and activities toward improving delivery excellence.
• Develop and grow the team’s consulting skills, industry knowledge, product knowledge, competency skills, and leadership capabilities.
• Manage multiple people and define roles, responsibilities, and expectations related to performance on projects and for internal contributions.
• Achieve 25% utilization target.

Excellence

• Develop a world-class technical architect organization
• Change agent responsible for leading a large group of team leads and/or first-line managers and consultants through ever-evolving business rhythms, ultimately helping to improve key metrics for revenue, margin & utilization.
• Partner with peers and team leads on internal initiatives, as well as drive initiatives for industry operating units.
• Guide action plans for team members in stretch roles for personal development.
• Identify and coach future people leaders.
• Provide direct performance feedback and coaching for overall improvement.
• Calibrate intra-team talent and cross-org talent
• Prepare for annual promotion, merit, and stock cycles to proactively advise/decide on compensation allocation

Support GTM Partners

• Partner closely with internal functions to support recruiting, talent management, and staffing.
• Participate in pre-sales pursuits to deepen connection with license sales and product orgs
• Ensure balanced support of portfolios and projects as well as people.
• Act as a SME/contributor to bodies of work such as, but not limited to, offerings, methodology, enablement.

• Must be willing to travel up to 50% as needed.
• Able to effectively consult, facilitate, and advise at the executive level.
• Strong technical understanding of the Salesforce platform
• Must have Salesforce implementation consulting experience or direct experience implementing Salesforce.
• Deep understanding of project management processes, methodologies, and experience successfully delivering client projects.
• Strong communication skills, both written and verbal.
• People Leadership experience

Our Investment In You

• Extraordinary enablement and on-demand training - check out for a sneak peek
• Exposure to executive leaders with vision with a passion for living our values
• Path to promotion with accelerated leadership development programs
• Weekly 1:1 coaching with your leadership
• Fast Ramp mentorship program
• Volunteer Opportunities
  Have you heard of our 1:1:1 model, focused on giving back to the community? The success in giving back have helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World’s Most Innovative Companies, according to
  Forbes
  , we are #1 in
  PEOPLE
  ’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values bring value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019.We have a public-facing website that explains our various benefits for health, finance, time off, perks, parental benefits and discounts! Visit for the full breakdown

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement