Technical 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

Job Category

Job Details

Responsibilities:

• Serve as the primary owner and subject matter expert for the CPQ Approval Rules configuration system on the Salesforce platform.

• Lead the configuration, maintenance, and enhancement of Salesforce-based approval processes.

• Manage the intake, prioritization, and delivery of change requests related to the Approval Rules process.

• Translate stakeholder requests into clear functional and system requirements to guide Approval Rule configurations within Salesforce environments.

• Perform Salesforce administration tasks such as rule configuration, access management, and reporting.

• Develop and execute test cases to ensure system configurations match desired functionality and business requirements.

• Maintain strong relationships with stakeholders and business partners and serve as Subject Matter Expert and technical advisor for all things related to CPQ Approval Rules.

• Collaborate closely with IT and development teams to define, prioritize, and deliver system features, enhancements, and defect resolutions.

• Ensure adherence to change management processes and data governance standards.

• Own and execute SOX-related controls tied to the approval process, ensuring consistent documentation and audit readiness.

• Maintain comprehensive documentation of configurations, processes, and approval logic.

Minimum Qualifications:

• Bachelor’s degree or equivalent experience in a pertinent field.

• 5+ years of experience in business analysis, system configuration, or related technical business roles.

• Salesforce Administrator certification or corresponding experience managing configurations in the Salesforce platform.

• Proven ability to translate business requests into functional/system configurations.

• Demonstrated experience managing business process analysis and requirements gathering initiatives.

• Excellent organizational, communication, and stakeholder management skills.

• Strong problem-solving skills with the ability to navigate complex process and technical scenarios.

Preferred Qualifications:

• Salesforce Advanced Administrator certification.
  Experience owning and executing compliance controls or other governance-related processes (SOX, HIPAA, PCI DSS, or similar).

• Experience with CPQ, Quote-to-Cash, and Sales Operations processes.

• Familiarity with Salesforce DevOps tools and release management processes.

• Exposure to scripting, software development, or system integration projects.

• Highly-motivated self-starter with the ability to navigate ambiguity and changing environments.

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 will you do:

• Perform technical reviews & share knowledge to proactively identify & prevent issues

• Understand your customers' technical infrastructures, hardware, processes, and offerings

• Perform initial or secondary investigations and respond to online and phone support requests

• Deliver key portfolio updates and assist customers with upgrades

• Manage customer cases and maintain clear and concise case documentation

• Create customer engagement plans & keep documentation on customer environments updated

• Ensure a high level of customer satisfaction with each qualified engagement through the complete adoption life cycle of our offerings

• Engage with Red Hat's field teams, customers to ensure a positive platform & cloud technology experience and a successful outcome resulting in long-term enterprise success

• Communicate how specific Red Hat platform & cloud solutions and our cloud road-map align to customer use cases

• Capture Red Hat product capabilities and identify gaps as related to customer use cases through a closed-loop process for each step of the engagement life cycle

• Engage with Red Hat's product engineering teams to help develop solution patterns based on customer engagements and personal experience that guide platform adoption

• Establish and maintain parity with Red Hat’s platform & cloud technologies strategy

• Contribute internally to the Red Hat team, share knowledge and best practices with team members, contribute to internal projects and initiatives, and serve as a subject matter expert (SME) and mentor for specific technical or process areas or process areas

• Travel to visit customers, partners, conferences, and other events as needed

What will you bring:

• Bachelor's degree in science or a technical field; engineering or computer science

• Competent reading and writing skills in English

• Ability to effectively manage and grow existing enterprise customers by delivering proactive, relationship-based, best-in-class support

• Upstream involvement in open source projects is a plus

• RHOCP

• Experience in Red Hat OpenShift Container Platform (RHOCP) or Kubernetes or Dockers cluster management

• Understanding of RHOCP Architecture & different types of RHOCP installations

• Experience in RHOCP Troubleshooting and data/logs collection

• Strong working knowledge of Prometheus and Grafana open source monitoring solutions will be considered a plus

• Administration experience of Red Hat OpenShift v4.x will be considered a plus

• RHOSP

• Proven & strong system administration and troubleshooting experience with Red Hat OpenStack

• Experience in a support, development, engineering, or quality assurance organization

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