Retirement Plan Jobs in Lake Oswego, OR

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Titles Specialist

Company: Foursight Capital LLC

Location: Salt Lake City, UT

Posted Apr 19, 2024

<div> Oh Hi We are Foursight Our culture is built around people who act with integrity and passion while remaining humble and accountable to themselves and the team If this sounds like you we should meet Looking to further your skills We are a GROWING COMPANY and have won awards for Top Places to Work for seven years in a row Mountain West Capital Network Utahs Fastest Growing Companies for six years in a row and we have been listed in Inc 5000 Fastest Growing Companies Dont just take our word for it check out our employee reviews on Google Indeed and Glassdoor <div> <div> <div> <div datatestid=jobdescriptionreviewid> As a Title Specialist you will play an important role on a team whose goal is to ensure the accuracy and safe keeping of all our vehicle titles You will be responsible for verifying title information is correct maintaining knowledge of current laws regarding vehicle titles and interacting with customers dealership and regulatory agencies to resolve title issues Your attention to detail and ability to isolate potential issues or missing information will be crucial If you have OCD bring it Pay From $1800hr Schedule Monday through Friday from 800AM500PM Job Duties <ul><li>Communicate with dealerships state motor vehicle divisions and customers to ensure Foursight and its affiliates are correctly listed on titles<li> <li>Create and send out letters to dealerships requesting follow up on nonperfected titles<li> <li>Create and send out paid letters to customers on paid accounts<li> <li>Acquire proper documentation for the release of titles upon payoff of the account<li> <li>Review accounts prior to title release to confirm payoff payment has been received and no outstanding balances remain<li> <li>Accurately file and pull newly funded loan documents and titles<li> <li>Record accurate notes in company knowledge base<li> <li>Participate in rotational schedule to retrieve mail from the post office which requires ability to lift 1015 pounds<li> <li>Able to sit andor stand for long periods of time while performing job duties<li> <ul>Required experienceeducation <ul><li>Customer Service 1 year<li> <li>High school or equivalent<li> <li>Interpersonal skills promoting a team environment<li> <li>Six 6 months office experience or equivalent education and training<li> <li>Working knowledge of Microsoft Office Suite including Excel and Word<li> <li>Exceptional customer service skills<li> <li>Outstanding phone and negotiation skills<li> <ul>Preferred experienceeducation <ul><li>One year of office experience or equivalent education and training<li> <ul><div> <div> <div> <div> Get in on all the awesome at Foursight We believe that when and where an employer can help alleviate the stressors both within and outside of work our culture thrives Because of this philosophy we offer standard benefits like life insurance medical dental vision and supplemental insurance plans Additionally we offer a ridiculous amount of perks and benefits Foursight Capital Perks and Benefits Keeping You Healthy <ul><li>Health Insurance<li> <li>MotivHealth Rx Discounts<li> <li>Free Telehealth with medical plan enrollment<li> <li>DentalVision Insurance<li> <li>Lasik Discount<li> <li>Nationwide Pet Insurance<li> <li>BluNovus Mental Health Substance Abuse Wellness Program<li> <li>Inoffice Massages<li> <li>Onsite Gym<li> <li>Onsite Meditation Room<li> <ul> Planning for your Future <ul><li>401k with Match up to 4 with immediate access to financial advisors<li> <li>Life and Disability Insurance<li> <li>Financial Wellness Program<li> <li>HSA Company Contribution up to $3k<li> <li>Tuition Reimbursement <li> <ul> WorkLife Balance <ul><li>Minimum of 19 days PTO<li> <li>6 Paid Holidays<li> <li>Paid Community Service with partnerships for food and blood drives<li> <li>Paid MaternityPaternity Leave<li> <ul> Were Foodies <ul><li>Unlimited Coffee and Soda<li> <li>End of Month Pizza<li> <li>Monday Breakfast<li> <li>Monthly Catered Lunch<li> <li>Onsite Vending Market<li> <li>Lots of treats for holidays<li> <ul> Our Specialties <ul><li>Casual Dress<li> <li>SidebySide Training<li> <li>Paid Company Swag<li> <li>Attainable BonusCommission Structure<li> <li>Work with the best people<li> <li>Summer Family amp Winter Party<li> <li>Spirit Week<li> <li>SelfCare September<li> <ul> The Environment <ul><li>Electric Car Chargers<li> <li>Arcade Machine<li> <li>Pool Table<li> <li>Foosball<li> <li>Massage Chairs<li> <li>Panoramic Views<li> <li>Mothers Room<li> <li>Gender Neutral Bathrooms<li> <li>Freedom to decorate officecubicle<li> <ul><div>

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Director, Social Media & Influence

Company: Hanna Andersson

Location: Portland, OR

Posted Apr 20, 2024

We are the champions of childhood Hanna Andersson is a Portland Oregonbased premier kids and baby clothing brand Our clothes are made to play made to last and designed to let kids be kids We have core commitments to design quality and sustainability and we believe in helping families create meaningful everyday moments These principles guide the Hanna Way and lead to an experience authentically different from other childrens brands We cultivate our unique brand by hiring team members who believe in these values own a customer service mindset and who are innovative resultsoriented and comfortable working in a collaborative and growthdriven work environment We all share in our brands success and we actively encourage our team members to maintain a healthy balance in their daily lives The Director of Social Media amp Influence is responsible for developing the strategy development the ideation planning and execution of all social media efforts to drive brand awareness engagement acquisition and retention to meet business objectives They will work cross functionally producing engaging campaigns targeting existing and new customers ensuring activities are integrated into the overall marketing plan They must have an indepth understanding of the digital landscape and effective digitalfirst content They will identify brand appropriate social media influencers managing these relationships to help build community and meet brand objectives The Director of Social Media amp Influence must be a thoughtleader in social at the forefront of social media trends customerobsessed and have a trackrecord for driving business impact <ul><li>Own development of strategies across and specific to all relevant social media channels Meta Tik Tok etc driving consumer reach building brand equity and building community for the brand<li> <li>Drive accelerated growth on existing social media channels and oversee new platform launch strategies<li> <li>Constantly propose fresh creative ideas while analyzing data and consumer trends to identify relevant opportunities that challenge status quo <li> <li>Bring innovative ideas from development through execution of social and digital campaigns with a unique but consistent POV for each platform<li> <li>Architect and manage the development of the brands social editorial calendar translating highlevel marketing strategy and messaging into relevant weekly and daily content<li> <li>Create source and plan timely content that engages current followers while reaching new target audiences including managing social influencer relationships and efforts<li> <li>Work hand in hand with creative to develop brand assets that are compelling and engaging support product focus points and bring brand storytelling to life<li> <li>Collaborate with Brand Marketing PR Influencer and Ecommerce teams to execute integrated campaigns across paid earned and owned channels<li> <li>Build brand advocacy on organic social channels focusing on bestinclass community management and discovering new ways to grow Hanna Andersson Community <li> <li>Develop standards expertise and best practices within Social to inform and scale across all marketing and channel platforms<li> <li>Define and manage goals and KPIs for social platforms ensuring they are being met and scaled Produce regular reporting processes including influencer and social media results providing insights recommendations and track against KPIs<li> <li>Stay abreast of the latest trends and tools to continue to evolve social strategy<li> <li>Develop amp mentor direct reports<li> <ul>What youll bring <ul><li>Bachelors degree in Marketing Communications or another related field<li> <li>Minimum of 10 years of social media experience at creative or media agency or inhouse with a brand team<li> <li>Deep knowledge of social media <li> <li>Consumerdriven approach to lead brand effort in putting consumers influencers and advocates at the center of its social media strategy <li> <li>Strong ability to leverage content to tell stories in social media and through influencers <li> <li>Ability to navigate among multiple constituents platforms and communities to ensure strategiesgoals are understood and met <li> <li>Strong quantitative skills <li> <li>Ability to think strategically anticipate future consequences and trends incorporate them into organizational planning and inspire key stakeholders around the plan <li> <li>Ability to effectively build organization and staff capacity developing a bestinclass team and the processes that ensure Hanna grows and runs smoothly <li> <li>Able to act and react as necessary even if limited information is available not afraid to take charge of a situation can overcome resistance to leadership and take unpopular stands when necessary <li> <ul> Hanna Talent Cultivation Standards With a rise in cybercriminal activity please note Hanna will never Ask for any sensitive personal information via email text or other forms of instant messaging Interview you via email andor send you a list of questions in lieu of an interview Extend an offer without speaking to you via phone or video call Ask for bank account or financial information during the recruiting process Legitimate email communication will only be done to and from hannaanderssoncom email addresses Please examine messages carefully to ensure this is the domain you are receiving messages from as cybercriminals may also utilize domains that look similar but may have one letter off such as hannaander$soncom Hanna Andersson provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training As an Equal Opportunity Employer Hanna Andersson prohibits discrimination harassment and retaliation of any kind Hanna Andersson encourages applicants of all ages

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Marketing Communications Specialist - (Hillsboro, OR)

Company: Edwards Vacuum

Location: Portland, OR

Posted Apr 20, 2024

Drive your Career Explore Opportunities Realize your Passion We at Edwards Vacuum believe that there is always a better way This spirit drives us to provide leading edge technology innovative and sustainable products as well as best in class service to our customers around the globe Thats where you come in we believe our people make it happen We provide a collaborative inclusive and flexible work environment along with competitive compensation and comprehensive wellness amp benefits programs The Role The mission of the Marketing Communication Specialist is to coordinate and run communication activities within the semiconductor business area in the region with the objective of supporting sustainable profitable growth This includes the responsibility for the structure and tools of internal and external communications and ensuring they are aligned with the strategic objectives of the regional Edwards customer center product companies and divisional objectives Main Responsibilities <ul><li>In alignment with the Marketing Communications Manager set up and manage an internal communications program covering both local channels and content and campaign creation to develop a sense of community with aligned objectives amongst all staff<li> <li>In alignment with the Marketing Communications Manager and Operations manager develop and execute the communications tailored for the production employees with limited access to the desklaptop<li> <li>In alignment with the Marketing Communications Manager and Regional Service managers develop and execute the communications tailored for the onsite employees who are at the customers fab with limited access to the desklaptop<li> <li>Distribute global internal communicational updates to local staff liaising with divisional communications to align on divisional messaging and strategy and on the development of internal channels to reach regional office factory and fieldbased colleagues<li> <li>Provide regional content for divisional campaigns and channels<li> <li>Curate and promote the regions achievements and successes to the wider channels of communications such as divisions business areas and Atlas Copco Group<li> <li>In alignment with the Marketing Communications manager develop and manage tactical marketing communications promotional activities in support of the account plan goals through the creation of awareness consideration of customer campaigns using social media print and online advertising ARVR email website literature etc<li> <li>Together with the regional stakeholders prepare and manage the operation of exhibitions conferences and fairs<li> <li>Responsible for keeping the premium brand reputation and awareness within the region<li> <li>In alignment with the Marketing Communications manager and regional HR team develop and execute campaigns for employer branding<li> <li>Responsible for keeping the regional websites and intranet sites up to date with correct contact information and localized campaigns and messaging<li> <li>Responsible for managing regional digital communications via corporate social media channels<li> <li>Act as a brand steward implementing the brand promise and upholding brand identity and consistency in all projects including correct branding of our premises and vehicles<li> <li>Support the local Safety Team and HR team to ensure that SHEQ is communicated across the Customer Center<li> <ul>Skills Knowledge Experience <ul><li>Knowledge and understanding of sales marketing communications and brand and their relationship in wider business scope<li> <li>Marketing andor communicationrelated degree preferably<li> <li>35 years of work experience in marketingcommunication <li> <li>Selfmotivated with the ability to generally work unsupervised and use personal initiative in progressing own work<li> <li>A flexible approach able to cope with a complex and constantly changing environment and priorities work under pressure and handle variable workloads<li> <li>A good communicator with the ability to deal with people effectively and with authority including at the senior management level within the Vacuum Technique and all other external and customer interfaces<li> <li>Show initiative by being personally wellorganized including looking for ways of improving processes<li> <li>Ability to digest complicated collaterals such as highlevel business updates and technical data and transform them into a userfriendly version by summarizing and visualizing the information <li> <li>Adequate skills in Creative Suites InDesign Photoshop Illustrator web publishing tools and social media<li> <li>Ability to adapt and utilize the AI tools that are related to communications and creative productions Canva Chat GPT etc<li> <li>Excellent skills in MS Office PPT Word and Excel<li> <ul>About Edwards Edwards is a leading developer and manufacturer of sophisticated vacuum products exhaust management systems and related valueadded services Edwards solutions are integral to manufacturing processes for semiconductors flat panel displays LEDs and solar cells They are also used within an increasingly diverse range of industrial processes including power glass and other coating applications steel and other metallurgy pharmaceutical and chemical and for scientific instruments in a wide range of RampD applications Edwards has over 4000 employees worldwide engaged in the design manufacture and support of high technology vacuum and exhaust management equipment Edwards has stateoftheart manufacturing facilities in Europe Asia and North America Benefits Summary Medical Dental Vision 401k with Company Match Paid Vacation Paid Floating Holidays Tuition Reimbursement Training and Development Parental Leave Disability Benefits Life and ADampD Insurance

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great people relentless pursuit of excellence top-notch team

Regional Sales Manager - NW, SW, Great Lakes

Company: Stanley Black & Decker, Inc.

Location: Salt Lake City, UT

Posted Apr 18, 2024

Stanley Black & Decker is seeking a Sales Manager for the NW, SW, and Great Lakes regions. The role involves leading a team of 6 HTAS Specialists, managing customer relationships, and developing strategic sales plans. The company offers competitive benefits, career growth opportunities, and a diverse, inclusive culture. The ideal candidate has progressive sales leadership experience, strong communication skills, and a strategic mindset.

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Omnichannel Customer Engagement Leader clinical marketing-led customer engagement strategy Marketo and SalesForce solutions

Omnichannel Customer Engagement Leader - All genders

Company: bioMérieux

Location: Salt Lake City, UT

Posted Apr 15, 2024

bioMerieux S.A. is seeking an Omnichannel Customer Engagement Leader to develop a clinical marketing-led customer engagement strategy, analyze campaign performance, and promote alignment with marketing objectives. The ideal candidate should have 4-5 years of experience in a similar role, strong marketing fundamentals, and proficiency in Marketo and SalesForce solutions. The position involves working closely with various internal teams and occasional travel. bioMerieux offers a stimulating work environment, internal mobility opportunities, and a mission to improve public health worldwide.

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Sr. Quality Engineer (Remote, US EST/CST Only)

Company: Digimarc

Location: Portland, OR

Posted Apr 20, 2024

About Us Digimarc Corporation NASDAQ DMRC is the global leader in product digitization A pioneer in digital watermarks Digimarc connects every physical and digital item to a digital twin that enables the capture of product data records events and interactions and supports powerful new automations Trusted to deter counterfeiting of global currency for more than 20 years Digimarc is also recognized for ensuring product authenticity improving plastics recycling and more with a commitment to promoting a prosperous safer and more sustainable world In 2023 Digimarc was named to the Fortune 2023 Change the World list and honored as a 2023 Fast Company World Changing Ideas finalist See more at Digimarccom The cornerstone of our Illuminate Platform the Digimarc Digital Watermark is an identification technology unique to Digimarc that provides an unparalleled level of covertness ubiquity redundancy and security Both in reach and performance digital watermarking represents quantum leaps forward from traditional auto identification technologies and enables any object to be reliably efficiently and securely identified by industry standard imaging and audio technologies There are many important uses for the platform we have built Our current SaaS products address critically important worldwide problems that are vastly improved by our highbarriertoentry unique offerings that protect currency and consumer goods from counterfeits reduce food waste improve food and drug safety provide a directtoconsumer digital communication channel improve the efficiency of physical retail shopping and increase the quality and quantity of plastic recycling by revolutionizing todays ineffective waste sortation As we continue to expand an inflecting and ultimately massive market opportunity that we are uniquely positioned to lead we will productize additional use cases that work together with existing use cases to provide accretive value to our customers and allow them to complete their digital transformation journeys Because with Digimarc you can finally see everything And when you see everything you can achieve anything Are you passionate about sustainability Believe a team is stronger together Value innovation with integrity We are building a worldclass remotefirst team with a strong affinity for engineers who will bring along their unique experiences to make us better THE CHALLENGE We are currently in search of a Senior Quality Engineer with a proven track record of helping teams in the development of modern web applications Working within the product engineering team you will play a pivotal role in nurturing a culture of quality and crafting highly scalable highperformance web applications that meet our users demands Does this sound like you If so please read on WHAT YOU WILL DO <ul><li>Collaborate with Product Owners and Technical Leads to ensure quality through requirements feedback<li> <li>Participate in product backlog grooming and sprint planning following agile practices to address quality and testing concerns ensuring stories meet the ready criteria<li> <li>Lead testing efforts pairtest with software engineers or review testing activities to ensure stories reach the done criteria<li> <li>Enhance quality through automated testing including regression and CICD integration in line with agile principles<li> <li>Engage in continuous improvement initiatives with other Quality Engineers<li> <li>Leverage production data to identify quality concerns and drive application quality improvements through datadriven insights<li> <li>Cultivate strong team relationships to foster a culture of quality innovation and creativity<li> <li>please note the interview process includes a live coding exercise<li> <ul>WHAT WE ARE LOOKING FOR <ul><li>5+ years of testing and automating modernweb applications at a UI and API level<li> <li>Experience with automation tools and frameworks like Playwright Cucumber K6 Appium or similar industry tools<li> <li>Experience in leveraging cloudbased testing tools and technologies including CICD integration device farms containerization monitoring observability and a plus for GCP proficiency<li> <li>Deep understanding of applying modern testing principles within an agile framework rather than traditional testing methods<li> <li>An ability to coach the team on quality and testing and foster a quality culture<li> <li>Good experience in BDD practices and collaborative scenario writing with crossfunctional teams <li> <li>Solid understanding of Agile development methodologies and best practices<li> <li>Strong communication and collaboration skills<li> <li>Strong problemsolving skills with the ability to work in an emerging environment<li> <li>A passion for ongoing learning and enhancing technical expertise<li> <li>Alignment with the core Digimarc values collaborative curious and courageous<li> <ul> Our Culture We are a team of problemsolvers united by our companys immense potential to help solve complex challenges We align to the following Digimarc core values Collaborative Stronger together We embrace diverse perspectives and harness our collective talent to realize our full potential Curious Listen and look forward We think differently and seek out opportunities for growth to exceed our stakeholders expectations Courageous Innovate with integrity We challenge each other and do the right thing even when its difficult to deliver wins for our customers Join our team and work in support of a technology platform that can transform how consumer goods are made bought sold and recycled around the globe Digimarc is committed to the health and safety of our employees and their families We are dedicated to diversity professional development and the success of our employees For more information visit us at wwwdigimarccom Benefits Comprehensive Benefits Including Medical Dental Vision amp Retirement Savings Plan Restricted Stock Units Flexible Paid Time Off amp Holidays Life Insurance Tuition Reimbursement Mentorship Opportunities Training amp Development Remote Work Digimarc is seeking diverse applicants We are an equal opportunity employer and consider qualified applicants for employment without regard to race gender age color religion disability veteran status sexual orientation gender identity or any other protected factor We want the best people who share our values This job posting is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job Duties responsibilities and activities may change at any time with or without notice Principals only No recruiters please

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Qualtrics Administrator

Company: CHG Healthcare

Location: Salt Lake City, UT

Posted Apr 20, 2024

Healthcares helping hand CHG shook things up in 1979 by inventing the locum tenens staffing model We connect doctors with patients who need their care As the largest physician staffing firm in America our providers treat millions of patients each year Our industry is growing and demand is high This means youll have plenty of opportunities to grow and develop in your career Keeping healthcare healthy can be as fun as it is rewarding CHG Healthcare is looking for a Platform Owner to support our Experience Management teams The Customer and Employee Experience teams use the Qualtrics XM Platform to measure our customer and employee sentiment through NPS transactional service and engagement surveys These programs run through the Qualtrics XM Platform give us insight into our customer and employee behavior and where our company can improve our service and offerings The CX team is centralized in Marketing but provides insight and recommendations to our partners in sales product marketing operations and account management The EX team sits in our culture team and supports the entire company with leadership and engagement coaching As a Platform Owner you will be the goto technical expert for the Qualtrics surveys automation logic reporting integrations customization and maintenance You will work with our internal customers on their survey needs and collaborate with our marketing analysis engineering and data teams to maintain improve and develop relevant survey programs reports and dashboards You will have a hyper customer focus and value driven results This role will work collaboratively across the organization while reporting into our IT Services department Responsibilities <ul><li>Become an expert on the Qualtrics CXEX Platform and related solutions<li> <li>Accountable to demonstrate extreme ownership for the daytoday management and administration of the Qualtrics XM platform and related solutions including but not limited to monitoring security vulnerability remediation performance data protection and disaster recovery<li> <li>Identify and recommend solutions for improvements to Qualtrics CXEX Platform<li> <li>Work collaboratively to build relationships and recommend best practices and new technologies<li> <li>Work on complex technical programs both independently andor collaboratively with an understanding of system architecture both up and downstream to minimize disruption when implementingintegrating new solutions<li> <li>Create establish and enforce security best practices<li> <li>Understand permission structure with ADOkta Azure AD and Qualtrics access<li> <li>Act as subject matter expert for user questions about the digital product features and capabilities<li> <li>Drive user adoption and best practices by creating communications training documentation and launch plans<li> <ul>Qualifications <ul><li>35 years experience in support andor administration of CXEX Marketing IT Data Analytics or related function and applications<li> <li>Experience in the Qualtrics CXEX Platform<li> <li>Qualtrics certification<li> <li>Experience writing in JSON SQL and AMPscript languages<li> <li>Tech savvy with a passion for learning new technology systems and tools<li> <li>Ability to communicate effectively and establish credibility with technical and nontechnical stakeholders including executives<li> <li>Holds oneself to high standards and is never satisfied with the status quo<li> <li>Able to dive deep and is never out of touch with the details of the business<li> <li>Is a naturally curious selfstarter who makes a habit of asking relevant questions<li> <li>Experience defining programs writing detailed functional specifications and delivering projects that meet rapidly evolving business needs<li> <li>Experience working with CXEX programs HR operations HRIS or Talent Acquisition activities<li> <li>Bachelors degree or equivalent years of experience in IT HR Business Administration or related field<li> <li>Experience in training learning development and facilitation<li> <ul>We believe in fair compensation for all of our people which is why our pay structure takes into account the cost of labor across US geographic markets For this position we offer a pay range of 72600 $197100 annually with pay varying depending on work location and jobrelated factors such as knowledge position level and experience During the hiring process your recruiter can provide more information about the specific salary range for the job location CHG Healthcare offers starting salaries for sales positions in the form of total target compensation TTC = base + commission + bonus which includes base pay commission and bonuses Sales positions receive shortterm incentives through commission plans and bonuses On the other hand nonsales positions have starting salaries that consist of a base salary and shortterm incentives through various bonus plans which are paid out monthly quarterly or annually In return we offer 401k retirement plan with company match Traditional healthcare benefits such as medical and dental coverage and some unique benefits like onsite health centers corporate wellness programs and free behavioral health appointments Flexible work schedules including workfromhome options available Recognition programs with rewards including trips cash and paid time off Familyfriendly benefits including paid parental leave fertility coverage adoption assistance and marriage counseling Tailored training resources including free LinkedIn learning courses Volunteer time off and employeedriven matching grants Tuition reimbursement programs Click here to learn more about our company and culture CHG Healthcare values a diverse and inclusive workforce Interested in this role but not a perfect fit Apply anyway We welcome applicants of any race color religion sex sexual orientation gender identity national origin veteran status and individuals with disabilities as an Affirmative ActionEqual Opportunity Employer We are an atwill employer What makes CHG Different

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Manager of Customer Success Customer Success Management SMB and MidMarket clients

Manager of Customer Success (CSM Manager)

Company: Canopy

Location: Salt Lake City, UT

Posted Apr 20, 2024

Manager of Customer Success Canopy South Jordan UT About Us Canopy is a fastgrowing SaaS company in South Jordan Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way Click here to see why our clients love Canopy Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more The Opportunity We are seeking an experienced and dynamic Manager to lead our Customer Success Team This individual will be responsible for overseeing a team of SMB and MidMarket CSMs ensuring that they deliver outstanding support and guidance to our clients The Manager of Customer Success will play a pivotal role in driving customer satisfaction retention and expansion while fostering a culture of excellence and continuous improvement within the team This is a hybrid position MW F in office in South Jordan UT Applicants must be located in the US What Youll Do <ul><li>Team Leadership Provide effective leadership and mentorship to a team of CSMs fostering a positive and collaborative work environment<li> <li>Customer Engagement Develop strategies to proactively engage with SMB and MidMarket clients understanding their needs challenges and objectives to deliver tailored solutions and maximize value<li> <li>Retention and Expansion Drive customer retention and expansion initiatives by identifying opportunities for upselling crossselling and promoting additional Canopy services that align with client requirements<li> <li>Performance Management Set clear performance expectations establish KPIs and monitor team performance to ensure targets and objectives are consistently met or exceeded<li> <li>Training and Development Develop and implement training programs to enhance the skills and knowledge of team members enabling them to deliver exceptional service and support to clients<li> <li>Process Improvement Continuously evaluate and refine customer success processes and workflows to optimize efficiency scalability and effectiveness<li> <li>Collaboration Collaborate closely with crossfunctional teams including Sales Product Development and Marketing to align customer success initiatives with company objectives and drive overall business growth<li> <li>Customer Advocacy Act as a strong advocate for customers within the organization representing their interests and feedback to relevant stakeholders to drive product enhancements and improvements<li> <ul>What Were Looking For <ul><li>Bachelors degree <li> <li>5+ years of proven experience in a Customer Success Management role preferably in the SaaS industry<li> <li>2+ years of experience in managing and leading highperforming customer success teams<li> <li>Strong understanding of SMB and MidMarket customer needs with experience in account management upselling and crossselling<li> <li>Excellent communication interpersonal and presentation skills<li> <li>Strategic thinker with the ability to develop and execute customer success strategies aligned with business objectives<li> <li>Analytical mindset with proficiency in data analysis and reporting tools<li> <li>Ability to thrive in a fastpaced dynamic environment and adapt to changing priorities<li> <ul>Why You Want to Work Here 🌴 Flexible Paid Time Off that youre actually encouraged to use plus 10 company holidays ❤️‍🩹 Health Benefits including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only 💰 401k we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting 🧠 Mental Health all employees have access to Impact Suite amp to our Employee Assistance Program EAP 👶 Paid New Parent Leave amp Birthing Parent Leave so youre able to care for your little ones ➕ Supplemental Benefits including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage 🌟 Nectar our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians 🥳 Company Events including monthly companywide meetings summer parties and more 💡 DEIB Committee to plan initiatives around continuing education community outreach recruiting onboarding and more ☕ Fullystocked kitchen Keto Vegan Flexitarian Mandalorian Weve got you covered Our Values We approach our work every day with a few things in mind 🔑 Own we own this place We focus on outcomes holding ourselves amp each other accountable 🏆 Win we win by delighting our customers with the very best products and services 👍 Do Good we work hard to be good people 💡 Embrace Curiosity amp Candor we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback To learn more about us amp our values click here Interviewing Canopy We know application processes can be a little stressful Heres are the stages of a typical interview process <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call Remember This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status

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financial analyst financial planning financial analysis

Sr. Financial Analyst

Company: Canopy

Location: Salt Lake City, UT

Posted Apr 19, 2024

Sr Financial Analyst Canopy South Jordan UT About Us Canopy is a fastgrowing SaaS company in Draper Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way Click here to see why our clients love Canopy Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more The Opportunity We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team The Senior Financial Analyst will play a critical role in supporting financial planning and analysis driving strategic decisionmaking and providing actionable insights to senior management This individual will collaborate closely with crossfunctional teams to analyze financial performance develop forecasts and identify opportunities for improvement This is a hybrid position in South Jordan Utah M W F inoffice What Youll Do <ul><li>Financial Planning and Analysis <ul><li>Develop and maintain financial models to support budgeting forecasting and longrange planning processes<li> <li>Analyze key performance indicators KPIs and financial metrics to assess business performance and trends<li> <li>Prepare and present insightful reports and presentations for senior management and key stakeholders<li> <ul><li> <li>Budgeting and Forecasting <ul><li>Coordinate the annual budgeting process including gathering input from department heads analyzing variances and preparing budget presentations<li> <li>Partner with business leaders to develop accurate forecasts and provide actionable insights to drive performance improvements<li> <ul><li> <li>Performance Analysis and Insights <ul><li>Conduct indepth analysis of financial results including variance analysis and trend analysis to identify opportunities and risks<li> <li>Provide proactive recommendations to optimize revenue reduce costs and improve overall financial performance<li> <ul><li> <li>Strategic Decision Support <ul><li>Partner with senior leadership to evaluate strategic initiatives investment opportunities and business expansion plans<li> <li>Conduct financial due diligence and scenario analysis to support decisionmaking and drive business growth<li> <ul><li> <li>Process Improvement and Efficiency <ul><li>Identify opportunities to streamline financial processes enhance data accuracy and improve efficiency<li> <li>Drive initiatives to automate routine tasks and implement best practices for financial reporting and analysis<li> <ul><li> <li>Payments Analysis and Reporting <ul><li>Conduct indepth analysis of payment transactions trends and performance metrics to identify opportunities for process improvement and revenue optimization<li> <li>Prepare comprehensive reports and dashboards to communicate paymentrelated insights trends and forecasts to key stakeholders<li> <ul><li> <ul>What Were Looking For <ul><li>Bachelors degree in Finance Accounting Economics or related field <li> <li>MBA or CFA preferred<li> <li>4+ years of progressive experience in financial analysis preferably within the SaaS industry<li> <li>Proficiency in financial modeling forecasting and data analysis using Excel SQL and other analytical tools<li> <li>Experience with financial planning and ERP systems<li> <li>Excellent communication skills with the ability to present complex financial concepts to nonfinance stakeholders<li> <li>Proven track record of driving process improvements optimizing workflows and delivering actionable insights to support business objectives<li> <li>Detailoriented mindset with a passion for accuracy problemsolving and continuous learning<li> <ul>We know many women do not apply for a job if they dont perfectly fit the description We want you to apply anyway Bonus Points If You Have <ul><li>Experience in the payments sector <li> <ul>Why You Want to Work Here 🌴 Flexible Paid Time Off that youre actually encouraged to use plus 10 company holidays ❤️‍🩹 Health Benefits including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only 💰 401k we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting 🧠 Mental Health all employees have access to Impact Suite amp to our Employee Assistance Program EAP 👶 Paid New Parent Leave amp Birthing Parent Leave so youre able to care for your little ones ➕ Supplemental Benefits including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage 🌟 Motivosity our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians 🥳 Company Events including monthly companywide meetings summer parties and more 💡 DEIB Committee to plan initiatives around continuing education community outreach recruiting onboarding and more ☕ Fullystocked kitchen Keto Vegan Flexitarian Mandalorian Weve got you covered Our Values We approach our work every day with a few things in mind 🔑 Own we own this place We focus on outcomes holding ourselves amp each other accountable 🏆 Win we win by delighting our customers with the very best products and services 👍 Do Good we work hard to be good people 💡 Embrace Curiosity amp Candor we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback To learn more about us amp our values click here Interviewing Canopy We know application processes can be a little stressful Heres are the stages of a typical interview process <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call Remember This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status

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Account manager insurance Clearlink insurance agency Medicare insurance carriers

Insurance Partner Strategy Manager

Company: CLEARLINK

Location: Salt Lake City, UT

Posted Apr 17, 2024

Who Were Looking For Insurance Partner Strategy Manager Are you ready for the next step in your career journey Then weve got the opportunity for you Were looking for an account manager to join our growing Medicare insurance agency and Insurance business unit At Clearlink were passionate about helping people get into the right healthcare policies the first time and building lasting relationships with our customers As one of the nations largest Medicare agencies we help make an impact in the lives of Americans that are enrolling in Medicare If youd like to be part of our cause and help us make a difference wed like to hear from you As an account manager of Insurance at Clearlink you will primarily be responsible for fostering positive relationships with our carrier partners managing daytoday reporting and communication and finding opportunities for our agency to improve its position with our carriers In this role youll regularly collaborate with our partners and youll also facilitate regular meetings with marketing sales and operations to drive focus on initiatives and performance Youll be responsible for supervising internal and external key performance indicators and metrics and identifying trends and opportunities The ideal candidate will thrive in a complex fastpaced environment will have a passion for and broad experience in the Medicare space and is excited by the opportunity to continually shape and mold our agency The Impact You Will Make <ul><li>You will be the first line of communication to our carrier partners and will regularly connect with them<li> <li>Through carrier conversations youll find opportunities for us to deepen relationships<li> <li>When problems arise youll be responsible for issue and impact analysis and will work with partners to identify a resolution<li> <li>You will prepare proposals and presentations including those for annual planning quarterly reviews monthly reviews and daily reporting<li> <li>You will facilitate or cofacilitate weekly partner and tactical meetings where you will help set the agenda set and review action items review landmarks and identify impediments to tactical initiatives<li> <li>You will Establish productive professional relationships with key personnel in assigned carrier accounts<li> <li>You will help us improve our metrics and plan trainings with carriers<li> <li>You will be the first point of escalation for internal and external needs between us and our carrier partners<li> <li>Coordinate the involvement of company personnel including Sales Centers Digital Marketing Paid Search SEO Display etc Information Technology Operations Training and Accounting in order to meet account performance objectives and customers expectation<li> <ul>What You Bring <ul><li>3+ proven experience in account management or a similar role<li> <li>Experience managing relationships with Medicare insurance carriers Required<li> <li>Understanding of digital marketing and telephonic sales Required<li> <li>BABS degree<li> <li>Proven ability to manage a team of interactive professionals and partner collaboration<li> <li>Excellent written and oral communication skills with the ability to build and develop relationships internally and with carrier partners<li> <li>Excellent presentation and public speaking skills<li> <li>Youre a critical problemsolver and are skilled at identifying issues measuring impact and driving to a resolution<li> <li>Strong proficiency in Microsoft Excel with advanced reporting capability<li> <li>Comfortable working in a fastpaced performancefocused environment<li> <li>Able to balance priorities while maintaining an eye for detail<li> <li>In office 4 days a week<li> <ul>Perks That Set Us Apart <ul><li>🩺Healthcare We offer lowcost competitive health coverage domestic partners included with employerpaid counseling services<li> <li>💰Invest in the Future Enjoy 401k matching after just two months of employment with employer matching starting at ~3<li> <li>🧘‍♀️Lifestyle Spending Stipends Access an employerpaid spending account for physical financial and emotional wellbeing expenses<li> <li>🏝️Flexible Time Off We offer competitive timeoff balances that accrue weekly just like your paycheck Yes were paid weekly too<li> <li>👶🏻Parental Leave We provide 2 weeks of paid parental leave during the first year and up to 6 weeks after one year of employment<li> <li>✈️Generous Paid Holidays Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays<li> <li>🏠Hybrid Work Options Embrace the flexibility and collaboration of hybrid working This position will be expected to work in the office 4 days and remotely 1 day a week<li> <li>🌎World Class Facility With onsite restaurants a 7000 sqft gym pickleball amp basketball courts spin classpilates room bikes massages and so much more<li> <li>🛟Comprehensive Life Insurance Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance including coverage for dependents and spouses<li> <ul>🤝Employee Resource Groups ERGs Join us in fostering connections celebrating diversity and providing a supportive community for all At Clearlink we go beyond the basics ensuring your experience with us is not just professionally fulfilling but personally enriching too Interviewing at Clearlink We know interviews can be stressful Here are some stages you can expect from a typical interview with Clearlink <ul><li>Once your application is submitted we will review it and be in touch<li> <li>30min phone call with the Recruiting Team<li> <li>30min 1 hour interview with the Hiring Manager<li> <li>30min 1 hour interview with a Clearlink Panel<li> <ul>Some interview processes can vary depending on the role Your recruiter will give you a rolespecific interview process during your first phone call Why Work For Us Since 2001 Clearlink has been dedicated to fostering growth and embracing opportunities Our mission is to strengthen our workforce to build brands that guide users and customers toward decisions that enhance their lives We encourage our employees to Act as an Owner to voice their thoughts share innovative ideas and authentically bring their whole selves to work Join us in our forwardthinking and inclusive community where your expertise background and unique perspective are always valued Clearlink Partners amp Awards <ul><li>Partnered with The Period Project for easy access to menstrual hygiene products<li> <li>Awarded the 2022 Shatter List for breaking glass ceilings in technology<li> <li>Received the 2023 Womens Leadership Institute Award pledging to elevate womens leadership<li> <ul>Clearlink Values CLEAR <ul><li>Create Community<li> <li>Learn amp Grow<li> <li>Embrace Opportunity<li> <li>Act Like An Owner <li> <li>Respect Every Person<li> <ul>Committed to accessibility we encourage you to share any accommodation needs during the application or employment process Your unique strengths matter and we are dedicated to providing the necessary support for your success at Clearlink <div> Why Work For Us Since 2001 Clearlink has been dedicated to fostering growth and embracing opportunities Our mission is to strengthen our workforce to build brands that guide users and customers toward decisions that enhance their lives We encourage our employees to Act as an Owner to voice their thoughts share innovative ideas and authentically bring their whole selves to work Join us in our forwardthinking and inclusive community where your expertise background and unique perspective are always valued Clearlink Partners amp Awards <ul><li>Partnered with The Period Project for easy access to menstrual hygiene products<li> <li>Awarded the 2022 Shatter List for breaking glass ceilings in technology<li> <li>Received the 2023 Womens Leadership Institute Award pledging to elevate womens leadership<li> <ul>Clearlink Values CLEAR <ul><li>Create Community<li> <li>Learn amp Grow<li> <li>Embrace Opportunity<li> <li>Act Like An Owner <li> <li>Respect Every Person<li> <ul>Committed to accessibility we encourage you to share any accommodation needs during the application or employment process Your unique strengths matter and we are dedicated to providing the necessary support for your success at Clearlink <div>

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competitive in compensation policies 2+ years experience in HR strong decision-making and organizational skills

Compensation Analyst

Company: 1-800 CONTACTS

Location: Salt Lake City, UT

Posted Apr 20, 2024

SeekWell, the parent company of 1-800 Contacts, Luna, and Hello Eyes, is seeking a Compensation Analyst. The role involves conducting market analysis, internal equity analysis, and job classification. The ideal candidate should have 2+ years of HR experience, strong analytical skills, and proficiency in Excel. The company offers competitive benefits including free eye exams, deep discounts on vision care, and a tuition reimbursement program.

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collaborative work environment peoplefirst culture stable project backlog

Project Engineer

Company: Mackay Sposito

Location: Portland, OR

Posted Apr 20, 2024

We are looking for a collaborative Project Engineer to add to our already talented team You will get an opportunity to work on a wide range of public works and land development projects including stormwater analysis and design transportation site development and much more We offer a comfortable and collaborative work environment with flexible work arrangement options available Were serious about our work but were serious about fun too If that sounds good to you lets talk Because life is too short to dread Mondays SIGNING BONUS available Why join the MacKay Sposito team <ul><li>A peoplefirst culture We are dedicated to our employees and their families We want to do whats best for them and their wellbeing helps drive our business decisions <li> <li>Stable project backlog We have dependable project work and are wellpositioned to win new projects and withstand economic headwinds <li> <li>Strong business development team This position is supported by a talented organized and proven business development team and processes<li> <li>Excellent reputation Through our 50year history MacKay Sposito has built and maintained an excellent reputation in our community and with our clients and business partners Youll be joining a team with a strong foundation and reputation that you can be proud to be part of<li> <li>We give back to the community MacKay Sposito and our employees believe in giving back to the communities we serve As a firm we supported a host of local organizations focusing on our community pillars of veterans and youth Our team members volunteered as commissioners committee and board members youth coaches and a host of other volunteer positions and initiatives<li> <ul>We intend to fill this position with a candidate who brings with them a critical and related set of skills knowledge and experiences All are encouraged to apply even those who believe they do not meet every single one of the qualifications Simply put we are interested in finding the best candidate for the job Keys to Success <ul><li>Plan provide design guidance and manage a variety of civil engineering projects<li> <li>Communicate with clients regarding current projects and identify and position the firm to successfully win future work<li> <li>Effectively supervise technical staff to deliver projects<li> <li>Provide ongoing QAQC review of technical work<li> <li>Prepare and manage project scope budget schedule and meet deliverables<li> <li>Assist with business development efforts to cultivate strong client relationships<li> <ul> Qualifications <ul><li>Bachelors degree in civil engineering or equivalent<li> <li>Registered PE in the states of Washington andor Oregon<li> <li>5+ years of demonstrated experience in the planning and executing of various civil engineering projects <li> <li>Water resourcesstormwater experience preferred<li> <li>Experience mentoring engineers in training and design technicians <li> <li>Experience in AutoCAD Civil 3D and the Western Washington Hydrology Model <li> <li>Experience in specification writing and engineering cost estimate preparation <li> <ul>What Youll Gain From Working Here Employees of MacKay Sposito are united by our drive for excellence our passion for innovation and the responsibility we take for our clients success We also like to sprinkle in a bit of fun This combination makes MacKay Sposito an enjoyable and rewarding place to work Our Values At MacKay Sposito were serious about our work but we dont take ourselves too seriously We have a unique and diverse mix of employees who enjoy each others company In addition to having firstrate technical skills we search out people who are friendly honest and dedicated to their work We know work isnt only about who you work for it is also about what you do and how you do it Led by the strength of our values and a culture shaped by employee ownership we network with each other build on each others contributions and collaborate to make great things possible We believe firmly in the principle of constructive candor always telling the client everything they need to know to make fully informed decisions By creating a positive committed and supportive environment were able to challenge our people to be the best that they can be and to celebrate every success About MacKay Sposito With a diversified portfolio of business segments including civil engineering landscape architecture land surveying construction management environmental services and entitlement and planning services coupled with our strategic mix of public and private clients we feel well positioned for stability and growth MacKay Sposito is all about building lasting relationships and strong communities whether connecting public and private sectors helping our clients put together a complex mixeduse masterplan development getting power to a remote rural outpost or improving a citys facilities At our core were committed to honesty dedication and relationships These pillars make up the foundation of how we treat our people and ultimately our clients We encourage you to ask around about us Do some digging Were confident that youll want to learn more And we look forward to talking with you about a future with MacKay Sposito Please note that the salary information shown below is a general guideline only Salaries are based upon candidate experience and qualifications as well as various market and business considerations The wage range for this position is $95000 $120000 annually Additionally we are offering an initial signing bonus and annual profit sharing bonus Full time employees receive a well rounded benefit package including access to our company sponsored Medical Dental Vision FSA and Supplemental Life Insurance plans Company paid Life Insurance Short Term Disability and Long Term Disability coverage Employees are eligible to participate in our company 401k plan with up to a 4 match Additionally employees also receive paid vacation time paid sick time and 11 paid holidays MacKay Sposito pays for expenses associated with licensure as well as annual profit sharing bonuses We understand that life happens so we work to offer flexibility in the workplace Our team members can choose to work up to two days per week from their home office Employment requires passing a preemployment background check and drug screen As a federal Contractor we participate in EVerify and are proud to be an Equal Employment OpportunityAffirmative Action Employer

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Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?

Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.

Which skills and certifications are essential in Retirement Plan careers?

Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).

Is remote work available for Retirement Plan positions?

Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.

What career progression paths exist within Retirement Plan?

Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.

What industry trends are shaping Retirement Plan careers?

Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

All Retirement Plan Jobs 43,124 jobs All Jobs in Lake Oswego, OR 571 jobs Retirement Plan in Remote 249,429 jobs Retirement Plan in Other US Location 216,827 jobs Retirement Plan in New York City, NY 57,606 jobs Retirement Plan in Multiple Locations 51,646 jobs Retirement Plan in USA 45,851 jobs Retirement Plan in Washington DC 35,137 jobs Travel in Lake Oswego, OR 79,940 jobs Full Time in Lake Oswego, OR 46,687 jobs 401(K) in Lake Oswego, OR 38,511 jobs Health Insurance in Lake Oswego, OR 35,840 jobs Life Insurance in Lake Oswego, OR 33,771 jobs Be Or Bc in Lake Oswego, OR 31,852 jobs

Retirement Plan Jobs in Lake Oswego, OR

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