Trusted Advisor Jobs in Chicago, IL
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Looking for Trusted Advisor jobs in Chicago, IL? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Chicago, IL area.
Partnership Development Specialist
Company: WIN Home Inspection
Location: Chicago, IL
Posted Mar 02, 2024
<p><strong>ABOUT WIN<strong><p> <p>WIN is a rapidly growing consumer services and proptech company with a presence in 45 states across the US We are building an innovative and scalable services platform for millions of homes and commercial establishments WIN is 1 ranked inspection services company by <em>Entrepreneur <em>We are also<em> <em>an <em>Entrepreneur Fastest Growing<em> company <em>Entrepreneur 500 <em>company and recognized as the <em>Most Innovative Home Services Company<em> in the US<p> <p><strong>ABOUT THE PARTNERSHIP DEVELOPMENT SPECIALIST ROLE<strong><p> <p>We are seeking a Partnership Development Specialist to join our growing team WINs exceptional brand 1 ranking and unique digital marketing attract entrepreneurs who reach out to WIN seeking opportunities to start their own WIN franchised businesses and serve their local communities This creates a highquality and evergreen inbound pipeline Working alongside a highly collaborative team youll utilize our proven system to nurture this inbound pipeline and convert those inbound leads into Strategic Partners SPs<p> <p>Youll receive handson training on our processes and stateoftheart CRM system You will operate in a unique teamoriented environment to convert qualified inbound leads into WIN SPs Youll build genuine relationships with entrepreneurs interested in becoming a WIN franchise owner You are empathetic tenacious genuinely interested in helping others and a great listener with phenomenal people skills You are selfdisciplined proactive and able to work independently as well as collaboratively<p> <p><strong>REQUIRED QUALIFICATIONS <strong><p> <ul><li>Whether youve worked in real estate mortgage services inside sales or as an advisor to small businesses wed love to speak with you if you love building and nurturing relationships<li> <li>Bottom line were looking for candidates who have compassion desire for helping others and are highly motivated to keep learning and growing<li> <li>You like to work hard have fun laugh with colleagues and embrace accountability<li> <ul><p><strong>WHAT WE OFFER <strong><p> <ul><li>Opportunity to grow with a highly collaborative team excited about disrupting a massive multibillion dollar industry<li> <li>Highly inclusive and collaborative culture built on mutual respect<li> <li>We prioritize core values initiative leadership and adaptability over hard skills<li> <li>Strong emphasis and investment in personal and professional development including trainings<li> <li>Exceptional benefits including paid healthvisiondental 401K matching and tech stipend<li> <ul><p><strong>OUR CULTURE<strong><p> <p>Our colleagues are driven by curiosity and tinkering and a desire to make an impact They enjoy a culture of high energy and collaboration where we listen to each other with empathy experience personal and professional growth and celebrate small victories and big accomplishments Click here to learn more about our company and culture httpswwwlinkedincomcompanywinhomeinspectionlife<p> <p><em><span>We are an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status protected veteran status or any other characteristic protected by the law<span><em><p> <p><em><span>LIHYBRID<span><em><p>
Physical Therapist
Company: Eden Health
Location: Chicago, IL
Posted Mar 04, 2024
Eden Health is seeking a Physical Therapist to join their team in Chicago, Illinois. The role involves providing patient care in a collaborative environment, working alongside medical professionals. The focus is on delivering high-quality, individualized care, leveraging technology for streamlined experiences. The ideal candidate will have at least 4+ years of experience, a Master's or Doctoral degree in Physical Therapy, and relevant certifications. They should be passionate about patient care, have experience with various patient age groups and conditions, and be comfortable with telehealth. The role requires an active Illinois state license and full vaccination against COVID-19.
Director, Value Delivery
Company: Kalderos
Location: Chicago, IL
Posted Mar 04, 2024
Kalderos is a company that builds unifying technologies to bring transparency, trust, and equity to the healthcare community. They are looking for a Subject Matter Expert in 340B/MDRP to join their team and help deliver on their current product offerings and identify opportunities for more innovation.
Licensed Senior Benefit Consultant
Company: GoHealth
Location: Chicago, IL
Posted Mar 03, 2024
GoHealth is offering a Senior Benefit Consultant position with unlimited earning potential, flexibility to work from home, and best-in-class paid training. The role involves matching customers with suitable Medicare insurance plans, demonstrating excellent customer service, and enjoying benefits like paid time off, 401(k) with company match, and medical, dental, vision, and life insurance. The average annual compensation is between $75,000 to $85,000, with top agents earning $150K+. The position requires an active Health insurance license.
Inside Sales Specialist
Company: WIN Home Inspection
Location: Chicago, IL
Posted Mar 02, 2024
<p><strong>ABOUT WIN<strong><p> <p>WIN is a rapidly growing consumer services and proptech company with a presence in 45 states across the US We are building an innovative and scalable services platform for millions of homes and commercial establishments WIN is 1 ranked inspection services company by <em>Entrepreneur <em>We are also<em> <em>an <em>Entrepreneur Fastest Growing<em> company <em>Entrepreneur 500 <em>company and recognized as the <em>Most Innovative Home Services Company<em> in the US<p> <p><strong>ABOUT THE INSIDE SALES SPECIALIST ROLE<strong><p> <p>We are seeking a Inside Sales Specialist to join our growing team WINs exceptional brand 1 ranking and unique digital marketing attract entrepreneurs who reach out to WIN seeking opportunities to start their own WIN franchised businesses and serve their local communities This creates a highquality and evergreen inbound pipeline Working alongside a highly collaborative team youll utilize our proven system to nurture this inbound pipeline and convert those inbound leads into Strategic Partners SPs<p> <p>Youll receive handson training on our processes and stateoftheart CRM system You will operate in a unique teamoriented environment to convert qualified inbound leads into WIN SPs Youll build genuine relationships with entrepreneurs interested in becoming a WIN franchise owner You are empathetic tenacious genuinely interested in helping others and a great listener with phenomenal people skills You are selfdisciplined proactive and able to work independently as well as collaboratively<p> <p><strong>REQUIRED QUALIFICATIONS <strong><p> <ul><li>Whether youve worked in real estate mortgage services inside sales or as an advisor to small businesses wed love to speak with you if you love building and nurturing relationships<li> <li>Bottom line were looking for candidates who have compassion desire for helping others and are highly motivated to keep learning and growing<li> <li>You like to work hard have fun laugh with colleagues and embrace accountability<li> <ul><p><strong>WHAT WE OFFER <strong><p> <ul><li>Opportunity to grow with a highly collaborative team excited about disrupting a massive multibillion dollar industry<li> <li>Highly inclusive and collaborative culture built on mutual respect<li> <li>We prioritize core values initiative leadership and adaptability over hard skills<li> <li>Strong emphasis and investment in personal and professional development including trainings<li> <li>Exceptional benefits including paid healthvisiondental 401K matching and tech stipend<li> <ul><p><strong>OUR CULTURE<strong><p> <p>Our colleagues are driven by curiosity and tinkering and a desire to make an impact They enjoy a culture of high energy and collaboration where we listen to each other with empathy experience personal and professional growth and celebrate small victories and big accomplishments Click here to learn more about our company and culture httpswwwlinkedincomcompanywinhomeinspectionlife<p> <p><em><span>We are an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status protected veteran status or any other characteristic protected by the law<span><em><p> <p><em><span>LIHYBRID<span><em><p>
Medical Assistant, In-Clinic Care - Chicago, IL
Company: Eden Health
Location: Chicago, IL
Posted Mar 02, 2024
Eden Health is a nationally recognized medical practice offering comprehensive healthcare services to employees of various companies. They provide 24/7 digital care, same-day in-person primary care, mental health services, physical therapy, and benefits navigation. The company is committed to diversity, equity, and integrity, and they aim to create an environment where employees can thrive. As a Clinic Care Medical Assistant, you will play a crucial role in their in-person operations, assisting with patient engagement, care coordination, and inventory control. The role requires 1-3 years of medical office experience, customer-facing service experience, and inventory management experience. Eden Health offers a competitive salary, benefits, and a positive, inclusive culture.
Assistant Controller
Company: Provi
Location: Chicago, IL
Posted Mar 04, 2024
<p>In 2016 we founded <b>Provi<b> as an innovative ordering solution aimed to disrupt the <i><b>240billion dollar<b><i> alcohol industry with a product that would move beyond the constant chaos the texts paper stacks missed phone calls and lost communication that has dominated the purchasing workflow between buyers and distributors for decades<p> <p><br ><p> <p>Today Provi is better than ever Weve created a bestinclass ordering solution that better connects beverage alcohol professionals across 35 states and growing with more than 750000 product listings that make up the most expansive and trusted database of US distributor portfolios<p> <p><br ><p> <p>If selected for a position in either Chicago or Austin youll enjoy a hybrid work arrangement allowing you to spend two days a week working from our office Additionally we provide an accommodation process for those who may require full remote work<p> <p><i>Hybrid positions are only applicable to employees within a 35mile radius of Provi offices<i><p> <p><br ><p> <p><br ><p> <p><span>The Assistant Controller is a key role responsible for overseeing various aspects of accounting operations with a specific focus on the unique challenges associated with the SaaS industry This position involves the direct management of BillingAR function two coordinators and a subset of general accounting one accountant that ideally this role hires The Assistant Controller plays a crucial role in maintaining financial integrity and supporting the companys growth within the dynamic SaaS landscape This role reports directly into the Controller and is expected to serve as the Controllers right hand<span><p> <p><br ><p> <p><b>Candidates must be located in Chicago IL and be open to a hybrid work schedule <b><p> <p><b>What youll be doing<b> <p><ul><li><b>Financial Reporting amp General Ledger Management<b><li> <li>Oversee and maintain the accuracy of the general ledger ensuring proper recording of revenueexpense and other transactions<li> <li>Conduct monthly reconciliations to ensure the integrity of financial data<li> <li>Assist in the preparation and analysis of accurate and timely financial statements including variance analysis and other relevant reports<li> <li>Collaborate with the rest of the accounting team to ensure compliance with accounting standards and with the FPampA team on daytoday financial management<li> <li><b>BillingAR Leadership<b><li> <li>Lead and mentor the BillingAR team fostering a collaborative and highperformance work environment<li> <li>Oversee the accurate and timely creation and distribution of invoices ensuring compliance with company policies and industry regulations<li> <li>Collaborate with crossfunctional teams to address billing discrepancies and improve billing processes<li> <li>Work closely with crossfunctional teams to review customer contracts for proper accounting treatment<li> <li><b>Audit Support<b><li> <li>Serve as a key point of contact during audits ensuring compliance with accounting principles and standards<li> <li>Provide documentation and support for auditrelated inquiries<li> <li><b>Process Improvement<b><li> <li>Identify and implement opportunities for process improvements in financial and accounting operations implementing changes to enhance efficiency and accuracy<li> <li>Collaborate with other departments to streamline financial workflows<li> <li>Enhance processes for managing subscriptions and revenue recognition policies in accordance with ASC 606 and other applicable standards<li> <li><b>Tax Compliance<b><li> <li>Ensure compliance with relevant tax regulations working with external tax advisors as needed<li> <li>Stay informed about tax implications specific to the SaaS industry<li> <ul><p><b>What we are looking for<b> <p><ul><li>Bachelors degree in Accounting Finance or a related field CPA Certified Public Accountant designation is preferred<li> <li>5+ years in accounting roles both as a leader and as an individual contributor in industry andor Public Accounting<li> <li>Strong technical accounting background with a thorough knowledge of US GAAP<li> <li>Experience with softwareSaaS revenue recognition under ASC 606<li> <li>Experience with general ledger functions and the monthendyearend close process<li> <li>Handson experience with accounting software packages like NetSuite and QuickBooks<li> <li>Experience working in both a larger enterprise and smaller more dynamic environment with rapid iteration and change<li> <ul><p> <p><p>What you can do at Provi<p> <p><br ><p> <p><b>Make an impact<b> Work directly with the management team to help grow the business<p> <p><b>Find your groove and grow<b> Provi keeps growing and you should too Expand your skill set diversify your experience and develop along with us<p> <p><b>Enjoy competitive benefits<b> Health Dental Vision 401K with match Commuter Perks LongShort Term Disability Employee Assistance Program Unlimited PTO and ½ day Fridays in the Summer<p> <p><b>Be a part of something big<b> Join a dynamic and innovative team that is working to change a major industry <p> <p><br ><p> <p>In compliance with local law we are disclosing the compensation range for this role above Employee pay will vary based on factors such as qualifications experience skill level competencies and work location Base pay is just one component of the Companys total compensation package for employees Other rewards may include annual bonuses short and longterm incentives and programspecific awards In addition the Company provides a variety of benefits to employees including health insurance coverage life and disability insurance a retirement savings plan paid holidays and paid time off PTO<p> <p><br ><p> <p>Provi is committed to creating a diverse environment and is proud to be an equalopportunity employer All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran status<p> <p><br ><p> <p>If youre a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position please contact us at jobsprovicom <p> <p><p>
Client Insights Analyst
Company: Circana
Location: Chicago, IL
Posted Mar 02, 2024
Circana, a leading advisor on consumer behavior, is seeking a data-driven professional with experience in market research, beverage alcohol, or CPG for a hybrid role in Chicago. The role involves leveraging data, analytics, and insights to inform growth strategy and address critical business issues. The ideal candidate should have strong analytic capabilities, quality control, planning and organizing skills, and a client-focused mindset. Circana values continuous learning, feedback, and diversity, offering a flexible work environment. The role requires 3+ years of experience with syndicated data, analytics, or category management, and proficiency in Microsoft Excel and PowerPoint.
Marketing Manager (Financial Experience Required)
Company: Ascensus
Location: Chicago, IL
Posted Mar 02, 2024
FuturePlan, the nation's largest third-party administrator of retirement plans, is seeking a Marketing Manager with financial services experience. The role involves strategic marketing leadership, omni-channel communications, product development, client retention, and account engagement. The ideal candidate should have 7+ years of marketing experience, strong project management skills, and the ability to work in a fast-paced environment. They must also have excellent communication and analytical skills, and a deep understanding of the retirement industry.
Rotation Sales Specialist - Advisor
Company: AMOpportunities
Location: Chicago, IL
Posted Mar 04, 2024
AMOpportunities is a leading provider of Clinical-Training-as-a-Service, offering a comprehensive solution to clinical training capacity and access issues. The company's unique software and services benefit both hospitals and educational institutions, enabling them to earn revenue and attract new talent without additional resources. AMOpportunities is committed to diversity and inclusion, encouraging applications from all backgrounds. The Rotation Sales Specialist or 'Advisor' role involves advising and encouraging trainees to register for AMO experiences, building a customer base, and partnering with multiple departments to increase lead capacity. The role requires strong work ethic, adaptability, and excellent communication skills. The company offers a competitive base salary with an uncapped commission plan, comprehensive benefits, and a mission-driven work environment.
Director of Revenue Operations (Remote)
Company: Elevate K-12
Location: Chicago, IL
Posted Mar 03, 2024
Elevate K-12 is a high-growth EdTech company seeking a Director of Revenue Operations. The role involves managing sales processes, setting goals, and optimizing tech systems. The ideal candidate has extensive experience in revenue operations, data analysis, and project management. Elevate K-12 offers competitive compensation, unlimited PTO, and a strong work culture.
Manager, Systems and Product Alignment
Company: TechNexus Venture Collaborative
Location: Chicago, IL
Posted Mar 02, 2024
TechNexus Venture Collaborative is a unique organization that invests in relationships between corporations and entrepreneurs to drive growth. They offer a range of services including scouting, investing, incubating, and collaborating with ventures and industry partners. The Corporate Development team focuses on creating strategic product partnerships and driving innovation. TechNexus Systems & Products manage data tools for investment and collaboration activities. Ecosystem Product Alignment involves aligning and supporting technical integration of products across a broad ecosystem. The Venture Studio makes investments and manages development teams for products and services. The role requires a bachelor's degree in product design or engineering, 5+ years of experience in technology consulting or product management, and a strong technical background.