- Details
- Category: Career Opportunities
- Hits: 4
- Source: Evans Scholars Job Board
- Job type: Experienced
- Work Arrangement: Hybrid
- Industry: Financial Services
General Description:
Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels.
Responsibilities:
- Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.
- Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates.
- Complete quality opportunity assignments for newly hired/acquired sales associates.
- Manage and maintain Microsoft Dynamics CRM system to ensure accurate data. Merge duplicate records, reassign terminated sales associates’ Opportunities, and complete data management requests. Verify Opportunity Stage coincides with recorded Appointments and Wins.
- Verify new business wins in Microsoft Dynamics CRM aligns with agency management system. Provide tracking of all initiatives within CRM.
- Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
- Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
- Conduct research and provide information to sales teams on existing and prospective clients.
- Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
- Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support.
- 3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred.
- Bachelor’s degree preferred.
- Proven ability to manage projects and drive adherence to procedures.
- Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus.
- Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
- Organized self-starter. Ability to handle multiple priorities with firm deadlines.
- Ability to work independently in a high-pressure environment. Must be able to adapt to immediate needs of sales associates and management.
- Detail oriented with ability to diagnose and resolve issues.
- Details
- Category: Career Opportunities
- Hits: 39
- Source: Evans Scholars Job Board
- Job type: Entry Level
- Work Arrangement: Hybrid
- Industry: Non-Profit
First Tee – Greater Chicago is a 501c3 nonprofit organization based in Chicago, IL. Since 2000, the organization has helped over 100,000 kids from all backgrounds build their resilience and strength of character through the game of golf.
First Tee – Greater Chicago’s Life Skills programming reaches 2,000+ kids annually at Chicago Park District facilities and public golf courses throughout the Chicagoland area. Partnerships with schools, parks, and youth development organizations bring First Tee’s programming to thousands more kids each year in Chicago’s most under-resourced communities.
Young people who become members of First Tee – Greater Chicago enjoy a variety of opportunities to build leadership skills and develop their inner-strength and self-confidence to help them grow as individuals and prepare them for the future. www.firstteegreaterchicago.org.
About the Role: The Marketing & Communications Manager will work collaboratively with First Tee staff, partners, and supporters to help further the mission of First Tee. They will provide primarily communications, marketing, and social media support and assist with the implementation of marketing, public relations, and promotional strategy for the organization. Reports directly to the Director of Development & Operations (DoD). This position works closely with organizational leadership, including CEO. This position offers a unique opportunity for exposure to all aspects of nonprofit management as part of a growth-oriented organization.
Marketing & Communications
- Maintain First Tee – Greater Chicago’s website (Wordpress)
- Maintain content calendar, e.g. scheduling of emails and social media posts
- Support development of content for social media accounts under management: Facebook, LinkedIn, Twitter, Instagram, and Youtube. (7,500+ followers)
- Support the development of content for strategic advertising efforts - e..g Google Ad Grants (supported by rEvolution Sports Marketing), social media ads, signage, flyers, etc.
- Develop compelling First Tee – Greater Chicago email communications - e.g. content, design, and layout (Mailchimp e-blasts)
- Develop quarterly eNewsletter distributed our database of 10,000+
- Assist with the development of annual Impact Report
- Assist with media relations activities (supported by rEvolution Sports Marketing): drafting press releases and media alerts, maintaining a digital news archive, photo archive, and participating in other strategic communication efforts as assigned
- Maintain First Tee templates in Canva, review and edit for events and programs
- Assist with drafting donor acknowledgments and communications (e.g. acknowledgment letters, emails, etc.)
- Assist the DoD with drafting emails, event communications, donor correspondence, PowerPoint presentations, etc.
- Maintain a thorough understanding of First Tee brand voice and guidelines
Events Management
- Assist in the development, planning, and logistics of donor related events - e.g. annual golf outing, bi-annual gala, Masters Watch Party, Fore the Kids, etc.
- Ensure adequate photography and videography coverage for all events
- Assist in managing external event vendors
General
- Assist DoD with maintaining records in fundraising database platforms (ELEO and Harness) (e.g. Logging donor data, processing gifts)
- Assist DoD with stewardship and management of Ambassadors Council (young professional board)
- With experience, opportunity to assist DoD in cultivating relationships with key partners (ie. WGA, IJGA, CDGA, IPGA) and corporate sponsors
- Perform other duties and special projects as assigned that are necessary to fulfill the goals and objectives of First Tee
Work Culture & Environment
- Small, hard-working and team-oriented staff; mission driven
- Primarily works office-based setting 3 days a week/2 days remote work (subject to change based on organizational needs)
- Annual performance review conducted with additional bonus potential
- Benefits include dental, medical, vision, 401K, vehicle mileage reimbursement, and a monthly cell phone allowance.
- Position may require worker to commute to offsite locations to complete business
- Position may require lifting up to 25 pounds, and/or standing or walking/moving for long periods of time, mainly in support of events
- BA, BS or equivalent degree with a focus on marketing, digital media, PR, communications and/or sports marketing a plus
- Detailed oriented, responsive, and well organized
- Excellent verbal and written communication skills
- Creative-minded self-starter who can multitask well
- Professional, hard-working and excellent time management skills
- Excellent computer skills and familiarity with Excel, Word, Powerpoint, and database management
- Prior knowledge of Mailchimp, Canva, Wordpress, Adobe, and other graphic design, communications, and social media tools a plus
- Comfortable working some nights and weekends as needed
- A passion for First Tee – Greater Chicago and a strong desire to positively impact the lives of youth using golf as a means of teaching core values and life skills
Please submit your resume, cover letter, and a recent writing sample to Jane Seder with the subject line “Marketing & Communications Manager.” Dan Puglisi (Senior Director, Career Services) is copied on the email to provide support. Apply by March 24, 2024.
- Details
- Category: Career Opportunities
- Hits: 11
- Source: Evans Scholars Job Board
- Job type: Entry Level
- Work Arrangement: Hybrid
- Industry: Media/Entertainment
Forum Media Group, an international leader in business-to-business marketing headquartered in Merching, Germany, is looking to grow its accounting team at our U.S. subsidiary in Milwaukee, Wisconsin. In the role of Accounting Services Associate at Trade Press Media Group, Inc., you will have the opportunity to be a part of a growing organization and contribute to the financial success of the team. This person will assist in the calculation and reporting of timely, accurate financial information to the organization and reports directly to the Controller. The position provides a career path to learn & grow within a cutting-edge media company.
- Accounts Payable
- Complete payments and control expenses by receiving, coding and processing vendor invoices in the Trade Press accounting system, Naviga
- Administer weekly check run
- Monitor discount opportunities
- Trouble-shoot discrepancies
- Maintain vendor data files
- Complete vendor exemption certificates when appropriate
- Review all employee expense reports for appropriateness and accuracy
- Generate vendor 1099s at year end
- Accounts Receivable
- Work in conjunction with the Client Services team to invoice customers for all products
- Apply customer payment to corresponding invoices
- Perform credit check and determine viability of new accounts
- Input invoice information into payment portals for larger customers
- Enforce payment terms and actively pursue outstanding receivables to minimize overdue accounts
- Communicate past due amounts to the sales team for follow-up
- Recommend write-offs to the Controller for uncollectable accounts
- Weekly/Monthly Duties
- Prepare Monthly Journal entries for entry into the general ledger by calculating & collecting necessary data and providing audit trail as necessary
- Weekly & Monthly reporting to the Accounting team of key performance metrics
- Reconciliation and maintenance of assigned general ledger accounts
- Office Administration
- Manage and order company office supplies
- Provide backup for office reception duties
- Work to improve processes and create efficiencies, sharing with the entire team methods of best practices.
- Serve as a fully cross-trained member of the accounting department
- Help to provide external audit team with requested information during yearly audit
- Investigate issues, research, and present solutions to problems
- Other financial and administrative duties as assigned
- One to two years of accounting experience in an office/business setting
- Associates degree or higher in accounting/finance
- Working knowledge of Generally Accepted Accounting Principles
- Proficient with Microsoft Office suite, especially Excel
- Initiative to investigate issues, research, and present solutions to problems
- Must be able to communicate well with others, both internally and externally
- Strong work ethic and attention to detail – eager to learn and grow within the organization
- Ability to handle confidential information in a discreet, professional manner
- Effective organizational skills. Ability to meet deadlines and set priorities
Benefits:
- Competitive Paid Time Off benefits off including 11 paid holidays
- Company-funded Health Insurance
- 401(k) with Company Match
- Short-term & long-term disability insurance
- Vision & Dental insurance
- Casual work environment
- Flexible schedule
- Work from home opportunities after 3-month training period (hybrid office)
Please apply through Trade Press Meidia Group's online application. Should you have any questions or would like to share about a submitted application, please click HERE to email Dave Lubach (Wisconsin '93) and include your resume and interest in the position. To provide additional support, Dan Puglisi (Senior Director, Career Services) is copied on the outreach.
- Details
- Category: Career Opportunities
- Hits: 184
- Source: Evans Scholars Job Board
- Job type: Entry Level
- Work Arrangement: On-site
- Industry: Real Estate
Evans Senior Investments is an entrepreneurial real estate investment sales firm focused in the Seniors Housing and Skilled Nursing real estate asset classes. As a company, Evans Senior Investments focuses on three core competencies:
- ESI provides sell-side advisory brokerage for Seniors Housing and Skilled Nursing owners across the country. We maximize the value of their facility through an efficient and highly confidential marketing process.
- Tracking the Seniors Housing acquisition market to understand current market pricing dynamics with a reliance on internal analytical tools and research of our proprietary database.
- Benchmarking client’s revenue and expense performance against our database of over 4,000 senior housing and skilled nursing properties.
Mission: Our Mission is to empower owners and operators in the senior housing and skilled nursing industry by providing comprehensive resources, team based expert guidance, and tailored support to disrupt the brokerage industry.
Evans Senior Investments is currently seeking a motivated and talented individual to join the underwriting and transaction execution team in the firm’s Chicago or Denver office.
- Build detailed financial models to underwrite Seniors Housing and Skilled Nursing real estate assets for potential M&A transactions.
- Prepare datasets for integration into our proprietary database of property level financial & operating metrics.
- Assist transaction leaders in all stages of transaction execution, from opportunity analysis through closing.
- Aid in the drafting and preparation of valuation presentations and offering memorandums.
- Cross-functional projects to support the growth of the organization.
- Bachelor's degree required; Real Estate and/or Finance preferred.
- 1-4 years of financial analysis experience in a commercial real estate or valuation advisory related setting.
- Ability to interpret financial statements and understand basic finance concepts such as NOI, internal rate of return, present value/discounted cash flow, etc.
- Demonstrated interest in commercial real estate analysis.
- Effective time management and careful attention to detail a must.
- Strong organizational skills and attention to detail with the ability to manage multiple projects simultaneously.
- General computer proficiency with a strong working knowledge of financial modeling in Microsoft Excel.