business sales representative

call center representative Jobs in Irving

call center representative

estimator and sales support Jobs in Irving

estimator and sales support

inside sales representative - retirement Jobs in Irving

inside sales representative - retirement

patient financial representative senior - patient financial services Jobs in Irving

inside sales representative retirement

Paychex, Inc.

<div>About Us: Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential. Overview:
<div>
Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone, email, or other virtual channels, to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Retirement organization.</div>
Responsibilities:
<ul><li>Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.</li><li>
Identify client needs and present Paychex solutions to key stakeholders and decision makers through virtual interactions.</li><li>
Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users.</li><li>
Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.</li><li>
Use technology tools to accurately track activities and forecasts.</li><li>
Collect data to support underwriting process, close sales.</li><li>
Projecting a positive image in representing Paychex to clients and the community.</li><li>
Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization.</li><li>
May be required to travel for purposes of attending Conference, training sessions and/or area regional or national meetings.</li></ul>
Qualifications:
<div><ul><li>H.S. Diploma - Required</li><li>
Bachelor's Degree - Preferred</li><li>
2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.</li></ul></div>
Live the Paychex Values:
<ul><li>Act with uncompromising integrity.</li></ul>
<ul><li>Provide outstanding service and build trusted relationships.</li></ul>
<ul><li>Drive innovation in our products and services and continually improve our processes.</li></ul>
<ul><li>Work in partnership and support each other.</li></ul>
<ul><li>Be personally accountable and deliver on commitments.</li></ul>
<ul><li>Treat each other with respect and dignity.</li></ul>
What's in it for you?:
<ul><li>We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.</li><li>
We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.</li><li>
We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.</li><li>
We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.</li><li>
We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.</li></ul> 
<div></div><ul>
Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.</ul> 
<div></div>
Not sure if you meet every requirement?: At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us. 
 
Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.</div>

Inside Sales Representative - Retirement

GROUP CBS

<div>Group CBS Companies 
Job Description 
Job Title: Inside Sales Representative Trainee 
Department: Inside Sales 
Reports To: Inside Sales Manager or Local Operations Manager 
FLSA Status: Hourly, Non-Exempt, Full-Time 
____________________________________________________________________ 
JOB SUMMARY 
As an Inside Sales Representative Trainee, you will embark on a dynamic journey to cultivate your sales expertise and contribute to the success of our organization. This entry-level position offers a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the field of inside sales. Working closely with an experienced salesperson, you will learn to identify and pursue sales opportunities, build relationships with clients, and exceed sales targets. 
ESSENTIAL DUTIES AND RESPONSIBILITIES 
<ul><li>Obtain product knowledge and understand product offerings to meet or exceed assigned sales targets</li><li>Build and maintain relationships with customers. Communicate with existing customers, build on present business, and expand our current customer base</li><li>Provide good customer service and support by taking their information, researching the product needed, and making recommendations with supervisor approval</li><li>Become proficient with company software used for processing orders. All opportunities and quotes MUST be entered into our CRM system</li><li>Attend trade shows to discuss product offerings with potential customers, providing a professional and welcoming representation of the company</li><li>Must be prepared for on-call or after-hours emergencies as required</li><li>Perform other duties as requested to achieve departmental and company goals and objectives</li></ul>
May be modified from time to time. Other duties, tasks and work may be assigned 
METRICS 
TBD 
SUPERVISORY RESPONSIBILITIES 
Not applicable. This position has no direct reports. 
QUALIFICATIONS 
<ul><li>Must understand the sales cycle; ability to understand the company&rsquo;s sales cycle</li><li>Strong computer skills: ability to learn and understand computer systems used to perform job tasks in an automated environment</li></ul>
Revised 03/29/2024 
EMPLOYEE NAME: 
KNOWLEDGE &amp; SKILLS REQUIRED 
<ul><li>Strong Computer proficiency</li><li>Proficiency using e-mail, the internet, Microsoft Office, and other computer tools</li><li>Ability to multi-task</li><li>Ability to work at fast pace</li><li>Attention to detail</li><li>Problem solving abilities</li><li>Good communication skills</li><li>Ability to sell</li></ul>
EDUCATION &amp; EXPERIENCE 
High school or equivalent GED certification. 
Previous sales experience in a related environment or a college degree in business or a related field of study preferred 
CERTIFICATES, LICENSES, REGISTRATIONS 
None required 
PHYSICAL DEMANDS 
The physical demands described here are representative of those that must be met by 
an employee to successfully perform the essential functions of this job. Reasonable 
accommodations may be made to enable individuals with disabilities to perform the 
essential functions. 
<ul><li>Continuous sitting and repetitive hand motion</li><li>Lifting requirements include occasional lifting of up to 10 pounds.</li></ul></div>

Estimator and Sales Support

Serenity Healthcare

<div>Call Center Supervisor
Location: Las Colinas, TX
Employment Type: Full-Time ON-SITE
Serenity is scaling its member support operation and we're looking for a Call Center Supervisor who knows how to run a call floor that consistently delivers. This isn't a hands-off role &mdash; you'll be close to the work, close to your team, and close to the numbers every single day. If you've built your supervisory career in call center, you'll be comfortable here from day one. No industry-specific background required &mdash; we bring you up to speed on everything.
 What You'll Own<ul><li>
Run daily call floor operations with a sharp eye on quality, efficiency, and team output</li><li>
Build individual development plans for each team member and execute on them consistently</li><li>
Use call monitoring and performance dashboards to diagnose issues and act on them fast</li><li>
Absorb escalated situations before they become problems &mdash; calm, direct, and resolution-focused</li><li>
Own compliance with operational standards and internal workflow requirements</li><li>
Keep the floor running at a pace that is productive without burning people out</li><li>
Communicate clearly up and down &mdash; your team knows where they stand, and so does leadership</li><li>
Create an environment where accountability is the norm and improvement is always the goal</li></ul>
 What You Need to Bring<ul><li>
At least 1 year of supervisory experience in a call center setting</li><li>
Demonstrated ability to manage team KPIs and move numbers in the right direction</li><li>
Background in hospitality leadership, high-volume retail management, or premium service operations is a strong differentiator &mdash; those environments produce exactly the instincts this role requires</li><li>
You coach people up, not just out &mdash; and you have the retention numbers to prove it</li><li>
Confident making real-time decisions when things get unpredictable on the floor</li><li>
Organized, consistent, and detail-oriented across every shift &mdash; not just when leadership is watching</li><li>
No industry-specific licensure or prior background required &mdash; full training and onboarding included</li></ul>
 Nice to Have<ul><li>
Experience leading teams through rapid scaling or operational change</li><li>
Familiarity with scheduling-driven or appointment-based call environments</li><li>
A track record of promoting from within your own teams</li></ul>
 What's in It for You<ul><li>
Competitive pay</li><li>
90% employer-paid medical, dental, and vision coverage</li><li>
401(k) retirement plan</li><li>
10 PTO days to start, bumping to 15 after year one, plus 10 paid holidays</li><li>
Referral bonuses when you help us find great people</li><li>
Genuine upward mobility in an organization that is actively growing</li></ul> 
About Serenity
Serenity is a technology-driven company that delivers advanced, evidence-based solutions for members seeking better outcomes. Our call operations team is central to how members experience our company &mdash; and we take that seriously. We're looking for leaders who take it seriously too. If you want to run a high-performing team inside a company that's moving fast and investing in its people, this is the right seat.
Serenity is an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check and drug screening.</div>

Call Center Supervisor

Starbucks

<div>Crafting the world&rsquo;s finest coffee, one meaningful moment at a time
We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone&rsquo;s day. Whether it&rsquo;s a warm smile or remembering a favorite order, you create moments that matter. If you thrive in a fast-paced environment, love engaging with people, and take pride in your work, we&rsquo;d love to have you on our team.
We are invested in your growth journey, empowered through developmental experiences as well as our industry leading benefits. 

<h4 class="jobSectionHeader">
Summary of Experience</h4><ul><li>
No previous experience required</li></ul><h4 class="jobSectionHeader"> 
Basic Qualifications</h4><ul><li>
Maintain regular and consistent attendance and punctuality, with or without reasonable accommodation</li><li>
Available to work flexible hours that may include early mornings, evenings, weekends, nights and/or holidays</li><li>
Meet store operating policies and standards, including providing quality beverages and food products, cash handling and store safety and security, with or without reasonable accommodation</li><li>
Engage with and understand our customers, including discovering and responding to customer needs through clear and pleasant communication</li><li>
Prepare food and beverages to standard recipes or customized for customers, including recipe changes such as temperature, quantity of ingredients or substituted ingredients</li><li>
Available to perform many different tasks within the store during each shift</li></ul><h4 class="jobSectionHeader"> 
Required Knowledge, Skills and Abilities</h4><ul><li>
Ability to learn quickly</li><li>
Ability to understand and carry out oral and written instructions and request clarification when needed</li><li>
Strong interpersonal skills</li><li>
Ability to work as part of a team</li><li>
Ability to build relationships</li></ul> 
As a Starbucks partner, you (and your family) will have access to medical, dental, vision, basic and supplemental life insurance, and other voluntary insurance benefits. Partners have access to short-term and long-term disability, paid parental leave, family expansion reimbursement, paid vacation that accrues starting at .01961 hours based on a 40 hour week up to 40 hours annually (64 hours in California) after an introductory period, sick time (accrued at 1 hour for every 25 or 30 hours worked, depending on work location), and additional pay if working on one of eight observed holidays. Starbucks also offers eligible partners participation in a 401(k)-retirement plan with employer match, a discounted company stock program (S.I.P.), Starbucks equity program (Bean Stock), incentivized emergency savings, and financial well-being tools. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor&rsquo;s degree through Arizona State University&rsquo;s online program via the Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities. You will also have access to backup care and DACA reimbursement. Starbucks will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act, in accordance with its plans and policies. This list is subject to change depending on collective bargaining in locations where partners have a certified bargaining representative.
For additional information regarding partner perks and more detailed information regarding benefits, go to starbucksbenefits.com. 
At Starbucks, it is typical for new partners to be hired at the entry point of the range for their role, which is based upon geographic location. Individual compensation decisions are dependent upon the facts and circumstances of each position and candidate. 
Starbucks Coffee Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or protected veteran status, or any other characteristic protected by law. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
Starbucks Coffee Company is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at applicantaccommodation@starbucks.com or 1(888) 611-2258.</div>

barista - Store# 08680, MACARTHUR & RANCHVIEW

Exeter Finance

<div>At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car.
Every team member is integral to our success. Whether you&rsquo;re at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its corporate offices, you'll enjoy a nurturing, invigorating and positive work environment.
Our vision is to be a premier finance company and lender of choice known for its People, Performance and Service.
Job Description
<h2 class="jobSectionHeader">Job Summary
</h2>The Director of Application Development will provide leadership and management to application/database developers and be responsible for the execution, definition and strategy of Exeter&rsquo;s application/database development projects.
<h2 class="jobSectionHeader">Job Duties
</h2><ul><li>Leads application/database developers and all related projects to the development and support of Exeter&rsquo;s technology initiatives. Leads and manages Exeter&rsquo;s data governance initiative.
</li><li>Teams with corporate and IT security/compliance leaders to establish processes to optimize information security and maintain compliance objectives. Teams with IT and business leaders to evaluate off-the-shelf IT solutions and provide guidance and support for build-vs-buy decisions and standards.
</li><li>Engages with IT Project Management, Operations and other departments to understand business processes and priorities, provides solutions that meet or exceed requirements, and maintains an efficient and reliable software/data platform that supports Exeter&rsquo;s corporate objectives.
</li><li>Performs strategic planning, coordination of a roadmap, development, construction, and implementation plan for Exeter&rsquo;s software/data platform.
</li><li>Establishes written code standards for application/database development and mentors developers to support and adhere to those standards. Establishes written architecture schemas and system documentation for in-house applications and databases and manages processes that effectively maintain documentation.
</li><li>Maintains a working knowledge of new technologies and features that can further enable Exeter&rsquo;s software/data platform and maintain its currency.
</li><li>Establishes development processes and metrics that measure and improve team performance.
</li><li>Establishes a supportive, positive working relationship among development team members and with other teams inside and outside of IT.
</li><li>Ensures compliance with Exeter&rsquo;s policies &amp; procedures, safety, state and federal laws, regulations and standards.
</li><li>Other duties as assigned.
</li></ul><h2 class="jobSectionHeader">Education and Work Experience
</h2><ul><li>Bachelor's Degree or equivalent in Computer Science or a related field of study.
</li><li>Eight (8) or more years of job related experience.
</li><li>Three (3) or more years of management experience.
</li><li>Prior experience of defining test strategy for large and complex projects.
</li><li>Strong working knowledge of object oriented analysis and design principals.
</li><li>Strong working knowledge of software design and enterprise architecture patterns.
</li><li>Strong knowledge of Visual Studio, Team Foundation Server, Asp.Net, C#, JavaScript, JQuery, WCF, and .Net Entity Framework.
</li><li>Strong knowledge of SQL Server, SQL Job Agent, T-SQL, Stored Procedures, Triggers, Views, Execution Plans, and SQL Server Profiler.
</li><li>Strong analytical skills and the ability to solve complex and challenging problems in an efficient, maintainable, and flexible way.
</li><li>Understanding of Automation frameworks.
</li><li>Understanding of System Performance Optimization techniques.
</li></ul>Individual compensation packages are based on various factors unique to each candidate including
skill set, experience, qualifications and other job-related reasons. 
The pay range for this role is $135,400.00 - $196,300.00 annually. 
Exeter Finance LLC is an Equal Opportunity Employer.</div>

Director Full Stack Development

Gartner

<div><div><div>Revenue Marketing Senior Specialist
</div><div>Our Corporate Global Marketing team strategizes and develops marketing programs to help prospective customers understand how Gartner&rsquo;s expert guidance and tools enable smarter decisions and stronger performance on an organization&rsquo;s mission critical priorities. The team accelerates sales activity by attracting, engaging, and converting prospects through the delivery of compelling Gartner insights and experiences across the buyer journey.
</div><div>What we&rsquo;re looking for:
</div><div>We&rsquo;re looking for a B2B Marketing Manager to join our Global Technology Sales (GTS) Marketing team focused on the Midsized Enterprise region. The ideal candidate would have a background in campaign management, channel strategies and sales enablement to drive lead acquisition and pipeline progression for new business and account expansion. To be succe ssfu l, y ou mus t hav e a passion for customer-centric marketing, partnering closely with sales, and developing and innovating programs that resonate with our target audiences.
</div><div>What You Will Do:
</div><div><ul><li>Support the regional Marketing Senior Director and team in executing integrated marketing strategies and campaigns to help drive firm revenue growth.
</li></ul></div><div><ul><li>Assist in coordinating and implementing multi-channel marketing campaigns and content marketing programs aimed at generating leads and supporting sales efforts.
</li></ul></div><div><ul><li>Work with centralized centers of excellence to help ensure smooth execution of assigned marketing activities.
</li></ul></div><div><ul><li>Gather and organize input from product, research, and sales teams to help inform campaign messaging and tactics. Collaborate with other marketing team members to develop and distribute campaign content.
</li></ul></div><div><ul><li>Draft clear, concise marketing messages and content, ensuring consistency across channels and formats.
</li></ul></div><div><ul><li>Work with colleagues across business lines and regions to share marketing ideas and support integrated activities.
</li></ul></div><div><ul><li>Track and report on marketing performance using established metrics and analytics. Share findings and suggest improvements to enhance campaign impact.
</li></ul></div><div><ul><li>Support demand generation activities by helping communicate key messages and campaign details to the sales organization.
</li></ul></div><div><ul><li>Build strong working relationships with sales teams and regional leaders.
</li></ul></div><div><ul><li>Monitor KPIs and campaign metrics and assist in evaluating campaign effectiveness to inform future tactics.
</li></ul></div><div>What You Will Need:
</div><div><ul><li>Bachelor&rsquo;s degree in marketing, business, or a related field.
</li></ul></div><div><ul><li>3&ndash;5 years of relevant marketing experience, preferably in a B2B or large/global company environment.
</li></ul></div><div><ul><li>Hands-on experience supporting and executing integrated marketing or demand generation programs; experience engaging executive-level audiences is a plus.
</li></ul></div></div><div><div><ul><li>High attention to detail and strong problem-solving skills with consistent follow-through.
</li></ul></div><div><ul><li>Advanced organizational and communication skills; able to manage multiple projects and collaborate with stakeholders.
</li></ul></div><div><ul><li>Ability to adapt and work effectively in a fast-paced, dynamic, and collaborative environment.
</li></ul></div><div><ul><li>Proficient with CRM (Salesforce), CMS (Adobe AEM), email management systems (Eloqua), data analytics platforms (Power BI, Google Analytics), and AI tools (Chat GPT, Notebook LM, Copilot).
</li></ul></div><div><ul><li>Intermediate to advanced Excel skills (formulas, pivot tables) and strong PowerPoint capabilities.
</li></ul></div><div><ul><li>Excellent English written and verbal communication skills.
</li></ul></div><div><ul><li>Strong analytical skills and a data-driven mindset; able to interpret and present marketing data.
</li></ul></div></div>Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we&rsquo;ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That&rsquo;s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities &ndash; opportunities that may not even exist right now &ndash; for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
Gartner is the world authority on AI
At Gartner, you&rsquo;ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients&rsquo; AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You&rsquo;ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
It&rsquo;s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that&rsquo;s reshaping the way we operate. If you&rsquo;re passionate about AI and want to be part of a team that&rsquo;s guiding the leaders who shape the world, Gartner is the place for you.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive &mdash; working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 64,000 USD - 87,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. 
 
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company&rsquo;s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to ApplicantAccommodations@gartner.com .
Job Requisition ID:110662
By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.
Gartner Applicant Privacy Link: https://jobs.gartner.com/applicant-privacy-policy 
 
For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.</div>

Revenue Marketing Senior Specialist

Meriton

<div><div>Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value&mdash;for our partners and our people.

If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter&mdash;every step of the way.</div>
Job Title: Data Analyst

Reports To: Data Migration Lead

FLSA Status: Exempt

Location: Shared Services Office, Irving, TX 

Summary:

Project Ignite is a large-scale enterprise transformation program uniting 20+ operating companies onto a single Microsoft Dynamics 365 Finance &amp; Operations and Project Operations platform. We are building a deployment factory designed to roll out several entities per year across a tiered portfolio - from common-stack migrations to mid-complexity entities with unique process and integration requirements.

This Data Analyst role will support a multi-wave enterprise transformation program by helping prepare, assess, map, validate, and migrate data for D365 Finance &amp; Operations (PMA) and D365 Project Operations deployments connected via dual-write. This is a role for a candidate with a strong foundation in SQL, solid business or MIS education, and hands-on experience with reporting or analytics tools. The analyst will work alongside Business Systems Analysts, Data Migration Leads, Solution Architects, Integration Engineers, and business stakeholders to translate source data into migration-ready, auditable, and reusable outputs. The role will aid analysis, data mapping, system assessment, and readiness planning. 

Essential Duties and Responsibilities: 
 
Data Assessment and Deployment Readiness
<ul>
<li>Profile legacy/source data, assessing source-system readiness, and identifying data dependencies, gaps, and quality issues for upcoming deployment waves.</li>
<li>Use SQL to extract, join, validate, compare, and reconcile datasets from source systems, staging files, and target structures.</li>
<li>Build and maintain source-to-target mapping workbooks, data-quality issue logs, reconciliation workpapers, and extraction inventories.</li>
<li>Support repeatable migration playbooks, file-governance standards, naming conventions, and handoff procedures that can scale across multiple OpCos.</li>
</ul>
Business Process &amp; Requirements
<ul>
<li>Translate business rules, legacy field usage, and entity-specific process differences into clear mapping logic, transformation rules, and documented requirements.</li>
<li>Partner with business stakeholders to understand how source data is created, maintained, and used operationally, then assess fit against target-state requirements.</li>
<li>For later go-live waves, own the data workstream for one OpCo covering extraction, analysis, assessment, mapping, offline migration activities, issue resolution follow-up, and stakeholder communication.</li>
<li>Contribute to standard templates and reusable practices so that later waves are faster, more consistent, and less dependent on one-off decisions.</li>
</ul>
Delivery &amp; Cross-Functional Collaboration
<ul>
<li>Work closely with BSAs, Solution Architects, Integration Engineers, QA, and business SMEs to support testing, mock conversions, cutover planning, and hypercare activities.</li>
<li>Track open issues, risks, assumptions, dependencies, and status updates for assigned scope; escalate blockers early and communicate clearly with affected stakeholders.</li>
<li>Coordinate any offline migration activities for the assigned workstream, including file preparation, validation, handoff timing, and business communications.</li>
<li>Support UAT and dress-rehearsal cycles by validating data outcomes, tracing defects, documenting findings, and confirming remediation steps.</li>
<li>Based on demonstrated capability and program need, the role may also support or own pipelines, ETL procedures, and selected Microsoft Fabric assets or orchestration components used for migration, transformation, or reporting.</li>
</ul>
Knowledge Transfer &amp; Capability Building
<ul>
<li>Document SQL logic, mapping assumptions, transformation rules, issue resolutions, and repeatable procedures so that future waves can reuse proven approaches.</li>
<li>Create and maintain training aids, runbooks, and reference materials for recurring extraction, mapping, validation, and offline migration tasks.</li>
<li>Build working familiarity with D365 data entities, data projects/packages, staging concepts, and Power Platform components relevant to reporting, workflow, and integration.</li>
<li>Contribute lessons learned after test cycles and deployments to strengthen the program's internal data-migration capability over time.</li>
</ul>
How You Will Succeed:

Project Ignite moves fast. We are building a deployment factory that will roll out to several entities per year, which means the decisions you make in the build phase have multiplied impact.
 
The people who thrive in this program share a few traits:
<ul>
<li>Standardization mindset - you default to the template and document exceptions rather than customizing first, while understanding that operating companies can have different expectations that warrant a documented deviation</li>
<li>Bias toward documentation - you treat playbooks and design logs as delivery outputs, not afterthoughts</li>
<li>Collaborative but opinionated - you build strong relationships across finance, IT, and SI teams while being willing to push back when requirements threaten repeatability or impact the program timeline</li>
<li>Ownership orientation - you follow issues through to resolution rather than handing them off at the boundary of your role</li>
<li>Comfortable with ambiguity - this is a standing-up phase; not everything will be defined, and you will help define it</li>
</ul>
Other Duties:
<ul>
<li>Regular, consistent and necessary communication to meet the needs of the business</li>
<li>Assists the leadership team and other team members with various research projects and/or special projects</li>
<li>Performs other duties and responsibilities as assigned</li>
<li>Must conduct self in an ethical, legal, and responsible manner at all times</li>
<li>Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct</li></ul> 
 
Education/Experience:
<ul>
<li>Bachelor's degree in Management Information Systems, Business, Business Analytics, Information Systems, or a closely related field</li>
<li>5-8 years of experience in ERP business analysis, financial systems, or finance operations - we prioritize D365 F&amp;O depth over years</li>
<li>SQL Experience is a must have, Fabric or PowerBI experience is nice to have</li>
<li>Experience with Microsoft Dynamics 365 Finance &amp; Operations PMA strongly preferred, with direct involvement in at least one full-cycle implementation or major module rollout</li>
<li>Experience participating in UAT, data validation, or cutover activities on an ERP implementation; comfortable working in an agile delivery model with sprint-based deliverables</li>
<li>Preferred: experience with D365 Project Operations or project-based billing; exposure to multi-entity deployments; familiarity with Power BI or financial reporting tools; data migration concepts in D365</li>
<li>Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word</li></ul> 
 
Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position's primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department. Occasional travel may be required. 
 
Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.
<ul>
<li>Must be able to walk, bend, stand, and reach constantly during a workday</li>
<li>Must be able to lift 15 &ndash; 20 lbs.</li>
<li>Standing for long periods of time (4-5 hours) occasionally</li>
<li>Must be able travel via plane or car to events</li></ul><div> 

Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.</div></div>

Data Analyst

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