Here are sample job advertisements for this type of role…
As an Agent Success Advisor, M&A, you will be part of the “on-the-ground” team leading the day-to-day operational integration of boutique brokerage acquisitions. You will be at the center of our efforts to connect newly acquired agents with Compass’ technology, culture and processes. An effective project manager and creative problem solver, you will lead the planning and execution of employee and agent onboarding and training and will work closely and collaboratively with key functions across Compass including finance, legal, communications, marketing, business development, listings and other internal teams.
At Compass You Will:
- Be the “boots on the ground” driving the integration of brokerages acquired thru M&A activity
- Develop and implement thoughtful business processes to support and integrate agents
- Project manage critical workstreams and juggle multiple activities while working across functions to make agents’ transition to Compass a seamless and positive experience
- Oversee and execute pre-onboarding work
- Plan, organize and execute employee and agent onboarding and training schedules, staffing, etc.
- Lead day-one orientations and IT onboardings
- Lead group and personal training sessions on our proprietary technology and other key tools / platforms
- Field incoming requests and ensure issues are resolved promptly and thoroughly, with a strong customer-service mindset
- Manage and facilitate a high volume of communication among internal and external stakeholders
- Act as ambassadors of Compass culture, showcasing the best of Compass, while also picking up on the best of the acquired brokerage and integrating it into Compass
- Surface insights and learnings to inform and improve the integration process
- Be an “athlete” who is excited to dive in and play a hands-on role
What We’re Looking For:
- B.A. or B.S. degree with 4-5+ years work experience
- Customer Success, Training, Product Support, Implementation, On-Boarding, Customer Service and/or Hospitality experience preferred
- Product and technical training experience (in both group and one-on-one settings) preferred
- Impeccable attention to detail and problem-solving skills
- Experience working directly with clients; strong interpersonal skills and a natural ability to connect with others
- Ability to maintain composure and customer focus while troubleshooting and problem solving issues
- Strong written and verbal communication
- Highly organized; ability to multi-task and handle multiple deadlines simultaneously
- Self-starter attitude and ability to exercise judgment and problem-solve independently
- Comfortable in a fast-paced, highly-fluid environments
- Continuous desire to improve existing processes
- Aptitude for acquiring skills; eagerness to learn and stay up-to-date on your own
- Experience using Apple products and Google systems
- Flexibility to travel 50-75% of the time and work irregular hours as needed
At Compass, our mission is to help everyone find their place in the world. This means we continually celebrate the diverse community different individuals cultivate. As an equal opportunity employer, we stay true to our mission by ensuring that our place can be anyone’s place.
Lexington Park is actively seeking senior industry professionals with strong industry/ sector expertise in our focus industries. As an extension of the team, they will be called upon, from time to time to help the firm and its clients to:
Provide expertise in an area of thematic interest to the firm
Bring strategic expertise and give guidance and advice to the firm, it’s clients and transactions
Provide expertise in navigating the legal, regulatory, and other industry specific challenges
Serve as an extension of the team and utilize their network of contacts/ relationships in all aspects of the transaction sourcing, due diligence, and execution process
Serve as an advisor to existing clients, including sitting in on board meetings or providing one-on-one mentoring/advising for existing portfolio Identify promising companies or technologies including targets/ companies for roll-ups and dis tressed/ turnaround situations
Provide startup experience to the firm’s clients seeking to build a new venture or explore a spin-out or management led buyout
Vet various startup ideas, find a co-founder, do market research on the space, put together a pitch deck, or write a business plan for a new venture etc.
Help craft an investable thesis, handle all of the foundational issues (corporate form, licensing the technology, setting up an option pool, recruiting the team, negotiating the seed round, etc.) and develop the business model
Strategy and Program Development:
- Conduct systematic reviews of high school-based mental health assessments, mental health programming, and suicide prevention programs and resources and make recommendations for adoption to the Director of High School Programming
- Conduct periodic systematic reviews and scans of trends in high school health / mental health and state and federal legislation related to mental health education and programming in schools to inform the continued development of the High School Program
- Collaborate with a range of internal staff and external partners (including JED Campus team, marketing/communications, external vendors, organizational partners, etc.)
- Collaborate with High School Director to:
- Manage systematic integration of Set to Go and JED Campus activities
- Set up and manage evaluation measures and data collection mechanisms for the high school program
- Manage and run meetings with advisory board of experts working in high school and mental health settings
Resource Development and Dissemination:
- Develop new resources, including guides and webinars, on mental health and the transition to college for high schools, students, and families
- Develop new resources, including guides and webinars, on mental health and suicide prevention for high schools
- Develop and execute dissemination plans for high school resources (often via external partnerships with schools, districts, direct-to-youth organizations serving high school students, etc.)
- Possibly in collaboration with the Learning Community Coordinator, develop and manage a high school ‘learning community,’ to which we would disseminate newsletters, webinars, and other new resources on a regular basis
Program Management:
- Manage ongoing high school mental health curriculum training pilot
- Develop business plan for growing high school mental health curriculum training
Qualifications and Experience:
- Masters degree required, preferably in public health, education, or a related field
- 3-5 years professional experience with strategic program development and program / project management
- Experience in training, advising, or consulting around school-based initiatives, preferably in the high school environment
- Excellent verbal and written communication
- Strong research, analytical, and critical thinking abilities
- Strong interpersonal and relationship management skills, including comfort with establishing new partnerships
Salary range: commensurate with experience
Interested candidates should email their résumé with cover letter to: careers@jedfoundation.org
JED is committed to creating and maintaining a diverse workplace that values teamwork, collaboration and creativity. JED is an Affirmative Action/Equal Opportunity Employer.
JED believes in providing employees with benefits to wellness and financial stability. We provide benefits such as health/dental/vision insurance plans, paid time off plus all major holidays, competitive salaries and a 403b retirement planning option.
The Web Technology Advisor is dedicated to a specific client for the main purpose of supporting the client’s global meetings and event management strategy. This is accomplished by meeting or exceeding specific deliverables including, but not limited to, the creation and maintenance of registration websites and mobile apps, management and statistical analysis of attendee data, and technical support for event build products. This position is 100% client facing and will be located within the client’s offices in Midtown, New York City.
What You Will Be Doing
- Creation and maintenance of on-line registration web sites in line with client branding
- Cross-train on other Cvent products used by the client especially in regard to how those products interact with the registration technology
- Coordinate, design, and lead user training, and manage custom projects
- Presenting solutions
- Manage and maintain client relationships in addition to providing direction and support to client’s other vendors from a technical perspective
- Provide business intelligence and cross-meeting reporting to the event planners, clients, and vendors to support the successful execution of event logistics
- Work together with account management and other internal employees to drive long-term success for the client’s programs
- Work flexible hours to support a global account / team (this may sometimes include other work outside the standard work day or on weekends or conference calls)
- Some travel may be required
- Other duties as assigned
Qualifications
- Web development experience (HTML, CSS)
- Photo Editing (e.g., Photoshop, Fireworks, etc)
- Intermediate user of MS Office suite of products (Outlook, Word, Excel)
- 2+ years corporate experience, finance industry preferred
- 2+ years meeting technology software experience preferred
- Strong organizational & time management skills with the ability to manage multiple responsibilities while maintaining high quality standards
- Strong communication skills through all mediums with a proven ability to build and maintain relationships (for all levels of an organization, including executives)
- Proven analytical skills with consistent high attention to detail; accuracy in spelling and grammar
- Personal integrity, initiative
- Leadership qualities
- Strong sense of accountability; resourcefulness in identifying a problem or process improvement and following through to implement
- Ability to work as part of a team in a demanding environment
- Proven ability to operate in a fast-paced corporate organization
- University Degree or equivalent web design experience