Billing specialist supervisor for utility broker service. This is an immediate position —experience with auditing bills, invoicing, batch invoicing, and a complete understanding of accounting principles.

About the Company: We are a manufacturing firm with an annual revenue of approximately $50M, focusing on delivering high-quality products and services. Our commitment to innovation and excellence has driven our success, but we recognize the need to enhance our capital expenditure (capex) approval and management processes to sustain our growth and operational efficiency. Job Description: We are seeking an experienced Capex Approval and Management Consultant to review, design, and implement a comprehensive capex management process. The ideal candidate will have a proven track record in developing and managing capex processes within a manufacturing environment. Our goal is to establish a well-documented and efficient capex process that aligns with our strategic objectives and supports our growth. Responsibilities: Evaluate and redesign the existing capex approval and management process to ensure it is efficient, transparent, and aligned with our business goals. Implement a stage-gate process for capex projects of varying scales and risks, including large, mid, and small projects. Develop a defined process for project approval that includes a business case development, sensitivity analysis, energy and safety assessments, and submission checklists. Establish clear thresholds and criteria for project risk levels and appropriate approval pathways. Work closely with internal teams to ensure the capex process incorporates all necessary sign-offs, including safety, energy, standard operating procedures (SOPs), and pre-assessment evaluations. Guide the post-completion evaluation of projects, focusing on equipment performance and project ROI. If successful, extend the project to include the improvement of the purchase order (PO) process, ensuring alignment with capex processes and overall business strategy. Requirements: Extensive experience in capex management and approval processes within a manufacturing setting. Demonstrated success in implementing or working within a well-documented capex process. Strong analytical skills with the ability to perform sensitivity analyses and business case development. Familiarity with stage-gate processes for project management and approval. Excellent communication and collaboration skills, with the ability to work effectively in a lean team environment. Ability to prioritize and manage multiple projects with varying degrees of complexity and risk. Knowledge of technology solutions that support capex management and process efficiency.

We will need several policies documented and organized into process maps and easy to read procedure manuals. A successful candidate will be able to take draft concepts, in brainstorming and sketched out on paper to create the maps and manuals.

I am in need of a virtual assistant to support me as a life insurance broker. My duties involve recruiting agents, facilitating their onboarding process, assisting them in obtaining licensure, and guiding them to become successful in generating income. I possess documents that can be utilized to structure the business system for managing my corporation. Additionally, I require a system to effectively monitor and track all agents and their productivity.

We're in search of a talented Business Analyst expert with a deep understanding of integrating collaboration tools and CRM systems in designing workflow processes at enterprise level. You'll be the go-to expert for designing and implementing seamless enterprise and mid-size workflows between tools like Microsoft Teams & Dynamics or Slack & Salesforce. This role is essential in driving efficiency and optimizing collaboration across the sales and support teams. Key Responsibilities: Model Integration Processes model new integration processes from the ground up to streamline communication and data sharing between collaboration and CRM systems. Identify Automation Opportunities: Analyze processes to uncover areas where tasks can be automated, reducing manual effort and improving accuracy or apply ai. Deliverable will be in block diagram and flowcharts

We're seeking a customer-focused Business Analyst with a passion for optimizing sales and marketing processes. You'll play a pivotal role in driving revenue growth by analyzing customer journeys, identifying conversion bottlenecks, and streamlining CRM workflows. If you have a deep understanding of sales science and are skilled at translating insights into actionable process improvements, this could be the perfect role for you.

We are seeking a business requirement analyst that can work with the business and create stories related to technical and business requirements. Experience with Contract Lifecycle Management is preferred.

We're seeking a detail-oriented Business Analyst with a passion for process improvement to join our dynamic team. You'll play a pivotal role in streamlining operations, maximizing efficiency, and driving revenue growth across sales, marketing, and customer experience (CX) functions. If you have a knack for identifying bottlenecks, designing optimized processes, and aligning technology and data insights with business goals, this could be the perfect role for you. Key Responsibilities Process Mapping & Analysis: Conduct discovery sessions to document existing business processes, identify inefficiencies, pain points, and opportunities for improvement. RevOps Optimization: Analyze sales, marketing, and customer success processes with a RevOps lens. Recommend and design optimized processes to enhance lead generation, conversion, customer experience, and revenue growth. Cross-Functional Collaboration: Partner with stakeholders across departments to define future state processes that align with business objectives. Best Practices & Frameworks: Apply industry-leading RevOps, sales, marketing, and CX best practices and methodologies to process redesign. Documentation & Presentation: Create clear, comprehensive process maps and diagrams (flowcharts, BPMN, etc.) Present recommendations with supporting data to stakeholders for buy-in. Deliverable: flowcharts

Problem we're trying to solve: We send a lot of product offers to our customers via email. Many get lost in their inboxes or they don't respond on time because they forget. On the flip side, our team sometimes misses our customer's orders resulting from those offers and time is wasted chasing orders that are already in our cluttered inboxes. This causes a lot of missed opportunities and/or generates more emails resulting in more clutter. Solution: We would like to create a central Google Sheet or dashboard where our customer can easily see the offers available, what requires action, have all the related details and documents linked, and we can all follow the status of the offer in the pipeline (reviewed, accepted, rejected, pending negotiation, etc.) as well as update with necessary information along the way. Certain status updates or addition of information will trigger email notifications (delivery date changed, factory dropped product X from production, invoice posted, etc.) or requests for other actions (accept change, reject change, upload wire confirmation, etc.) Our back office is not that tech savvy and neither is our customer so we would like a simple solution and interface that would not be too intrusive to their existing routines. Potentially an integration/automation solution using Google Sheet, Dropbox, etc. but we are open to suggestions for best tech stack to get this done. We would like to get this done ASAP.

THIS IS NOT A BUSINESS ANALYST POSITION! Lean Six Sigma certification required. 40 hours a week, Monday-Friday, 8AM-5PM in U.S. time zone. Our company, well known in the Leadership Development field is looking for an experienced process analyst to work in a pool of other process analysts, supporting the Global Business Process Office. You'll spend most of your time documenting and analyzing internal workflows and business processes collaborating with internal subject matter experts and assessing waste (Lean), data, and information. Projects range in scope - some are IT related others support operational functions. Responsible for documenting business process modeling activities, analyzing and assessing business processes and requirements, identifying, and suggesting improvements to existing processes, and making recommendations to support process improvements. Experience documenting business processes using a standard such as BPMN (Business Process Management Standards, BPMN (Business Process Management Notation), and/or UML (Unified Modeling Language) to deliver consistent, high-quality business process assets. We are growing our Lean Six Sigma maturity within the larger organization, so contractor must be ready to teach, explain, and get tactical. We are data poor, so you'll need to get creative about assembling data from qualitative methods, using your toolkit of Lean Six Sigma tools. You'll be comfortable crafting process flowcharts, procedures, work instructions, SIPOCs, value stream maps, as well as GAP logs, risk and issues, prioritization maps and other items common to a LSS practitioner. You'll support efforts to achieve higher process governance, maturity, and value through project approach. The best candidate will have a high tolerance for agile work, ambiguous scope, changing priorities, multi-tasking and able to thrive in a fast-paced environment. Exceptional management, problem solving, organizational, and communication skills are required. Requirements: Bachelor's Degree, Lean Six Sigma Green Belt Certification (minimum), demonstrated understanding and ability to apply improvement methodologies such as DMAIC, Lean, and Six Sigma. 5+ years of experience in operations, operations improvement, or in business process management field. Experience documenting using a standard writing style (such as UML). Knowledge of and experience using project management methodology (certification a plus, but not required). Knowledge of and experience in change management a plus. Excellent computer skills including Excel (QI Macros), Visio, Word, SharePoint, project management software and/or platforms (such as ClickUp, Microsoft Project, Monday or other). Note: We use ClickUp. Lastly ... you'll work in an up-and-coming part of the organization with a team of other pioneers. The process analyst team is a close-knit group of innovators, that supports one another, and works every day on Lean Six Sigma best practices in application to their projects. We want to hire a person that gets along with others, rolls with the punches, puts in a good day's work, likes to help others, doesn't need a lot of hand holding, and can work with a variety of internal people, from VPs to SMEs. Every day, you'll translate your experience from another industry for use in a professional services organization which can be challenging. Final applicants will be asked to submit 1) Resume 2) Visio Examples 3) SIPOC 4) Documentation Samples or other additional samples that show us your ability. It is OK to black out confidential details.