The Sales and Marketing Coordinator provides essential administrative and organizational support to the sales, marketing, and estimating functions within the organization. The role serves as a liaison between these teams to ensure seamless communication and coordination of efforts. This role focuses on CRM administration, trade show coordination, supporting marketing campaigns to drive customer engagement and revenue growth, and participating in the Front Desk Reception rotation.<br>Responsibilities: (What should be accomplished) <br>• Sales & Estimating Support<br>• CRM Administrator<br>• Marketing Support<br>• Trade Show & Event Coordination<br>• CMMC Upkeep Coordination (Cybersecurity Maturity Model Certification) <br>• Front Desk Reception Duties (Rotation)<br><br>Principle Duties: (Tasks) <br>• Sales and Estimating Support Facilitation<br>• CRM (Customer Relationship Management) System Administration<br>• Marketing Campaign Coordination and Content Development<br>• Trade Show Planning and Lead Generation Management<br>• Cybersecurity Maturity Model Certification Maintenance<br>• Interdepartmental and External Vendor/Subcontractor Communication Facilitation (including obtaining quotes from subcontractors)<br><br>• Skills: <br>• Proficiency in CRM systems (such as Salesforce, HubSpot, or Zoho CRM) <br>• Experience with social media management tools (Hootsuite, Buffer, or similar platforms) <br>• Strong knowledge of Microsoft Office suite (especially Excel, PowerPoint, and Word)<br>• Familiarity with email marketing platforms and digital marketing tools<br>• Basic understanding of website content management systems<br>• Experience with project management software <br>• Proficiency with multi-line phone systems and visitor management software<br>• Ability to work with quote management and proposal software<br>• Working knowledge of design software (Adobe Creative Suite, Canva, or similar) is a plus<br>• Personal Attributes:<br>o Excellent organizational and time management skills with ability to multitask<br>o Strong written and verbal communication skills<br>o Detail-oriented with excellent follow-through abilities<br>o Self-motivated with the ability to work both independently and as part of a team<br>o Problem-solving skills and ability to think creatively<br>o Adaptable to changing priorities in a fast-paced environment<br>o Customer service orientation with strong interpersonal skills<br>o Professional appearance and demeanor for front desk duties<br>o Friendly, welcoming attitude when representing the company at reception<br>o Negotiation skills for working with suppliers and vendors<br>o Creative mindset with an eye for design and visual presentation
<p>We are looking for an experienced Director of Financial Planning and Analysis to lead strategic financial initiatives and optimize performance for our organization in Waukesha, Wisconsin. This high-visibility role requires a skilled individual to manage financial planning processes, analyze historical data, and provide actionable insights to the executive team, board of directors, and private equity stakeholders. Reporting directly to the Chief Financial Officer, the ideal candidate will combine strategic vision with tactical execution to drive value creation and resource optimization.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee comprehensive financial planning processes, including annual budgets, rolling forecasts, and short-term estimates, to enhance decision-making and efficiency.</p><p>• Create and refine financial models to support strategic plans, budgeting, forecasting, and business planning efforts.</p><p>• Prepare and deliver impactful financial presentations for executive leadership, the board of directors, and external stakeholders.</p><p>• Analyze financial performance against forecasts and plans, conducting variance analyses and partnering with business leaders to achieve organizational goals.</p><p>• Design and implement dynamic dashboards, management reporting tools, and key performance indicators to monitor financial and operational performance effectively.</p><p>• Generate detailed sales reports on a daily and weekly basis, providing actionable insights to drive business growth.</p><p>• Collaborate with business leaders to assess emerging trends, identify risks and opportunities, and propose innovative solutions.</p><p>• Optimize FP& A processes by enhancing coordination, streamlining workflows, and improving forecasting accuracy.</p><p>• Partner with data engineers to implement advanced systems for automated reporting and enhanced data visualization.</p><p>• Lead and mentor an FP& A team, fostering a collaborative environment focused on achieving business results and increasing company valuation.</p>
We are looking for a skilled Revenue Manager to oversee and optimize billing operations within a dynamic healthcare environment. This role requires someone with strong attention to detail who can manage accounts receivable, ensure compliance with revenue recognition standards, and provide support to billing staff. The ideal candidate will have expertise in healthcare revenue cycles and a solid understanding of financial processes.<br><br>Responsibilities:<br>• Supervise day-to-day billing activities, ensuring accurate and timely processing of all transactions.<br>• Act as a resource for staff inquiries regarding billing procedures and address operational challenges.<br>• Oversee the electronic billing setup and implement necessary changes to improve efficiency.<br>• Conduct month-end reviews of accounts receivable balances and prepare related financial reports.<br>• Manage the entry and verification of resident charges into the billing system, ensuring accuracy.<br>• Analyze resident accounts and initiate adjustments or credits where necessary.<br>• Assist families in establishing and maintaining benefits through Wisconsin Medical Assistance, Medicare, and insurance providers.<br>• Lead and mentor select billing staff to enhance team performance and productivity.<br>• Ensure compliance with revenue recognition standards, including ASC 606.<br>• Collaborate with healthcare teams to optimize the revenue cycle and improve financial outcomes.
