Softcard (acquired by Google)

Manager

• Analyze sales, margin, pricing, rebate, and inventory performance data at the ISO, customer and market level.
• Identify areas for improvement with margin, pricing, rebate, inventory, and underperforming programs.
• Assess profitability trends and highlight risk or growth opportunities.
• Develop recurring reports and dashboards to monitor key performance metrics.
• Evaluate pricing realization and execution trends.
• Identify opportunities for pricing adjustments or structural pricing improvements.
• Partner with Sales and Finance to model financial impact scenarios.
• Support execution of approved pricing actions and monitor post-implementation results.
• Assess performance of promotions, rebates, and growth programs.
• Quantify program ROI and identify underperforming initiatives.
• Recommend adjustments to improve effectiveness and financial return.
• Track and report measurable financial impact of optimization efforts.
• Analyze inventory productivity, order patterns, and tool utilization trends.
• Identify opportunities to improve inventory turns and reduce aged or excess inventory.
• Collaborate with Supply Chain and Operations to support recommended improvements.
• Promote adoption of reporting tools and operational best practices across ISO locations.
• Establish baseline performance metrics for assigned partners or regions.
• Develop and maintain scorecards for key KPIs (margin %, pricing realization, inventory turns, program ROI, etc.).
• Provide regular performance insights and recommendations to ISO leadership.
• Monitor progress against agreed action plans and escalate material risks or performance gaps as needed.
• Facilitate working sessions with ISO partners and internal stakeholders to review performance data and align on action plans.
• Coordinate with Finance, Sales, Pricing, Inventory, Supply Chain, and Operations to support implementation of approved initiatives.
• Follow up on initiative progress and document measurable outcomes.

Business Performance Manager, ISO Excellence

Sales

• Provides administrative support to sales center
• Filing, data entry, and routine reports to identify open orders

Sales Center Admin

Financial Planning and Analysis

• Supports creation and maintenance of financial forecasting & reporting for category-level consumption.
• Enhances strategic category decision making by providing accurate, timely and insightful data.
• Maintains data integrity.
• Develops reporting solutions in line with the department plan.
• Generates timely reporting.
• Completes updates of operating, program, and business unit scorecards and supports Senior Analyst and Finance Manager in updating commentary and analysis for the scorecard updates.
• Compiles data needed to perform root cause analysis, test & learn, and financial modeling; and supports Senior Manager in conducting the analysis.
• Completes work assignments by applying up-to-date expertise in subject area; leveraging an understanding of policies, data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying, recommending, and implementing ways to address improvement opportunities.
• Pursues self-development and effective relationships by openly sharing information and knowledge with coworkers and business partners; seeking performance feedback; and adapting to and learning from change.

Senior Analyst, Merchandise Finance

• Develop and execute sales strategies to achieve revenue targets and ensure market-wide growth.
• Provide leadership and guidance to sales teams, focusing on goal achievement and skill development.
• Partner with store leadership to drive a customer-first culture that enhances satisfaction and loyalty.
• Analyze sales performance metrics to identify trends, opportunities, and challenges adjusting strategies as needed.
• Collaborate with marketing teams to plan and implement promotional campaigns tailored to market needs.
• Conduct regular store visits to evaluate sales performance, provide coaching, and ensure alignment with company goals.
• Lead initiatives to improve conversion rates, average transaction value, and other key sales metrics.

Market Sales Director

• Identify new customers and revenue opportunities for the store
• Shift into high gear in a fast-paced retail store environment
• Help outside sales in identifying, developing and maintaining wholesale accounts
• Build, guiding and developing an engaged crew team to deliver checkered flag levels of customer care and business results
• Steer towards continuous improvement in processes and procedures
• Protect and maintaining the security of store assets
• Display pride in navigating a store recognized for safety and appearance

Store Manager

• Support Motion's Executive, Finance, and Operational Leadership by contributing to financial analyses
• Assists with the identification of operational improvement opportunities
• Collect, manage, analyze, and disseminate financial information and analyses
• Design and implement financial models and key performance indicator reports
• Analyze profit & loss statements and monitor performance
• Perform trend and sensitivity analysis
• Participate in financial discussions with business leaders
• Serve as a business partner with various leaders
• Identify and drive process improvements
• Increase productivity by developing automated reporting and modeling tools
• Assist in the creation of executive presentations
• Lead and participate in ad hoc projects

Financial Analyst

Operations

• Serve as GPC’s internal expert on credit and debit card processing
• Manage relationships with processors and networks
• Collaborate with internal and external stakeholders to design, build and launch payment solutions
• Create business cases to justify capital investments

Senior Manager – Payments Innovation, Operations

Account Manager

• Focuses on large customers and expands relationships with existing customers by up-selling and cross-selling
• Fosters customer satisfaction by maintaining customer contact and managing expectations
• Increases revenue and profitability through generation of new business and further development of existing accounts
• Generates new leads by networking, cold calling, researching various directories and internet sites
• Routinely interacts face-to-face with customers to foster strong relationships and maintain satisfaction
• Understands complex requirements from customers for preparation of customized quoting
• Delivers effective sales presentations and ensures technical requirements are met
• Assists with on-site troubleshooting of customers' concerns
• Works with and coordinates vendor resources to build relationships and support sales
• Performs other duties as assigned

Senior Account Representative

Account Specialist

• Drive sales and generate opportunities
• Partner with Account Representatives
• Educate customers on products
• Prepare customized quotes
• On-site troubleshooting for customer concerns
• Identify and close product sales

• The Account Representative I is primarily responsible for building or expanding their book of business through converting competitors' business and expanding their assigned medium-sized accounts to become large accounts.
• This role fosters customer satisfaction by maintaining customer contact and managing customer expectations.
• Increases revenue and profitability through generation of new business and further development of existing accounts.
• Generates new leads by networking, cold calling, researching various directories and internet sites.
• Routinely interacts face-to-face with customers to foster strong relationships and maintains satisfaction.
• Understands complex requirements from customers for preparation of customized quoting.
• Delivers effective sales presentations and ensures technical requirements are met.
• Assists with on-site troubleshooting of customers' concerns.
• Works with and coordinates vendor resources to build relationships and support sales.
• Performs other duties as assigned.

Account Representative I

Affiliate Manager

• Drive business performance through strategic, data-led pricing that influences key commercial decisions.
• Lead pricing strategy to drive P&L performance.
• Turn data into impact with sharp, actionable insights.
• Influence decisions and deliver margin growth.
• Partner with leadership, sales, operational, and finance teams to deliver P&L performance across New Zealand operations.
• Design and implement pricing initiatives, reporting suites, and automated price health metrics to support data-driven decision-making.
• Enhance systems and processes (e.g., Power BI, TM1) to ensure accurate, efficient, and seamless reporting.
• Provide pricing recommendations based on market trends, cost movements, and competitive dynamics, aligning closely with procurement and category teams.
• Identify and drive opportunities to improve margin, reduce cost-to-serve, and grow revenue through dashboards and commercial performance metrics.
• Support budgeting, forecasting, sales capability development, and branch performance reviews to strengthen pricing discipline and financial outcomes.

Commercial Partner – Pricing

• Partner with the Motion network to develop a strategic sales plan.
• Prospect new opportunities and work closely with other business units to maximize on existing accounts.
• Manage your portfolio and ensure that our customers are receiving premium service.
• Support your team with ad-hoc requirements, customer service when possible.

Customer Account Manager

Product Manager

• Serve as the single accountable owner for a portfolio of Copilot Studio agents, capabilities, or agent families aligned to Invesco domains (e.g., Investments, Research, Product Information, Client Reporting, Operations, Risk & Compliance).
• Define and communicate clear product vision, scope, and success metrics.
• Own the full lifecycle of agents from ideation and MVP through production deployment and ongoing enhancement.
• Act as a trusted partner to business stakeholders across Investments, Distribution, Operations, Risk, Compliance, and Technology Domain Owners.
• Translate asset management workflows and pain points into well-defined user stories, agent behaviors, and functional requirements.
• Balance business ambition with practical constraints related to data, risk, and platform maturity.
• Own the functional and technical definition of Copilot Studio agents in partnership with developers and platform teams.
• Define agent instructions, guardrails, tone, and response constraints appropriate for financial services use.
• Guide decisions on data sourcing, integrations, APIs, and reuse of components to ensure scalability, reusability, testing, and maintainability.
• Demonstrate a solid understanding of large language model (LLM) fundamentals, including system prompts, few-shot prompting, and chain-of-thought reasoning, to effectively collaborate with business partners in designing agent behaviors.
• Apply knowledge of Retrieval-Augmented Generation (RAG) techniques to ensure agents access proprietary investment data (e.g., PDFs, research reports) accurately, minimizing hallucinations and providing grounded responses.
• Evaluate trade-offs between model performance (e.g., GPT-4o vs. lighter models) and operational factors such as cost and response speed to optimize agent efficiency.
• Leverage familiarity with Microsoft Power Platform, Power Automate, and Custom Connectors to define requirements for seamless data integration from internal databases and third-party providers (e.g., Bloomberg, Morningstar).
• Ensure secure and compliant data access by understanding OAuth, service principals, JSON payload structuring, and implementing safety guardrails to prevent data leakage or unauthorized financial advice.
• Ensure all owned agents comply with enterprise security, data protection, and regulatory requirements.
• Serve as the product representative in architecture, security, and governance reviews.
• Document intended use, limitations, assumptions, and known risks for each agent.
• Act as the primary product point of contact for Copilot Studio developers working on owned capabilities.
• Provide clear acceptance criteria, quality standards, and product guardrails.
• Reduce duplication and “use‑case sprawl” by promoting shared capabilities and repeatable patterns.
• Partner with platform teams to improve developer experience and accelerate responsible adoption at scale.
• Define and monitor success metrics such as adoption, usage, time savings, quality improvement, and risk reduction.
• Assess agent performance and user feedback to guide prioritization and enhancements.

Principal Product Owner, Copilot Studio

• The Strategic Portfolio Manager partners closely with leadership across functional areas to translate strategic priorities into actionable initiatives and measurable business cases.
• This role supports the coordination and execution of strategic projects while managing risks, progress, and financial impacts.
• Acting as the liaison between business units, finance, and technology, the Strategic Portfolio Manager ensures cohesive planning, delivery, and reporting aligned to organizational goals.
• Monitors external market or industry trends that may impact strategic portfolio priorities.
• Oversees and coordinates the execution of multiple strategic initiatives at a portfolio level, tracking progress and escalating risks to leadership.

Strategic Portfolio Manager

• Customer Development Managers (CDMs) report to a Channel Manager
• Work closely alongside NAPA Branch Managers to build successful business relationships with target customers within their territory
• Proactively find solutions to customer problems
• Responsible for the sales and gross margin performance of their territory
• Attend and participate in sales meetings, trade shows and training sessions
• Achieve sales budgets
• Developing new business (business development and account management)
• Foster and drive a culture of safety by putting safety first
• Ensure that we all make it safe & make it home