Indigo Beam

Role Description This is a remote position. Seeking an IT Consulting Sales Executive (ServiceNow) to become the face of our consulting firm. Join a supportive and collaborative team environment (including a sales support team) with excellent growth opportunities, generous benefits, competitive pay, and commission. Key Responsibilities - Prospect and identify new business opportunities in target industries. - Leverage existing relationships with business owners and C-level executives in the US. - Articulate ServiceNow service offerings, qualify opportunities, and conduct professional sales presentations. - Attend networking events, build brand recognition, and contribute to building the sales pipeline. - Identify and pursue new business opportunities, manage client relationships, and develop/write detailed proposals for potential clients in collaboration with our sales support team. - Support senior sales leaders with pipeline management and account planning. - Stay updated with industry trends, collaborate with internal teams, and negotiate contracts to meet or exceed sales targets. Qualifications - At least 6 years of previous experience in sales, account management, and business development. - Must have experience selling ServiceNow products and services. - Proven experience engaging business owners and key decision makers. - Strong sales acumen, formal sales training, and a track record of achieving sales goals. - Working knowledge of software services and strong organizational skills. - Excellent communication skills, collaboration, and self-motivation. - Fearless attitude with a mission-driven personality. Requirements - Experience in sales, account management, and business development. - Familiarity with ServiceNow products and services. - Ability to engage with business owners and key decision makers. - Strong sales acumen and proven sales achievements. - Knowledge of software services. - Excellent communication and collaboration skills. - Self-motivated with a fearless attitude. Benefits - Competitive compensation package with base salary and generous monthly commissions. - Full benefits including 401k with company match, unlimited PTO, and paid holidays. - Compensation: Up to 120,000/year plus commissions. Company Description Indigo Beam, an established leader in technology solutions since 1986, invites experienced sales professionals to join our dynamic team. Founded in the heart of Houston's Energy Corridor, Indigo Beam is a technology consulting firm that excels in providing enterprise solutions tailored to the unique needs of our clients in a variety of industries. - Our offerings include Application Modernization (mobile and web), Geographical Information Systems, Back Office Implementations/Integrations, and Business Intelligence. - We pride ourselves on a commonsense approach, disciplined focus, and strategic, technology-driven solutions that are intuitive, scalable, and sustainable. - Our expertise spans Oil and Gas, Public Sector, Manufacturing, Logistics, and Services industries.

Role Description We're seeking a Trust Admin Specialist (T3K/T3000) / Engagement Lead to support our Trust‑as‑a‑Service offering for banks, trust companies, and wealth‑management clients. In this role, you will help organizations transform their trust‑administration functions by taking on high‑volume operational tasks, supporting process transitions, and strengthening fiduciary control environments. You will work directly with Trust Officers, fiduciary teams, operations leaders, and internal experts to deliver high‑quality, scalable managed‑services operations. Key Responsibilities - Operational Delivery - Execute day‑to‑day trust‑administration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration. - Support distribution‑processing workflows (request intake, trust‑term validation, documentation review, discretionary routing, and payment coordination). - Support custody‑oversight tasks including titling checks, asset onboarding, break/exceptions management, and corporate‑actions review. - Assist tax‑season workflows such as gathering tax documents, coordinating preparers, tracking deadlines, and communicating beneficiary tax materials. - Manage client/beneficiary interactions, service requests, call notes, complaints, and document routing. - Transition & Knowledge Transfer - Participate in scoping and due‑diligence processes for new outsourcing engagements. - Conduct process walkthroughs with client Trust Officers and capture SOPs required for transition. - Support transition framework including knowledge transfer, training, certifications, shadowing, and ramp‑up activities. - Quality, Controls & Risk Management - Maintain operational governance artifacts including Risk Registers, SOPs, and control documentation. - Support risk‑based reviews, sample testing, and oversight of high‑risk transaction types. - Participate in FMEA exercises, monthly health checks, and quarterly knowledge assessments. - Monitor and report on SLA/KPI performance, issues, and risk events. - Continuous Improvement & Automation - Identify operational inefficiencies and support process redesign, value‑stream mapping, and elimination of non‑value‑added steps. - Partner with automation and technology teams to implement BOT‑enabled automation, workflow improvements, and macro‑based utilities. - Contribute to measurable reductions in manual effort and improvements in accuracy, turnaround time, and risk reduction. - Client Engagement & Reporting - Provide regular reporting on operational performance, SLA dashboards, incidents, and trend analysis. - Contribute to client meetings, deep‑dive sessions, and scope definition discussions. - Support development and refinement of Statements of Work (SOWs). - Serve as a knowledgeable and professional point of contact for client operations leaders. Qualifications - 5+ years of experience in trust operations (T3K/T3000), wealth management operations, fiduciary administration, or related banking operations. - Strong knowledge of trust‑administration workflows (distributions, tax coordination, investment oversight, custody oversight, and client communications). - Familiarity with regulatory and fiduciary requirements governing trusts. - Excellent attention to detail, risk awareness, and documentation quality. - Strong communication skills—capable of interfacing with Trust Officers and client executives. Requirements - Experience in a professional‑services or outsourcing/managed‑services environment. - Exposure to automation technologies (RPA/BOTs, macros, workflow automation). - Experience creating SOPs, risk frameworks, audits, or control documentation. - Ability to manage multiple client relationships simultaneously. - Experience with trust/wealth platforms and workflow tools (e.g., Trust 3000, wealth CRMs, case‑management systems). Success Profile - The ideal candidate is highly organized and detail‑oriented. - Thrives in structured, process‑driven environments. - Demonstrates a strong control mindset and fiduciary awareness. - Communicates clearly and professionally, especially with senior client stakeholders. - Embraces continuous improvement and seeks opportunities to automate or simplify.

This is a remote position. Location: U.S (Remote) Employment Type: Short-term contract (1 month) Overview We are hiring an Ivanti ITSM / Xtraction Reporting Analyst to build a formal, auditable KPI dashboard for IT Service Desk operations. The dashboard will calculate and visualize SLA metrics including First Contact Resolution (FCR), Mean Time to Resolution (MTTR), Backlog Aging, call metrics, and overall SLA compliance—with all calculations tied directly to Ivanti ITSM system-of-record data and fully reproducible. This role requires strong hands-on expertise in Ivanti ITSM and Ivanti Xtraction (data extraction, data model mapping/custom fields, calculated fields/filters, drill-down dashboards, role-based access) and the ability to validate results against raw ticket-level data. General BI-only experience is not sufficient. Requirements Ivanti ITSM Expertise - Strong understanding of the Ivanti ITSM data model (Incidents, Service Requests, status history, priorities, assignment groups, custom fields) - Ability to identify and extract required raw ticket-level fields for SLA reporting - Experience working with ticket lifecycle data, including Created, Resolved, and status change timestamps Ivanti Xtraction Experience - Hands-on experience using the Ivanti Xtraction tool to develop reports. - Ability to map and customize the Xtraction data model, including handling custom fields - Experience building dashboards, reports, trend charts, filters, and drill-down views in Xtraction - Experience implementing role-based access and security controls within Xtraction Data & Query Skills - Strong understanding of SQL or query logic used to retrieve and filter data - Experience building calculated fields and complex filters - Ability to perform business-hour calculations and time-based logic within reporting tools SLA & Analytical Experience - Clear understanding of Service Desk KPIs such as FCR, MTTR, backlog aging, and aggregated compliance rates - Ability to translate written KPI definitions into accurate, reproducible report logic - Experience validating dashboard results against raw data extracts