Benefits: - Dental insurance - Employee discounts - Health insurance - Paid time off - Training & development - Vision insurance - Wellness resources Position Summary The Business Support Coordinator plays a critical role in supporting the Regional Business Manager by serving as a central communication and documentation hub between ProSource members, vendors, and internal teams. This position is often the first point of contact for members, making it essential that every interaction reflects professionalism, warmth, and a commitment to delivering an exceptional ProSource member experience. Beyond administrative support, this role is essential in bridging the gap between field activity and organizational visibility by maintaining accurate documentation, tracking engagement, and ensuring consistent follow-through across all member touchpoints. The ideal candidate is highly organized, meticulous, and relationship-driven, with the ability to translate conversations and activity into clear, actionable insights that support both member success and internal alignment. Key Responsibilities · Serve as a responsive, professional point of contact for member inquiries, ensuring timely and clear communication. · Support follow-up processes tied to member engagement, ensuring no gaps in communication or accountability. · Maintain accurate documentation of all member interactions within Salesforce. · Monitor and support Salesforce data quality, ensuring member and vendor records are complete and actionable. · Maintain and update dashboards related to leads, events, observations, and quarterly engagement activity. · Support reporting and follow-up processes: · Pull and follow up weekly on lead generation reports. · Pull and follow up weekly on missing sales data. Member Engagement · Conduct proactive outreach to members to encourage participation in training programs and V11 working groups. · Track member interest, participation, and feedback to support engagement strategy. · Collaborate with Events, Marketing, and Education teams to ensure smooth and valuable member experience. Qualifications · Strong organizational and administrative skills with exceptional attention to detail. · Outstanding communication and interpersonal skills with a relationship-first mindset. · Proficiency in Salesforce or similar CRM systems. · Ability to manage multiple tasks, timelines, and shifting priorities. · Initiative-taking problem solver committed to supporting member success. · Positive, service-oriented mindset with a willingness to learn and adapt. · Custom Integration knowledge a plus This is a remote position.

• Support and optimize accounting workflows for high‑transaction‑volume premium payments, including credit card, ACH, and digital payment methods • Analyze end‑to‑end payment flows from customer payment through authorization, settlement, fees, refunds, and chargebacks, ensuring accurate and timely posting into D365 • Partner with Accounting to design and maintain scalable cash application and exception‑handling processes to support peak transaction periods • Support reconciliation of payment processor settlements to bank activity and D365 subledgers, identifying and resolving timing differences, fees, and failed transactions • Ensure proper use of company codes, legal entities, and financial dimensions within D365 to support entity‑level financial reporting, intercompany activity, and carrier and product‑level reporting • Partner with Accounting leadership to ensure premium revenue, commissions, and liabilities are recorded accurately by entity and in accordance with internal accounting policies • Serve as the accounting business lead for D365 initiatives supporting high‑volume transactions and multi‑entity accounting • Translate accounting requirements into D365 functional designs, including chart of accounts and financial dimensions, posting profiles and subledger structures, and automated allocations, accruals, and reclass entries • Partner with IT and vendors to support integrations between payment processors, policy administration systems, and D365, ensuring data accuracy and control integrity • Ensure high‑volume payment and settlement processes maintain strong internal controls over financial reporting • Identify and mitigate risks related to transaction volume scalability, data integrity across systems, and segregation of duties in payment processing • Support audit and regulatory requirements common to insurance MGAs, including documentation and control evidence • Support improvements to month‑end close processes impacted by premium volume, payment timing, and multi‑entity reconciliations • Partner with Accounting and Finance to enhance reporting related to premium collections, carrier payables and commissions, and entity‑level and consolidated results • Identify opportunities to reduce manual effort and improve close timeliness through automation and process redesign • Act as a trusted advisor to Accounting leadership on system scalability, payment risks, and entity structure impacts • Facilitate cross‑functional working sessions with Accounting, IT, Operations, and external vendors • Mentor junior analysts and promote consistent business analysis standards.

Description At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW. * Summary * The Services Process Transformation (SPT) team is responsible for designing, testing and implementing changes to processes, technology and organization in order to transform CDW services and drive toward its growth objectives. The Senior Business Analyst, Services Process Transformation role works closely with business leaders, stakeholders and subject matter experts to understand current state processes, validate and quantify the value of the opportunity being assessed, develop a business case around future state recommendations and assist with the implementation of those recommendations. This role performs business and functional requirements gathering, takes part in business solution design and systems analysis. This role also documents, measures and optimizes key business processes from end-to-end. What you will do • Collaborate with stakeholders to clarify, prioritize and validate project requirements and business objectives/goals. • Derive a detailed understanding of the stated business problem and objectives and work with the stakeholder and technical team toward resolution to achieve the objectives. • Decompose business problems and work with the project team to determine the root cause, provide solution alternatives, and assist in change management activities. • Engage key stakeholders and subject matter experts to capture pain points/issues. • Collect data and perform data analysis to support validation of potential opportunity value. • Create process workflows, identification of bottlenecks and opportunities to improve the process from end-to-end. • Implement new or revised processes & prove out the value or effectiveness of proposed solutions. • Perform quantitative & qualitative analysis to help justify the investment necessary to deliver potential solutions. • Gather and prepare supporting analysis and design documentation from a business perspective. • Take part in system test plans and validate that business goals are accomplished. • Drive alignment of project objectives and solutions to organizational business strategies and objectives. • Serve as an internal consultant for cross-functional collaboration & knowledge sharing. • Maintain macro-view of key processes, application platforms and business outcomes. • Build credibility and trust across stakeholder groups. • Develop strong internal relationships with key stakeholders and subject-matter experts across the organization. What we expect of you • Bachelor's degree and 1 years total Information Technology experience OR, 5 years of experience within finance, data analytics, management consulting, business strategy, or process improvement. • Work experience in process definition including facilitation, process documentation, and process improvement. • Excellent organizational and time management skills. • Excellent written and verbal and communication skills with the ability to effectively interact with all stakeholders. • Strong understanding of financial processes & concepts of a services business. • Critical thinker & creative problem solver. • Strong analytical skills. • Data-driven mindset and approach. • History of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines. • Critical attention to detail & ability to stay focused on repetitive tasks. • Proficient in Microsoft Office tools, especially Excel. • Master's Degree, a plus. • Lean Six Sigma Green Belt, a plus. • Data, data analytics or data tools (e.g. Power BI, etc.) experience, a plus. • SQL / Python / R language experience or certification, a plus. Pay range: $102,100 - 142,940 depending on experience and skill set. Annual bonus target 5% subject to terms and conditions of plan. Benefits overview: https://cdw.benefit-info.com/ Salary ranges may be subject to geographic differentials. * CDW is committed to being an AI-fluent organization * We're looking for people who bring curiosity, a learner's mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances- not replaces- human creativity and decision-making. You don't need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. * We make technology work so people can do great things. * CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law. CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW's goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review [CDW's AI Applicant Notice](https://www.cdwjobs.com/pages/ai-applicant-notice).

About Stem - Driven by human and artificial intelligence – Stem is unlocking energy intelligence. Stem is a global leader reimagining technology to support the energy transition. Turning complexity into clarity, and potential into performance. We help asset owners, operators and stakeholders benefit from the full value of their energy portfolio by enabling the intelligent development, deployment, and operation of clean energy assets. Our integrated software suite, PowerTrack, is the industry standard and best-in-class for asset monitoring, supported by professional and managed services, under one roof. Meant to tackle challenges as seamlessly as possible, Stem shows the information needed clearly and accurately and helps harness raw data to inform actionable insight. With global projects managed in 55 countries – from Germany to Japan and across North America – customers have relied on Stem for nearly 20 years to maximize the value of their clean energy projects. Stem’s culture embodies diversity & inclusion beyond the traditional facets of gender, ethnicity, age, disabilities, and sexual orientation to include experience, personality, communication, workstyles, and more. At our core, Stem is at the momentous intersection of clean energy and software technology where diverse ideas, experiences, and professional skills converge to make the inclusive culture we have today. Together, we are turning old school thoughts about software and energy into progressive, collaborative, and innovative solutions. By joining our team, you will be collaborating with data scientists, energy experts, skilled salespeople, thought-leading executives and more from a range of backgrounds. This intersection of ideas, beliefs, and skills is what makes us unique enough to lead the world’s largest network of digitally connected energy storage systems. Job Duties: Design, develop, and deliver a service line focused on providing revenue modeling, market insights, and strategic advisory to customers in the power and energy storage sector. Responsible for originating and executing client engagements that assess project feasibility, wholesale market participation opportunities, and economic value across key ISO markets (e.g., CAISO, ERCOT, PJM, NYISO, ISO-NE). Drive business development and customer relationships to grow Stem’s advisory footprint. Work closely with internal teams across Sales, Product, Policy, Engineering, and Marketing to align client needs. Job Requirements: - Position requires domestic travel. May telecommute from anywhere in the U.S. - Employer will accept a Master’s degree in Business, Energy Science, Engineering, Economics, Math or related field and four years of experience in the job offered or in a Power Market-related occupation. Must reference job #36 when submitting your application. Salary Range $120,560.00 - $180,840.00 What We Offer: At Stem, you will work in a growing, innovative, mission-driven company with talented colleagues that have a passion for building renewable energy systems. Stem offers competitive compensation as well as a comprehensive set of benefits to support the health and wellness of our employee including: - A competitive compensation package, including eligibility for a bonus or commission based on the role. - Full health benefits on the first day of employment (several medical plan options-HDHP and PPO, dental plans, FSA/HSA-with employer contribution, employer paid vision/LTD/STD/Life, variety of voluntary coverage) - 401k (pre- or post-tax) on first day of employment - 12 paid calendar holidays per year - Flexible time-off Learn More To learn more about Stem, visit our stem.com where you’ll find information about our solutions, technology, partners, case studies, resources, latest news and more. Here are some relevant links: - Company Overview - Newsroom - Insights - LinkedIn Stem, Inc. is an equal opportunity employer committed to diversity in the workplace and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, religion, national origin, ethnicity, citizenship, sexual orientation, gender identity, age, marital status, disability, genetic information, military status, protected veteran status or any other factor protected by applicable federal, state or local laws.