Orange County Academy of Sciences and Arts

Account Executive

• Act as day-to-day commercial support for assigned strategic accounts, ensuring timely and proactive responses to client requests.
• Conduct regular on-site visits to client locations to strengthen relationships and better understand operational and business needs.
• Support the EAM in the preparation, execution, and ongoing maintenance of Account Business Plans.
• Coordinate and prepare information for QBRs, MBRs, and operational follow-up meetings.
• Act as a liaison between the client and internal teams to ensure alignment and service continuity.

Enterprise Account Associate – Junior

Business Development Rep

• Managing daily execution of the business development strategy, plans, and processed to drive sales
• Identify market trends, potential customers
• Ensure that quotations are presented to customers in a timely manner
• Develop and maintain business relationships with customers or potential customers
• Identify and develop new business, generating new sales
• Maintain existing customer base through excellent customer service and technical expertise
• Monitor client pipelines and provide timely reports on activities, expenses, operations, and forecast data to Sr Management
• Identify and nurture strategic relationships with partners or potential customers
• Work with operations, marketing, and other key stakeholders to implement business development initiatives

Business Development Manager

• Identify and develop new business, generating new sales, and expanding the business of existing accounts.
• Build upon and maintain Ocasa Life Sciences’ existing customer base through customer service excellence, frequent client interaction and technical expertise.
• Identify new market trends or, together with the client, create new trends to expand the scope of the services we provide.
• Know in depth the activities of the clients and their structure, and thus guarantee that the services offered are adequate to their needs.
• Monitor client pipelines and track them timely and consistently in the CRM, as well as providing timely reports on activities, expenses, operations, and forecast data to Sr Management.
• Identify and nurture strategic relationships with partners or potential customers.
• Assist in the development of a strong pipeline of new business opportunities through direct or indirect customer contact and prospecting.
• Work with operations, marketing, and other key internal stakeholders to implement business development initiatives.
• Develop and use contacts and relationships within the industry, business environment, and customer base to understand and respond to competition, pricing, and product demand changes.
• Make suggestions for new product offerings or improvements to sales or marketing efforts.

Business Intelligence Developer

• Collect, analyze, and interpret large datasets to identify trends, patterns, and business opportunities.
• Design, develop, and maintain interactive dashboards and reports using BI tools (Power BI, Tableau, or similar).
• Translate business requirements into data models, KPIs, and performance metrics.
• Partner with leadership, finance, sales, operations, and other teams to provide data-driven insights.
• Automate reporting processes and improve data accuracy and efficiency.
• Monitor key business performance indicators and proactively identify risks or opportunities.
• Ensure data integrity, consistency, and governance across reporting systems.
• Support strategic initiatives by providing data analysis and predictive insights.

Business Intelligence Analyst

Analyst

• Support the Treasury Department in managing the company’s financial assets, cash flow, and financial risk.
• Prepare and analyze the global cash position report and ensure adequate liquidity across all entities.
• Assist in developing short-term cash flow forecasts to support effective treasury planning and decision-making.
• Act as a treasury liaison for business units, supporting treasury-related needs such as bank account management, onboarding new banking services/products, and assisting with process optimization initiatives.
• Develop, maintain, and enhance treasury reports and dashboards, including reconciliations related to debt, bonds, and other financial instruments.
• Support risk management activities, including affiliates’ foreign exchange (FX) transactions.
• Participate in the administration and optimization of banking platforms and corporate credit card programs.
• Collaborate closely with the accounting team during the monthly financial close on treasury-related activities.
• Engage in ad-hoc treasury projects and contribute to the development and continuous improvement of treasury policies, controls, and procedures.
• Draft and maintain SOP guidelines to document processes and procedures related to Treasury functions.

Global Treasury Analyst

Operations

• Ensure the success and satisfaction of OCASA Life Science key customers acting as their primary point of contact within the organization.
• Build strong client relationships from an operational perspective to maintain ongoing services.
• Collaborate with various internal departments to ensure they fulfill all customer requests and / or resolve any client's issues.
• Develop and implement strategic account plans aligned with clients' goals and objectives.
• Address and resolve client concerns, inquiries, and escalations in a timely and effective manner.
• Assist with study validation activities.
• Generate project database and maintain accurate project documentation files.
• Monitor and oversee the operational performance of key client accounts, ensuring service delivery meets or exceeds agreed-upon standards.

Operations Key Account Specialist

Project Manager

• Build and maintain project schedules, budgets, resource plans and key governance documentation
• Develop and manage the project risk plan
• Lead change management and stakeholder communication plans throughout the project lifecycle
• Define project scope, KPIs and success criteria aligned to business objectives
• Drive process optimization through End-to-End (E2E) process mapping and improvement initiatives
• Manage external relationships including documentation control and participation in RFX processes
• Ensure adherence to timelines, budgets and project governance
• Develop detailed project plans, including timelines, workstreams, resource allocation, and cost estimations
• Track and report on project progress, milestones, risks, and issues
• Serve as liaison between project team members, cross-functional areas, customers, vendors and other stakeholders
• Use appropriate project management tools for scheduling
• Communicate updates, changes, and dependencies clearly
• Plan and facilitate project meetings
• Monitor task completion to identify risks, delays, or barriers
• Ensure that project deliverables meet quality standards and stakeholder expectations
• Provide guidance and motivation to project teams
• Lead End-to-End (E2E) process mapping and improvement initiatives