Softcard (acquired by Google)

Customer Support

• Responds to basic customer inquiries regarding products, provides quotes, and handles order entry.
• Places customer orders via telephone, fax, email, electronic methods, or walk in (counter sales).
• Influences Motion Industries' gross profit through negotiating the sale price and purchase price, within certain parameters.
• May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries.
• Builds customer relationships to drive repeat business by relating to the customer and drive process improvements.
• Orders items to ensure appropriate inventory levels are maintained for customers.
• May place orders without approval for orders up to $5,000 per line and $10,000 per purchase order.
• Responsible for sourcing products in branch inventory, distribution center inventory or supplier inventory.
• Determines the most cost effective shipping method for customer orders.
• Partners with Account Representatives to ensure customer satisfaction.
• Expedites backorders.
• May pull inventory and prepare order for shipment to customer.
• May handle customer returns.
• Performs other duties as assigned.

Customer Service Representative

Sales

• Provides administrative support to sales center
• Filing
• Data entry
• Routine reports to identify open orders for expediting
• Performs other duties as assigned

Sales Center Administrator

Outside Sales

• Drive growth of company-owned NAPA Auto Parts stores, customer base, sales and profits.
• Promote the entire line of NAPA products and programs to Wholesale Customers.
• Work with local Store Manager to develop plans to increase sales and proactively initiate, contact, manage and develop leads on a local basis.
• Identify specific needs of customers and align solutions with NAPA's offerings.
• Work with manufacturer's representatives to improve program offerings and grow customer knowledge of lines.
• Engage customers and keep them connected through all of NAPA's eSales programs.
• Perform educational seminars, clinics and presentations on NAPA product lines and services.
• Maintain customer satisfaction and provide strong customer service including solving customer problems, complaints and questions in person or by telephone.

Outside Sales Professional

Manager

• Lead a successful team, support the store manager, and manage in our fast-paced retail stores
• Manage store operations to maximize sales, profits and customer service
• Build, coach, train and engage crew team to deliver superior levels of customer care and business results
• Inventory protection, asset management, operational and safety issues
• Overall cleanliness and readiness of delivery vehicles, sales floor, stock room and outside areas
• Drive NAPA operational and marketing programs while steering toward continuous improvement in processes and procedures
• Grow customer relationships, help with sales/service questions, and ensure a positive experience both in the store and on the phone

Assistant Store Manager

• Drive growth of company-owned NAPA Auto Parts stores, customer base, sales and profits
• Promote the entire line of NAPA products and programs to Wholesale Customers
• Identify specific needs of customers and align solutions with NAPA's offerings
• Engage customers and keep them connected through all of NAPA's eSales programs
• Maintain customer satisfaction and provide strong customer service including solving customer problems, complaints and questions in person or by telephone

• drive sales and lead a team of outside account representatives
• create business and territory plans
• analyze sales pipelines
• ensure high-level of customer service
• generate sales individually and through leadership of others
• hire, coach, and train direct reports
• develop and implement an annual business plan supporting attainment of quota
• create a holistic territory plan

Branch Sales Manager

Director

• Serving as an example to others of a high-performance culture, both internally and externally, to ensure a strong pace of execution for our consultants
• Aligning our consultants’ research priorities with Invesco’s leading capabilities to elevate our brand awareness and deepen our relationships with consultants
• Partnering with our Managing Directors, Consultant Relations to maintain and build relationships with some of our largest investments consultants, while leading the full effort on a few additional firms
• Collaborating with the MD’s to set the research agenda for prioritized strategies as well as lead research engagement for investment strategies to be newly rated, upgraded or maintained by delivering an industry-leading due diligence experience for Consultant research teams
• Partnering with our Taft Hartley team to maintain and build relationships where needed across the country
• Cultivating strong, trust-based relationships with consultant research teams at all levels (leadership, analysts, operational due diligence, etc.)
• Collaborating seamlessly with investment teams to ensure ongoing alignment of current ratings, opportunity pipeline, RFP’s, assets-at-risk, search activity and industry trends
• Maintaining key intelligence on each consulting firms’ research priorities by engaging with research staff directly, reviewing Capital Market Assumptions, manager search reports and other relevant intel to help set our research agenda
• Credibly representing the voice of Consultants at Invesco, from a consultant research perspective
• Coordinating with Sales team to achieve our organic AUM and revenue growth targets with institutional investors

Director – Consultant Relations

Financial Planning and Analysis

• Review and resolve compliance exceptions promptly, providing subject matter expertise to investment and trading teams
• Analyze compliance alerts using knowledge of investment guidelines, regulations, systems, and data to support accurate decision-making
• Escalate critical issues to senior team members to prevent regulatory, client, or internal violations
• Serve as a key contact for fixed income teams, addressing time-sensitive compliance questions and requests
• Coordinate resolution and documentation of compliance violations across internal stakeholders
• Participate in testing new investment ideas and product launches to ensure regulatory compliance
• Identify and implement process improvements to enhance compliance operations and efficiency
• Represent compliance in cross-functional projects, staying informed of regulatory changes and contributing to strategic initiatives

Investments Compliance Officer

Client Services Representative

• Oversee daily SMA Client Service operations - including onboarding, transaction processing, settlements, and reconciliation - ensuring accuracy, timeliness, compliance, and adherence to SLAs.
• Lead, coach, and develop team members through hands-on support, mentorship, and performance feedback to strengthen skills and drive overall team success.
• Establish and maintain rigorous quality standards while effectively allocating resources to maximize productivity and deliver consistently high-quality results.
• Partner with the COO team to manage Client Service deliverables tied to new platform onboarding initiatives, coordinating closely with cross‑functional and external stakeholders.
• Serve as the primary escalation point for operational and transaction-related inquiries, ensuring prompt and effective resolution.
• In partnership with the Head of SMA Service, develop, document, implement, and own an SMA quality assurance program to ensure service accuracy, consistency, and operational excellence.
• Co-develop and implement a quality assurance framework, including SLAs, for shared service providers, ensuring reliable and high‑quality service delivery.
• Identify and execute continuous improvement initiatives focused on efficiency gains, risk reduction, and client‑experience enhancements while maintaining a strong client‑centric mindset.

Client Service Operations Manager

Compliance

• Review compliance exceptions promptly within established timelines, providing subject matter expertise and communicating critical information to investment and trading personnel.
• Analyze compliance alerts using knowledge of investment guidelines, regulations, compliance systems, and internal policies to deliver accurate and timely decisions.
• Ensure decisions maintain high accuracy to prevent violations of client prospectus, regulatory, and internal guidelines, as well as operational errors.
• Coordinate communication, resolution, and documentation of compliance violations with internal parties following established procedures.
• Assist fixed income investment and trading personnel with critical, time-sensitive questions and requests related to investment restrictions at portfolio and firmwide levels.
• Conduct test trades for new investment ideas and instruments to ensure compliance with applicable restrictions.
• Identify potential gaps in monitoring processes and propose practical process improvement solutions.
• Present complex information clearly and professionally through written materials or presentations to diverse audiences.

Senior Compliance Officer

• Manages a company owned Integrated Business Solutions (IBS) location or locations.
• Meet customer expectations of providing timely service and value.
• Sets high performance standards, and uses company training resources to ensure the efforts and accomplishments of employees are recognized.
• Assumes responsibility for inventory protection, asset management and operational issues, ensures overall cleanliness of the store, stock room and outside areas.
• Fully supports and implements all NAPA IBS programs.
• Fosters a positive relationship between the customer and staff through meetings and open discussions.
• Responsible for covering vacations and call outs throughout the LA District including Riverside County
• Help with special projects including inventory and procedure rollouts.
• Meets with the customer on a daily, weekly, monthly and year to date basis to identify needs, problems/concerns and to address them both quickly and effectively
• Develop good customer relations and maintain a high level of service to the customer
• Respond timely to customer sales and service questions
• Understand, interpret and comply with all contract requirements and ensures the operation is meeting customer expectations
• Greets customer/technician, demonstrates product knowledge, and quickly understands customer/technicians needs.
• Maintains customer satisfaction by serving customer, securing right part, and resolving issues.
• Understands customer/technicians specific needs and requirements.
• Maintains inventory and ensures parts stocked in correct location.
• Maintains POS computer abilities by learning and applying how to use catalog and system, practicing asset security/loss prevention controls, and understanding customers pricing matrix.
• Sources all parts needs for customers by utilizing various approved IBS vendors.
• Uses non-company approved line codes appropriately.
• Understands and maintains the buy-out PO process.
• Maintains all special order information in the Hub system.
• Understands, and has the ability to input information in, the customers fleet management software
• Communicates to customer the status of all pending orders.
• Understands our service level agreements with our IBS customer.
• Participates in training as needed and required.
• Performs all other associated tasks as assigned by management.
• Follows all IBS policies and procedures.
• Completes all available IBS operations training provided by company.
• Ensure proper processes and procedures are utilized to minimize inventory shrinkage
• Ensure merchandise is received in a timely and accurate manner as well as put away in the stockroom in an appropriate manner
• Create a safe work environment, ensuring required hazmat training is completed timely
• Understand and comply with NAPA and customer company policies
• Responsible for inventory to be bar coded and placed in appropriate bin locations
• Responsible for returning non-NAPA excess inventory
• Work closely with the NAPA District office (District Manager and/or Area Manager) to ensure procurement card controls are in place and enforced
• Build relationships and assist with the negotiation of non-NAPA vendors on pricing, inventory and service and return privileges

Floating Manager

Business Development Rep

• Accountable for delivering sales and margin growth for your customer base.
• Building and maintaining strong customer relationships within your targeted territory.
• Confident in building sales strategies and tactics within your required territory.
• Proven ability to communicate effectively with Branch, Regional and Senior Management.
• Build and maintain strong relationships with suppliers, field-based trainers, and product managers.
• Effectively analyse business intelligence software.
• Able to influence the branch management and sales team.

Business Development Manager

Full-stack Engineer

• Develop information systems by designing, developing, and installing software solutions
• Conduct systems analysis and recommend changes in policies and procedures
• Provide production support of applications by troubleshooting issues and developing fixes
• Optimize performance, scalability, and security using back-end and front-end programming languages
• Maintains up-to-date records of issues with existing code and monitors quality and performance of applications

Software Engineer III

• Review and resolve compliance exceptions promptly, providing subject matter expertise to investment and trading teams.
• Analyze compliance alerts using knowledge of investment guidelines, regulations, systems, and data to support accurate decision-making.
• Escalate critical issues to senior team members to prevent regulatory, client, or internal violations.
• Serve as a key contact for fixed income teams, addressing time-sensitive compliance questions and requests.
• Coordinate resolution and documentation of compliance violations across internal stakeholders.
• Participate in testing new investment ideas and product launches to ensure regulatory compliance.
• Identify and implement process improvements to enhance compliance operations and efficiency.
• Represent compliance in cross-functional projects, staying informed of regulatory changes and contributing to strategic initiatives.

Compliance Officer

• Lead and oversee investigations into internal and external theft, fraud, and other criminal activities
• Collaborate with store teams, law enforcement, and legal departments to ensure proper resolution of theft cases
• Utilize investigative tools and techniques, such as CCTV, exception reporting systems, and interviews, to identify and resolve theft-related incidents
• Maintain detailed documentation of all investigations, ensuring compliance with company policies and legal requirements
• Provide training and guidance to store teams on theft prevention strategies and awareness
• Conduct regular safety audits and risk assessments across locations in the region to identify potential hazards and ensure compliance with safety and operational standards
• Partner with store leadership and operations teams to implement corrective actions to mitigate risks and improve safety
• Ensure compliance with OSHA regulations and company safety policies, promoting a culture of safety awareness
• Investigate workplace accidents and incidents to determine root causes and recommend preventative measures
• Identify vulnerabilities in operational processes and recommend improvements to reduce risk and shrink
• Monitor compliance with cash handling, inventory control, and other operational standards
• Provide actionable insights and reports to senior leadership on audit findings and trends
• Build strong relationships with law enforcement, external vendors, and other stakeholders to enhance asset protection efforts
• Analyze shrink data, theft trends, and safety metrics to identify patterns and develop targeted action plans
• Prepare and present reports on asset protection performance, investigations, and safety compliance to senior leadership

Customer Service Representative

Sales Center Administrator

Outside Sales Professional

Assistant Store Manager

Outside Sales Professional

Branch Sales Manager

Director – Consultant Relations

Investments Compliance Officer

Client Service Operations Manager

Senior Compliance Officer

Floating Manager

Business Development Manager

Software Engineer III

Compliance Officer

Regional Manager, Asset Protection