Estate Planning Consultant jobs in Temple, TX

Location: US Remote, Texas Preferred

Overview:

PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.

Department:

We are currently looking for top-notch individuals for the consultant role on our professional services team. Our consultants are our direct link to our customers. They partner with our customers to implement PDI systems in their businesses. Our professional services team is responsible for helping each customer realize the ROI on our products through streamlined, best-practice business processes. Our product suite offers a vast array of capabilities and the professional services team is there to help the customers put those capabilities into action.

Responsibilities:

• Partner with clients on assigned projects to identify solutions to business problems
• Become a subject matter expert on PDI offerings and implementation steps
• Deploy and execute volume and profitability pricing strategies 
• Manage workload and backlog while ensuring high levels of customer satisfaction with the delivery of professional services

Skills & Requirements:

• 5 years of experience and demonstrated success with project management
• Experience with PDI consulting methodology, product lifecycle, and best practices
• Strong communication skills, both written and verbal
• A pragmatic approach coupled with the ability to thrive under the pressure of constant change and moving objectives as the organization grows
• Maintain a minimum average of 36 billable hours each week
• Must be able to travel around 25%
• Bachelor’s Degree
• PMP certification preferred

Why PDI?

We offer:

• Comprehensive benefits package including health, dental, and vision coverage effective immediately
• Fully flexible remote work environment to include monthly allowance
• Matching Group Retirement Savings Plan
• PTO effective immediately  
• Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
• Strong culture that values authenticity, trust, curiosity, and diversity of thought

Our Commitment to Diversity, Inclusion & Belonging 

At PDI, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.