Careers

Location: Plano, TX or Draper, UT

Duties Include:

• Resolving customer technical issues by obtaining information, identifying the problem and providing assistance.
• Manage ticket queues and prioritize escalations based on established SLA's and resource availability. 
• Develop a thorough record, document, and track within the Support desk application problem-solving process, including seeing each issue through to final resolution. 
• Evaluate documented resolutions and analyze trends to prevent future issues. 
• Taking ownership tickets and seeing problems through to resolution. 
• Reporting on status updates and resolution status. 
• Handle multiple issues, organize calls with clients, document tasks and steps within tickets and see problems through to resolution. 
• Maintaining an energetic level of communication with internal team members and external customers. 
• Demonstrate an excellent understanding of our customer base and ensure the tone of the company is in every interaction. 
• Ability to contribute in a fast-paced, team-oriented environment. 
• Aptitude to multi-task and adjust quickly to change in a busy service center. 
• Prioritize and Escalate problems or requests (when required) to the appropriate staff. 
• Test deployed fixes to ensure problem has been adequately resolved.
• Develop a thorough understanding of our product and be able to communicate with customers through varying degrees of inquiries.
• Knowledge of popular personal computer software including Word, Excel, PowerPoint, and Outlook.

Position Qualifications: 

• Excellent oral and written communication skills.  
• Skilled with HTML and able to recognize and implement quick fixes. 
• Familiarity with presenting online over GoToMeeting or WebEx, and zoom conference software.
• Knowledge of Credit Union/Banking industry a plus.
• Excellent Customer service, problem-solving and follow-up skills.
• Experience using CRM software.
• Computer literacy and ease with toggling between computer programs and Internet browsers.
• Perform unit and system level testing on applications with strong attention to detail.
• Good work ethics (Dependable and responsible, Positive Attitude, Adaptability, Honesty, Integrity, Self-Motivated, Strong Self Confidence, Professionalism).
• You demonstrate great judgment and are eager to learn.

  Other Desirable Qualifications: 

• MCIF software experience a plus.  
• Previous Saas Support experience a plus. 
• Experience utilizing a ticketing system (Zendesk, Jira, etc.).
• Experience with SQL a plus.
• 5 years Customer Service experience.
• Strong desire to learn.
• Server and desktop knowledge.
• Ability to perform day-to-day IT functions such as adding users, establish access privileges, configure email accounts etc.  
• Must employ a good-natured team player attitude with a patient and helpful demeanor.
• Self-motivated with the ability to adapt and respond positively to ever-changing priorities.
  

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Location: Plano, TX

The Inside Sales Representative is a quota carrying individual responsible for driving sales across the full sales lifecycle.  

Duties Include:

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails to customers in assigned territory and outside of the territory in support of upsell / cross-sell opportunities.
• Understand customer needs and requirements and offering solutions and support.
• Close sales and achieve sales targets.
• Answering potential customers' questions and discover their needs.  
• Keeping up with product and service information and updates.
• Ensure healthy weekly activity: calls, leads, demos, and opportunity progression.
• Maintain and expand your database of prospects within your assigned territory.
• Improve and maintain CRM account information for accurate accounts, opportunities, and contacts.

Position Requirements:

• 2+ years of experience with B2B software sales with track record of overachieving quota.
• Previous experience in outbound call center, inside sales experience, or related sales experience preferred.
• Impeccable organization, attention to detail, and ability to manage your own time.
• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers.
• Excellent negotiation, presentation, and closing skills.
• Motivated, driven and results-oriented.
• Work in a fast pace, professional environment.
• Ability to work independently or as part of a team.

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Location: Plano, TX

The Account Executive will plan, direct, or coordinate direct marketing programs for banks and credit unions. This position is the liaison between the client and Marquis. The account executive is responsible for details, due dates, and deadlines for his/her assigned accounts.

Duties Include:

• Inspect layouts and advertising material for adherence to specifications.
• Set up projects in Workamajig (project management software) and ensure all elements of the project (specifications, due dates, deadlines, pricing) are accurate and updated as the project changes.
• Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales and advertising agencies.
• Gather and organize information to plan advertising campaigns.
• Work in conjunction with Marketing Consultants to launch projects as required by pre-defined marketing calendars or ad hoc projects.
• Maintain active communication with clients to report updates or solve client’s inquires throughout project life cycle.

Position Requirements:

• Bachelor’s degree in communications, advertising, or marketing.
• Two or more years in a related client support role.
• Knowledge of the structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
• Knowledge of media production (on and off-line), communication, and dissemination techniques and methods.
• Knowledge of business and management principles involved in strategic planning, resource allocation, and coordination of people and resources.
• Knowledge of principles and processes for providing customer service including, assessing customer needs, meeting quality standards for services, and evaluating customer satisfaction levels.
• Proven ability to concurrently manage multiple projects with varying due dates and requirements.
• Superior verbal and written communication skills, along with the ability to work with, and communicate with, all levels across a company both internally and with clients.
• Excellent professional image and presence including conduct, attitude and attire.
• Demonstrated creativity, initiative, time management and self-management skills
• This position operates in a professional office environment. This role requires the use of standard office equipment including computers, MS office, Abode Creative Suite, proofing software, project management software, and photocopiers.

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Location: Plano, TX

The Regional Sales Manager is a quota carrying individual responsible for driving sales across the full sales lifecycle.  

Duties Include:

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails to customers in assigned territory.
• Understand customer needs and requirements and offering solutions and support.
• Close sales and achieve sales targets.
• Answering potential customers' questions and discover their needs.        
• Keeping up with product and service information and updates.
• Ensure healthy weekly activity: calls, leads, demos, and opportunity progression.
• Maintain and expand your database of prospects within your assigned territory.
• Improve and maintain CRM account information for accurate accounts, opportunities, and contacts.

Position Requirements:

• 10+ years of experience with B2B software and service sales with track record of overachieving quota.
• Previous experience in outbound call center, inside sales experience, or related outside sales experience preferred.
• Impeccable organization, attention to detail, and ability to manage your own time.
• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers.
• Excellent negotiation, presentation, and closing skills.
• Motivated, driven and results-oriented.
• Work in a fast pace, professional environment.
• Ability to work independently or as part of a team.

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Location: Plano, TX

We are seeking a talented Senior Software Engineer with a minimum of 5 years of experience in software development. The ideal candidate will possess expertise in C#, Vue.js, SQL, and AWS, with a strong preference for proficiency in migrating applications to the cloud and experience with Terraform. This role demands a strong problem solver who thrives on collaboration with end users to deliver robust and scalable solutions.

Duties Include:

• Develop, test, and maintain software applications using C#, Vue.js, SQL, and other relevant technologies.
• Design and implement scalable AWS cloud infrastructure utilizing Terraform.
• Collaborate closely with product managers, cross-functional departments and end users to gather requirements and ensure technical feasibility of solutions.
• Troubleshoot and resolve issues in existing software applications and systems.
• Ensure software quality through code reviews, unit testing, and continuous integration.
  
  

Position Requirements:

• Bachelor’s degree in Computer Science, Engineering, or related field.
• Minimum 5 years of experience in software development, with proficiency in C#, Vue.js, SQL, and AWS.
• Solid understanding of software development best practices, design patterns, and data structures.
• Strong analytical and problem-solving skills.
• Ability to work effectively both independently and as part of a team.
• Excellent verbal and written communication skills.
• Preferred experience with cloud migration projects, data modeling, and proficiency in Terraform.

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Part Time - hourly

Location: Plano, TX

A training specialist plays a key role in assisting the Learning & Development team in the maintenance, re-branding and development of both internal and external learning resources and curriculum, in the areas of digital communication, data analytics, CRM, and compliance software. 

Duties Include:

• Assist with development and maintenance of training resources for all software products.  This includes training handouts, user guides, quick reference guides, slide decks, e-learning, and other miscellaneous items.  
• Work effectively with Product, Development, Client Support, and Sales teams to provide innovative and sound instructional solutions to ensure effective use of products.
• Assist Learning & Development team in assigning and responding to customer support tickets. 

Position Requirements:

• Proficient in Office 365.
• Understanding of bank and credit union operations is a plus.
• Ability to work independently, set priorities and meet deadlines.
• Must be able to multi-task and manage several projects simultaneously.
• Strong verbal and written communication skills – know how to use plain language for a broad audience.
• Strong editing skills
• Bachelor's degree from an accredited college or university in Education, Instructional Design, Marketing, Finance or other job-related field of study or minimum 2-4 years relevant experience.

Other Desirable Qualifications:

• Proficiency in authoring software such as Articulate Storyline or Storylane is a plus.
• Proficiency in Snagit is a plus
• Proficiency using project management software (such as Monday.com) is a plus
• Proficiency in AWS is a plus

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Location: Remote, US

MARQUIS Marketing Consultants are strategic partners to our clients and serve as subject matter experts and trusted advisors in the areas of financial services marketing. They form a partnership with our clients and draw on their full range of experience and success. They develop specific and proven recommendations that help our clients achieve and exceed their business objectives and meet regulatory standards.

Duties Include:

• Create, maintain and “own” strong client relationships. This includes demonstrating reliability and responsiveness to client needs.
• Establish an understanding of customer strategic business objectives and provide guidance and recommendations to meet and exceed their business objectives. 
• Forecast the client’s needs and translate that into plans including timing and coordination of work across the team, along with insights into the revenue opportunity. 
• Define project scope, including responsibilities of both parties and deliverables and create a plan across the team for meeting those objectives.
• Utilize a full understanding of MARQUIS consulting, software, and creative services to review in-depth analyses of client’s needs and uncover opportunities to grow the client’s business. Provide customized reports and data based on the client’s needs.
• Grasp and create new ideas, techniques and insights quickly and translate those into actionable plans for the client.
• Manage client expectations and the project timeline to ensure satisfactory on-time delivery of projects.
• Prepare and deliver formal presentations of findings and results to clients; including senior management.
• Create and price actionable marketing plans. Review and approve client billing for accuracy.

Position Requirements:

• MCIF software experience a plus.
• Marketing experience required, significant experience a plus.
• Proven record of strong strategic thinking and planning skills, along with excellent follow-up skills and the ability to develop comprehensive offerings to meet the client’s needs.
• Solid understanding of financial products and financial statements, including balance sheets 
• Strong analytical (including data analytics) and problem-solving skills.
• Ability to lead cross functional teams with demonstrated leadership and organizational skills.
• Proven ability to concurrently manage multiple projects with varying due dates and requirements.
• Superior verbal and written communication skills, including excellent presentation skills.
• Excellent professional image and presence including conduct, attitude and attire.
• Demonstrated creativity, initiative, time management and self-management skills.
• Able to work independently with minimum supervision or with team members, some positions may be remote.
• Expert level MS Office skills.
• Ability to work in client’s environment with 25% travel required (with more travel initially). 
• 4-year college degree with 7-10 years work-related experience required, MBA preferred.

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