About the Company

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for someone ready to roll up their sleeves and make an impact from day one. If you’re naturally curious, enjoy connecting with people, and are motivated to learn about the credit union industry, this role offers the opportunity to build valuable skills in outreach, relationship-building and business development while working alongside a supportive team.

Five Reasons Why You Want To Work With Us

• You’ll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
• You’ll help support products and services that empower credit unions and positively impact millions of people.
• You’ll have a voice and stake in the company through employee ownership.
• You’ll be part of a fun, supportive and healthy work culture.
• You’ll have opportunities to learn, grow and take your career to the next level.

Summary/Objective

We’re looking for an entry-level professional who is curious, eager to learn, and excited about supporting the credit union movement. This role offers a unique bird’s-eye view of our business and the opportunity to build foundational skills in product knowledge, business writing, problem-solving and the sales process. You’ll work alongside experienced team members, gain exposure to sales and account management and develop an understanding of how we partner with credit unions to strengthen their impact and serve their communities.

Essential Functions

• Execute outreach strategies to schedule in-person and phone interactions with C-suite executives related to new business generation.
• Schedule sales interactions for your assigned Account executive(s) to achieve weekly, monthly, and quarterly goals.
• Own calendaring, logistics and administrative responsibilities for prospective client pool – tracking against defined goals.
• Communicate with prospective clients using creative outreach methods via email and phone – heavily focusing on aligning value to need.
• Leverage industry research, insights, cross-department knowledge and content to identify potential clients.
• Qualify inbound leads and follow up on opportunities for business development.
• Maintain integrity of customer database (i.e. Salesforce) to track key performance metrics, prospect verification efforts, and insights into stages of new business pipeline.
• Track efficiency of strategies and make recommendations for adjustment.
• Prepare materials for prospective client interactions – such as agendas, decks, proposals, etc.

Preferred Education and Experience

• Bachelor’s Degree in business, economics or marketing preferred.
• 1-3 years of experience preferred.
• Desire to start a career in software sales and advance within the company
• Solid understanding of business concepts and ability to quickly learn software, along with the ability to ‘connect the dots’ to align resources to need
• Confidence in presenting information over the phone to business decision-makers
• Excellent communication skills, both written and verbal
• Self-motivated, results-oriented, team player

Please click here to apply.

About the Company

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for someone ready to make an impact from day one. As Program Manager, you’ll serve as a connective force across teams, helping turn big ideas into meaningful progress. You’ll partner closely with product, operations and leadership to keep priorities moving, remove friction and bring clarity to key initiatives. Along the way, you’ll help shape how we work together — fostering alignment, accountability and a collaborative, solutions-oriented culture that enables our teams to do their best work.

Five Reasons Why You Want To Work With Us

• You’ll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
• You’ll help support products and services that empower credit unions and positively impact millions of people.
• You’ll have a voice and a stake in the company through employee ownership.
• You’ll be part of a fun, supportive and healthy work culture.
• You’ll have opportunities to learn, grow and take your career to the next level.

Summary/Objective

The Program Manager is responsible for driving the execution of complex, cross-functional initiatives across the product organization. This role ensures alignment, visibility, and sustained progress across multiple interconnected workstreams by translating strategic direction into clear, actionable plans.

Working closely with senior leadership, the Program Manager establishes structure, manages timelines and dependencies, identifies and mitigates risks, and ensures teams remain coordinated and accountable. This role is focused on execution and orchestration, bringing clarity and momentum to high-impact initiatives rather than setting strategy.

Essential Functions

Program Planning & Coordination

• Develop and maintain integrated program timelines across multiple workstreams.
• Identify cross-functional dependencies and ensure logical sequencing of deliverables.
• Track milestones, deliverables, and key decisions.

Cross-Functional Alignment

• Facilitate regular program sync meetings.
• Ensure clear communication across Product, GTM, Finance, and other stakeholders.
• Surface blockers and drive resolution across teams.

Risk & Issue Management

• Proactively identify risks to timeline, scope, or outcomes.
• Escalate issues early and recommend mitigation options.
• Maintain clear documentation of risks, decisions, and actions.

Executive Reporting & Visibility

• Prepare concise status updates and executive summaries.
• Ensure leadership has clear visibility into progress and emerging risks.
• Support leadership in maintaining accountability across teams.

Preferred Education and Experience

• 5–8 years of experience in program management, project management or cross-functional operations
• Experience coordinating multi-workstream initiatives
• Strong organizational and prioritization skills
• Ability to bring structure to ambiguity
• Excellent communication and stakeholder management skills
• Comfortable working directly with senior leadership

Please click here to apply.

About the Company

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for someone ready to roll up their sleeves and make an impact from day one. If you’re naturally curious, enjoy building relationships and are motivated to help clients succeed, this role offers the opportunity to work closely with credit union partners to develop advertising strategies that support their growth while strengthening long-term client relationships.

Five Reasons Why You Want To Work With Us

• You’ll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
• You’ll help support products and services that empower credit unions and positively impact millions of people.
• You’ll have a voice and stake in the company through employee ownership.
• You’ll be part of a fun, supportive and healthy work culture.
• You’ll have opportunities to learn, grow and take your career to the next level.

Summary/Objective

The Advertising Account Manager is responsible for developing and maintaining strong relationships with credit union clients while driving growth through Callahan’s advertising and marketing solutions. This role works closely with clients to understand their goals, recommend strategic opportunities and ensure campaigns deliver meaningful results. The position collaborates across internal teams to create value for clients while supporting Callahan’s mission of empowering credit unions and their member communities.

Essential Functions

• Primary responsibility is to develop meaningful, long-standing client relationships consistent with strategic objectives.
• Work in tandem with vendor core account manager to create cross-functional communication plans for clients and prospects.
• Responsible for successfully managing existing accounts by striving to understand customers’ expectations, developing marketing strategies, measuring results, and delivering against assigned territory targets/goals.
• Responsible for penetrating new accounts by identifying, developing, and executing outreach strategies for advertising product offerings.
• Works closely with marketing and media departments to identify new growth and product opportunities.
• Provide advertising support strategies and direction to account management coordinator.
• Make regular calls on assigned customers to ensure long-term customer satisfaction.
• Develops and maintains working knowledge of company-offered product lines (including the core business for cross-sales).
• Ability to recommend appropriate solutions/applications to meet customer needs.
• Analyzes market research, identifies trends, and develops specific, valuable resources to drive conversations and create constructive dialogues with customers.
• Solve problems utilizing top-notch diplomacy.
• Collaborate across teams to ensure resources are tailored to meet members’ needs.
• Ensures CRM database (Salesforce.com) contains accurate account details, conversation history, and contact information without direct oversight by manager

Preferred Education and Experience

• Bachelor’s Degree.
• Proficiency in Salesforce.com.
• Familiarity with advertising and marketing concepts.
• Ability to communicate effectively with executives by e-mail and phone.
• Experience thinking through problems creatively.
• Experience in advertising sales a plus.
• Strong attention to detail.
• Proven track record in working collaboratively with a small team.
• Proven experience managing multiple competing priorities.
• Ability to take initiative on projects and customer service interactions.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment and balance multiple priorities.
• Experience managing individual projects, programs, product lines, or junior staff.
• Effective organization and time management skills.
• A results-oriented team player who is skilled at prospecting.
• Excellent project management, time management, account-coordination skills, and implementation of multiple tasks and/or responsibilities with very limited oversight by direct manager.

Please click here to apply.

About the Company

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for a leader who is ready to make an impact from day one. The Director, Sales Team Lead will guide and develop a high-performing sales team while building strong relationships with credit union and industry leaders. This role combines strategic thinking, industry insight and hands-on leadership to drive growth, deepen client engagement and help ensure our solutions continue to deliver meaningful value to the credit union movement.

Five Reasons Why You Want To Work With Us

• You’ll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
• You’ll help support products and services that empower credit unions and positively impact millions of people.
• You’ll have a voice and a stake in the company through employee ownership.
• You’ll be part of a fun, supportive and healthy work culture.
• You’ll have opportunities to learn, grow and take your career to the next level.

Summary/Objective

The Director, Sales Team Lead is responsible for leading and developing a high-performing sales team while driving growth across an assigned territory. This role focuses on building long-term, trusted relationships with senior leaders across the credit union and supplier ecosystem while ensuring the team successfully executes against revenue goals through disciplined account planning, pipeline management and client engagement.

This leader will bring a strong understanding of the financial services industry, particularly the credit union movement, along with the ability to align Callahan’s insights, data and solutions with client needs. Working closely with Sales Executives, Account Managers, Business Development Representatives and internal partners, the Director will guide strategy and execution across the full client lifecycle — new sales, renewals and expansion — ensuring consistent progress toward key performance indicators and sustainable growth.

Essential Functions

• Hire, develop, and retain engaged and empowered associates vested in Callahan’s values
• Support the senior management team in developing and operationalizing strategies
• Responsible for meeting or exceeding annual sales goals and targets that align with the company’s financial plan
• Lead team to build positive working relationships within assigned territory to maximize revenue achievement, retention, and growth
• Develop strategies for direct reports to deploy tailored account plans (short-/mid-/long-term targets), including a clear implementation plan and present to executives
• Facilitate in-person/virtual engagements at industry events, Callahan Roundtables, and/or individual clients to support Callahan’s thought leadership.
• Support direct reports in implementation of strategy, knowledge of products, pipeline maintenance and forecasting, Salesforce compliance, and active reporting
• Collaborate with the customer success teams to develop effective and efficient onboarding processes
• Work closely with the senior management team, marketing, and Account Management ‘PODs’ to leverage their appropriate expertise in the sales cycle
• Collaborate with Product Strategy and Development teams to promote improvements in product quality and the development of new sources of revenue

Preferred Education and Experience

• Bachelor’s degree.
• 10+ years’ experience working in direct business-to-business sales roles with a focus on financial services and/or credit union customers.
• At least 5 years in a sales leadership role managing direct reports with continually increasing levels of responsibility.
• Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers.
• Ability to present high-level information as well as detailed demonstrations of products & services.
• Excellent verbal/written communication and presentation skills.
• Ability to work both independently and within a team environment, with focus and high attention to detail.
• Proficiency in Salesforce.com.
• Software or SaaS sales experience preferred.
• Experience thinking through problems creatively.
• Proven experience managing multiple competing priorities.
• Ability to take initiative on projects and customer service interactions.
• Ability to work in a fast-paced environment and balance multiple priorities.

Please click here to apply.

About the Company

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for someone ready to make an impact from day one. The Revenue Operations Manager will play a key role in strengthening our revenue engine by bringing structure, insight and efficiency to the way our teams work. This role partners closely with Sales, Account Management, Customer Success and leadership to optimize processes, improve data visibility and ensure our revenue teams have the tools and insights they need to serve credit unions and grow the business.

Five Reasons Why You Want To Work With Us

• You’ll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
• You’ll help support products and services that empower credit unions and positively impact millions of people.
• You’ll have a voice and a stake in the company through employee ownership.
• You’ll be part of a fun, supportive and healthy work culture.
• You’ll have opportunities to learn, grow and take your career to the next level.

Summary/Objective

The Revenue Operations Manager serves as the operational backbone of the company’s revenue engine, ensuring Sales, Account Management, Customer Success, Product, and fulfillment teams operate in alignment and with maximum efficiency. This role partners closely with senior leadership to support strategic growth initiatives through process optimization, data-driven insights, and best-in-class use of revenue technology.

The ideal candidate brings strong Salesforce.com expertise, a strategic mindset, and a deep understanding of revenue workflows. They proactively identify friction points in the revenue lifecycle, surface key client segments for engagement, and enable revenue teams to focus on high-impact activities that drive sustainable growth.

Essential Functions

Revenue Process Optimization

• Analyze and improve end-to-end revenue processes across Sales, Account Management, and Customer Success, identifying inefficiencies and bottlenecks.
• Design, document, and standardize workflows to ensure consistency, scalability, and clear ownership across teams.
• Partner with revenue leaders to evolve processes that support changing business needs and growth goals.

Data Analysis, Insights and Reporting

• Track, analyze, and report on key revenue performance indicators (KPIs), including pipeline health, conversion rates, retention, and expansion metrics.
• Build and maintain dashboards and reports in Salesforce to deliver actionable insights to Sales leadership and executive stakeholders.
• Identify trends, risks, and opportunities within revenue data to inform strategic decision-making and prioritization.

Salesforce & Revenue Technology Enablement

• Own and optimize Salesforce.com to support revenue teams, ensuring data integrity, usability, and adoption.
• Customize objects, fields, reports, and dashboards to align with business processes and leadership reporting needs.
• Evaluate, implement, and manage additional revenue-related tools and integrations as needed.
• Train and support users to drive consistent, effective use of Salesforce and related systems.

Strategic Support for Sales & Account Management

• Support sales forecasting and pipeline management by analyzing trends, improving forecast accuracy and providing leadership with clear visibility into revenue performance.
• Identify key client segments and engagement opportunities based on data and lifecycle insights.
• Collaborate with Sales and Account Management leaders to enable account planning, deal strategy, and revenue expansion efforts.

Cross-Functional Collaboration & Leadership Partnership

• Act as a trusted operational partner across the go-to-market organization, aligning Sales, Account Management, Marketing, and Customer Success teams around shared revenue goals.
• Translate leadership priorities into scalable operational solutions and measurable outcomes.
• Provide clear, concise insights and recommendations to senior leadership to support strategic planning and growth initiatives.

Revenue Optimization

• Identify revenue leaks and process gaps across the customer lifecycle, from acquisition through renewal and expansion.
• Recommend improvements to pricing, packaging, or engagement strategies to maximize revenue and profitability.
• Continuously assess and improve the efficiency and effectiveness of the revenue engine.

Preferred Education and Experience

• Proven experience in Revenue Operations, Sales Operations, or a similar role supporting revenue teams.
• Advanced proficiency in Salesforce.com, including reporting, dashboards, and workflow optimization. Certifications preferred.
• Experience using best-in-class Marketing platforms (Marketo, HubSpot, etc.) and optimization with Salesforce.
• Strong analytical skills with the ability to translate data into clear, actionable insights.
• Experience partnering with Sales, Account Management, and senior leadership on strategic initiatives.
• Excellent communication and collaboration skills, with the ability to influence across functions.
• Detail-oriented, process-driven, and comfortable operating in a fast-paced, evolving environment.

Please click here to apply.