Office Assistant - R. Garcia Tax & Accounting Svcs LLC - New York

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• Intuit

  

  Licensed Tax Accountant – In-Store

  hace 2 días

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Intuit

  

  Tax Accountant – Retail Location

  hace 23 horas

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Intuit

  

  Tax Accountant - In-Store

  hace 23 horas

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Emond Richardson - State Farm Agent

  

  Account Manager - State Farm Agent Team Member

  hace 10 días

  New York

  Job DescriptionROLE DESCRIPTION: As an {{ job.name }} for {{ account.name }}, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. QUALIFICATIONS: • 1 year sales experience required, • Bilingual Spanish required, • Excellent communication skills - written, verbal, and listening, • Proven track record of trustworthiness, dependability, and ethical behaviorBENEFITS:, • Paid time off, Holidays, Sick Time, • Hourly salary plus commission & bonus, • Health Insurance: Medical, Dental, Vision, and Life Insurance, • 401k + company matching, • Company sponsored insurance licensing, • Growth potential/opportunities for advancement within my agencyRESPONSIBILITIES:, • Develop insurance quotes, make sales presentations, and close sales., • Establish customer relationships and follow up with customers, as needed., • Handle client inquiries and provide timely responses., • Promote successful and long-lasting customer relations.

• ID.me

  

  Account Manager- Workforce Identity- East (NY/NJ/MD/DC)

  hace 23 días

  New York

  Job DescriptionCompany Overview ID.me is the next-generation digital identity wallet that simplifies how individuals securely prove their identity online. Consumers can verify their identity with ID.me once and seamlessly login across websites without having to create a new login and verify their identity again. Over 152 million users experience streamlined login and identity verification with ID.me at 20 federal agencies, 45 state government agencies, and 70+ healthcare organizations. More than 600+ consumer brands use ID.me to verify communities and user segments to honor service and build more authentic relationships. ID.me's technology meets the federal standards for consumer authentication set by the Commerce Department and is approved as a NIST 800-63-3 IAL2 / AAL2 credential service provider by the Kantara Initiative. ID.me is committed to "No Identity Left Behind" to enable all people to have a secure digital identity. To learn more, visit https://network.id.me/. The Opportunity The way organizations hire, onboard, and authenticate employees is under attack. AI-generated deepfakes, synthetic identities, nation-state actors, and sophisticated social engineering campaigns are infiltrating workplaces at an unprecedented scale. More than 300 companies have reported hiring DPRK actors. Employment fraud has grown 5x in the last five years. Gartner predicts that by 2028, 25% of all job candidates will be fake. Employers tell us we're already past that point. At ID.me, we're the frontline defense. We have spent five years pioneering this space and building the Employee Lifecycle vision. Today we support over 900 employers and are integrated into leading employment platforms. We are becoming the persistent identity layer that connects hiring, onboarding, and workforce access end-to-end. This role exists to protect and grow that footprint along two fronts. The first is our direct enterprise customers; the second is our platform ecosystem. You will help work across both of these areas to grow business and extend the identity infrastructure for the employee lifecycle. This is high-trust, high-impact work at the intersection of security, identity, and enterprise technology. If you're energized by complex accounts and partnerships, motivated by protecting people, and ready to bring your best to a category-defining company, we want to hear from you. Role Overview The Account Manager (AM) is a senior-level, quota-carrying role responsible for the health, retention, and aggressive expansion of our most critical Employee Lifecycle relationships — both direct enterprise customers and platform partners. Your mandate runs along two equally important tracks. On the direct side, you ensure strong net retention through relationship management and drive year-over-year growth by expanding customers across the employee lifecycle. On the partner side, you own and grow our platform relationships — enabling partners, co-selling into their base, and helping scale our joint solutions. Success in this role means both your direct accounts and your partners are growing because of you. Key Responsibilities Direct Account Growth & Retention • Quota Attainment: Carry and exceed a formal quota composed of renewal revenue (GRR), expansion (NRR), and partner-sourced bookings., • Land & Expand Strategy: Identify "white space" within current customers — additional lifecycle stages (pre-hire to post-hire), new business units, and worker populations — and build multi-year expansion plans that move accounts toward end-to-end coverage., • Renewal Excellence: Proactively manage the renewal process starting 180 days out, ensuring zero "dark" periods or budget lapses, and securing multi-year, "sticky" master service agreements., • Adoption & Churn Mitigation: Identify at-risk accounts early by monitoring adoption health — proofing and authentication volumes, conversion, and program performance — alongside organizational changes such as security or HR leadership turnover, reorganizations, and M&A. Partner Co-Sell & Enablement • Own the Partner Relationship: Serve as the primary point of contact for assigned platform partners — building trusted, productive relationships with their sales, product, and leadership teams., • Co-Sell Execution: Partner with AEs to close pipeline sourced through partners, running joint deals from discovery to close and acting as the identity expert in front of the partner's prospects and customers., • Partner Enablement: Train and equip partner sellers to position ID.me, generate qualified leads, and recognize identity opportunities within their own base — making it easy for them to bring us into their deals., • Grow the Partner's Business: Help partners win and expand their own business with ID.me as a differentiator, and activate joint go-to-market — campaigns, webinars, and co-marketing — that builds pipeline for both sides., • Extend the Infrastructure: Leverage partner relationships to embed ID.me across more checkpoints of the hiring and employment lifecycle, expanding the shared identity infrastructure over time. Strategic Account & Partner Governance • Executive Alignment: Maintain and deepen relationships with decision-makers on both sides — CHROs, CISOs, and CIOs at customers, and sales, product, and leadership counterparts at partners — plus the operational owners who run programs day to day., • Executive Business Reviews (EBRs): Lead high-impact EBRs that translate performance data into measurable outcomes — fraud and nation-state attempts blocked, criminal records surfaced, faster time-to-hire, candidate conversion, reduced help-desk and operational costs, stronger compliance posture, and, for partners, co-sold revenue and pipeline., • Voice of the Customer & Partner: Act as a strategic liaison to our Product team, channeling structured feedback from both customers and partners that influences the roadmap based on real workforce needs. Qualifications • The Enterprise Veteran: 5+ years in a quota-carrying account management, customer success, or "hunter" sales role., • Channel & Co-Sell Experience: Success co-selling with or managing technology platform partners, channel relationships, or alliances is preferred., • Industry Knowledge: Familiarity with enterprise HR, security, and IT buyers and budgets, with a preference for experience in employment, hiring, identity, or security-related solutions., • Quota Performance: A year-over-year track record of achieving quota, hitting retention targets, and being recognized as a top performer., • Deal Complexity: Experience managing portfolios and closing opportunities with ACVs ranging from $100k to $1m+ on 6- to 12-month sales cycles., • Methodology: Trained in leading sales methodologies (e.g., Command of the Sale, MEDDIC)., • Tooling: Experience with Salesforce., • Startup Agility: Experience working for a team in a startup at a growth stage is highly desired. Skills & Competencies • Commercial Savvy: Ability to navigate complex enterprise organizations and holding companies, maintaining account stability through executive transitions., • Analytical Growth Mindset: Skilled at mapping a large enterprise and building a multi-year plan to capture and drive growth., • Partner Orchestration: Able to build trust with partner teams, align incentives, and run joint sales motions — making it easy and rewarding for partners to bring ID.me into their deals., • Collaborative Leadership: Works closely with internal teams — Solutions Consulting, Marketing, Customer Success, and Product — to ensure customer satisfaction and long-term value realization., • Consultative Problem Solving: Superb planning and time management skills, with the ability to understand customer pains and translate them into effective solutions., • Communication: Excellent written and verbal communication, with the ability to engage a broad range of audiences at all levels of an organization., • Entrepreneurial Drive: An entrepreneurial personality capable of effectively solving problems with minimal guidance. Key Performance Indicators (KPIs) • Gross Retention Rate (GRR): Ensuring existing contracts renew on time., • Net Revenue Retention (NRR): Growth of accounts via expansion across the employee lifecycle., • Partner-Sourced Pipeline & Bookings: Volume and conversion of co-sold pipeline generated through platform partners., • Pipeline Velocity: Speed at which expansion opportunities move through the procurement funnel., • Adoption Health: Proofing and authentication volume, conversion, and program engagement across deployed use cases. Competitive Compensation- OTE- 219K-270K The annual base salary listed does not include a company bonus, incentive for sales roles, equity and benefits which will be determined based on experience, skills, education, relevant training, geographic location and role. ID.me offers comprehensive medical, dental, vision, health savings account, flexible spending accounts (medical, limited purpose, dependent care, commuter benefit accounts), basic and voluntary life and AD&D insurance, 401(k) with company match, parental leave, ability to participate in unlimited paid time off subject to the terms and conditions of the PTO policy, including 8 company wide holidays, short and long-term disability insurance, accident and critical illness insurance, referral bonus policy, employee assistance program, pet insurance, travel assistant program, wellbeing and childcare discounts, benefit advocates, and a learning and development benefit. The above represents the anticipated total rewards package for this job requisition. Final offers may vary from the amount listed based on qualifications, professional experiences, skills, education, relevant training, geographic location, and other job related factors. Pay Range$125,000—$150,000 USD ID.me is a full-time, in-office culture. Unless a specific job description explicitly states otherwise, all roles are on-site five days per week at one of our offices in McLean, VA; Mountain View, CA; New York City, NY; or Tampa, FL. Certain roles — such as field-based sales or other remote-by-design positions — may have different work arrangements as noted in their individual postings. ID.me maintains a work environment free from discrimination, where employees are treated with dignity and respect. All ID.me employees share in the responsibility for fulfilling our commitment to equal employment opportunity. ID.me does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. ID.me adheres to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, ID.me's policy is to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations and ordinances where a particular employee works. Upon request we will provide you with more information about such accommodations. Please review our Privacy Policy, including our CCPA policy, at id.me/privacy. If you provide ID.me with any personally identifiable information you confirm that you have read and agree to be bound by the terms and conditions set out in our Privacy Policy. ID.me participates in E-Verify.

• Fluent, LLC

  

  Account Manager (Performance Marketing)

  hace 14 días

  New York

  Job Description Fluent is seeking an Account Manager to join our growing account management team. In this role, you will use your performance marketing expertise , analytical, communication, and relationship-building skills, to provide superior client service, research, and market analysis. You will persistently explore and uncover the business needs of your clients, managing a large book of business while developing comprehensive strategies that drive revenue growth and long-term partnership success. If you're a self-motivated, results-driven marketer who thrives in a fast-paced environment and knows how to turn data into client wins, this is the role where you'll thrive. What You'll Do: • Rapidly gain a thorough understanding of Fluent’s inventory offerings, reporting analysis, competitive advantages, resources, and processes and articulate them persuasively to new and existing clients, • Manage large book of business, and maintain strong relationships with new and existing advertisers, to successfully meet and exceed client performance expectations and ensure long-term success, • Monitor client budgets, with a focus on increasing marketing budgets or spends / Prepare and present formal business reviews to top clients, • Serve as lead for all communication with client, including onboarding, performance feedback, creative changes, pacing reports, performance reports, client meetings, campaign recommendations, comprehensive strategy to enable revenue growth, etc., • In partnership with Account Director, identify, create, and implement solutions grounded on achieving measurable business results for our clients. Serve as external product consultant educating clients and agencies on ad solutions and best practices, and ultimately grow business partnerships, • Understand client’s key performance indicators, and clearly communicate these metrics internally for optimization, • Proactively introduce new revenue driving opportunities, • Manage the onboarding process for the product - flow of campaign builds with sales, creative design with media team, and tracking requirements with Ops team, • Work closely with teams internally to provide continued feedback and analysis, optimization suggestions and recommendations, • Formulate plans to extend new business, and additional channel distribution with established accounts, • Responsible for overseeing monthly billable numbers to finance for invoicing Requirements • 3-5 years of relevant experience managing a book of business within digital performance marketing, • Experience in the digital performance space, • Extremely organized and meticulous, as you will manage many campaigns simultaneously, • Exceptional communicator, • Attentive to client budgets, spend targets, conscientious of revenue pacing, experienced in exercising sales skills, • Excellent math/analytical skills, • High proficiency in Excel, ability to use functions to analyze complex data sets, • Proficiency in utilizing industry tracking software, • Excellent writing skills, • Self-motivated/ self – starter mentality, • Management experience preferred About Us Fluent, Inc. (NASDAQ: FLNT) is a commerce media solutions provider connecting top-tier brands with highly engaged consumers. Leveraging diverse ad inventory, robust first-party data, and proprietary machine learning, Fluent unlocks additional revenue streams for partners and empowers advertisers to acquire their most valuable customers at scale. Founded in 2010, Fluent uses its deep expertise in performance marketing to drive monetization and increase engagement at key touchpoints across the customer journey. For more insights visit:https://www.fluentco.com/ Benefits At Fluent, we like what we do, and we like who we do it with. Our team is a tight-knit crew of go-getters; we love to celebrate our successes! In addition, we offer a fully stocked kitchen, catered breakfast and lunch, and our office manager keeps the calendar stocked with activity-filled events. When we are not eating, working out, or planning parties, Fluent folks can be found participating in recreational sports leagues, networking with She Runs It, and bonding with across teams during quarterly outings to baseball games, fancy dinners, and pizza-making classes. And we have all the practical benefits, too… • Competitive compensation, • Ample career and professional growth opportunities, • Health, dental, and vision insurance, • Pre-tax savings plans and transit/parking programs, • 401K with competitive employer match, • Volunteer and philanthropic activities throughout the year, • Educational and social events, • The amazing opportunity to work for a high-flying performance marketing company! Salary Range: $70,000 to $80,000 - The base salary range represents the low and high end of the Fluent salary range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. Candidates may be at risk of targeting by malicious actors seeking personal information. Fluent recruiters will only reach out via LinkedIn or email with an @fluentco.com domain. Any outreach by Fluent via other sources (e.g. text, other domains etc) should be ignored. Fluent participates in the E-Verify Program. As a participating employer, Fluent, LLC will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. Fluent, LLC follows all federal regulations including those set forth by The Office of Special Counsel for Immigration-Related Unfair Employment Practices (OSC). The OSC enforces the anti-discrimination provision (§ 274B) of the Immigration and Nationality Act (INA), 8 U.S.C. § 1324b.

• Industrial and Commerce Bank Of China USA NA

  

  Credit Manager

  hace 1 día

  New York

  Job Description Department: Credit – NY Region Reports to: Chief Credit Officer Onsite : New York, NY Summary/Objective: Responsible to supervise NYR Region Credit Department (the “Department”), review and endorse credit proposals, and handle inquiries from auditors, regulators and headquarter. Essential Functions: 1. Direct the workflow of the Department and monitor the turnaround time of each project., 2. Review credit proposals to ensure the analysis is complete and the proposals comply with policy & procedure., 3. Approve new loan applications and annual loan reviews (as applicable), jointly with the Deputy CEO of Frontline, as per the Delegated Lending Authority set forth in the Credit Manual, Vol. 1., 4. Review real-estate appraisal and environmental reports during the loan application process., 5. Recommend (or approve, as applicable) commercial loan and trade service transactions (collateral, customer rating, facility rating, credit limit, loan agreement and loan advances) in the GCMS system., 6. Delegate staff to review loan documents prior to execution and loan closing, to ensure accuracy and compliance with approved terms and conditions and Bank policy., 7. Co-ordinate the loan reviews conducted by external loan reviewers and auditors; and handle queries., 8. Supervise weekly, monthly and quarterly reporting to Headquarter., 9. Monitor and report the status of classified loans monthly to Loan Committee., 10. Handle loan recovery actions; and coordinate with attorneys as necessary., 11. Manage NYR OREO portfolio., 12. Supervise the NYR Credit Department staff., 13. Provide training to Credit staffs internally and via outside professional development platform within Bank’s budget., 14. Perform other related duties and assignments as required. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Language Skills. Ability to read and interpret documents (such as operating and procedure manuals); ability to write routine reports and correspondence; and ability to speak effectively to employees of the organization., 2. Mathematical Skills. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume., 3. Computer Skills. To perform this job successfully, an individual should have knowledge of the software used by the bank., 4. Must be well organized and have excellent proof-reading ability., 5. Position requires independent judgment and performance of high-level tasks., 6. Analytical - synthesize complex or diverse information; collect and research data; and use intuition and experience to complement data., 7. Problem Solving - gather and analyze information skillfully; and develops alternative solutions., 8. Interpersonal Skills – be able to deal with customers and co-workers effectively under pressure and sensitive situations, 9. Oral Communication - speak clearly and persuasively in positive or negative situations; and listen to and seek clarification., 10. Written Communication - write clearly and informatively., 11. Teamwork - exhibit objectivity and openness to others' views., 12. Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers. Supervisory Responsibility: Carry out supervisory responsibilities in accordance with the organization's policies and applicable procedures. Required Education and Experience: • Bachelor's degree (BA) from a four-year college or university., • 10 years of related experience and/or training., • Equivalent combination of education and experience. Language/Communication Skills: Must have advanced English language skills. Proficient Chinese language a plus.

• Third Bridge

  

  Associate, Account Management

  hace 23 días

  New York

  Job Description Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we've helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. Why Join Us? Want to accelerate your career in a high-accountability, commercial role? If you're commercially driven, motivated by measurable impact, and ready to raise the bar, our Account Management Associate role at Third Bridge could be your next big move. This is not a passive support role—we're offering real responsibility from day one. You will manage and grow relationships with some of the most sophisticated Credit investors in the US market. As you own activation, engagement, and pipeline momentum, you'll gain unparalleled exposure to how Credit funds actually deploy capital and generate alpha. You'll Thrive if You • Are commercially driven and motivated by measurable outcomes in a fast-paced environment., • Have the confidence to lead client calls, ask probing commercial questions, and engage directly with Associates, VPs, and investment professionals., • Are naturally curious about credit markets, investment strategies, and how emerging tech and AI tools are reshaping investment research workflows., • Are resilient and persistent, energized by high standards and a demonstrated history of hitting performance targets., • Are highly organized, comfortable working with dashboards and CRM systems, and possess strong follow-through and personal accountability.What You'll Do You'll be at the forefront of our client relationships—proactively activating users, driving expert call engagement, and contributing directly to revenue growth within your assigned book of Credit & Public Equity clients. Day to day, you'll: • Own activation and engagement KPIs, executing structured outreach cadences to increase transcript usage and expert call volume., • Proactively uncover opportunities by identifying new expert call alignment to client mandates, and converting trial users into recurring, active users., • Cultivate robust client relationships through regular strategic meetings and ongoing touchpoints, including traveling quarterly for in-person client visits and business reviews., • Monitor account health metrics, keeping a close eye on activation, call activity, renewal risk, and revenue contribution., • Deliver strategic value by preparing targeted expert and transcript recommendations tied to client strategy and market developments., • Collaborate daily with Account Managers and Project Managers to execute account growth plans while maintaining disciplined CRM hygiene and activity reporting.What You'll Gain, • Commercial edge: Advanced relationship-building, account management, and strategic growth skills in a quota-bearing environment., • Client exposure: Direct engagement with leading minds in the US Credit and Public Equity markets., • Industry expertise: Deep understanding of credit investing, alpha generation, and how technology drives modern investment research., • Continuous growth: A $1,150 annual Personal Development Allowance to invest in your skills and career trajectory.What We're Looking For You have experience in a client-facing, quota-bearing, or commercially accountable role with a track record of hitting performance targets in a structured environment. You are an intellectually curious, highly organized, and strong verbal communicator who operates with urgency and is ready to step up and drive growth. Salary and Benefits • Total first-year compensation is expected to be $100,000 to $140,000 (based on average-high performance). This is inclusive of a base salary range of $75,000 to $80,000 plus an uncapped performance commission., • Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more., • Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year., • Be part of our engaging culture with social events, professional development, and a dynamic, supportive team. Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.