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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Today, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Account Manager must become fluent in all products the company represents and promote company strategic direction to increase sales and generat

Trevett Facilities Recruitment USA has partnered with a leading Building Services company who are looking for a Regional Account Manager to join their team in San Francisco. The Regional Accounts Manager is responsible for leading and managing a portfolio of client accounts, ensuring all financial, operational, and service delivery commitments are consistently met or exceeded. The role focuses on driving profitability, maintaining strong client relationships, and identifying opportunities for business growth. Key Responsibilities • Provide leadership and strategic direction across a portfolio of accounts to ensure high-quality service delivery and client satisfaction., • Drive revenue growth and profitability by identifying new opportunities, expanding services, and supporting contract renewals., • Oversee financial performance, including full P&L responsibility, budgeting, cost control, and reporting., • Ensure compliance with regulatory, contractual, and health & safety standards across all operations., • Build and maintain strong relationships with clients through regular reviews and ongoing engagement., • Support business development activities, including solution design, presentations, and onboarding of new accounts., • Promote collaboration, effective communication, and a high-performance culture across teams and stakeholders. People & Leadership • Lead, coach, and develop teams to deliver service excellence and high employee engagement., • Ensure effective recruitment, training, performance management, and succession planning., • Foster a culture of continuous learning, inclusion, and professional growth. Commercial & Operational Focus • Manage supplier performance, contracts, and procurement processes., • Ensure efficient staffing structures that balance cost management with service quality., • Drive operational excellence through governance, audits, and continuous improvement. Requirements • 8+ years relevant experience managing facilities services accounts., • Strong financial and analytical skills with experience managing P&L., • Excellent communication, organizational, and problem-solving abilities., • Proficiency in Microsoft Office tools., • Willingness to travel and work flexibly when required. Apply today with your most recent resume.

Channel Account Manager (French Fluency) Hybrid (4 days onsite, 1 day remote) – Brisbane, CA To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time. About Odoo Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here. About the job: Odoo is hiring Account Managers to support and grow our network of implementation partners. In this role, you’ll work closely with partners to help them sell, implement, and support Odoo’s suite of business applications as part of their service offerings. You’ll serve as a trusted advisor, helping partners improve their sales performance, manage client projects, and scale their Odoo practice. The first two to three months are fully on-site and focused on in-depth training to get you up to speed on the product, partner model, and go-to-market strategy. We’re looking for someone collaborative, business-savvy, and resourceful. Responsibilities: • Train partners in effective Odoo software sales and implementation strategies, • Coach partners to enhance sales processes and performance, • Foster continuous learning and skill development among partners, • Maintain strong relationships with sophisticated partners for ongoing success, • Identify opportunities for upselling, cross-selling, and expanding partnerships, • Collaborate with partners to customize implementation packages for end customers, • Negotiate software requirements and agreements to meet partner and customer needs, • Implement cross-functional processes for operational efficiency, • Streamline communication and collaboration among partners, internal teams, and customers, • Identify opportunities for process optimization and automation, • Collaborate with executives to understand customer needs and position Odoo software as a competitive advantage, • Contribute to customer-centric strategy development Must-Have: • Bachelor's Degree or an equivalent combination of education and experience, • French fluency (professional or native/bilingual), • Passion for software products, • 1-2 years experience in sales, • Able to work in a rapidly evolving field, • Excellent communication skills Nice to Have: • Experience with ERP, • Experience in a SaaS company, • Available immediately, • Additional languages, Spanish preferred Compensation and Perks: • Healthcare, Dental, Vision, Life Insurance, FSA, HSA Matching, 401K Matching, and Commuter Benefits, • PTO (Paid-time-off), paid sick days, and paid holidays, • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals, • $100 towards a work-from-home office setup, • Evolve in a nice working atmosphere with a passionate, growing team!, • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!, • Company-sponsored events for groups of 6+ employees The estimated annual compensation range for this role is $70,000-$95,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Channel Account Manager Hybrid (4 days onsite, 1 day remote) – Brisbane, CA To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time. About Odoo Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here. About the job: Odoo is hiring Account Managers to support and grow our network of implementation partners. In this role, you’ll work closely with partners to help them sell, implement, and support Odoo’s suite of business applications as part of their service offerings. You’ll serve as a trusted advisor, helping partners improve their sales performance, manage client projects, and scale their Odoo practice. The first two to three months are fully on-site and focused on in-depth training to get you up to speed on the product, partner model, and go-to-market strategy. We’re looking for someone collaborative, business-savvy, and resourceful. Responsibilities: • Train partners in effective Odoo software sales and implementation strategies, • Coach partners to enhance sales processes and performance, • Foster continuous learning and skill development among partners, • Maintain strong relationships with sophisticated partners for ongoing success, • Identify opportunities for upselling, cross-selling, and expanding partnerships, • Collaborate with partners to customize implementation packages for end customers, • Negotiate software requirements and agreements to meet partner and customer needs, • Implement cross-functional processes for operational efficiency, • Streamline communication and collaboration among partners, internal teams, and customers, • Identify opportunities for process optimization and automation, • Collaborate with executives to understand customer needs and position Odoo software as a competitive advantage, • Contribute to customer-centric strategy development Must-Have: • Bachelor's Degree or an equivalent combination of education and experience, • Passion for software products, • 1-2 years experience in sales, • Able to work in a rapidly evolving field, • Excellent communication skills Nice to Have: • Experience with ERP, • Experience in a SaaS company, • Available immediately, • Additional languages, Spanish, French, or Portuguese preferred Compensation and Perks: • Healthcare, Dental, Vision, Life Insurance, FSA, HSA Matching, 401K Matching, and Commuter Benefits, • PTO (Paid-time-off), paid sick days, and paid holidays, • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals, • $100 towards a work-from-home office setup, • Evolve in a nice working atmosphere with a passionate, growing team!, • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!, • Company-sponsored events for groups of 6+ employees The estimated annual compensation range for this role is $70,000-$95,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Job Details • Technical Account Manager (Contract), • Location: Lehi, UT 84043 (Hybrid), • Duration: 6/01/2026 to 1/31/2027, • Team: US TAM Americas Job Description • Adobe is seeking a Technical Account Manager to support Ultimate Success customers within the Digital Experience organization. This role is focused on building and maintaining trusted customer relationships while helping enterprise clients maintain operational health, adopt new functionality, and maximize value from Adobe solutions., • This is a highly customer-facing role requiring strong leadership, executive communication, technical curiosity, and experience managing complex enterprise accounts in a SaaS or software environment. Responsibilities • Build, develop, and maintain one-on-one relationships with enterprise customers, • Deliver technical services designed to support customer operational health and solution adoption, • Manage and prioritize a complex book of business while maintaining high customer satisfaction, • Partner with Customer Success and Sales leadership to support retention and value realization efforts, • Support key customer accounts and assist with critical issue management when needed, • Identify customer needs through discovery and consultation, • Drive customer engagement around Adobe Digital Experience solutions, • Collaborate cross-functionally on customer concerns, process improvements, and operational initiatives, • Communicate complex technical concepts clearly to customers and internal stakeholders, • Navigate escalations and complicated customer situations professionally Qualifications • 5+ years of experience in Technical Account Management, Professional Services, Customer Support, or related enterprise SaaS environments, • Prior people leadership or mentoring experience within customer-facing technical teams, • Experience managing enterprise-level customer relationships and complex books of business, • Strong customer communication and executive presence, • Ability to handle escalations and maintain high CSAT outcomes, • Strong organizational and problem-solving skills, • Ability to prioritize, remove blockers, and drive customer success initiatives, • Experience explaining technical concepts to both technical and non-technical audiences, • Experience with Adobe Digital Experience products preferred, • Strong preference for experience with Adobe Experience Manager (AEM), Workfront, or GenStudio, • Bachelor’s degree required Compensation • Pay Rate: $45.00 to $49.30 per hour Requisition ID: 37244695

Position Overview As a Front-End Account Manager specializing in Cloud Service Providers (CSPs), you will serve as the primary strategic link between our technical engineering teams and our key customers. This role is "front-end" focused, meaning you will lead the initial engagement, design-in phases, and strategic roadmap alignment to secure long-term partnerships and product placement. The Front-End Account Manager is not a "maintenance" role; it is an architect of opportunity. You will be responsible for the "Concept to Mass production" lifecycle—capturing requirements before they are formalized into RFQs. Your success is measured by our inclusion in the customer’s program in the early phase and the seamless transition from initial concept to mass production readiness. Key Responsibilities • Strategic Relationship Management: Act as one of the main point of contact for CSP GCM, OPM, Engineering and Quality team, fostering deep relationships to understand their unique infrastructure needs and any main role changing in Org., • Opportunity Identification: Proactively identify new business opportunities within the CSP ecosystem, focusing on custom hardware solutions and technical innovations. Provide regular projects updates to the manager and drive timely completion tasks., • NDA and SOW Management: Collaborate with HQ to finalize the commercial agreements with client, including 3-way NDAs, program SOW, and specialized legal reviews., • Cross-Functional Communication: Coordinate between the customer and our internal customer focus team and cross-function team like engineering, manufacturing, sourcing, quality and after service teams to ensure capturing all customer requirements, align the account strategy and deliver the timely info. Upon customer’s inquires., • Capacity Planning: Build up good communication channel with customer OPM to understand the latest demand and forecast change to collaborate with customer focus team and supply chain to manage demand forecasting and capacity planning, ensuring peak quantity requirements are met during critical launch windows. Qualifications • Experience: 5+ years of experience in Account Management or Business Development, specifically within the IT infrastructure, data center, tier one consumer electronics or semiconductor industries., • Communication and Resilience: Superb communication and interpersonal skills and ability to travel to Asia when necessary., • Technical Literacy: Ability to discuss technical specifications and cost breakdown such as mechanicals, thermal management, power distribution, or rack-level integration with engineering teams., • Communication: Exceptional professional communication skills, with the ability to refine complex technical or legal updates into clear, actionable executive summaries., • Education: Bachelor’s degree in Business, Engineering, or a related working experience; MBA or technical certification is a plus., • Bilingual in Chinese and English is preferred. Preferred Skills • Factory experience related to Thermals, Mechanical components, Infra or consumer electronics., • Experience managing complex, multi-party, multi-program management and business negotiations., • Familiarity with industrial project management and technical documentation (e.g., program NPI management, product drawings, and thermal components etc)., • Ability to host and lead high-level professional summits, regular business review and on-site supplier consultations. For more information, please visit https://www.coolermastercorp.com/#/ Disclaimer Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the position. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties, and responsibilities may change at any time with or without notice. We are an E.E.O. employer

Artech is currently looking to hire an Associate Account Manager to join our expanding team in Fremont, CA In this role, you will be required to make cold calls and go for client meetings to get business from our fortune 500 clients in the area. You will be required to ensure new and repeat flow of business from clients. Who can Apply : Anyone who wants to make a career in sales and interested in learning the IT Staffing industry may apply for this role! You will be provided on-the-job training to be a successful Account Manager with a leader in the IT Staffing Industry. If you have a positive “Go-Getter, Can Do” attitude, a strong work ethic, and a genuine customer service mindset and are interested in making a career in Sales, Please reach out asap. Job Opportunity: In this role you will be trained on the specifics of Recruiting, Account Management, and the Staffing Industry as a whole. First, you'll learn how to identify, qualify, and match candidates to technology jobs. Later, you will be trained on sales techniques, relationship building, and securing new business opportunities within Artech’s Fortune 500 clients. This is a 4-5 months training program, during which time the Associate Account Manager will join Artech Academy- a training program where you will get on-the job training as an IT Recruiter and as an Account Manager. Upon successful completion of training, you will continue to grow in your local market. Salary : You’d be getting salary from the day one of joining the training program. Tentative Start Date : May 26th, 2026 Skills & Experience Required: • 1 plus years of direct B2B sales experience with at least 1 year of work experience within a fast-paced environment, • Direct Client Contact experience, • Competitive Desire to Succeed at Something New, • Strong knowledge of MS Office applications: Outlook, Word, and Excel, • Strong organizational and time management skills, • Strong networking and presentation skills, • Excellent verbal and written communication skills Most importantly we are looking for someone who is fun, high energy and excited about playing a key role in helping to grow the business over the long term! Essential Duties and Responsibilities in Recruiter Training Class environment: • Identify, engage, and recruit qualified candidates by performing sourcing activities to include, but not limited to: Internal database, market and Internet research identifying alternate candidate sources, cold calling, executing recruiting calls, referral recruiting, and online social networking., • Handling the complete end-to-end Full Life-Cycle Recruiting including the scheduling of interviews, quality assurance of candidate resumes and acting as an active coordinator between the client and the candidate, • Building pipeline of candidates for skills that clients frequently request. For example- Java, .Net, DBA etc., • Provide weekly reports to Management by giving them the status of the Pipeline, number of candidates in 1st, 2nd or in final levels of interviews. Essential Duties and Responsibilities in Sales Training Class environment: • Gain market share at our client(s) by increasing headcount, revenue, and gross margins., • Meet with client Hiring Managers to develop lasting relationships, • Managing the client relationship, pre-sales, post-sales, and technical assistance., • Develop and implement sales strategies., • Establish relationships with client decision makers., • Build a sales pipeline for the account(s)., • Effectively manage and prioritize a high volume of requisitions, • Work closely with the technical recruiting team to clearly communicate client requirements ensuring the successful identification of candidates.

Channel Account Manager (Dutch Fluency) Hybrid (4 days onsite, 1 day remote) – Brisbane, CA To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time. About Odoo Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here. About the job: Odoo is hiring Account Managers to support and grow our network of implementation partners. In this role, you’ll work closely with partners to help them sell, implement, and support Odoo’s suite of business applications as part of their service offerings. You’ll serve as a trusted advisor, helping partners improve their sales performance, manage client projects, and scale their Odoo practice. The first two to three months are fully on-site and focused on in-depth training to get you up to speed on the product, partner model, and go-to-market strategy. We’re looking for someone collaborative, business-savvy, and resourceful. Responsibilities: • Train partners in effective Odoo software sales and implementation strategies, • Coach partners to enhance sales processes and performance, • Foster continuous learning and skill development among partners, • Maintain strong relationships with sophisticated partners for ongoing success, • Identify opportunities for upselling, cross-selling, and expanding partnerships, • Collaborate with partners to customize implementation packages for end customers, • Negotiate software requirements and agreements to meet partner and customer needs, • Implement cross-functional processes for operational efficiency, • Streamline communication and collaboration among partners, internal teams, and customers, • Identify opportunities for process optimization and automation, • Collaborate with executives to understand customer needs and position Odoo software as a competitive advantage, • Contribute to customer-centric strategy development Must-Have: • Bachelor's Degree or an equivalent combination of education and experience, • Dutch fluency (professional or native/bilingual), • Passion for software products, • 1-2 years experience in sales, • Able to work in a rapidly evolving field, • Excellent communication skills Nice to Have: • Experience with ERP, • Experience in a SaaS company, • Available immediately, • Additional languages, Spanish preferred Compensation and Perks: • Healthcare, Dental, Vision, Life Insurance, FSA, HSA Matching, 401K Matching, and Commuter Benefits, • PTO (Paid-time-off), paid sick days, and paid holidays, • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals, • $100 towards a work-from-home office setup, • Evolve in a nice working atmosphere with a passionate, growing team!, • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!, • Company-sponsored events for groups of 6+ employees The estimated annual compensation range for this role is $70,000-$95,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Summary My client, a financial/mortgage is looking for a TRID Specialist, responsible for receiving, processing, copying, distributing, and finalizing loan files and other supporting documents in compliance with the Company, Agency, Investor, Title Company, and County Recorder policies, procedures and guidelines. Type: Temp to hire (depends on company needs) Start Date: ASAP Location: Hybrid - 3 days/week in office M-W-F (flexibility) Pay Rate: $22/hr + benefits. Schedule: Monday – Friday 8am – 4.30 pm flexible FUNCTIONS • Review incorrect final documents and resolve issues by making the appropriate corrections., • Process document audits and make appropriate changes as necessary., • Log all pertinent documents into the system., • Monitor quality of incoming work to identify trends and avoidable upstream errors; provide feedback and suggestions for corrections and improvements., • Respond to requests for documents, mini-file reviews, and main loan files., • Communicate issues related to completing requests for original documents., • Process original and copy document requests based on workflow data., • Make suggestions for changes in procedures, automation, and forms to increase department efficiency and accuracy. QUALIFICATIONS • 1 yr mortgage / loan admin or clerical role, reviewing files and/or documents., • Manage multiple priorities and projects., • strong sense of urgency and responsiveness., • Verbal and written communication skills., • Organized and detail oriented;, • Prior experience using PDF software programs and Microsoft Word, Excel, and Outlook.

🚀 Hiring: Senior Microsoft Purview Engineer (Bay Area) We’re looking for a hands-on Senior Microsoft Purview Engineer to lead the design and implementation of enterprise-scale data protection and governance solutions across Microsoft 365 and Azure environments. 🔍 What you’ll be doing: • Architect and implement Data Loss Prevention (DLP) and Information Protection strategies, • Design and manage sensitivity labeling, auto-classification, and encryption policies, • Build and optimize data governance frameworks using Microsoft Purview, • Develop automation using PowerShell and Microsoft Graph API, • Integrate Purview with security tools like Defender and Sentinel, • Partner with security, compliance, and legal teams on regulatory requirements (GDPR, HIPAA, SOX) 🧠 What we’re looking for: • 10+ years in security, data governance, or M365/Azure environments, • Strong hands-on experience with Microsoft Purview (DLP, labeling, eDiscovery), • Experience with PowerShell scripting and automation, • Solid understanding of compliance and data protection frameworks, • Background in enterprise environments (finance, healthcare, tech preferred) 📍 Location: Bay Area (local candidates preferred) If you’re someone who enjoys building and scaling real-world data protection systems—not just managing them—this could be a great fit.

This position pays a base salary between: $150,000–$170,000 + Bonus Ideally 5 days per week onsite in Newark, CA but open to hybrid options *Local candidates to the SF Bay Area need apply* Our client is seeking a highly analytical and strategic Financial Analyst / FP&A professional to join a fast-growing, innovative organization in the biotech and manufacturing space. This individual will play a critical role in financial planning, forecasting, reporting, and business analytics while partnering closely with executive leadership to drive growth and operational performance. About You You are an exceptional Financial Analyst with excellent analytical and advanced financial modeling skills. You possess deep experience in supporting financial planning, financial analysis, and management reporting, underpinned by strong business acumen and solid knowledge of corporate finance concepts. You think strategically and are driven to create scalable, insightful financial models, dashboards, and key performance indicators (KPIs). You are highly collaborative across functions and communicate effectively throughout the organization. Duties and Responsibilities Strategic Planning and Reporting • Develop and execute the multi-year strategic and annual budget planning process., • Drive the work of the finance team to develop a comprehensive multi-year financial projection and the 2026 budget (P&L, B/S, and Cash Flow statements) with details on revenue, growth drivers, and cost of sales by product line families., • Provide monthly budgetary controls and detailed variance analysis., • Develop and implement a quarterly forecast model, focusing on revenue analysis, gross margin, inventory levels, and cash forecasting., • Implement rolling forecasts (12+0, 3+9, 6+6, 9+3) and a process to identify and address deviations versus plan (Business Outlook). Business Finance Support and Analytics • Design, maintain, and publish management financial and key performance indicator (KPI) reporting used by the senior management team to drive results., • Provide ad-hoc reporting and analysis to support the decision-making process on key sales deals, manufacturing cost reduction initiatives, or new product development projects., • Ensure that a comprehensive financial model is developed, with an extension to more accurately reflect the profitability of the product lines, with potential historical restatements. Develop and Implement Revenue Analytics (Top Line P&L Performance): • Revenue by customer, • Customer revenue trends/visibility, • Month over Month / Quarter over quarter / YoY performance, • Analytics on sell-through / upsell of capabilities Assist in Developing and Implementing COGS Analytics (Gross Margin Performance): • Margin by service, • Labor and absorption analysis, • Identification of levers for operational and cost efficiencies Develop and Implement Project Costing and Cross Charges: • as needed for visibility and accuracy of the profitability by customer service contracts, profitability by product line and product family, and understanding of where the R&D money is spent. Develop and Implement SG&A Analytics (Operating Expenses Optimization): • SG&A benchmarking, • Detailed analysis of the G&A cost drivers for proposal to optimize structure and level of spending. Experience and Qualifications Experience • 5+ years of progressive FP&A or business finance experience, experience in a manufacturing environment preferred., • Proven analytical and advanced financial modeling skills., • Solid understanding of ERP systems/system flows (both implementation and day-to-day usage)., • Highly prefer Life Science industry experience, • Experience working in start-ups is a plus. Education • MBA or equivalent.

Title: Go-To-Market Sourcer (Healthcare Startup) Hourly Pay Rate: $40–$45/hr. (commensurate with experience) Contract Length: 3-6+ Months Location: San Francisco, CA (Hybrid) We are seeking a GTM Sourcer to support an AI-native healthcare technology platform! This is a 3-6-month contract role focused on front-end sourcing and pipeline generation, with a primary emphasis on AEs, SDRs, and Sales leadership talent. You will own sourcing strategy, identify and engage top-tier candidates, and build strong pipelines to support ongoing hiring needs. The ideal candidate is highly proactive, creative in their sourcing approach, and comfortable operating in a fast-paced, high-growth environment. What you’ll do: • Own top-of-funnel sourcing strategy for GTM roles, • Build and maintain high-quality pipelines of passive talent, • Partner closely with recruiters and hiring managers to align on role requirements and candidate profiles, • Conduct initial outreach and candidate engagement across multiple channels, • Leverage data and market insights to refine sourcing strategies, • Utilize creative sourcing methods including Boolean search, GitHub, LinkedIn, referrals, and alternative platforms, • Ensure a consistent and positive candidate experience throughout early-stage engagement Qualifications: • 2–5+ years of experience in GTM sourcing or recruiting, • Strong focus on sourcing AEs, SDRs, and Sales leadership talent, • Background supporting hiring within tech companies or startups, • Experience sourcing talent from top-tier organizations (e.g., large tech companies or high-growth startups), • Expertise with LinkedIn Recruiter, Boolean search, GitHub, and other sourcing tools, • Proven ability to engage passive candidates and build strong pipelines, • Comfortable partnering with early-career or growing leadership teams, • Highly organized, self-directed, and able to manage multiple priorities If you’re interested and to learn more, apply today!

WHO WE ARE: At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services that are characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach to every aspect of our work, and we foster a culture of mutual respect and trustworthiness both internally and with our clients. With our core values as our guiding principles, we aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success. We believe in the Character of Capstan to be: • COMMUNICATION: Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm., • ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues., • PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself., • SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect., • TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust. Requirements WHAT YOU WILL DO AS THE Director of Business Development: • Develop and execute innovative sales strategies to attract new clients and expand our market presence., • Cultivate and nurture existing relationships with CPA firms and financial partners to enhance collaboration and business opportunities., • Apply your consultative sales expertise to understand clients' needs, providing tailored solutions that align with our mission., • Demonstrate high energy and drive as a true sales hunter, proactively seeking out and pursuing potential leads., • Utilize your strong communication skills to build rapport with clients, colleagues, and stakeholders, ensuring a seamless flow of information and support., • Embrace and adapt to new skills and technologies to stay ahead in the ever-evolving field of tax consulting, maintaining a cutting-edge approach., • Consistently achieve individual sales goals and contribute to the achievement of team sales targets, leveraging your track record of success. YOU ARE THE IDEAL CANDIDATE IF YOU ARE: • Strategic Thinker – You possess the ability to see the bigger picture and formulate effective, long-term sales strategies., • Collaborative Team Player – You thrive in a team environment, bringing out the best in your colleagues and working together towards common goals., • Client-Focused Expert – You prioritize understanding and fulfilling clients' unique needs, ensuring their satisfaction and loyalty., • Driven Sales Hunter – You have an unwavering determination to seek out and secure new opportunities and clients., • Tech-Savvy Learner – You embrace new technologies and skill sets with enthusiasm, staying ahead in an ever-evolving industry., • Results-Oriented Achiever – You consistently meet and exceed individual sales targets and contribute to overall team success., • Strong Communicator – You effectively convey ideas, build relationships, and provide clear and concise information to clients and colleagues. YOU POSSESS THESE BASIC REQUIREMENTS: • Bachelor's degree in a relevant field or equivalent experience., • Proven track record in consultative sales, ideally in the financial or tax industry., • Existing relationships and networks with CPA firms and financial partners., • Strong understanding of finance and tax principles., • Excellent communication skills, both written and verbal. Benefits WHY YOU WILL LOVE WORKING WITH US: • Competitive Compensation: We offer a competitive salary package with performance-based incentives to reward your hard work., • Full-time Remote Opportunity: Enjoy the flexibility of working remotely while being part of a dynamic team., • Normal Business Hours: Work within a regular schedule, allowing for a healthy work-life balance., • Comprehensive Benefits Package: Medical, Vision, Dental, HRA, and retirement plan., • Career Growth Prospects: Joining us opens doors to numerous opportunities for career advancement and professional development within our growing organization. If you are a dynamic, driven professional who aligns with our mission, shares our core values, and possesses the skills and traits we're looking for, we invite you to take the next step in your career and apply for the position of Director of Business Development at CAPSTAN. Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

Senior Finance Analyst or Finance Associate Department / Area: Finance & Treasury Location: San Francisco, CA Reports To: Finance Manager / Project Finance Lead Employment Status: Full Time Work Schedule: Hybrid, three days in office (Tuesday to Thursday) and two days remote About the Role This role provides a unique opportunity to contribute directly to renewable energy projects through financial analysis, project finance, and valuation. The Senior Analyst will support structuring transactions, performing due diligence, and building financial models across wind, solar, and transmission projects. The role involves close collaboration with cross-functional teams, including development, construction, asset management, legal, and corporate finance. Key Responsibilities • Build and maintain financial models for renewable energy projects, • Assist in developing structured finance solutions, including tax equity and investment structures, • Prepare internal and external investment presentations and briefs, • Identify and quantify key investment drivers and perform sensitivity analyses, • Support project development and asset due diligence, evaluating project value and risk, • Conduct research, statistical analysis, and market risk assessment, • Analyze pricing and risk management strategies, including hedging products, • Assist with treasury and capital planning functions, • Participate in meetings with internal and external stakeholders, • Respond to inquiries from financial institutions and investors, acting as a contact for lenders and tax equity investors, • Support financing processes as a junior member of the transaction team Qualifications Education and Experience • Bachelor’s degree in Finance, Mathematics, Economics, Engineering, or a related field, • 2–4 years of experience in project finance, M&A, or structured finance, • Strong renewable energy exposure (wind, solar, storage, transmission), • Proven ability to build financial models from scratch, • Backgrounds of interest: developer/IPPs, investment banking, infra PE/VC, • Ability to work on-site in San Francisco (hybrid role: Tue–Thu in office), • Excellent communication skills; detail-oriented with a strong modeling foundation Skills and Competencies • Strong analytical and financial modeling skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively in a team environment, • Skilled at synthesizing and organizing large datasets, • Strong time management and prioritization abilities, • Advanced proficiency in spreadsheets, presentation software, and research tools Interview Process • Financial Modeling Test, 2 hours, built in Excel from scratch, • Hiring Manager Interview, • Super Day, onsite 4-hour technical and cultural interviews with the project finance team, • Target Timeline: approximately 1 week for local candidates; 2 weeks for candidates requiring travel

W2 ONLY!! ONSITE IN SAN FRANCISCO OR SAN RAMON 3 DAYS A WEEK! Technical Project Manager – Cloud Operations, Observability & Disaster Recovery We are seeking an experienced Technical Project Manager to lead and coordinate enterprise technology initiatives across Cloud Operations, AIOps, Monitoring & Observability, and Disaster Recovery programs. This role is responsible for driving structured delivery, governance, operational alignment, and cross-functional execution across complex infrastructure and technology operations portfolios. The ideal candidate brings strong enterprise IT program management experience, technical fluency across infrastructure and cloud operations, and the ability to manage highly visible initiatives involving engineering, operations, security, vendors, and executive stakeholders. Key Responsibilities Portfolio & Program Delivery • Lead and coordinate delivery across Cloud Operations, AIOps, Monitoring & Observability, and Disaster Recovery initiatives, • Maintain consolidated portfolio visibility across multiple programs, workstreams, and operational dependencies, • Drive execution consistency, milestone tracking, and operational alignment across enterprise initiatives Project Planning & Governance • Define project scope, timelines, milestones, dependencies, and governance frameworks, • Develop structured delivery plans in partnership with technical and operational leadership, • Ensure alignment with enterprise PMO standards, change management, and operational governance practices Cross-Functional Coordination • Coordinate across Engineering, Infrastructure, Security, ITSM, Procurement, Database Support, and vendor teams, • Manage dependencies, escalations, and delivery blockers across multiple stakeholders and operational groups, • Partner closely with command center, operations, and infrastructure teams to ensure readiness and execution alignment Risk, Issue & Stakeholder Management • Proactively manage project risks, issues, and mitigation plans across programs, • Prepare executive-level reporting, dashboards, status summaries, and operational updates, • Translate technical delivery progress into clear business impact and operational visibility Disaster Recovery & Resilience Programs • Coordinate enterprise disaster recovery planning, testing, audits, and remediation activities, • Support recovery strategy development, tabletop exercises, and full failover execution planning, • Ensure recovery objectives (RTO/RPO) are documented, tested, and aligned across critical systems and infrastructure Cloud & Observability Program Support • Support cloud migration initiatives, AIOps enablement, observability platform adoption, and tooling integrations, • Coordinate monitoring and observability initiatives including alerting, dashboards, tooling standardization, and MSP transitions, • Track vendor deliverables, SLAs, onboarding activities, and platform implementation milestones ITSM & Operational Alignment • Ensure alignment with ITIL-based service management, release management, and service transition processes, • Coordinate infrastructure work across data centers, remote office environments, facilities technology, and operational support teams, • Partner with database support teams on maintenance windows, capacity planning, and environment readiness activities Metrics & Continuous Improvement • Maintain KPIs, reporting dashboards, and operational metrics across programs, • Identify trends, process gaps, and opportunities for operational improvement, • Recommend delivery optimization strategies and governance enhancements Qualifications • Bachelor’s degree in Computer Science, Information Technology, or related technical field, or equivalent practical experience, • 7+ years of experience in technical project or program management within enterprise IT environments, • Experience managing initiatives across cloud operations, infrastructure, observability, platform engineering, or disaster recovery domains, • Familiarity with ITIL-aligned service management and operational governance frameworks, • Experience coordinating vendor, MSP, and enterprise supplier engagements, • Experience supporting Azure and/or GCP cloud environments, • PMP, SAFe, or equivalent certification preferred Required Skills • Enterprise project and portfolio management, • Technical fluency across cloud, infrastructure, and operations environments, • Risk, issue, and dependency management, • Executive stakeholder communication and reporting, • Dashboarding, governance reporting, and operational documentation, • Vendor and supplier coordination, • Structured decision-making within large-scale enterprise environments, • Strong cross-functional collaboration and operational leadership

Manager – CX, a Connor Group Company Are you looking to elevate your accounting expertise and make a direct impact in a consulting environment? CX, a Connor Group Company, is hiring experienced professionals to lead client engagements, solve complex challenges, and foster strong, enduring relationships. If you thrive in a collaborative, fast-paced environment and enjoy turning ambiguity into opportunity, we’d love to hear from you. Your Role: As a Manager, you’ll bring value to our clients by delivering expert guidance, driving operational improvements, and supporting complex accounting scenarios. Your role will provide hands-on accounting support, stepping into critical roles such as: • Controller (Interim): Oversee and refine financial close processes, including month-end and year-end procedures, ensuring accuracy and timeliness. Build and lead a high-performing team by coaching, mentoring, and fostering a collaborative, growth-focused environment. Provide strategic recommendations to leadership and stakeholder groups., • Accounting Manager (Interim): Lead general ledger management and oversee consolidations, streamlining workflows to optimize efficiency. . Provide hands-on support for external reporting, including 10-Q and 10-K preparation, footnote tie-outs, and collaboration with auditors. Research and apply relevant accounting guidance for areas such as stock-based compensation, equity transactions, or impairments—ensuring accurate documentation and compliance with GAAP., • Financial Analyst/Finance Manager (Interim): Develop and manage financial planning initiatives, including budgeting, forecasting, and detailed financial analyses. Deliver actionable insights that guide strategic decision-making and drive business performance improvements., • Internal Audit Manager (Interim): Lead audit engagements, temporary or project-based, ensuring compliance with Sarbanes-Oxley (SOX) requirements. Strengthen internal controls and identify opportunities for risk mitigation while collaborating with cross-functional teams. What You Bring: We're searching for resourceful leaders who combine technical expertise, strong problem-solving skills, and meaningful leadership experience. Education & Experience: • A Bachelor’s degree in accounting is required, while a Masters degree preferred., • A CPA license, or equivalent certification, is highly valued., • 5+ years of experience, ideally a mix of public accounting (Big Four or Next Ten) and industry experience., • At least 2+ years leading teams and managing complex projects. Skills: • Exceptional communication skills, both written and verbal, including team collaboration and client-facing discussions., • Proven ability to identify challenges, implement solutions, and deliver with precision., • Strong project management and organizational skills, able to balance multiple priorities., • Takes ownership of deliverables with minimal supervision, while proactively communicating status updates and anticipating team and client needs., • Advanced abilities in Microsoft Excel. Technology Proficiency: • Expertise with ERP systems, especially NetSuite, is preferred., • Familiarity with supplemental tools like FloQast, Blackline, Workiva, and Carta is a bonus. Why CX? At CX, you’ll find a culture that’s built to develop and empower top-tier professionals. We invest strategically in technology, training, and outstanding opportunities to help you live a fulfilling, flexible, and enriching life. Our culture prioritizes: Growth: Dedicated Academy training programs and next-gen technology, including AI powered tools, to accelerate your professional and personal development. Collaboration: A team-driven environment where creativity and problem-solving thrive. Values: Disciplined, competent, likeable, and courageous professionals who make a tangible impact. This is a full-time, salaried position with CX, a Connor Group Company. You’ll work as part of a dedicated team of consulting professionals while collaborating with clients on interim projects. As an employee of CX, you’ll enjoy career stability, competitive pay and benefits, and the support of a world-class consulting organization. Competitive Benefits, including: • Flexible time off and holidays, • Complete healthcare benefits, • Company-match 401k, • Paid leave (parental and military) As part of the global Connor Group organization, CX is trusted by over 800 companies. We are recognized as the #1 IPO service provider and a market leader in operational and technical accounting solutions. From startups to multinational enterprises, we’ve been delivering excellence for over two decades. For information relating to Pay Transparency visit the following link: _

Job Title: Payroll Specialist Client Location: Onsite; Foster City, CA Pay Comments: W2 Minimum Pay (per hour): 68.25 Maximum Pay (per hour): 76.25 Hours: Full-time Duration: Approx. 6 Month Assignment Job Description: Join a pioneering company at the forefront of innovation, dedicated to shaping the future of its industry through groundbreaking technology and a commitment to excellence. As a crucial partner, Aquent is seeking a highly skilled individual to ensure the seamless operation of vital internal functions. Are you a meticulous and dedicated payroll professional ready to make a significant impact? We're searching for an experienced individual to join a dynamic team, where your expertise will directly contribute to the financial well-being of our employees and the operational efficiency of our organization. In this role, you will be the cornerstone of accurate and timely payroll processing, playing a pivotal part in maintaining employee trust and supporting key financial objectives. Your contributions will directly empower our workforce, allowing them to focus on driving innovation and achieving our ambitious goals. What You'll Do: • Manage end-to-end payroll processing, from initial data entry and timecard validations to ensuring accurate check distributions., • Serve as a primary point of contact for employee payroll questions and concerns, providing clear and helpful guidance., • Assist in the meticulous maintenance of employee and payment records, as well as critical timekeeping documentation., • Collaborate effectively with People, Benefits, Finance, and other departments to ensure integrated and efficient processes., • Lead year-end communication efforts and execute thorough reconciliations to close out financial periods accurately., • Respond promptly and professionally to government inquiries, including wage verifications and garnishment orders., • Conduct benefit audits and coordinate closely with internal teams and third-party vendors to ensure compliance and accuracy., • Perform Leave of Absence payment calculations and entries, ensuring adherence to company policies and regulations., • Undertake additional payroll-related tasks as requested, demonstrating flexibility and a proactive approach. What You'll Bring: Must-Have Qualifications: • Bachelor’s degree with 8 to 10 years of dedicated payroll processing experience, or a H.S. Diploma/GED equivalent with 12 to 14 years of payroll processing experience., • Required experience with Workday Payroll systems., • Comprehensive knowledge of payroll administration principles and related compliance requirements., • Exceptional attention to detail and unwavering diligence are essential for success in this role., • A profound understanding of the importance of confidentiality in handling sensitive employee information., • Intermediate to advanced proficiency in Excel and Word, with strong preference for VLOOKUP and pivot table skills., • Excellent communication skills, both written and verbal, to effectively interact with employees and various departments. Nice-to-Have Qualifications: • An accounting or human resources background is a valuable asset. About Aquent Talent: Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

We are seeking an experienced and detail-oriented Senior Tax Accountant to join our finance team at a leading Private Equity Fund. The ideal candidate will have a strong background in tax accounting and compliance, particularly within the private equity sector. This role will involve managing tax planning, compliance, and reporting for the fund and its portfolio companies, ensuring adherence to all applicable tax laws and regulations. Key Responsibilities: Tax Compliance and Reporting: • Prepare and review federal, state, and local tax returns for the fund and its portfolio companies., • Ensure timely and accurate filing of all tax documents., • Manage tax provisions and related disclosures in financial statements., • Oversee the preparation and submission of quarterly and annual tax estimates. Tax Planning and Strategy: • Develop and implement tax-efficient structures for the fund and its investments., • Provide strategic tax advice on mergers, acquisitions, dispositions, and restructurings., • Identify opportunities for tax savings and implement strategies to minimize tax liabilities. Audit and Review: • Coordinate and manage tax audits and inquiries from tax authorities., • Prepare responses to tax notices and liaise with external tax advisors and auditors., • Ensure compliance with tax regulations and mitigate risks associated with non-compliance. Portfolio Company Support: • Provide tax support and guidance to portfolio companies., • Review and analyze the tax implications of transactions involving portfolio companies., • Assist portfolio companies in tax planning and compliance matters. Research and Analysis: • Conduct research on complex tax issues and provide recommendations., • Stay updated on changes in tax laws and regulations that may impact the fund., • Analyze the tax impact of new investment opportunities and business initiatives. Qualifications: Education and Experience: • Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or CPA preferred)., • Minimum of 5-7 years of experience in tax accounting, preferably within the private equity industry., • Strong knowledge of federal, state, and local tax laws and regulations. Skills and Competencies: • Excellent analytical and problem-solving skills., • Strong attention to detail and organizational abilities., • Proficiency in tax software and Microsoft Office Suite., • Ability to work independently and as part of a team., • Strong communication and interpersonal skills. Certifications: • CPA certification preferred., • Additional tax-related certifications are a plus. Benefits: • Competitive salary and bonus structure., • Comprehensive health, dental, and vision insurance., • Retirement plan with employer matching., • Generous paid time off and holidays., • Professional development opportunities.

About Optima Partners Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge funds, broker-dealers, private equity, private credit, venture capital, and any other financial services firm required to ensure compliance with relevant laws, rules, and regulations around the globe. Our team of specialists spans the US, UK, APAC, and UAE, working as trusted partners embedded within our clients' teams. The Role We are seeking a Principal to join our growing US practice, based in San Francisco, Los Angeles, San Diego, Miami or New York. This is a senior client-facing and operational leadership role, supporting the West Coast Partner in delivering and scaling our business. As Principal, you will serve as a trusted senior advisor to a portfolio of private markets clients, taking day-to-day ownership of client relationships, engagements, and delivery quality. You will also play an active role in business development, team leadership, and the commercial performance of the US practice. This role is offered on a hybrid basis with a minimum of 3 days per week in the office. What You Will Do Client Leadership & Advisory • Serve as a trusted compliance adviser to a portfolio of alternative investment manager clients, taking senior day-to-day ownership of key client relationships, provide ongoing senior leadership support to Associate Directors and Directors reporting into West Coast Partner, and deliver quality work product, • Advise on the design, implementation, and enhancement of compliance programs, including policies, procedures, compliance manuals, and governance frameworks, • Lead mock regulatory examinations, regulatory gap analyses, and compliance reviews, including document requests, interviews, testing, and report drafting, • Provide guidance on key compliance topics including MNPI and expert networks, marketing and investor communications, personal trading, electronic communications surveillance, best execution, and annual reviews under SEC Rules 206(4)-7 and 38a-1, • Support clients with regulatory filings, including Form ADV and Form PF preparation and updates, • Interpret regulatory developments and provide strategic guidance on emerging compliance risks, • Represent Optima externally, building and sustaining strong, long-term client relationships across private credit, private equity, real estate, and related structures Business Development • Support and lead business development activities including proposals, pitches, scope discussions and client expansion conversations, • Identify opportunities to grow existing client relationships and introduce new service lines, • Contribute to Optima's West Coast market presence and industry profile Commercial & Financial Management • Margin management and resourcing considerations based on project requirements, • Actively monitor utilization, timesheets, and gross margins on a client-by-client basis, • Draft and manage proposals and statements of work, ensuring commercial targets are met Team Leadership & Development • Support and manage team members working on your client portfolio, providing on-the-job coaching and structured feedback, • Contribute actively to hiring decisions, performance reviews, and team development initiatives, • Proactively set the tone and standard for delivery quality outputs across the West Coast practice Technical & Operational Excellence • Own and contribute to Optima compliance templates, methodologies, and internal standards relevant to your areas of expertise, • Champion the use of technology and internal systems to drive efficiency and quality, • Contribute to internal training, regulatory updates, and thought leadership What We Are Looking For Essential • Significant experience in regulatory compliance, either in-house at an asset manager or in a compliance consulting role — ideally both, • Deep expertise advising private markets clients (private credit, private equity, real estate) on US regulatory requirements, • Proven track record leading complex, multi-workstream client engagements, • Experience managing pricing, margins, and commercial scope discussions, • Demonstrated ability to support and lead business development — proposals, pitches, and client growth, • Strong team leadership and people management skills, with experience managing and developing junior professionals, • Excellent analytical and technical compliance skills, • Exceptional communication skills — clear, confident, and tailored to a senior audience, • Commercial mindset with the ability to identify and deliver practical, margin-conscious solutions, • Based in or willing to relocate to San Francisco, Los Angeles; San Diego. New York and Miami also considered, • Compensation expectations aligned to Optima's Principal-level remuneration range Advantageous • Proven track record of owning or materially contributing to revenue generation ($1M+ book of business), • Regulatory background and experience with Investment Company Act compliance, • Existing West Coast client network within the alternative asset management space, • Experience with Salesforce or comparable CRM and timesheet management tools Why Optima Partners • Senior, high-impact role with genuine ownership of a growing US practice, • Access to a globally connected team of compliance specialists across the US, UK, Asia, and UAE, • Clear and transparent pathway to Partner, supported by a structured promotion framework, • A culture built on technical excellence, collaboration, and trust, • Competitive remuneration with performance-linked upside, • Hybrid working model — minimum 3 days per week in office Salary Range: 200,000 - 280,000 OTE

Role: Interim/Fractional Benefits Lead (virtual/hybrid) with a San Francisco-based professional services firm Responsibilities: Our client seeks an experienced hands-on benefits leader who can operate independently to provide white-glove service for 200-250 employees at a well-established, sophisticated professional services firm. The role includes Open Enrollment, Benefits Administration and Employee Support, Vendor and Compliance Management. Additional responsibilities include supporting the HR organization through performance management and other year-end processes. Years of Experience: 20+ preferred, but a minimum of 10 years of HR experience with at least 5 years in benefits, is required. Our client optimally seeks a very experienced, self-directed benefits professional. Location: Virtual role with occasional travel for important in person meetings (5-10% travel) although the individual is welcome to work out of the organization's HQ located in San Francisco, if they prefer. While most employees work in the office, this Benefits role can be virtual. Start date, Length and Hours: June 29th or after for approximately 6 months. This is a Maternity coverage with an optimal start date around June 29, which will allow for transition period. 40 hours per week although may be closer to 30 hours/week during slower periods. Hourly Rate: Flexible based on experience level

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

Work from anywhere. Build a six-figure income. Start immediately with full training. At Beacon National Agency, we are hiring for the position of Customer Sales Representative, offering a fully remote opportunity designed for individuals who want both flexibility and high earning potential. Our system is built to help you succeed quickly, many of our new team members achieve six-digit income levels in their first year by simply following our proven, step-by-step process. From day one, you will receive comprehensive training and ongoing support, ensuring that you are equipped with the knowledge, tools, and confidence needed to perform at a high level. We’ve eliminated unnecessary complexity and built a streamlined system that allows you to focus on what truly matters - connecting with people and closing deals. As a Customer Sales Representative, you will play a key role in driving company growth by working with potential clients, understanding their needs, and presenting tailored solutions. This role offers independence, flexibility, and the opportunity to directly impact your income through your performance. Primary Responsibilities: • Communicate with prospective clients via phone, video, and online platforms (Clients are provided and are already interested - No Cold Calling), • Deliver clear, engaging presentations of company offerings, • Follow a structured system designed to maximize efficiency and results, • Build strong relationships and maintain client engagement, • Manage leads, track progress, and meet performance targets, • Participate in training sessions and apply feedback for improvement What You’ll Gain: • A 100% remote position - no commute, work from anywhere, • A scalable income model with no cap on earnings, • Access to a system that has already helped many earn six figures with a year, • Full onboarding and training program to help you start immediately, • Ongoing mentorship from experienced leaders, • A positive, high-energy team culture focused on success Ideal Candidate Profile: • Motivated and goal-oriented, • Comfortable working independently in a remote setting, • Strong verbal and written communication skills, • Open to coaching and continuous improvement, • Sales experience is a plus but not required (we will train you to succeed) This opportunity is perfect for individuals who are ready to break away from traditional income limitations and take advantage of a system that rewards effort and consistency. At Beacon National Agency, your growth is directly tied to your performance, giving you full control over your earning potential. Many of our team members have transformed their careers by leveraging our system, achieving financial milestones they once thought were out of reach. If you’re ready to do the same, we encourage you to apply. Compensation: This role is structured as a 1099 commission-based independent contractor position.

External: Who we are: Delta, founded in 1971, is a global provider of power and thermal management solutions. Its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses on addressing key environmental issues such as global climate change. As an energy-saving solutions provider with core competencies in power electronics and automation, Delta's business categories include Power Electronics, Mobility, Automation, and Infrastructure. About the role: Junior Account Manager – AI Solutions Overview We are seeking a motivated Junior Account Manager to support our growing AI Solutions team. This role is ideal for an early-career professional with a strong technical foundation who is looking to develop hands-on experience in customer engagement, program execution, and AI solution delivery. You will support senior account leads and cross-functional teams to ensure customer success and on-time project execution. Key Responsibilities • Support senior account managers in day-to-day customer communication, meeting coordination, and issue tracking., • Assist with project tracking and reporting, including schedules, action items, risks, and weekly status updates., • Help document customer requirements, validation plans, and integration schedules., • Coordinate with engineering, product, data science, and operations teams to support program execution., • Participate in customer meetings, technical reviews, and PoC activities as a learning contributor., • Track deliverables, change requests, and documentation updates., • Support account planning and roadmap alignment activities., • Operate effectively in fast-paced, multi-timezone environments with multiple concurrent tasks. Required Qualifications • Bachelor’s degree in Engineering or a related technical field, • (Electrical, Mechanical, Computer Engineering, or similar preferred.), • 2 years+ of experience in account management, technical sales, engineering support, or program coordination., • Strong communication and organizational skills, • (Ability to prepare summaries, track actions, and communicate clearly with internal teams and customers.), • Detail-oriented and self-motivated, • (Comfortable managing multiple tasks and learning in a fast-changing environment.), • Basic understanding of technical systems, • (AI, software, data systems, servers, or infrastructure exposure is a plus.) Preferred Qualifications (Optional) • Internship or project experience in AI, software, cloud, or data systems, • Exposure to enterprise customers or technical services environments

Who we are: Delta, founded in 1971, is a global provider of power and thermal management solutions. Its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses on addressing key environmental issues such as global climate change. As an energy-saving solutions provider with core competencies in power electronics and automation, Delta's business categories include Power Electronics, Mobility, Automation, and Infrastructure. About the role: Senior Account Manager – AI Solutions Overview We are seeking a highly experienced Senior Account Manager to lead strategic enterprise and hyperscale accounts within our AI Solutions organization. This role owns the full customer lifecycle, driving technical alignment, program execution, and commercial growth across large-scale AI deployments. Key Responsibilities • Serve as the primary strategic interface and account owner for enterprise and hyperscale AI customers., • Lead end-to-end AI solution engagement from opportunity discovery and PoC through full production deployment., • Drive cross-functional execution across AI engineering, platform, data science, MLOps, infrastructure, operations, and service teams., • Own program execution, schedules, risk management, and executive-level reporting., • Translate customer business objectives and technical requirements into structured delivery plans., • Lead customer governance, including design reviews, production readiness milestones, and QBRs., • Drive account growth strategy, identifying expansion opportunities, new use cases, and multi-year roadmap alignment., • Manage technical, delivery, and commercial escalations., • Capture customer insights and market intelligence to inform product and platform strategy. Required Qualifications • Bachelor’s degree in Engineering or a related technical field, • 5+ years of experience in Account Management, Technical Sales, Program Management, or AI/Enterprise Technology roles., • Proven experience managing complex, multi-phase enterprise or hyperscale programs., • Strong executive-level communication, negotiation, and presentation skills., • Demonstrated success in cross-functional leadership and escalation management. Preferred Qualifications (Optional) • Experience supporting hyperscalers, large enterprise AI, cloud, or data center customers, • Understanding of data center infrastructure, power, cooling, servers, and high-performance computing, • Experience with AI platforms, model deployment, or MLOps workflows

Enterprise Account Executive – AI / LLM / Infrastructure We are currently partnered with a leading technology organisation in the US, looking to expand their enterprise sales team with an experienced Strategic Account Executive to lead high-value, AI-driven engagements across enterprise clients. Key responsibilities • Own and manage the full lifecycle of complex enterprise opportunities, from strategic discovery through negotiation, closing, and expansion, • Build and close high-value deals with long sales cycles, bespoke scopes, and multiple stakeholders, • Develop and execute regional go-to-market strategies across target industries and enterprise segments, • Identify and activate new opportunities in AI, quantum, and infrastructure use cases, • Lead consultative, outcome-driven sales conversations with senior executives, co-creating tailored AI use cases and solution architectures, • Collaborate with product, engineering, and solutions teams to design customer-specific offerings, • Act as a trusted advisor on AI strategy and innovation, supporting long-term account growth and sustained adoption Key requirements • Extensive experience in enterprise sales, strategic accounts, or consultative go-to-market roles, • Proven track record closing large, complex deals, • Experience selling AI, infrastructure, or highly customised technology solutions, • Established network within large enterprises (finance, energy, manufacturing, telecom, industrials), • Strong executive presence with experience influencing and advising C-level stakeholders, • Demonstrated experience selling into the US enterprise market, • Legal authorization to work in the US Keywords: AI / LLM / Enterprise Sales / Strategic Accounts / C-Level Engagement / Solution Selling / Infrastructure / Enterprise Transformation / Technology Strategy / Go-to-Market / Complex Deals / Consultative Sales / US Enterprise If you are interested in this position, please send a CV to Alistair@eu-recruit.com By applying to this role you understand that we may collect your personal data and store and process it on our systems. For more information please see our Privacy Notice _

Key Account Manager | Fraud / AML / KYC What We're Looking For • Enterprise Key Account Manager or similar experience, • Strong background in fraud, identity verification, AML/KYC, or fintech infrastructure What You’ll Be Doing • Serve as the primary point of contact for enterprise customers, supporting both day-to-day needs and long-term strategic initiatives, • Develop a strong understanding of the platform and clearly communicate its capabilities to customers, • Translate technical and product challenges into actionable solutions and coordinate resolution across internal teams, • Guide customers on best practices related to identity verification, compliance, and risk workflows, • Build and maintain key performance metrics, reporting insights, and value-driven outcomes for clients, • Act as a strategic partner to customers as they scale and evolve their compliance and risk operations, • Collaborate cross-functionally to surface customer insights and improve product adoption and experience What You’ll Need • 8+ years of experience in Account Management, Customer Success, Solutions Architecture, or Risk within B2B SaaS, ideally enterprise-focused, • Experience working with API-based products and customer integrations, • Strong understanding of fintech, identity verification, compliance, fraud, or AML/KYC workflows, • Strong analytical skills with ability to interpret data and generate insights, • Experience with BI tools or customer reporting/analytics platforms, • Ability to translate complex technical concepts into clear business outcomes, • Strong relationship management and cross-functional collaboration skills, • Excellent communication and presentation skills across technical and business stakeholders, • Experience supporting complex enterprise implementations or technical products, • Proactive, process-oriented mindset with a focus on customer value and efficiency Location & Compensation Remote | San Francisco Bay Area preferred Base: $150,000 – $180,000 • Bonus + equity + benefits

Title: Sr. Account Manager Location: Fremont CA USA Position Overview: The Power Supply & Thermal Product Lines Account Manager will take responsibility for developing, implementing, and monitoring strategic sales for our key clients, the ideal candidate brings deep expertise in account management and a strong record of profitable sales growth. Create new accounts and manage existing accounts in the Power and Thermal industry and provide solutions to meet customers’ specifications and applications. Key Responsibilities • Sales & Business Development, • Achieving revenue targets by managing existing product lines and developing new business opportunities., • Develop deep relationships with customers, and consultants to increase visibility of opportunities and Delta product, • Create and develop value propositions based on customer pain points, position Delta as the preferred supplier for Power Supply and Thermal product solutions., • Grow market share by enhancing the customer and partner network, monitoring competitor activities, and creating plans to expand the sales pipeline., • Provide accurate sales forecasts and monthly pipeline reports to factory and business unit owners, • Coordinate with the customers’ and Delta’s engineering team., • Skills & Competencies, • Strong technical acumen with ability to translate complex performance data into clear specification outcomes., • Exceptional communication and presentation skills with technical and non-technical stakeholders., • Proficiency in specification writing tools and engineering software (CAD, Excel modeling)., • Strategic mindset with an ability to align technical specifications with commercial goals., • Customer Solutions & Relationship Management, • Serve as the primary point of contact for corporate clients, ensuring timely resolution of issues and excellent customer satisfaction., • Persistently explore customer needs to drive and develop Delta UPS and data center sales., • Negotiate contracts and pricing with customers and partners; ensure documentation of presentations, financial reports and contracts aligns with corporate policies., • Influence end user designs to integrate Delta products and solutions. Minimum Qualifications: • Bachelor’s degree in engineering, business or related discipline., • Minimum 10+ years as account management or sales manager in thermal and power industries, • Proven experience in sales processes and key‑account management., • Strong background in power electronics with the ability to solve complex technical challenges., • Exceptional communication, organizational and problem-solving skills; fluency in English. Mandarin speaking ability is a plus., • Advanced proficiency with Microsoft Office (Word, Excel, PowerPoint)., • Experience maintaining CRM system as part of daily activity Preferred Qualifications: • Self‑driven, results‑oriented leader able to manage multiple projects under tight deadlines., • Experience working with cross‑functional teams and leading field service or project‑delivery groups., • Ability to present complex solutions clearly., • Willingness to travel up to 30% out of state and country (including overnight stays). Key Performance Indicators (KPIs) • Successful leadership in achieving design in wins and project conversions., • Customer satisfaction scores and timely resolution of issues., • Demonstrable impact on team development, adherence to schedules and service quality., • Growth of the Sales pipeline through solution adoption and strategic leadership.

Work remotely. Take control of your income. Launch quickly with full training and support. Silicon Valley Financial is currently expanding and offering a fully remote opportunity for individuals seeking flexibility paired with strong earning potential. Our model is designed for rapid growth, and many new team members reach six-figure earnings within their first year by following a clear, proven system that works. From the very beginning, you’ll be guided through a complete onboarding program with continuous coaching to ensure you have the skills, tools, and confidence to perform effectively. We’ve simplified the process so you can stay focused on high-impact activities, building connections and driving results without unnecessary distractions. In this role, you’ll contribute directly to company growth by engaging with interested clients, identifying their needs, and offering personalized solutions. The position offers autonomy, schedule flexibility, and a direct link between your performance and your income. Key Responsibilities: • Engage with qualified prospects through phone, video calls, and digital platforms (no cold outreach required - leads are provided), • Present products and services in a clear and compelling way, • Follow a structured workflow designed to improve productivity and outcomes, • Develop and maintain strong client relationships, • Track leads, monitor progress, and achieve performance goals, • Attend training sessions and implement feedback for ongoing development What You’ll Receive: • Fully remote work setup - operate from anywhere with no commute, • Unlimited earning potential through a scalable compensation structure, • Access to a system that has helped many individuals achieve six-figure income within a year, • Comprehensive onboarding to get you started quickly, • Continuous mentorship from experienced professionals, • A supportive, driven team environment focused on growth and success, • Health and Life insurance exchange options, • Enjoy fully covered travel experiences with flights, accommodations, and select activities all paid for, so you can focus on the experience without worrying about expenses. What We’re Looking For: • Self-driven and results-focused individuals, • Ability to work independently in a remote environment, • Strong communication skills, both written and verbal, • Willingness to learn, adapt, and apply coaching, • Previous sales experience is helpful but not required (we provide full training) This opportunity is ideal for those looking to move beyond traditional income limits and step into a performance-based environment where effort and consistency are rewarded. Your success here is directly influenced by your dedication, giving you full control over your financial growth. Many individuals have elevated their careers through this system, reaching milestones they once considered unattainable. If you’re ready to pursue similar results, we invite you to apply. Compensation: This is a commission-based independent contractor opportunity (1099 structure).

1099 Sales Representative – Merchant Services (Nationwide) Are you an experienced sales professional looking for true income potential, flexibility, and a company that actually supports your growth? We’re expanding nationwide and looking for driven, experienced 1099 sales reps in the merchant services/credit card processing space. What We Offer: • High Split Compensation Programs – keep more of what you close, • Unlimited Commission Upside – no caps, no ceilings, • Lifetime Residuals from Day 1 – build long-term passive income, • Appointment Setting Support – we help put qualified opportunities on your calendar, • Free Clover Program – a powerful, competitive offer that helps you close more deals, • Remote / Flexible Schedule – work from anywhere What You’ll Do: • Prospect and close new business merchant accounts, • Present cost-saving solutions and payment processing options, • Build and maintain long-term client relationships, • Leverage provided tools and appointments to maximize your pipeline What We’re Looking For: • Proven experience in merchant services or payment processing (required), • Strong closing skills and self-motivation, • Ability to work independently as a 1099 contractor, • Entrepreneurial mindset with a focus on long-term income (residuals) Why Join Us? This isn’t a starter role — this is for reps who want to maximize earnings, build residual income, and scale their book of business with real support behind them. If you’re tired of low splits, limited support, or capped earnings, this is your opportunity to level up. Apply today and start building your residual income from day one.

Kenneth Brown Agency is seeking ambitious individuals to join our growing organization as a Sales Representative. This is a unique opportunity to build a rewarding career from the comfort of your home while benefiting from a high-income potential environment. Our company has developed a simple and efficient sales system designed to help individuals succeed quickly. By following our streamlined steps and utilizing our resources, many of our representatives have been able to achieve six-figure earnings even in their rookie year. As a Sales Representative, your primary focus will be to communicate with prospective clients, understand their financial goals, and match them with solutions that meet their needs. You’ll be supported by a structured onboarding program and ongoing training to ensure you feel confident and capable from day one. Key Responsibilities: • Reach out to and follow up with potential clients (No cold calling), • Conduct virtual presentations and consultations, • Utilize company tools and systems to manage leads and sales, • Build trust and long-term client relationships, • Consistently improve performance through coaching and feedback, • Provide Expert Solutions: Present customized Life Insurance, IUL, and Annuity plans. Why Join Kenneth Brown Agency? • Fully remote position - work from anywhere, • Performance-driven culture with unlimited earning potential, • Proven training system that simplifies the sales process, • Opportunities for growth and leadership roles, • Collaborative and motivating team environment, • Exchange option opportunities to secure healthcare and life insurance. Ideal Candidate: • Driven, positive, and results-focused, • Comfortable working independently in a remote setting, • Strong communication skills, • Open to learning and applying new strategies This role is perfect for individuals who want more control over their income and are ready to take advantage of a system that has already helped many succeed at a high level. Start a commission-based role where no experience is needed, just a positive attitude and willingness to learn and enjoy uncapped earning potential with a realistic path to six figures within your first year. We’ll train you step-by-step, provide the tools you need, and support you along the way so you can confidently build a flexible, high-income work-from-home career.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

Family Office Advisory Senior Analyst New York, NY or San Francisco, CA Salary: 130,000 - 150,000 (Base) About the Opportunity Our client is seeking a Family Office Advisory Senior Analyst to join a high-performing client service team supporting ultra-high-net-worth families. This individual will play a key role in delivering a highly personalized, proactive, and detail-oriented client experience across lifestyle management, investment support, insurance, legal, tax, estate planning, and broader wealth advisory needs. The Senior Analyst will work closely with internal teams, senior client service professionals, and external partners, including attorneys, tax advisors, insurance brokers, private banking contacts, security providers, and concierge vendors, to help execute client requests and drive projects to completion. This role is ideal for someone who thrives in a fast-paced, high-touch environment, enjoys solving complex client needs, and has experience supporting affluent or ultra-high-net-worth clients. Key Responsibilities Client Service & Advisory Support • Provide proactive, high-touch support across all aspects of client relationships, including lifestyle services, wealth strategy, investment support, estate planning, tax planning, and insurance-related needs., • Assist with the preparation, coordination, and execution of legal, tax, and wealth planning strategies, including documentation related to wealth transfer, tax payments, asset protection, philanthropic initiatives, and estate planning., • Support bespoke client requests and one-off projects with accuracy, urgency, and strong attention to detail., • Adapt communication style to effectively support different audiences, including clients, internal stakeholders, and external advisors., • Develop a working knowledge of trusts and estate planning structures, including revocable and irrevocable trusts, GRATs, Delaware trusts, LLCs, gifting strategies, promissory notes, wills, and prenuptial agreements. Client Operations • Partner with internal teams to support new client onboarding, account transfers, account maintenance, and ongoing client service workflows., • Monitor and manage daily cash balances while providing private banking support across client accounts., • Coordinate with treasury team members to process bill payments, investment funding, tax payments, and cash disbursement requests., • Assist with investment-related documentation, including subscription documents, purchase agreements, and investor support materials. Team Collaboration • Work closely with internal teams across investments, investment operations, client operations, treasury, and family office HR to ensure seamless client service delivery., • Participate in cross-functional initiatives that support process improvement, team efficiency, and overall business growth., • Serve as a reliable liaison between clients, internal teams, and third-party vendors to ensure timely project execution. Documentation & Reporting • Maintain accurate and up-to-date client records in CRM and internal systems., • Track client projects, requests, and reporting needs with a strong focus on organization, accuracy, and data integrity., • Prepare client-facing and internal documentation with a high level of professionalism and attention to detail. Training & Mentorship • Assist in training and mentoring Client Analysts and new team members., • Help junior team members understand internal systems, client service processes, workflow management, and organizational best practices. Qualifications • Bachelor’s degree required., • Minimum of 3 years (preferred 6+ years) of relevant experience in family office, wealth management, private banking, client service, or another high-touch environment supporting high-net-worth or ultra-high-net-worth clients., • Strong organizational skills with the ability to manage multiple priorities and deadlines at once., • Excellent attention to detail and ability to produce accurate, polished work., • Strong written and verbal communication skills., • Proven ability to proactively solve problems, exercise sound judgment, and take ownership of client needs., • High level of professionalism, discretion, and client service orientation., • Collaborative, team-oriented mindset with the ability to work effectively across departments and with external advisors., • Strong aptitude for learning and interest in wealth planning, investments, trusts, estate planning, tax, and family office services.

About the Opportunity Are you looking for a flexible opportunity to build a rewarding career in sales while working remotely? We are currently seeking motivated and customer-focused individuals to join our team as a Remote Sales Representative. Whether you are beginning your career journey or looking to expand your experience, we provide the support, training, and resources needed for success. Position Overview In this role, you will work directly with clients to provide information, answer questions, and help guide them through available solutions. You will be responsible for creating a positive customer experience while building strong relationships and supporting the overall sales process. Key Responsibilities • Provide professional remote support and respond to client inquiries, • Assist clients with understanding available life insurance and healthcare exchange plan options, • Conduct follow-ups and maintain accurate customer records using CRM systems, • Support account management and sales-related documentation, • Work closely with team members to ensure a smooth customer experience, • Build long-term client relationships while maintaining high service standards Qualifications • Previous experience in sales, customer service, client support, or related fields is helpful but not required, • Comfortable using CRM systems, email platforms, and virtual communication tools, • Strong verbal and written communication skills, • Organized with effective time-management and multitasking abilities, • Self-motivated and capable of working independently in a remote setting, • Eager to learn and grow professionally Compensation & Benefits • 100% Remote / Work From Home flexibility, • Commission-based compensation with uncapped earning potential, • Performance bonuses and paid incentive trips, • Ongoing mentorship, training, and advancement opportunities, • Supportive team culture and leadership guidance If you're ready to take the next step toward building a flexible and rewarding career, apply today.

Start immediately from anywhere and take control of your income with a proven system designed to help you reach six-figure earnings. Stratford Davis Staffing is actively seeking motivated individuals for a Remote Sales Representative position. This role is designed for those who want flexibility, independence, and unlimited earning potential while working from the comfort of home. Our streamlined process and supportive environment enable new team members to gain traction quickly, with many reaching six-figure earnings in their first year by following our established system. From your first day, you’ll receive comprehensive onboarding, hands-on training, and continuous mentorship to ensure you have the skills, confidence, and tools needed to succeed. We’ve simplified the sales process to eliminate guesswork, allowing you to focus on building relationships, presenting solutions, and closing deals. As a Sales Representative, you will play a vital role in driving business growth by connecting with qualified prospects, identifying their needs, and offering tailored solutions that align with their goals. This is a results-oriented position where your effort directly impacts your income, giving you full control over your financial success. Key Responsibilities: • Connect with pre-qualified leads via phone, video conferencing, and online platforms, • Deliver engaging and informative presentations of products and services, • Follow a structured, step-by-step sales system to maximize efficiency and results, • Educate and guide clients through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities., • Build and maintain strong client relationships, • Manage leads, track performance, and consistently meet or exceed targets, • Participate in ongoing training and apply coaching feedback to improve performance What You’ll Gain: • 100% remote work environment with complete location flexibility, • Uncapped commission structure with scalable, six-figure income potential, • A proven system that supports rapid growth and consistent results, • Full training program and immediate onboarding to get you started quickly, • Ongoing mentorship from experienced leaders in the industry, • A collaborative, high-performance culture focused on success Ideal Candidate Profile: • Goal-oriented, self-driven, and motivated to succeed, • Comfortable working independently in a remote setting, • Strong communication and interpersonal skills, • Coachable and open to feedback and development, • Previous sales experience is a plus, but not required (we provide full training) This opportunity is ideal for individuals ready to break away from traditional career limitations and step into a role where their income is directly tied to their performance. At Stratford Davis Staffing, your growth is in your hands, and your earning potential is unlimited. Many of our team members have transformed their financial futures by leveraging our system and support, achieving milestones they once thought were out of reach. If you're ready to do the same, apply today and start building your remote sales career. Compensation: This is a 1099 independent contractor position with a commission-based structure, offering full flexibility and no cap on earnings.

Enterprise Account Executive San Francisco (Hybrid, 3 days onsite) Storm2 is partnering with a global payments infrastructure business processing $300B+ annually, powering some of the world's most recognized digital brands. The U.S. GTM team is scaling now, and the top performer at this company cleared $1.4M+ in commissions last year. COMPENSATION • $280K to $320K+ OTE, 50/50 split, • Uncapped commission, • 18-month ramp with MBO earnings paid alongside commission THE ROLE • Full-cycle new logo sales into enterprise accounts ($25M+ revenue), • $200K+ average deal size, 6 to 18 month sales cycles, • Outbound-first motion with roughly 80% self-sourced pipeline, • Selling into finance and product stakeholders WHO FITS • Proven hunter who builds pipeline from zero, • Closing experience in mid-market or enterprise, • Open to 2nd or 3rd-role sellers promoted from SDR/BDR, or seasoned enterprise closers. Both profiles will be considered., • Athlete mindset, thrives in build-mode environments WHY THIS SEAT • Early-stage U.S. upside on a proven global platform, • Real ownership and high visibility as the team scales, • Clear progression path Apply through this posting. All applications are reviewed by Storm2 directly.

External: Who we are: Delta, founded in 1971, is a global provider of power and thermal management solutions. Its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses on addressing key environmental issues such as global climate change. As an energy-saving solutions provider with core competencies in power electronics and automation, Delta's business categories include Power Electronics, Mobility, Automation, and Infrastructure. About the role: Junior Account Manager – AI Solutions Overview We are seeking a motivated Junior Account Manager to support our growing AI Solutions team. This role is ideal for an early-career professional with a strong technical foundation who is looking to develop hands-on experience in customer engagement, program execution, and AI solution delivery. You will support senior account leads and cross-functional teams to ensure customer success and on-time project execution. Key Responsibilities • Support senior account managers in day-to-day customer communication, meeting coordination, and issue tracking., • Assist with project tracking and reporting, including schedules, action items, risks, and weekly status updates., • Help document customer requirements, validation plans, and integration schedules., • Coordinate with engineering, product, data science, and operations teams to support program execution., • Participate in customer meetings, technical reviews, and PoC activities as a learning contributor., • Track deliverables, change requests, and documentation updates., • Support account planning and roadmap alignment activities., • Operate effectively in fast-paced, multi-timezone environments with multiple concurrent tasks. Required Qualifications • Bachelor’s degree in Engineering or a related technical field, • (Electrical, Mechanical, Computer Engineering, or similar preferred.), • 2 years+ of experience in account management, technical sales, engineering support, or program coordination., • Strong communication and organizational skills, • (Ability to prepare summaries, track actions, and communicate clearly with internal teams and customers.), • Detail-oriented and self-motivated, • (Comfortable managing multiple tasks and learning in a fast-changing environment.), • Basic understanding of technical systems, • (AI, software, data systems, servers, or infrastructure exposure is a plus.) Preferred Qualifications (Optional) • Internship or project experience in AI, software, cloud, or data systems, • Exposure to enterprise customers or technical services environments

$55 - $70/hourpayCommercial InsuranceSpecialty InsuranceCommercial P&CUnderwritingLiability CoveragePolicy InterpretationInsurance ComplianceCoverage AnalysisInsurance OperationsAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Insurance Underwriter – Excess & Specialty Job Type: Contractor Location: Remote Job Summary: As a Insurance Underwriter – Excess & Specialty, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Leverage your extensive underwriting expertise to evaluate complex commercial and specialty risk scenarios in the US insurance market., • Analyze, interpret, and structure coverage for excess and specialty lines, focusing on liability, umbrella, and unique risk categories., • Assess policy language and provide nuanced feedback on policy interpretation and coverage analysis., • Identify risk factors, apply sound underwriting judgement, and ensure compliance with industry standards and insurance regulations., • Support the development of AI training data by contributing real-world insights on underwriting practices and coverage operations., • Collaborate in a remote environment, providing clear, effective written and verbal communication to enhance AI system understanding., • Share insight into evolving trends, emerging risks, and innovations within specialty and excess insurance lines. Required Skills and Qualifications: • 4–5+ years of hands-on underwriting experience in commercial lines, specialty insurance, excess casualty, or umbrella products., • In-depth understanding of commercial P&C, liability coverage, and policy evaluation best practices., • Demonstrated expertise in policy interpretation, insurance compliance, and comprehensive coverage analysis., • Experience working with insurance operations in complex or specialty risk environments., • Excellent written and verbal communication skills, with the ability to articulate nuanced underwriting concepts., • Proven track record within the US insurance market or with US-based clients and frameworks. Preferred Qualifications: • Prior exposure to emerging risk types, complex liability structures, or innovative coverage solutions within excess & specialty lines., • Experience collaborating on cross-functional teams or contributing to process improvement initiatives in insurance operations., • Global candidates with deep familiarity with US underwriting standards and commercial insurance practices are strongly encouraged to apply.

Fantastic opportunity for a qualified Conflicts Attorney to join an Am Law 100 firm that's a market leader in its specialist area. This role is 100% remote although individuals must be based and barred in the state of California. Responsibilities • Reviewing and clearing conflicts of interest for new client and matter intake across a fast-paced transactional practice, • Drafting conflict waivers, ethical wall memos, and client consent letters, • Consulting with attorney teams and the Office of General Counsel on complex engagement issues, • Advising on lateral attorney conflicts and restricted party screening, • Helping streamline business acceptance processes, • Staying ahead of ethics developments and jurisdictional rule changes across all office locations Requirements • J.D. and active bar admission in CA, • 2–5 years of transactional conflicts experience, ideally in a mid-to-large law firm, • InTapp experience a plus, • Exceptional communication skills, sharp attention to detail, and a calm head under pressure

Transactional Attorney | Global Investment Firm Location: San Francisco (NYC considered for exceptional candidates with regular travel). 4 days in-office We’re working with a leading global investment firm on a search for a Transactional Attorney as an addition to their Legal & Compliance team. This is a highly visible role supporting sophisticated credit and real estate credit investments across a dynamic, global platform. This is an excellent opportunity for a financing or restructuring attorney looking to transition in-house. You will work closely with investment professionals and gain exposure to a wide range of complex transactions and legal issues. Key Qualifications: • 5–7 years of experience at a top law firm, • Strong background in credit and/or real estate credit financing or restructuring, • Experience drafting and negotiating loan agreements, intercreditor agreements, and related documentation What You’ll Do: • Structure, negotiate, and execute credit and real estate credit financing transactions, • Advise on U.S. legal and regulatory issues related to investments, • Partner with internal teams on operational and cross-functional initiatives, • Support a variety of in-house legal matters across the platform The team is known for being highly collaborative, thoughtful, and low ego, with strong retention and a culture that values long-term growth. This is a unique opportunity to join a top-tier investment platform and do meaningful, high-level work.

Talent Acquisition Coordinator - Exec hiring 📍San Francisco (Hybrid - 3 days a week on site) 💼 6-Month Contract We’re The Rec Hub – we embed brilliant recruitment professionals directly into some of the world’s most exciting tech and scale-up companies. Right now, we’re looking for a Talent Coordinator to join and support the recruitment team of a high-growth Fintech / Payments organisation. Key Responsibilities: • Serve as the first point of contact for candidates, ensuring a smooth and professional experience., • Schedule interviews, manage calendars, and coordinate meetings across multiple stakeholders., • Maintain accurate ATS data and support reporting and recruitment metrics., • Chase feedback and keep hiring processes moving efficiently and on track against agreed SLAs, • Assist with ad-hoc recruitment projects, process improvements, and pipelining. What We’re Looking For • 2+ years’ experience in talent/recruitment coordination., • Must have worked with Exec hiring, managing complex diary requirements for interviews., • Highly organised with exceptional attention to detail and follow-through., • Comfortable managing multiple priorities in a fast-paced environment., • Experience with ATS platforms and recruitment tools., • Confident, proactive communicator with a “get it done” attitude. 💬 Let’s Talk! This is a fixed-term contract with the chance to extend.

Executive Assistant to the Founders About Us Singular Builders is a San Francisco-based construction company focused on delivering complex, design-forward, and technically demanding projects. Our work includes seismic retrofits, ground-up construction, urban infrastructure projects, and high-end commercial interiors across California and Arizona. Founded by industry veterans, the company is quickly establishing itself as one of the fastest-growing construction startups in the Bay Area, with a strong and growing pipeline of complex, design-forward projects across multiple markets. What sets us apart is not just the projects we take on, but how we execute them—through thoughtful problem-solving, strong team collaboration, and a commitment to quality at every level. We are building a team of curious and caring teammates who are driven to get the job done, embrace each challenge, and pursue excellence, and who take pride in the work they deliver. The Role We are seeking a highly capable Executive Assistant to support the founders and leadership team. This is a high-impact role that goes beyond traditional administrative support—you will help keep leadership focused, projects coordinated, and operations running smoothly across multiple active jobs. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, multi-project environment. You will act as a central point of coordination across executives, project teams, clients, and vendors. Key Responsibilities Executive Support • Manage complex and dynamic calendars, prioritizing competing demands, • Coordinate meetings with clients, consultants, subcontractors, and internal teams, • Draft and manage professional correspondence and internal communications, • Coordinate travel logistics and detailed itineraries, • Serve as a gatekeeper and liaison for executive communications, Operations & Project Coordination support active construction projects through documentation, scheduling, and coordination • Track project deadlines, deliverables, and follow-ups across multiple teams, • Assist with permits, contracts, and project documentation organization, • Coordinate with project managers, subcontractors, and consultants, • Help ensure clear communication between office and field teams Financial & Administrative Support • Track invoices, expenses, and reimbursements, • Assist with vendor coordination and basic bookkeeping, • Maintain organized filing and document systems General Support • Assist with company events, meetings, and team coordination, • Build strong cross-functional relationships, • Take ownership of ad hoc projects and problem-solving as needed Qualifications • 5+ years experience supporting executives or leadership teams, • Experience in construction, real estate, architecture, or related industries preferred, • Strong organizational and project coordination skills, • Excellent written and verbal communication, • Ability to manage multiple priorities in a fast-paced environment, • High level of discretion and professionalism, • Proactive mindset with strong problem-solving ability, • Bachelor’s degree preferred but not required Technical Skills • Microsoft Office (Outlook, Excel, Word, PowerPoint, Teams), • Google Workspace, • DocuSign and document management tools, • Familiarity with construction documentation is a plus What We’re Looking For • Someone who anticipates needs rather than reacts, • Comfortable working across office and project environments, • Highly detail-oriented with strong follow-through, • Calm under pressure and adaptable to changing priorities, • Interested in growing with a company over time Why Join Singular Builders • Work directly with experienced founders on complex, high-quality projects, • Be part of a fast-growing company with real momentum in the Bay Area, • Gain exposure to both executive leadership and construction operations, • Play a meaningful role in shaping how a growing company operates, • Join a team that values quality, collaboration, and thoughtful problem-solving Compensation & Benefits • Performance bonus, • Profit sharing, • 401(k), • Health, dental, and vision insurance (with select plans 100% covered by the company), • 4 weeks paid time off, • Paid holidays Work Environment • This is an in-office role based in San Francisco (not remote), • Occasional visits to project sites and meetings, • Some flexibility required based on project and executive needs Equal Opportunity Employer The Company is an Equal Opportunity Employer and does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, religious creed, disability (mental and physical) including HIV and AIDS, medical condition (cancer and genetic characteristics ), genetic information, age, marital status, sexual orientation, military and veteran status, denial of family and medical care leave, or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment. The Company will endeavor to make reasonable accommodation to the known physical or mental limitations of qualified employees with disabilities unless the accommodation imposes an undue hardship on the operation of our business. If you need assistance to perform your job duties because of physical or mental condition, please let Human Resources know.

A well-known, growing, Private Equity firm in SF is seeking an experienced administrative professional to support a senior executive as an Executive Assistant! The ideal candidate will be self-motivated, proactive and a skilled multi-tasker. This role is a flexible hybrid schedule which would require ~1-2 days per week in office. Compensation includes base salary, bonus + fully covered benefits! Responsibilities • Manage complex and detailed calendars for the executive, • Coordinate all global travel arrangements including corporate and personal travel, • Implement strategies for organization and efficiency for the executive office, • Work collaboratively with the Chief of Staff, Personal Assistants and other administrative staff, • Organize events and social engagements, • Complete in person errands local to SF with ability to travel as needed Qualifications • Bachelor's degree required, • 5+ years' experience supporting high-level executives in a similar industry, • Impeccable attention to detail, • Maintain a high-level of confidentiality and discretion, • 24/7 availability, • Ability to travel locally on a regular basis and ability to travel (domestic and international) as needed

Our client is seeking an experienced Executive Assistant to provide high-level administrative support in a fast-paced, team-oriented environment. The ideal candidate is proactive, discreet, and approaches every task with a collaborative, solutions-oriented mindset. Responsibilities: • Heavy calendar management, including complex scheduling and strategic prioritization, • Arrange domestic and international travel logistics, • Manage and submit expense reports, • Greet guests and assist with in-person meetings as needed, • Project manage team events and off-sites as needed, • Assist with daily office operations and provide backup support within the admin team, • Take on various projects outside of the core EA role as they arise Requirements: • 5-10 years of executive assistant experience, within financial services or a related industry, • Bachelor's degree is preferred, • Experience within the financial services industry, • Demonstrated history of working with integrity, discretion, and confidentiality, • Proactive, strategic thinker who understands the downstream impact of decisions, • Strong calendar management skills with the ability to navigate complex scheduling with ease, • Excellent verbal and written communication skills, • Strong organizational skills with the ability to multi-task, • Experience coordinating large meetings and events, • Proficiency in Microsoft Office and Zoom. Experience with Concur is a plus

Job Description Job Summary We are seeking a detail-oriented and experienced Certified Payroll Accountant to manage payroll compliance for public works and prevailing wage projects. The ideal candidate will have strong knowledge of DIR requirements, certified payroll reporting, and construction accounting practices. This role is critical in ensuring full compliance with state and federal labor laws while supporting our growing operations in grading, trucking, and public infrastructure projects. Key Responsibilities • Prepare and submit Certified Payroll Reports (CPRs) in compliance with California Department of Industrial Relations requirements, • Ensure compliance with prevailing wage laws and proper labor classifications, • Review timecards, job allocations, and fringe benefit calculations, • Maintain accurate payroll records across multiple projects, • Submit reports via platforms such as LCPtracker, eCPR, or similar systems, • Track employee classifications, apprenticeships, and wage determinations, • Respond to audits and labor compliance inquiries, • Coordinate with project managers, HR, and accounting team, • Assist with union reporting and fringe benefit tracking (if applicable), • Ensure compliance with federal requirements such as the Davis-Bacon Act (if applicable) Qualifications • 2–5+ years of experience in certified payroll (construction/public works preferred), • Strong understanding of prevailing wage laws and DIR compliance, • Experience with certified payroll systems (LCPtracker, eMars, eCPR, etc.), • High attention to detail and strong organizational skills, • Proficient in Microsoft Excel and accounting software, • Ability to manage multiple projects and deadlines Preferred • Experience in grading, paving, trucking, or heavy civil construction, • Familiarity with union payroll and fringe benefits, • Construction accounting or bookkeeping background Compensation & Benefits • Competitive salary (based on experience), • Bonus opportunities, • Health, dental, and vision benefits (if applicable), • Growth opportunities within expanding companies Company Descriptionwww.rapidtransusa.comwww.rapidtransusa.com

Job DescriptionLooking for a career where attention to detail meets meaningful client impact? We’re hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits. Come Join ReSource Pro! Your Role: ReSource Pro is seeking a Remote Physical Auditor to join our Premium Services Audit team. In this role, you’ll conduct in-person and virtual premium audits with insured businesses to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures. You’ll gather data through onsite visits, interviews, and facility walkthroughs. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. In this role, you will: • Scheduling and conducting onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations. Regular travel is required. Team members should expect to drive up to one hour each way to reach their assigned sites., • Collecting, organizing, and verifying documentation via secure portals, email, or follow-up calls/virtual meetings., • Preparing and submitting detailed audit reports that meet time service expectations., • Maintaining clear and professional communication with insureds and internal stakeholders throughout the process., • Identifying and escalating issues that could impact client satisfaction or carrier relationships., • Collaborating with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture. What you need to be successful: • *Candidates must reside in or in the immediate area of Milpitas, Fremont, Newark, Union City, Hayward, San Leandro, CA., • Ability to travel up to one hour each way to reach assigned audit sites., • High School Diploma or GED., • 3–5 years of work experience, ideally in auditing, accounting, insurance, or a client-facing role preferred., • 1–2 years of independent field-based work experience preferred., • Strong organizational and time-management skills with the ability to meet deadlines., • Proficiency with audit systems and tools; comfort using video conferencing platforms (e.g., Zoom, Microsoft Teams, Nexus)., • Excellent communication and interpersonal skills for building client relationships., • Ability to analyze data, spot discrepancies, and explain findings clearly., • A proactive, professional, and detail-oriented approach. Your Benefits & Perks: • 100% paid employee health insurance available on Day 1, • Eligible for all medical, dental, and vision benefits on Day 1, • Remote positions are Internet stipend-eligible, • 401k with employer match, vested on Day 1, • HSA/FSA available, • Long Term and short-term disability employer-provided, • Generous PTO plan with paid holidays + floating holidays, • Development and growth opportunities, • Comprehensive wellness program and prioritization of employee health Your Compensation: Our hourly ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes benefits and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the hourly range for most locations for this role is $17.25 to $18.67 per hour. Most full-time employees earn an additional $175–$350 per week, bringing total potential earnings to approximately $21–$26 per hour. These additional earnings are consistently achieved by employees who meet standard performance expectations, meaning that active and engaged auditors regularly earn well above the base rate. Actual earnings are performance-based, may vary, and are not guaranteed. The hourly range may vary based on experience and on the specific geographic location in which the candidate resides. Your Interview Process: To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: • Behavioral interview with Talent Acquisition, • Online talent assessment, • Hiring Manager interview*Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Powered by JazzHR klxq7zrV90