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At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service, • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals, • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs, • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations, • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems, • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude, • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:, • High School Diploma or GED Preferred:, • Sales, Collections or Customer Service experience, • Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:, • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances, • Up to 4% matching 401(k), • Employee Stock Purchase Plan (10% share discount), • Tuition reimbursement, • Paid time off (15 days’ vacation per year, prorated based on start date), • Paid sick leave as determined by state or local ordinance (prorated based on start date), • 11 Paid holidays (4 floating holidays, prorated based on start date), • Paid volunteer time (3 days per year, prorated based on start date) PAY: Target base salary range is $19.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service, • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals, • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs, • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations, • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems, • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude, • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:, • High School Diploma or GED Preferred:, • Sales, Collections or Customer Service experience, • Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:, • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances, • Up to 4% matching 401(k), • Employee Stock Purchase Plan (10% share discount), • Tuition reimbursement, • Paid time off (15 days’ vacation per year, prorated based on start date), • Paid sick leave as determined by state or local ordinance (prorated based on start date), • 11 Paid holidays (4 floating holidays, prorated based on start date), • Paid volunteer time (3 days per year, prorated based on start date) PAY: Target base salary range is $19.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Job Summary We are seeking a highly skilled and experienced Senior Accountant to join our team. The ideal candidate will bring strong analytical abilities, sound judgment, and a deep understanding of accounting principles to manage complex financial tasks and support organizational goals. This role requires leadership capabilities, attention to detail, and the ability to work both independently and collaboratively. Key Responsibilities • Perform and oversee a variety of complex accounting tasks and financial analyses, • Apply generally accepted accounting principles (GAAP) in daily operations, • Prepare financial reports, statements, and reconciliations, • Lead and mentor junior accounting staff, • Ensure accuracy, compliance, and timely completion of accounting processes, • Identify opportunities for process improvements and efficiencies, • Collaborate with cross-functional teams to support financial planning and decision-making Required Skills & Experience • Minimum 4 years of accounting experience (required for Senior Accountant applicants), • Strong analytical and problem-solving skills, • Excellent written and verbal communication skills, • Proven ability to plan, prioritize, and accomplish complex tasks, • Solid knowledge of GAAP, accounting standards, and procedures, • Ability to lead the work of others with a high degree of creativity and initiative, • Physical ability to lift, push, and pull at least 5 lbs. and stand for up to 1 hour per day Preferred Skills & Experience • Prior experience in hospital or healthcare accounting, • Experience with ERP systems such as PeopleSoft Financial and/or Lawson Education & Certifications • Required: Bachelor’s Degree in Accounting, Finance, or related field (or equivalent work experience), • Required: Certified Public Accountant (CPA) designation Benefits: Pride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.

Job Description Quality Chevrolet in Old Bridge, NJ is seeking an experienced automotive bookkeeper. Benefits: • Medical, Dental, Vision, • 401k, • At least 1 year of Bookkeeping experience at an Automotive Dealership is required. We will not oonsider applicatants who do not have experience in the Auto Industry., • Strong attention to detail, ability to work independently and ability to multi-task, • Team-oriented and able to work in an open-office environment, • Understand and commit to deadlines and ability to apply appropriate sense of urgency to assigned tasks, • Costing and Posting Finance, • Leasing Deals, • Calculating Salesperson's Commission, • Vehicle Payoffs

Job Description Join BoldAge PACE and Make a Difference! Why work with us? • A People First Environment: We make what is important to those we serve important to us., • Make an Impact: Enhance the quality of life for seniors., • Professional Growth: Access to training and career development. Competitive Compensation: • Medical/Dental, • Generous Paid Time Off, • 401K with Match*, • Life Insurance, • Tuition Reimbursement, • Flexible Spending Account, • Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? BoldAge PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple: We listen to our participants and their caregivers to truly understand their needs and desires. Director of Claims Processing JOB SUMMARY Reporting to the Chief Financial Officer, the Director of Claims Processing is responsible for strategic oversight, operational performance, and continuous improvement of the claims function. This role ensures accurate, timely, and compliant claims adjudication and payment processes, while driving efficiencies, mitigating risk, and enhancing provider and participant satisfaction. The Director partners cross-functionally with Finance, Compliance, Clinical Operations, and Health Plan leadership to align claims operations with organizational goals and regulatory requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Provide strategic leadership and oversight for all claims processing functions, ensuring alignment with organizational goals and regulatory requirements., • Build, lead, and develop a high-performing claims team, fostering a culture of accountability, engagement, and continuous improvement., • Establish and monitor key performance indicators (KPIs), dashboards, and reporting to track performance, identify trends, and mitigate risk., • Oversee the end-to-end claims lifecycle, including intake, adjudication, payment, adjustments, and appeals, ensuring accuracy and timeliness., • Ensure compliance with CMS, state Medicaid, and organizational guidelines, maintaining audit readiness and regulatory adherence., • Monitor and optimize claims performance metrics, including turnaround time (TAT), denial rates, and rework, driving operational excellence., • Lead process improvement and automation initiatives to enhance efficiency, scalability, and first-pass resolution rates., • Partner with Compliance to support audits, investigations, and corrective action plans, and maintain strong internal controls to mitigate fraud, waste, and abuse., • Manage and oversee relationships with third-party administrators (TPAs), clearinghouses, and external vendors, ensuring service quality and performance., • Collaborate cross-functionally with Operations, Finance, Clinical, and Compliance teams to resolve escalations and complex claims issues., • Serve as a key liaison between internal stakeholders and external partners, ensuring alignment and effective communication., • Partner with Finance to ensure accurate claims payments, reserves, budgeting, and financial reporting, while identifying cost containment opportunities., • Drive continuous improvement and adoption of industry best practices, including system enhancements and workflow redesign. EXPERIENCE AND EDUCATION: • Bachelor’s degree in Healthcare Administration, Business, Finance, or related field required, • Master’s degree (MBA, MHA) preferred, • 7–10+ years of progressive experience in claims processing, healthcare operations, or health plan administration, • 3–5+ years in a leadership role managing claims teams, • Experience in PACE, Medicare/Medicaid, or managed care strongly preferred, • Experience working with TPAs or outsourced claims vendors, • 1 year of experience working with a frail or elderly population preferred. If this is not present, training will be provided upon hiring (If applicable for the role). PRE-EMPLOYMENT REQUIREMENTS: • Must have reliable transportation, a valid driver's license, and the minimum state required liability auto insurance., • Be medically cleared for communicable diseases and have all immunizations up to date before engaging in direct participant contact., • Employment with BoldAge PACE is contingent upon successful completion of post-offer pre-employment screening and verification processes BoldAge PACE 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. • Match begins after one year of employment Monday - Friday Full-time Days Full-time

Job DescriptionBentley Edison, part of the renowned Murgado Automotive Group, is a top dealership in Edison, NJ. We proudly represent some of the most iconic automotive brands in the world, providing exceptional sales and customer service experiences. As a family-oriented business, we value our employees and believe in promoting a positive, inclusive, and growth-oriented work culture. If you’re passionate about cars and delivering outstanding customer service, we invite you to join our team! Position Overview:Bentley Edison is looking for motivated and dynamic Automotive Sales Associates to join our thriving dealership. As a Sales Associate, you will help our customers find the perfect vehicle, deliver excellent customer service, and build lasting relationships. Whether you’re experienced in auto sales or looking to start your career, we offer the tools, training, and support you need to succeed in the fast-paced world of automotive sales. Key Responsibilities:Greet and assist customers in the showroom and online with enthusiasm, professionalism, and a customer-first mindset.Understand customer needs and preferences to recommend the right vehicles from our Bentley and Pre-Owned Vehicle lineup.Conduct test drives, vehicle walkarounds, and provide detailed explanations of features, options, and warranties.Use your knowledge and sales skills to close sales deals while ensuring the customer has a positive, no-pressure experience.Build strong relationships with customers and maintain follow-up communication to promote repeat business and referrals.Stay up-to-date with product knowledge, new vehicle features, and current promotions.Assist with vehicle inventory management and ensure vehicles are clean, well-maintained, and ready for sale.Work closely with the finance and service teams to ensure a seamless sales process.Meet or exceed sales goals and performance standards. Qualifications:Prior automotive sales experience is a plus but not required.Strong customer service and communication skills, both in-person and over the phone.A passion for cars and helping customers find the right vehicle to fit their needs.Self-motivated and driven to meet or exceed sales goals.Positive, outgoing attitude with a willingness to learn and grow in the automotive sales industry.Ability to work a flexible schedule, including weekends and holidays.Must have a valid driver’s license and a clean driving record.Bilingual in English and Spanish is a plus (but not required). What We Offer:Competitive compensation with salary + commission.Health, Dental, and Vision Insurance.401(k) retirement plan with company match.Paid time off and holidays.Employee discounts on vehicle purchases, parts, and service.Ongoing training, professional development, and growth opportunities within the Murgado Automotive Group.Friendly, supportive team environment in a state-of-the-art dealership. Why Join Us?At Brickell CJDR, we are dedicated to helping you build a successful and rewarding career. We invest in our team members, providing continuous training, support, and the opportunity for advancement. Whether you’re new to the industry or a seasoned sales professional, you’ll have the chance to thrive in a dynamic, high-energy environment. If you are passionate about cars and people, Brickell CJDR is the perfect place for you to grow and succeed! How to Apply:If you’re ready to accelerate your career in automotive sales, we want to hear from you! Please submit your resume at Bentley Edison. We look forward to having you on our team!Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status. We are an employer who participates in the E-verify program with the Department of Homeland and Security. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description • We are hiring immediately for a XXX position., • Location: Note: online applications accepted only., • Schedule:, • Requirement: About Canteen: Canteen brings break time to everyone. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees. Canteen’s solutions include markets, office coffee and snacks, unattended retail, and culinary. Our people are at the heart of everything we do. Their dedication, collaboration, and passion fuel our growth. Interested in joining our team? You bring the enthusiasm, customer service, and commitment; we’ll supply the opportunity and innovation. Together, we’ll continue to transform our industry. Come for the job, stay for the career. We are Canteen. Job Summary STAFF ACCOUNTANT The Staff Accountant provides critical financial, operational, and reconciliation support for the Market, Office Coffee Service (OCS) and Vending business units. This role is instrumental in maintaining accurate financial records, ensuring cash and inventory integrity, while supporting day to day operations across warehouse, billing, and field service functions. The ideal candidate is highly detail oriented, technologically adaptable, and thrives in a fast paced, collaborative environment. Key Responsibilities: • Financial & Inventory Reconciliation, • Perform detailed warehouse and inventory reconciliations to ensure accuracy across OCS and Vending operations., • Review, validate, and maintain financial records to support timely and accurate reporting., • Investigate cash shortages/overages, inventory variances, and warehouse discrepancies; collaborate with operations to identify root causes and implement resolutions., • Review client and/or 3rd party contracts to identify and interpret financial obligations., • Ensure compliance with contract terms and commitments including commissions, payment terms, etc., • Prepare monthly journal entries, payments, and reconciliations for such contractual obligations. Accounts Payable & Accounts Receivable Support • Create customer orders and process invoices; support accounts receivable activities including payment tracking, reconciliations, and follow up., • Assist with accounts payable functions as needed, ensuring all transactions are properly documented and recorded in accordance with company policies. Pricing & Product Maintenance • Execute and maintain product pricing updates for OCS and Vending categories, ensuring system accuracy and adherence to company standards. Operational Troubleshooting & Cross Functional Support • Troubleshoot vending machines equipped with credit card readers; coordinate installations, removals, and service requests with field and technical teams., • Partner daily with warehouse personnel, route drivers, and field operations to resolve issues related to cash handling, billing, inventory, and equipment performance. Administrative & Compliance Support • Complete data entry, maintain supporting documentation, and assist with internal and external audit activities., • Safeguard sensitive financial data and ensure compliance with internal controls, policies, and procedures. Qualifications • Bachelor’s degree in Accounting, Finance, Business, or a related field preferred; equivalent experience considered., • 3-5 years of experience in accounting, accounts payable/receivable, reconciliation, or operational support preferred., • Proficiency in Microsoft Excel, including formulas and pivot tables., • Comfort working with vending technology, credit card readers, and basic equipment troubleshooting., • Strong communication and interpersonal skills, with the ability to collaborate effectively across warehouses, field, and administrative teams., • Exceptional organizational skills and attention to detail. Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program. Full-time positions also offer the following benefits to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs). Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. About Compass Group: Achieving leadership in the foodservice industry Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. Certain positions may require Florida Level 2 background screening. Details: Applications are accepted on an ongoing basis. Canteen maintains a drug-free workplace. Canteen

Job Description An insurance agency that has agency/brokerage relationship with multiple carriers in P&C, life/Health, etc. We specialize in personal insurance such as auto, home, life, as well as commercial insurance Responsibilities: Contact new prospects and make appointments with customers to consult on products and services Provide quote to customers and explain benefit and features Monitor the customer files and follow up with customers on renewals, billings, feedback, etc. Review customers' policies and insurance needs and introduce products accordingly Educate customers on product features, insurance concepts, etc. Conduct correspondences with customers in different ways Assist in office administration and marketing Requirements: Motivated professionals with people skills, attention to details and listening skills Ready to learn everyday and eager to help customers in every possible way. All background welcomed to apply but it would be helpful to have business, finance, accounting, insurance or law experiences Willing to obtain auto, home, life and health insurance licenses. We offer: Base salary Unlimited commission/bonuses linked to production and performance Routine training and daily learning providing long term career development in the financial services industry

Job Description Brand Representatives/Genius Open Road Auto Group embodies a diverse culture of talent, leadership, and professionalism in an environment that supports and encourages innovation, accountability, growth, and fun. This is the “Road Most Travelled” and the “Road Most Successful. Sales Representative Responsibilities: • Brand Representatives interact and consult with customers to guide them through their vehicle experience. Their goal is to create a simple, educated and fun experience. They assist customers in selecting the right vehicle for their lifestyle., • Create and build client relationships, • Present vehicle attributes, model options, features, purchase and finance options and store policies and services to customers., • Facilitate customer test drives., • Ensure timely follow up and maintain strong relationships with previous and prospective customers., • Track customers using store CRM tools., • Stay certified with all new brand knowledge., • Prepare vehicles for customer delivery., • Maintain appearance and cleanliness of store showroom and vehicle lot., • Review all the “bells and whistles” to create an enjoyable ownership experience. Sales Representative Qualifications: • A team player focused on providing exemplary customer service, • Self-motivated with the ability to set and achieve targeted goals, • Experience in automotive sales, is a plus, • Excellent interpersonal communication skills, • Excellent organizational and time management skills, • Ability to multi-task in a fast-paced work environment, • Working knowledge of computers, • Be at least 18 years of age, • Possess and acceptable driving record and a valid driver's license in your state of residence. Open Road Auto Group owns and operates over twenty-five automotive facilities including seventeen dealerships throughout the New York/New Jersey metropolitan area. Currently, we are ranked as one of the largest automotive groups in the nation by Automotive News. We specialize in providing “in-demand” vehicles, both new and pre-owned, for our customers who have come to expect a “Five Star customer service experience”. With over 50 years of automotive experience, our mission is to remain one of the premier automobile retailers in the country, providing the best opportunities for our team members, customers and communities. We understand and acknowledge the importance of our customers and in doing so; we strive to develop a highly motivated, world-class, workforce that is committed to satisfying their needs. At Open Road we know our employees, and their achievements, drive our culture and success. Our Total Compensation Rewards Program includes: BASE PAY - Determined by competitive market pay rate for your job, your skills, experience and performance BONUSES - Rewards achievement of specific business goals, in eligible positions BENEFITS - Include wellness coverage, optional benefits, income protection, 401(k), purchase programs, such as: • Medical, Dental and Vision Plans, • Vacation Time, • Personal Time, • Short and Long Term Disability, • Life Insurance, • 401(k) Retirement Plan with employer match, • Manufacturer Certifications, • Leadership Training Programs, • Vehicle Purchase Discounts, • Wellness Initiatives flL7AzbsUz

Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1