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Job DescriptionJob Title: Accounts Payable Specialist (Temp, 2–4 Years Experience)Job Description This temporary Accounts Payable Specialist role focuses on high-volume invoice processing, vendor compliance review, and accurate billing support for a defined 90–120 day assignment, with the potential for extension based on project needs. You will compile and process invoices, reconcile batches, and support bookkeeping activities to ensure timely and accurate payments while preventing duplicate transactions. This position is ideal for an accounting professional with 2–4 years of financial or accounting experience and hands-on exposure to Nexus, Bottomline, and preferably Yardi. Responsibilities • Process high-volume accounts payable invoices from Monday to Friday, 9:00 a.m. to 5:00 p.m., ensuring accuracy, completeness, and timely entry., • Review previous invoices to determine which items require processing and identify those already paid to prevent duplicate payments., • Use Nexus and Bottomline systems to enter, code, and process AP invoices in alignment with established procedures., • Compile data, compute fees and charges, and prepare invoices and billing statements for items purchased or services rendered., • Compute company charges and itemize statements or invoices, ensuring all amounts, terms, and supporting documentation are accurate., • Assist with payroll-related computations as needed, applying basic accounting and mathematical principles., • Prepare itemized statements, bills, or invoices and record amounts due, maintaining clear and organized billing records., • Reconcile batch control totals with source documents or computer listings to locate errors, encode correct amounts, and prepare correction records., • Reconcile and post receipts for cash received by various departments, ensuring proper allocation and documentation., • Perform bookkeeping tasks, including posting data, updating ledgers, and maintaining records related to costs, shipments, and payments., • Support vendor management activities, including reviewing W-9 forms and Certificates of Insurance (COI) for compliance requirements., • Collaborate with internal teams to resolve discrepancies, clarify invoice details, and ensure smooth payment processing., • Maintain adherence to relevant policies, procedures, and regulations related to accounting and financial operations., • Use Microsoft Word, Excel, PowerPoint, and related accounting software to prepare reports, maintain records, and support daily operations., • Manage workload independently, prioritize tasks, and meet deadlines in a high-volume environment., • Demonstrate strong attention to detail and critical thinking when reviewing financial data, identifying issues, and implementing corrections.Essential Skills, • 2–4 years of financial and/or accounting experience in accounts payable, billing, or a closely related function., • Proven experience with high-volume accounts payable invoice processing and reconciliation., • Hands-on experience using Nexus and Bottomline for AP invoice processing., • Strong understanding of accounts payable processes, invoice lifecycle, and vendor payment workflows., • Ability to compile data, compute fees and charges, and prepare accurate invoices and billing statements., • Experience reconciling batch control totals with source documents or system reports and preparing correction records., • Proficiency in basic bookkeeping tasks, including posting data and maintaining cost and shipment records., • Solid verbal and written communication skills for interacting with internal teams and vendors., • Strong attention to detail and critical thinking skills when working with financial data., • Ability to work independently and manage time effectively in a structured, deadline-driven environment., • Ability to apply accounting and mathematical principles to daily tasks and problem-solving., • Knowledge of federal, state, and company policies, procedures, and regulations as they relate to accounting., • Previous experience with computer applications such as Microsoft Word, Excel, PowerPoint, and related accounting software., • High school diploma or GED.Additional Skills & Qualifications, • Associate’s degree in accounting or a related financial discipline is preferred., • Experience with Yardi accounting software is strongly preferred., • Familiarity with vendor management processes, including W-9 and Certificate of Insurance (COI) review for compliance., • Background in computing payroll or supporting payroll-related calculations is a plus., • Experience working in a high-volume, deadline-driven finance or accounting environment., • Comfort working with multiple systems and tools to support AP and billing processes.Work Environment This role is based on-site at a client location in New York, NY, within a professional office environment. The position follows a standard Monday through Friday schedule, from 9:00 a.m. to 5:00 p.m., for a 40-hour workweek. You will work primarily with accounting and financial software, including Nexus, Bottomline, and potentially Yardi, along with Microsoft Office applications such as Word, Excel, and PowerPoint. The environment is structured and detail-oriented, with a focus on accuracy, compliance, and timely processing of high-volume accounts payable and billing activities. Professional business attire is expected in alignment with a traditional office setting. Job Type & Location This is a Contract position based out of New York, NY. Pay and Benefits The pay range for this position is $25.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in New York,NY. Application Deadline This position is anticipated to close on Aug 20, 2026. About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionOur property is growing rapidly and we are looking for a night auditor who loves working with people, possesses a strong commitment to customer satisfaction, and has bookkeeping experience! We provide the tools and training to bolster your hospitality career goals. If you are seeking an overnight position with a team of true professionals, apply today!Compensation: $19 hourly Responsibilities: • Ensure all guests feel they are having an exceptional experience at the property, • Verify, audit, and reconcile all financial records such as room charges, cash drawer activity, credit card transactions, final bill preparation, room charges, and occupancy percentages, • Process additional administrative, bookkeeping. and accounting procedures as required, • Prepare and distribute daily, weekly, and monthly reports to general manager, department heads, and hotel management, • Respond to inquiries, process reservations and check-ins, delegate housekeeping, security, and service requests, resolve guest complaints, and other front office duties as required Qualifications: • Computer proficiency is required; experience with accounting or reservation software is preferred, • High school diploma or equivalent required; some college preferred, • Excellent customer service and communication skills are required, • Overnight shift; requires flexible hours, • Front desk clerk duties, guest services, night auditor or previous hospitality experience is preferred but not required About Company Find us right on Route 3 in Clifton, close to New Jersey’s best attractions. We’re five miles from American Dream’s retail and entertainment complex and The Meadowlands Sports Complex, home to MetLife Stadium. New York City is just 10 miles away.

Job Description Are you an experienced Enrolled Agent who loves solving IRS problems and helping clients get peace of mind? We’re looking for a detail-oriented, proactive Enrolled Agent to join our growing boutique accounting firm. At Saavedra Group, we specialize in tax resolution, tax preparation, and strategic planning for business owners. What You’ll Do: Represent clients before the IRS and state tax agencies in audits, collections, and offers in compromise Analyze client tax issues and develop effective resolution strategies Prepare individual and business tax returns (1040, 1120S, 1065, etc.) Communicate with clients to gather documents and explain resolution plans Collaborate with our team to ensure timely and accurate filings ✅ Requirements: Active Enrolled Agent (EA) license Minimum 2 years of experience with tax resolution and tax prep Comfortable using Drake Software (or willing to learn) Strong communication and follow-up skills Bilingual English/Spanish preferred but not required What We Offer: A supportive team environment with growth opportunities Flexible schedule options Steady flow of tax resolution cases and preparation work Office in North Bergen, NJ Competitive pay based on experience \nCompany Description Saavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring. At Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth. Whether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results. Saavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring.\r\n\r\nAt Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth.\r\n\r\nWhether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionAbout the Opportunity This is an opportunity for an Accountant to join a nationally active title insurance and 1031 exchange platform, supporting a high-volume, multi-state transaction environment. This role sits at the center of financial operations, with a strong focus on escrow accounting, transaction accuracy, and compliance. It offers meaningful exposure to complex real estate transactions and the ability to play a critical role in ensuring smooth, compliant closings across the business. About the Company Our client is a North New Jersey-based firm with a national presence, specializing in title insurance and 1031 exchange services. The platform supports a high volume of residential and commercial transactions, with a reputation for precision, compliance, and operational excellence across multiple states. Role & Responsibilities Escrow & Trust Accounting • Maintain and reconcile escrow and trust accounts, • Process, record, and disburse escrow funds for real estate closings, • Investigate and resolve discrepancies in a timely manner, • Perform monthly three-way reconciliations (bank statement, escrow ledger, trial balance) 1031 Exchange Accounting • Record and track forward, reverse, and improvement exchange transactions, • Monitor exchange timelines and flag at-risk transactions, • Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team, • Maintain proper documentation and audit trails in accordance with IRS requirements General Bookkeeping & Accounts Management • Manage accounts payable and receivable, including premium remittances, • Record daily financial transactions in QuickBooks, • Reconcile bank, credit card, and general ledger accounts, • Process payroll entries, • Manage vendor relationships and ensure timely payments, • Support month-end and year-end close processes Reporting & Compliance • Generate financial reports including P&L, balance sheets, and transaction summaries, • Assist with premium tax filings and multi-state remittance schedules, • Support audits and regulatory reviews, • Maintain records in accordance with title insurance regulations, • Prepare 1099s and required tax documentationQualifications, • 3–5+ years of bookkeeping/accounting experience within title insurance, real estate settlement, or closing services, • Experience processing and reconciling HUD-1 and/or ALTA Settlement Statements (CD/TRID), • Strong understanding of the full real estate settlement lifecycle, • Solid knowledge of escrow accounting and trust account reconciliation, • Familiarity with 1031 exchange rules and Qualified Intermediary processes, • Proficiency with accounting software (QuickBooks preferred), • Strong Excel skills, • Highly detail-oriented with a high degree of accuracy and integrity, • Ability to manage a high volume of transactions in a deadline-driven environment, • Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience)Compensation, Hours, Location, • Salary: commensurate with experience, pls send your salary reqs, • Full-time | Monday – Friday, • Location: North New Jersey (Englewood Cliffs), • Benefits include health coverage, paid time off, and employee savings plan, • Support for continuing education and industry certifications

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionFirm Overview:Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries.At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Job Opportunity and Responsibilities:Stable Rock is seeking a highly collaborative, skilled and detail-oriented Manager to join and support the Accounting & CFO Services team. The ideal candidate will play an important role by preparing and analyzing financial information and ensuring accuracy and compliance. This position offers a unique opportunity to work with a variety of businesses across different industries and at different stages of their lifecycle, contributing to their financial health and success. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility. Key Responsibilities:Develop an understanding of a client's business and aspects of their industry.Client write ups and prepare financial statements on a monthly, quarterly, and annual basis.Review and prepare clear and concise working papers.Organize and consult with clients on transactional issues.Assist with onboarding new clients.Preparation of Key Performance Indicators (KPIs) and other management reports.Assisting and maintaining clients' annual operating plan/budgets.Provide training for new clients and staff in the use of shared software applications.Manage multiple client engagements and projects concurrently with assigned teams.Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams.Contribute to special projects, as needed. Qualifications, Skills, and Experience:Education: Bachelor's degree in Accounting, Finance, or related field required. Experience: 5-7+ years of progressive experience in public accounting or related experience. Experience in Client Account Services is a plus. Certifications: CPA certification required.Skills and Qualifications: Demonstrated understanding of U.S. Generally Accepted Accounting Principles (GAAP) and ability to apply them to financial reporting and analysis.Ability to manage multiple clients/projects and deadlines and handle a fast-paced environment where you can work both autonomously and, in a team-oriented setting.Exceptional organizational, interpersonal, and communication skills. Initiative, commitment to professional development, attention to detail, and client service excellence. Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.Ability to problem-solve and think both creatively and logically.Software and Technology: High proficiency in Microsoft Excel and Word, knowledge of accounting G/L software such as Xero, QuickBooks (desktop and online), NetSuite, and Sage Intacct. Knowledge of E-Commerce platforms, inventory and SaaS software a plus. Location: Hybrid (New York, NY or Elmsford, NY)Compensation: Highly competitive all-in comp ($100,000 to $130,000)Benefits:Medical, Dental, and VisionHealth and Flexible Savings Accounts401(k)Paid time off Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to careers@stablerock.com. Job Posted by ApplicantPro

Job Description Applications won't be considered if not within commuting distance of Uniondale, NY Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Benefits: • 401(k) with a 4% match, • Retirement plan, • Life and Disability Insurance, • Health Coverage: Medical/Pharmacy, Dental, Vision, • Pension PlanCompensation: $75,000+ at plan commission Responsibilities: • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Stay updated about insurance industry changes that may affect customers in your portfolio, • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals, • Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial, • Basic computer skills, including proficiency with the Microsoft Office Suite is required, • Experience using accounting or sales-related software is beneficial, • Candidates must have or be willing to get a license, • Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job DescriptionAbout Valinor Valinor is building a new kind of credit institution — one with the rigor and judgment of a financial firm and the speed and ambition of a technology company. We originate, structure, and distribute institutional-grade credit products natively onchain. The role You own financial and fund control at Valinor. Production is outsourced — bookkeeping, tax, and financial reporting sit with an outsourced accounting provider, and fund administration sits with our fund administrator. You own those relationships end-to-end: you are the sole point of contact for every finance and fund vendor, and the control layer above what they produce — reviewing their output, owning treasury and money-movement procedures, controlling fund operations, and serving as the internal owner of financial accuracy. You are the person who can say at any moment where the firm and the fund stand — and prove it. What you'll do • Finance and fund vendor ownership. Sole day-to-day point of contact for the outsourced accounting provider (bookkeeping and tax), fund administrator, banks, brokerage, and custody providers. These relationships do not route through anyone else at the firm., • Fund operations. Own the fund administrator relationship: daily NAV reconciliation review, sign-off on NAV packages, capital call and distribution execution, and the investor reporting cadence. Own operational readiness for fund events end-to-end. Work with investment team on forecasting, budgeting and scenario analysis., • Fee & allocation review. Review the fund administrator's NAV package, management-fee and incentive/carry calculations, and LP capital allocations for accuracy before sign-off — the internal control layer over what the administrator produces., • Treasury and banking. Own bank and brokerage account administration, bill pay and wire workflows, signer-list maintenance, and cash positioning. Payment approvals remain multi-party with the founders — you run the process and the controls around it., • Financial review. Review and sign off the monthly financials — and the underlying accounting (chart of accounts, journal entries, and GAAP treatment) — produced by our outsourced accounting provider against a documented close-review checklist; own the accuracy of the numbers the team relies on. Coordinate tax filings and the audit relationship., • Compliance controls. Own KYC/AML and investor-onboarding controls in coordination with the fund administrator, vendors and counsel., • Crypto money movement. Execute the procedures and controls for onchain transfers: initiation, coordination, documentation, and reconciliation of onchain activity against the books. Signing and custody authority remain with designated key holders; you own the control framework around them., • Regulatory support. Support regulatory applications and registrations (e.g., investment adviser registration) and build the surrounding control and reporting infrastructure, working with outside counsel and compliance advisors., • Legal coordination. Manage the legal workflow with outside counsel on finance, fund, and regulatory matters: deliverables, deadlines, and costs. Requirements What we're looking for • 5–10 years across fund accounting, fund operations, or controllership at a fund administrator, in financial-services audit, or in-house at an investment firm, ideally with experience in credit / private credit., • You have closed books, reviewed a fund administrator's NAV package, and run a capital call — this role assumes fluency, not potential., • A strong technical accounting foundation: fluent in US GAAP and able to review an outsourced bookkeeper's work — chart of accounts, journal entries, and financial statements — and catch what's wrong., • A controls mindset: segregation of duties, reconciliation discipline, checklists, and clean audit trails are how you think, not chores. Every process you own ends up documented and runnable by someone else — no single points of failure., • Experience managing outsourced providers (accounting, fund admin, tax) in a review capacity — you know how to hold vendors to a standard without doing their job for them., • Clear, proactive communication: risks flagged before they become problems, written status without prompting., • Comfortable in a lean team: this is a hands-on role with no staff — you are the control function., • An automation instinct: you use AI tools as a daily working habit, look at your own function as something to systematize and automate, and know what must stay human — approvals, sign-offs, and judgment. Build Claude-based skills and automations to create a control function that gets faster and tighter as the firm scales, without adding headcount. Benefits • Salary: $140k-200k depending on experience, plus benefits., • Equity Comp, • Reports to: CEO, • Start date: as soon as practical.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionWe are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today.Compensation: $60,000 - $120,000 Responsibilities: • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies, • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims, • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping, • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies, • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations, • Build and maintain meaningful relationships with individuals, families, and business owners to understand their financial goals and needs., • Develop personalized financial strategies, including life insurance, retirement planning, wealth accumulation, and asset protection solutions., • Educate clients on financial products and services while providing ongoing guidance throughout their financial journey., • Prospect and network to generate new business opportunities through referrals, community involvement, and professional relationships., • Conduct client meetings to review financial objectives, assess changing needs, and recommend appropriate solutions., • Deliver exceptional customer service by maintaining regular communication and providing long-term support to clients., • Complete state licensing requirements and participate in ongoing training and professional development., • Maintain accurate client records and ensure compliance with industry regulations and company standards., • Collaborate with experienced mentors and team members to build a successful and rewarding financial services practice., • Continuously develop product knowledge, sales skills, and financial planning expertise to grow your career and better serve clients. Qualifications: • Previous health insurance or life insurance experience a plus, • Previous customer service or experience as a sales representative preferred, • Active Life & Health insurance license is a strong bonus, • Possesses outstanding interpersonal and communication skills, • Skilled with Microsoft Office, • Previous experience in sales, customer service, business development, education, healthcare, hospitality, banking, or other relationship-focused roles is a plus but not required., • Strong communication, interpersonal, and relationship-building skills., • Self-motivated with an enterprising mindset and the ability to work independently., • Goal-oriented with a strong work ethic and a desire to build a long-term career., • Excellent problem-solving, organizational, and time management skills., • Passion for helping individuals, families, and business owners achieve financial security., • Willingness to obtain the required state insurance licenses (Life & Health) with company training and support., • Ability to successfully complete applicable background screening and meet licensing requirements. About Company New York Life is the largest mutual life insurance company in the United States, serving individuals, families, and businesses with a comprehensive range of financial solutions, including life insurance, retirement planning, investments, long-term care, and wealth management. For more than 180 years, New York Life has earned a reputation for financial strength, stability, and integrity while helping clients achieve lifelong financial security. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. Guided by our core values of integrity, humanity, and financial strength, every decision we make is driven by one purpose: to be there for clients when they need us most.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job Description We are seeking an experienced CPA to join a growing public accounting and advisory firm serving individuals, business owners, partnerships, trusts, and estates. This is an excellent opportunity for a tax professional who wants to expand beyond traditional compliance and develop a long-term career in tax planning, estate planning, retirement planning, and wealth management. The ideal candidate has 1–3+ years of public accounting or tax experience, holds an active CPA license, and enjoys working directly with clients. You will work alongside experienced tax and advisory professionals while gaining exposure to complex planning strategies and building lasting client relationships. Responsibilities • Prepare federal and state tax returns for individuals, businesses, partnerships, trusts, and estates., • Prepare and assist with year-round tax planning, projections, and client-specific strategies., • Research federal and state tax laws and apply them to client situations., • Identify tax-saving opportunities and planning strategies for individuals and business owners., • Assist with trust and estate tax matters and related planning., • Support retirement planning, wealth management, and broader financial advisory services., • Participate in client meetings and help communicate tax and financial planning recommendations., • Develop and maintain strong, long-term relationships with clients., • Collaborate with senior tax, accounting, and advisory professionals on complex engagements., • Manage multiple client engagements, deadlines, and deliverables throughout the year., • Maintain accurate workpapers, client records, and supporting documentation., • Assist with accounting, bookkeeping, and other advisory services when needed., • Stay current with changes in tax laws, regulations, and financial planning strategies. Requirements • Active CPA license required., • 1–3+ years of public accounting or tax experience., • Experience preparing individual and business tax returns., • Strong understanding of federal and state tax compliance and regulations., • Experience with partnerships, trusts, or estates is highly preferred., • Interest in developing expertise in tax planning, estate planning, retirement planning, and wealth management., • Strong analytical and problem-solving skills., • Excellent written and verbal communication skills., • Comfortable working directly with clients and building professional relationships., • Strong organizational skills and ability to manage multiple deadlines., • Ability to work additional hours during peak tax seasons., • Ability to work on-site in Oradell, New Jersey. Benefits • Competitive salary based on experience, • Performance-based bonus opportunities, • Health insurance and company-sponsored benefits, • Retirement savings plan, • Paid time off and company holidays, • Continuing education and professional development, • Mentorship from experienced tax and advisory professionals, • Exposure to sophisticated tax and wealth management strategies, • Opportunity to build direct, long-term client relationships, • Long-term career growth within tax and advisory services This opportunity is ideal for a CPA looking to expand beyond traditional tax compliance and develop a long-term career combining tax expertise, financial planning, wealth management, and trusted client advisory services.

Job DescriptionEducation -Bachelor’s degree in Business, Finance, Accounting, or equivalent related experience. Knowledge / Skills / Abilities -Solid understanding of general bookkeeping principles and practices. -Ability to work accurately and efficiently with numerical data and perform arithmetic computations quickly. -Skilled in preparing routine financial reports and records, and following both oral and written instructions. -Skilled in Microsoft Office (especially Excel) and familiar with basic accounting software functions. -Strong interpersonal skills to maintain effective working relationships with colleagues. Experience -Minimum of 3 years of bookkeeping experience, or an equivalent combination of training and experience. Languages: -Mandatory: English proficiency, Preferred: Japanese language skills Key Contacts Internal: -Senior Accounting Manager and team – implement accounting procedures as directed. -Department Managers – coordinate vendor or customer relationships, invoice payments, and resolve account issues. -All Staff – assist with vendor or customer-related invoicing inquiries. External: -Customers – manage invoice delivery and resolve account discrepancies. -Vendors – coordinate invoice payments and address account issues. Job Summary -Responsible for managing all aspects of the accounting function within the Accounting Department for assigned entities, including KDDI America, Inc. (KAM), its subsidiaries, and Telehouse International Corporation of America (TIA). Performs related tasks as directed by the Senior Accounting Director or Senior Accounting Manager. Essential Functions – Accounting Manager -Record vendor invoices in the general ledger. -Process vendor payments accurately and on time. -Prepare routine A/R and A/P reports and coordinate invoice approvals with department managers. -Record issued invoices and customer payments in the general ledger. -Maintain schedules for fixed assets, prepaid expenses, loans, and accrued expenses; post entries to the system. -Execute and review monthly closing tasks and results, ensuring compliance with US GAAP, IFRS. -Prepare and oversee consolidated financial statements, including monthly reporting package to HQ. -Perform fluctuation analysis for Profit & Loss and Balance Sheet accounts. -Provide supporting documentation to internal and external auditors. -Review and recommend improvements to accounting operations and systems. -Enhance functionality and capabilities of the company’s accounting systems. -Support financial tasks for KAM, TIA, and other subsidiaries, as well as special projects in a dynamic environment. -Serve as a knowledge resource for the accounting team and company regarding departmental operations. Support for Executives and Expats -Ensure authorized access for clients, vendors, and visitors in compliance with Security Policies and Procedures. -Provide miscellaneous support, including visitor arrangements and business trip coordination. Salary Range: $70,000 - $100,000 Benefits · Medical, Dental and Vision Coverage · Basic Life Insurance and AD&D · Short-Term and Long-Term Disability Insurance · Flexible Spending Account (FSA) · 401(k) with company match · Paid Time Off (PTO): Vacation, sick, and floating holidays; plus 13 paid holidays · Tuition Reimbursement Program · Employee Assistance Program (EAP) · Wellbeing Solutions Program KDDI America, headquartered in New York, is the US presence of Japan's KDDI Group, a Fortune Global 500 company and leading provider of international IT and communications services. KDDI America was established in 1989 and started as a telecommunications business supporting Japanese multinationals. We have now evolved into a company that provides networks, data centers, system integration, as well as managed service solutions across all industries. Our ability to customize solutions in a major city offering scalability and service that are unparalleled set KDDI America apart from the competition. We provide Ethernet network uptimes of more than 99.999% between regions and guaranteed high performance no matter where. For more information on the information we collect about our applicants and how we use it, see our Privacy Notice at https://us.kddi.com/privacypolicy/. Powered by JazzHR 3u3UI8yjQx

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking an Operations Specialist that will support the daily functions of the Dividend department in our New York office. The role requires someone who will be able to work in a fast-paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team. Responsibilities • Enter applicable departmental data into FINET system, • Apply concept of debits and credits to daily work, • Audit data coding for the department, take corrective action when needed, • Maintain files and storage system records; work with records management vendors, • Perform basic bookkeeping for pledges and releases, • Other functions and tasks as assigned Qualifications • High School diploma or equivalency preferred, • College degree in business, finance, accounting or math is a plus, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, and Outlook), • 3-5 years in Dividends experience Compensation For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60-65K at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About the Job: Self-Clearing Broker Dealer with Specialization in Proprietary Trading in US Equities Markets, headquartered in New York, NY is seeking a highly motivated Deputy CFO to join our dynamic team. Under the direction of the CFO, you will work on day-to-day accounting responsibilities of self-clearing proprietary trading firm. Responsibilities: • Payroll processing and administration including: ADP Workforce Now Time & Attendance administration, new employee set-up, payroll audits, payroll tax reporting and reconciliations, etc., • Ensuring accurate and timely completion of all accounting reports and financials including FOCUS filings., • Responsible for monthly reconciliations and bookkeeping, prepare and submits wire requests as needed, and travel & entertainment expense oversight and accounting, • Actively ensuring the firm is in regulatory compliance with net capital requirements, • Has the ability to develop and maintain concrete accounting policies, processes and systems to ensure optimal controls for the company, • Oversee the monthly close of the company books, the general ledger, and reporting of financial results, • Prepare weekly and monthly management financial health reports which will include, revenue/ expenses as well as financial comments with recommendations, • Has experience creating projections, rolling revenue calculations and Pro-Formas., • Handle treasury functions for Firm and affiliates, • Coordination of audits and the establishment and constant improvement of accounting policies which will include the development of efficient and effective processes that also support key areas of the business as well as internal controls, • Work with upper management in identifying and resolving BD related financial issues and suggesting procedure changes as necessary, • Account Payables/Receivables accounting and expense allocations, • Assist in managing new and existing banking relationships and administration, • Assist in data gathering for all tax filings and annual audit support Requirements • Bachelor’s Degree required / CPA preferred, • Has or willing to obtain Series 27 license, • Microsoft Dynamics GP experience preferred, • 6+ years experience in accounting function at a broker dealer, clearing firm, or financial services industry, • QuickBooks or equivalent accounting platforms and advanced Excel skills required, • Prior Payroll experience preferred, • An understanding of financial reporting systems, procedures, and controls, • Strong analytical, critical-thinking and problem-solving skills, • Ability to effectively communicate and interact with all levels of management and work in a team-oriented environment, • Ability to collaborate effectively with business partner Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Work From Home, • Salary Range: $170,000 - $220,000

Job Description Join our team at Oakland Rehabilitation and healthcare center as a Business Office Manager Proudly supported by Marquis Health Consulting Services Full-time opportunity available Rate Range: 70,000-80,000 (All inclusive) At Oakland we believe that strong financial stewardship and exceptional customer service are essential to supporting outstanding resident care. Guided by our core values of Passion, Respect, and Excellence, the Business Office Manager oversees the center's financial operations while ensuring accurate billing, regulatory compliance, and outstanding service for residents, families, and team members. Responsibilities for Business Office Manager: Oversee the daily operations of the Business Office, including billing, collections, accounts receivable, accounts payable, and financial record management. Ensure accurate and timely processing of resident billing, reimbursements, collections, and financial reporting. Maintain compliance with all federal, state, company, and payer regulations related to business office operations. Partner with residents and families to answer billing questions and provide exceptional customer service. Monitor financial performance and assist with budgeting, audits, and month-end reporting. Collaborate with department leaders to improve operational efficiency and financial processes. Maintain accurate financial records while ensuring confidentiality of resident and business information. Supervise, train, and support Business Office staff to ensure efficient and compliant operations. Qualifications for Business Office Manager: Skilled Nursing experience required. Minimum of two (2) years of bookkeeping or business office experience within a healthcare setting, including accounts receivable, accounts payable, billing, collections, and financial record management. Prior experience in a Long-Term Care, Rehabilitation, or Post-Acute Care setting preferred. Strong knowledge of billing processes, collection practices, reimbursement systems, and financial best practices. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook. Exceptional communication and interpersonal skills, with the ability to interact professionally and compassionately with residents, families, employees, vendors, and community partners. Demonstrated ability to build positive relationships and foster trust through collaboration, accountability, and respect. Strong customer service mindset with a commitment to creating positive experiences for residents, families, and team members. Highly organized with exceptional attention to detail and accuracy. Proven ability to effectively manage multiple priorities in a fast-paced environment while maintaining a positive attitude. Strong problem-solving skills with the ability to identify opportunities for process improvement and operational excellence. Ability to maintain confidentiality and exercise sound judgment when handling sensitive information. Passion for supporting the mission of providing exceptional care and services to residents and their families. Our Core Values in Action Passion – Supporting residents and families through accurate financial services and exceptional customer care. Respect – Building trust through professionalism, confidentiality, and compassionate communication. Excellence – Maintaining the highest standards of financial integrity, operational efficiency, and regulatory compliance. Benefits for Business Office Manager: Tuition reimbursement Employee referral bonus Health, vision, and dental benefits 401(k) with match Employee engagement and culture committee Company-sponsored life insurance Employee assistance program (EAP) resources The facility provides equal employment opportunities to all applicants and employees and prohibits discrimination and harassment of any kind. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local law. All qualified applicants are encouraged to apply.

Job Description Join our team at Spring Grove Rehabilitation and Healthcare Center as a Business Office Manager Proudly supported by Marquis Health Consulting Services Full-time opportunity available Salary range: 75K-95k (Annually) At Spring Grove Rehabilitation and Healthcare Center, we believe that strong financial stewardship and exceptional customer service are essential to supporting outstanding resident care. Guided by our core values of Passion, Respect, and Excellence, the Business Office Manager oversees the center's financial operations while ensuring accurate billing, regulatory compliance, and outstanding service for residents, families, and team members. Responsibilities for Business Office Manager: Oversee the daily operations of the Business Office, including billing, collections, accounts receivable, accounts payable, and financial record management. Ensure accurate and timely processing of resident billing, reimbursements, collections, and financial reporting. Maintain compliance with all federal, state, company, and payer regulations related to business office operations. Partner with residents and families to answer billing questions and provide exceptional customer service. Monitor financial performance and assist with budgeting, audits, and month-end reporting. Collaborate with department leaders to improve operational efficiency and financial processes. Maintain accurate financial records while ensuring confidentiality of resident and business information. Supervise, train, and support Business Office staff to ensure efficient and compliant operations. Qualifications for Business Office Manager: Skilled Nursing experience required. Minimum of two (2) years of bookkeeping or business office experience within a healthcare setting, including accounts receivable, accounts payable, billing, collections, and financial record management. Prior experience in a Long-Term Care, Rehabilitation, or Post-Acute Care setting preferred. Strong knowledge of billing processes, collection practices, reimbursement systems, and financial best practices. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook. Exceptional communication and interpersonal skills, with the ability to interact professionally and compassionately with residents, families, employees, vendors, and community partners. Demonstrated ability to build positive relationships and foster trust through collaboration, accountability, and respect. Strong customer service mindset with a commitment to creating positive experiences for residents, families, and team members. Highly organized with exceptional attention to detail and accuracy. Proven ability to effectively manage multiple priorities in a fast-paced environment while maintaining a positive attitude. Strong problem-solving skills with the ability to identify opportunities for process improvement and operational excellence. Ability to maintain confidentiality and exercise sound judgment when handling sensitive information. Passion for supporting the mission of providing exceptional care and services to residents and their families. Our Core Values in Action Passion – Supporting residents and families through accurate financial services and exceptional customer care. Respect – Building trust through professionalism, confidentiality, and compassionate communication. Excellence – Maintaining the highest standards of financial integrity, operational efficiency, and regulatory compliance. Benefits for Business Office Manager: Tuition reimbursement Employee referral bonus Health, vision, and dental benefits 401(k) with match Employee engagement and culture committee Company-sponsored life insurance Employee assistance program (EAP) resources Join our team at Spring Grove Rehabilitation and Healthcare Center, a 106-bed Sub-Acute, and Long-Term Care facility where compassion and quality care are at the heart of everything we do. Our facility is thoughtfully designed with beautiful common spaces, creating a welcoming, home-like environment not only for our residents but also for our staff. We believe in fostering a positive and supportive workplace where employees feel valued, respected, and empowered to make a difference. Here, you'll be part of a collaborative and dedicated team that prioritizes professional growth, work-life balance, and a culture of appreciation. If you're passionate about providing exceptional care in a warm, inclusive setting, we would love for you to grow your career with us. The facility provides equal employment opportunities to all applicants and employees and prohibits discrimination and harassment of any kind. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local law. All qualified applicants are encouraged to apply.

Job DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation: $120,000+ at plan earnings Responsibilities: • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients, • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met, • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals, • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Remain updated about insurance industry changes that may affect customers in your portfolio, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs, • Working knowledge of accounting and sales lead software is a plus, • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders, • Candidates must have or be willing to get an insurance license, • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job DescriptionAbout EpicWorksEpicWorks provides movement organizations with the values-aligned infrastructure and services they need to fulfill their missions with confidence. We help strengthen the core of their operations by providing essential, dependable services related to people practices, financial management, legal compliance and organizational health. EpicWorks sets up organizations to achieve greater impact. EpicWorks team members specialize in finance, human resources, compliance, legal services, organizational culture and labor relations. Each team member brings years—often decades—of experience supporting organizations fighting for justice. This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power. About This Role Reporting to the Chief Financial Officer, the Controller is responsible for the overall management and integrity of all financial, accounting, and reporting activities across multiple entities including the fiscally sponsored projects of Working Families Organization (WFO). This role ensures compliance with GAAP, regulatory requirements, and internal policies while supporting strategic financial decision-making. As a key member of the finance leadership team, the Controller partners closely with senior leadership to maintain financial stability, strengthen internal controls, and manage the finance team—all in service of advancing EpicWorks’ work to support a range of movement organizations that are working toward racial, gender, economic, environmental, and all forms of justice. The ideal candidate brings a strong commitment to progressive values and understands the rigorous financial stewardship necessary for political organizations. They are an excellent people manager who leads with clarity, accountability, and care, and a diligent communicator who can translate complex financial information into accessible, actionable insights. This role requires someone who can balance technical excellence with values-driven leadership, fostering trust across teams and ensuring our financial systems actively support the integrity and sustainability of the organizations we serve. ESSENTIAL DUTIES AND RESPONSIBILITIESFinancial Management & Reporting • Oversee all accounting operations, including general ledger, accounts payable/receivable, and financial reporting systems, • Ensure compliance with GAAP and all regulatory and audit requirements, • Maintain accurate and timely monthly, quarterly, and annual financial close processes, • Prepare and review financial statements, reports, and supporting schedules, • Analyze financial data and provide insights to support strategic decision-making, • Develop and maintain balance sheet reconciliation processes and supporting schedules, • Perform cash flow management and forecasting, • Responsible for all intercompany transactions, from payments and reconciliations through to audit schedule preparationLeadership & Team Management, • In concert with the Chief Financial Officer, develop team goals and assist direct reports in setting work objectives, • Supervise accounting staff, including staff accountants, and bookkeeping functions, • Provide coaching, guidance, and performance oversight, • Step in to support operational tasks when staffing gaps arise, • Foster a culture of accountability, continuous improvement, and collaborationStrategic & Organizational Support, • Partner with senior leadership on financial strategy and organizational growth, • Act as a financial advisor to internal stakeholders, including board-level engagement when applicable, • Identify process improvements and lead special finance projects, • Maintain strong cross-functional communication across departmentsAudit, Tax & Compliance, • Maintain and strengthen internal controls and financial policies, • Lead all audit processes and serve as primary liaison with external auditors, • Prepare and manage all required tax filings (e.g., Form 990, 5500) and supporting documentation, • Ensure compliance with federal, state, and local financial regulations, • Oversee annual audit requirements for 401k plans, • In partnership with the Payroll team, manage multiple 401(k) employer contributions Grants, Programs & Multi-Entity Oversight, • Oversee accounting for all programs, grants, and fiscally sponsored projects, • Manage financial operations across multiple entities, • Ensure accurate grant tracking, reporting, and compliance, • Provide financial reporting and support to program staff and leadershipTreasury & Banking, • Manage banking relationships, including oversight of accounts with financial institutions such as JPMorgan Chase, • Oversee credit facilities, loans, etc., • Manage cash positioning, wire transfers, and reconciliationsBudgeting & Financial Planning, • Assist CFO with the redesign and management of the annual budgeting process in collaboration with program and leadership teams, • Support forecasting, variance analysis, and financial modeling, • Provide strategic recommendations to improve financial performance, • Support the work of the Revenue Manager by reviewing and updating key processes and serving as a mentor and guide.Systems & Operations, • Assist with the optimization of all financial systems, including fund accounting platforms (e.g., NetSuite, FundEZ), • Manage financial tools such as expense and card systems (e.g., OneCard, Ramp), • Implement and improve financial processes, systems, and internal controls, • Support business registrations and compliance (i.e. Franchise returns & State registrations) in coordination with OperationsSKILLS AND QUALIFICATIONS, • Bachelor’s degree in Accounting, Finance, or related field (CPA and/or MBA preferred), • Minimum 7–10 years of progressive nonprofit accounting/finance experience, including leadership roles, • Strong experience with multi-entity and nonprofit/grant accounting environments, • Demonstrated experience managing audits, tax filings, and financial reporting, • Expertise in GAAP, internal controls, and financial compliance, • Proficiency in accounting systems (e.g., NetSuite, FundEZ, or similar ERP platforms), • Experience managing fiscally sponsored projects and grant reportingCore Competencies, • High level of integrity, professionalism, and accountability, • Strategic thinker with a hands-on, solution-oriented approach, • Strong analytical and problem-solving skills, • Excellent communication skills with the ability to translate complex financial concepts, • Proven ability to manage multiple priorities in a fast-paced environment, • Strong leadership and team development capabilities Additional Attributes • Ability to collaborate effectively with both finance and non-finance stakeholders, • Commitment to continuous improvement and operational excellence, • Experience supporting cross-functional teams and organizational initiativesLOCATIONThis role requires in person work a few days per week in the Brooklyn, NY office.UNION AFFILIATIONEpicWorks is a unionized workplace. This role is a managerial role and excluded from the bargaining unit. EpicWorks' union employees are represented by Workers United affiliated with SEIU and the affiliated Local 1115, Workers United.Salary & Compensation: The final salary will be determined based on an internal equitable scale that takes into consideration years of experience, geographic location, and final job description. The upper end of the salary range is reserved for individuals who significantly exceed the minimum qualifications and years of experience.Applicants must be currently authorized to work for any employer in the U.S. We are unable to sponsor, or take over sponsorship of, employment visas at this time. Diversity, Equity, and InclusionEpicWorks is an equal opportunity employer with a commitment to economic and social justice. Women, people of color, LGBTQ people, people with disabilities, and members of other historically disenfranchised populations are strongly encouraged to apply. Any applicant who requires an accommodation in order to apply for or perform the essential functions of the job should contact us at jobs@workingfamilies.org with the subject line "Application Accommodation" to request such an accommodation. This role will work directly for EpicWorks and will not be employed by Working Families Party or Working Families Power.