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Key Responsibilities Design, build, and maintain Copado Robotic Testing scripts for Salesforce business workflows Provide manual testing support for large initiatives and high-risk changes Partner with the CRM team to validate releases through pre- and post-deployment testing Required Qualifica

Job Description Our client, an established financial firm with over $30 billion in investment management, is looking for a Business Systems Analyst to join the team and assist with the transition to Advent Geneva. Summary: The BSA is responsible for ensuring all stakeholders, in the front, middle and back-office are able to take advantage of capabilities. The position will bridge the gap between business needs and technical capabilities with Advent Geneva. Responsibilities: Collaborate with internal and external groups to analyze and document software features, platform capabilities, and processes Perform detailed data analysis working with the Fund Accounting, Investor Relations, Operations, and Risk teams Create user stories, define acceptance criteria, review test plans and cases Provide user support to Fund Accounting, Investor Relations, Portfolio and Credit Administration and Risk Perform data governance and data modeling between various systems Use SQL, Python, APIs, etc. for data on internal and external reports Collaborate with the analytics team to source data sources for consumption Partner with external consultants to perform various system implementation tasks Skills: 6+ years of Business Systems Analyst experience Extensive experience with Advent Geneva required Strong understanding of financial markets, investment products, and buy-side workflows like equity research, trading, portfolio management Experience working in Agile/Scrum framework Experience working with loan IBOR, Portfolio Management, and Performance systems Technical proficiency with Azure DevOps, JIRA, Confluence, Visio/Figma, SQL, BI tools, CRM platforms, and Rest APIs. Bachelor's degree in a relevant field

Job Description Title: Monitoring, Evaluation and Research Analyst GWI Level: Associate Location: New York, NY (Hybrid: in office 3-4 days per week) About the Organization Girls Who Invest (GWI) is a nonprofit dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders. GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong Alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement. The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent. To date, over 4,000 GWI Alumni have been educated and trained in just nine years. Of our Alumni working full time, more than 75% stay in the industry. To learn more, visit girlswhoinvest.org. About the Opportunity The Monitoring, Evaluation and Research Analyst will play a vital role in strengthening GWI’s data, evaluation, and technology infrastructure, reporting to the Manager, Evaluation, Data, and Technology. This role will take ownership of tactical data processes — cleaning, validating, and maintaining cross-system data integrity, supporting dashboards and reporting, and assisting in survey design and analysis across the organization. As GWI continues to professionalize its data ecosystem, the Monitoring, Evaluation and Research Analyst will be essential in ensuring data accuracy, surfacing insights for decision-making, and maintaining consistent data flows across Salesforce, Slate, Act-On, Canvas, the Alumni Career Portal, and related platforms. This is an exciting opportunity for a detail-oriented and impact-driven analyst who thrives on problem-solving in evolving environments and wants to build a foundation for data-driven nonprofit impact in the asset management industry. Requirements Reporting and Analysis ● Build and maintain dashboards and recurring reports for staff and leadership (e.g., Annual Report metrics, Alumni Survey data, Program Performance reports). ● Prepare clean, well-documented data sets for deeper analysis by the Manager, Evaluation, Data, and Technology. ● Create accessible visualizations and one-pagers to communicate findings to non-technical audiences. ● Respond to ad-hoc data requests across teams with accurate and timely pulls. ● Collaborate directly with teams across the organization on data projects under the direction of the Manager, Evaluation, Data, and Technology. Data Quality and Management ● Execute day-to-day data hygiene across GWI’s systems (Salesforce, Slate, Act-On, Canvas, Career Portal). ● Manage deduplication processes, cohort creation, and audit protocols to ensure reliable reporting. ● Track and document cross-system data flows and flag inconsistencies. Evaluation and Surveys ● Assist with survey design and administration across the organization, ensuring alignment with GWI’s survey framework. ● Clean and analyze survey results, producing initial descriptive statistics and thematic summaries. ● Manage alumni and partner survey data integrations into Salesforce and other systems. Technology and System Support ● Partner with system leads to streamline processes such as cohort uploads, internship tracking, and event reporting. ● Support integration of new tools (e.g., Coefficient, event management software) into Salesforce and other platforms. ● Manage consistent identifiers across systems to improve efficiency of data lookups and analysis. ● Document processes and contribute to training materials to improve staff data literacy. About the Successful Candidate: The successful candidate will be a detail-oriented, analytical thinker who is passionate about using data to drive social impact within the asset management industry. They will thrive in a collaborative environment, building strong relationships across teams while maintaining high standards for data quality and accuracy. They will be eager to learn, adaptable, and committed to supporting GWI's mission of transforming the investment management industry. Professional Experience ● 3-5 years of relevant experience in data analysis, evaluation, or related work required; nonprofit or education sector experience strongly preferred. ● Hands-on experience with Salesforce required; experience with Slate, SQL, Act-On, or other CRM/marketing/education platforms a plus. ● Strong Excel/Google Sheets skills (pivot tables, formulas, charts); experience with visualization tools (e.g., Tableau, Power BI) highly desirable. ● Familiarity with survey tools (SurveyMonkey or Qualtrics) and descriptive statistics. ● Some exposure to SQL, R, Python, or similar languages is a plus but not required. Skills and Attributes ● Exceptional attention to detail and accuracy; passion for cleaning, validating, and structuring data. ● Proven ability to manage multiple projects and deliver high-quality work on deadline in a fast-paced, evolving environment. ● Excellent written and verbal communication skills, with the ability to translate data into user-friendly formats. ● Proactive problem-solver who takes initiative to identify issues and propose solutions. ● Collaborative team member with an interest in growing into more advanced analytics over time. ● Strong commitment to GWI’s mission and values, with curiosity about investment management and industry diversity. GIRLS WHO INVEST’S PRINCIPLES ● Performance: Building investment teams to drive better outcomes and create meaningful impact ● Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape ● Community: Accelerating careers through the power of community and connection ● Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives COMPENSATION: Current compensation range expected: $80,000-$95,000per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package. Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description About Fin Fin is a next-generation payments platform built for high-value, global, and instant transactions. We are a Series A-stage company backed by Sequoia, Circle, and other notable investors. Powered by stablecoins, Fin enables users and businesses to move millions of dollars in seconds - whether to other Fin users, directly into bank accounts, or across crypto rails. By combining the speed of crypto with the reliability and trust of traditional finance, Fin reimagines how money moves worldwide. If banks and payment products were reinvented today, they would look like Fin. Role Overview We are hiring our first Fraud/Risk Analyst to join our Risk & Compliance team . This role will focus on identifying, analyzing, and mitigating risks associated with digital asset transactions – including ACH fraud and compliance with applicable regulations like the Patriot Act and Bank Secrecy Act. This is a critical position, reporting directly to the CEO, and will require a combination of technical, analytical, and regulatory expertise to build a robust fraud detection and risk assessment framework from the ground up. Key Responsibilities * Develop and implement a comprehensive risk management strategy tailored to the evolving digital asset landscape. * Take action to resolve automatically flagged transactions and individuals * File suspicious activity reports as required * Monitor and analyze transaction data to detect potential fraud, suspicious activities, and emerging risk trends. * Utilize advanced data analysis techniques and fraud detection tools to identify anomalies and potential security threats. * Create and maintain risk assessment models to evaluate the financial and reputational impact of potential fraud incidents. * Partner with the engineering team to design and implement fraud detection systems, leveraging machine learning and predictive analytics. * Ensure alignment with regulatory requirements, including AML, KYC, and digital asset regulations. * Draft detailed reports and dashboards on risk findings, fraud incidents, and risk mitigation strategies for senior leadership and stakeholders. * Lead cross-functional risk assessments for new product launches, ensuring security and fraud prevention measures are integrated into product design. * Stay abreast of emerging risks in the digital asset space, including regulatory changes and new fraud tactics. * Develop incident response plans for fraud detection and participate in incident response drills to assess and enhance our risk management framework. Qualifications * Bachelor's degree in Finance, Economics, Computer Science, Data Science, or related field. * 5+ years of experience in fraud analysis, risk management, or financial crime prevention, ideally within fintech, digital assets, or blockchain environments. * Demonstrated experience with fraud detection systems, transaction monitoring tools, and data analysis platforms (SQL, Python, R). * Strong knowledge of digital asset platforms, blockchain technology, and stablecoin ecosystems. * Experience with regulatory compliance, particularly regarding AML, KYC, and financial crime prevention. * Exceptional analytical and problem-solving skills with a data-driven approach to decision-making. * Strong written and verbal communication skills, with the ability to clearly articulate complex risk findings to non-technical stakeholders. Preferred Qualifications * Certifications such as Certified Fraud Examiner (CFE), Certified Risk Manager (CRM), or CAMS. * Experience with machine learning models for fraud detection and predictive analytics. * Familiarity with incident response protocols and risk mitigation frameworks in financial services. * Prior experience in a fast-paced startup or scaling fintech environment. Compensation Range: $100K - $175K

Job Description Location: New York, NY (In-office, SoHo) Work Model: Onsite, 5 days per week Industry: B2B SaaS / Workflow Automation / AI Compensation: Competitive base salary + meaningful equity About Our Partner Our partner is a fast-growing B2B SaaS company building automation tools that eliminate manual data entry. Their platform extracts and structures information from documents, PDFs, and emails directly into spreadsheets and external systems — helping mid-sized companies in industries like manufacturing, logistics, and healthcare save time, reduce errors, and scale operations more efficiently. The company has grown from zero to seven figures in ARR in less than a year, driven by a strong product-led growth motion and support from top-tier investors. The team works in-person from their SoHo office, moves quickly, and values ownership, precision, and initiative. Their mission: make data entry obsolete by turning unstructured information into clean, structured, usable data automatically. The Opportunity Our partner is hiring a Business Operations Analyst to help strengthen go-to-market and internal operations. This is not a narrow reporting role — you’ll work directly with the CEO and CBO on a range of high-impact projects that span outbound, pipeline operations, customer success, and partnerships. You’ll be embedded at the center of a fast-growing startup, taking ownership of initiatives that improve efficiency, generate revenue, and scale operations. It’s an ideal opportunity for someone early in their career who thrives in dynamic environments and wants to build systems, solve problems, and grow into BizOps Lead, RevOps, or Chief of Staff as the company scales. Responsibilities • Drive outbound prospecting efforts and support top-of-funnel pipeline generation, • Maintain accurate CRM and pipeline data to improve reporting and visibility, • Support customer onboarding and product success initiatives, • Assist with partner sourcing, outreach, and onboarding, • Run client nurturing campaigns that drive account expansion and retention, • Take ownership of ad hoc projects that improve scalability and operational efficiency across teams Requirements • 0–3 years of experience in a GTM role (BizOps, SDR, RevOps, or Customer/Product Success), • Strong analytical and organizational skills; confident in spreadsheets (Google Sheets/Excel), • Excellent communicator with high emotional intelligence and cross-functional collaboration skills, • Detail-oriented, process-driven, and proactive in problem-solving, • Self-starter with an ownership mindset and a bias for action, • SQL familiarity is a plus but not required

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Health insurance, • Paid time off, • Training & development About LoanBud LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit. Position Overview Were hiring a Credit Analyst to evaluate and prequalify SBA 7(a) transactions, compile complete lender-ready packages, and submit files for underwriting. You will analyze cash flow, build DSCR calculations, collect and track documents, and collaborate with buyers, sellers, brokers, and lenders to move deals efficiently from inquiry to approval. Prior M&A or business-brokerage experience is a plus. Key Responsibilities • Deal Screening and Prequalification: Review listings and buyer scenarios for SBA 7(a) eligibility; assess structure, DSCR, working capital, and debt capacity; flag issues and propose mitigants., • Credit Analysis: Build pro forma P&Ls, cash-flow statements, debt schedules, and sensitivity cases; evaluate add-backs, owner compensation, and collateral; summarize strengths, risks, and conditions., • Packaging and Submission: Assemble complete loan packages and lender forms; draft concise credit write-ups; submit to lenders and manage follow-ups through screening and underwriting., • Document Collection: Own checklists and timelines for financials, tax returns, bank statements, personal financial statements, purchase agreements, and related materials; drive stakeholder responses., • Stakeholder Coordination: Communicate with internal teams, buyers, sellers, and brokers; schedule calls; track milestones; keep CRM/LOS records current and accurate., • Process Improvement: Standardize templates and Excel tools; suggest automation to speed analysis and packaging.Requirements, • Bachelors degree in Finance, Accounting, Economics, or related field (or equivalent experience)., • 13+ years in credit analysis, underwriting support, corporate finance, investment banking, or business brokerage; SBA 7(a) exposure preferred., • Strong cash-flow analysis skills with command of DSCR and debt-capacity concepts., • High proficiency in Excel (financial modeling, pivot tables, lookups) and comfort working with PDFs and statements., • Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven., • Nice to have: prior M&A or quality-of-earnings experience; familiarity with tax returns and common add-backs.Location The position is office-based in New York City, supporting our collaborative and interactive company culture. Compensation & Benefits • Compensation: Base salary $60k $80k plus commission., • Comprehensive health, dental, and vision insurance., • Generous paid time off to support worklife balance., • Competitive 401(k) plan with substantial company matching.Application Process Interested candidates are invited to submit a detailed rsum and a compelling cover letter that explains their suitability for the role and their motivation to join LoanBud. LoanBud is dedicated to creating a diverse and inclusive work environment. We are an equalopportunity employer and welcome applications from all qualified candidates. Be Part of Our Growth Story Join LoanBud and help more entrepreneurs close on great businesses. Your analysis will directly accelerate approvals and unlock capital for small-business owners nationwideapply today and help shape the future of how small businesses access SBA financing.

Job DescriptionSamba TV tracks streaming and broadcast video across the world with our proprietary data and technology. We are on a mission to fundamentally transform the viewing experience for everyone. Our data enables media companies to connect with audiences for new shows and movies, and enables advertisers to engage viewers and measure reach across all their devices. We have an amazing story with a unique perspective on culture formed by a global footprint of data and AI-driven insights. The Programmatic Revenue Analyst plays a pivotal role in driving financial accuracy and transparency across Samba TV's comprehensive programmatic portfolio, including Data Segments, PMP deals, Managed Service, and Open Exchange (OX) solutions. As the owner of the revenue reconciliation process, this position sits at the critical intersection of adtech platforms, revenue operations, and data analytics. The role demands a unique blend of technical prowess and deep programmatic advertising expertise to navigate complex platform relationships and revenue models. The ideal candidate is a data-driven problem solver who can translate intricate programmatic metrics into actionable business insights. They thrive in a dynamic environment where they can tackle multiple high-stakes priorities while maintaining impression-level precision across billions of monthly transactions. This position offers the opportunity to build a streamlined revenue operations system at a company that's fundamentally transforming how brands leverage TV data across the entire media ecosystem. Requirements: must live within 50 miles of a Samba Office in NYC. Required in office 3 days a week (Tuesday-Thursday) with a possibility of increasing in the future.How You Will Grow • Own end-to-end monthly revenue reconciliation process across all programmatic offerings using Power BI and Azure, • Ingest, clean, and normalize usage reports from multiple activation platforms, including DMPs (Liveramp, Semasio), SSPs (Magnite, Freewheel, OpenX, Xandr Curate, Pubmatic), CTV AdServers (Springserve), and DSPs (The Trade Desk, Xandr Curate, DV360), • Map all programmatic product usage data to Salesforce Opportunities and Product Line Items to ensure accurate revenue attribution, • Build and maintain comprehensive dashboards that provide visibility into programmatic revenue streams, • Analyze and validate impression data, CPMs, Traffic Acquisition Costs (TAC), and revenue share agreements across different usage reports, • Proactively investigate and resolve revenue discrepancies between platform usage reports and Salesforce opportunities to maintain data integrity and accurate forecasting, • Drive cross-functional alignment between Finance, Sales, and Operations teams to ensure timely and accurate revenue recognition, reporting, and billing processes, • Analyze platform performance metrics to deliver actionable revenue insights and growth opportunities to key stakeholders across Sales, Finance, and Executive teams, • Lead process automation initiatives and develop strategic recommendations for new tools and technologies to optimize the monthly reconciliation workflow.Requirements, • 5+ years of experience in programmatic advertising, adtech, or data analysis, • Degree in Business Analytics, Data Science, Computer Science, or related field, • Deep understanding of programmatic advertising metrics (impressions, CPMs, revenue shares) and usage reports across DMPs, SSPs, DSPs, and ad servers, • Advanced Excel and Google Sheets experience with experience writing scripts, • Experience with tools like Power BI, Tableau, Datorama, Looker, • Proficiency in Salesforce CRM and ability to understand complex data relationships, • Meticulous attention to detail and ability to investigate data anomalies, • Excellent problem-solving skills with the ability to work independently, • Strong communication skills to effectively collaborate with cross-functional teamsPreferred Qualifications, • Experience with Python (Pandas) or R for data analysis and automation, • SQL proficiency for querying and analyzing large datasets, • Knowledge of APIs and data integration concepts, • Experience with version control systems like Git

Job Description Hybrid – New York City (Preferred hiring location) | Remote (U.S. candidates welcome to apply) REPORTS TO: Head of Marketing & Communication SPS is seeking an accomplished Marketing Director to design and execute innovative, data-driven marketing strategies that elevate SPS's brand, expand market visibility, and accelerate pipeline and revenue growth across our Connected Workplace solutions. This senior, hands-on leadership role requires deep expertise in Account-Based Marketing (ABM)/Identify Marketing, modern MarTech, digital demand generation, AI-driven marketing & personalization, and enterprise-level engagement. The ideal candidate has a proven track record influencing B2B Fortune 100/500 clients, orchestrating multi-channel campaigns, generating compelling content, and representing an organization at industry events or executive forums. KEY RESPONSIBILITIES Strategic Marketing Leadership • Develop and lead integrated marketing strategies to drive brand awareness, market penetration, and revenue growth., • Champion SPS's market positioning and ensure consistent, compelling messaging across all marketing channels., • Lead the development and continuous refinement of SPS's ABM strategy, targeting high-value enterprise accounts., • Serve as an advisor to Sales, Solutions, and Executive Leadership on market insights and marketing opportunities. Campaign Development & ABM Execution • Develop and lead data-driven account-based marketing (ABM) strategies targeting high-value prospects and clients leveraging data insights, intent signals, and persona-based targeting., • Lead digital campaigns (email, social, paid media, SEO/SEM, webinars, and events) from strategy through optimization including analysis of campaign performance data to provide actionable recommendations to improve performance., • Oversee the development of various campaign assets to yield highly professional look & feel, and within the corporate branding guidelines., • Manage detailed tracking of leads from inception to close, ensuring strong alignment with the sales process. Content Strategy & Thought Leadership • Thought-leadership and customer-centric content creation and curation of whitepapers, case studies, presentations, industry insights, and sales collateral, et. including writing from scratch., • Create, curate and adapt global and local content to support regional campaigns and growth priorities., • Strong ability to create and manage consistent compelling message delivery on SPS' unique value proposition to senior enterprise audiences., • Support thought leadership visibility through speaking engagements, webinars, and event hosting., • Curate and adapt global and local content to support regional campaigns and growth priorities. Events, Experiences & Executive Engagement • Lead planning and execution for strategic events such as client summits, executive roundtables, analyst sessions, and conferences., • Develop messaging, storytelling, and content for SPS to deliver at events., • Host or chair events when appropriate, ensuring alignment to SPS's narrative and brand. Modern Marketing Technology, Analytics & Optimization • Manage and optimize SPS's marketing technology stack, where possible, including marketing automation (Oracle CRM & Eloqua, ABM platforms, LinkedIn Ads, Google Ads, and analytics tools., • Stay current on emerging marketing trends and technologies, introducing new processes, tools and approaches to keep company marketing at the forefront., • Implement AI-driven personalization, predictive analytics, automated workflows, and modern optimization methodologies., • Interpret, managed and develop executive-ready reporting and dashboards for campaign analytics, attribution, and pipeline impact. Leverage tools such as Looker Studio advanced data manipulation. Cross-Functional Collaboration • Partner closely with Sales, HR, Communications, and Business Unit leaders to support integrated campaigns and enterprise initiatives., • Collaborate with the sales team to enable sales activation, develop content generation ideas, deliver account insights, and produce customized collateral, follow up on leads and provide support needed to ensure tracking is enabled., • Support internal communications and brand alignment projects as needed., • Ensure deadlines are met while producing high-quality, professional deliverables. QUALIFICATIONS & EXPERIENCE • Minimum 10 years of B2B marketing experience with strong focus on ABM, demand generation, content, and digital marketing., • Demonstrated success building and executing ABM programs for Fortune 100/500 organizations., • Proven expertise with modern marketing platforms, AI-driven optimization, automation tools, and CRM systems., • Strong writing, storytelling, and communication skills, with experience influencing senior audiences., • Experience hosting or speaking at industry events, webinars, or executive forums., • Strong visual sensibility and ability to oversee design and formatting of marketing collateral., • Highly organized with the ability to manage multiple simultaneous projects in a fast-paced environment., • Bachelor's degree required; advanced degree or marketing certifications preferred. SPECIFIC APPLICATION & SKILLS • Proficiency with tools such as Oracle, Eloqua, HubSpot, Mailchimp, Oktopost, and other email marketing platforms., • Expertise with LinkedIn Ads, Google Ads, SEO/SEM, and paid media optimization., • Advanced skills in Microsoft Office, particularly PowerPoint (executive-ready presentations), Word, and Excel., • Experience with analytics platforms such as Looker Studio., • Familiarity with CRM systems and integrated lead management workflows., • Ability and willingness to develop and adopt new processes & tools quickly. SUCCESS MEASURES • Account Engagement & Lead Generation: Increased interaction from target accounts—site visits, email engagement, content downloads, event participation—with measurable improvements in campaign ROI and pipeline contribution., • Campaign Performance: Demonstrated lift in ROI, conversion rates, and overall channel effectiveness through data-driven optimization and execution., • Content Generation & Utilization: High-quality, high-performing assets with strong adoption—tracked through downloads, shares, personalization usage, and relevance to priority accounts., • Operational Excellence: Consistently delivering creative, accurate, and high-impact campaigns, content, and collateral that meet stakeholder expectations and enhance customer engagement., • Initiative & Leadership: Proactively identifying new opportunities, innovations, or improvements that elevate SPS's marketing effectiveness and competitive position., • Planning & Execution: Building clear, data-backed plans; hitting deadlines; delivering against targets; and adapting quickly to evolving business needs., • Communication: Providing proactive, strategic communication with executive sponsors, sales teams, and cross-functional partners to maintain alignment and accelerate issue resolution., • Team Collaboration: Demonstrating strong cross-functional partnership—particularly with Sales—through shared planning, coordinated execution, and positive relationship-building., • Independence & Ownership: Operating with a high degree of autonomy; driving projects forward; and surfacing growth ideas or optimization opportunities without needing daily governance. Why SPS? SPS is an award-winning leader in Enterprise Workplace and Technology Business Solutions, serving many Fortune 500 clients across North America. Our culture values innovation, integrity, collaboration, and growth. We offer: • Competitive compensation and benefits, • Hybrid work flexibility (New York City commutability preferred). Remote may be available., • Professional development opportunities, • Inclusive, diverse, and supportive workplace culture Travel Occasional travel (up to 10%) for meetings, events, or team collaboration. Please see our SPS careers pages for more information about SPS and about this position. This job posting is not the job description and is intended to be a snapshot only of this position. Pay Range$135,000—$145,000 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off., • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description Job Title: Technical Systems Analyst Department: Health Fund Reports To: Senior Product Manager FLSA Status: Exempt Position Summary: As a Technical Systems Analyst, you will play a pivotal role in the implementation, integration, and optimization of technical systems that support the 32BJ Health Fund’s mission of delivering high-quality and cost-effective healthcare to our members. This position requires a strong foundation in SQL, expertise in system integrations, particularly with CRM platforms—and a passion for solving complex technical challenges through data and system design. The Technical Systems Analyst will work closely with internal teams and external partners to analyze, plan, and execute system solutions that improve operational efficiency. You will lead and be responsible for the integration of CRM platforms with other enterprise systems, ensure data quality and interoperability, and support ongoing technical needs including documentation, testing, and troubleshooting. This is a highly collaborative role that requires both technical depth and cross-functional communication. Primary Duties and Responsibilities: • Analyze system architecture and business requirements to design, implement, and maintain integration solutions between CRM and other enterprise systems., • Write, test, and optimize complex SQL queries to support reporting, data validation, and system performance monitoring., • Manage system interfaces and APIs to ensure seamless data flow across platforms., • Troubleshoot system issues, perform root cause analysis, and coordinate with vendors or developers for resolution., • Translate business needs into detailed technical specifications and system design documents., • Partner with cross-functional teams to document workflows, data flows, and integration points using industry-standard tools (e.g., Visio, Lucidchart)., • Conduct system testing including unit, regression, and user acceptance testing (UAT) to ensure functionality and performance requirements are met., • Maintain detailed and up-to-date documentation including data dictionaries, integration schemas, technical user guides, and support logs., • Support data governance initiatives by ensuring data integrity, standardization, and security across systems., • Provide technical assistance and training to end-users and stakeholders on new system features and processes. Qualifications: • Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical field, or equivalent experience., • 3+ years of experience in systems analysis, technical implementation, or integration work in a complex IT environment., • Strong proficiency in SQL and relational databases; experience with SQL Server Management Studio is preferred., • Demonstrated experience integrating CRM platforms (preferably Microsoft Dynamics) with external systems using APIs and middleware tools., • Familiarity with enterprise data architecture, ETL processes, and data warehousing principles., • Proficiency with Microsoft Office Suite including Word, PowerPoint, and Visio; advanced Excel skills required., • Experience working in environments with structured development lifecycles (SDLC), including Agile methodologies., • Strong documentation skills with the ability to produce high-quality technical artifacts., • Excellent communication, problem-solving, and project coordination abilities. Why Join Us At 32BJ Health Fund, your work directly improves access to affordable healthcare for working families. As a Technical Systems Analyst, you will have the opportunity to shape the implementation, integration, and optimization of technical systems that support the 32BJ Health Fund’s mission of delivering high-quality and cost-effective healthcare to our members. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Also, visit our 32BJ Health Fund Funds Insight page: 32bjhealthfundinsights.org

Job Description Marketing and Business Development Analyst Location: New Jersey Office Salary Range: $80,000 – $120,000 (commensurate with experience) SourcePro Search is partnering with a leading law firm to find a Marketing and Business Development Analyst to join their high-performing Marketing Department. This strategic role is ideal for a data-savvy, research-driven professional who thrives at the intersection of analytics, market intelligence, and business growth strategy. What You’ll Do: • Conduct in-depth market research and competitive intelligence to identify trends, target opportunities, and support practice group growth strategies, • Create detailed client, prospect, and industry intelligence reports to inform business development efforts, • Track and analyze legal market developments, competitor activities, and industry-specific opportunities, • Leverage data and analytics to support strategic marketing and business development initiatives, • Maintain and enhance the firm’s CRM and experience databases, ensuring accurate matter reporting and data integrity, • Assist in RFPs, proposals, and pitch materials, ensuring alignment with firm brand and strategic goals, • Develop new marketing collateral to promote the firm’s services to targeted audiences, • Manage and track outreach campaigns using the firm’s CRM system, measuring engagement and results, • Produce impactful submissions for legal rankings and awards, collaborating with PR partners when needed, • Partner closely with attorneys and practice leaders to execute targeted business development initiatives, • Provide backup support during team absences or high-volume workload periods What You’ll Bring: • Bachelor’s degree with 3–5 years’ experience in marketing, business development, or analytics, • Professional services experience (law firm, accounting, consulting) strongly preferred, • Exceptional writing, proofreading, and editing skills, • Highly organized, detail-oriented, and able to manage multiple projects under tight deadlines, • Advanced skills in Microsoft Excel and PowerPoint, • Familiarity with Nexl, Foundations, Bloomberg Law, and Dun & Bradstreet a plus, • Strong interpersonal skills and ability to work both independently and in a collaborative team setting, • Willingness to travel between offices as needed If you’re ready to bring your analytical expertise, market insight, and strategic thinking to a respected and dynamic legal team, we’d love to connect.

Job Description We are conducting a search for a motivated Business Development Analyst (Financial Services) with a bachelor’s degree (or equivalent; JD or master’s preferred), 3–5 years of experience in a law firm, financial institution, or professional services environment, and a strong track record of communication at the partner or executive level. The ideal candidate will work with lawyers, Business Development, Communications, Creative Services and other administrative staff to assist with efforts to generate increased business for the Firm. They will leverage research, writing, technical and communication skills to coordinate initiatives of the Financial Services, Tax, National Security and Estates and Personal practice areas and related subgroups. The Analyst will work closely with the partners and help the Business Development Senior Manager and team in business planning to assist in driving the business development strategy of the assigned practice groups and lawyers. This incumbent will be required to work overtime depending on the needs of the practice area lawyers and business development department. What You'll Do: · Support partners in preparing targeted presentations (pitch books, RFP responses, and deal sheets), in a manner that effectively communicates the Firm’s relevant experience and articulates clear reasons why the Firm should be retained. · Assist with submissions to league tables, directories, guides and other surveys. · Coordinate competitive intelligence research, used to update lawyers on market trends. · Follow Firm news, note wins and maintain the practice experience database and updates in the CRM system. · Complete production aspects (editing, fact checking, proofreading, assembling) to ensure materials are delivered accurately and on time. · Coordinate content aspects of internal and external marketing conferences and other events and in this capacity; work with the Events department. · Maintain a complete record of all pitches, meetings and outreach of any type in the Firm’s CRM (Client Relationship Management) system. · Maintain lawyer biographies over multiple channels (print, digital). · Collaborate with worldwide staff to ensure marketing materials are updated on a global scale. · Coordinate efforts with the Communications and Digital Marketing teams in the practice’s visibility program; on internal communications, external communications on external website and social media, and to maintain practice details and lawyer bios on external website. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You'll Bring: • Bachelor's degree or equivalent required; JD or Master's degree is a plus., • Three to five years of experience working for a law firm, financial institution or other professional services firm., • Experience with communication at the Partner/Executive level., • An ability to handle time-sensitive requests from multiple lawyers, across time zones, and to generate quality work product in a fast-paced environment., • Excellent interpersonal skills., • Deadline oriented., • Excellent writing/editing, proofreading, grammar and research skills (a writing and editing test is required), • Excellent analytical and organizational skills, with a high level of attention to detail., • Understanding of transactional terminology and processes, as well as basic understanding of litigation terminology., • Proficiency in standard spreadsheet, database, word processing and presentation applications (e.g., Excel, Dynamics, Access, Word, PowerPoint and SharePoint are pluses), as well as with a variety of online and new media information resources., • Knowledge of any CRM system is also helpful., • Familiarity with The Firm provides additional training in core software programs, if needed, to enhance skills and speed of work.

Job Description We are conducting a search for a Business Development Analyst with 3 to 5 years of experience at a law firm. The ideal candidate will have a strong background in high-level communication, including direct interaction with Partners and senior executives. A bachelor’s degree is required, and an advanced degree such as a JD or Master’s is considered a plus. The ideal candidate will leverage research, writing, technical and communication skills to coordinate initiatives of the Firm’s global M&A practice. The Analyst will work closely with partners and assist the Business Development Manager and team in business planning to drive the business development strategy of the assigned practice groups and lawyers, as well as perform other tasks related to maintaining and growing the practice. Overtime will be required depending on the needs of the practice area lawyers and the business development department. What You’ll Do: · Support partners in preparing targeted presentations (pitch books, RFP responses, and deal sheets), in a manner that effectively communicates the Firm’s relevant experience and articulates clear reasons why the Firm should be retained. · Assist with submissions to league tables, directories, guides and other surveys. · Coordinate competitive intelligence research, used to update lawyers on market trends. · Follow Firm news, note wins and maintain the practice experience database and updates in the CRM system. · Complete production aspects (editing, fact checking, proofreading, assembling) to ensure materials are delivered accurately and on time. · Coordinate content aspects of internal and external marketing conferences and other events and in this capacity; work with the Events department. · Maintain a complete record of all pitches, meetings and outreach of any type in the Firm’s CRM (Client Relationship Management) system. · Maintain lawyer biographies over multiple channels (print, digital). · Collaborate with worldwide staff to ensure marketing materials are updated on a global scale. · Coordinate efforts with the Communications and Digital Marketing teams in the practice’s visibility program; on internal communications, external communications on external website and social media, and to maintain practice details and lawyer bios on external website. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You’ll Bring: · 3 to 5 years of experience working for a law firm, preferably within an M&A practice group. · Experience with communication at the Partner/Executive level. · Bachelor's degree or equivalent required; JD or Master's degree is a plus. · An ability to handle time-sensitive requests from multiple lawyers, across time zones, and to generate quality work product in a fast-paced environment. Excellent interpersonal skills. Deadline oriented. · Excellent writing/editing, proofreading, grammar and research skills (a writing and editing test is required) · Excellent analytical and organizational skills, with a high level of attention to detail. · Understanding of transactional terminology and processes, as well as basic understanding of litigation terminology. · Proficiency in standard spreadsheet, database, word processing and presentation applications (e.g., Excel, Dynamics, Access, Word, PowerPoint and SharePoint are pluses), as well as with a variety of online and new media information resources. Knowledge of any CRM system is also helpful. Familiarity with The Firm provides additional training in core software programs, if needed, to enhance skills and speed of work. · A commitment to the highest standards of excellence and professionalism that are the hallmarks of the firm’s legal practice.

Job Description Akkodis is seeking a Call Center Customer Service for a Contract job with a client in New York, NY(Remote). The ideal candidate thrives in fast-paced, tech-savvy environments and communicates with clarity and empathy. They’ll proactively manage orders, resolve customer issues, and contribute insights to improve team processes. Rate Range: $16/hour to $20/hour; The rate may be negotiable based on experience, education, geographic location, and other factors. Call Center Customer Service job responsibilities include: * Responding to customer inquiries via phone, email, or chat in a timely and professional manner * Resolving product or service issues with empathy, accuracy, and urgency * Documenting customer interactions and updating account information in internal systems * Following communication scripts and standard procedures while offering personalized solutions * Collaborating with team members and other departments to ensure a seamless customer experience Desired Qualifications: * High school diploma or equivalent; associate or bachelor’s degree preferred * Minimum of 1 year experience in a customer service or call center environment * Strong verbal and written communication skills in English * Proven ability to handle high call volumes with professionalism and efficiency * Excellent problem-solving skills and ability to think quickly under pressure * Comfortable using CRM systems, call center software, and digital communication tools * Typing speed of at least 40 WPM with strong attention to detail * Ability to work flexible hours, including evenings and weekends if required If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at Pay Details: $16.00 to $20.00 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: 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. Company DescriptionGlobal Footprint, Local Impact: As part of the world's second-largest ER&D company, you'll join a network of 50,000 professionals across 30 countries, each contributing to impactful projects worldwide while benefiting from a close-knit community at a local level. Diverse Career Paths: With services ranging from specialist recruitment to cloud infrastructure and sustainability, Akkodis offers a multitude of career paths. Whether you're a software developer, data analyst, or sustainability expert, there's a place for your skill set. Commitment to Innovation: Innovation is our cornerstone. With continuous investments in analytics and market intelligence, we not only predict the future of technology – we create it. Your ideas and innovations will have the space to flourish. Continuous Learning and Development: The Akkodis Academy offers unrivaled opportunities for learning and professional growth, ensuring you remain at the forefront of your field. Our culture values continuous improvement, both for our company and for your career. Inclusive and Collaborative Culture: We believe in the power of diverse perspectives and collaborative work environments. At Akkodis, you'll find a community where inclusivity drives innovation and where every voice is heard. Our Evolution and Your Role in It Akkodis emerged from the strategic merger of AKKA Technologies and Modis in 2023, under the Adecco Group. This fusion created a powerhouse in digital engineering and technology, blending European engineering finesse with global technological capabilities. As we write our next chapter, your skills and vision will be instrumental in driving our continued success. Empowering the Future We're not just creating solutions; we're empowering industries to be more efficient, sustainable, and forward-thinking. Our work in industrial automation, product development, and custom software solutions is setting new standards in technology and engineering. Join the Akkodis Community At Akkodis, you're more than just an employee – you're a vital part of a community shaping the future. We're excited to see where your expertise can take us. Discover where you fit in our diverse range of opportunities and start engineering a smarter future with us today.Global Footprint, Local Impact: As part of the world's second-largest ER&D company, you'll join a network of 50,000 professionals across 30 countries, each contributing to impactful projects worldwide while benefiting from a close-knit community at a local level.\r\n\r\nDiverse Career Paths: With services ranging from specialist recruitment to cloud infrastructure and sustainability, Akkodis offers a multitude of career paths. Whether you're a software developer, data analyst, or sustainability expert, there's a place for your skill set.\r\n\r\nCommitment to Innovation: Innovation is our cornerstone. With continuous investments in analytics and market intelligence, we not only predict the future of technology – we create it. Your ideas and innovations will have the space to flourish.\r\n\r\nContinuous Learning and Development: The Akkodis Academy offers unrivaled opportunities for learning and professional growth, ensuring you remain at the forefront of your field. Our culture values continuous improvement, both for our company and for your career.\r\n\r\nInclusive and Collaborative Culture: We believe in the power of diverse perspectives and collaborative work environments. At Akkodis, you'll find a community where inclusivity drives innovation and where every voice is heard.\r\n\r\nOur Evolution and Your Role in It\r\n\r\nAkkodis emerged from the strategic merger of AKKA Technologies and Modis in 2023, under the Adecco Group. This fusion created a powerhouse in digital engineering and technology, blending European engineering finesse with global technological capabilities. As we write our next chapter, your skills and vision will be instrumental in driving our continued success.\r\n\r\nEmpowering the Future\r\n\r\nWe're not just creating solutions; we're empowering industries to be more efficient, sustainable, and forward-thinking. Our work in industrial automation, product development, and custom software solutions is setting new standards in technology and engineering.\r\n\r\nJoin the Akkodis Community\r\n\r\nAt Akkodis, you're more than just an employee – you're a vital part of a community shaping the future. We're excited to see where your expertise can take us. Discover where you fit in our diverse range of opportunities and start engineering a smarter future with us today.

Job Description Interested in joining Blue State's Analytics team? Submit an application so you can be considered when a role becomes available. Please note: this is an "evergreen" job post (i.e. not an active job post), but your expression of interest matters to us. While interviews aren't ongoing, we're excited to connect with talented individuals who share our commitment to Blue State's mission. If you came across this job via LinkedIn, please note that it is an evergreen role; LinkedIn does not differentiate, but we prefer to. What to know As Principal Analyst, you serve as Analytics Lead and subject matter expert on projects and retainers. You are highly adept at using data, statistics, strategic insights, and your knowledge of data management, data warehousing, and digital channels—including CRM, email, media (both paid and owned)—to reach clients' goals. You are expected to work on complex accounts with ambitious goals and, at times, ambiguous challenges, and to meet those challenges with innovative solutions and deliverables. You provide coaching—training new staff, helping to shape and standardize deliverables, and sharing technical knowledge and strategic expertise across the agency as a whole as well as externally. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From UNICEF and Patagonia to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency and has 150+ employees in the US and London. A day in the life • Collect and analyze data to serve the needs of your client portfolio, including but not limited to: web traffic and user behavior, email messaging statistics, paid media performance, and social media trends, • Transform your analysis observations into insights and actionable strategic recommendations for fundraising, marketing, and communications programs, • Develop scalable industry best practices, and drive core insights from data to suggest, create, and execute multivariate or A/B tests that drive fundamental improvements, • Work collaboratively with a cross-disciplined team of creative directors, copywriters, designers, strategists, and account managers as a leader in your craft on client engagements, • Plan measurement strategies for key performance indicators, develop and execute testing plans, and monitor existing properties to ensure all tracking and data collection works properly, • Provide strategic leadership on analytics projects and act as the senior expert on analytics, data management, and data fidelity issues, • Develop effective and persuasive presentations, dashboards, and memos demonstrating the value of our work for client teams, business development, and partners, • Knowledge of performance marketing across grassroots fundraising, website strategy, supporter mobilization, customer engagement, and brand strategy, • Stays current on discipline trends and industry standards, identifies new frameworks, tools, platforms, and methodologies, and finds ways to implement them in our work., • Identifies opportunities to expand our Analytics offerings to meet business needs of clients and potential clients., • Partners with leaders at Blue State to integrate our services and deliver stronger work., • Assist with coaching and mentorship of analysts located across offices, • Work with Analytics Team leadership to identify offering, product, and project opportunities, • Unlimited time-off (inclusive of sick, personal, and vacation days), • $1,250 annually in professional development funds, • Competitive health, dental, and vision insurance, • Flexible and health savings accounts, • 401K & employer match, • Generous paid holiday schedule, • 12-week fully-paid parental leave for all parents-to-be, • Short-term and long-term disability insurance, • Pre-tax commuter benefits The salary range for this position is $112,000 - $125,000; compensation will be commensurate with experience. Some things we're looking for • 7+ years of experience in digital analytics, ideally with direct experience working on marketing, direct response, or fundraising campaigns., • Extensive experience working with CRMs and/or Salesforce Marketing Cloud, data from paid media, and a web analytics suite such as Google Analytics, A/B testing solutions such as Optimizely (or equivalent)., • You are an expert in SQL, and feel comfortable managing, optimizing, and troubleshooting in a data warehouse environment, such as BigQuery or Snowflake. The ideal candidate will have experience in data modeling, familiarity with ETL processes, and deep expertise in leveraging large datasets to enable strategic decision-making., • You have working-level experience with Python, R, or other statistical packages, as well as experience with data science and data visualization. In addition to data manipulation and processing, you have experience with statistical methods (significance testing, regression analysis, etc), and willingness to learn new data tools and programming languages., • Strong mentorship and leadership skills. You are able to create a positive learning environment and provide clear and actionable feedback. You resolve conflicts constructively. You proactively identify and communicate growth goals for yourself and others. You are an exceptional listener., • You can take a step back to see the bigger implications of your analysis work and lead program strategy. Beyond data observations, you have client presentation experience crafting the data and insights story to arrive at a strategy., • Strong collaborator and relationship builder., • Excellent communication skills. Ability to interact with all levels of end users, and colleagues., • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. Teamwork and scrappiness required. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. This position is part of the CWA collective bargaining unit; ie, the Blue State Union. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.

Job Description Business Development Specialist Job Type: Hybrid - 3 days per week in the NY office About Phamily Phamily is a healthcare technology company focused on making proactive care management simple, scalable, and financially sustainable. Our SaaS platform equips health systems and physician groups with AI-powered virtual care tools to better manage chronic conditions and general patient needs between office visits. By shifting healthcare from reactive, episodic treatment to proactive care management, we've already supported tens of thousands of patients, and we're just getting started. Join us as we continue to revolutionize how care is delivered. The role We're looking for a smart, strategic sales professional who loves research, systems, and relationship-building to fuel Phamily's go-to-market. This is a pipeline-creation first, quality-over-quantity role: you'll map markets, curate the right accounts and people, craft thoughtful introductions, and partner closely with AEs to advance high-conviction opportunities. If you've been a successful sales professional or a consultant/IB analyst/tech (or similar) and are ready to build at a high-growth startup—and you want hands-on exposure to sales, distribution, and company-building—this is for you. You're disciplined in your hunt, confident in conversations, and naturally become the person prospects trust to make sense of the space. Things change quickly here. You'll shift gears, write and run playbooks, and own outcomes end-to-end with rigor, patience, and excellent judgment. What you'll do • Market intelligence & targeting: Build and maintain geo/account/persona maps; analyze trends, incentives, and competitive signals to point us to the right places—and the right people., • Account research & narrative: Produce concise briefs and hypotheses; translate messy signals into crisp, respectful outreach (email/LinkedIn) that builds relationships before asking for meetings., • Account-Based Marketing (ABM): Plan and run ABM plays with Marketing and AEs: tailored content, micro-landing pages, direct mail or light gifting where appropriate, executive POV memos, and event-based touch plans. Define target lists, trigger signals, and measurement (reach, engagement, meeting→stage progression, multi-threaded coverage), • Pipeline program management: Run thoughtful PM across leads and workstreams: lists, touch plans, notes, next steps, and cross-functional coordination with AEs, RevOps, and Marketing., • Partnership with AEs: Multithread stakeholders, prep agendas, and push deals forward; be the trusted right hand who helps AEs prioritize and execute., • Operational problem-solving: Spin up tools, dashboards, and reporting to surface insights; propose experiments and system improvements., • Event support: Coordinate presence at conferences, virtual sessions, and field events; manage prep, target lists, follow-ups, and post-event debriefs., • Brand stewardship: Represent Phamily with care and credibility; cultivate trust with valued clients and prospects through patient, informed communication.What this role is not, • Not a "spray & pray" BDR role (no mass blasts or 100 dials/day)., • Not script-reading. You'll develop subject-matter fluency and use judgment.You'll thrive here if you…, • Thoughtfully patient: relationship-first; you don't force meetings—you earn them., • Super organized: can manage multiple lists, workstreams, and stakeholders cleanly., • A great writer: concise, on-tone, and specific; your messages get read., • Detail-obsessed: intense attention to detail across research, notes, and follow-ups., • Strategic: you can argue why these accounts, why these people, why now., • Collaborative & assertive: close partnership with AEs; you help/push them when needed., • Rigorous: you think in systems, measure what matters, and uphold a high bar.To Be Qualified For This Role, You Will Have, • Bachelor's degree (business/finance/engineering or similar) or equivalent experience., • 3+ years in consulting, investment banking, corporate strategy, startup ops, business development, sales or similar research/analytical roles., • Analytical mindset; comfortable interpreting data and making clear, defensible recommendations., • Excellent communication and interpersonal skills; executive presence with customers and internal teams., • Evidence of strong writing (samples welcome)., • Familiar with CRM, sequencing tools, LinkedIn Sales Navigator; light data wrangling a plus., • Prior sales training or exposure to GTM motions is a plus—and you're eager to take a larger role at a smaller company.Work Style & Logistics, • #LI-hybrid - NYC in-person at least 3 days per week., • Occasional travel for team onsites or industry events as needed.Our Compensation & Benefit, • Competitive compensation commensurate with experience. $80-$100k on base - 50% on variable $120-$150 OTE, • Potential to earn equity based on performance, • Remote-friendly work environment, • Medical, dental, and vision coverage for employees and dependents at a nominal cost, • Paid maternity leave, • FSA and Dependent Care account options, • 401(k) Eligibility after 6 months of full-time employment

Job Description We are offering an exciting opportunity for a detail-oriented and analytical Business Intelligence Analyst to join our team in our New York City office. This role requires a blend of technical expertise, business acumen, and the ability to work collaboratively with cross-functional teams. With over 138 years of experience, H&H is a trusted full-service infrastructure engineering firm. Our clients, including infrastructure owners, contractors, and colleagues, rely on us for intricate and innovative engineering solutions. They trust our time-tested ability to manage the entire life cycle of a project, from the study and planning phase through to design and construction. With over 600 talented employees located across 30 offices nationwide, H&H can efficiently and effectively handle assignments of all sizes, types, and delivery methods around the country and across the globe. Responsibilities Data Analysis and Reporting: • Collect, process, and analyze large datasets from sources such as project management software, financial systems, and CRM/ERP tools, • Develop and maintain dashboards, reports, and visualizations to enhance business performance insights, • Create process flows and automate analytics, • Build API interfaces between operational and analytics platforms, • Develop data marts and associative data models, • Conduct data forensics to resolve data governance issues, • Utilize BI tools (e.g., QLIK, Talend, Power BI, Tableau, SQL) to create and maintain data models, dashboards, and reports, • Ensure data accuracy and integrity through data governance and regular audits, • Collaborate with engineering and finance teams to understand data needs and deliver insights for project planning and optimization, • Align BI efforts with strategic goals by working with finance, operations, and management teams, • Provide data-driven insights and recommendations in strategic planning sessions, • Analyze market trends, client data, and project performance metrics to support business development, • Bachelor’s degree in Business Analytics, Data Science, Engineering, Computer Science, or a related field, • Master’s degree (preferred), • Minimum of three to five years of experience in business intelligence, data analysis, or a similar role (engineering consulting or related industry), • Experience with BI tools (e.g.,QLIK, Talend, Power BI, Tableau, SQL) and data modeling techniques, • Proficient in SQL and experience with data warehousing concepts, • Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights, • Excellent communication skills, both written and verbal, with the ability to present findings to non-technical stakeholders, • Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment, • Relevant certifications (e.g., Microsoft Certified: Data Analyst Associate) (preferred) Preferred Attributes • Understanding engineering project management methodologies and tools, • Experience working in a consulting environment with exposure to various industries Salary Range- $80,000-$100,000 annually. Salary commensurate with experience. We offer a professional work environment, competitive salary, benefits package and 401(k). EOE M/F/ DISABILITY/VETS

Job DescriptionStrength in Trust OneTrust's mission is to enable organizations to use data and AI responsibly. Our platform simplifies the collection of data with consent and preferences, automates the governance of data with integrated risk management across privacy, security, IT/tech, third-party, and AI risk, and activates the responsible use of data by applying and enforcing data policies across the entire data estate and lifecycle. OneTrust supports seamless collaboration between data teams and risk teams to drive rapid and trusted innovation. Recognized as a market pioneer and leader, OneTrust boasts over 300 patents and serves more than 14,000 customers globally, ranging from industry giants to small businesses. The Challenge We are looking for a Senior Financial Analyst to develop and manage the budget and forecast processes for key financial metrics as well as provide accurate and data-based reporting to help drive business decisions to ensure financial success. Your Mission • Consolidate and analyze financial data considering the company's business objectives. Conduct business reviews on past, future and comparative performance trends and develop forecast models, • Manage the quarterly and annual budget and forecast process, • Support the review, selection and implementation of a planning software tool, • Prepare ARR, revenue, cost and headcount projections, • Compare anticipated and actual results and identify areas of improvement, • Assemble and summarize data to structure sophisticated reports on financial status and risks, • Coordinate with the VP of Finance and the executive team on long-term financial planning, • Maintain confidentiality of financial information and investment decisions You Are, • Self-motivated, • Able to work independently, multi-task and prioritize your workload, • Able to quickly shift priorities to meet deadlines, • Able to effectively communicate, both verbal and written, with all levels of the organization, • Meticulous and pride yourself with attention to detail and accuracy, • Adaptable to change and thrive in a fast-paced environment, • 2-5 years of proven work experience as a Senior Financial Analyst, Financial Analyst or similar role, • Hands-on experience with financial, CRM and analytical software, • Expertise in MS Excel, including advanced formulas, • Excellent analytical, presentation, reporting and communication skills, • Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis, • Demonstrable strategic thinking skills, • Trusted individual in handling sensitive financial information, • BS degree in Finance, Accounting or Economics Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who have applied for a role through our ATS (Greenhouse) or prospects via LinkedIn InMail. Job offers will come from a recruiter and may have a "@docusign.net" email address. For more information or if you have been targeted please reach out to . Our Commitment to You When you join OneTrust you are stepping onto a launching pad — the countdown has begun. The destination? A career without boundaries working alongside a diverse and inclusive crew who is passionate about doing meaningful work. As a pioneer, your voice and expertise will help chart the direction of an entirely new category. Our commitment to putting people first starts with you. Your growth is part of the mission. Our goal is to give you the power to embark on the next phase of your uniquely, unique career. OneTrust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by local laws.

Job Description Survey & Research Associate - Rating/Rankings/Financial Market Insights New York, NY Hybrid (2x per week in office required) Preference to be given to applicants within a commutable area to the office location. My client, a leader in the investment market insights sector is looking for a Research Associate with an understanding of finance to help with survey data processing. This is not a Financial Analyst or Data Analyst role. This role is focused on survey data processing and research. What will you do? • Project Management: The candidate will be required to assist in the development and execution of project plans and schedules. They must understand project overlaps, track status and provide updates on project progress, and assist in the implementation of project deadlines. Collaboration with cross-functional teams is essential to ensure smooth survey delivery., • Technical Operations: The candidate will be expected to independently use firm systems which include Qlik and Hubspot, to carry out the operational processes., • Client Engagement: Interaction with external contacts to explain voting process and survey methodology, as well as encouraging participation in the surveys. A professional and efficient approach is essential., • Database Operation: Data cleansing to ensure accurate demographic information, eligibility of participants and quality of voting for research projects, working with other project managers and database team. Monitor and maintain accurate contact data in CRM., • Survey Results: Assist with preparation of survey results publication. Review results for processing errors, year-on-year trends, missing information. Skills & Experience: • 1-2 years’ experience in a survey data research role, • Robust project planning and coordination skills, • Ability to work under pressure and hit deadlines, • Demonstrate experience of multi-tasking in a complex environment, • Ability to work in a team environment and maintain good communication with cross-functional teams, • Exceptional organizational skills, a superior work ethic and extreme attention to detail, • Creative and critical thinking skills to analyze data and uncover insights, • Some client service experience would be beneficial, • IT Literate; knowledge of Microsoft Office (including strong Excel skills), • Understanding of financial markets preferred. This is a full time position with benefits. Salary range from $65K-$75K USD and variable bonus. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you require accommodation, please contact us at

Job Description Company Overview: As one of the Washington Metropolitan area’s fastest growing IT companies, we are always looking for creative, passionate and responsible employees. We acknowledge that intelligent, dedicated employees are our greatest asset and are continuously adding to our talented and diverse team. If you feel innovation, integrity and a drive to deliver are key components to success, we invite you to become Enlightened. Position Overview: The Contact Center Project Analyst shall manage all aspects of Contractor’s staff and project schedule and budget. Responsible for project coordination and scheduling, issue resolution, issue escalation, resource management, budget management, management interface and fare collection related data analysis. MUST HAVE: Advanced proficiency in Microsoft Excel, with extensive experience in pivot tables and other advanced functions. Position Responsibilities: The Contact Center Project Analyst responsible for performance of these services: • Develop and manage the project plan and resources., • Coordinate tasks and ensuring deliverables., • Provide project status reports to management and customers., • Resolve project issues that jeopardize the success of the project., • Manage the Customer Service Center staff, including administration of staff accounts and rights., • Ensure the day-to-day responsibilities for all services required hereunder are performed in a professional manner., • Provide oversight of fulfillment and support services for all fare classes., • Provide oversight of telephone and web-based customer support tasks., • Analyze and monitor all functions for both patron and financial reports related PATH fare collection., • Oversee reconciliation reporting and analysis., • Provide a high level of customer service at all times to patrons and ensure that CSC staff adhere to these provisions., • Maintain sufficient staffing at all times and provide additional staff as requested by PATH management., • Manage appropriate Contractor’s staff coverage, in particular during training for the new fare payment system., • Extensive knowledge of computer applications including Microsoft® Windows-based software applications, including but not limited to Microsoft Word, Excel, and PowerPoint., • Oversee all services related to Transit Benefit Providers and their customers which shall include but not be limited to uploading of various products to customer PATH accounts, per the direction of PATH., • Serve as liaison to the designated Cubic system administration contact, per PATH management direction., • Serve as liaison to internal PATH and Authority stakeholders (Marketing, TEC, Audit, Comptrollers and Treasury Departments), per PATH management direction., • Support Payment Card Industry (PCI) and cyber-security compliance., • Maintain inventory of office supplies., • Oversee and manage Fare Media inventory. Work with PATH management to order additional media as necessary., • Manage Contractor’s personnel timekeeping system and records to ensure completeness and accuracy., • Responsible for functions related to the customer and B2B website, which shall include but not limited to:, • All PATH fare media sales, servicing and responses to PATH account inquiries., • Assistance with migration of customers from the legacy system to the new system., • Monitoring customer website autoload function, including the ability to use the appropriate software applications to ensure that our patrons receive their transit products., • Analyzing and monitoring patron and financial reports., • Responsibility of all CSC staff working with the various functions of the CRM and back office applications., • Providing staff support during training., • Open Availability (Weekends and evening will be required periodically according to business needs), • Have at least five (5) years prior experience in similar performance functions to those required of a Contact Center Project Analyst herein, which includes two (2) years of supervisory level experience or above and shall be able to speak and write proficiently in the English language., • Prior experience with transit fare payment systems preferred., • Prior experience with call center management preferred., • Bachelor's degree or equivalent experience preferred, • Ability to type 65 words per minute or higher The expected salary range for this position is listed above. Actual compensation will be determined based on experience and qualifications as well as internal equity and alignment with market data. At Enlightened, we pride ourselves on offering a comprehensive and industry-competitive benefits package to our full-time employees. Our benefits include: • Medical/Dental/Vision Insurance with Health Savings Accounts (HSA), • Flexible Spending Accounts (FSA), • 401(k) Retirement Plan, • Paid Holidays, Vacation, & Sick Leave Equal Opportunity Statement Enlightened is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, disability, or any other federal, state, or local protected class.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the Head of Sales & CS Operations, the Senior Sales Operations Analyst will be a strategic partner to sales leadership, taking ownership of sales forecasting, pipeline health, and process optimization. This remote role is part of the Sales Operations team and plays a critical role in driving revenue growth and operational excellence. What you'll be doing: • Own and continuously improve our pipeline reporting and forecasting partnering closely with sales leadership (BDR, Strategic Alliances, Channel Partnerships, Public Sector Sales) to ensure accuracy and insight., • Analyze pipeline health and implement strategies to maintain high-quality opportunities across the funnel., • Develop and maintain dashboards and reports that provide real-time insights into sales performance, pipeline metrics, and business trends., • Lead and execute cross-functional projects that enhance sales processes, tooling, and data integrity., • Act as a subject matter expert in Salesforce, collaborating with admins and enabling the sales team with efficient processes and system enhancements., • Standardize reporting and analytics to support internal business reviews, leadership updates, and strategic planning., • Forecast accuracy maintained within ±5% across quarters, • 90%+ of pipeline consistently meeting hygiene standards (stage, close date, value accuracy), • Sales team satisfaction score of 4.5+ for analytics and reporting tools, • Delivery of 2+ strategic analytics projects per quarter Required: • 3–5 years of experience in sales operations or business operations, preferably in a high-growth SaaS environment, • Proven track record of partnering with sales leadership to deliver strategic insights and improve forecasting accuracy, • Deep understanding of sales processes, pipeline management, and funnel metrics, • Proficiency in Salesforce with 2+ years of hands-on reporting/dashboard experience; CRM Analytics a plus, • Bachelor's degree in Business, Finance, Economics, or related field, • Experience with BI tools (e.g., Looker, Tableau) Benefits provided by Spring Health: Note: We have even more benefits than listed here and below, your recruiter will provide more in-depth information as you continue in the interview process. Benefits are subject to individual plan requirements and eligibility criteria. • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionSalary: $90K-$130K We are looking for a NYC-based Senior FP&A Analyst to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local employees. Company Description OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred.ai to continue this mission. Were a diverse, collaborative, and fast-growing team of 100+ employees with offices in New York and London and a global client base. Backed by Marlin Equity Partners, were passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates. About the Role Were looking for a highly analytical and detail-driven FP&A professional to join our Finance team. This role is instrumental in supporting the companys growth by maintaining accurate financial forecasts, building and maintaining financial models, providing in depth ad-hoc analysis, and ensuring that sales commissions are processed precisely and on time. Youll partner closely withSales, Finance & RevOps and Finance leadership to deliver actionable insights, enhance reporting accuracy, and strengthen our financial planning capabilities. This is an opportunity to contribute directly to the financial strategy of a fast-scaling SaaS business and build cross-functional expertise across FP&A, Revenue Operations, and Accounting. Key Responsibilities Financial Planning & Analysis • Maintain and enhance dynamic financial models for revenue, headcount, expenses, and cash flow., • Prepare and deliver monthly reporting packages, including variance analyses, management dashboards, and key SaaS metrics., • Support the annual budgeting process, quarterly re-forecasts, and scenario planning to guide executive decisions. Sales Commissions & Revenue Analytics • Calculate, validate, and process monthly sales commission payouts with accuracy and transparency., • Maintain clear documentation of commission plans, governance, and dispute resolution procedures., • Provide ad-hoc performance analyses across GTM teams, including SaaS metrics (ARR, NRR, churn, CAC payback, LTV) and pipeline efficiency., • Partner with RevOps and Sales leadership to align commission performance with strategic objectives. Finance Operations & Compliance • Support month-end close deliverables and reconciliations in partnership with the Accounting team., • Assist when needed with relevant U.S. tax and compliance requirements, assessing their impact on reporting and operations, • Uphold strong internal controls across revenue recognition, commissions, and accounting processes. Systems, Automation & Process Improvement • Partner with RevOps to automate and improve the pipeline bookings revenue reporting workflow., • Identify and implement process improvements to enhance speed, accuracy, and scalability of reporting., • Assist with system integrations between CRM (Salesforce), FP&A tools, and emerging AI analytics initiatives to improve data flow and forecast accuracy. Qualifications • 35+ years of experience in FP&A, accounting, or business analytics., • Advanced Excel / Google Sheets financial modeling skills; experience with SQL or BI tools (e.g., Looker, Tableau, PowerBI) a plus., • Strong understanding offinancial metrics and revenue modeling., • Excellent communicator, able to distill complex financial data for executive and non-financial audiences., • Demonstrated ability to balance precision and speed, with strong ownership over deliverables. Benefits • Competitive salary, • Medical / Dental / Vision coverage - 100% employer-paid for employees, 50% employer-paid for dependents, • 20 days paid time off per year + federal holidays (UK style!), • 5 paid sick days, • Work from home flexibility, • Commuter benefits, • 401k, • Paid parental leave, • Career growth and development opportunities This position is not eligible for visa sponsorship. Axomic is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualificationswe do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.

Director, Sales Enablement Platforms 📍 Location: New York City (Hybrid: 4 days in-office, 1 day remote) About the Role We are seeking a Director, Sales Enablement Platforms to lead the development and management of our distribution innovation stack, including Salesforce CRM and emerging technologies. Reporting to the Head of Sales Enablement, you will own the strategic roadmap for CRM platforms, drive process enhancements, and deliver solutions that empower our Sales, Relationship Management, Marketing, and Finance teams. Key Responsibilities • Lead architecture and administration of Salesforce CRM and related platforms., • Define user stories, features, and epics for development and deployment., • Manage sprint planning, backlog prioritization, and project timelines., • Collaborate cross-functionally to gather requirements and design scalable solutions., • Maintain documentation of Salesforce processes and configurations., • Provide training, end-user support, and foster CRM data quality through validation rules and KPI monitoring. What We’re Looking For • 7+ years of B2B Salesforce administration experience (asset management industry preferred)., • Salesforce Certified Administrator; additional certifications (Platform Developer, Business Analyst) are a plus., • Experience integrating marketing automation tools (Pardot, Marketo, HubSpot)., • Familiarity with tools like Tableau, Seismic, LinkedIn Sales Navigator, Dialpad, RFP.IO, Allego., • Strong communication skills and ability to manage multiple projects simultaneously., • Commitment to diversity and inclusion. Why Join Us? • Opportunity to shape CRM strategy and drive innovation., • Collaborative, inclusive culture that values diverse perspectives., • Hybrid work arrangement in our NYC office.

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking an Analyst or Associate (“Analyst/Associate”) to support the Originations team across sourcing, underwriting, transaction execution, and market development. This role is ideal for a highly motivated real estate finance professional looking to build deep expertise in commercial real estate credit, construction lending, and structured finance. The Analyst/Associate will collaborate closely with senior originators, assisting with outreach, screening prospective opportunities, preparing quotes and term sheets, conducting financial and market analysis, and supporting the full diligence and closing process. The role requires strong analytical skills, attention to detail, a proactive mindset, and the ability to manage multiple workstreams in a fast-paced environment. This is a high-visibility position within a growing platform. The Analyst/Associate will participate in internal and external meetings, engage with sponsors, brokers, and municipal C-PACE program administrators, and contribute directly to Clearwater’s market intelligence, pipeline development, and origination strategy. KEY RESPONSIBILITIES Origination & Market Outreach • Support outbound outreach to sponsors, developers, brokers, and intermediaries to generate new meetings., • Participate in introductory and discovery calls to assess project fit., • Assist senior originators with outreach campaigns and follow-ups., • Coordinate with Marketing to deploy materials and digital campaigns., • Maintain consistent communication with market participants to strengthen sourcing channels. Credit Underwriting • Review budgets, proformas, sources and uses, schedules, and feasibility., • Assist with underwriting, financial modeling, scenario analysis, and sensitivities., • Evaluate eligible energy measures and alignment with C-PACE requirements., • Draft credit memos with written analysis of merits, risks, and structural considerations., • Prepare quotes, term sheets, and internal materials., • Participate in diligence calls and document key takeaways. Deal Execution & Closing • Review construction contracts, schedules of values, change orders, and cost-to-complete assessments., • Support analysis of GCs and subcontractors, including capabilities and performance history., • Assist with fund-control coordination, inspection cadence, and draw processes., • Support senior-lender consent and intercreditor discussions., • Coordinate with borrowers, contractors, consultants, program administrators, and legal through closing., • Track execution risks, including permitting, redesign, and long-lead time items. Pipeline & CRM Management • Maintain accurate CRM updates on outreach, calls, meetings, and deal activity., • Prepare weekly pipeline reports, outbound summaries, and market updates., • Track competitive activity, market trends, and C-PACE program changes across jurisdictions., • Assist in identifying target markets, asset types, and sponsors aligned with Clearwater’s origination strategy. QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required. Concentration in finance, real estate, economics, engineering, or a related field strongly preferred., • 1–5 years of experience in commercial real estate finance, lending, credit, or investment banking., • Strong proficiency in Excel financial modeling, underwriting, and quantitative analysis., • Ability to evaluate construction budgets, development proformas, and project-level financial statements is a plus., • Excellent written and verbal communication skills; ability to prepare polished materials for internal and external use., • Highly organized with the ability to manage multiple concurrent workstreams and deadlines., • Self-starter with strong initiative, intellectual curiosity, and a desire to develop deep domain expertise in C-PACE and structured real estate credit., • CRM experience preferred (HubSpot, Salesforce, or equivalent). COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

Job Description Customer Success Manager Summary: A Customer Success Manager (CSM) is the primary point of contact for our dealer accounts, ensuring their success and satisfaction throughout the entire customer journey-from pre-launch activities to long-term retention. The CSM plays a key role in managing pre-launch activities, product launches, training sessions, technical support, ongoing account reviews and touchpoints, and driving retention efforts. Responsibilities: • Provides virtual account management to a designated book of business between 100-200 dealer accounts., • Attends onboarding and pre-launch consultation calls with the Implementation team to ensure a seamless handoff experience., • Conducts pre-live audits through a HubSpot playbook to confirm set-up and that the account is ready for launch., • Hosts virtual launch meetings, with training sessions, decision makers and end users showcasing the CarNow platform., • Performs refresh training for new dealer personnel when applicable., • Achieves monthly retention goals by ensuring customer satisfaction and loyalty are met., • Follows the Cancellation process for all churn in addition to contacting all cancellations within 24 business hours and documenting save plans in HubSpot CRM., • Completes dealer Touchpoints on a 45-day cadence by emailing, texting or calling the dealer to check-in and offer support., • Delivers Account Reviews to dealership personnel, including decision makers, on a 90- day cadence. Account Review should include, but is not limited to, product metrics reviews, ROI discussions, user engagement metrics, areas of opportunity and marketing suggestions., • Makes backend configuration updates and provides technical support to the dealer ensuring that all settings are tested and function properly. Resolves all technical requests within SLA timeline., • Providers best practices and product recommendations to the dealer to maximize ROI and user engagement., • Tests and confirms connectivity to all 3rd party vendors such as inventory, website providers, integration partners., • Reviews and analyzes dealer review audits from the Support Analyst team upon completion., • Monitors CS Request ticket queue and address any tickets assigned to you within 24 business hours., • Collaborates with the internal sales team on new deals and prospects, upsell opportunities, dealer changes, and dealership personnel updates., • Utilizes CarNow CRM (HubSpot) to log and document all communication and changes on an account. This includes emails, phone calls, Zoom meetings, and text messages., • Actively participates in all continued education sessions offered to CarNow and completes all LMS courses within a timely manner., • Reviews KPI dashboards regularly to ensure all KPI expectations are met., • Diligently address special projects that pertain to your book of business upon request. Requirements: • 1 or more years of automotive software sales or in a dealership role utilizing automotive software (digital retail, CRM, desking, etc.) with a demonstrated understanding of the retail automotive industry., • High School Diploma or equivalent required., • Highly motivated, growth-oriented, with the ability to multi-task and juggle multiple different projects at once., • Must have an outgoing, positive attitude and a strong work ethic., • Confidence to suggest ideas and provide critical customer feedback to leadership., • Organized, self-motivated, and productive while unsupervised., • Technologically savvy and computer proficient; Microsoft Office and CRM experience required., • Establish and maintain customer confidence and provide exceptional customer service., • Strong verbal and written communication skills., • Remote Position; occasional travel required. Job Posted by ApplicantPro

Analyst, Consumer Analytics will support and drive email, direct mail, SMS/MMS and digital targeting lists production process, coordinate the delivery of material/assets and confirm required activities are completed to meet deadlines. Analyst, Consumer Analytics (CRM Targeting). Contribute to target

Experience with Deltek Costpoint - including modules for accounting, project management, or billing. Support, maintain, and optimize Salesforce CRM and Deltek Costpoint ERP systems to ensure seamless data flow and accurate reporting.

A company is looking for a Staff Revenue Operations Analyst. Key Responsibilities Build partnerships with finance, data science, analytics, and CRM teams for real-time insights Conduct performance trend analysis and drive changes to forecasting and segmentation Develop a comprehensive overview o

Job DescriptionOverview Town Hall—a fast-growing digital media agency serving higher education and mission-driven brands—is seeking a Senior Media Planner to serve as the strategic lead across an assigned portfolio of clients. In this role, you’ll architect full-funnel paid media strategies, turn performance signals into actionable growth plans, and help guide clients through an increasingly complex digital advertising landscape. You’ll thrive here if you’re equal parts strategist, analyst, and communicator – someone who can connect media performance to real business impact and present insights with clarity and confidence to senior-level marketers. Our office is located in midtown Manhattan, and we are currently working in-office four days per week (M-TH). What You’ll Do • Develop multi-channel media strategies (search, social, programmatic, emerging platforms) grounded in measurement frameworks that map directly to client business objectives., • Define, test, and refine audience segments, interpret creative performance, and recommend data-driven optimizations that improve efficiency and scale., • Translate data and audience insights into growth roadmaps – including demand forecasts, channel efficiency analysis, and incremental investment recommendations., • Lead annual and quarterly planning and performance cycles, crafting learning & growth reports, campaign case studies, and category benchmarks that advance client maturity., • Collaborate closely with media buyers, paid-search strategists, and creative teams to ensure flawless execution and ensure message, channel, and audience cohesion across every touchpoint., • Partner with Account Directors to present strategies and performance narratives to clients – connecting metrics to outcomes and recommendations with clarity and confidence., • 5+ years of experience in digital media planning and strategy including campaign setup, management, and optimization in Meta, Google, and LinkedIn Ad Managers, as well as The Trade Desk and/or other programmatic DSPs., • Strong foundation in performance analytics, including GA4, Looker Studio, CRM-based conversion analysis, and pixel/tag-based measurement. (GTM experience a plus.), • Ability to connect marketing KPIs to business results—lead volume, quality, cost efficiency, and revenue impact – with experience translating data into narrative insights and actionable recommendations., • Working knowledge of leading-edge media measurement approaches, including incrementality testing, attribution modeling, and lift analysis., • Clear, confident communicator able to collaborate with cross-functional teams and present insights to non-technical stakeholders. We offer a competitive base salary and a range of benefits and perks: • Salary range $80,000 - 95,000 per year, commensurate with experience, • Health care plan (medical, dental and vision), • Retirement plan with employer match, • Life and disability insurance, • Generous paid time off package that includes vacation, sick, “life happens” days, birthdays, summer Fridays and public holidays, • Paid family leave, • Cold brew coffee, snacks and fresh fruit, • Wellness resources, • Special access to New York City’s arts and entertainment scene We have been honored for our commitment to our team with workplace awards from Crain’s, Best Companies Group, Cynopsis, Digiday, and Fortune. Our Company We are Town Hall, a mission-driven agency that harnesses the power of digital to do good. We partner with nonprofit and higher education organizations like Share Our Strength, The Ad Council, PBS, Harvard University, Carnegie Mellon University, and New York Law School. Town Hall is part of Situation Group, a digital-first collective of award-winning advertising agencies.

As a Senior Business Analyst within the Corporate and Investment Banking Core Data team, you will drive the Client 360 / CRM program to deliver a unified, high-quality view of client and investment relationships across the wholesale banking organization. Our history spans over 200 years and today we

This role involves harmonizing client investment data and developing data models to deliver a unified view of client relationships. A leading financial institution in New Jersey is seeking a Senior Business Analyst to drive the Client 360 / CRM program. Candidates must have over 15 years of operatio

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a creative and strategic Summer Communications Analyst (Marketing) Intern to join our team. This opportunity offers hands-on experience in crafting compelling messaging to support core marketing campaigns while driving business growth initiatives in a fast-paced environment. You’ll collaborate with experienced professionals to analyze market messaging trends, develop content strategies, and contribute to projects that strengthen BetaNXT’s brand presence and client engagement. This role will help you build strong communication, analytical, and marketing skills while gaining exposure to external messaging strategies. Duties and Responsibilities of the Intern, Communications Analyst (Marketing) • Support the development and execution of external communications programs to support core marketing campaigns., • Assist in creating, editing, and distributing digital communications materials, highlighting enterprise thought leadership and marketing campaigns., • Conduct market research and competitive analysis to inform trending topics and messaging tactics., • Collaborate with cross-functional teams (sales, product, design) to ensure alignment on messaging and campaign goals., • Help monitor and analyze communication campaign performance metrics, preparing reports and recommendations for improvement., • Learn and apply marketing analytics tools (such as Google Analytics, HubSpot, or Salesforce) in a professional setting. Skills and Experience of the Intern, Communications Analyst (Marketing) • Currently pursuing a degree in Marketing, Communications, Business, or a related field., • Strong written and verbal communication skills., • Creative thinker with an open mind for exploring new ideas and solutions., • Solid understanding of marketing principles and digital communication platforms., • Familiarity with marketing analytics tools and CRM software (e.g., Google Analytics, HubSpot, Salesforce)., • Above-average organizational, interpersonal, and collaboration skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

Job Description Job Code N2525HF Department Name Health Fund Admin Reports To Senior Manager, Marketing & Communications FLSA Status Exempt Union Code N/A Management Yes About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. The Funds oversees and manages $9 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people. For 2025 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Job Summary: Under the supervision of the Senior Manager, Marketing & Communications, the Manager, Marketing & Communications will support the Health Fund's success in engaging with stakeholder audiences, write and manage multimedia campaigns, and assist with developing strategic initiatives. The Manager, Marketing & Communications will write, edit, and manage Health related multimedia campaigns and initiatives that engage, educate, and build trust with our plan participants, our healthcare providers and partners, and our industry peers. The Manager, Marketing & Communications will have one direct report, the Senior Marketing & Communications Digital Analyst. Essential Duties and Responsibilities: • As the Health Fund's team is evolving, so is the role of the Manager, Marketing & Communications. The responsibilities of this position include, but are not limited to:, • Create audience-appropriate messaging for campaigns that advance the Health Fund’s strategic priorities, engage its various audiences, and elevate its brand, • Assist in producing relevant, clear, and appealing communications that promote members’ understanding of their health benefits and their health literacy, • Compose brief, easy-to-understand articles for the organization’s bimonthly newsletter, Benefit Matters, • Participate in multidisciplinary work groups and collaborate with Health Fund colleagues and other teams (e.g., Member Engagement and Member Services) to identify and close communications gaps. Apply member feedback and other data to assess and improve the effectiveness of member communications, • Maintain a calendar of marketing and communications activities and projects and help manage the internal review and approval process to ensure communications are accurate and timely, • Advise the Health Fund leadership team to articulate and position the Funds' brand and build awareness among both internal and external audiences of the 32BJ Health Fund as an innovator in healthcare policy and delivery, • Develop communications to promote Health Fund conferences and provide logistical support to ensure the success of these programs., • Manage vendor and consulting relationships, including evaluating proposals, defining the deliverables, and ensuring the final work product meets the needs of the Health Fund, • Lead the collaborative work of new and existing Health Fund clinical partners, including Memorial Sloan Kettering, the 5 Star Centers, and other health systems, in identifying opportunities to inform and engage members about their benefits along with developing cobranded communications that effectively address those needs, • Educate members about new healthcare initiatives and programs that offer positive health outcomes and lower the cost of care, • Assist with the development and/or implementation of special projects that will improve health outcomes and lower the cost of care, • Collaborate with Health Fund leadership and use data management insights to determine targets, measure performance, and improve operational outcomes, • Able to allocate resources effectively across various campaigns and initiatives, • Track ROI for marketing spend and forecast reporting to leadership, • Provide additional support as directed by senior leadership and management Qualifications (Competencies): • 7+ years of relevant work experience required in marketing campaign management, advertisement, market research and analysis, or communications budget management, • Strong ability and confidence in understanding and achieving long-term strategies and meeting day-to-day goals, including managing multiple communications campaigns and deadlines, • Demonstrated positive, nuanced, and pragmatic people leadership skills, • Eagerness to contribute, to collaborate, and to grow as a team member—and to support the growth of other team members, • Superior writing and presentation skills, with a demonstrated facility in clearly and creatively distilling complex ideas into fresh language that resonates with audiences’ hearts and minds, • Keen critical thinking skills that show an attention to detail, quality, and consistency and an understanding of the big picture, • Experience in communicating across contemporary media platforms, including web, video, and social, • Excellent knowledge of grammar and usage based on Chicago, New York Times, or AP style guidance, • Solid competence with Microsoft Office Suite and Canva, • Agility with Adobe software such as like Illustrator and Photoshop is preferred, • Interest in social and economic justice, especially in support of union members, low-wage workers, or immigrant communities Education: Bachelor’s degree required; advanced degree is preferred. Language Skills: Fluent in Spanish is preferred. Reasoning Ability: High Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. • Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling, • Over 2/3 of the time: Talking or Hearing, • 100% of the time: Using Hands Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • 1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.