Trabajos financial advisor en Louisville, KentuckyCrear alertas

Overview: The Senior Construction Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to ensure projects are delivered on time and within contractual requirements. This role works closely with project managers, superintendents, owners, and subcontractors to plan project activities, identify schedule risks, and implement mitigation strategies. The Senior Construction Scheduler provides expert-level schedule analysis, progress reporting, and forecasting across multiple complex projects, serving as a key advisor on schedule performance and recovery planning. Location & Travel Details: You can be based in any city or state in the U.S.. This is a traveling, project based position, up to 90% of the time. You have the potential to be placed on a project site located in any state throughout the US. You’ll spend 8-18 months on average per project. We offer designated per diem in addition to an excellent base salary to support and help you cover living expenses. This position is eligible for mobilization support (may include mileage reimbursement), and includes one longer weekend every four weeks for additional time at home. COMPANY OVERVIEW: MasTec Industrial, alongside its sister companies Casey Industrial and Phoenix Industrial, has been in operation since 1947. We serve a diverse clientele, including utilities, independent power producers, developers, and municipal utilities. Specializing in projects using natural gas, oil, biomass, and other combustible fuels, our team boasts over 30 years of expertise in the power industry. We provide EPC (Engineering, Procurement, and Construction) services and assist in project development. Our experience spans various systems for utility and industrial facilities, including simple and combined cycle plants, reciprocating engines, and waste-to-energy projects. MasTec Industrial delivers value throughout all project phases, from conceptual design to operations and maintenance. At MasTec Industrial, we are dedicated to delivering the highest quality, safety, and value in every project. We focus on attracting, developing, and retaining top talent within our organization. Our goal is to foster a respectful work environment where all employees feel valued, included, and empowered to become innovative leaders in the industry. The MasTec Industrial market sector is part of the MasTec Clean Energy & Infrastructure business segment. MasTec’s Clean Energy & Infrastructure (CE&I) segment generates over $4 billion in annual revenue, providing construction services across industrial, renewables and infrastructure sectors. In addition to our industrial market sector; In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects and commercial buildings. Our renewables sector focuses on solar, wind and battery storage. Sustainability and safety are foundational to our culture and influence everything we do. MasTec, a minority-owned Fortune 500 company, has shaped the construction industry for more than 90 years. With over 35,000 employees and 400 offices nationwide, we provide flexibility and career growth in dynamic work environments. Responsibilities: ESSENTIAL JOB FUNCTIONS: • Works independently on complex assignments to:, • Establish the Proposal or Project Baseline Schedule, • Lead and execute Project Planning and Execution Planning Session, • Lead and execute Logic Development, Schedule Updates and Forecasting, • Work with each phase team (Engineering, Procurement, Construction, and Commissioning) to define key milestones and interface dates., • Resource and Commodity load schedules and provide graphics associated with each., • Author and update the Scheduling narrative in weekly and monthly reports., • Lead compliance and Project Controls oversight throughout the lifecycle of a project., • Ensure client Project Controls and Reporting specifications and requirements are met per contract., • Supports Project Management with project reporting requirements. Qualifications: EDUCATION AND WORK EXPERIENCE REQUIREMENTS: • Bachelor’s degree (BS) in Construction Management, Engineering, or related technical major; equivalent combination of education and experience., • Seven (7) years of Project Controls Schedule Analysis or related work experience preferred., • Working knowledge of Workface Planning Techniques and Scheduling requirements a plus., • Professional Level Certification (AACE, PMI or other) a plus. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: • Be knowledgeable of MIC Health and Safety programs and project specific regulations., • When on-site, actively participate in daily toolbox meetings with crews and subcontractors., • Set a personal example of safe behavior., • Demonstrates proficiency in Primavera P6, Microsoft Excel, Office 365, InEight and/or related Project Controls software., • Demonstrates a command of the skills listed., • Proficiency in reading and interpreting Engineering and Contract documents., • Understanding and knowledge of complex Earned Value and Cost Control Methods., • Organizational skills and ability to manage simultaneous tasks/assignments., • Exceptional team building skills and ability to collaborate with groups throughout the company., • Excellent interpersonal skills., • Excellent written and verbal communication skills., • Ability to comprehend complex assignments., • Ability to work independently with minimal supervision., • Other may duties may be assigned PHYSICAL DEMANDS: • Work up to a 12-hour shift doing hard physical work in varying temperatures and outside conditions., • May need to maintain physical strength and stamina; Use arms, hands, and legs fully; Push, pull, and frequently lift and carry objects weighing up to 50 pounds; and stoop, kneel, balance, crouch, crawl, and climb to perform job tasks., • Stamina to perform this task repetitively and continuously for several hour intervals., • Uncontrolled environmental conditions: Constant change in weather and site conditions., • This work environment may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors and/or loud noises., • Ability to wear personal protective equipment is required (including but not limited to- safety toed shoes, gloves, safety glasses, hearing protection, hardhat, vest, etc.)., • Move in and around confined, cluttered, and uneven areas., • May need to work at heights and must be able to abide by all safety and fall-protection requirements; must be able to wear and utilize all safety equipment required for work at heights., • Evaluate information based on measurable standards; and see details in objects or drawings and recognize slight differences in shapes and shadings., • Visualize objects in three dimensions from drawings., • Keep good balance and work at heights., • See well (either naturally or with correction)., • Hear well (either naturally or with correction.), • Coordinate the use of eyes, hands, and feet. HOURS: This position is a Full-Time position scheduled to work typically 50 hours per week. Schedule is subject to projects requirements. What's in it for you: Financial Wellbeing • Compensation $145,000 - $165,000 per year, commensurate with experience., • Competitive pay with ongoing performance review and merit increase, • 401(k) with company match & Employee Stock Purchase Plan (ESPP), • Flexible spending account (Healthcare & Dependent care) Health & Wellness • Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children, • Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance Family & Lifestyle • Paid Time Off, Paid Holidays, Bereavement Leave, • Military Leave, including Differential Pay and Benefits Continuation, • Employee Assistance Program Planning for the Unexpected • Short and long-term disability, life insurance, and accidental death & dismemberment, • Voluntary life insurance, accident, critical illness, hospital indemnity coverage, • Emergency Travel Assistance Program, • Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need an accommodation as part of the employment process, contact ceicareers@mastec.com. Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer/Disability/Veteran. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at _. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. #LI-MH1 #LI-OnSite Appcast (For Export): #appflash

Job DescriptionSenior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job Description Job Title: Sales Enablement & Trainer Reports to: Head of Sales Operations & Enablement Location: Louisville, KY highly preferred; Remote considered for right candidate POSITION OVERVIEW The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage. WHAT YOU WILL OWN New Hire Onboarding • Own end-to-end onboarding for all new sales and advisor-facing hires, • Design structured onboarding programs that accelerate time-to-productivity and reduce ramp time, • Ensure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the field, • Continuously improve onboarding based on cohort performance data and manager feedback Training & Continuous Learning • Build and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirements, • Run recurring enablement sessions, field communications, and reinforcement programs, • Create scalable learning pathways for different roles, tenure levels, and development needs, • Track completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness Playbooks, Battlecards & Field Resources • Build and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworks, • Ensure all field resources are current, accessible, and aligned with current messaging and positioning, • Partner with Marketing and Product on launch readiness materials and field communication rollouts Field Readiness & Coaching Support • Gather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunities, • Partner with sales leadership and RVPs to support individual and team coaching priorities, • Support launch readiness for new products, campaigns, and go-to-market initiatives, • Help improve seller and advisor confidence, consistency, and client engagement quality WHAT WE ARE LOOKING FOR Required • 3–8 years in Sales Enablement, Training, Learning & Development, or Sales Support, • Experience building onboarding and training programs - not just delivering existing curriculum, • Strong communication and facilitation skills; able to hold a room and drive engagement, • Ability to simplify complex products and concepts into clear, actionable learning programs, • High execution velocity - must move fast and build without waiting for perfect conditions, • Demonstrated comfort operating in growth-stage, high-ambiguity environments Preferred • Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments, • Familiarity with LMS platforms and sales enablement technology, • Experience building investment or product training programs for field distribution teams, • Track record creating playbooks and competitive resources used and adopted by the field COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job Description Hadley Energy Solutions is a growing family owned and operated commercial and industrial electrical contractor located in Louisville, KY. We are in search of an experienced Project Manager to join the team. We are looking for someone that is ambitious and wants to join a team that is looking to grow in the market. The position requires a minimum of 3 years Project managing experience with a commercial electrical contractor. You must have experience with either management software. Must be meticulous, organized and thorough. The estimator is required to be able to fully manage a project from pre bid walk through to substantial completion. The Project Manager is required to maintain a good working relationship with all employees, customers, and contractors. BENEFITS OF WORKING WITH US • Joining a young and growing company with unlimited potential., • Health, Dental, Vision and Life Insurance plans for you and your family., • Paid time off is provided for vacation, sick days, and holidays., • 401(k) Savings Plan with company provided Financial Advisor., • Competitive Salary with opportunity for advancement., • Employees are eligible for annual pay increases and bonus., • You will be part of a team with a great reputation in the industry. WHAT YOU WILL DO • Request clarification and additional information during project., • Update costs as necessary based on new information and project scope changes., • Collect and analyze all project costs, including material, labor, equipment, and tooling to ensure estimates are accurate., • Identify and quantify potential cost uncertainties to ensure costing models capture the full range of potential costs., • Additional duties as assigned., • Have a positive attitude and contribute to a positive work environment., • Accurately track and submit change orders WHAT YOU NEED TO JOIN OUR TEAM • 3+ years experience as a Project Manager, primarily in the electrical field., • Electrical Experience in Construction Management, Architecture, engineering, or equivalent trade experience., • Ability to interact professionally and effectively with all levels of the organization, customers, contractors, and other business partners., • Experience using Excel, Word, and with project manager software., • Ability to prioritize and execute multiple tasks effectively with a proven track record of success in a busy, deadline-oriented environment., • Strong organizational, interpersonal and communication skills. Salary offered will be dependent on experience and qualifications. Master Electrical license or construction management, is preferred. To learn more about Hadley Energy Solutions family visit our websites at www.Hadleyenergysolutions.com. Company DescriptionWe are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.We are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.

Job DescriptionSalary: Company Description: 100 years strong, Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level of success. We set ourselves apart from other firms by providing customized CPA solutions, friendly and responsive customer service you deserve. Summary: Our Monroe Shine offices are growing! We are looking for an experienced [Tax Senior Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including client interviews, staff supervision, research, planning, execution. This position offers full benefits, competitive compensation and a strong opportunity to advance your career at a firm that believes in and respects a work-life balance. Duties & Responsibilities: • Report to Director of Tax, • Prepare and review complex federal and state fiduciary income tax returns (Form 1041) for administrative trusts and estates, as well as estate tax returns (Form 706), gift tax returns (Form 709), and related filings, • Serve as the primary advisor and point of contact for clients regarding estate and trust tax matters, • Provide tax planning and compliance guidance to trustees, executors, attorneys, and high-net-worth individuals, • Interpret and apply trust instruments and estate documents to determine proper tax treatment and reporting, • Conduct research on tax issues related to trust and estate taxation, including income allocation, DNI calculations, and portability elections, staying up to date on tax technical developments, • Collaborate closely with estate planning attorneys and financial advisors to support clients' long-term financial strategies, • Proactive communication with management regarding client solutions, • Review and supervise the work of staff accountants and junior team members, providing technical guidance and mentorship, • Recognize opportunities to provide additional services to existing clients, • Ensure compliance with current IRS regulations, tax law updates, and industry best practices, • Assist with any IRS and state tax audits or notices related to fiduciary returns, • Utilize ProSystems Tax and Engagement software to prepare, review, and document tax workpapers., • Participate in client onboarding and engagement planning, • Maintain the highest standards of client confidentiality and professional ethics. Qualifications: • CPA license in good standing required, • Strong interpersonal and communication skills, with proven client service capabilities, • Minimum of 5 years of experience in public accounting, with a strong focus on estates and trusts, • Demonstrated expertise in fiduciary tax return preparation (Form 1041), with experience in Forms 706 and 709 preferred, • Proficiency with ProSystems Tax and Engagement software, • In-depth knowledge of trust instruments, estate administration processes, and applicable tax laws, • Experience supervising and mentoring junior tax staff or team members, • Ability to manage multiple client engagements and deadlines efficiently, • High attention to detail and accuracy in complex tax matters, • Bachelor's degree in Accounting, Finance, or related field, • Masters in Taxation is a plus Monroe Shine prides itself on fostering a team-oriented environment where every employee works for the firm, not just a particular supervisor. Accordingly, we ask all employees to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the above job description. We look to our employees to take the initiative so that we always serve our clients and each other to the best of our abilities.

Job DescriptionWe are looking for a Senior Tax Strategist to partner with clients in Louisville, Kentucky and help shape tax decisions that support stronger business performance. This position blends technical tax expertise with forward-thinking advisory work, giving you the opportunity to guide business owners through planning opportunities all year long. The ideal candidate is comfortable turning complex tax matters into practical recommendations and collaborating across teams to deliver thoughtful, well-executed solutions. Responsibilities: • Develop and carry out tax planning approaches that reflect each client’s operational goals, ownership structure, and long-term financial priorities., • Review client activity throughout the year, assess changing circumstances, and recommend adjustments that keep tax strategies aligned with current needs., • Explain intricate tax rules in a clear and practical way so clients can make informed decisions with confidence., • Track legislative and regulatory updates, analyze their impact, and advise clients on opportunities or risks created by those changes., • Oversee the preparation timeline for income, sales, property, and other tax filings to help ensure accurate and timely compliance., • Investigate tax notices, agency correspondence, and technical issues, then determine effective paths toward resolution., • Build trusted relationships with business owners and serve as a strategic advisor on tax-sensitive decisions and business matters., • Partner with accounting, bookkeeping, and advisory colleagues to identify tax considerations within financial reporting and operational data., • Contribute to improvements in tax planning workflows, tools, and team practices while supporting more efficient service delivery., • Provide guidance and mentorship to team members by encouraging a proactive, strategy-focused approach to client tax work.• Demonstrated expertise in individual, partnership, and corporate tax matters within a public accounting or advisory environment., • Experience handling multi-state and local tax issues, including allocation and apportionment considerations., • Ability to combine strategic thinking with practical execution across multiple client engagements., • Confidence working directly with business owners and other senior decision-makers in an advisory capacity., • Strong research, analytical, and problem-solving skills with the ability to address complex tax questions., • Clear written and verbal communication skills, including the ability to translate technical concepts for non-technical audiences., • Proficiency with QuickBooks and the ability to interpret financial statements for tax planning purposes., • Familiarity with payroll tax concepts and the tax impact of employees or operations across multiple states.

Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our missionto help better the lives of our agents as well as our clients. Position Description: In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals. As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionDescription: AAF International offers the most comprehensive clean air solutions available across the globe. Selling under the American Air Filter® and the AAF International® brand names, AAF International has been an industry pioneer since 1921 with manufacturing operations in 22 countries with over 6000 employees globally. Our products are the industry benchmarks for quality and performance. Our applications include commercial, industrial and residential solutions from the filters used in your home to the most critical cleanroom and power generation applications. We are a member of the Daikin Group, the world's largest air conditioning provider with $30 billion in revenue and over 75,000 employees worldwide. Founded in 1924, Daikin has grown into a diversified industrial manufacturing company offering solutions in clean, air, air conditioning, refrigeration, chemicals, oil hydraulics, defense systems and electronics. Our culture of continuous improvement, safety, and world class operations is driven by our people-centered management philosophy. This philosophy is built around mutual selection: that while AAF seeks top talent people to join and deliver on our team, we also want each team member to receive job satisfaction, growth & development, and continued happiness in being a long-term member of the AAF family. This is fueled by our belief in treating our people, our supply partners, our customers and our environment with the trust and respect we each require, and our passion to give back to our community for our success. Read more about our philosophy at: http://www.daikin.com/about/corporate/philosophy/index.html AAF International is an Equal Opportunity Employer M/F/Disability/Veteran. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, citizenship, veteran status, uniform servicemember status, age, disability or any other legally recognized protected personal characteristics. Position Objective: The Applications Engineer - Air Filtration achieves annual bookings, revenue, and margin targets for Regional Retrofits, and Aftermarket business, completes technical engineering development and cost estimating of retrofit equipment for the AAF Energy Business and provides Project Engineering support of live contracts. Key Accountabilities: • Working with the Sales team proactively develop aftermarket opportunities for upgrade, retrofit, and filter replacement, • In conjunction with Director Engineering and Service, RSM’s and subcontractors, provide technical and commercial assistance on proposal development for filter outages and retrofits as needed, • When applicable, perform Inlet inspections and diagnostics of air intakes and support systems, • Become the trusted advisor for key accounts with the RSM’s. Develop, Retain, and Nurture key customer relationships and become a strategic partner and advisor to key accounts, • Recommend solutions by identifying new product opportunities, and/or product, packaging, and service changes; surveying consumer needs and trends; tracking competitors., • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks., • Review RFQ documents providing technical and commercial solutions based on AAF’s capabilities, • Liaise with subcontractors to develop costing solutions, • Prepare tender and contract documents, • Identifies and recommends product/system improvements or additions to meet customer satisfaction and financial goals, • Participate in technical meetings and direct communications with customers or field sales offices, • Prepares and distributes literature, technical data and promotional material to customers and sales offices., • Maintains a teamwork philosophy with other departments to facilitate problem solving and provide good customer service., • Post contract award project engineering support to project manager. Includes design, drawing approval, BOM creation, quality requirements definition, and interaction with customer and suppliers post award., • Additional duties as assignedRequirements: Position Requirements: • Bachelor’s degree in Engineering or equivalent experience;, • Experience in technical industry desired; machinery/engineering preferred;, • Must articulate a full understanding of filtration on rotating equipment;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Experience with filtration product in a Sales, Estimating, or Project Management capacity;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Excellent time management skills and ability to multi-task;, • Strong organizational skills with aggressive follow-through and closing skills;, • Excellent communication and presentation skills;, • Must have strong interpersonal skills, maturity and good judgment and be capable of communicating with a diverse range of individuals;, • Excellent, proven interpersonal, verbal / written communications and organizational skills;, • Demonstrated ability to multi -task and work in a fast - paced setting.

Job DescriptionDescription: Position Overview This position leads, manages and holds accountable a team that directs and coordinates activities nationally for assigned accounts relative to creating and administering charitable trusts, personal trusts, IRAs and investment management accounts. About Us New Covenant Trust Company (NCTC) empowers churches, church institutions and church members to create and sustain healthy and vibrant ministries through faithful stewardship of their investments. A subsidiary of the Presbyterian Foundation — America’s second-oldest charitable foundation, founded in 1799 — NCTC was established in 1998 to offer full-service financial planning, investment management and trust services. Our purpose is driven by the shared faith, values and integrity of the Presbyterian Church (U.S.A.). We are passionate about taking exceptional care of each and every client while advancing the mission of the church. As a limited purpose national bank federally regulated by the Office of the Comptroller of the Currency (OCC), we are the trusted fiduciary partner our clients rely on. We’ve experienced tremendous growth over the past decade, with assets under management increasing from $47 million to over $900 million. NCTC is now focused on future expansion of our services to help even more churches thrive. Scope & Breadth of Position This position reports directly to the VP, Director Trust Relationship Services. The AVP Trust Services Lead has direct leadership responsibility for Trust Officers and oversees trust administration activities across assigned accounts nationwide. Salary & Hiring Bonus • $125,000-$135,000 annually, • Candidates holding an active LLM or CPA designation are eligible for a hiring bonus. Accountabilities • Provide leadership, supervision and accountability for Trust Officers., • Establish team and individual performance goals; partner with direct reports to track progress and outcomes., • Collaborate with the Client Engagement Team and the VP, Director Trust Relationship Services on decisions related to the acceptance of new business., • Assign Trust Officers to new accounts and ensure new business is accepted and onboarded in accordance with Board-approved policies., • Works closely with the VP, Director Trust Relationship Services on decisions impacting account administration, as well as the development and operation of internal infrastructure supporting those services., • Support the development, implementation and execution of operational policies, procedures and special projects as needed. Major Duties & Responsibilities This leadership role is a critical component of NCTC’s organizational structure. The AVP, Trust Services Lead sets and aligns team and individual goals with NCTC’s mission, vision and strategic objectives and ensures the effective and efficient operation of trust services. Core responsibilities include building and sustaining a collaborative, high-performing team, overseeing acceptance of new business, and ensuring consistent, high-quality trust administration across the organization. The AVP, Trust Services Lead must possess extensive knowledge of trust accounting, trust and estate law, regulatory requirements, and the administration of trusts, IRAs and investment management accounts. Relationships The AVP, Trust Services Lead works closely with the VP, Director of Trust Relationship Services to cultivate strong working relationships across NCTC and the Presbyterian Foundation. This role serves as a key liaison, coordinating efforts among legal, investment, tax, client engagement and operations teams to support the creation and administration of trust and investment management accounts. The AVP, Trust Services Lead also serves as an alternate point of contact for clients and may independently manage select client relationships. Experience & Job-Related Requirements • Juris Doctor (JD) required; LLM or CPA preferred but not required, • Certified Trust Financial Advisor (CTFA) certification desirable, • Minimum of five years of experience in trust company environment or trust and estate planning practice preferred, • Demonstrated strategic vision and leadership capability, • Extensive knowledge of law and regulations governing trusts, IRAs and investment management services, • Expertise in estate planning, trust taxation and charitable giving strategies, • Strong interpersonal and relationship building skills, • Ability to manage multiple priorities, respond to evolving needs, and collaborate across diverse teams, • Excellent written and verbal communication skills, • Proven organizational, research, administrative and financial competency, including familiarity with planned giving vehicles and tax implications of both outright and deferred gifts, • High attention to detail and commitment to accuracy in legal, tax and charitable giving matters, • Dedication to thorough analysis and sound legal and business decision making related to trust acceptance and administration, • Ability to effectively engage with internal and external clients using clear and professional communication Physical Requirements • Ability to communicate effectively in one-on-one and group settings with management, colleagues, constituents and the public, • Frequent use of telephone and email communication, • Ability to sit for extended periods of time, • Normal hearing and vision required for verbal communication and document review, • Minimal physical exertion required; occasional lifting of up to 10 pounds, • Manual dexterity sufficient for regular use of office equipment including computers, telephones and copiers. Work Environment • The job is performed indoors in a traditional indoor office setting., • Activities include extended periods of sitting and frequent use of computers and other office equipment. The Presbyterian Church (U.S.A.) Foundation, along with its subsidiary New Covenant Trust Company (NCTC), are Equal Opportunity Employers. We provide equal opportunities in all employment positions, regardless of age (as defined in the Age Discrimination in Employment Act), disability, sex, national origin, race, color, creed, religion, sexual orientation, gender identity, gender expression, or veteran status. Requirements:

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact in global logistics! What we're looking for • Experienced Sales Leaders: 5+ years of freight forwarding sales / business development experience, • Industry Knowledge: A well-established book of business in international ocean, air, customs brokerage, and domestic trucking, • Proactive Go-Getters: A hunter mentality with a relentless drive to bring in new business opportunities What you'll earn • Base salary: $70,000-$100,000 annually based on experience and book of business, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $800 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere, • Expense account: Take your clients to lunch and build strong business relationships Perks you'll receive After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Company Culture: Enjoy team outings, holiday parties & more What you'll do • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Master the logistics industry: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities., • Work cross-culturally: Maintain open communication with departments and oversea offices to ensure seamless global logistics. Work Schedule Louisville Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Freight forwarding sales experience, • Knowledge of Microsoft Office, • Reliable transportation required to drive to client meetings About OEC Group Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR PstJOFfVSc

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Investment Advisor within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy., • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies., • Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client., • Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Overview The Regional Executive Chef (REC) is the partner, culinary and hospitality subject matter expert, and trusted advisor to the operations leadership teams within a given geographical region and/or client group. The position reports directly to the Senior Executive Chef and is an integral colleague responsible for teaching, training, and developing the district managers, account managers and onsite culinary teams related to the organization’s menu and associated integrated systems, standards and processes. This position is responsible for overseeing, implementing and supporting execution of culinary programs, including process standardization, purchasing compliance, initiative adherence, product quality and consistency across multiple accounts within the assigned region. Acts as a regional leader who models proficiencies and behaviors that consistently embody the characteristics necessary to drive the Company’s Purpose, Vision and Values. The role requires 50-75% travel throughout the region. Responsibilities People Management & Development. • Collaborates with the Senior Executive Chef and the regional operations team to establish training priorities., • Trains the account, district, and division leadership teams on the concepts of culinary hospitality in the healthcare environment, as well as provides supplemental training on HCSG culinary systems., • Provides supplementary training for cooks at the account level. Educates on cooking techniques, food preparation & garnishing, texture modifications, recipe adherence, food safety & hygiene, knife skills, etc., • Meets with key culinary employees, account managers, district and division leaders regularly to coach and provide feedback on culinary performance, and to guide professional development related to implementing HCSG menu and integrated systems, standards, and processes., • Collaborates with, assists with development, and supports the established training programs and in-services, including coordination with Corporate Training team for live and taped culinary training, • Participates in the recruiting and orientation of culinary leaders in their area, including developing relationships with Culinary Schools in market to generate candidate flow., • Implements HCSG policies and procedures in facilities and assists with fair and consistent enforcement of HCSG policies and procedures., • Ensures compliance with HCSG’s standards of operation, client contract and within HCSG's Business Conduct Policy. Maintains all records and reports necessary to comply with HCSG, government and accrediting agency standards, regulations and codes. Budgetary Management & Systems Compliance. • Works with district and division leadership to achieve financial goals through the implementation of the culinary program including compliance to the menu, systems, standards, and processes in their assigned area., • Provides data-driven feedback and coaching to account managers and district and division leadership on their culinary programs impact and effectiveness. Customer Experience. • Engages the District Managers and Directors of Operations on ways to build dining culture and support initiatives that increase food quality and improve the guest experience while maintaining targeted food costs., • Evaluates and prepares reports on the quality of services delivered in each facility within their area and work with district and division leadership to continue to improve the culinary programs., • Adapts and reacts well to changing situations., • Works with district and division leadership to ensure client satisfaction and retention., • May participate in key client QBR and new business meetings., • Assists with the service recovery process for dining accounts, including collaboration on the documented service recovery plan, as needed., • Interacts appropriately and engages with residents, clients, vendors, HCSG employees and the public. Food preparation and Safety. • Ensures proper workplace safety, food safety, HACCP and sanitation programs are in place and active., • Must be able to perform the essential job functions of all exempt and non-exempt Dining Services positions. Other • Supports with planning of special events, celebrations, holiday functions and other food related functions at the district or division level, including menu development, operational/financial plans and execution., etc., • Assists in managing catered events as needed., • Participate as needed in regional and field presentations showcasing training capabilities/programs and culinary capabilities., • Performs other duties as assigned. Qualifications • Associate’s degree or certification or formalized apprenticeship in culinary arts or 5+ years of industry experience at an Executive Chef level or higher required. A high school diploma or equivalent is required., • Prior experience in culinary education preferred., • Prior experience in healthcare dining service preferred., • Strong culinary skills and the ability to train a diverse workforce in cooking techniques and hospitality service., • General knowledge and understanding of nutrition with ability to interpret a nutrient analysis spreadsheet of patient meals., • Considerable knowledge of quantity food production and serving techniques, food safety/sanitation requirements and procedures and dining service program requirements and finances., • Strong supervisory, leadership, hands-on management, and mentor skills., • Excellent communication skills both written and verbal, with the ability to communicate on various levels including management, departmental, customer, and associate levels., • Strong financial acumen, proven P&L experience, budgetary, and food control practices, • Ability to work effectively with a team as well as independently., • Must successfully complete an approved sanitation and safety course., • Self-starter, capable of leading, directing, and supporting a team in a diverse environment with highly developed interpersonal, analytical and communication skills., • Exceptional organizational and time management skills, • Must be able to relate professionally and positively with all, including clinical staff and healthcare facility executives with excellent communication, interpersonal, presentation and management skills., • Digital literacy and experience with MS Office products including Word, Excel, PowerPoint, and Outlook, preferred., • Must be fluent in English - reading, writing and speaking, • Travel is as required, for account/facility visits and participation in activities within the Region. Limited travel outside of the region may be necessary., • Willingness to relocate and live in the assigned market., • Must submit to a Motor Vehicle Check and maintain a valid driver’s license. Certificates: Food Safety Manager or Foodhandler Certification: Current ServSafe or State certification required as indicated by State / County law. CDM / CFPP: Current Certified Dietary Manager (CDM)/Certified Food Protection Professional (CFPP) is preferred. If no CDM certificate, must obtain Food Service Manager (FSM) and Long-Term Care Food Service Manager (LTCFSM) within 60 days of hire date.

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description Job Title: Sales Technology Administrator Reports to: Head of Sales Operations & Enablement Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. WHAT YOU WILL OWN Salesforce Administration • Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation, • Maintain sales process governance and CRM data integrity across the full pipeline, • Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure, • Build and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack Ownership • Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools, • Manage integrations and data flow between platforms to ensure clean, connected workflows, • Troubleshoot platform issues and coordinate vendor support when necessary, • Evaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process Improvement • Build scalable automations that reduce manual work and improve the advisor and seller experience, • Identify and systematically resolve operational bottlenecks across platforms, • Support launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & Adoption • Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics, • Partner with FP&A and Sales Ops on reporting consistency and leadership visibility, • Drive platform adoption and best practices across the sales organization, • Create documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FOR Required • 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration, • Strong, hands-on Salesforce administration experience - must be able to build, not just manage, • Direct experience administering Salesloft and Gong, • Demonstrated experience with workflow automation and operational reporting, • Ability to problem-solve and execute independently without heavy oversight, • Comfort operating in evolving, entrepreneurial environments with limited structure Preferred • Salesforce Administrator certification, • Financial services, fintech, insurance, or wealth management experience, • Experience supporting advisor-facing or B2B distribution sales organizations, • Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Regional Firm with National Reach This Jobot Job is hosted by: Emily Bohanon Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $135,000 - $160,000 per year A bit about us: We are a nationally recognized public accounting and advisory firm that has built a reputation for delivering exceptional client service while maintaining a people-first culture. Our professionals work with privately held businesses, closely held companies, nonprofits, and middle-market organizations across a variety of industries, providing assurance, tax, and consulting services that help clients navigate complex business challenges. Our firm combines the resources and technical expertise of a larger organization with the collaborative culture, accessibility, and career growth opportunities often found in smaller firms. We believe in investing in our people, fostering meaningful client relationships, and creating an environment where professionals can build rewarding, long-term careers Why join us? Meaningful Client Relationships Work directly with business owners, executives, and finance leaders rather than being siloed into a narrow role. You'll serve as a trusted advisor and play a visible role in client success. Career Growth Without Limits Our managers are empowered to take ownership of engagements, mentor developing staff, and contribute to business development initiatives. We offer a clear path for advancement and leadership opportunities. Diverse and Challenging Work Engage with clients across multiple industries and organizational structures, allowing you to continually expand your technical expertise and business acumen. Collaborative Culture Join a team that values mentorship, knowledge sharing, and professional development. Leadership remains approachable and invested in employee success. Flexibility and Balance We recognize that great work happens when professionals have the flexibility and support they need to succeed both personally and professionally. Job Details Assurance Manager Position Summary We are seeking an experienced Assurance Manager to lead audit and assurance engagements for a diverse portfolio of privately held and middle-market clients. This individual will serve as a key advisor to clients while managing engagement teams, ensuring technical excellence, and contributing to the continued growth of the practice. The ideal candidate is a collaborative leader with strong technical accounting and auditing knowledge, exceptional client relationship skills, and a passion for developing staff. Key Responsibilities Client Service & Engagement Management Lead assurance engagements from planning through completion Serve as the primary point of contact for assigned clients Identify and communicate accounting, financial reporting, and operational risks Provide recommendations to improve internal controls, processes, and financial reporting practices Review financial statements and related disclosures for accuracy and compliance Manage engagement budgets, timelines, and profitability Team Leadership Supervise, mentor, and develop senior associates and staff accountants Review workpapers and provide constructive feedback Facilitate technical training and on-the-job development Assist with staffing, scheduling, and workload management across engagements Technical Expertise Apply and interpret U.S. GAAP, GAAS, and other applicable professional standards Research and resolve complex accounting and auditing issues Ensure engagement quality and compliance with firm methodology and professional standards Stay current on emerging accounting and regulatory developments Business Development Develop and maintain strong client relationships Identify opportunities to expand service offerings Participate in networking and business development activities Support the firm's growth initiatives and community presence Qualifications Bachelor's degree in Accounting required CPA license required or actively pursuing completion of licensing requirements 5+ years of progressive public accounting experience with a focus on audit and assurance Prior experience supervising and developing professional staff Strong knowledge of U.S. GAAP and auditing standards Excellent communication, leadership, and client service skills Proven ability to manage multiple engagements and competing deadlines Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $150,000 - $180,000 per year A bit about us: We are a leading regulated utility organization dedicated to delivering safe, reliable, and affordable energy to millions of customers across multiple service territories. Our mission is to power communities, support economic growth, and improve quality of life through operational excellence, innovation, and responsible infrastructure investment. As we continue to modernize the grid and prepare for the future of energy, we are investing heavily in advanced technologies, digital transformation initiatives, grid resilience, cybersecurity, and data-driven decision making. Our teams work at the forefront of utility innovation, leveraging emerging technologies to create smarter, more reliable, and more sustainable energy systems. We foster a collaborative, customer-focused culture that values safety, integrity, accountability, and continuous improvement. Employees are empowered to drive meaningful change, solve complex challenges, and contribute to projects that have a direct impact on the communities we serve. Whether modernizing field operations, enhancing customer experiences, improving reliability, or implementing next-generation technologies, our employees play a critical role in shaping the future of the utility industry. Joining our team means becoming part of an organization committed to innovation, operational excellence, professional development, and building the utility of the future. Why join us? Benefits Overview Medical Coverage Three medical plan options available: PPO High Deductible Health Plan (HDHP) with HSA HDHP Low Plan Preventive care covered at 100% Nationwide provider network Virtual care and telehealth services available Prescription drug coverage integrated with medical benefits through a single carrier and ID card Health Savings Account (HSA) Employer contribution: $600 annually for Employee Only coverage $1,200 annually for Employee + Dependents coverage Employee pre-tax contributions available * Funds roll over year to year and remain employee-owned Dental Coverage Two dental plan options Preventive care covered at 100% Orthodontia coverage available under enhanced plan Coverage for employees and dependents Vision Coverage Annual eye exams Frames, lenses, and contact lens benefits * Multiple vision plan options available Life & Disability Benefits Company-paid life insurance equal to 2x annual base salary Company-paid Accidental Death & Dismemberment (AD&D) coverage * Optional supplemental employee, spouse, and dependent life insurance Additional Voluntary Benefits Critical Illness Insurance Accident Insurance Hospital Indemnity Insurance Identity Theft Protection * Legal Services Plan Health & Wellness Programs Wellness program with incentives for completing health assessments and screenings Fitness and wellness platform access Caregiver support resources Weight management program Health coaching and advocacy services Virtual physical therapy at no cost Family Building Benefits Fertility treatment coverage up to $20,000 lifetime maximum Fertility medication coverage up to $15,000 lifetime maximum * Dedicated fertility care advocacy support Financial Benefits 401(k) retirement savings plan Tuition reimbursement * Pre-tax Flexible Spending Accounts (Healthcare and Dependent Care) Paid Time Off Paid vacation Holidays Sick time and other leave programs Highlights Comprehensive medical, dental, and vision coverage Employer-funded HSA contributions Strong wellness and preventive care focus Fertility and family-building support Robust retirement and financial wellness programs * Multiple voluntary insurance options for additional protection Job Details Domain Architect – Field Technology (Utilities) Position Overview We are seeking an experienced Domain Architect – Field Technology to serve as a senior architecture leader responsible for defining and governing the technology strategy supporting electric and gas utility field operations. This role will be a key member of the Enterprise Architecture organization, driving architecture standards, governance, and technology roadmaps across Field Technology value streams. The Domain Architect will ensure alignment between business objectives and technology execution while promoting modern architecture principles, reducing risk, optimizing technology investments, and enabling digital transformation initiatives. The successful candidate will have deep experience designing and implementing enterprise-scale architectures supporting utility field operations, including work and asset management, GIS, outage management, mobile workforce solutions, scheduling and dispatch, and enterprise integration platforms. This individual will partner closely with business leaders, product owners, engineering teams, and enterprise architects to deliver scalable, secure, and resilient technology solutions that support operational excellence. Key Responsibilities Strategic Architecture Leadership Develop technology points of view regarding emerging technologies, market trends, and industry innovations impacting utility field operations. Drive a business-outcome-focused architecture approach that aligns technology investments with operational objectives. Collaborate with enterprise architects, value stream leaders, and business stakeholders to define and execute technology strategy. Assess current technology capabilities and identify opportunities for modernization, optimization, and transformation. Develop and maintain architecture roadmaps covering applications, integrations, data, infrastructure, and platforms supporting field operations. Lead architecture strategy for critical field technology platforms, including: oEnterprise Asset Management (EAM) oWork Management Systems oGeographic Information Systems (GIS) oOutage Management Systems (OMS) oAdvanced Distribution Management Systems (ADMS) oMobile Workforce Management oScheduling and Dispatch Platforms Analyze business drivers and translate them into business, information, technical, and solution architecture requirements. Support enterprise initiatives by ensuring alignment between project delivery and long-term architectural vision. Drive continuous development of the architectural runway supporting future business capabilities. Architecture Governance Define and promote architecture principles, standards, frameworks, and governance processes. Establish reference architectures, design patterns, integration standards, and data management practices. Define authoritative systems of record for assets, work management, crews, and operational data. Review solution designs to ensure compliance with enterprise architecture standards. Identify and manage cross-functional dependencies, integration complexity, and technology risks. Provide architecture oversight across multiple initiatives and technology portfolios. Solution Architecture Serve as the architecture authority for utility field operations capabilities, including: Work and Asset Management Field Mobility Outage and Emergency Response Vegetation Management Inspection and Compliance Programs Construction and Maintenance Operations Workforce Scheduling and Dispatch Additional responsibilities include: Evaluating emerging technologies such as: o Artificial Intelligence (AI/ML) o Generative AI o Agentic AI o Internet of Things (IoT) o Cloud Computing o DevOps o Event-Driven Architectures o Microservices o Automation and RPA Developing architecture standards and implementation patterns. Driving adoption of enterprise platforms, tools, and architectural best practices. Collaborating with cybersecurity and compliance teams to ensure secure and compliant solutions. Supporting architecture review processes and technology governance activities. Risk, Security & Compliance Ensure technology solutions align with cybersecurity, privacy, regulatory, and compliance requirements. Design resilient architectures that support high availability, business continuity, and disaster recovery. Partner with security teams to implement secure-by-design architecture principles. Ensure appropriate governance for data protection, system access, and operational resilience. Stakeholder Engagement Serve as a trusted advisor to senior technology and business leadership. Partner with operations leaders to translate business objectives into scalable technology solutions. Collaborate with project managers, solution architects, product teams, and engineering organizations. Present architecture strategies, roadmaps, and recommendations to executive stakeholders. Influence technology investment decisions and modernization initiatives. Required Qualifications Education Bachelor's Degree required. Master's Degree preferred. Experience 10+ years of Enterprise Architecture, Solution Architecture, or Technology Architecture experience. Proven experience designing and delivering enterprise-scale architecture solutions. Strong knowledge of utility field operations and supporting technologies. Experience developing architecture strategies, roadmaps, governance frameworks, and standards. Experience with cloud and hybrid architecture environments. Utility Technology Experience Strong experience supporting or architecting solutions involving: Enterprise Asset Management (EAM) Work Management Platforms GIS Technologies Mobile Workforce Solutions Outage Management Systems Utility Operations Platforms Workforce Scheduling and Dispatch Experience with platforms such as: Hexagon EAM IBM Maximo SAP EAM OpenGrid Esri ArcGIS Utility Mobile Workforce Platforms Technical Expertise Enterprise Architecture Business Architecture Application Architecture Solution Architecture Data & Information Architecture Infrastructure Architecture Cloud Architecture Security Architecture Integration Architecture Enterprise Governance Modern Architecture Patterns Domain-Driven Design Event-Driven Architecture API-First Architecture Microservices N-Tier Architectures Service-Oriented Architecture Cloud & DevOps Cloud Fundamentals Hybrid Cloud Platforms DevOps Practices CI/CD Concepts Infrastructure Automation Data & Security Data Governance Data Security Identity & Access Management Information Protection Security-by-Design Principles Emerging Technologies AI / Machine Learning Generative AI Agentic AI Big Data Technologies Internet of Things (IoT) Preferred Experience Electric and Gas Utility industry experience. Transmission & Distribution (T&D) operations. Multi-operating company utility environments. Enterprise integration strategy and middleware platforms. Field technology modernization initiatives. Large-scale digital transformation programs. Experience architecting: Field-to-enterprise workflows Asset lifecycle management Inspection and compliance solutions Mobile workforce solutions Operational reporting and analytics Customer and operational system integrations Core Competencies Strategic Thinking Executive Communication Business Acumen Stakeholder Management Technology Leadership Enterprise Architecture Governance Solution Design Risk Management Change Leadership Cross-Functional Collaboration Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionRole: Financial Advisor – Growth & Client Strategy Work Setup: Hybrid / Remote Compensation: Up to $100K base + incentives + equity track The Opportunity Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. What You'll Do • Expand and manage a high-net-worth client portfolio, • Provide advanced financial planning, portfolio reviews, and investment guidance, • Partner with internal specialists to win and service sophisticated relationships, • Contribute to growth strategy and market expansion initiatives, • Position yourself to lead or launch a branch in a growth marketWhat You Bring, • 1–3 years as a licensed Financial Advisor, • Active Series 7 & 66, • $250K+ trailing 12-month revenue, • $25MM+ AUM, • At least 10 HNW client relationships ($1MM+ households), • 10+ completed financial plans in the last year, • Strong communication skills and a business-building mindsetCompensation & Advancement, • Base salary plus performance-driven upside, • Equity participation opportunity within 6–12 months, • Full operational and administrative support, • Shift to production model in years 1–2, • Defined 3–5 year growth path with 15–25% annual targets, • Additional rewards tied to branch leadership and revenue milestonesWhat Makes This Different, • Advisor-first structure with shared success, • Clear path to ownership, • Team resources for complex cases, • Freedom to focus on client growth, not back-office tasks

Full-time Description As a Sales Representative, you will play a crucial role in driving new clients to the organization and growing our presence in your assigned territory. Your primary focus will be to target large prospects, specifically ones that have a strong likelihood to utilize more than one of our energy and sustainability solutions. You will promote our suite of solutions to prospects and existing clients to build a stronger relationship to deliver sales and business growth for Environ. Your primary objective will be to identify and cultivate relationships with potential clients, effectively communicate the benefits of Environ’s solutions, and drive the sales process from initial contact to closing deals. By leveraging your expertise and passion for environmental stewardship, you will contribute to accelerating the transition to a cleaner, more sustainable energy future. Environ is a leading energy management firm that helps large commercial and industrial clients reduce carbon emissions and achieve sustainability by improving building energy efficiency, facilitating clean energy procurement, increasing resiliency, boosting regulatory compliance, tracking carbon and meeting ESG commitments. With a history that dates to the early 1990s, Environ serves clients across North America and abroad. Current clients include commercial real estate, healthcare, higher education, hospitality, industrial facilities, data centers and public entities. Environ has more than $1B in energy contracts under management, with >$100M in demonstrated savings for our clients. Environ is highly acquisitive and recently added leading edge carbon tracking and ESG reporting to its portfolio, with additional diversified acquisitions already in the pipeline. • Bachelor’s degree in engineering, business, sustainability, or a related field is required., • 5+ years of energy sales experience with a documented record of successfully cross selling products in the manufacturing, higher/private education, or Healthcare sectors., • A combination of 5+ years of relevant work experience with energy-related certifications will be considered in lieu of a degree. Requirements Proven success in managing complex enterprise-wide sales cycles within the energy, clean energy, renewable energy, or sustainability industry with focused skills in the following areas. • Lead Identification - The ability to research and identify potential customers within a specific market segment. Understand the characteristics of ideal prospects (e.g., industry, size, location, pain points/issues) and develop strategies to find those who fit the criteria. Utilizing platforms such as LinkedIn, social media, CRM databases, or even trade publications to gather information about leads., • Prospecting – Ability to Quickly establish rapport is essential. Have clear, concise, and persuasive call scripts that can engage from the first moment while being skilled to adapt the script on the fly to address individual concerns and objections. An ability to use objections as an opportunity to further clarify how our service is a solution to their need to move the conversation further. After the cold call, have a process in place to follow up and keep the prospect moving through our sales process., • Lead Qualification - Possess the ability to assess leads based on their likelihood of converting. Spend time with prospects that have a higher chance of converting to a client. Qualifying a prospect involves uncovering pain points or needs to assist in assessing whether our product or service is a fit for their need. Use BANT Framework (Budget, Authority, Need, Timing) to determine if the prospect has the budget for the solution, the authority to make the decision, a clear need for the solution, and the right timing for purchase., • Networking Skills - Building Relationships with people who may be potential prospects or can refer leads to you. Leverage Industry trade shows, conferences, webinars, and local networking events to provide direct access to decision-makers. Cultivate relationships with existing clients or business contacts who can refer leads. Good understanding of clean energy technologies, energy efficiency principles, and environmental sustainability concepts. Excellent communication and interpersonal skills, with the ability to effectively engage and influence diverse audiences, including clients, colleagues, and stakeholders. Demonstrated ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced, results-driven environment. Proficiency in CRM software, Microsoft Office suite, and other sales productivity tools. Business Development: • Identify and prospect potential clients within the assigned territory, including large C&I businesses, institutions to get to your annual goals. Potential prospects could be Healthcare, Public Agencies, Higher Education, Manufacturing, or Commercial Real Estate, depending on the alignment between your experience and company need., • Develop and implement strategic sales plans to achieve sales targets and revenue goals, leveraging market research and competitive analysis to identify opportunities for growth., • Build and maintain a sales pipeline through marketing qualified leads (MQLs), sales qualified leads (SQLs), networking, referrals, association events and other proactive outreach efforts. Solution Selling: • Conduct comprehensive needs assessments with prospective clients to understand their energy consumption patterns, sustainability goals, budget, and financial objectives., • Educate clients on the benefits of Environ Solutions, such as community solar or VPPA programs, energy-efficiency or engineering projects, Carbon tracking, Sustainability training, energy procurement, etc… emphasizing the environmental benefits, and long-term value we offer our clients., • Customize proposals and presentations to align with clients' specific requirements, addressing concerns, and objections while highlighting the advantages of clean energy solutions. Relationship Management: • Cultivate strong relationships with clients, building trust and rapport through transparent communication, timely follow-ups, and exceptional customer service., • Serve as a trusted advisor to clients, providing ongoing support and guidance throughout the sales process, from initial inquiry to project implementation and beyond., • Collaborate with internal teams, including subject matter experts, engineers, and sales support, operations, customer service representatives, to ensure seamless coordination and execution of clean energy projects. Market Insights and Feedback: • Stay abreast of industry trends, regulatory developments, and emerging technologies in the clean energy sector, sharing relevant insights and feedback with internal stakeholders to inform product development and marketing strategies., • Ensure all sales activities and opportunities are documented in our CRM. Provide regular reports and updates on market dynamics to sales management, contributing to data-driven decision-making and continuous improvement initiatives., • Full-time, fully remote position, • Occasional company-paid travel may be required, • Full health benefits (medical, dental, vision) with a dental buy-up option, • 10 company-paid holidays, • Competitive PTO policy, • Paid volunteer time off to be able to give back to your community, • 401k (pre-tax and Roth) benefits with company match, • Company sponsored Life, AD&D, short-term and long-term disability insurance The good faith salary hiring range for this position is a competitive base salary plus commission. Please note hiring ranges for candidates may differ based on education and experience. Environ Energy is an Equal Opportunity Employer. We consider all qualified candidates regardless of national origin, veteran, disability, sexual orientation, gender, gender identity or other status protected by law. At this time, we are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States of America without sponsorship.

Description Title: Director of State Government Affairs Employee Status: Full Time Salary: Grade 6 Starting range of $93,800 - $117,300 | Chicago Reports to: Chief of Staff Department: External Affairs Location: Chicago, IL Hybrid Remote: In office: T/W | Remote: M/Th/F Department Function: The Department of External Affairs engages with the stakeholders that make IFF’s community development work possible. It oversees grant fundraising efforts through philanthropic, corporate, and government sources; leads a communications program directed to our clients, partners, funders, and investors; and connects with government decision-makers on public policy that impact IFF’s work. Specifically, the Public Policy department contributes to IFF’s stability and growth through the development and advocacy of public policies that support and further embed the work of community development financial institutions (CDFIs) in federal, state, and local government. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function The Director of State Government Affairs leads IFF’s strategy and advocacy efforts to support and strengthen the role that CDFIs play in helping state governments in IFF’s Midwest region to implement public programs and investments in low- and moderate-income communities. Reporting to the Chief of Staff, and coordinating with the Director of Public Policy on IFF’s public priorities, the Director works with key internal and external stakeholders to develop and advocate for IFF’s public policy priorities at the state level, focusing on: the establishment of state CDFI Funds; (2) state investments in CDFIs; and the role of CDFIs in implementing state-funded capital programs. Requirements Core Responsibilities: 1. Coordinate with IFF staff and key CDFI industry groups to develop and communicate IFF’s state public policy priorities., 2. Develop and implement a strategy to engage government decision makers on IFF’s state public policy priorities, including the Governor, State Treasurer, state legislators on relevant committees, and officials in key state government agencies., 3. Monitor and track developments related to IFF’s state public policy priorities, keeping the Chief of Staff, Director of Public Policy, and Executive Directors updated in real time., 4. In partnership with the Director of Public Policy, facilitate internal efforts across all departments to develop IFF’s position on major state issues that come up and coordinate the collection of project profiles and impact data to represent IFF., 5. Represent IFF in relevant state associations and coalitions or state policy advisory roles., 6. Serve as an advisor to the to the Chief of Staff and Senior Leadership Team on state public policy matters, writing issue briefs on the substance and status of relevant public policy issues., 7. Provide leadership and contribute state public policy and other expertise to cross-functional teams., 8. Perform other duties as assigned by the CEO and Chief of Staff. Performance Measures: 1. Actively collaborates with internal and external stakeholders to develop IFF’s state public policy priorities and outreach plan. Meets annual goals and objective set out in the plan., 2. Produces high-quality and timely work products, including public policy briefings, issue updates, and advocacy materials for external stakeholders., 3. Establishes and builds long-term relationships with the offices of the Governor, Treasurer, legislators on relevant committees, and key state government agencies., 4. Maintains a tracking system and dashboard on IFF’s state public policy priorities and key contacts., 5. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge., 6. Models personal accountability that promotes ownership and engagement., 7. Builds and maintains effective working relationships with colleagues, peers, and team members., 8. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community., 9. High level of satisfaction with both internal colleagues and external contacts. Position Qualifications: Education: Bachelor’s degree required, preferably in political science, public policy or administration, communications, or a similar field. Previous Experience: • Minimum of 7 years of relevant experience in government, public policy advocacy, or government relations, with a demonstrated record of increasing responsibility over time., • Experience in and knowledge of the nonprofit sector, community development, finance, or real estate is preferred. Additional Requirements: Occasional evening and weekend work. Some travel will be required. Standard Benefits: • Medical, dental, and vision insurance, • Paid time off, • 401(k) retirement plan with employer contribution, • Life Insurance, • Short- and long-term disability Work-Life Balance Benefits: • Hybrid workplace, • Summer Fridays Employee Development Benefits: • Professional development stipend, • Mentorship program Miscellaneous: • Wellness programs, • Employee assistance, • Referral Bonuses IFF does not offer the following: • Relocation package, • 100% remote, • Provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above? Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. Both a resume and cover letter are required. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Louisville Group of Northwestern Mutual, we are dedicated to helping good people experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security. Our team is guided by the values of courage, character, and a commitment to excellence, and we strive to create an environment that celebrates recognition, impact, interdependence, and opportunity for income growth. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Childrens, B&B, and Heal Dog Heal. Our offices are located at: • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Sophia Fischer District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley Chief Recruiting Officer:, • Time with NM: 9 months., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Healthcare Expertise into Financial Services with the Louisville Group of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Our offices are located at:, • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw Meet Our Team: Sophia Fischer District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley Chief Recruiting Officer:, • Time with NM: 9 months., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGF, our version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

DevIQ specializes in building modern cloud and data solutions – and we believe in the power of software and technology to improve lives. Join us to partner with passionate mid-market companies focused on reducing energy costs, curing disease, improving education, building smart cities, and more. From true innovation and synergetic cloud & technology partnerships to competitive full-time benefits and a strong team culture, DevIQ is a great place to work. At DevIQ, you’ll: • Build your career with a supportive, inclusive team that appreciates people, creates value, embraces growth, and “owns the problem” as a team., • Enjoy opportunities to learn, exposure to new industries, and building end-to-end solutions through meaningful work on active client projects., • Work remotely and/or from our modern studio in downtown Denver., • Bring your unique perspective and experience to multi-disciplinary teams., • Collaborate on and contribute to transformative digital experiences that touch millions of lives, watching your work make an impact. Please note that you must be a U.S. citizen or eligible to work in the U.S. to be considered for this role, and third-party candidates will not be accepted. We’re looking for a hands-on Senior AI/Machine Learning Engineer to design, build, and deploy AI and machine learning solutions that solve real business problems for our clients. This is a consulting role that blends hands-on engineering, applied AI/ML expertise, and client-facing advisory work. You’ll partner directly with client stakeholders to understand their goals, translate ambiguous problems into well-scoped solutions, and see your work through from prototype to production. Success in this role depends as much on communication, empathy, and professionalism as it does on technical depth. Key Responsibilities: • Own ML solutions end to end — framing the business problem, exploring data, training and evaluating models, and iterating based on rigorous error analysis — through to production deployment and monitoring, • Apply generative AI and LLMs where they fit the problem, selecting appropriate techniques and adapting as the field evolves, • Establish MLOps best practices: CI/CD for models, experiment tracking, model and drift monitoring, and responsible-AI practices, • Translate ambiguous business problems into well-scoped solutions, setting clear expectations on feasibility, timelines, and trade-offs, • Serve as a trusted technical advisor — presenting demos and recommendations, and explaining models, their limitations, and uncertainty clearly to audiences from engineers to executives, • Mentor teammates and collaborate across multi-disciplinary teams of engineers, data scientists, and designers, • Adapt quickly to new industries, tools, and client environments while staying current with the evolving AI landscape, • Operate as a flexible consulting engineer within DevIQ’s delivery model, contributing beyond AI/ML when project needs and team availability require it, including adjacent work such as discovery, data exploration, data engineering, application development, DevOps, solution documentation, technical analysis, internal tooling, or other client-supporting utility tasks. Required: Machine learning depth • 4+ years building, training, and deploying ML models in production — owning the modeling work, not just integrating model APIs., • Strong modeling fundamentals: framing a problem as a learning task, feature engineering, model selection, and reasoning about bias/variance, regularization, and overfitting., • Rigorous evaluation discipline: sound train/val/test methodology, avoiding data leakage, choosing metrics that fit the business goal, and error analysis to diagnose why a model underperforms., • Deep learning fundamentals — architectures, loss functions, training dynamics — enough to build and debug models in PyTorch or TensorFlow, not just call them., • Solid math/stats foundation (linear algebra, probability, statistics) and the judgment to know when ML is the right tool versus a simpler approach. Applied AI and engineering: • Hands-on LLM/generative-AI delivery — RAG, embeddings, fine-tuning, and major model APIs (e.g., Anthropic, OpenAI, Bedrock) — with judgment to choose between prompting, retrieval, and fine-tuning., • Strong Python and the modern ML stack (PyTorch or TensorFlow, scikit-learn), plus solid SQL., • Experience deploying and monitoring ML workloads on at least one major cloud (AWS, Azure, or GCP), including versioning, drift monitoring, and retraining. Consulting and communication: • Client-facing or consulting experience, able to explain technical trade-offs — including model limitations and uncertainty — to non-technical stakeholders, • Self-directed and comfortable with ambiguity across multiple engagements, • Willingness and ability to work beyond a narrowly defined AI/ML role, contributing to adjacent engineering, data, discovery, DevOps, consulting, and utility activities as needed in a project-based consulting environment. Preferred: • Experience with Databricks, lakehouse architectures, or large-scale data engineering workflows, • Experience supporting pre-sales efforts (solution design, scoping, and estimating), • Depth in one or more ML domains — e.g., NLP, computer vision, time-series forecasting, or recommender systems, • Research or open-source signal in ML — publications, patents, notable contributions, or competition results, • Bachelor's or Master's degree in Computer Science, Machine Learning, or equivalent practical experience Est. Salary Range (Colorado Only): $140,000-$170,000* *Disclaimer: In accordance with Colorado’s Equal Pay for Equal Work Act, effective January 1, 2021, a good faith hourly or base salary range must be posted for all positions where the work may be performed in the state of Colorado. Therefore, this good faith salary range will only apply where this described position will be performed in the state, and should not be considered the compensation range in other locations or for other positions. DevIQ Benefits Include: • Competitive financial compensation and utilization bonus plans, • Medical, Dental, Vision Insurance, • 401k, With 4% Matching, • Paid Time Off, • Health Savings Account (HSA)/Flexible Spending Account (FSA), • Short-Term/Long-Term Disability Insurance, • Business funded Life Insurance Plan, • Dynamic yet relaxed work atmosphere, • Wide Variety of Growth Opportunities

Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • Work toward leading or establishing a branch office in a high-growth market Qualifications: • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Clear, confident communication skills and a passion for wealth management Compensation & Growth Path: • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client: • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

The AI orchestration of your wildest imagination. n8n is the open workflow orchestration platform built for the new era of AI. We give technical teams the freedom of code with the speed of no-code, so they can automate faster, smarter, and without limits. Backed by a fiercely inventive community and 500+ builder-approved integrations, we’re changing the way people bring systems together and scale ideas for impact. Since our founding in 2019, we’ve grown into a diverse team of over 260 - working across Europe and the US, connected by a shared builder spirit and with our centre of gravity in Berlin. Along the way, we’ve: Cultivated a community of more than 650,000 active developers and builders Earned 190K+ GitHub stars, making us one of the world’s Top 40 most popular projects Backed by top investors, from Sequoia’s first German seed to our SAP's recent strategic investment - bringing us to a $5.2bn valuation That’s the company we’ve built. Now we’d love to see what you can build. If you’re applying, try n8n out - whether you’re technical or not - and share a screenshot of your first workflow with us. The easiest place to start is here: _. We’re in a defining moment of an incredible journey. Come and build with us. Your main goal will be to own the technical success of n8n’s strategic top tier customers, helping them run healthy, scalable, and high-performing environments while maximizing long-term platform adoption. As a trusted technical advisor, you’ll partner closely with customers and internal teams to make sure top tier accounts get the guidance, support, and operational excellence they need to succeed: Act as the dedicated technical point of contact for a portfolio of strategic top tier customers. Lead the technical handoff from Sales Engineering to ensure continuity from implementation into ongoing operations. Build deep relationships with technical stakeholders, architects, platform owners, and engineering leaders. Continuously assess customer deployments to identify risks around scalability, reliability, performance, and maintainability. Provide strategic recommendations for platform improvements, upgrades, optimizations, and architectural changes. Guide customers on automation and workflow best practices when they impact platform performance, reliability, or scalability. Oversee technical support intake, issue management, critical incidents, and high-severity support cases. Coordinate cross-functional responses with Support, Product, Engineering, and Customer Success teams. Keep customers informed with timely communication, clear resolution plans, and proactive risk management. Analyze support activity, recurring issues, usage patterns, and operational risks to drive preventative action plans. Triage technical product issues, bugs, and feature requests, ensuring feedback is accurately captured internally, and tracking through to completion with product & engineering. Share structured customer insights with Product and Engineering to improve platform outcomes at scale. Identify and address technical product gaps surfaced by enterprise customers, from triaging bugs and feature requests to contributing lightweight fixes, workflow improvements, or pull requests where appropriate, partnering with Product and Engineering to get high-impact improvements adopted. Technical account leadership: You have strong experience in Technical Account Management, Solutions Architecture, Customer Engineering, Site Reliability Engineering, or a similar customer-facing technical role. ☁️ Infrastructure and platform expertise: You deeply understand cloud infrastructure, distributed systems, APIs, integrations, and platform operations. Production troubleshooting: You have diagnosed performance, reliability, and scalability challenges in production environments. Clear technical communication: You can translate complex technical topics into actionable recommendations for both technical and business stakeholders. Stakeholder management: You’re confident building trust with senior technical stakeholders and aligning internal teams around customer outcomes. Cross-functional collaboration: You have worked closely with Support, Product, Engineering, and Customer Success teams to solve customer challenges. ️ Strong DevOps and infrastructure experience, including hands-on exposure to Docker, Kubernetes, self-hosted deployments, cloud environments, and the operational considerations needed to run scalable, reliable production systems. At least 6 months experience with n8n or similar workflow automation / iPaaS platforms such as Zapier, Make, Node-RED or similar. Familiarity with AI / LLM integrations, agentic workflows, or automation use cases involving AI-enabled business processes. Experience supporting both self-hosted and SaaS enterprise customers, especially in complex or highly regulated environments. ‍ Background working with open-source, developer-first, or technical platform products. Previous exposure to scaling customer success or TAM motions in a high-growth SaaS or infrastructure company. Proactive and consultative in approach, with the ability to understand the business impact of technical issues, anticipate upcoming challenges, and stay organised across multiple customer priorities. Why join us? At n8n, you’ll play a key role in shaping how our most strategic customers scale their automation infrastructure with confidence. You’ll be the technical owner for long-term top tier partnerships, working closely with customers and internal teams to improve platform health, reduce operational risk, and turn real-world customer insights into better product outcomes. You’ll join one of Europe’s fastest-growing startups at an exciting stage of growth, with the autonomy to build trusted relationships, influence how we deliver top tier support, and help define what exceptional technical success looks like for enterprise customers. Sound like a challenge you’re excited to take on? Apply now — and help us build the future of automation. n8n is an equal opportunity employer and does not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, gender identity, age, marital status, veteran status, or disability status. We can sponsor visas to Germany; for any other country, you need to have existing right to work. Our company language is English. You care about diversity and inclusion? We do too! Check out our (). Location disclaimer: If you see multiple job postings for the same role, it is most likely because we're hiring remotely for this role and posting in different locations to make sure every potential candidate can see the role. Please apply to the location you're the most likely to work from in the future. Competitive compensation – We offer fair and attractive pay. Ownership – Our core value is to “empower others,” and we mean it—you’ll get a slice of n8n with equity. Work/life balance ️ – We work hard but ensure you have time to recharge: Europe: 30 days of vacation, plus public holidays wherever you are. US: 20 vacation days, 8 sick days, plus public holidays wherever you are. Health & wellness – Europe: We provide benefits according to local country norms.* US: Multiple low-premium, low-deductible medical plans with coverage for individuals and families—plus a no-cost premium HDHP option with a pre-seeded HSA—along with dental and vision coverage. Future planning – Europe: We provide pension contributions according to local country norms.* US: 401(k) retirement plan with a 4% employer match. Financial security ️ – Europe: We provide benefits according to local country norms.* US: Company-paid short-term and long-term disability insurance, plus life insurance to support you and your loved ones. Career growth – We hire rising stars who grow with us! You’ll get €1K (or equivalent) per year to spend on courses, books, events, or coaching to level up your skills. A passionate team – We love our product, and we prove it with regular hackathons where we see who can build the coolest thing with it! Remote-first – Our team works remotely across Europe, with regular off-sites for team bonding. Some roles, like sales in the US, are hybrid—please check the job description. Giving back – We're big fans of open source, and you'll get $100 per month to support projects you care about. AI enablement – We believe in working smarter—everyone gets an unlimited AI budget to explore and use the best tools to boost productivity and creativity. Transparency – We all know what everyone’s working on, how the company is doing—the whole shebang. • Country-specific details are provided in your contract.

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. WORK FROM HOME This remote position is available to candidates who reside in Texas and are available to work Monday through Friday from 10:00 AM to 7:00 PM Central Time. You must have a home office setup including a quiet workspace and a reliable high-speed internet connection. A minimum of 1 year of proven phone sales experience in a remote or virtual environment is required. ABOUT THE ROLE As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. Our industry-leading marketing generates same-day inbound calls from clients who are actively seeking solutions to their tax challenges. Your job is to be their trusted advisor—conducting discovery calls, analyzing financial and tax information, and enrolling clients into life-changing tax resolution programs. With no cold calling and a robust support system backing you up, you can focus on what you do best: closing deals and changing lives. HOW YOU’LL BE REWARDED Unlimited Earnings Potential! Your pay is directly tied to your performance—with no commission cap. Highly motivated representatives with strong selling skills consistently earn $100,000–$150,000 annually. Base Pay: $12.00 per hour (full-time, 40 hours per week) Commission: Average monthly earnings potential of $8,000–$13,000 With our superior lead flow, your earning potential is limited only by your drive and skill. WHAT MAKES THIS OPPORTUNITY DIFFERENT • Industry-Leading Leads: Warm, same-day inbound calls from clients actively seeking help, • No Cold Calling: Spend all your time on qualified prospects, not outdated lists, • Proven Success Model: Our top performers consistently earn six figures through a process built for your success, • Technology & Support: Access to advanced tools and analytics that make closing efficient and data-driven, • Career Growth: Join one of the fastest-growing companies in the tax resolution industry with clear paths for advancement WHAT YOU’LL DO • Client Consultation: Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals, • Program Evaluation: Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs, • Sales Cycle Management: Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience, • Empathy and Advocacy: Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward, • CRM Documentation: Accurately record client interactions and financial information to ensure seamless communication across teams, • Performance-Driven Results: Meet or exceed sales goals through persistence, organization, and continuous improvement WHAT YOU’LL NEED TO HAVE • Proven success in remote phone sales or telemarketing (minimum 3 years), • Highly motivated with strong communication and relationship-building skills, • Comfortable managing high call volumes and follow-ups in a virtual setting, • Self-disciplined with the ability to work independently and meet goals, • Excellent verbal and written communication; able to simplify complex concepts, • Proficiency with customer systems (Google Suite, Salesforce preferred), • Strong empathy and professionalism when handling sensitive client issues, • Effective time management and adaptability in a fast-paced environment WHAT MAKES YOU A STRONG CANDIDATE • Experience in debt settlement or other financial hardship sales environments, • Background in high-volume inbound sales with a consistent track record of performance, • Strong B2C sales experience with the ability to build trust and close effectively over the phone We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking _.

We are seeking a highly skilled Senior Accountant - independent contractor - with a focus on Intacct to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team. This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing high-value accounting and advisory services. While this position does not have direct reports, it requires strong leadership, mentorship, and collaboration skills to guide a team of staff and senior staff accountants and support client success. The Senior Accountant will be responsible for managing client engagements, optimizing financial processes, and ensuring accurate financial reporting. This role plays a critical part in advising clients on best accounting practices, system implementations, and operational efficiencies. The ideal candidate will have a strong technical background in outsourced accounting, experience in a multi-client environment, and the ability to provide strategic financial insights. Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as FloQast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. The ability to implement workflow automation, reconcile accounts at scale, and provide data-driven financial insights will be essential to success in this role. If you are a results-driven accounting professional who excels at client advisory, financial leadership, and strategic execution, we invite you to apply. As a platinum Sage partner, TydeCo and our partner entity TydeCo U we specialize in delivering cutting-edge ERP and HRP solutions such as Sage 300 Cloud and Sage Intacct. We also offer Outsourced Accounting solutions to help clients streamline financial operations and scale with confidence. Our dedication to innovation, excellence, and client success ensures businesses not only adopt our solutions but thrive in competitive markets. If you're ready to lead in a fast-paced, high-impact environment, we invite you to be part of our journey. This position will report to the Team Manager(s). This position is fully remote and can be based anywhere in the U.S. Key Responsibilities Global Support • Operate within a global framework, ensuring adaptability to support teams, meet deadlines and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed., • Collaborate with international stakeholders, adjusting to varying schedules and priorities as needed., • Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency., • Maintain flexibility in scheduling to accommodate time-sensitive tasks and cross-regional collaboration. Advanced Accounting & Financial Analysis • Lead the month-end and year-end close processes, including journal entries, accruals, and financial reconciliations., • Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making., • Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records., • Utilize FloQast for close management, reconciliation tracking, and workflow automation. Client Advisory & Relationship Management • Serve as a trusted financial advisor to clients, offering data-driven insights and recommendations., • Lead client onboarding and Sage Intacct implementations, ensuring financial systems are optimized., • Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies., • Assist in the implementation and migration of accounting systems, ensuring smooth onboarding and system optimization., • Conduct systems analysis to evaluate and optimize clients’ utilization of Sage Intacct, ensuring alignment with operational goals, • Deliver tailored training to clients on the effective use of Sage Intacct, empowering them to maximize system capabilities and ensure long term success, • Conduct quarterly financial reviews with clients, providing actionable insights for improved business performance,. Client Engagement & Project Contribution • Maintain minimum billable hours as defined by leadership., • Provide strategic recommendations to improve clients’ HR and payroll efficiency., • Collaborate with sales/account management teams to align deliverables with scope and client expectations., • Identify service expansion opportunities and areas of client value. Technology & Operational Efficiency • Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for financial reporting, automation, and process optimization., • Implement best practices for financial operations, including automation, process standardization, and internal controls to enhance accuracy and efficiency., • Support financial technology integration projects, ensuring seamless adoption of new tools and systems for accounting, payroll, and reporting functions., • Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting., • Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct, improving efficiency, accuracy, and timeliness., • Drive continuous improvement initiatives, staying ahead of industry trends and technological advancements. Senior Mentorship • Guide and mentor Staff Accountants, providing technical expertise, process training, and career development support., • Review work prepared by Staff Accountants, ensuring accuracy and adherence to best practices., • Act as a subject matter expert for Sage Intacct, QuickBooks Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts., • Foster a culture of continuous improvement and knowledge-sharing within the CAAS team., • Collaborate across departments to enhance service offerings and improve client outcomes., • Stay ahead of industry trends to drive continuous improvements in outsourced accounting services. Internal Collaboration & Process Alignment • Participate in global accounting meetings, ensuring consistency and compliance across financial processes., • Work cross-functionally with operations and finance teams to align accounting practices with business needs., • Assist in the preparation of audit schedules, tax filings, and financial compliance documentation., • Provide support to leadership by preparing financial data, reports, and insights for internal decision-making. Key Attributes • Resilience and Adaptability: You excel in a global, fast-moving environment, balancing multiple client engagements, financial reporting requirements, and operational challenges while ensuring quality and timeliness., • Attention to Detail: Your deep expertise in multi-entity, multi-currency accounting ensures accuracy in financial reporting, reconciliations, and compliance efforts. You take pride in delivering audit-ready financials., • Collaborative Mentorship: As a mentor to staff accountants and a strategic partner to senior leadership, you drive cross-functional collaboration, ensuring accounting functions align with broader business objectives., • Client-Centric Advisory Mindset: You go beyond transactional accounting to provide financial insights, advisory services, and operational improvements that help clients optimize their financial processes., • Problem-Solving and Analytical Excellence: With a data-driven mindset, you analyze financial trends, identify opportunities for efficiency, and leverage automation tools such as Sage Intacct, FloQast, and QuickBooks to drive operational improvements., • Strategic Accountability: You take ownership of financial performance, reporting accuracy, and process optimization, ensuring that best practices are implemented across financial close, payroll processing, and tax compliance., • 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant or Sr. Controller preferably in outsourced accounting, advisory services, or a CPA firm., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience., • Proficiency in Sage Intacct (Required), including:, • Proficient in Core Financial Modules, • Experience creating Financial Reports, • Experience with Multi-Entity environments, • Experience with Advanced Workflows, • Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required)., • Strong technical expertise in multi-entity, multi-currency accounting functions., • Experience with payroll, sales tax filings, and financial audits., • Strong analytical skills with a proactive problem-solving mindset. Preferred Experience • Background in SaaS, outsourced accounting, or financial consulting., • Familiarity with ERP implementations and financial technology integrations., • Experience in client-facing financial advisory roles. Work Environment Work can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. About Us TydeCo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from qualified candidates of all backgrounds, regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics.

As an Account Executive, you'll work directly with restaurants and hospitality groups to identify gaps in their current tools, recommending the appropriate SevenRooms Platform solutions: including reservation, waitlist & table management, Online Ordering for delivery & pickup, marketing automation, and more. This role is necessary to the success of empowering hospitality operators everywhere to excel, be inspired, and deliver magical guest experiences every day. You will add new restaurants to the SevenRooms platform and collaborating with our operational teams to support the onboarding of those new accounts. You will foster relationships with these operators to guarantee a smooth transition as they come on board and to ensure they are excited and committed about using the SevenRooms platform. You will report to our Sales Manager, NAM. This role will be based in Miami. The SevenRooms SMB Sales team is on a mission to redefine and reshape the hospitality industry for restaurant operators around the globe. SevenRooms Account Executives are trusted advisors and expert relationship-builders, approaching every conversation with potential clients in a consultative manner to identify their existing business gaps and think creatively to present the perfect solution. We are changing the current landscape by opening the door for hospitality operators to truly own their guest relationships, reducing dependency on 3rd party networks, and streamlining operations. A group of go-getters, we are determined to share our operator-first and operator-only guest engagement solution, and to be a true and trusted partner to all hospitality businesses. • Restaurant Acquisition: Develop a pipeline of restaurants and hospitality groups., • Sales Experience: Master the value proposition of the SevenRooms platform to help operators understand how we can help their business., • Presentations: Conduct meetings and demos both virtually and in person when applicable., • Full Cycle Sales: Own 100% of the sale from prospecting, pitching, negotiation, contracts and through to go-live: including live product demonstrations, follow-ups, agreement signing, etc., • Trusted Advisor: Build relationships with your partners and always advocate for SevenRooms clients to ensure their success, • 3+ years of hospitality technology sales experience, • Face-to-face and virtual presentation capability, • Autonomous in your work and able to work both in-office and remotely, • Technologically savvy with a desire to learn new tools, • Perform daily responsibilities with a drive for results, • Experience with Salesforce, Outreach, and equivalent tools, • Restaurant / Hospitality experience a plus, • Travel into core markets periodically, • A fresh start: SevenRooms offers the unique opportunity for eligible new hires to participate in our Fresh Start Program, where the company provides the option to curate your own meaningful experience, to reset and refresh. Whether you want to prioritize self-care and rest, connect with loved ones, or treat yourself to something new – the choice is up to you and our team is ready to help make that happen., • Equitable compensation: Our compensation packages are based on competitive external market data. At SevenRooms, you can expect to be paid well for your contributions towards transforming the hospitality industry. We also offer equity for all employees as part of our commitment to everyone being an owner and working together to build an outstanding company., • Commissions Eligible: The On-Target Earnings (Base + Commission) range for this role is $149,000.00 - $152,000.00. This is the range SevenRooms in good faith believes is the range of possible compensation for this role at the time of the posting. This range is only applicable for jobs to be performed remotely in any US state. Base pay offered may vary depending on, but not limited to education, experience, skills, geographic location, travel requirements, sales or revenue-based metrics, and business needs. This range may be modified in the future. This job is also bonus eligible. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable., • Comprehensive benefits package: We offer a full slate of benefits for our employees and their families: comprehensive medical, dental, and vision benefits, commuter benefits, gym reimbursement, 401K plan, life insurance, and unique wellness offerings including One Medical, Wellhub, Spring Health, and Carrot., • Employee programs: Through our Roomie’s Choice program, all employees at SevenRooms receive a monthly stipend to spend however they see fit. You will also receive unique milestone awards throughout your journey with SevenRooms, including swag, experiences, and trips to celebrate specific years of tenure., • Learning and professional development: Your manager will partner with you on establishing quarterly goals that not only benefit our organization but aid in your overall career development and advancement. SevenRooms also provides financial support for continuing education, certifications, or participation in external training programs as part of many reimbursement options available through Roomie’s Choice. SevenRooms is a guest experience and retention platform that helps hospitality operators create exceptional experiences that drive revenue and repeat business. Trusted by thousands of hospitality operators around the world, SevenRooms powers tens of millions of guest experiences each month across both on- and off-premises. From neighborhood restaurants and bars to international, multi-concept hospitality groups, SevenRooms is transforming the industry by empowering operators to take back control of their businesses to build direct guest relationships, deliver exceptional experiences and drive more visits and orders, more often. The full suite of products includes reservation, waitlist and table management, online ordering, mobile order & pay, review aggregation, email marketing and marketing automation. Founded in 2011 and venture-backed by Amazon, Comcast Ventures and PSG, SevenRooms has dining, hotel F&B, nightlife and entertainment clients globally, including: Marriott International, MGM Resorts International, Mandarin Oriental Hotel Group, Wynn Resorts, Jumeirah Group, Hard Rock Hotels & Resorts, Wolfgang Puck, Michael Mina, Bloomin’ Brands, José Andrés Group, Union Square Hospitality Group, Australian Venue Company, The Wolseley Hospitality Group, Dishoom, Live Nation and Topgolf. SevenRooms has been recognized as a top employer for its people-first approach by publications including: • Inc. Best Workplaces (2023, 2022, 2020), • Inc. 5000 (2024, 2023, 2022), • Ragan’s Platinum HR Awards Finalist (2022), • Built in Best Places to Work NYC (2023, 2022, 2021, 2020), • Built in Best Place to Work NYC - Midsize Companies (2023, 2022), • VentureFizz Unique PTO (2022), • Forbes Best Startup Employers (2022) SevenRooms is an equal opportunity workplace and an affirmative action employer. We welcome all qualified applicants regardless of race, color, ancestry, religion, sex (including pregnancy and related conditions), national origin, sexual orientation, age, marital status, disability (physical or mental), gender identity, gender expression, genetic information, veteran status, citizenship, immigration status, or any other classification, category or characteristic protected by applicable federal, state or local laws. We understand the importance of creating a more diverse and inclusive workplace and celebrate our employees for their differences. View our Prospective Employee Privacy Notice _.

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. Flex card is Dave's newest and most ambitious product, a pay-in-4 card built for the millions of members living paycheck to paycheck who've never had fair access to credit. It's not a feature. It's a new business line, and it's just getting started. This role sits at the center of Flex card's growth and adoption. You'll own meaningful parts of the roadmap from onboarding conversion to activation, engagement, and retention, turning member insights and performance data into features that scale. You'll work closely with Engineering, Design, Credit, Underwriting, Legal, and Operations to improve access, drive usage, and build a card that our members genuinely keep top-of-wallet. If you like real ownership, innovative financial products, and building for people who are genuinely underserved, this role is for you. Drive Flex card adoption: Lead Flex card features from discovery through launch and iteration, spanning onboarding, activation, spend, repayment, and member communication Ship with speed and conviction: Lead your squad through discovery, delivery, and in-market optimization - ensuring fast execution without losing sight of long-term impact. Own the numbers: Drive core metrics including offer-to-activation conversion, card usage, repayment behavior, and member retention Enable flawless execution: Translate goals into clear, prioritized backlogs in partnership with product, research, design, engineering, and data teams, leading to fast, high-quality execution Lead with evidence: Use qualitative research and quantitative data to surface the highest-impact opportunities across the member funnel Champion Flex card evolution: Explore and validate how Flex card evolves as a multi-product experience alongside ExtraCash and Dave Banking Flex card is Dave's bet on becoming top-of-wallet for our members – not just a safety net, but the card they reach for every day. It's cashflow-based, no-credit-check, and built to give members spending power without the traps that come with traditional credit. In this role, you'll help shape a product in its earliest and most formative stages, making decisions that directly affect member access, financial outcomes, and how Dave grows. The problems are real, the stakes are high, and your fingerprints will be all over it. Experience 5+ years of product management experience, including 2+ years in fintech, lending, cards, or related consumer financial products Proven track record of improving growth, conversion, and retention in consumer products Proven ability to manage a complex product surface area with many stakeholders, using strong product judgment to balance user experience, risk, and business outcomes Experience working closely with senior leaders to propose, refine, and ship new initiatives Strong analytical and problem-solving skills. Comfortable using data to inform decisions (SQL and/or tools like Looker, Mode, Tableau, or similar) Proven ability to use AI tools as a force multiplier for speed, quality, and impact Bonus Familiarity with BNPL, installment lending, or open-loop card products Experience with cashflow-based underwriting or alternative credit models Familiarity with consumer credit regulations You thrive in early-stage product environments where the roadmap is still being written. You take ambiguous, high-impact problems and turn them into clear plans that ship, making smart trade-offs between speed, risk, and long-term outcomes. You're rigorous about data but never lose sight of how real members experience the product. You're adaptable when priorities shift and steady when the stakes are high. You build trust with engineers, designers, and business partners by being clear, prepared, and decisive. You're motivated by real responsibility, welcome visibility with senior leaders, and see complex work as an opportunity to grow. Real autonomy over a critical, early-stage product. High visibility and real accountability. You'll have direct influence over a product that's still taking shape. Mission with scale: Tangible impact for millions of members—not theoretical Product at the core: Product is central to how Dave grows and wins Strong partners: Collaborative teams who care about building the right thing Meaningful ownership: Competitive compensation, meaningful equity in a public company (NASDAQ: DAVE), comprehensive benefits, 401(k) matching, and flexible PTO Ready to build for the underdog? Reports to: Senior Director, Product Management Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: 💚 Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals 💻 Flexible hours and virtual-first work culture with a home office stipend 🏥 Premium Medical, Dental, and Vision Insurance plans 👶 Generous paid parental and caregiver leave 💰 401(k) savings plan with matching contributions 📈 Financial advisor and financial wellness support 🏖️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break 🎉 All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

Company Overview: Our client is world’s best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services. • Region: USA, • Work Environment: Remote USA, • Reporting to: Global Business Unit Head, • Reports: 5 to 6 Senior Sales Managers, • Domain Expertise: Renewable Generation, Transmission & Distribution, Energy Trading, • Customer Segment: Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users, • Travel Requirement: Up to 60% (on business needs) Job Details: Objective: As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States. Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains: • Renewable energy grids and hybrid generation plant control rooms, • Power system transmission and distribution (PT&D) control rooms,, • Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements, • Substation automation software, Fault Analysis application and asset management solutions, • Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation, • Monitoring and Control of Grid interactive distributed energy resources – energy storage, electric vehicles ad demand response. You will be supported by: • Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation, • Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform, • Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development, • Their solution tailored to customer’s needs by supporting fully configurable and scalable architecture for project specific implementation In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships. Key Responsibilities Sales Strategy & Execution • Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives., • Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers., • Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity. Consultative Selling & Energy Strategy • Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity., • Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization., • Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions. Expertise in Proposal Development & Bid Management • Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives, • Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer’s specific needs, • Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer’s business and energy infrastructure. Bridge Relationships with Customer Executives • Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives., • Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation., • Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement. Market Intelligence & Thought Leadership • Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities, • Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition., • Represent THEM at industry events, conferences, and forums, strengthening the company’s position as a leader in the energy transformation space. Customer Engagement & Success • Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values., • Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions., • Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer’s energy strategy. Required Qualifications: • 25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector., • Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management., • Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals., • Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders., • Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations., • Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector., • Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes., • Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Skills & Competencies: • Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations., • Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector., • Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes., • Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Sales Incentives and Other Benefits: • 401K Match up to 4%, • Health, Dental and Vision Insurance

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We’re looking for a Mortgage Forward-Deployed Engineer (FDE) to join our team and be the bridge between our product and our customers. This is not your standard engineering role, you’ll be out in the field, working directly with clients, writing production code, and helping them reimagine how they run their business with our platform. You will be working directly with our Account Management team, implementation team and onboarding team. This role reports to the VP of Account Management. As an FDE, you’ll wear different hats: engineer, architect, and trusted advisor. One day you might be prototyping a custom integration; the next, you’re running a proof-of-value with a C-suite exec; the next, you’re feeding back product insights that shape the roadmap. If you like variety, ownership, and making real-world impact, you’ll love this role. This role will report to our Lead Forward-Deployed Engineer and be a part of the Account Management team. What you'll do: • Act as a technical expert and trusted advisor during the post-sales process, embed with customer teams to understand their workflows and demonstrate how Ocrolus’ technology improves efficiency in mortgage origination., • Review and consult on technical solutions, APIs, microservices, data pipelines, and integrations that solve real business problems., • Build and support technical solutions and integrations for mortgage clients using Ocrolus, Encompass, and other POS/LOS mortgage platforms., • Run proof-of-concepts and proof-of-value engagements that demonstrate ROI fast., • Troubleshoot gnarly technical issues in live environments and get things back on track., • Partner with the Account Management and Product teams to deliver value, and influence the roadmap., • Travel occasionally (~30–50%) to customer sites and industry events Who we're looking for: (Skill Sets and Qualifications) • 3+ years of experience in software engineering, solutions engineering, or technical consulting., • 3+ years of a background in mortgage, or lending workflows., • Strong understanding and experience with Encompass, • Strong consultative sales/account management approach—able to map technology to business challenges and drive change management conversations., • Excellent communication and presentation skills, with experience engaging senior mortgage executives., • Backend: Python; APIs; Encompass Developer Connect; SQL., • Frontend: React/TypeScript; JavaScript with ICE Secure Scripting Framework (SSF) for Encompass custom form and workflow logic., • Supporting: Familiarity with mortgage LOS/POS platforms (Encompass, Blend, SimpleNexus, Floify); Git; cloud basics (AWS/Azure)., • Thrive in fast-paced, ambiguous environments where you figure it out and get it done. Nice to Have: • Experience with SaaS integrations or loan origination systems., • Additional mortgage LOS/POS experience, • Exposure to AI/ML or generative AI., • You’ll have ownership from day one, our FDEs lead projects end-to-end., • You’ll work directly with customers and see the immediate impact of what you build., • You’ll shape the product by bringing the voice of the customer straight to engineering., • You’ll work directly with a team focused on creating an excellent client experience, • You’ll have fun working with a highly proactive, collaborative team Note: The full-time salary range for this role is between $150,000 - $170,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.

• Run a phone-first consultative sale: discover needs, educate, and guide clients into the right tax relief program., • Work a steady stream of inbound leads (no cold calling) using a clear, repeatable 3-step process., • Drive activity and outcomes on a buzzing sales floor with real-time coaching and leadership support., • Collaborate with Case Management and EAs to ensure a seamless client handoff and long-term success., • Coachable and competitive: you take feedback, adjust fast, and want to be #1 on the board., • Documented closing history: Presidents Club, top-20%, or consistent 100%+ to quota (bring receipts)., • Phone-savvy communicator with empathy, urgency, and strong follow-through., • Resilient during ramp: you stick it out, stay hungry, and keep learning., • Commute-ready: Able to work in Phoenix now and Chandler starting mid-October 2025 (reliable transportation required)., • CRM fluency (logging notes, pipeline hygiene) and basic Excel/Docs competence., • Insurance: Insurance Sales Agent, Life/Med Sales, Insurance Advisor, • Field/Technical: Outside Sales Rep, Territory Sales Manager, Sales Engineer, • Real Estate: Real Estate Agent/Realtor, New Home Sales Consultant, • Automotive: Automotive Sales Consultant, Internet Sales, • Medical/Pharma: Medical Sales Rep, Pharmaceutical Sales Rep, Territory Manager, • B2B/SaaS: Account Executive, Solutions Consultant, • Solar & D2D: Solar Sales Consultant/Rep, Door-to-Door Rep, • Home Services: Inside/Outside Sales (Roofing), Pest Control Sales, • Financial/Tax: Debt Settlement, Tax Relief sales experience (big plus), • Income Engine: Ramp up training pay, 15% commission on revenue + daily/weekly/monthly bonuses. Top performers are well into five figures monthly when firing on all cylinders. • Inbound-Lead Advantage: Focus on closing—no cold calling., • Training & Coaching: Structured ramp, ongoing sales development, and leader support., • Benefits & Balance: Health/vision/dental + M–F schedule so you keep your weekends., • Culture: In-office only, high-energy sales floor, Music-on, game-room breaks, and a floor that celebrates big wins. If you’re a coachable closer with proof you can perform, we want to talk. Apply now and bring your track record—let’s turn your skill into impact and earnings. Note: This is not a remote role. You must be able to work on-site in Phoenix now and Chandler starting mid-October 2025.

At Puzzle, we're not just building accounting software - we're fundamentally reimagining it. Our cutting-edge platform seamlessly integrates with modern fintech tools, offering founders and finance teams a real-time and comprehensive view of their finances like never before. Our mission is to empower businesses with seamless financial operations, realtime insights and free accountants from bookkeeping tedium. To help us achieve our goals, we're looking for an experienced Customer Success Manager to drive adoption, retention, and growth across a high-volume portfolio of small to mid-sized finance teams. As a Customer Success Manager at Puzzle, you'll work closely with founders and SMBs to ensure they get up and running quickly and successfully on Puzzle. You'll guide customers through onboarding, provide product education, answer workflow questions, and act as a trusted partner as they manage their financial operations on our platform. This role is highly relationship-driven and requires someone who is comfortable working with founders and small teams who may not have deep accounting expertise. You'll play a key role in driving product adoption, customer satisfaction, and retention while helping customers navigate accounting workflows and financial tooling. This is an opportunity to join a fast-growing startup and work closely with customers who are building the next generation of companies. Guide new customers through onboarding and implementation, ensuring a smooth transition onto the Puzzle platform Deliver product training via video calls, demos, and written resources Serve as a trusted advisor to founders and operators as they adopt modern financial tooling Build strong relationships with founders, operators, and finance leaders Answer product questions, troubleshoot workflow challenges, and ensure customers are getting value from Puzzle Monitor customer health and engagement to proactively address issues and improve adoption Work closely with Product, Engineering, and Support teams to escalate issues and advocate for customer needs Share customer feedback and insights that help shape product improvements Collaborate with internal teams to improve onboarding materials, help documentation, and customer education resources 3+ years of experience in Customer Success, Account Management, or a similar customer-facing role in B2B SaaS Understanding of accounting concepts and financial workflows Strong communication skills with the ability to explain complex concepts in simple terms Comfortable guiding customers through software onboarding and workflow setup Proactive self-starter with an ownership mindset, and high attention to detail in a fast-moving environment. Familiarity with accounting tools such as QuickBooks, Xero, NetSuite, or similar platforms Experience working at a fintech, financial SaaS, or accounting technology company Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in a flexible, remote-first environment. You'll have the opportunity to make a significant impact, work with innovative founders, and develop valuable expertise at the intersection of modern accounting and fintech. Here is a preview of some of the amazing benefits here at Puzzle: Competitive compensation 100% paid employee health, dental, and vision plans 10 observed holidays and a flexible PTO policy so you can recharge $1000 home office budget to get you set up for success $2400 co-working budget for face time with your colleagues $600 learning and development budget 401K so you can save for your future And much more *Visa Sponsorship Notice: Puzzle does not provide visa sponsorship for new hires at this time. We can only consider candidates who are legally authorized to work in the U.S. or Canada without requiring new visa sponsorship or transfer of an existing visa. Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program. Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law

At TTEC Digital, we coach clients to ensure their employees feel valued, and fully supported, because an amazing customer experience is an employee first process. Our vision is the same, a place where employees know they can thrive. TTEC Digital seeks a ServiceNow Technical Consultant to join our growing ServiceNow practice area. The ideal candidate will have expertise with the Field Service Management (FSM) module. To be considered for this role, you must be a U.S. citizen and willing and able to subscribe to a Public Trust background. This is a 100% remote opportunity As a ServiceNow Technical Consultant, working remotely, you will be responsible for the successful design, implementation, and ongoing support of ServiceNow solutions that meet our clients' business needs. You will work closely with clients to understand their requirements, provide technical guidance, and ensure the seamless integration and optimization of ServiceNow applications. Advanced Solution Design and Implementation: • Lead the analysis and translation of business requirements into advanced technical specifications and comprehensive ServiceNow solutions., • Design, configure, develop, and implement complex ServiceNow applications and modules, ensuring optimal performance and user satisfaction. Customization and Integration:, • Perform advanced customization of ServiceNow applications using JavaScript, GlideScript, and other relevant technologies., • Integrate ServiceNow with other enterprise systems and third-party applications using APIs, web services, and other integration methods. Project Leadership:, • Lead and oversee multiple, high-impact ServiceNow implementation projects, ensuring they are delivered on time, within scope, and on budget., • Provide project leadership, including mentoring junior consultants, managing project risks, and ensuring stakeholder alignment and communication. Technical Consulting and Support:, • Act as a technical advisor to clients, offering expert guidance and best practices for leveraging ServiceNow to achieve business goals., • Provide advanced troubleshooting, support, and optimization for existing ServiceNow implementations. Documentation and Standards:, • Create and maintain comprehensive technical documentation, including advanced design specifications, technical guides, and process workflows., • Ensure adherence to technical standards and best practices across all projects., • The employee is required to travel to business and customer locations, locally and/or nationally, up to 20%., • Minimum of 3-5 years of experience working with ServiceNow platform., • Proven experience in designing, developing, and implementing ServiceNow solutions., • Proficiency in JavaScript, HTML, CSS, and other web development technologies., • Strong understanding of ServiceNow architecture and data model., • Experience with ServiceNow integration methods, including REST and SOAP APIs., • Knowledge of ITIL processes and best practices., • Bachelor’s degree in computer science, Information Technology, or a related field., • Certifications:, • ServiceNow Certified System Administrator (CSA) is required., • Additional certifications, such as ServiceNow Certified Implementation Specialist (CIS) or ServiceNow Certified Application Developer (CAD) are highly desirable. Preferred Qualifications:, • Experience with Customer Service Management and CCaaS., • Experience with CTI and IVR integrations., • Experience with Agile/Scrum methodologies., • Familiarity with additional ServiceNow products and modules., • Knowledge of cloud platforms and technologies. $100,000 - $125,000 a year#LI-JF1Please note: We are only accepting applications from candidates residing in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, DC, Wisconsin and Wyoming. This position is eligible to participate in an annual incentive program. Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels. Benefits available to eligible employees include the following: - Medical, dental, vision- tax-advantaged health care accounts- financial and income protection benefits- paid time off (PTO) and wellness time off. This job posting will remain open until we have identified an adequate applicant pool. Applicants are strongly encouraged to apply early. About UsTTEC Digital and our 1,800+ employees, pioneer engagement and growth solutions that fuel the exceptional customer experience (CX). Our sister company, TTEC Engage, is a 60,000+ employee service company, with customer service representatives located around the world. TTEC Holdings Inc. is the parent company for both Digital and Engage. When clients have a holistic need, they can draw from these independently managed centers of excellence, TTEC Digital and TTEC Engage. We are also delighted to share that TTEC has been awarded the Great Place To Work 2024-2025 certification based on outstanding employee experience across 14 countries. TTEC is a proud equal opportunity employer where all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability. TTEC has fully embraced and is committed to expanding our diverse and inclusive workforce. We strive to reflect the communities we serve while delivering amazing service and technology centered around humanity. Rarely do applicants meet all desired job qualifications, so if you feel you would succeed in the role above, please take a moment and share your qualifications. #LI-RemoteWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from: Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here. Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. _ Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years _: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. _: See why we are consistently recognized on Fortune's Best Workplaces lists. Connect with Us on Socials: _ - follow us for company updates, employee stories, and career news. Job Summary: As a Senior Customer Success Manager at Drata, you’ll be at the forefront of helping global companies build trust at scale. You’ll work with some of our largest and most regulated customers—advising on complex compliance programs and turning Drata into a strategic pillar of their security posture. This is a high-impact, high-visibility role where you’ll own executive relationships, shape long-term success plans, and guide customers through frameworks like SOC 2, ISO 27001, HIPAA, and FedRAMP. More than just a CSM, you’ll be a partner in your customers’ growth—connecting product capabilities to real business outcomes and influencing how they scale securely. We’re looking for someone who is driven by purpose, motivated by outcomes, and grounded in trust and accountability. At Drata, you’ll join a mission-led team that moves with urgency, leads with humility, and builds with intention. You won’t just support customers—you’ll help shape the future of compliance automation alongside some of the most thoughtful and driven minds in SaaS. The candidate for this role must be located on Pacific Time Zone. What you’ll do: Lead strategic relationships with commercial customers—earning executive trust and becoming a go-to advisor on compliance program success Drive outcomes, not just adoption—develop success plans, track KPIs, and proactively identify risks and opportunities for growth Guide customers through frameworks like SOC 2, ISO 27001, HIPAA, PCI, and FedRAMP—ensuring they get more than checkboxes: real, measurable progress Own key moments across the customer journey—from onboarding to renewal—with health checks, QBRs, and tailored Mutual Action Plans Translate voice of the customer into action—partnering cross-functionally with Product, Engineering, Sales, and Support to influence roadmap and remove friction Champion continuous improvement—both in how our customers scale securely and in how we scale our own processes, playbooks, and strategies Promote what’s next—drive adoption of new features and ensure Drata continues to evolve alongside each customer’s business What you’ll bring: Deep understanding of compliance frameworks such as SOC 2, ISO 27001, HIPAA, PCI, or FedRAMP, and how they apply to customer environments and business outcomes. (Required) 4+ years of experience in security, compliance (GRC), or identity and access management, supporting commercial or enterprise customers or programs. (Required) 6+ years of experience in Customer Success, Consulting, or Strategic Account Management within a B2B SaaS company, with a strong focus on commercial or enterprise engagement and long-term customer value. (Required) Proven success managing complex relationships, including executive alignment, stakeholder navigation, and success planning across multi-product or regulated environments. Strong communication skills with the ability to confidently lead conversations with both technical and non-technical stakeholders—particularly around compliance, risk, and automation. Strategic, outcomes-driven mindset with a knack for translating compliance goals into scalable workflows and measurable impact. Proficiency with tools such as Salesforce, Catalyst (or similar CS platform), Sigma, and Jira, and a strong understanding of customer workflows and reporting. Comfortable working in a cross-functional, async-first environment, where you demonstrate trust in teammates, take ownership with humility, and move with urgency and resilience to deliver value to customers. How we support you: At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your _. Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success. Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change. Tier 1: $152,000 - $187,700 Tier 2: $136,800 - $168,900 Tier 3: $121,600 - $150,200 You can view which tier applies to where you plan to work_. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

📍Location • U.S. based role aligned to the Central Time Zone, • Candidates located in Southern U.S. with reasonable access to a major commercial airport are well suited to this role, • Frequent domestic travel to customers required (30 - 50%), • Limited international travel to Europe as required, • Regular collaboration with global teams across the U.S., Europe, and Canada, • Occasional out-of-hours support to align with global operations and compliance needs ✈️ Travel • Onsite travel to customer sites is required (30% - 50% +roughly), • While this is a remote role we believe in meeting customers in person to build lasting relationships (and you will too), • Occasional travel to European HQ 🗽 Eligibility to work in USA • Unfortunately, we cannot offer USA work permits /USA visa sponsorship, • Candidates will already hold the right work in the USA at time of application. About the Role We are seeking a high-performing, consultative sales professional to serve as Regional Business Development Director – Southern U.S. This is a hunter-focused individual contributor role responsible for building and growing revenue across the western United States. The ideal candidate brings deep knowledge of the U.S. anatomic pathology market and has experience calling directly on hospital-based pathology groups, independent reference labs, physician office labs (POLs), and academic medical centers including pathologists, medical directors, lab administrators, and health system leadership. The successful candidate will understand pathology workflow, subspecialty coverage gaps, CPT billing structures (including professional component billing such as 88305-26), and the financial pressures facing pathology practices today. Joining us means shaping the Digital pathology field, rather than watching from the sidelines. • As Regional Business Development Manager / Director for Southern USA, you will own a large, largely untapped territory., • This is a true sales hunter & individual contributor role., • There is no team to hand things off to. You’ll be the hunter, going out actively to establish new leads and win new business in a territory with tonnes of potential., • This role is supported by our North America marketing team and Chicago based operations team. What You Will Be Responsible For Territory Development & New Business Growth • Build and execute a territory plan targeting hospital labs, independent pathology groups, and POLs, • Develop and maintain a qualified pipeline aligned with revenue target, • Prospect actively through direct outreach, industry networking, conferences, and referrals, • Convert qualified opportunities into signed service agreements Consultative Selling • Position Diagnexia as a scalable subspecialty coverage solution, • Identify client pain points including:, • Subspecialty coverage gaps (e.g., GI, GU, Derm, Breast), • Rising locum tenens costs, • Recruiting challenges in difficult geographies, • Turnaround time pressures, • Burnout and uneven workload distribution, • Demonstrate financial and operational ROI versus traditional staffing models Relationship Management • Develop trusted advisor relationships with Pathologists, Medical Directors, Laboratory Directors, Hospital administrators, • Support onboarding and long-term account growth Sales Execution & Reporting • Maintain disciplined CRM documentation, • Forecast accurately, • Manage sales cycle timelines, • Collaborate with marketing and operations teams Required Skills and Experience: • You’ll be Southern USA based (given customer timezone & international teams), • You are comfortable with regular travel on site (30 - 50%), • To thrive here you bring deep familiarity with regional, and ideally national US diagnostics markets, with a focus on anatomic pathology or digital pathology, • 2-4+ years selling into U.S. hospital pathology groups, independent reference labs, or physician office laboratories., • Demonstrated experience calling directly on pathologists, medical directors, and lab administrators., • Strong understanding of anatomic pathology workflows including accessioning, slide digitization, subspecialty sign-out, and reporting., • Familiarity with CPT coding and professional component billing (e.g., 88305-26)., • Experience selling services (not just capital equipment) with recurring revenue models., • You know how to navigate to pathologists, medical directors, and lab directors, and you already have or can rapidly build a strong network., • You understand the decision making dynamics behind outsourcing pathology and diagnostic services and can engage credibly with pathologists, medical directors, laboratory directors, and operational leaders., • Proven ability to engage & transform leads into sales, • Track record of exceeding KPI’s/ Targets - comfortable as a hunter going out to find new business, • You’re motivated by building something from the ground up in a company that is reshaping how pathology works for patients and providers., • Experience with GLP regulations or software will be ‘a distinct advantage’ Soft Skills (vital for success & asses at all stages of Interview) 🔥 Passion for sales • Demonstrated passion for prospecting and new business development., • Every new lead gives you energy, every close feels like a win, and the hunter mentality isn’t an act — it’s how you operate. 💪 Resilience • You’ll hear plenty of no, not now, maybe next quarter, and you won’t waste hours chasing ghosts., • You bounce back fast, pivot to real prospects and keep going until you land the yes that actually matters. 🎯 Follow-up and prioritisation • You follow up like it’s a competitive sport, keep your pipeline honest, • You know exactly who’s worth your time and who isn’t. 📅 Self-directed discipline • You build your own daily hit list, stick to it and execute with the consistency of someone who knows small wins stack up quickly. 🗣️ Communication and influence • You communicate clearly, influence confidently and don’t get rattled when things don’t break your way. ⚡ Flexibility and opportunism • When a genuine opportunity shows up, you switch gears instantly, jump on it and close before the window shuts., • Ownership and drive, • You’re self-driven, self-directed and act like you own the territory (western USA) because, well, you do. What are the benefits of working with _? 💼 Competitive salary with performance based annual increments. 💰 Commission. 🩺 Healthcare benefits. ❤️ A true sense of meaning in your work by contributing to better patient outcomes. 🚀 The opportunity to work alongside a world-class, high performing team in a hyper-growth startup environment. 📈 Regular performance feedback and significant career growth opportunities. 🌎 A highly collaborative and supportive multicultural team. About Us , a subsidiary of Accelerating Certainty and Pioneering Pathology Services. _ began in Dublin in 2017 and has since grown to more than 230 people across Dublin, Exeter, Oxford and Chicago, all focused on one outcome: faster, more accurate diagnoses and stronger support for the clinicians who deliver them. _ sits at the heart of the Deciphex mission, to close the global pathology gap and bring certainty where it’s needed most. Our cloud-based service gives hospitals instant access to world-class subspecialist pathologists, reducing long waits and helping clinicians make confident decisions for patients who don’t have time to spare. Every case we handle has a direct line to someone’s treatment, someone’s clarity, someone’s future. We are software developers, clinical specialists, AI engineers and operations experts who think as one team. We trust our people to deliver, give them space to do their best work and create an environment where ambition and enjoyment can sit side by side. Read more about us and more about our incredible team on our Careers Page The above Job Description reflects the requirements of this position at time of issue. As duties and responsibilities change and develop, this will be reviewed and may be subject to amendments. Diagnexia is an equal opportunities employer and we are committed to the principle of equality. All qualified applicants will be considered for employment without regard to age, race, religious beliefs, political views, gender identity, affectional or sexual orientation, national origin, family or marital status (including pregnancy), disability, membership of the travelling community or any other classification protected by applicable law. A copy of our Privacy Policy can be viewed _

Customer Success Manager About Sync1 Systems Sync1 Systems is a CUSO based in Austin, TX focused on delivering top-tier service through our Loan Origination System. We partner with credit unions across the country to power their lending programs, and our Customer Success team is at the heart of those relationships. About the Role We are looking for a dedicated and personable Customer Success Manager to join our team. In this role, you will serve as the primary point of contact for a portfolio of credit union lenders — acting as a trusted advisor, relationship manager, and internal advocate. The ideal candidate has a passion for helping others, a knack for building meaningful lender relationships, and the ability to deliver exceptional service grounded in deep product knowledge. Role & Responsibilities • Own a portfolio of credit union accounts, serving as the primary relationship contact and day-to-day liaison., • Build and maintain strong, long-term relationships with lenders through consistent communication, software training, webinars, and in-person meetings., • Meet regularly with lenders to ensure their needs are met and they are maximizing the value of the Sync1 platform., • Keep lenders informed of new software updates, features, and enhancements relevant to their lending programs., • Handle inquiries and requests from lenders promptly, addressing needs and resolving issues in a timely manner., • Identify upsell opportunities and present integrations and expanded capabilities that support lender goals., • Drive contract renewals by demonstrating ongoing value and maintaining high levels of lender engagement., • Capture and communicate lender feedback internally to inform product development and service improvements., • Maintain accurate account records and activity documentation to support team reporting and leadership visibility. Note: 20-30% travel is required for on-site lender visits. Required Skills & Experience • 2+ years of experience in customer success, account management, or a related client-facing role., • Strong relationship-building skills — comfortable engaging with everyone from frontline staff to C-suite contacts., • Excellent communication skills, both written and verbal, with the ability to tailor messaging to different audiences., • Strong organizational skills and the ability to manage multiple accounts and priorities simultaneously., • Self-motivated and proactive — solutions-oriented with a sense of urgency., • Strong problem-solving skills with comfort navigating ambiguity. Preferred Skills • Experience with Loan Origination Software or lending platforms., • Background in financial services, lending, or the credit union industry., • Familiarity with CRM tools and programs (Monday, Hubspot)., • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Benefits • Medical, Dental & Vision, • FSA / DCA, • Life Insurance, • Short & Long-Term Disability, • Paid Time Off & Holidays, • 401(k) with Matching Must be legally authorized to work in the U.S. without sponsorship. Please submit your resume for consideration.

Field CTO (Perm, USA, Remote) This is a full-time, permanent opportunity for candidates based in the United States and authorised to work without sponsorship, with a preference for those located on the East Coast. Nearform is an independent team of data & AI experts, engineers, and designers who build intelligent digital solutions and capability at pace. We create AI-enabled solutions that enhance digital experiences, empower developers, and deliver measurable results. In these ways, we partner with ambitious enterprises to deliver enduring impact. Our deep expertise in solving the world’s most complex digital problems, along with our collaborative, people-first approach, enables enterprises to build breakthrough products and modernise legacy systems by unleashing the power of AI. Today, our team of 500 experts in 20+ countries is trusted by leading enterprises including Lululemon, Puma, Sun Life, Starbucks, Travelex, Virgin Media 02, and Walmart. The Field CTO plays a critical role in helping enterprise organisations define and execute modern transformation strategies centred around AI, modern software engineering and digital product innovation. This is a highly strategic, client-facing leadership role focused on executive advisory, AI-enabled transformation, solution shaping and market development. The successful candidate will work closely with senior business and technology stakeholders to identify where AI can create measurable business value, modernise enterprise technology landscapes, and reshape customer and operational experiences. You will combine commercial acumen, strategic thinking and deep engineering credibility to help clients evolve from traditional digital transformation programmes toward intelligent, AI-enabled enterprises. The ideal candidate is naturally curious, commercially minded and deeply customer-focused. They are equally comfortable leading executive discussions on AI strategy and organisational change as they are engaging deeply with architects, engineers and delivery teams on implementation approaches. AI Strategy & Enterprise Transformation • Advise enterprise customers on how to adopt and operationalise AI in ways that create measurable business impact, • Lead executive workshops and discovery engagements focused on AI strategy, intelligent automation, developer productivity, modernisation and digital transformation, • Help organisations identify high-value AI opportunities across customer experience, operations, software delivery and internal platforms, • Shape transformation roadmaps that combine AI, cloud, data and modern engineering practices into practical execution strategies, • Guide customers through the organisational, operational and technology changes required to become AI-enabled businesses Strategic Advisory & Executive Engagement • Build trusted advisor relationships with CIOs, CTOs, CDOs and senior business stakeholders, • Facilitate strategic conversations around innovation, modernisation, operating models and emerging technology adoption, • Translate complex business and technology challenges into actionable transformation programmes and investment priorities, • Help clients define measurable business outcomes, success metrics and value frameworks for strategic initiatives Solution Strategy & Modern Engineering • Shape complex solution strategies spanning AI-enabled products, intelligent platforms, cloud modernisation and digital experiences, • Collaborate with engineering, product, design and delivery teams to define differentiated, scalable and commercially viable solutions, • Drive experience-led modernisation approaches that improve agility, resilience, speed to market and customer outcomes, • Ensure solution strategies align to modern engineering principles, platform thinking and scalable delivery models Growth & Commercial Leadership • Support the growth of strategic customer accounts through trusted advisory and value-led engagement, • Shape strategic pursuits, proposals and large-scale opportunities across AI, modernisation and digital transformation, • Develop compelling business cases and outcome narratives that clearly articulate ROI, operational impact and strategic value, • Partner with Client Principals and delivery leaders to identify expansion opportunities and long-term growth strategies Market Development & Thought Leadership • Stay close to developments across AI, cloud, developer tooling, platform engineering and enterprise technology trends, • Contribute to Nearform’s market propositions, strategic partnerships and thought leadership across AI and modern engineering, • Help shape new offerings and go-to-market strategies based on evolving enterprise customer needs, • Represent Nearform externally through workshops, events, industry conversations and strategic customer engagements Consulting & Executive Advisory • Significant experience in consulting, digital transformation or enterprise technology services, • Proven ability to engage and influence senior technology and business leaders, • Experience shaping strategic transformation initiatives and complex services engagements, • Strong commercial instincts with the ability to connect technology strategy to business value, • Comfortable operating in fast-moving, ambiguous and high-growth environments AI & Modern Technology • Strong understanding of the practical application of AI within enterprise environments, • Experience helping organisations adopt AI, automation or intelligent platform capabilities to improve business or engineering outcomes, • Deep understanding of modern software engineering and enterprise technology transformation, • Strong foundation in software engineering, architecture or technical delivery, ideally beginning your career as an engineer or developer Experience across areas such as: • AI-enabled software delivery and developer productivity, • Intelligent automation and enterprise AI adoption, • Cloud-native engineering and platform modernisation, • Digital product development and customer experience, • DevOps, platform engineering and SRE, • Data platforms, analytics and modern application architecture, • Product operating models and agile delivery, • Open-source technologies and modern development ecosystems Business & Transformation • Strong understanding of business case development, value creation and strategic investment planning, • Ability to connect AI and technology initiatives to operational efficiency, customer value and commercial impact, • Experience building executive narratives, transformation roadmaps and outcome frameworks, • Excellent facilitation, communication and storytelling skills Industry Experience • Experience working with enterprise organisations across sectors such as retail, financial services, healthcare, public sector or technology, • Appreciation of the operational, regulatory and technical complexities within large organisations We’re looking for someone who is: • Strategic but deeply practical, • Technically credible with executive presence, • Commercially aware and outcome-focused, • Curious, opinionated and forward-thinking, • Energised by emerging technology and AI innovation, • Comfortable leading conversations in ambiguous environments, • Memorable in front of clients and trusted by delivery teams, • Available and comfortable traveling for client meetings as needed Our Interview Process 1. Talent Call (30 mins, Zoom) An introductory conversation with a member of our Talent Team to learn more about your background, experience, and career goals. We'll also provide a high-level overview of Nearform and answer any questions you may have. This step helps us assess initial alignment. 1. Technical Discussion (1 hour, Zoom) A conversation with the Global Solutions Director focused on technical expertise and experience, client collaboration, and technical problem-solving in an enterprise development setting. We'll also share more details about Nearform and the potential projects you may join. 1. Panel Final Interview (1.5 hours, Zoom) A conversation with leaders across Solutions, Delivery and Sales, focusing on your approach to collaborating with senior business and technology stakeholders to establish strong partnerships and drive business value through technology. • Annual Company Bonus - We all help Nearform to hit company goals so we all receive a share of the profits on an annual basis in line with company performance., • Work Remotely and Flexibly - We have a genuine dedication to work/life balance. Our flexible working culture allows you to work around what matters - school run, no problem!, • Flexible Time Off Package - We offer a flexible annual leave policy plus public holidays. We also offer sick leave, marriage leave and many more., • Remote Working Allowance - Every 2 years, you will have a budget of up to €1250 (equivalent in USD) to help you set up a comfortable and productive workspace in addition to your essential equipment provided by Nearform when you join., • Training and Development Allowance - Nearform is committed to supporting and investing in employees’ ongoing learning and professional development. You will be encouraged to pursue relevant learning opportunities that support your growth and the growth of others, subject to manager approval., • Healthcare - It’s important to always take care of your health, so we offer additional private healthcare here at Nearform. If you wish to learn more about the plan offered feel free to reach out to our team., • 401k - We offer a 401k plan and match up to 4%, with no minimum entry requirements and immediate vesting of employers’ contributions. If you're passionate about building high-quality applications, solving complex challenges, and driving innovation in enterprise development, we’d love to hear from you. Apply now via our careers page at Nearform and be part of a team that values technical excellence, collaboration, and continuous learning. Nearform is committed to shaping a better world in all that we do. Our global team is built based on respect, inclusivity, diversity and excellence. If you require any adjustments to the interview process as part of your application, please let someone from our Talent Team know so they can help.

Who we are We're Redis. We built the product that runs the fast apps our world runs on. (If you checked the weather, used your credit card, or looked at your flight status online today, you’re welcome.) At Redis, you’ll work with the fastest, simplest technology in the business—whether you’re building it, telling its story, or selling it to our 10,000+ worldwide customers. We’re creating a faster world with simpler experiences. You in? About Redis: Redis is the world’s most loved real-time data platform. As the home of the open-source Redis project and the provider of Redis Enterprise, we’re at the forefront of solving critical challenges for businesses that need speed, reliability, and scale. Our mission is to build innovative data solutions that empower developers and organizations worldwide to create real-time applications that transform industries. Role Overview: We are looking for a passionate and results-oriented Senior Customer Success Manager (CSM) to join our team in the Americas. As a CSM at Redis, you will play a critical role in building strong relationships with our customers, ensuring they realize maximum value from our solutions, and driving long-term satisfaction and retention. You will work closely with cross-functional teams to align Redis’s offerings with customer goals, becoming a trusted advisor and advocate for their success. Key Responsibilities: Customer Relationship Management: Serve as the primary post-sale point of contact for assigned customers, fostering trust and understanding their business goals. Proactively engage customers to ensure successful onboarding and continued adoption of Redis solutions. Build and maintain long-term relationships with stakeholders across technical and business teams. Value Realization and Advocacy: Drive the adoption of Redis Enterprise by identifying use cases that align with customer goals and objectives. Deliver regular business reviews to showcase value, identify opportunities for growth, and mitigate risks of churn. Advocate for customer needs internally, collaborating with Product, Support, and Engineering teams to resolve issues and influence roadmap priorities. Customer Enablement and Success Planning: Develop tailored success plans to guide customers on achieving their desired outcomes with Redis solutions. Coordinate with Redis experts to deliver training, best practices, and knowledge-sharing sessions. Monitor key performance metrics, offering recommendations to maximize ROI and optimize product usage. Retention and Growth: Identify and nurture expansion opportunities within your accounts, partnering with Sales to drive upsell and cross-sell initiatives. Track account health through regular check-ins, identifying and mitigating risks early. Ensure contract renewals by demonstrating ongoing value and supporting customers’ evolving needs. Collaboration and Teamwork: Work closely with Sales, Solutions Architecture, Support, and other teams to ensure a seamless customer experience. Act as a voice of the customer within Redis to ensure our solutions continue to meet market demands. Qualifications: Experience: 5+ years of experience in Customer Success, Account Management, or a related customer-facing role, preferably in SaaS, cloud, or database technologies. Experience managing customers within Banking/ Financial Services. Retail or Healthcare exposure also a plus. Technical Acumen: Strong understanding of cloud services, data platforms, or related technologies. Familiarity with Redis or NoSQL databases is a plus. Some experience with SaaS products and public cloud (AWS, GCP, Azure) Proven exposure to enterprise clients in the Financial Services industry and an understanding of common Fintech use cases. Customer-Centric Mindset: Proven track record of driving and improving executive relationships, customer satisfaction, adoption, and retention. Communication Skills: Exceptional interpersonal, verbal, and written communication skills. Ability to clearly convey complex technical concepts to diverse audiences. Problem-Solving Ability: Strategic thinker with the ability to anticipate challenges and provide solutions proactively. Collaboration Skills: Comfortable working cross-functionally with Sales, Product, Marketingin a fast-paced, global organization. Tools & Systems: Experience with CRM platforms (e.g., Salesforce), customer success tools (e.g., Gainsight), and analytics platforms is a plus. Extra great if you have: Experience with Redis or any other NoSQL database Experience with software development (Java, .NET, Python) Some experience with DBaaS (relational or non-relational) What We Offer: Competitive compensation and benefits package. Remote-first work environment with a flexible schedule. Opportunities for professional growth and career development. A dynamic, collaborative, and innovative work culture. The chance to work with cutting-edge technology and a world-class team. The estimated gross base annual salary range for this role is $85,350 – $127,950 per year in New York, California, Washington, Colorado, and Rhode Island. Actual compensation may vary and is dependent on various factors, including a candidate’s work location, qualifications, experience, and competencies. Base annual salary is one component of Redis’ total compensation and competitive benefits package, which may include 401(k), unlimited time off, learning and development opportunities, and comprehensive health and wellness benefits. This role may include discretionary bonuses, stock options, commuter benefits based on location, or a commission plan. Salary history is not used in compensation package decisions. Redis utilizes market pay data to determine compensation, so posted compensation ranges are subject to change as new market data becomes available. As a global company, we value a culture of curiosity, diversity of thought, and innovation from our employees, customers, and partners. Redis is committed to a diverse and inclusive work environment where all employees’ differences are celebrated and supported, and everyone feels safe to bring their authentic selves to work. Redis is dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, sexual orientation, age, marital status, disability, gender identity, gender expression, Veteran status, or any other classification protected by federal, state, or local law. We strive to create a workplace where every voice is heard, and every idea is respected. Redis is committed to working with and providing access and reasonable accommodation to applicants with mental and/or physical disabilities. If you think you may require accommodations for any part of the recruitment process, please send a request to _. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law. Any offer of employment at Redis is contingent upon the successful completion of a background check, consistent with applicable laws. Redis reserves the right to retain data longer than stated in the in order to evaluate candidates.

About Omnidian Omnidian, Inc. is a fast-growing Series C tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. Omnidian is building a more sustainable future for the planet through our passionate teams, our innovative technology, and by creating an amazing customer experience. We are a certified B Corp, headquartered in Seattle, WA The Job As a Principal Engineer, you will serve as a key technical advisor and architect for our engineering organization. Reporting to the Senior Director of Engineering, your mission is to be a force multiplier, optimizing the way we develop software while ensuring our platform architecture scales to meet our vision. You will spend your time navigating ambiguous challenges, becoming deeply familiar with our AWS/Kotlin/React ecosystem, and partnering with teams to overcome their toughest challenges during our high growth phase. • You are an Influencer: You proactively research emerging technologies and drive technical direction by crafting compelling RFCs; building consensus across teams rather than using top-down authority., • You are a Technical Diplomat: You act as a consultant to individuals and teams, helping them navigate complex technical decisions and moderating high-stakes discussions., • You are a Builder: You aren't looking for a pre-written manual. You enjoy starting with a blank slate and creating a culture of quality., • You Value Impact Over Activity: You want to deliver architectural solutions that result in faster, safer deployments and a better experience for our end users., • You are an AI Native: You don't just use AI; you understand how it transforms the SDLC. You are passionate about helping others adopt AI-assisted workflows to move faster with confidence., • Proven ability to lead through influence: Extensive prior experience as a Lead or Principal Engineer with a track record of driving significant, company-wide technical initiatives., • Technical Breadth: Strong proficiency in our core stack: Kotlin (JVM), React (TypeScript), AWS, Kubernetes (EKS), and various relational and NoSQL databases., • Scaling: Proven experience with large, globally scaled distributed systems., • AI First: Professional experience integrating AI/LLMs into internal developer workflows as well as user-facing product features., • 10+ years of experience in software engineering with a focus on platform architecture and developer experience., • Education: Bachelor’s or Master’s degree in Computer Science, Computer Engineering, or equivalent professional experience., • Global Collaboration: Experience working with international teams and leading complex technical projects in partnership with third-party agencies., • Security & Compliance: Familiarity with SOC2 requirements and integrating security-minded checks into the testing lifecycle., • Domain Knowledge: Experience working in either (or both) the solar industry and building software for an O&M (Operations & Maintenance) company., • Most of our roles offer the opportunity to work remotely, • If you are in the Seattle area, we offer a vibrant office space in the historic and beautiful Smith Tower, in the heart of Pioneer Square, • We prioritize applicants near one of our employee clusters and offer one or more local gatherings per year, • We provide outstanding benefits including family medical, dental, vision, disability, 401(k) administration and $1k match per year and thoughtful paid time off, • We offer 12 weeks of paid parental leave to all FTE employees (birthing and non-birthing) after 1 year, and four-week paid sabbatical leave after four years, • We offer a competitive total compensation package that includes monthly health insurance premiums, bonuses and long-term stock options for every employee, • We love to lift each other up through company-wide slack channels such as #puppiesandpets, #omnidian-wellness, #praiseandbooms and #sustainablefuture, • We have affinity groups to help employees feel seen and supported, such as Rainbow Array, BIPOC, Thriving Survivors, Vets at Omnidian, Black Lights Matter and Neurospicy R Us, • We are a passionate, mission driven team that believes in collaboration, mutual respect and trust. For examples, come _!, • We mentor and invest in our employees and prioritize them for future opportunities. Check out our _ to see a few career journey examples, • Internal candidates: Check out our advice on _, • We’re a fast-growing growth company, which means we’re constantly reinventing processes, adding new products, and asking people to use all of their skills and talents. That means there’s going to be a lot of opportunities for you to grow, which also means you will likely be stretched in ways you’ve never experienced in a job before. If you are resilient, determined, and not afraid of a big challenge, come apply. $176,000 - $220,000 a yearOur Philosophy on Pay: The range listed above reflects the starting base salary for most new hires in this role. However, your financial growth doesn't stop at the offer letter. We invest deeply in our people and reward results; annual merit increases can bring your total compensation above this initial range. Our goal is for you to continue growing within the pay band as you sharpen your skills and drive meaningful outcomes. • Committed to Parity: We eliminate the "negotiation tax" by placing candidates within the band based on verified professional experience and skill set, not bartering ability, and by giving our best offer up front. This is a core part of our mission to ensure gender pay equity and fairness across the board., • Comprehensive Health Coverage: Your well-being is our priority. We cover 100% of health insurance monthly premiums for employees and 50% for your dependents. Performance Bonus: Exceptional work deserves exceptional rewards. You’ll be eligible for bonuses that reflect your contributions to our collective success. • Equity Stake: We offer stock options so you can share in the long-term value you help create as we shape the future together., • Continuous Growth: We are a learning organization. To support your evolution, we provide up to $500 in annual learning reimbursement for courses, certifications, or conferences. #LI-REMOTE Privacy California-based candidates: To understand more about the data we collect and process as part of your application, please view our California Job Candidate Privacy Policy. _ Diversity and Inclusion We strongly believe that diversity of experience, perspectives, and background will lead to a better environment for our employees and a better product for our customers. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. We value diversity and inclusion and are committed to ensuring our hiring and retention practices, as well as our office culture, reflects this value. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Omnidian is an equal opportunity employer. We are committed to diversity in the workplace. We make employment decisions on the basis of merit and business need. We hire without consideration to age, ancestry, citizenship, disability, gender expression, gender identity, marital status, national origin, political activity or affiliation, race, religion, sexual orientation, veteran status, or any other basis protected by law. We invite you to be part of our mission to create a workplace that is inclusive and welcoming to all.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About Culligan QuenchCulligan Quench’s purpose is to impact people’s lives and improve the earth by helping to eliminate the 500 million plastic bottles consumed each year. We play a front-line role in the battle against single-use plastic water bottles by delivering on-demand filtered water solutions to more than 120,000 healthy and environmentally conscious customers across North America. Our bottle-free water coolers, ice machines, sparkling water dispensers and coffee brewers purify the existing water supply, providing an endless supply of clean water and water-based beverages for a fixed monthly fee, typically under a long term bundled service and rental subscription agreement. Culligan Quench has grown from a small regional company to an international leader that had a successful NYSE public offering in 2016 and is now a strategic company owned by private equity backed Culligan. Headquartered in King of Prussia, PA, Quench has more than 1,600 team members operating out of more than 90 locations across North America and Puerto Rico. For more information visit _ About CulliganFounded by Emmett Culligan in 1936, Culligan is a world leader in delivering superior water solutions that will make a real difference in improving the health and wellness of consumers. The company offers some of the most technologically advanced, state-of-the-art water filtration and treatment products. These products include water softeners, drinking water systems, whole-house systems and solution for businesses. Culligan's network of franchise dealers is the largest in the world, with over 900 dealers in 90 countries. Many of Culligan dealers have valuable equity in their local communities as multigenerational family owners of their franchises. For more information visit _. Values: 5CsCulligan as OneCustomers come firstCommitment to InnovationCourage to do what's rightConsistently deliver exceptional results Position SummaryOur Business Systems Analysis Team works closely with Quench’s internal business users and stakeholders to drive effective use of Quench systems and automation of processes. Quench’s primary system is _ and includes Zuora, ServiceMax, Certinia, Supply Chain Management, CPQ, as well as several other systems. The role’s primary function is to liaise between the business functions and the technical development teams, perform systems analysis on various platforms and analyze tradeoffs between usability and performance needs. The Business Systems Analyst at Quench plays a pivotal role in bridging business needs with technical solutions. This position is responsible for gathering, analyzing, and documenting business requirements, facilitating stakeholder communication, collaborating on solution design, writing technical specifications, modeling business processes and supporting the implementation and continuous improvement of systems and processes to enhance the user experience within the Quench application ecosystem. Responsibilities The Business Systems Analyst plays a strategic role in evaluating and transforming business processes, identifying areas for improvement, and driving initiatives that enhance operational efficiency, stakeholder alignment and overall business value within the organization. Key responsibilities include: · Lead the elicitation and prioritization of complex business and technical requirements for both incremental improvements and transformational change initiatives· Lead system analysis, including writing functional and technical specifications· Collaborate on systems design and architecture, including user interface design, prototyping, data modeling and solution configuration techniques· Develop and maintain a comprehensive view of current state processes, systems and performance metrics within assigned departments; proactively identify inefficiencies, risks and improved opportunities · Serve as a trusted partner and strategic advisor to senior leaders within assigned departments, including understanding their organizational goals and actively contributing to their operational initiatives· Stay updated on industry trends, regulatory requirements, and emerging financial technologies to recommend best practices and innovative solutions· Oversee the documentation, and continuous improvement of complex business processes, ensuring solutions meet Stakeholders needs and are efficient and aligned with enterprise standards and compliance requirements· Coordinate training activities with business partners to guide employee proper usage of the systems· Serve as the functional product owner, working with enterprise stakeholders to drive application/technology solutions and related business processes· Contribute to project delivery by supporting project activities in scope definition, milestone tracking and risk mitigation strategies · Identify and champion opportunities for process and system optimization, leveraging data-driven insights and industry best practices. Drive continuous improvement initiatives that deliver measurable business outcomes· Partner with IT and business leadership to shape and prioritize the organizational roadmap, ensuring that business analysis efforts are aligned with strategic objectives and deliver maximum value· Provide consulting services to business partners to foster innovation; identify new opportunities to maintain a competitive edge Qualifications · Minimum of 5 years Business Systems Analyst experience· 4 year degree in related field (or relevant experience)· Solid technical knowledge of application systems and processes, including Salesforce· Experience in systems architecture, designing workflows and writing technical specifications· Strong analytical and problem-solving skills as well as time management skills· Prior experience working in or with Salesforce· Knowledge of agile best practices for requirements gathering and process mapping· A fast learner with an analytical growth mindset, curiosity and attention to detail· Excellent written and verbal communication skills, including technical writing· Takes initiative and is innovative.· Mature presence and poise to engage with senior leadership· “Quenchy” - a collaborative team player with a positive outlook and attitude – company and team first Nice to have:o Prior consulting experienceo Experience with Service Max, Zuora & Certiniao Familiarity with SQL and/or PowerBIo IIBA or PMI-PBA certified $90,000 - $120,000 a yearWe OfferCompetitive base salary plus bonus opportunityTuition reimbursementMedical, vision, and dental insuranceShort- and long-term, supplemental, and company-paid life insurance401(k) retirement savings plan Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the _ notice from the Department of Labor.

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. WORK FROM HOME This remote position is available to candidates who reside in Texas and are available to work Monday through Friday from 10:00 AM to 7:00 PM Central Time. You must have a home office setup including a quiet workspace and a reliable high-speed internet connection. A minimum of 3 years of proven phone sales experience in a remote or virtual environment is required. ABOUT THE ROLE As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. Our industry-leading marketing generates same-day inbound calls from clients who are actively seeking solutions to their tax challenges. Your job is to be their trusted advisor—conducting discovery calls, analyzing financial and tax information, and enrolling clients into life-changing tax resolution programs. With no cold calling and a robust support system backing you up, you can focus on what you do best: closing deals and changing lives. HOW YOU’LL BE REWARDED Unlimited Earnings Potential! Your pay is directly tied to your performance—with no commission cap. Highly motivated representatives with strong selling skills consistently earn $100,000–$150,000 annually. Base Pay: $12.00 per hour (full-time, 40 hours per week) Commission: Average monthly earnings potential of $8,000–$13,000 With our superior lead flow, your earning potential is limited only by your drive and skill. WHAT MAKES THIS OPPORTUNITY DIFFERENT • Industry-Leading Leads: Warm, same-day inbound calls from clients actively seeking help, • No Cold Calling: Spend all your time on qualified prospects, not outdated lists, • Proven Success Model: Our top performers consistently earn six figures through a process built for your success, • Technology & Support: Access to advanced tools and analytics that make closing efficient and data-driven, • Career Growth: Join one of the fastest-growing companies in the tax resolution industry with clear paths for advancement WHAT YOU’LL DO • Client Consultation: Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals, • Program Evaluation: Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs, • Sales Cycle Management: Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience, • Empathy and Advocacy: Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward, • CRM Documentation: Accurately record client interactions and financial information to ensure seamless communication across teams, • Performance-Driven Results: Meet or exceed sales goals through persistence, organization, and continuous improvement WHAT YOU’LL NEED TO HAVE • Proven success in remote phone sales or telemarketing (minimum 3 years), • Highly motivated with strong communication and relationship-building skills, • Comfortable managing high call volumes and follow-ups in a virtual setting, • Self-disciplined with the ability to work independently and meet goals, • Excellent verbal and written communication; able to simplify complex concepts, • Proficiency with customer systems (Google Suite, Salesforce preferred), • Strong empathy and professionalism when handling sensitive client issues, • Effective time management and adaptability in a fast-paced environment We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking _.

At Emburse, our mission is to humanize work by automating expense management and accounts payable processes, allowing businesses to focus on what truly matters. We are looking for a Solutions Consultant I to join our high-performing Pre-Sales team. In this role, you will act as the technical and product expert, partnering closely with our Sales team to show SMB and Velocity prospects how Emburse can transform their financial workflows. If you are tech-savvy, love solving puzzles, can travel up to 25% and thrive in a fast-paced environment where your impact is visible every day, we want to talk to you. Own the Stage: Deliver compelling, value-focused product demonstrations of the Emburse solution suite to prospective finance, AP, and travel executives. Partner with Sales: Collaborate with regional Account Executives to understand prospect pain points and align our product capabilities with their business goals. Handle the Details: Own technical validation tasks, including responding to RFPs, filling out security questionnaires, and setting up trial environments. Keep Learning: Stay ahead of product updates, industry verticals, and competitive landscapes to remain a trusted advisor to internal teams and external prospects. Support the Community: Assist at trade shows, user conferences, and internal sales meetings to champion the Emburse brand. The Foundation: 1–3 years of experience within a B2B SaaS company—ideally in a customer-facing role like implementation, customer success, technical support, or inside sales. The Voice: Outstanding presentation and communication skills, with a natural ability to command a room (or a Zoom call) and translate technical jargon into business value. The Mindset: A strong technical aptitude. You don't need to be a software engineer, but you should be comfortable discussing software architecture, integrations, and data security. The Agility: A positive, execution-focused attitude with the ability to manage multiple small-to-mid-sized deal cycles simultaneously. An Adaptable Builder: You thrive in fast-paced, growth-oriented environments. Change doesn't rattle you; it motivates you. A Financial Translator: You have an interest in—or exposure to—corporate finance, expense management, or accounts payable workflows. A Lifelong Learner: You love getting under the hood of a new software tool and figuring out how to make it solve real-world problems. Ready to Roll: You are comfortable working from a home office and willing to travel regionally (typically short 2–3 day trips) to support key sales opportunities when required. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. Affirm values security as being critical to the company’s continued success. Our mission is to cultivate a culture of security at Affirm, enabling the company to succeed in building honest financial products. The Security Risk Management team is evolving beyond traditional governance, risk, and compliance; we are building an engineering driven program that designs, automates, and scales the controls, workflows, and tooling that protect Affirm and our customers. The ideal candidate will design, develop, configure, and implement solutions to complex technical and business problems across the Security Third Party Program and the broader Security Risk Management program. They are equally comfortable shaping policy and shipping automation using modern tooling (Python, Cursor, Claude, and other agentic coding platforms) to replace manual GRC work with scalable, code-defined workflows. They will operate as a subject matter expert, interface with business and engineering stakeholders, and play a key role in transforming Security Risk Management from a compliance oriented function into a security engineering discipline. • Lead and mature Affirm's Security Third Party Program, including the design, implementation, and continuous improvement of processes, controls, and operational workflows, • Build and maintain automation that replaces manual GRC tasks: intake, triage, evidence collection, control validation, tracking, escalations, and reporting, using either Python, low code platforms, and agentic coding tools (Cursor, Claude, etc.), • Design and operate workflow orchestration and integrations across systems like ticketing, GRC platforms, vendor management tools, identity providers, and cloud control planes, • Partner closely with Procurement, Legal, Engineering, IT, Compliance, Privacy, and business stakeholders to assess and manage security risk across third party relationships, • Translate ambiguous business and security requirements into practical, scalable program solutions and decision frameworks, • Identify opportunities to automate manual processes across the program and prototype solutions yourself rather than waiting on an engineering backlog, • Drive program operational excellence by establishing repeatable processes, service-level expectations, metrics, and reporting for third party security risk management, • Evaluate third party security controls, cloud architectures (AWS/GCP), integration patterns, and risk posture, and provide clear recommendations to stakeholders and leadership, • Conduct light threat models on high risk integrations and partner with Security SMEs for deeper diligence, • Manage and prioritize a portfolio of complex security risk reviews and initiatives simultaneously, balancing business enablement with risk reduction, • Partner with technical teams to implement or optimize systems and tools that support program automation and workflow orchestration, • Develop dashboards, reporting mechanisms, and program insights (SQL, BI tools, or custom tooling) that improve visibility into risk trends, bottlenecks, and program performance, • Act as a trusted advisor and SME on third party security risk management, helping stakeholders make informed, risk based decisions, • Contribute to the broader Security Risk Management strategy by identifying opportunities to scale, simplify, and strengthen security governance processes through engineering What We Look For • 5+ years of experience in Information Security, Risk Management, Engineering and/or relevant roles, • Hands-on experience using agentic coding tools (Cursor, Claude Code, Copilot, etc.) and a working knowledge of Python; you don't need to be a software engineer, but you should be fluent enough to read, modify, and run scripts, build automations, and ship small tools end-to-end, • Familiarity with cloud environments (AWS, GCP, or Azure) — IAM, logging, common services, and the security risks/controls that apply to cloud-deployed third parties and integrations, • Excellent written and verbal communications skills, • Experience engineering solutions via Python, Claude, Cursor or other agentic coding tooling, • Experience with industry based information security & control frameworks (NIST Cyber Security Framework, ISO 2700x, SOC1&2(SSAE18), PCI DSS, NIST-800-53, FFIEC Cybersecurity Assessment Tool, SANS Top 20, etc.), • BA or BS degree in Information Security, Cyber Security, Computer Science or related field or commensurate experience, • Attention to detail and experience with security practices and security tooling, • Demonstrated ability to drive projects towards completion, • Ability to understand and communicate technical issues to non-technical teams, • Professional certification in Information Security or Risk Management (such as CISSP, CISM, CISA, CRISC, etc.) is a plus Base Pay Grade - L Equity Grade - 5 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA Pacific base pay range (CA, WA, NY, NJ, CT) per year: $165,000 - $225,000 USA Sapphire base pay range (all other U.S. states) per year: $146,000 - $206,000 Please note that visa sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: • Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents, • Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses, • Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge, • ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's _ and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

Job Title: Senior Tax Accountant Location: 401 Ryland Street Reno, NV 89502 Compensation: $86,280 - $131,713 per year, depending on experience Job Type: Full-time Tax Accountant – 5-7 years About Us: At Keystone CPAs we pride ourselves at delivering integrated services solutions that make a difference to our growing client base. In less than 4 years, we are on track to be a top 400 firm. Our integrated services, including accounting, tax, wealth advisory, and business brokerage create value for our clients and our team. Our focus is on delivering exceptional accounting and advisory solutions to create wealth while fostering strong, long-term relationships. If you’re looking for an opportunity to make an impact and grow alongside a dynamic team that is recognized as the best in the business, this is the place for you. About the Role: As a Senior Tax Accountant at Keystone CPA, you’ll be integral to delivering tax preparation and strategic planning services to a diverse client base, including small and medium-sized businesses. In this role, you’ll ensure compliance with federal, state, and local tax regulations while identifying opportunities to optimize financial outcomes. This position offers a valuable opportunity to advance your career in a collaborative, supportive environment. As you grow, you’ll build your expertise to handle complex M&A work, positioning you as a trusted advisor who drives meaningful tax savings for our clients. Key Responsibilities: • Tax Preparation: Assist in preparing and reviewing federal, state, and local tax returns for growing small and medium sized businesses and their owners., • Tax Planning: Support the development of tax strategies that maximize deductions and credits, optimizing clients’ financial situations. You will obtain a world class mastery of sophisticated tax strategies., • Client Consultation: Engage with clients to understand their financial goals and tax strategies, providing personalized tax advice., • Compliance: Ensure accurate and timely filing of tax returns while adhering to all relevant regulations and guidelines., • Research: Stay current on changing tax laws and conduct research to provide clients with informed recommendations., • Team Collaboration: Work closely with the Keystone CPA team to deliver high-quality service and contribute to the firm’s growth. Qualifications: • Bachelor's degree in accounting, Finance, or a related field (required), • Master's Degree in Accounting or Taxation preferred, but not required., • Experience within a public accounting firm (required), • Experience within a large public accounting firm and/or advanced coursework in Tax Accounting, highly preferred., • Experience with tax forms such as 1040, 1120, 1120S, and 1065., • Proficiency with tax software (CCH Axcess or similar) is preferred, • Strong attention to detail and analytical skills, • Excellent communication and interpersonal skills, • Eagerness to learn, grow, and take on new challenges, • Ability to work independently and collaboratively within a team Remote Work Requirements: At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. However, candidates are expected to provide the following: • 100Mb/s minimum high-speed internet for reliable connectivity, • Dedicated workspace for confidential conversations, • Two additional work monitors for increased productivity, • Keyboard and mouse, and an optional standing workstation, if desired., • Ability to be on camera for client and internal meetings, • A professional virtual background to maintain a polished appearance during video calls These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace. This time is for us to reconnect and review the firm's financial progress, including the transition to NetSuite, as well as any updates on market insights and recruiting efforts for the Controller role. Benefits: • Competitive salary range: $62,280 - $118,300+ annually, depending on experience., • 401(k) with company matching, • Health, dental, vision, and life insurance, • Paid time off, • Remote work flexibility, • Professional development and growth opportunities If you’re eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today!

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. _ as we build technology that transforms how the world develops software. *Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. As a Senior Solutions Architect, you'll be a trusted advisor to financial services customers in the New York area, helping them understand how GitLab's AI-powered DevSecOps platform can meet both their technical and regulatory needs across the full software development lifecycle. You'll guide banks, fintechs, and other financial institutions through modernization and digital transformation, using your technical expertise, understanding of cloud and secure software delivery, and strong customer empathy to connect platform capabilities to risk, compliance, and business outcomes. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you'll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management. In your first year, you'll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab's differentiated position in an AI-driven DevSecOps landscape for regulated industries. • Lead technical discovery, demos, and validation (including proofs of value) to show how GitLab's AI-powered DevSecOps platform addresses the technical, regulatory, and business needs of financial services customers across the full software lifecycle., • Drive the technical evaluation process as the Directly Responsible Individual, including solution design, POC/POV ownership, workshop design, and support for the technical components of tenders, audits, and value stream assessments., • Collaborate with Account Executives and regional sales teams to shape and execute account strategies that support new customer acquisition and expansion within financial services., • Build and deepen relationships with technical practitioners and business stakeholders at financial services organizations, guiding them through GitLab-driven digital transformation and enabling them to become GitLab advocates., • Advise customers on modern software development, continuous integration, continuous deployment, security, and cloud practices in the context of financial services risk, governance, and compliance expectations., • Drive competitive analysis and positioning for complex opportunities by using market, industry, and customer context to clarify GitLab’s differentiated approach and improve technical win readiness., • Represent the voice of the customer by sharing product feedback, use cases, integration needs, and field insights with Product Management, Engineering, Sales, and Marketing to improve roadmap decisions, integration readiness, and field effectiveness., • Mentor other Solutions Architects, contribute to team learning initiatives, improve technical collateral and documentation, and share subject matter expertise through GitLab’s common collaboration channels to increase team readiness, reuse of technical assets, and consistency across engagements., • Experience working with customers in technical pre-sales, consulting, or related roles where you’ve guided solution design, technical evaluations, and adoption planning., • Ability to solve customer issues with broad scope and high complexity, including integration challenges and cross-functional technical scenarios., • Knowledge of the end-to-end software development lifecycle, including DevSecOps practices, continuous integration, continuous deployment, security, and cloud concepts., • Hands-on familiarity with GitLab or similar source code management, CI/CD, and collaboration platforms, with the ability to connect platform capabilities to customer goals., • Experience facilitating workshops, leading proofs of concept or proofs of value, and contributing to technical assessments, audits, or tender responses., • Communication skills that let you adapt technical and business messages for practitioners, leaders, and executive stakeholders., • Relationship-building skills with a customer-focused approach, including the ability to listen, challenge constructively, and advocate for customer requirements internally., • Interest in continuous learning, mentoring, and applying transferable experience from related backgrounds to deepen expertise in GitLab, AI, and DevSecOps. The Solutions Architect team is part of GitLab’s Sales organization. We collaborate asynchronously across regions to share practices, develop reusable technical content, and bring field feedback into the business. We work closely with Sales, Product Management, Engineering, and Marketing, and we value knowledge sharing, strong technical storytelling, and continuous learning as we help customers modernize software delivery in a fast-changing AI and DevSecOps market. The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our and . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $154,200 - $231,300 USD How GitLab Supports Full-Time Employees • _, • _, • _, • _, • _, • _ Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from _ are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our _ Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also and . If you have a disability or special need that requires , please let us know during the .