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Location: On site at location listed in job posting. Schedule: Monday-Thursday: 9am-5pm, Friday 9am-6pm, every other Saturday 8:45am-1:15pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with "on the job training" of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Location: On site at location listed in job posting Travel: Open to candidates that can commute to Memphis twice a week. Paid Travel Nashville,TN; Jackson,MS; Paducah,KY Summary: The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results. ESSENTIAL DUTIES AND RESPONSIBILITIES Grow Treasury Product revenue through direct sales to meet all assigned goals Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities Perform product research and identify appropriate solutions for customer requirements and satisfaction Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year. Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points Understand our competitors' environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients Perform solutions oriented working capital analysis to drive product adoption for clients and prospects Participate on client calls and analyze client treasury services requirements Assist Treasury clients with product training and product demonstrations as needed Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience Gather data and prepare reports for Sr. Management and Relationship Managers Support onboarding and Treasury Management Support teams as needed Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time Administer work according to internal and external policies and procedures of the bank Support organizational growth Other duties as assigned EXPERIENCE Bachelor's Degree required 6+ years of experience in Treasury Management Sales CTP or MBA Preferred Knowledge of Account Analysis and Treasury Management Pricing required Understanding of Payment and Receivable processes and working capital and cash flow analysis SKILLS AND ABILITIES REQUIRED Excellent communication skills required, both written and verbal Strong attention to detail and good planning and organization skills Seize opportunities without direction Proficient in working capital and cash flow conversion analysis Excellent Client Service skills Able to modify sales approach to suit client personalities Adaptable, open to, and respectful of differing points of view Ability to cope with organizational change in a positive manner Anticipate change in business environment Able to manage multiple demands and shifting priorities Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred Hours: Monday - Friday 8:00 AM - 5:00 PM About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Location: Memphis, TN Weekly Schedule: Monday- Friday: 9am-5pm Primary Responsibilities Manages solution design from conception, through ARB, to delivery Primarily responsible for producing architect ure documentation for security applications as assigned and as projects and programs of work dictate Maintains First Horizon's Security Architect ure Pattern Inventory (across identity, data, application, network, and cloud) as a member of the Core Enterprise Architect ure Team Leads security design workshops and POC efforts for new ( security ) capabilities Validates 3rd Party/Vendor Solutions for security concerns Aligns Information Security Technology strategy and planning with First Horizon's business goals and objectives Promotes the use of a shared infrastructure and application roadmap to reduce costs and improve how assets are secured Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology Works with engineers to ensure that technical solutions as delivered align with Information Security Standards and Policies Works with Portfolio technology leaders to include IT Risk and Security Exception initiatives in portfolio roadmap Manage Encryption Standards: key management, tokenization for payments, DLP/classification/handling; architect PCI DSS segmentation boundaries and compensating controls. Manage Network/Zero Trust Standards: microsegmentation across Azure and colocation; secure branch/office connectivity; define workload identity and continuous verification patterns; enforce least privilege. Detection/telemetry: Publish Splunk logging schema, retention, and correlation strategies; onboard logs from Azure, Colo, API Gateways, IAM, CyberArk, MFaaS, and core platforms; drive ATT&CK‑aligned detections and forensic readiness. Secure SDLC and supply chain: Operationalize threat modeling; collaboratively define CI/CD control overlays with DevOps; establish artifact signing/SBOM standards; ensure secrets handling and container/Kubernetes baselines where applicable. Governance and risk: Maintain control overlays mapped to FFIEC/GLBA/PCI/NIST; lead design reviews; manage exceptions with remediation timelines; produce audit-ready decision records in partnership with the CISO team. Payments and third-party/SaaS: Define intake and security requirements for MFaaS, Salesforce, ServiceNow, FIS/Fiserv/Bottomline integrations-identity, logging, data handling, and PCI scoping. Physical security integration: Align building access, video, and visitor systems with identity and logging patterns; coordinate incident playbooks with Corporate/Physical Security . Enablement and influence: Mentor senior architect s and engineering associates; lead communities of practice; communicate strategy, benefits, and trade-offs to executives and delivery teams. Requirements Bachelor's degree in Computer Science, Management Information Systems, or related field (12+) years of Information Security experience (7+) years of Security Architect ure Experience in regulated financial services Experience with Azure security architect ure across multi-tenant/region and hybrid environments; strong Zero Trust and network segmentation expertise Regulatory fluency: FFIEC, GLBA, PCI DSS; practical NIST CSF/800-53 mapping; MITRE ATT&CK‑aligned detection design. Experience with technical documentation like interaction diagrams, process diagrams, network topologies and other architect ural content Experience with Agile/SAFe methodologies Experience with Enterprise Architect ure Governance: ARB/design councils, exception handling, and audit narratives; ability to set and harmonize enterprise standards. Certifications/Licensures Strongly preferred: CISSP or CompTIA Security + Microsoft Azure Security Engineer or Azure Solutions Architect Expert Preferred: CCSP; CISM or CRISC; SANS GCSA or GCLD; PCI Professional (PCIP) or equivalent GIAC enterprise defense/IR certifications Skills And Competencies Ability to adapt to new technologies and learn quickly Enterprise architect ural leadership across identity, cloud, application, data, and network security . IAM for associates (Entra ID, Active Directory) and clients (Transmit Security , ForgeRock/Ping, or Okta); OAuth/OIDC; phishing-resistant MFA/passkeys; PAM integration and privileged pathway design. Integration Security : FAPI, OAuth2.0, FDX, mTLS, rate limiting, schema validation, abuse/bot mitigation, CIAM integration, OWASP, and high-quality telemetry to Splunk. Secure SDLC and supply chain: threat modeling, pipeline security , artifact signing/SBOM, dependency hygiene, and secrets management. Communication, influence, and enablement: ability to translate risk to business impact, drive adoption, and coach peers and engineers. Ownership and execution: measurable risk reduction, pattern adoption, and cross‑team collaboration. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Location: On site at location(s) listed in job posting. Summary: As the Business Risk Oversight Officer within our second line of defense (2LOD), you will serve as a critical partner providing independent oversight and credible challenge to first line of defense (1LOD) business associates, acting as a trusted advisor to ensure operational risk is appropriately identified, assessed, monitored, and controlled, and that risk programs are properly executed in alignment with risk appetite, regulatory expectations, and our commitment to serving clients responsibly. You will provide robust oversight, deliver rigorous and documented credible challenge, and offer strategic risk guidance to help 1LOD leaders design and execute effective controls. Additionally, you will play a key role in identifying opportunities to leverage automated technology and artificial intelligence to expand risk coverage and enhance the efficiency of our oversight processes. Job Responsibilities: Independently assess the operational risk and control environment across assigned businesses/functions; validate that risks and controls are identified, designed and operating effectively. Review and challenge Risk and Control Self-Assessments (RCSAs), process maps, and control effectiveness; opine on inherent/residual risk, control gaps, and remediation plans. Evaluate and challenge key risk indicators (KRIs), thresholds, and triggers; monitor breaches and trends against risk appetite and tolerance. Oversee issue and incident management, including client-impacting events: opine on root cause, corrective action plans, and sustainable remediation. Review operational loss events and near misses; identify systemic themes and drive lessons learned into control enhancements. Provide independent challenge for change risk (new/changed products, processes, technology) including Third-Party Risk Management assessments. Coach and advise first line associates on operational risk frameworks, methodologies, and regulatory expectations while maintaining independence and the ability to escalate. Facilitate workshops (RCSA, scenario analysis, KRI design, issue remediation) to uplift risk capability and strengthen risk culture. Build effective relationships to influence risk-informed decisions and promote timely escalation and resolution of emerging risks. Champion the integration of automated technologies and AI-led strategies to streamline risk evaluation, data analytics and continuous monitoring capabilities to improve efficiency of 2LOD oversight. Support board and executive level reporting with clear, concise analysis of key risk exposures, trends, and mitigations. Coordinate with other risk areas across the enterprise to ensure integrated oversight and response to identified risk themes. Engage in regulatory exams, audits, and risk assessments involving assigned LOBs/business units. Participate in industry forums and build relationships with other financial institutions across the industry. Required Qualifications/Knowledge, Skills, and Abilities: Bachelor's degree in Business, Finance, Risk Management, or a related field. 7+ years of experience in 2LOD operational risk management or 1LOD business controls within the banking or financial services industry. Deep understanding of US banking regulations and supervisory guidance from the Federal Reserve regarding operational risk and governance. Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. Proficiency at assessing current processes with an eye towards efficiency and automation. Strong oral and written communication skills with ability to communicate at all levels of an organization. Proven ability at collaborating across the enterprise to solve complex challenges. Experience leading teams through change by creating a compelling vision for transformation. Strong project management skills with ability to manage multiple concurrent projects successfully and a proven history of strong execution on major initiatives. Exceptional interpersonal skills with the ability to influence without direct authority. Must be adept at delivering difficult feedback (credible challenge) in a professional, collaborative, and constructive manner. This role requires a balance of strategic thinking and tactical execution. You must be comfortable navigating ambiguity, driving accountability across cross-functional teams, and continuously advocating for a strong risk culture throughout the organization. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Project Manager – Electrical Construction Location: Memphis, TN (Travel may be required) Division: Construction Reports To: Construction Leader Status: Full-time – Exempt This position is not eligible for relocation. About Us At Voltrio, we deliver cutting-edge electrical solutions for commercial and industrial clients. We’re more than just contractors—we’re partners in success, driven by safety, innovation, and lasting customer relationships. We thrive on delivering high-impact projects with excellence and integrity. Position Overview As the face of the company to our clients, the Project Manager serves as a trusted expert in electrical construction solutions. You’ll lead the execution of commercial and industrial projects from preconstruction through final sign-off—driving new business opportunities, ensuring profitable delivery, and maintaining exceptional customer satisfaction. This role combines strategic oversight, hands-on project management, and strong client engagement to ensure projects are delivered safely, on time, and within budget. Key Responsibilities Customer & Client Leadership • Serve as the primary point of contact and trusted advisor for clients., • Develop long-term relationships based on communication, responsiveness, and trust., • Understand and anticipate client needs to deliver innovative and effective solutions. Project Execution & Performance • Lead all phases of electrical projects, including planning, execution, and closeout., • Manage project scope, budget, schedule, manpower, and quality control., • Collaborate closely with superintendents and field teams to ensure smooth operations and safety compliance., • Prepare and track documentation: RFIs, change orders, submittals, schedules of values, and billing. Safety & Compliance • Lead and enforce a safety-first culture, ensuring full compliance with OSHA standards and internal protocols., • Conduct site inspections and regular safety meetings., • Proactively mitigate risk through thorough planning and incident response. Preconstruction & Procurement • Support the estimating team in preparing competitive project bids., • Evaluate scope, pricing, and performance., • Oversee procurement to ensure on-time delivery of materials and alignment with budget constraints. Financial Stewardship • Maintain full accountability for project financials., • Track and report on cash flow, job cost analysis, and profitability., • Conduct cost reviews and value engineering to improve performance. Leadership & Continuous Improvement • Coordinate and motivate cross-functional teams, including field crews and subcontractors., • Mentor junior staff and contribute to a high-performance culture., • Drive process improvements and standardization across projects., • Ability to emulate Tristate’s Core Values. Qualifications • 5+ years managing electrical construction projects (commercial or industrial)., • 1+ years estimating electrical projects preferred (commercial or industrial)., • Bachelor’s in Construction Management, Engineering, or equivalent (preferred)., • Deep understanding of NEC, electrical systems, and construction practices., • Proficient in MS Project, Excel, Word, and Electrical estimating software required; knowledge of a project management & scheduling software preferred, • Excellent communication, decision-making, and client-facing presence., • Data Driven, • OSHA training preferred; PMP or equivalent is a plus. Ability to Exemplify Tristate's Core Values: • Desire to Succeed, • Always Positive, • Do the Right Thing, • Values our Reputation, • Authentically Humble Yet Hungry Why Join Us? • Competitive compensation and performance bonuses, • Comprehensive benefits (health, retirement, paid time off), • Career development and advancement in a growing organization, • A culture that celebrates teamwork, innovation, and safety Ready to power up your career? Apply today and help us build the future of electrical infrastructure! The salary, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law. Tristate Armature is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Tristate is also a certified TN Drug Free Workplace.

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Job Title: Sr. Director - Supply Chain Modernization Current Need: The MT Sr Director - Supply Chain Modernization is accountable for defining and executing the multi‑year technology and process transformation roadmap for the Supply Chain. This role leads the MT Supply Chain Modernization Team , ensuring strategic initiatives are aligned to the USPD SCO Modernization office. The role serves as the single point of accountability for SCO modernization office , spanning planning, prioritization, delivery governance, and value realization across Supply Chain platforms, processes, and operating models. The Senior Director partners closely with Supply Chain Operations, Enterprise Architecture, Finance, and external system integrators to drive measurable improvements in efficiency, scalability, and reliability. Key Responsibilities: Strategy & Roadmap Define and own the end‑to‑end Supply Chain modernization strategy , aligned to enterprise goals and long‑term business outcomes. Develop and maintain a multi‑year transformation roadmap , balancing near‑term operational stability with long‑term modernization objectives. Translate executive priorities into sequenced initiatives, investment cases, and measurable outcomes . Identifies and implements Tactical solutions that bring high efficiencies and savings. Aligns, defines and coordinates Analytics Strategy and AI strategy for Supply Chain Program & Portfolio Leadership Lead the Supply Chain Modernization Office , providing governance across major transformation initiatives (e.g., planning platforms, execution systems, network modernization). Own portfolio intake, prioritization, and dependency management across Supply Chain programs. Ensure consistent delivery standards, milestone tracking, and risk management across all modernization efforts. Partners with delivery teams for major S/4 Implementations to drive Supply Chain strategy. Financial & Investment Accountability Own modernization CapEx and OpEx planning , including CAR development, investment trade‑offs, and value realization tracking. Partner with Finance and Supply Chain leadership to identify cost‑offset opportunities , sequencing decisions, and funding strategies. Ensure modernization investments deliver clear business value and ROI . Operational Excellence & Risk Management Partner with Operations and Technology leaders to stabilize legacy platforms while executing transformation . Establish clear transition paths from project delivery to business‑as‑usual operations . Stakeholder & Executive Engagement Serve as a trusted advisor to Supply Chain and Technology executives on modernization strategy, progress, and risks. Drive cross‑functional alignment across Supply Chain Operations, Enterprise Architecture, Product, and external partners. Communicate progress through MBRs, QBRs, and executive updates with a focus on outcomes and value. People & Organization Leadership Build and lead a high‑performing modernization leadership team , including directors, program leaders, and architects. Set clear accountability, develop talent, and ensure succession planning for critical roles. Foster a culture of execution discipline, transparency, and continuous improvement . Scope & Impact Enterprise‑wide impact across Supply Chain planning, execution, and operations Accountability for large, complex transformation programs with significant financial and operational exposure Direct influence on service levels, cost structure, and scalability of Supply Chain operations. Minimum Qualifications Required: Bachelor's or master's degree in computer science, information systems, or related field. 10+ years of experience in supply chain technology, transformation, or large‑scale enterprise programs Proven leadership of multi‑year modernization initiatives in complex, regulated environments Strong financial acumen with experience managing large budgets and investment portfolios Deep understanding of supply chain systems, processes, and operating models Executive‑level communication and stakeholder management skills Solid understanding of AI and experience deploying those technologies on a supply chain environment. Key Competencies SAP S/4 Supply Chain (or equivalent) experience driving transformation. Strategic Planning and Execution Building Relationships and Influencing Others Business Enterprise Knowledge Change Advocacy and Innovation Consulting and Risk Management, result oriented and financial acumen Travel requirement: 20-25% Physical Requirements: General Office Demands Relocation assistance / allowance is not budgeted for this position We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. (https://careers.mckesson.com/en/benefits) Our Base Pay Range for this position $193,700 - $322,900 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: careers.mckesson.com (http://careers.mckesson.com) . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity (https://www.mckesson.com/about-mckesson/eeo-at-mckesson/) page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) DisabilityAccommodation@McKesson.com (mailto:DisabilityAccommodation@McKesson.com) or (Canada) Accessibility@mckesson.ca (mailto:Accessibility@mckesson.ca) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!

Independence Title in Austin, Texas (Title Department), a wholly owned subsidiary of Anywhere Integrated Services, is seeking an experienced Title Officer. Anywhere Integrated Services is a full-service title, settlement, underwriting and vendor management services company serving real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate transactions. Title Officer is responsible for: + Researching and interpreting real estate documents, district court proceedings, probate cases and surveys. + Having ability to communicate effectively with escrow staff, underwriting attorneys and co-workers. + Demonstrating attention to detail combined with analytical and problem solving skills consistently + Making insurability decisions and translating title insurance guidelines. Truly Remarkable Service: + We are looking for a friendly, outgoing, well organized person with a strong work ethic and desire to find solutions to help customers have a truly remarkable experience closing their real estate transactions. + Must create a positive image of the company through a professional appearance, actions, and conduct to fellow employees and customers. Benefits: On a personal and professional level, here's just part of what you'll enjoy: + Career growth opportunities + Training and Development + Medical/Dental/Vision + Paid Holidays and Vacation + 401(k) Matching Program + Employee Assistance Program Qualifications: + High School Diploma or equivalent + Minimum of 10 years in the title insurance business + Must be able to multi-task, demonstrate exceptional written and verbal communication skills + Proficient on computer, comfortable with technology + Ability to work in a fast paced, team-oriented environment + Have strong problem solving/analytical skills. Independence Title offers the very best in title services, business tools and brainpower, with clear focus on our employees and customers, where we all stand on the same ground together. We take pride in standing apart from our competitors by keeping jobs local, believing that the best way to provide our customers with comprehensive information on property is by standing side-by-side with them on the ground in Texas. Headquartered in Central Texas, with over 70 branch locations to serve you. We can handle transactions on property in any county in Texas and are licensed directly in Atascosa, Bastrop, Bell, Bexar, Blanco, Brazoria, Brazos, Burleson, Burnet, Caldwell, Chambers, Collin, Comal, Dallas, Denton, El Paso, Ellis, Fort Bend, Galveston, Grayson, Guadalupe, Harris, Hays, Hunt, Jefferson, Johnson, Kaufman, Kendall, Lampasas, Lee, Liberty, Llano, McLennan, Medina, Montgomery, Nueces, Parker, Rockwall, San Patricio, Tarrant, Travis, Walker, Waller, Washington, Williamson, and Wise counties. Independence Title is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate (https://www.bhgre.com/) , Century 21® (https://www.century21.com/) , Coldwell Banker® (https://www.coldwellbanker.com/) , Coldwell Banker Commercial® (https://www.cbcworldwide.com/) , Corcoran® (https://www.corcoran.com/) , ERA® (https://www.era.com/) , and Sotheby's International Realty® (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move - your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

The Agile Product Owner – Senior Advisor is accountable for driving portfolio initiatives in support of the Specialty Pharmacy area. This role applies deep technical and operational expertise to provide business leadership and support to Express Scripts Operations, ensuring technology products, systems, and services align with organizational objectives. The Senior Advisor ensures business requirements are clear, actionable, and outcome-driven, and that the execution of approved initiatives delivers measurable value. This role owns initiatives end-to-end—managing scope, timelines, dependencies, and outcomes to ensure successful delivery across the assigned portfolio. Primary Functions: • Provide business leadership and delivery oversight for cross-functional, operational, strategic, and tactical initiatives within the Specialty Pharmacy domain., • Coordinate and align cross-functional teams to ensure initiatives and associated deliverables are completed on time and in support of overall project objectives., • Gather and analyze data; develop queries; document and validate business and technical requirements; track action items through structured project plans; and deliver clear, concise status reporting., • Ensure adherence to established processes, documentation standards, and governance, partnering with accountable business and delivery leaders., • Drive timely execution of initiatives, proactively escalating risks, roadblocks, and shifting priorities while maintaining transparent communication with leadership., • Optimize outcomes within defined scope, schedule, and constraints, partnering with delivery teams to assess progress, resolve escalated issues, and remove product or delivery impediments., • Contribute to the strategic direction and multi-year product roadmap, aligning initiatives with business priorities and enterprise goals., • Serve as a key liaison between business and technology, executing portfolio-level initiatives, resolving complex issues, monitoring KPI performance, and providing leadership-ready updates., • Own financial accountability for initiatives, partnering with resource management to complete financial analyses and track savings, margin impact, and realized benefits., • Maintain a strong understanding of industry trends, performance metrics, and operational KPIs within the assigned product or capability area., • Leverage data and insights to identify and drive new product enhancements and process improvement opportunities., • Partner closely with business, technology, and analytics teams to understand customer needs, achieve business objectives, and improve customer satisfaction and NPS., • Collaborate with analytics teams to define and develop new data sources and KPIs where gaps exist., • Lead large-scale, complex technology initiatives within Specialty Pharmacy and provide guidance to others on gathering, refining, and documenting high-quality requirements., • Bachelor’s degree preferred, • MBA preferred

FIELD SALES REPRESENTATIVE Titan AG Join One of the Fastest Growing Independent Ag Retailers in the Southeast Titan AG is searching for hardworking, relationship-driven sales professionals who want more than just another ag sales position. We are building a team of people who still believe in agriculture, believe in the American farmer, and believe that doing what is right at the farm gate matters more than corporate politics and shareholder meetings. If you are looking for a company where your voice matters, where decisions are made quickly, and where growers are treated like family instead of account numbers, Titan AG may be the place for you. About Titan AG Titan AG is an independently owned agricultural retailer founded by a fourth-generation row crop farmer from West Tennessee who understands firsthand the challenges growers face every day. We understand: • Rising input costs, • Tight margins, • Weather risks, • Market volatility, • Long hours, • Equipment breakdowns, • The stress of making a crop under pressure Because we live it ourselves. Titan AG was built around a simple belief: Farmers deserve a partner who puts their success first. Not a corporate agenda. Not a boardroom strategy. Not pressure from shareholders who have never sat in a tractor cab from daylight to dark. At Titan AG, we still believe: • A handshake means something, • Hard work matters, • Trust is earned, • Common sense should guide decisions, • Relationships are more valuable than transactions We are proud to be American-owned and farmer-focused. Our culture is rooted in grassroots agriculture and values that many in the industry have walked away from in favor of bureaucracy, politics, and quarterly earnings reports. We are working to set a new standard for what agricultural retail should look like: • Fast moving, • Honest, • Innovative, • Relationship driven, • Research backed, • Built for the grower While our values are old school, our mindset is not. Titan AG invests heavily in research, agronomy, precision agriculture, and innovation to help growers reduce costs, improve efficiency, and maximize return on investment. We do not believe in selling products for the sake of volume. We believe in solving problems and helping growers win. That is the Titan AG way. Position Overview As a Field Sales Representative, you will serve as the primary relationship manager for growers within your assigned territory. This is a boots-on-the-ground, relationship-first role focused on helping farmers improve profitability through practical agronomic solutions and strong personal relationships. Approximately 85% of your time will be spent working directly with growers in the field, at the farm shop, or at the kitchen table learning about their operation and helping them make informed decisions. You will work alongside experienced agronomists, precision agriculture specialists, and research teams to develop customized: • Seed programs, • Crop protection plans, • Fertility recommendations, • Precision agriculture strategies Your success will come from your ability to: • Build trust, • Communicate clearly, • Work hard, • Solve problems, • Deliver results This is not a “sit behind a desk” sales role. This is an opportunity to become a trusted advisor and long-term partner to the growers you serve. Key Responsibilities Relationship Building • Develop strong relationships with growers throughout your territory, • Become a trusted advisor for customer operations and agronomic decisions, • Conduct regular farm visits and provide in-season support, • Deliver responsive, high-level customer service Sales & Business Development • Grow market share for seed, crop protection, fertility, and precision agriculture programs, • Identify and develop new customer opportunities, • Execute strategic sales plans within assigned territory, • Utilize solution-based selling to improve grower profitability, • Build long-term customer loyalty and retention Agronomic Support • Assist growers with practical agronomic recommendations, • Work closely with Titan AG agronomists and research teams, • Support on-farm trials and demonstration plots, • Communicate product positioning and performance in relatable, farmer-focused language, • Stay informed on agronomic trends, technologies, and competitive products Territory Management • Maintain accurate sales forecasting and reporting, • Manage expenses and marketing investments responsibly, • Assist with account collections and financial awareness, • Represent Titan AG professionally at trade shows, grower meetings, and industry events Qualifications Required • Bachelor’s degree in Agriculture, Agronomy, Business, or related field, • Minimum 2 years of sales experience, • Minimum 2 years of agricultural industry experience, • Strong communication and interpersonal skills, • Self-motivated with the ability to work independently, • Competitive mindset and strong work ethic, • Ability to multitask in a fast-paced environment, • Willingness to travel throughout assigned territory Preferred • Agronomic understanding of row crop production systems, • Experience in seed, crop protection, fertilizer, or ag retail sales, • Certified Crop Advisor (CCA) certification, • Experience with precision agriculture or on-farm research, • Proven history of business development and territory growth What We Offer Compensation & Benefits • Competitive base salary, • Aggressive commission structure, • Performance bonus opportunities, • Profitability bonus, • Company vehicle, • Expense account, • Insurance stipend, • Life insurance, • 401K match, • Paid vacation and time off Why Titan AG? At Titan AG, you are not just another employee inside a massive corporation. You are part of a team that believes agriculture still deserves: • Integrity, • Accountability, • Hard work, • Common sense, • Speed, • Innovation, • Family values, • Trust We are building something different. Our team members have the ability to: • Make an impact, • Grow quickly, • Build meaningful relationships, • Help shape the future of the company, • Be part of a culture that still values the American farmer We are looking for individuals who: • Want to compete and win, • Take pride in hard work, • Care about helping growers succeed, • Value honesty and relationships, • Want to be part of a fast-growing company with purpose and vision Titan AG Core Values • We solve, not sell, • We tell the truth, • We own the outcome, • We move with urgency, • We build profit, not just volume, • We win as a team Join the Titan AG Family If you are looking for an opportunity to build a meaningful career while serving growers the right way, we encourage you to apply and become part of the Titan AG family. Because at Titan AG, we still believe the farmer comes first.

Job DescriptionPosition title: Paraplanner Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Responsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 60% Financial Planning & Advice / Product Solutions Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients Develop portfolio/robust product solution recommendations that will fit the clients risk tolerance and time frame as well as develop appropriate product deliverables 40% Client Care / Business Management Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary. Manage and resolve client service problems Perform other allowable duties as assigned by the financial advisor(s) Key Traits of a Successful Paraplanner Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisors practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $63,750—$75,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. Job Title: Sr. Director - Supply Chain Modernization Current Need: The MT Sr Director - Supply Chain Modernization is accountable for defining and executing the multi‑year technology and process transformation roadmap for the Supply Chain. This role leads the MT Supply Chain Modernization Team, ensuring strategic initiatives are aligned to the USPD SCO Modernization office. The role serves as the single point of accountability for SCO modernization office, spanning planning, prioritization, delivery governance, and value realization across Supply Chain platforms, processes, and operating models. The Senior Director partners closely with Supply Chain Operations, Enterprise Architecture, Finance, and external system integrators to drive measurable improvements in efficiency, scalability, and reliability. Key Responsibilities: Strategy & Roadmap • Define and own the end‑to‑end Supply Chain modernization strategy, aligned to enterprise goals and long‑term business outcomes., • Develop and maintain a multi‑year transformation roadmap, balancing near‑term operational stability with long‑term modernization objectives., • Translate executive priorities into sequenced initiatives, investment cases, and measurable outcomes., • Identifies and implements Tactical solutions that bring high efficiencies and savings., • Aligns, defines and coordinates Analytics Strategy and AI strategy for Supply Chain Program & Portfolio Leadership • Lead the Supply Chain Modernization Office, providing governance across major transformation initiatives (e.g., planning platforms, execution systems, network modernization)., • Own portfolio intake, prioritization, and dependency management across Supply Chain programs., • Ensure consistent delivery standards, milestone tracking, and risk management across all modernization efforts., • Partners with delivery teams for major S/4 Implementations to drive Supply Chain strategy. Financial & Investment Accountability • Own modernization CapEx and OpEx planning, including CAR development, investment trade‑offs, and value realization tracking., • Partner with Finance and Supply Chain leadership to identify cost‑offset opportunities, sequencing decisions, and funding strategies., • Ensure modernization investments deliver clear business value and ROI. Operational Excellence & Risk Management • Partner with Operations and Technology leaders to stabilize legacy platforms while executing transformation., • Establish clear transition paths from project delivery to business‑as‑usual operations. Stakeholder & Executive Engagement • Serve as a trusted advisor to Supply Chain and Technology executives on modernization strategy, progress, and risks., • Drive cross‑functional alignment across Supply Chain Operations, Enterprise Architecture, Product, and external partners., • Communicate progress through MBRs, QBRs, and executive updates with a focus on outcomes and value. People & Organization Leadership • Build and lead a high‑performing modernization leadership team, including directors, program leaders, and architects., • Set clear accountability, develop talent, and ensure succession planning for critical roles., • Foster a culture of execution discipline, transparency, and continuous improvement. Scope & Impact • Enterprise‑wide impact across Supply Chain planning, execution, and operations, • Accountability for large, complex transformation programs with significant financial and operational exposure, • Direct influence on service levels, cost structure, and scalability of Supply Chain operations. Minimum Qualifications Required: • Bachelor's or master's degree in computer science, information systems, or related field., • 10+ years of experience in supply chain technology, transformation, or large‑scale enterprise programs, • Proven leadership of multi‑year modernization initiatives in complex, regulated environments, • Strong financial acumen with experience managing large budgets and investment portfolios, • Deep understanding of supply chain systems, processes, and operating models, • Executive‑level communication and stakeholder management skills, • Solid understanding of AI and experience deploying those technologies on a supply chain environment. Key Competencies • SAP S/4 Supply Chain (or equivalent) experience driving transformation., • Strategic Planning and Execution, • Building Relationships and Influencing Others, • Business Enterprise Knowledge, • Change Advocacy and Innovation, • Consulting and Risk Management, result oriented and financial acumen Travel requirement: 20-25% Physical Requirements: General Office Demands Relocation assistance / allowance is not budgeted for this position We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $193,700 - $322,900 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: careers.mckesson.com. McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) Disability_Accommodation@McKesson.com or (Canada) Accessibility@mckesson.ca. Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!

QUALIFICATIONS Bachelor’s degree or equivalent work experience in finance, accounting, management information systems or other related discipline plus 5-7 years of Oracle Cloud Financials experience with deep knowledge of R2R processes Hands-on experience with Oracle Cloud Financial configurations

Job DescriptionBenefits/Perks • Careers Advancement Opportunities, • Flexible Scheduling, • Competitive CompensationJob SummaryWe are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Responsibilities, • Gather information to understand each client’s overall financial situation and needs and create individualized financial plans, • Make recommendations around a variety of financial products and services, • Network and develop relationships to create a strong client base, • Seek out opportunities to make presentations, provide education, and sell services, • Maintain up-to-date knowledge of the market and industry trendsQualifications, • Bachelor’s degree in finance or a related field, • Previous experience as a Financial Adviser or related position, • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other), • Understanding of the market’s financial data, • Ability to provide reliable, data-based financial advice, • Ability to explain complex financial information in simple terms, • Excellent negotiation, communication, and presentation skills

Job Description Financial Advisor – Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part of one of the most respected firms in the region — known for its strong reputation, deep resources, powerful network, and unmatched advisor support model. The firm is a destination for top-tier, relationship-driven advisors who are seeking long-term alignment and cultural fit. Only A+ advisors will be considered. Responsibilities: • Serve as the primary point of contact for a personal book of business, • Build and maintain strong, trust-based relationships with clients and prospects, • Focus exclusively on client service and business development — all planning, investment management, operations, billing, and compliance are handled by internal staff, • Engage in a collaborative environment where team members regularly share ideas and support one another Support Provided: • Dedicated office space and substantial operational and administrative support, • Full-service internal teams responsible for planning, portfolio analysis, monitoring, compliance, and billing, • All client gifts, entertainment, continuing education, and professional designations are paid for by the firm, • Advisors are not expected to manage back-office functions — infrastructure is fully in place, • Preference for in-office collaboration, with flexibility available for experienced advisors and personal needs Qualifications: • Existing book of business, • Active Series 65 or 66 license, • Strong interpersonal and relationship-management skills, • Retirement plan experience is a plus, but not required, • Cultural alignment with a high-integrity, team-first firm is essential Compensation: • Extremely competitive payout structure, • Above-industry payouts with flexibility for creative deal structures This opportunity is ideal for an experienced advisor seeking a highly professional environment with best-in-class support, where the focus is entirely on client service and long-term success.

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development Insurance Account Representative BJ Nagle State Farm Do you love helping people and being the first call they trust? BJ Nagle State Farm is hiring an Insurance Account Representativea people-first role with real coaching and a clear path to grow into an insurance and financial services career. If youre hardworking, coachable, and excited about building relationships, this is your chance to turn everyday customer support into a long-term career with earning potential. Youll be the friendly face and trusted advisor for our customers, youll help clients with their insurance needs, solve problems, and educate them on products that protect their futures all while building your own path to financial success. Whether youre just starting out or have some experience, we provide hands-on coaching, a proven system, and support to help you grow your skills and your income. If youre detail-oriented, people-focused, and excited by the idea of career growth, this role is for YOU! Employment Details • Employment Type: Full Time, • Desired Experience: 01 year (entry-level welcome), • Pay: $40,000 $60,000 per year base salary + performance-based bonus, • Hiring Timeline: Immediate (within the next 30 days)What Youll Do Youll start as the trusted support for customersthen grow into more responsibility through hands-on training, a proven process, and ongoing mentorship. • Answer customer inquiries and provide policy/service information, • Assist clients with policy changes and updates, • Resolve customer concerns with empathy and follow-through, • Process insurance claims and follow up to make sure customers are taken care of, • Set customer appointments and coordinate next steps, • Use a customer-first, needs-based approach to educate clients on insurance options, • Work closely with the Agent and team to support marketing and sales goals, • Help generate leads, connect with prospects, and guide next steps with the right coverage, • Maintain accurate records and stay organized in a fast-paced environmentWho You Are, • Youre a strong communicator and an excellent listener, • You care about solving problems and helping people feel confident, • Youre detail-oriented and able to multitask, • You have a strong work ethic and a willingness to learn, • Youre interested in learning sales/marketing skills and want coaching to succeed (no experience requiredjust motivation)Qualifications / Licensing, • Strong communication, problem-solving, and interpersonal skills, • Ability to work in a fast-paced environment, • Must be able to obtain Property, Casualty, Life, and Health license(s) (training/support provided)Benefits, • Performance-based bonus, • Competitive salary, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & developmentReady to Apply? If youre customer-focused and ready to grow into a producer-style insurance sales careerwith coaching, structure, and a proven systemwed love to meet you.

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Demonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. 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

Company Name: FedEx Freight, Inc. Job Title: Senior Advisor – Operations Research Location: 8285 Tournament Drive, Memphis, TN 38125 Job Description: Responsible for formulating and applying sophisticated modeling and other advanced analytic methods using a computer to develop and interpret information that assists management with decision making, policy formulation, or other managerial functions; Concentrate on collecting, cleansing and analyzing data, developing decision support software and producing actionable information for decision making. Identify business opportunities or expand ideas obtained from management in order to conceptualize and define and model operational problems to assess feasibility and impact. Identify performance improvement opportunities via data analysis and develop decision support tools to ensure most cost conscience, efficient use of company resources that supports service objectives. Develop concepts into business plans utilizing appropriate research techniques, methodologies, and experience and present them to senior management with recommendation for implementation. Perform extensive analysis of the problem, model resources available and alternative solutions. Lead the evaluation of alternative systems or transportation networks employing financial, computer, geographic or operational models as appropriate. Develop and implement data collection systems from primary and secondary sources and other strategies that optimize statistical efficiency and data quality. Identify, analyze, interpret and visualize trends or patterns in complex data sets. Research cutting edge technologies in support of the “best practices” in any transportation or network related question. Individually, or as a project leader, design and develop models for testing, validation, and evaluation of strategic proposals. Utilize multi-media presentations and formal reports for presenting analyses to senior management. Assist in the development and mentoring for Operations Research Analysts/Advisors. Comply with all applicable laws/regulations, as well as company policies/procedures. Perform other assignments (or duties) as required. Qualifications: Bachelor’s degree in Industrial Engineering, Math/Statistics, or related quantitative discipline plus 9 years of professional experience in engineering, statistics, forecasting, or data analysis. The employer will alternatively accept a Master’s degree in Industrial Engineering, Math/Statistics, or related quantitative discipline plus 7 years of professional experience in engineering, statistics, forecasting, or data analysis. Must have experience in each of the following skills: Proficient programming skills and ability to learn new languages, including: JAVA, SQL, SAS, C#, C++, Python. Advanced knowledge of relational database systems Oracle, DB2 and Terradata. Proficient using data visualization tools: Spotfire, Tableau, or Power BI. Strong computer skills (Excel, Outlook, Word, PowerPoint) with experience using statistical software and reporting interfaces, data mining tools, machine learning techniques and data visualization. Strong leadership, analytical, problem solving, time management, organizational and interpersonal skills. Comprehensive presentation, verbal and written communication skills. This position is eligible for telecommuting and may be located anywhere within the United States excluding Alaska, Hawaii and U.S, territories. EST FedEx Freight, Inc FedEx Freight is an Equal Opportunity Employer, including disabled and veterans. If you have a disability and you need assistance in order to apply for a position with FedEx Freight, please e-mail at hrasupportteam@fedex.com. FedEx Freight will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

Organization: American Camp Association Role: Senior Vice President for Finance Headquarters: Martinsville, IN (Indianapolis) Work Location: Remote Travel: Up to 15% Salary Range: $190,000 to 210,000 ABOUT The American Camp Association: The American Camp Association (ACA) is a community of camp professionals who, for over 100 years, have joined together to share our knowledge and experience and to ensure the quality of camp programs. Because of our diverse 10,000 plus membership and our exceptional programs, we’re uniquely able to unleash the life-changing power of camp. Our work gives more children and adults the opportunity to learn powerful lessons in community, character-building, skill development, and healthy living — lessons that can be learned nowhere else. Learn more at _ ROLE & RESPONSIBILITIES To support and advance the mission of the American Camp Association and American Camp Foundation by: • Being an innovative, thoughtful, communicative, and productive member of the ACA, Inc. team., • Providing strategic financial leadership and insights to advance ACA’s mission and long-term goals., • Leading the development of annual and multi-year budgets, forecasts, and financial models., • Analyzing financial performance, trends, multi-year funding, and capital needs to provide the relevant information required for strategic and operational decision-making., • Serving as a strategic advisor and thought partner to the CEO, ACA and ACF boards, and the senior leadership team., • Establishing and maintaining relationships with financial institutions, advisors, and partners., • In collaboration with volunteer leaders, overseeing financial strategy related to investments, major contracts, and resource allocation., • Establishing financial insights and planning that drive program growth and organizational priorities in alignment with organizational strategies., • Working with organizational leaders, developing and communicating financial reporting and operational objectives across departments and divisions, and ensuring those goals align with ACA’s strategic priorities, motivate staff, and drive individual team outcomes., • Ensuring strong financial analysis and providing clear financial insights and thinking to the CEO, Board, and senior staff leaders to allow for strategic investment in the critical areas that will drive the organization toward its long-term goals., • Lead the preparation, accuracy, and timely completion of monthly, quarterly, and year-end financial statements and reports required by the CEO, the ACA, and the ACF Boards., • Ensuring that external audits and year-end financial processes are timely and produce clean audit outcomes., • Keeping informed about market conditions, societal issues, and competitive information that may impact the organization. Staying up to date on trends and projections and seeing what is on the horizon. Ensuring ACA initiatives do not become insular., • Providing executive oversight of the Controller and financial operations., • Leading the ACA Controller and Finance team to maintain up-to-date records on cash flow, assets, liabilities, and investments., • Overseeing the IT department, including ensuring the deployment of leading technology systems, innovative AI solutions, and the use of data analysis and visualization to advance the organization’s long-term goals., • Championing collaboration, financial transparency, and organizational excellence., • Perform other related duties as assigned. SUPERVISORY RESPONSIBILITIES • Providing direct team leadership to the Controller, financial team, and IT team., • Carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws. EDUCATION AND QUALIFICATIONS • Preference for a Bachelor’s degree in Accounting or Finance, with the addition of an MBA and/or CPA strongly preferred., • 10-12 years of progressive leadership experience, with at least 5 of those in a senior leadership position. Significant nonprofit financial leadership experience required., • Strong working knowledge of nonprofit financial management standards, including accounting principles (GAAP), audit preparation, budgeting, and financial reporting., • Proven experience working with CEOs and Boards., • The ability to translate complex financial data into clear, actionable insights for executive leadership, staff, and board members., • Outstanding strategic thinking, organizational, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment., • Ability to work effectively with diverse individuals at all organizational levels. PREFERRED SKILLS • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures, • Inclusion and Belonging — Knowledge, skills, and experience in expanding inclusion and belonging across the field of camp and ACA, and the ability to work with individuals from a wide variety of backgrounds and experiences, creating an open, inclusive, and welcoming work environment and valuing the voices of others., • Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities., • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Visionary Leadership--Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates., • Judgment--Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Motivation--Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. At the American Camp Association, we believe inclusion and belonging are at the heart of a thriving camp experience. We empower positive change in the world when youth and adults of all backgrounds, beliefs, identities, and abilities are valued and actively engaged in camp and camp leadership. Together, we endeavor to create an expansive and inclusive camp community that is open and promotes equity across a diversity of ideas, experiences, perspectives, and voices. American Camp Association is an Equal Opportunity Employer and does not discriminate in recruitment, hiring, training, promotion, or other employment practices for reasons of age, race, color, religion, national origin, sex, disability, medical condition, veteran status, marital status, sexual orientation, genetics, or any other non-job-related factor. We value the contribution that the diversity of our applicants can bring. HOW TO APPLY The American Camp Association has exclusively retained Impact Search Advisors / OneDigital to lead the recruitment efforts for our next Chief Operating Officer. For consideration, all interested candidates should submit a completed application, cover letter and resume prior to April 26th, 2026 at https://nonprofithr.applytojob.com/apply/jq088LfNSi For further details or any inquiries about this opportunity, please contact Hakimu S. Davidson, Executive Recruiter with Impact Search Advisors of NonprofitHR / OneDigital, at _. Our Commitment to Diversity, Equity, Inclusion & Belonging Nonprofit HR is committed to fostering and maintaining a work environment where diversity, equity, and inclusion (DEI) are fully integrated into everything we do for the benefit of our employees and the clients that we serve. To fully realize our goal, we prioritize our understanding of the complexities of DEI within our workforce to inform our approach to talent management. We believe that this guides how we do our work, advise our clients to operationalize DEI and position our content and educational opportunities help strengthen the talent management capacity of the social impact sector. Continue reading our about our commitment at _.

The Finance & Strategy team accelerates the growth of our business by identifying and implementing new opportunities and solutions. We partner with teams across the company to improve the profitability, scalability and defensibility of our business model. We're looking for people who can use strategy to identify areas of opportunity, and collaborate to help carry projects from conception through execution. We are looking for someone who will help guide our global strategy. You will be a strategic advisor to important partners across DoorDash to ensure we are making the most efficient investment and capital allocation decisions across the geographies in which we operate while improving the experience for all of our marketplace participants. You will help lead financial reporting and planning, and will guide financial insights and direction for our operational decisions and strategies. This role reports to a Senior Director in our Finance & Strategy organization and is remote-friendly within the United States. • Partner with senior leadership to help guide and run our Digital Ordering business, implementing, measuring and optimizing the SaaS and transactional components of the business, • Own the global financial performance picture for this business line and understand the levers to optimize our approach to balancing global growth vs. profitability, • Track and analyze key business/financial KPIs, including SaaS specific metrics, uncover trends and assess current/future business risks and opportunities, • Support DoorDash’s quarterly financial planning, collaborate with cross functional business partners to identify growth areas and business priorities., • Leverage and apply knowledge of SQL, finance, analytics, and AI technology to manage financial reporting, forecasting, and quantitative analysis to assist DoorDash in making better business decisions., • Deep-dive into complex operational questions and collaborate cross-functionally outside Finance with Strategy & Operations, Go-to-Market teams, Revenue Operations and Product, as well as within Finance (Accounting, Analytics, BI) to uncover the most optimal data-driven business decisions and investments, • 9+ years of experience in Strategic Finance, Corporate Finance, Investment Banking, or Consulting at a high-growth technology startup or well-established company, including at least 3+ years of SaaS/Software experience. Restaurant tech experience, including Point of Sale, a plus., • Experience working with (and presenting to) Cross-functional Senior Stakeholders, • Thrives when building & incubating newer businesses – creating frameworks, templates, metrics and longer-range goals to leverage for your line of business, • Specific experience partnering with Go-to-Market teams and implementing SaaS unit economics, metrics and tracking (MRR, NRR/GRR/Churn, LTV:CAC, GTM performance indicators), • Advanced Excel (can maintain complex spreadsheets) and financial modeling skills. Experience building financial models used by teams throughout the company, and to size the impacts of opportunities and business cases for pursuing new projects, • Experience using analytics & AI tools. Experience manipulating large datasets, uncover hidden insights in our data, and improve our understanding of our business through this process We expect this position to be filled by 7/4/2026. Compensation The successful candidate’s starting pay will fall within the pay range listed below and is determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Base salary is localized according to an employee’s work location. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation for this role includes opportunities for equity grants. Talk to your recruiter for more information. DoorDash cares about you and your overall well-being. That’s why we offer a comprehensive benefits package to all regular employees, which includes a 401(k) plan with employer matching, 16 weeks of paid parental leave, wellness benefits, commuter benefits match, paid time off and paid sick leave in compliance with applicable laws (e.g. Colorado Healthy Families and Workplaces Act). DoorDash also offers medical, dental, and vision benefits, 11 paid holidays, disability and basic life insurance, family-forming assistance, and a mental health program, among others. To learn more about our benefits, visit our careers page _. See below for paid time off details: • For salaried roles: flexible paid time off/vacation, plus 80 hours of paid sick time per year., • For hourly roles: vacation accrued at about 1 hour for every 25.97 hours worked (e.g. about 6.7 hours/month if working 40 hours/week; about 3.4 hours/month if working 20 hours/week), and paid sick time accrued at 1 hour for every 30 hours worked (e.g. about 5.8 hours/month if working 40 hours/week; about 2.9 hours/month if working 20 hours/week). The national base pay range for this position within the United States, including Illinois and Colorado. $163,200 - $240,000 USD At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started by enabling door-to-door delivery, and we are looking for team members who can help us go from a company that is known as the place you order food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees’ happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more. We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. If you need any accommodations, please inform your recruiting contact upon initial connection.

Tegra Analytics is seeking a highly experienced Senior Customer Manager to lead strategic partnerships with life sciences clients. This role requires deep expertise in commercial sales operations, strong client-facing leadership, and hands-on experience designing and administering complex incentive compensation programs. The ideal candidate combines operational knowledge of life sciences commercial models with the ability to manage multiple concurrent workstreams in a fast-paced, deadline-driven environment. This individual will serve as both a strategic advisor and an execution leader, ensuring high-quality delivery and measurable client impact. Prominence Advisors, in conjunction with Tegra Analytics, helps healthcare and life sciences organizations unlock the full value of their data through enablement and strategy. We partner with leading organizations to turn complex information into actionable insights that improve outcomes, strengthen operations, and drive sustainable growth. Founded by experienced industry leaders, Prominence is an award-winning firm recognized for multiple Best in KLAS honors and over 30 Best Places to Work accolades. We guide clients through technology strategy, implementation, analytics, and governance to build trusted, scalable data ecosystems that deliver measurable impact. With more than 25 years of life sciences and commercial strategy experience, Tegra delivers customized solutions across data operations, automation, analytics, and performance optimization—combining disciplined execution with proactive, creative thinking. Together, we are united by integrity, accountability, and collaboration. We are people-first and excellence-driven—committed to doing great work, building lasting partnerships, and turning data into clarity, strategy into action, and vision into results. Key Responsibilities Client Leadership & Strategic Advisory • Serve as the primary point of contact for life sciences clients, engaging stakeholders from field operations to executive leadership and C-suite., • Act as a trusted advisor to Commercial Operations, Sales Leadership, HR, and Finance partners., • Lead executive governance forums, client strategy sessions, and long-term planning discussions to advance commercial transformation objectives., • Deliver proactive, data-driven insights and recommendations aligned to business objectives, brand strategy, and product lifecycle dynamics. Commercial Sales Operations Expertise • Demonstrate deep expertise in life sciences commercial sales operations, including sales force design and alignment, territory strategy, target setting and quota deployment, call planning and field activity optimization, performance reporting and KPI governance, sales data management, and field compensation administration., • Identify operational inefficiencies and advance scalable, technology-enabled process improvements that enhance commercial effectiveness., • Ensure commercial operations frameworks align with regulatory requirements, compliance standards, and industry best practices. Incentive Compensation Design & Administration • Lead the design, advisory strategy, and administration of incentive compensation (IC) plans to drive performance and align with enterprise objectives., • Develop and govern plan documentation, business rules, eligibility frameworks, and control structures to ensure clarity, scalability, and compliance., • Align incentive programs with sales strategy, brand priorities, and evolving market dynamics to reinforce desired behaviors and outcomes., • Oversee implementation and ongoing administration of IC programs, ensuring operational excellence, quality control, and timely issue resolution. Multi-Project & Workstream Management • Manage multiple concurrent client engagements with strong organizational rigor, ensuring sustained momentum and alignment to strategic objectives., • Proactively identify risks, dependencies, and execution gaps, driving mitigation strategies to ensure timely, high-quality deliverables., • Operate with urgency and composure in fast-paced environments, effectively balancing tight deadlines and evolving ad hoc priorities. Analytical & Execution Excellence • Translate complex sales and incentive compensation data into clear, actionable insights that inform decision-making., • Conduct financial modeling, forecasting, and performance analyses to support strategic and operational planning., • Maintain rigorous attention to detail and quality control across all analyses and client deliverables., • Produce polished, executive-ready documentation and communications aligned to client standards. Ownership & Adaptability • Demonstrate strong self-management and accountability., • Adapt quickly to evolving client priorities, systems, and commercial environments., • Take initiative to drive continuous improvement opportunities across processes and deliverables. Qualifications • Bachelor’s degree required (Business, Finance, Economics, Life Sciences, Analytics, or related field preferred)., • Proven experience supporting life sciences commercial sales operations (pharma, biotech, medical device)., • Deep understanding of sales operations processes and commercial field execution., • Strong background in incentive compensation design and administration., • Experience managing multiple concurrent client-facing projects., • Exceptional communication skills, including executive-level engagement., • Strong analytical and problem-solving abilities., • Highly organized, deadline-driven, and detail-oriented., • Self-starter with strong ownership mindset and adaptability., • Consulting or commercial operations experience within life sciences preferred. Prominence is dedicated to hiring the best and brightest minds in healthcare and maintaining a culture that rewards our employees for following their passion. We’ve won Modern Healthcare’s Best Places to Work Award and have been voted to Chicago’s 101 Best and Brightest companies list three years running. Our most recent designation is being named in the top 10 by Consulting magazine as one of the Best Small Firm to Work For. We are excited to offer the following benefits for this position: • Competitive Compensation Plans, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation/Sick & Public Holidays), • Training & Development Fund Must be legally authorized to work in the United States without sponsorship. This online application is not intended for anyone who is currently under a non-compete agreement or has an arrangement that precludes employment at Prominence. The world’s most talented professionals come from every background. All applicants will be considered for employment without attention to age, race, color, religion, gender identity and/or expression, sexual orientation, national origin, marital status, veteran or disability status, or any other characteristic protected by law. In addition, Prominence will provide reasonable accommodations for qualified individuals with disabilities. If you are smart and good at what you do, come as you are. All qualified candidates are encouraged to apply. Interested in learning more? Apply below to connect with our Talent team about immediate openings and future consulting projects.

About the Position The Principal, Consultant is a senior-level technical leader responsible for delivering complex, multi-discipline projects and serving as a trusted subject matter expert within your discipline. You may serve as the Project Lead on selected projects, where you’ll be accountable for delivering work profitably, maintaining alignment with scope, and evaluating project health regularly to identify risks early and keep work on track. You’ll lead discipline-specific design efforts, elevate quality, and ensure coordinated, high-performance project delivery across teams. You’ll document client-specific processes and deviations from TEECOM standards to support onboarding, delegation, and consistent delivery. You’ll strengthen TEECOM’s foundations by modeling best practices, contributing to discipline documentation, authoring Pull Requests, and supporting improvements to tools, standards, and workflows. You’ll collaborate closely with Group Leads, Team Leads to ensure consistent application of standards and to resolve challenges. Externally, you’ll cultivate strong client relationships—serving as a trusted technical advisor through clear communication, reliable execution, and sound engineering judgment. You’ll also contribute to pursuits and interviews, shape technical narratives, and participate in client discussions that strengthen TEECOM’s credibility and help win strategic work. Internally, you’ll mentor engineers and production team members by providing technical guidance, design reviews, and actionable feedback that improves project outcomes and supports their growth. While not a people manager, you play a key role in developing TEECOM’s capability and strengthening discipline excellence. This position reflects strong technical expertise, reliable project leadership, disciplined execution, and a commitment to strengthening TEECOM’s standards, systems, and delivery. • As a Principal, Consultant, your impact comes from strong technical leadership, supporting the development of others, and contributing to improvements in TEECOM’s systems and discipline practices. You contribute in three key ways:Technical Leadership, • You elevate project outcomes by leading technical decisions and ensuring design quality, coordination, and documentation meet TEECOM’s standards., • You guide Designers, engineers, and production team members by providing clear rationale, helping them navigate design challenges, and reinforcing disciplined workflows., • You build trust with clients through clear communication, reliable follow-through, and a strong command of your discipline.Mentor and Support Engineers, • You strengthen project teams by coaching engineers and Designers, developing their judgment, and helping them improve design clarity and documentation quality., • When serving as a Mentor, you broaden your mentee’s experience by involving them in client conversations, site walks, design reviews, and documentation discussions., • You accelerate their growth by setting clear expectations, delegating meaningful work, and providing timely, constructive feedback—including through participation in quarterly performance assessments.Improve the TEECOM System, • You reinforce firmwide consistency by contributing to discipline standards, templates, and documentation through clear, well-organized Pull Requests., • You identify workflow or coordination gaps and propose improvements that enhance clarity, efficiency, and scalability., • You capture client nuances, lessons learned, and best practices to strengthen onboarding, delegation, and cross-team alignment., • You deliver coordinated, accurate, and well-documented discipline-specific and multi-discipline work on time, on budget, and to TEECOM’s quality standards., • You identify risks early, communicate them clearly, and make sound decisions that minimize rework and maintain project momentum., • You maintain strong utilization and contribute to financially successful projects within the scope and expectations set by the Project Lead or Group Lead., • You keep project documentation complete, accurate, and current—including design decisions, meeting notes, scope clarifications, and updates to the Design Decision Log (DDL)., • You build client trust through clear communication and reliable follow-through, supporting pursuits by providing scope input, drafting or refining discipline fee proposals, and participating in interviews when needed., • You actively participate in client relationship development through networking events and conferences, direct outreach to clients and partners, and sharing intel gathered through documented interactions., • You strengthen TEECOM’s system by offering constructive feedback on templates, tools, and workflows and by contributing targeted Pull Requests that improve clarity and consistency., • You mentor Designers, engineers, and production team members through hands-on guidance, markups, and feedback that build judgment and strong documentation habits., • When paired as a Mentor, you meet regularly with your mentee, involve them in meaningful project activities, delegate with clear expectations, and contribute performance input to support their development., • You contribute to team and discipline knowledge through design reviews, internal discussions, and sharing lessons learned., • You stay current with industry trends and manufacturer updates and share relevant insights with your teams., • You collaborate effectively with Project Leads, Group Leads, and cross-discipline teammates to resolve coordination issues and support high-quality delivery., • You model TEECOM’s Core Values—Care, Trust, and Value—through communication, documentation, teamwork, and technical execution., • You are recognized by your teams as a reliable contributor whose work elevates design quality and project outcomes., • These responsibilities and expectations represent what is required to successfully perform the essential functions of this role.Annual and Quarterly, • Partner with Project Leads, Group Leads, and Team Leads to strengthen delivery consistency, coordination strategy, and discipline standards across projects., • Maintain visibility into project financial performance, scope alignment, and delivery health—identifying risks early and recommending adjustments that protect profitability and predictable outcomes., • Contribute to annual business planning by identifying client needs, emerging opportunities, and discipline trends that inform TEECOM’s strategy., • Support client relationship development through business reviews, strategic discussions, and participation in pursuits that strengthen long-term partnerships., • Lead or contribute to technical design reviews and QA/QC efforts that reinforce TEECOM standards, documentation clarity, and coordinated delivery., • Strengthen TEECOM’s system through targeted Pull Requests, documentation updates, and captured lessons learned that improve discipline workflows and scalability., • Collaborate on workload forecasting, resource planning, and delivery standards that support cross-team alignment and delivery predictability., • Contribute to discipline knowledge-sharing through training sessions, internal workshops, conferences, or TEECOM University participation., • When serving as a Mentor, provide structured performance input and development guidance that strengthens technical growth and leadership readiness.Monthly and Biweekly, • Lead discipline design, coordination, and documentation efforts—ensuring alignment with TEECOM standards, client expectations, and project objectives., • Maintain visibility into project schedules, staffing assumptions, and scope alignment—adjusting plans as needed to protect quality, profitability, and delivery momentum., • Lead or participate in key client and coordination meetings, documenting critical decisions, risks, and deviations in the Design Decision Log (DDL) and project tools., • Conduct or contribute to design reviews and QA/QC efforts that reinforce coordination integrity and technical excellence., • Advance discipline standards and workflows through targeted Pull Requests and documentation updates that improve clarity and onboarding consistency., • Support pursuits by refining discipline scope assumptions, technical strategies, and fee inputs to align with delivery realities., • Maintain financial accountability by supporting billing clarity, scope validation, AR follow-up, and accurate time and expense reporting., • When serving as a Mentor, delegate meaningful responsibility, provide structured feedback, and reinforce technical judgment and documentation discipline.Weekly and Daily, • Maintain alignment across projects by participating in coordination, client, and internal team meetings—clarifying priorities, surfacing risks early, and supporting forward momentum., • Lead technical guidance through design reviews, markups, and real-time feedback that strengthen coordination, documentation clarity, and delivery quality., • Maintain disciplined documentation across GitHub, Asana, Callback One, and the Design Decision Log (DDL)—ensuring decisions, client nuances, and coordination outcomes remain clear and traceable., • Support pursuits and active project work by refining scope assumptions, design strategies, and technical direction that align with TEECOM standards and client expectations., • Communicate proactively with clients, design partners, and contractors to resolve issues, maintain alignment, and keep projects moving forward., • Monitor project health—including scope alignment, schedules, deliverable quality, and coordination readiness—and recommend adjustments when risks emerge., • Execute discipline design, coordination, and technical decision-making with strong judgment while reinforcing TEECOM workflows and documentation practices., • Maintain accurate time, expense, and project updates that support forecasting, billing, and delivery visibility.As Needed, • Support Additional Service Agreements (ASAs), scope adjustments, and proposal development to maintain alignment between delivery realities and contractual expectations., • Strengthen client relationships by participating in strategic discussions, industry events, and outreach that supports long-term partnerships and future opportunities., • Contribute to recruiting, mentoring, and team development through interviews, coaching, and participation in internal initiatives that strengthen TEECOM’s discipline capability., • Conduct site visits, field verifications, and programming sessions as required, documenting findings clearly to support coordinated delivery., • Contribute to TEECOM’s thought leadership and marketing efforts by sharing technical insights, lessons learned, or project-based content., • Support cross-team delivery during high-demand periods or complex project phases to maintain firmwide alignment and momentum., • Supervisory: When serving as a Mentor, you provide structured coaching and quarterly performance feedback for assigned mentees. You support discipline execution across projects by aligning Designers, engineers, and production team members with priorities, scope, and TEECOM standards, while surfacing dependencies, risks, and resourcing needs to Project Leads, Group Leads, or Team Leads for broader action., • Mentorship: Provide advanced technical guidance and design direction to Designers, engineers, and production team members. When paired as a Mentor, you broaden your mentee’s experience through design reviews, client discussions, and complex coordination challenges, reinforcing strong engineering judgment, documentation habits, and disciplined workflows., • Training: Contribute to discipline training by sharing lessons learned, participating in internal reviews, and supporting the development of training resources that improve technical consistency and delivery quality across teams., • Education: Bachelor’s degree in Engineering (Electrical preferred), Architecture, or a related field; or equivalent technical experience., • Experience: 8+ years of experience in AEC or related professional services with strong discipline-specific capability. (ICT, Security, Physical Security, Electronic Security), • Demonstrated experience delivering coordinated, high-quality designs and making sound decisions within your discipline., • Ability to lead discipline-specific portions of complex, multi-stakeholder projects with minimal oversight., • Strong understanding of project delivery workflows, client expectations, documentation standards, and coordination requirements., • Experience contributing to documentation updates, design standards, and QA/QC workflows through GitHub or similar platforms., • Proficiency in Autodesk (AutoCAD, Revit), Bluebeam Studio, Microsoft 365 Suite, Google Workspace, and GitHub.Industry certifications preferred by discipline:, • PSP and/or CPP (Security) — preferred, • CDT — preferred, • EIT — plus, • PE — plus, • PMP — plus, • These physical demands represent what is required to perform the essential functions of this job. Reasonable accommodations will be provided as needed., • Prolonged desk work using a computer, keyboard, mouse, and telephone., • Regular reading, writing, and communication in virtual and in-person settings., • Occasional travel to client sites for meetings, surveys, or inspections., • Site walks may require standing or walking for extended periods, climbing stairs, and navigating construction or utility areas., • Field activities may involve bending, kneeling, or maneuvering in confined spaces., • May occasionally lift or move equipment weighing up to 25 pounds., • These work environment characteristics represent the conditions encountered while performing essential job functions. Reasonable accommodations will be provided as needed., • Approximately 75% of work is performed in a remote or office environment using standard office equipment., • Approximately 25% occurs at client sites, including construction environments and existing facilities., • Construction sites may include exposure to elevated noise levels, dust, uneven or unfinished walking surfaces, variable lighting conditions, and active construction operations., • Utility rooms and similar spaces may have restricted access or may not fully comply with ADA accessibility standards. When access limitations exist, TEECOM will support coordinating reasonable accommodations with site-controlling contractor or alternative means to perform essential job functions., • All accidents, near misses, and unsafe conditions must be reported immediately to the site superintendent and internally to People Operations.$145,000 - $180,000 a yearThis compensation will vary depending on your role-related skills, experience, knowledge, and subject matter expertise. TEECOM is committed to making sure that we are the right fit for each applicant and that each applicant is the right fit for our team. As we get to know each other throughout the interview process, the compensation may vary within the stated range. TEECOM offers a comprehensive benefits package to support employees and their families, including medical, dental, and vision insurance for employees and their dependents, basic and voluntary life insurance, short-term and long-term disability coverage, a 401(k) plan with profit-sharing contributions, paid parental leave, lifestyle and legal benefits, pet benefits, and performance-based bonuses. Full-time exempt team members also enjoy flexible time off, and all employees receive nine scheduled paid holidays.Your level will be evaluated and determined during the interview process. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. NOTICE TO THIRD PARTY AGENCIES: Please note that TEECOM does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, TEECOM will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, TEECOM explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of TEECOM.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.

As an Inbound Sales Representative at A Place for Mom, you’ll be the trusted first point of contact for families searching for senior care solutions. In this high-impact sales role, you’ll use empathy, insight, and strategic guidance to help caregivers as they explore the best care options for their loved ones. What you will do: Work in a growing, fast-paced industry as an expert resource for families on senior care options, delivering an exceptional experience aligned to our company mission Take inbound, pre-screened leads working remotely from your home office as an inside sales representative, working an assigned shift with strong schedule adherence Conduct in-depth initial consultation calls with families Educate families on customized senior care options, and work to find the senior living communities and home care providers that best match their needs Act as the liaison between families and senior housing communities or care providers once you successfully complete the 4 week new hire training program What will make you successful: Success is measured by reaching daily production benchmarks (inbound calls and outbound return calls), which consists of referring families out to communities and scheduling tours for them to ultimately drive move-ins. As a Welcome Advisor you will be the company’s first interaction with a family with the goal of being empathetic to their situation and delivering a great family experience. Qualifications: Two or more years of experience in inside sales/inbound call center History of exceeding sales targets Ability to multitask; simultaneously talk on the phone and take notes on the computer Strong computer and typing skills necessary, including Word and Excel and ability to learn and navigate internal CRM system Schedule: You will work a 40-hour work schedule on an hourly, non-exempt basis. Schedules are set based on business needs, and may include regularly scheduled evenings and weekends, along with some holiday shifts during the year. Compensation: Base Salary: $45,760 ($22.00 an hour) On Target Earnings: $74,000 ($28,240 variable bonus (Uncapped) Benefits: 401(k) plus match Dental Insurance Health Insurance Vision Insurance Paid Time Off #LI-JR1 About A Place for Mom A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other. We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference. Our employees live the company values every day: Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy. Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow. Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team. Win The Right Way: We see organizational integrity as the foundation for how we operate. Embrace Change: We innovate and constantly evolve. Additional Information: A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview. If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission. All your information will be kept confidential according to EEO guidelines. A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit _.

About Owner Owner is the AI-native system local business owners use to succeed, starting with restaurants. We’re building the system that replaces the many tools owners use to run their business. It powers everything from the restaurant’s website, online ordering, CRM, POS, and more. Product philosophy Most small business software makes owners do the work to get what they want: sales growth and profit growth. Owner does the work for them agentically. Our system drives demand, converts it, and helps operators run their business day to day. As it improves, the business improves with it. Using Owner should feel like having a team of great operators, engineers, and marketers working for you. Our vision We’re starting by helping independent restaurants succeed online. But it’s not just restaurants that need our help. Most local businesses are struggling with these same problems. Huge technology corporations are taking their customers, bleeding their profits, and making it hard for them to survive. Once we nail the solution for restaurants – we’ll scale it into every other local business type. In the future we envision, tens of millions of local business owners will use our technology to succeed in the digital age. _ Our traction Since 2020, we've generated tens of millions in revenue and processed over a billion dollars of online orders. 1 in 5 Americans have used an _ website. More importantly, we’ve helped over 20,000 restaurant owners, and saved them nearly $200 million in fees. Our team Our team is now in the low hundreds. We’ve got top talent from the most successful companies in SMB software, including: Shopify, HubSpot, DoorDash, ServiceTitan, Rappi, Faire and Stripe. We’ll be scaling even faster in 2026 to keep pace with our customer growth. Where we work Owner is a remote-first, global company headquartered in San Francisco, with a sales hub in Toronto. For a few of our roles we prioritize in-person collaboration at one of our office locations. Most of our teammates are distributed throughout the globe. Please review the role description and discuss with your recruiter for more details on location! Why we’re looking for you We’re expanding our People Business Partner team at Owner! As a People Business Partner, you'll be a key strategic partner to our Customer Success and Support leaders, helping scale an organization that delivers world-class customer service to thousands of restaurant owners. Customer Success is critical to our Mission and vision: our service role models are companies like Zappos and Apple, and we hold a very high bar for our teams’ performance. In this role, you'll align People strategy with business priorities, driving organizational effectiveness, performance, engagement, and growth. You'll bring a proactive, systems-oriented approach to solving challenges—building frameworks, processes, and operating rhythms that help leaders scale their teams and improve how the organization operates. As an embedded partner, you'll serve as a trusted advisor and coach to leaders, helping them build high-performing teams, strengthen culture, and navigate change. At Owner, the People Business Partner role goes far beyond the “traditional” scope: you’ll operate much like a Chief of Staff for your business group. If you're energized by solving complex organizational challenges, influencing senior stakeholders, and building high-performing teams in a fast-paced environment, we'd love to meet you. This role is 100% remote and can be based anywhere in the United States or Canada. Strategic Business Partnership: Serve as a trusted advisor to Customer Success & Support leadership, aligning People strategy with business priorities and helping leaders scale high-performing teams through periods of rapid growth and change. Organizational Effectiveness: Partner with leaders on organizational design, workforce planning, team structure, and operating models that improve efficiency, accountability, and business outcomes. Talent & Team Growth: Partner with our Talent team to attract exceptional talent while developing retention and succession strategies that strengthen leadership bench strength and support long-term growth. Leadership Coaching & Performance: Coach managers and leaders through performance management, talent decisions, and employee relations matters, fostering a culture of high standards, continuous feedback, and accountability. Culture and Engagement: Champion initiatives that promote Owner’s values and drive positive workplace culture and employee engagement. Leverage employee feedback and organizational insights to continuously improve how we work. People Analytics & Insights: Use data to identify trends, uncover opportunities, and influence decisions related to performance, retention, engagement, and organizational health. Translate insights into actionable recommendations for business leaders. Compliance & Risk Management: Ensure People practices comply with applicable employment laws and regulations across our global workforce, balancing compliance with a practical, business-first approach. Customer Support and Customer Success Minimum of 5 + years of demonstrated experience in People Operations, with a focus on business partnership ideally within Customer Success & Support, preferably in a start-up environment and supporting a global workforce. Thrives in a dynamic, fast-paced startup environment with the agility and enthusiasm to adapt quickly, tackle diverse challenges, and contribute effectively to a high-energy team. Proven Experience creating and implementing strategies that drive organizational effectiveness. Strong Knowledge and understanding of local legislation as it relates the the U.S. and LATAM (Mexico & Colombia). Spanish speaking a big plus! Expertise in organizational development, including a strong understanding of talent acquisition, employee engagement and performance management. Excellent judgement and problem thinking skills. Proficiency in HR tech stack (preferably Rippling HRIS & Lattice), with the ability to interpret data and drive actionable insights. Excellent communication, interpersonal, and leadership skills with the ability to influence and empower team members at all levels. This role's estimated base salary range is $155k - $175k USD / $155k - $175k CAD, plus a generous pre-IPO equity package. Other benefits include comprehensive health coverage, monthly lifestyle stipend, unlimited/flexible PTO - plus extra fun perks! Notice - Employment Scams Communication from our team regarding job opportunities will only be made by an Owner team member with an @owner.com email address. We do not conduct interviews over email or chat platforms, and we will never ask you to provide personal or financial information such as your mailing address, social security number, credit card numbers or banking information. If you believe you are being contacted by a scammer, please mark the communication as "phishing" or “spam” and do not respond.

Customer Relationship Manager, ERP – Eastern U.S. Permanent Full Time Remote/WFH Location: Open to East U.S. Locations (including Northeast and Southeast geographies) Drive Client Success. Expand Strategic Accounts. Grow Your Earnings. If you’re an experienced ERP account manager who thrives on building long-term client partnerships and growing strategic accounts, Vision33 offers the platform to take your career further. In this Customer Relationship Manager (CRM) role, you will work with an established base of SAP Business One clients across the Eastern U.S., partnering with executive teams to unlock new opportunities for growth, efficiency, and innovation. With strong delivery teams behind you and uncapped earning potential, this is an opportunity to expand both your client impact and your career. At Vision33, we combine best-in-class cloud technology with deep industry expertise to businesses scale, modernize, and operate more efficiently. Our collaborative sales and delivery teams empower Customer Relationship Managers to focus on what they do best—building trusted partnerships and driving meaningful client outcomes. If you’re motivated by owning strategic relationships, driving account growth, and consistently increasing your earnings through performance year over year, you’ll thrive in this role. The Role As a Customer Relationship Manager, you will be responsible for managing and developing relationships with an established portfolio of SAP Business One clients across Eastern U.S. You will inherit and develop an established portfolio of ERP clients, focusing on strengthening relationships, expanding solutions, and identifying new opportunities that support client growth. Acting as a trusted advisor, you will work closely with client executives and operational leaders to understand their evolving business priorities and identify solutions that support their growth. Key Responsibilities include: • Strategic Client Partnership Primary relationship owner and trusted advisor for assigned clients, building trusted partnerships with executive and operational stakeholders. You will regularly engage with CFOs, CIOs, and operational leadership teams, helping them align technology investments with long-term business strategy. • Account Growth & Expansion Identify and develop new opportunities within existing accounts by aligning Vision33 solutions with client business objectives and regional ARR targets. • Account Planning Develop and execute structured account plans that support both client success and regional revenue goals. • Client Retention & Satisfaction Ensure long-term client success by proactively managing relationships, addressing challenges, and aligning internal teams to deliver exceptional outcomes. • Pipeline Development & Forecasting Maintain accurate opportunity tracking, account forecasting, and performance reporting to support regional growth targets. • Cross-Team Collaboration Work closely with consulting, delivery, and leadership teams to ensure clients receive maximum value from Vision33’s solutions and services. What We’re Looking For Experience • 5+ years’ experience in client relationship management, account management, or client success role., • 5+ years’ experience working with ERP, SaaS, or business management software within the SMB or mid-market sector., • Experience with ERP solutions such as SAP Business One, Sage, Microsoft Dynamics, NetSuite, Epicor, or similar platforms is highly desirable., • Proven success managing and growing strategic client accounts. Skills & Attributes • Strong commercial mindset with the ability to identify and develop growth opportunities within client accounts., • Ability to build trusted relationships with C-suite executives and operational leaders., • Strong understanding of business operations and financial drivers (accounting or ERP process knowledge is an asset)., • Excellent communication, negotiation, and stakeholder management skills., • A consultative approach focused on long-term partnership and measurable client value., • Highly organized and comfortable managing multiple accounts and priorities., • Results-oriented, with the ability to manage performance against account growth targets., • Willingness to travel within the Eastern U.S. as required. Vision33 has built long-term partnerships with organizations across North America and globally by combining deep ERP expertise with a client-first consulting approach. Why apply to this Role at Vision33 • Offers a competitive base salary plus uncapped commission tied to account growth and client success., • Opportunity to manage and develop an established ERP client base., • Collaborative team environment backed by experienced consultants and delivery professionals., • Ability to build long-term client partnerships while growing your income year over year., • Work with organizations implementing industry-leading ERP and cloud technologies. Who Thrives in This Role Our most successful CRMs: • Enjoy owning and developing strategic client relationships over the long term., • Are energized by helping clients uncover new opportunities to improve operations and scale their businesses., • Have experience expanding ERP solutions within existing accounts through consultative engagement., • Take pride in delivering measurable business value while growing account revenue., • Are motivated by performance-based earnings and the opportunity to influence client strategy. Who Is Vision33? Global Digital Transformation Partner For nearly 30 years, we have supported more than 1,500 mid-market and lower enterprise organizations across a range of industries. Outcome-Focused Approach We harness the power of cloud-based technologies to improve operational performance, enhance efficiency, and support long-term financial success. A Team of 400+ Specialists Our people are experienced, collaborative problem-solvers who take pride in delivering measurable results for our clients. People-Centred Culture We are committed to supporting both our clients and our colleagues. Strong employee and client satisfaction scores reflect this commitment. If you are motivated by improving client business through business software solutions, enjoy building long-term trusted client partnerships, and desire to grow your income through performance, we would welcome your application. Apply today and help shape the future of our client partnerships across the Eastern U.S. For more information on our company, our culture, our benefits, and more, please visit our web site at _ .

Benefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Kosnick District of Northwestern Mutual is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our Network Office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: _ Become a part of one of our 3 growing offices located:Greater Rockford, IL: 1252 Bell Valley Rd, Rockford, IL 61108Greater Janesville, WI: 400 Midland Ct Ste 104, Janesville, WI 53546Greater Kenosha, WI: 7137 236th Ave, Salem, WI 53168 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet the Backbone of Our Success, Our Leaders:Michael Ciske, Financial Representative • How long with NM? Started September, 2023., • Previous experience? Army medic for 16+ years and office manager at a dental office., • Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Jordan Kosnick, Managing Director: • Time with NM: 15 years, • Background: Former resort valet/bellman, transitioned to NM as an advisor., • Outside Interests: Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors. Muskan Musabji, Financial Advisor: • Time with NM: Since January 2025, • Background: Former Project Manager for Walmart’s Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges., • Outside Interests: Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community. Ryan Walton, Financial Advisor/Growth and Development Director: • Time with NM: Since October 2021, • Background: Former call center and law firm roles; chose NM for greater impact., • Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work. Samuel Behm, Financial Advisor / College Unit Director • Time with NM: With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023., • Background: Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing., • Outside Interests: Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs. Sandra Yang, Director of Recruiting & Selection: • Time with NM: 1 year, • Background: Talent management experience from Robert Half, plus roles in banking and compliance., • Outside Interests: Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids. Position Overview:You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Vision insurance., • Retirement plan. Education: • Associate Degree or Higher (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Kosnick is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. Compensation: $71,000.00 - $115,000.00 per year

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!

Benefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Teaching Skills into Financial Services: Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures. Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life. See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients’ lives, both now and in the future. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Jordan Kosnick, Managing Director: • Time with NM: 15 years, • Background: Former resort valet/bellman, transitioned to NM as an advisor., • Outside Interests: Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors. Muskan Musabji, Financial Advisor: • Time with NM: Since January 2025, • Background: Former Project Manager for Walmart’s Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges., • Outside Interests: Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community. Ryan Walton, Financial Advisor/Growth and Development Director: • Time with NM: Since October 2021, • Background: Former call center and law firm roles; chose NM for greater impact., • Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work. Samuel Behm, Financial Advisor / College Unit Director • Time with NM: With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023., • Background: Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing., • Outside Interests: Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs. Sandra Yang, Director of Recruiting & Selection: • Time with NM: 1 year, • Background: Talent management experience from Robert Half, plus roles in banking and compliance., • Outside Interests: Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids. About Us: At the Kosnick District of NM, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you! Position Responsibilities for a Financial Representative: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team. Position Requirements: • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain). Kosnick District Mission/Vision/Values: • Mission: Financially empower communities to change the world., • Vision: Redefine financial planning as a sanctuary for diverse communities., • Core Values: Inclusivity, empowerment, safety, impact, and authenticity. Our Unique Angle: Meticulous Training and SupportWe distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Kosnick is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $71,500.00 - $114,400.00 per year

Akoya is seeking a seasoned, hands-on Head of Risk & Security to lead and mature our cybersecurity, risk management, and IT governance functions as we scale our secure, API-driven open finance network. This leader will serve as the operational backbone of Akoya’s security and risk programs — translating strategy into execution. You will lead and develop a team across security engineering, cyber operations, risk, compliance, and IT, while partnering closely with Engineering, Product, Legal, Customer Success, and Business Development. This role is ideal for a builder — someone who has scaled capabilities in security and risk functions in startup or fintech environments and understands the unique demands of serving both: • Financial Institutions (Data Providers) with rigorous regulatory and third-party risk requirements, • Fintechs and Data Recipients operating in agile, API-first ecosystems You will play a critical role in protecting Akoya’s Data Access Network and Open Finance Solution while strengthening trust across our ecosystem of financial institutions and fintech partners. Risk Management • Mature and execute Akoya’s enterprise risk management (ERM) framework., • Develop and track key risk indicators (KRIs) aligned with business OKRs., • Lead third-party risk management across fintech partners, vendors, and service providers., • Conduct product risk assessments across new open finance capabilities., • Support regulatory readiness related to CFPB Section 1033 and evolving open banking requirements., • Lead day-to-day execution of Akoya’s cybersecurity program across product, infrastructure, and corporate environments., • Operationalize secure-by-design principles across SDLC in partnership with Engineering., • Oversee vulnerability management, penetration testing, red teaming, and incident response., • Drive continuous improvement of zero-trust cloud architectures (AWS-centric)., • Enhance monitoring, automation, and threat intelligence capabilities. Compliance & Regulatory Alignment • Own operational execution of SOC 2 Type II and other certifications., • Ensure alignment with NIST, ISO 27001/27002, GLBA, SOX, PCI (as applicable)., • Partner closely with Legal and Product on regulatory interpretation and implementation., • Respond to due diligence inquiries from financial institutions, fintechs, investors, and regulators. IT Governance & Internal Controls • Oversee corporate IT governance in partnership with the IT Systems Administrator (end-user security, device management, identity, remote access)., • Ensure strong IAM, endpoint protection, DLP, encryption, and secure collaboration tooling., • Align IT and Security controls with remote-first operating model. Team Leadership & Organizational Development • Lead and mentor security engineers, risk analysts, and IT personnel., • Build scalable team structure aligned with growth in API volume and institutional adoption., • Foster a strong security culture where accountability and transparency are embedded across functions., • Act as a senior advisor to ELT. Ecosystem Trust & External Engagement • Interface directly with security and risk leaders at major financial institutions and fintech clients., • Support sales and customer conversations requiring deep technical credibility., • Represent Akoya in industry forums and working groups (e.g., FDX-aligned initiatives). Not all applicants will have skills that match a job description exactly. Akoya values diverse experiences in other industries, and we encourage everyone who meets the required qualifications to apply. While having “desired” qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. If your career is just starting or has not followed a traditional path, do not let that stop you from considering Akoya. We are always looking for people who will bring something new to the table! • 12+ years in enterprise risk, cybersecurity, or information security., • 5+ years leading risk/security teams in fintech, SaaS, or regulated environments., • Experience building or scaling security programs in startup or high-growth organizations., • Deep cloud security expertise (AWS required; multi-cloud a plus)., • Strong hands-on knowledge of:, • Zero-trust architecture, • Secure SDLC, • Threat modeling, • Vulnerability management, • Incident response, • Demonstrated ownership of SOC 2 and regulatory audits., • Experience working with both:, • Regulated financial institutions (bank-side risk expectations), • Fintechs or API-based SaaS platforms (data recipient expectations), • Experience in open banking / open finance ecosystems., • Familiarity with FDX standards and OAuth/OIDC-based authentication models., • Certifications such as CISSP, CISM, CRISC, or equivalent., • Experience briefing executives or board-level stakeholders. Akoya is an equal-opportunity employer. This remote position is only available to individuals living in the greater Boston, MA, New York City, NY and Raleigh, NC areas. Candidates who do not live within these areas will not be considered for this role. The actual base pay offered may take into account the candidate's work location, relevant education, job-related knowledge, skills, and experience, among other factors. Hiring Range: $160,000 - $200,000 USD

Full-time Description The Senior Accountant / Senior Bookkeeper (Senior Business Advisor) is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries., • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries., • Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records., • Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP, • Propose and setup accounting systems and services for new clients, • Prepare payroll and payroll tax returns; prepare and file sales tax returns, record and report fixed assets and personal property., • Utilize strong industry knowledge and research abilities to provide high level service on complex projects., • Proactive risk and compliance assessments, and best practice recommendations to clients., • Oversee and review work from entry level staff., • Train and oversee staff accountants, • Manage personal and team projects, manage competing priorities and ensure timely completion of projects and adherence to deadlines., • Develop relationships with clients and gain understanding of their finances and businesses., • Interpret financial reports provided by clients, and within accounting software., • Propose and record journal entries for business clients., • Build knowledge of tax laws and accounting practices to better serve our client’s needs. What we look for: • 3 - 5 years professional accounting experience, preferably in for or across multiple clients and industries., • Superior accuracy and technical expertise, knowledge of client industries., • Excellent communication, attention to detail, strong analytical skills, • Expert use of with accounting software & systems, and ability to learn new systems quickly, • Excellent customer service and interpersonal skills, • Proactive problem solving and project management, • Bachelor’s degree preferred., • Experience with QuickBooks Accounting Software What we offer: • Tremendous opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Very competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing education The expected salary range for this role is $70,000 - $120,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. Applications will be accepted until the position is filled.

Havenpark Communities was founded on the mission of creating caring communities for both our residents and employees. Havenpark has a portfolio of 80+ communities and more than 25,000 homesites across the U.S. We are experiencing intentional, rapid growth by continuously acquiring communities. At Havenpark Communities, our mission is to make caring communities attainable for responsible residents across America. We acquire, improve, and operate manufactured home communities. You may be asking yourself - what makes us different? It is our culture. Our unique culture is fun, rewarding, and inclusive of all. Our five core values guide our everyday behavior: Respect, Grit, Collaboration, Stewardship, and Boldness. Are you a master of financial storytelling who thrives on turning raw data into strategic advantage? We’re looking for a seasoned Financial Analyst to join our executive team’s inner circle, where your insights will directly shape investment decisions and drive portfolio performance. The Opportunity: This isn’t your typical number-crunching role. As our Analyst/Senior Analyst Asset Management, you’ll be the financial pulse of our real estate operations, translating complex data into actionable intelligence that guides our C-suite and equity partners. You’ll own the analytical narrative behind our fund and community performance, becoming the go-to expert who bridges operational realities with financial strategy. What You'll Do: • Lead high-impact P&L discussions with field teams, extracting critical “boots on the ground” insights that numbers alone can’t reveal, • Dissect budget vs. actual variances and operational trends, transforming data into compelling performance narratives for individual communities, • Become the trusted advisor who connects the dots between field operations, accounting data, and executive decision-making, • Architect and elevate reporting deliverables for our executive team and equity partners, ensuring your insights drive strategic conversations, • Own the end-to-end creation of mission-critical asset reports, where your analytical precision meets executive communication, • Synthesize data across departments to deliver that 360° performance view that separates good companies from great ones, • Mastermind our annual operational budgeting process and forecast updates, building models that become the foundation of our financial planning, • Collaborate with cross-functional leaders to construct and validate budget components, ensuring every assumption stands up to scrutiny, • Maintain the integrity of our financial models through rigorous documentation and assumption management, • Forge high-trust relationships across the organization, from field staff to senior leadership, • Champion operational excellence through flawless execution of our financial governance framework, • Serve as a cultural ambassador who embodies our core values in every stakeholder interaction, • Tackle high-stakes ad-hoc analyses that influence critical business decisions and investment strategies, • Education: Bachelor’s degree in Finance, Economics, or related quantitative field, • Experience: 4+ years of progressive financial analysis experience, ideally within real estate or investment management, • Technical Mastery: Excel wizard with advanced modeling capabilities; PowerBI or similar BI tools experience will set you apart, • Analytical Prowess: Proven ability to mine large datasets for actionable insights and translate complex analysis into clear recommendations, • Real Estate Acumen: Understanding of real estate finance fundamentals preferred – we value your industry-specific knowledge, • Communication Excellence: Exceptional ability to distill sophisticated financial concepts for diverse audiences, from field operators to executive leadershipWhy This Role is Different: Direct Executive Impact: Your analysis directly informs C-suite strategy and equity partner communicationsCross-Functional Leadership: Work at the intersection of operations, accounting, and executive decision-makingPortfolio Responsibility: Gain comprehensive exposure to our entire real estate portfolio and fund structuresGrowth Trajectory: This role serves as a launchpad for advancement within our financial leadership track Ready to elevate your financial analysis career from reporting numbers to driving strategy? Join us where your analytical expertise becomes our competitive advantage. We offer our employees a golden work experience, including a competitive salary, comprehensive health benefits, generous PTO, paid holidays, a 401(k) with a 6% company match, and above all, infinite opportunities to learn, develop, and sharpen their skills. Come be a part of a company that knows what it means to succeed as a team. It is our policy to recruit, hire, and promote qualified personnel in all job classifications without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability, or veteran status. Havenpark Communities is aware of fraudulent recruiting communications impersonating our company. Havenpark does not make hiring decisions through informal or text-only communication. Havenpark will never ask candidates to provide payment, purchase items, deposit checks, or share sensitive financial information as part of the hiring process. If you believe you have been contacted fraudulently, please report it to _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.

Hungry, Humble, Honest, with Heart. The Opportunity Are you an experienced professional with a strong technical background in enterprise architecture and a deep-seated passion for driving technical strategy with senior-level stakeholders? If so, you will thrive on our team. We value architectural credibility and the opportunity to lead customer success through high-level solution design using Nutanix technology. This is a role for those who operate at an Architectural Tier, providing the potential for career advancement in a supportive and empowering environment. About the Team This is a technical role that requires the ability to operate as a peer to customer Chief Architects. You'll collaborate with customer IT operations and architecture teams, as well as with business and IT leadership. This position performs at the Architectural level; as such, you will be expected to achieve the Nutanix Certified Expert (NCX) certification (training will be provided) within your first 6-12 months. NCX is a prestigious, elite-level architectural certification earned by developing and defending a full-stack Nutanix design in front of a panel of industry experts-a process reserved for the top tier of technical professionals in the industry. Your Role • Serve as the lead technical authority and post-sales trusted advisor for 8-12 strategic accounts, overseeing the architectural integrity of the environment from deployment to long-term operation, focused primarily on ensuring value realization for Nutanix customers., • Bridge the gap between business goals and technical execution by partnering directly with customer architecture teams to align Nutanix solutions with enterprise-wide business needs., • Build and maintain strong relationships with assigned customer accounts to ensure their success with Nutanix technology., • Collaborate with internal teams to optimize resource utilization and serve customer requirements effectively., • Lead the design and documentation of tailored Customer Success Plans that function as technical roadmaps for long-term value realization., • Create and document tailored Customer Success Plans that align with customers' business and technology goals, conduct reviews, and track progress., • Provide actionable, architect-level insights on technology usage, maturity, and best practices to optimize large-scale data center operations., • Act as a technical consultant during the onboarding process, ensuring that the initial deployment adheres to architectural best practices and desired business outcomes. What You Will Bring • 8-12 years of experience in high-level technical customer facing advisory or architectural roles, demonstrating undisputed credibility with mid-to-senior level technical leadership (CTOs, VPs of Infrastructure)., • Advanced mastery of architectural frameworks such as ITIL, TOGAF, etc., with the ability to apply these to complex, hybrid multicloud environments., • Deep technical knowledge in data center technology, specifically in designing resilient, scalable virtualization and storage platforms, ideally with a focus on hybrid multicloud solutions., • The technical credibility supported by elite certifications (e.g., VCDX, NPX, NCX, VCAP, or TOGAF). Candidates currently operating as Pre-sales Senior Architect or Principal Engineer are highly encouraged to apply. Work Arrangement Remote: This position is primarily remote. There is no specific in-office requirement, however, there may be circumstances where you may be required to come into a local office for a specific purpose, and/or to travel to other locations based on business needs. The pay range for this position at commencement of employment is expected to be between USD $ 160,000 and USD $ 320,400 per year. However, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Our application deadline is 40 days from the date of posting. In good faith, the posting may be removed prior to this date if the position is filled or extended in good faith. --

Benefits: • Retirement, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievements—it’s about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:_ 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Matt Schulte - Managing Director: • How long with NM? Over 25 years, including 13 as Managing Director., • Prior Experience? Has worked with NM for most of his adult life, beyond college., • Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: • How long with NM? Over 6 years., • Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyer’s Clothing Consignment., • Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: • How long with NM? Since April 2021., • Prior Experience? Worked in agriculture, helping dairy farmers with herd record management., • Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: • How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque)., • Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance., • Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: • How long with NM? Interned in August 2016 and became full-time in January 2018., • Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation., • Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. 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 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. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $61,000.00 - $78,000.00 per year

Tax Accountant Athletes and entertainers generate a lifetime of earnings over a short period of time. Managing those earnings is critical for their financial security now and in the future. For more than 30 years, OFS has helped athletes and celebrities manage their wealth—from the signing of their first contract through retirement and beyond. As an independent wealth management office, we pride ourselves on helping clients understand their finances, so they can enjoy the lifestyle they have worked so hard to earn. We are looking for a meticulous self-starter to join OFS as a Senior Tax Advisor in McLean, VA. In this role, you will prepare returns for some of the world's best athletes. A hybrid work schedule is available for this position outside of tax season. If you are comfortable with routine and value stability in your role, we want to hear from you. Roles & Responsibilities: • Research, plan and prepare US individual and business income tax returns, • Collect and organize clients' tax documents, • Complete initial input and review of tax information in tax software, • Advise clients on how to minimize tax liability and notify them of any tax changes, • Support compliance with taxing agency requirements, • Respond to federal and state notices and assist in government audits, • Participate in tax analysis and research projects and administrative tasks, as assigned Skills and Qualifications: • Bachelor’s degree required, preferably in finance or accounting, • Financial certification (CPA/EA) strongly preferred, • Broad knowledge and understanding in individual tax preparation, preferably with multi-state experience, • Must be methodical, thorough and organized, • Excellent written and oral communication skills, • Strong customer service skills, • Advanced Microsoft Excel and Word skills, • Experience with CCH Axcess or any other tax software a plus, • Excellent interpersonal skills to work cooperatively with colleagues at all levels inside and outside the organization, • Ability to exercise good judgment and discretion, especially regarding sensitive or confidential client and organizational matters. For consideration please submit your résumé and cover letter on-line at www.octagon.com in the “Careers” section. 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. OFS is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status. We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at JobAppAccommodation@ipgdxtra.com. This email address is not for general employment inquiries or vendors; rather it is for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered. We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at _. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.

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

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.

Benefits: • Stipend, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the winning team at the Deramus District of Northwestern Mutual (NM)! Our Network, recognized as a top workplace across much of the state of Louisiana and beyond, has been honored with several prestigious awards, including Reader Rankings’ Best Insurance Company 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving office is located: 330 Marshall St Ste 111 Shreveport, LA 71101 About the Role: At the Deramus District of 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 in finance, business, or a related field 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., • Obtain necessary state licenses. 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. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the position’s requirements., • 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. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: • The Hub Urban Ministry: Empowering and assisting individuals experiencing homelessness and poverty., • The Arc – Caddo Bossier: Supporting the special needs community in the Caddo-Bossier area., • Men, Women, Students, and Family of Courage: Providing resources and support to those facing challenges with courage and resilience., • ChristFit Gym: Promoting physical and spiritual well-being through faith-based fitness programs., • St. Jude Minden: Supporting St. Jude Children's Research Hospital's mission to advance cures and means of prevention for pediatric catastrophic diseases., • Alex’s Lemonade Stand: Supporting childhood cancer research and families affected by it., • Providence House: Helping homeless families achieve independence through shelter, support, and education., • Shreveport/Bossier Rescue Mission: Providing shelter, food, and rehabilitation services to those in need in the Shreveport/Bossier area. In addition to local recognition, our Network of offices has earned national accolades, including: • Top 100 Internship by WayUp, • Glassdoor’s Best-Led Companies, • Best Overall Life Insurance Company by Time Stamped, • World’s Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:_ Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jeremy Deramus - Growth & Development Director: • How long with NM? 12 years full-time, 1 year as an intern., • Previous experience? College student who transitioned to full-time from an internship., • Passionate about? Jeremy enjoys spending time with his wife and son, restoring classic cars (particularly older Chevys), and traveling to Sandestin/30A, Florida. He’s also passionate about personal growth, faith, and all things Disney. Morgan Hope - Talent Acquisition Specialist: • How long with NM? 9 months., • Previous experience? Intake coordinator at a children’s clinic., • Passionate about? Morgan loves staying busy with community involvement, fundraising through Kendra Scott events, and spending quality time road-tripping with her husband and pups. Brian Hope - Financial Advisor/Advanced Mentor: • How long with NM? 12 years., • Previous experience? Registered Nurse working in the ICU., • Passionate about? Brian is passionate about spending time with his wife and three children, enjoying outdoor activities like hunting and fishing on their farm in Kansas, and being involved in his church community. Logan Rhoads - Financial Advisor: • How long with NM? 11 months., • Previous experience? Professional photographer and former NM intern., • Passionate about? Logan enjoys creating memorable experiences with his wife, especially on cruises, spending time with friends over dinner parties, and being actively involved in his church's production team. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jeremy Deramus is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. Compensation: $65,000.00 - $110,000.00 per year

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 _.

Harness is the AI Software Delivery Platform company, led by technologist and entrepreneur Jyoti Bansal (founder of AppDynamics, acquired by Cisco for $3.7B). Harness has raised approximately $570M in funding and is valued at $5.5B, backed by leading investors including Goldman Sachs, Menlo Ventures, IVP, Unusual Ventures, Citi Ventures, and more. As AI accelerates code creation, the real bottleneck has shifted to everything after the code – testing, deployments, application security, reliability, compliance, and cost optimization. Harness brings AI and automation to this “outer loop,” helping teams ship software faster while maintaining security and governance throughout the entire software delivery lifecycle. Powered by Harness AI and the Software Delivery Knowledge Graph, the Harness Platform applies deep context and intelligent automation across the software delivery lifecycle with governance and policy-driven controls embedded throughout the platform. Over the past year, Harness powered over 185M deployments, 82M builds, 18T flag evaluations, 8M security scans, 9.1B optimized tests, 3T protected API calls, and helped manage $2.8B in cloud spend — enabling customers like United Airlines, Morningstar, and Choice Hotels to accelerate releases by up to 75%, reduce cloud costs by up to 60%, and achieve 10x DevOps efficiency. With a global team across 14 offices and 25 countries, Harness is shaping the future of AI software delivery — and we’re looking for exceptional talent to help us move even faster. We are seeking an experienced, highly technical and customer-centric Customer Architect - AppSec (Forward Deployed Engineer) to join our Customer Success team. In this role, you will play a crucial role as a technical solution expert and advisor working closely with some of the largest Harness AppSec customers to design, implement and optimize Harness platform and adoption strategies to ensure they realize maximum value and outcomes. Our team is small, collaborative, and deeply motivated — we work at the intersection of technology, security, and business, and we bring curiosity and rigor to a wide range of challenges. You will have the opportunity to contribute meaningfully to a rapidly growing company while helping customers harness the power of our AI-enabled DevSecOps platform to build and deliver software securely and efficiently — including protecting AI applications from emerging threats. We prioritize psychological safety, mentorship, and continuous learning. Whether you're coming from engineering, architecture, consulting, or security — we want to hear from you. • Serve as the primary technical owner of customer implementations and adoption programs across the Harness AppSec portfolio, developing deep familiarity with each customer's environment, goals, and success criteria, • Provide hands-on technical guidance and consulting to customers throughout the customer lifecycle, from onboarding and implementation to adoption and value realization., • Develop strategic account success plans to ensure successful operationalization and value realization and drive alignment with all levels of customer leadership., • Develop and maintain a deep understanding of Harness platform and AppSec modules as well as general skillset across AI applications and security, DevOps, SecOps, application security, cloud architectures, networks and infrastructure disciplines and industry trends to effectively support, educate and advise customers., • Proactively analyze customer usage data to surface trends, adoption gaps, and optimization opportunities — delivering actionable recommendations across technology, process, and people dimensions., • Bring constructive feedback from customers to product management to improve the solution, and collaborate with cross-functional teams, including sales, product, and engineering, to drive the successful adoption, integration, and ongoing optimization of our solution., • Conduct regular business reviews and check-ins with customers to ensure their ongoing success and satisfaction, addressing any concerns or issues in a timely and effective manner., • Proactively identify at-risk accounts by performing churn and adoption analysis to ensure target product adoption and business (AGRR) goals are met., • Contribute to the development and refinement of customer success processes, tools, and resources to continuously improve the efficiency and effectiveness of our customer success delivery methodologies and collateral., • Participate in Harness Community forums and help build reference architectures, best-practice guides, and enablement content, • 7+ years of experience in software engineering, solutions architecture, technical consulting, security engineering, or technical account management within the software or technology industry., • 5+ years of experience with some multiple of the following solutions preferred:, • Cloud & Infrastructure: AWS, GCP, Azure, Terraform, CloudFormation, Linux, • Containers & Orchestration: Kubernetes, Helm, Kustomize, OpenShift, PCF, • CI/CD & DevOps: Jenkins, GitHub Actions, GitLab CI, Harness Pipelines, Jira, ServiceNow., • Languages & Scripting: Python, Bash, YAML, Go (a plus)., • Application Security: SAST, DAST, SCA, IAST, SBOM generation, API security testing, pen testing fundamentals, SIEM (Splunk, Datadog), SOAR platforms., • Prior experience in security engineering and architecture, application security, API and AI security, development, DevOps, SecOps, or web security is preferred., • Ability to quickly learn, understand, and work with new emerging technologies and solutions in the AI, DevOps, Cloud and Security space., • Exceptional interpersonal, communication, and relationship-building skills, with a proven ability to manage complex customer relationships and communicate business and technical value to all levels of management., • Excellent problem-solving and analytical skills, with the ability to quickly diagnose and resolve technical issues., • Detail-oriented and highly organized, with the ability to manage multiple priorities and deadlines simultaneously., • Comfortable working in a fast-paced, dynamic environment, with a strong commitment to continuous learning and growth., • Bachelor's degree in a related field, such as Computer Science, Information Technology, or Engineering is preferred, • Remote - U.S., Eastern Time Zone. Some travel may be required., • Competitive salary, • Comprehensive healthcare benefits, • Flexible Spending Account (FSA), • Flexible work schedule, • Employee Assistance Program (EAP), • Flexible Time Off and Parental Leave, • Monthly, quarterly, and annual social and team building events, • Monthly internet reimbursement The anticipated base salary range for this position is $160,000 and $170,000 annually. Salary is determined by a combination of factors including location, level, relevant experience, and skills. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. The compensation package for this position also includes a commission/variable component, which is based on performance, plus equity, and benefits. More details about our company benefits can be found at the following link: _. Pay transparency$160,000—$170,000 USD • _, • _, • _, • _, • _ All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin. Note on Fraudulent Recruiting/Offers We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of Harness. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive or financial information via chat, text, or social media, and any email communications will come from the domain @harness.io. Additionally, Harness will never ask for any payment, fee to be paid, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Harness, please do not provide any personal or financial information and contact us immediately at . You can also find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission’s website (, or you can contact your local law enforcement agency.

Belltower is empowering world-changing fund investments. Belltower was formed in 2019 as AngelList’s native fund administrator and completed its journey to become an independent company at the end of 2023. Belltower provides fund administration services to the venture space. Our coverage spans syndicates, venture funds, and first-of-their-kind rolling funds. Our full-service fund management offering streamlines the complexity of running a fund by integrating financial reporting, tax, compliance, portfolio management, and other services that managers typically have to cobble together from multiple vendors. Our services, combined with AngelList’s software, enable us to launch and scale a fund efficiently, allowing fund managers to focus on what they do best: investing. Since 2019, Belltower has supported 29k+ funds representing over $23B in assets under administration, leveraging AngelList’s fund admin software to power the service layer for funds launched on the AngelList platform. The Fund Accounting Manager is a critical member of the team responsible for overseeing the accounting, valuation, and reporting functions for 29,000+ funds run from the AngelList platform. This role will be a key member on a team that manages fund accounting work that is not yet automated, resolves exceptions, addresses investor inquiries and researches new technical issues. The Fund Accounting Manager will report to the Fund Accounting Senior Manager or the Fund Accounting Director and collaborate with other fund accounting team members and cross-functional operations teams. You will focus on managing the production of financial reporting deliverables for funds while also ensuring accurate accounting updates, including valuation of investments. The role will involve interfacing directly with fund leads, fund investors, external auditors and other parties. • Lead the preparation of audited and unaudited financial statements, including footnotes, • Manage Belltower’s financial reporting database and ensure timely preparation, review and delivery of financial reporting deliverables, • Interact with external auditors and ensure timely completion of fund audits, • Continuously improve the financial reporting control environment, • Oversee portfolio company events and data evaluation, determining appropriate valuation actions for each investment, • Ensure that accounting treatment for funds is in accordance with US GAAP, particularly ASC 946, ASC 820, and evaluate special situations, • Collaborate with engineering teams to drive increased automation, • Manage and mentor a team of staff and senior accountants, including offshore team members, • 5+ years of experience in investment company accounting, with a strong academic track record and CPA license (strongly preferred), • Have experience working at a public accounting firm and/or experience at a fund administrator or investment advisor in a financial reporting focussed role., • Proficiency in US GAAP, particularly ASC 946 and ASC 820, • Experience with crypto/digital asset accounting is a plus, but not required, • Extensive experience in financial statement creation for investment companies/funds, including writing footnotes, • A track record of improving financial reporting control environments, • Experience in preparing materials for and coordinating with external auditors, • A commitment to success, self-motivation, and proactivity, • Excellent interpersonal and communication skills, with the ability to communicate effectively with portfolio companies and lead investors professionally If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another. Belltower Funds is a remote-first company. This position is fully remote for anyone in the United States or Canada. Benefits: We support our employees in their lives both inside and outside of work. • See additional details on our benefits _ Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions. The Senior Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our enterprise customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions. This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office. What You’ll Be Doing: · Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results. · Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert. · Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals. · Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts. · Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk. · Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time. · Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators. · Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps. · Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity. · Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality. · Advocate for the Customer: Serve as the customer’s voice within Total Expert, collaborating cross-functionally to address needs and influence product enhancements. · Document and Report: Maintain accurate and up-to-date records of customer interactions, success plans, and engagement history within our customer success platform. · Contribute to a Growth Culture: Continuously looking for ways to enhance customer experiences and internal processes. What We Are Looking For: · Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow. · Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment. · Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company. · Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts. · Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers. · Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals. · Cross-Functional Collaborator: Experience partnering effectively with Sales, Product, Professional Services, and Support teams to drive success. · Executive Credibility: Ability to communicate and establish trust with stakeholders at all organizational levels, including C-suite executives. · Strong Multitasker: Capable of managing multiple priorities and meeting deadlines under pressure. · Positive and Energetic: High energy, flexibility, and a proactive “can-do” attitude in the face of challenges. · Excellent Communicator: Outstanding written, verbal, and presentation skills; comfortable translating technical details into business value. · Organized and Analytical: Exceptional time management, problem-solving, and analytical abilities. · Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools. · Traveling (15-25%) to customer onsite as well as industry events. Skills and Experience that Will Help You Succeed · Experience in the mortgage industry preferred · Experience with the Total Expert platform a plus · 5+ years of experience in Customer Success, Account Management, or Management Consulting (or a similar client-facing role) · 3+ years of experience in a SaaS or technology organization · Experience in financial services, marketing automation, or CRM platforms a plus Compensation/Benefits: The anticipated base salary range for this role is $95,000 - $105,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. 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.

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

Overview We invite you to bring your experience and passion for local government coupled with an understanding of applying geospatial technology to become an integral part of Esri’s state and local government account team. We’re looking for an individual who is customer oriented and a collaborative team player who enjoys identifying and implementing strategies that will radically improve the challenges organizations face. You’ll work closely with a team that helps our new and existing local government customers optimize and expand adoption of Esri technology, identify new areas of growth, and deliver expertise that helps deliver on their mission. At Esri, we are committed to our customers and their success. It is a place for you to do your best work and partner with our customers amid a supportive culture that encourages creativity, collaboration, and passion. This role is remote eligible out of the Greater Boston, MA area. Responsibilities • Build relationships. Prospect, develop, and implement location strategies for large, complex organizations. Create new opportunities within high-level accounts and deepen relationships. Participate in and present at trade shows, workshops, and seminars., • Understand our customers. Demonstrate advanced industry knowledge and its relevance to the application of GIS. Identify key stakeholders and business drivers within organizations and gain access to executive, enterprise-level decision makers. Understand complex customer budgeting and acquisition processes., • Learn and grow. Clearly articulate the strength and value of Esri technology as it relates to the local government industry. Consistently conduct research and pursue professional development to ensure competitive knowledge. Use your innovative whiteboarding and presentation skills to support visual storytelling., • Deliver results. Proactively execute the account management and sales processes for all opportunities in order to meet revenue goals. Continually evaluate work in terms of its contribution to meeting customer needs., • Collaborate with others. Lead account strategies by consistently collaborating with teams across Esri and Esri business partners. Actively share knowledge and support/mentor team members. Be motivated and resourceful and take initiative to resolve issues. Requirements • Experience managing the sales cycle, creating partnerships, and establishing yourself as a trusted advisor with large customers, • Possess financial and business acumen to build compelling account growth strategies, • Advanced knowledge of local government and new technology trends and the ability to translate this into complex solutions for customers, • Understanding of GIS, Esri technology, and local government as they relate to one another, • Expert visual storyteller and negotiator across all levels of an organization, • Knowledge of industry fiscal year, budgeting, and procurement cycles, • Ability to travel domestically or internationally 25-50%, • Bachelor’s degree in GIS, business administration, or a related field, • Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the U.S. Recommended Qualifications • General knowledge of data science or spatial analysis and how it is used for problem solving and uncovering patterns and trends within organizations, • Master’s degree in GIS, business administration, or a related field Questions about our interview process? _. #LI-KR2

Allego is a rapidly growing SaaS technology company headquartered in the metro Boston area, delivering a modern, AI-powered revenue enablement platform for today’s distributed sales teams. Our platform combines intelligent automation, data-driven insights, and in-the-flow learning to ensure sellers have the skills, content, and coaching they need to win in every selling situation. With nearly 500,000 users on the platform and consistent triple-digit growth, Allego has been recognized as a Top Place to Work in 2025 by The Boston Globe and Inc. Magazine, and named one of Selling Power’s 50 Best Companies to Sell For. We are building something special, and we’re looking for experienced SDRs who want to play a meaningful role in that growth. The Role Allego is seeking an experienced Account Manager, Mid-Market who will support and grow key customer relationships across a range of industries and sizes. As an Account Manager at Allego, you’ll define, develop and implement customer strategies and management plans that expand the customer’s usage of the Allego platform and create customer evangelists of Allego among their Sales, Marketing, Enablement and Operational leadership. Through your partnership with our customers, you’ll help transform the way ideas are shared, learning happens, and sales are brokered. By acting as a trusted advisor, you will provide consultation, expertise, thought leadership, and responsiveness that creates a differentiated buying experience for Allego prospects and customers. Your contributions will help drive business and revenue growth and accelerate customer expansion. The compensation package includes an uncapped commission structure. • Driving weekly activity of sales calls to major accounts at all levels of the customer organization, • Ensuring predictable renewal of existing contracts and expand existing license and product footprint, • Increasing customer usage and dependency by extending our platform to new business areas, • Driving organic expansion through up-selling/cross-selling existing customers, • Working with management and Account Management team members on territory planning and execution plans, • Accurately managing an ongoing sales pipeline and forecasting process, • Working with Marketing to cultivate, nurture, and drive new business growth in your accounts, • Working closely with the Customer Success Adoption team to develop overall customer success, renewal, and expansion strategies, • 2+ years account management experience for a SaaS technology company, • Experience working with and expanding large Fortune 500 enterprise customers, • Can exhibit a proven track record, • Experience delivering a consultative approach to solution selling, • Proven track record of selling multiple product suite, • Articulation of clear tactical plans for driving performance against strategy, • Emotional intelligence and a natural curiosity to solve problems, • Self-motivated nature, driven, and ambitious; goal oriented, methodical and tenacious; ability to work independently in an entrepreneurial, start-up environment and collaborate intuitively with colleagues, • Proven experience driving territory growth through up-selling existing customers, • Proven experience navigating large enterprise organizations through whitespace and customer networking exercises, • Excellent communication skills in writing, speaking, and listening, • Ability to meet deadlines and simultaneously manage multiple priorities, • Experience with Salesforce.com and related tools, • Solid understanding of social media tools and sales aids like LinkedIn Navigator and ZoomInfo, • Willingness to travel domestic and internationally, up to 20-40% and support a customer base across multiple time zones, • New logo prospecting experience and use of related sales prospecting tools, • Industry knowledge of our key markets (financial services, life sciences, technology, insurance), • Experience selling revenue enablement, knowledge management, sales engagement, coaching, or learning technologies Allego offers a competitive, comprehensive benefits package, available to full-time employees on day one: • Medical, dental, and vision coverage, • Unlimited vacation, • Paid parental leave, • Health Reimbursement Account (HRA), • Flexible Spending Account (FSA), • 401(k) with company matching, • Short & long-term disability, AD&D, and life insurance, • Allego stock options Compensation: Base salary of $105,000 - $150,000 + 100% variable target + equity

Senior Associate, Woodland Hills, CA Responsibilities: • Provide excellent timely client service, deliver high quality work, and foster client relationships• Assist in design and implementation of the internal control framework; identifying risks and corresponding key controls surrounding internal controls over financial reporting with expertknowledge of the Sarbanes-Oxley (SOX) Act, including provisions for Sections 404(a) and 404(b), and methodologies for achieving and maintaining compliance with SOX regulations.• Collaborate with process owners to create process narratives, risk and control matrices and flowcharts, and ensure documentation is kept up to-date for scoping, testing, and remediation activities• Lead process walkthrough, inquiries with management, develop probing questions, identify relevant control testing attributes and• Evaluate, synthesize, organize and interpret data and information to conclude on design and operating effectiveness of key controls• Identify control deficiencies and develop value add solutions to that are actionable by leveraging your knowledge, prior experiences, and leading practices• Assist with Active Project Manager with project management activities including status tracking, reporting, and oversight of off-shore delivery team• Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members• Active effort in improving technical and project management skills by leveraging on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training• Be a trusted advisor and intermediary between our clients and their auditors; responding timely to client needs and acting as a key contact with clients• Balance competing priorities with minimal client disruptions, managing time effectively to maintain project progress Qualifications: THIS POSITION REQUIRES A BACHELOR’S DEGREE (OR FOREIGN EQUIVALENT) IN ACCOUNTING, ECONOMICS, BUSINESS MANAGEMENT, BUSINESS ADMINISTRATION, FINANCE OR CLOSELY RELATED FIELD, PLUS 2 YEARS OF WORK EXPERIENCE AS A SENIOR ASSOCIATE BP SOX OR CLOSELY RELATED OCCUPATION. Special Requirements: REQUIRED SKILLS: EXPERTISE/KNOWLEDGE OF: In-depth knowledge of the Sarbanes-Oxley (SOX) Act, including provisions for Sections 404(a) and 404(b), and methodologies to assist public and private clients by performing risk assessment, performing scoping of key business processes, review of consolidated financial statements, including drafting footnote disclosures in accordance with industry standards, control evaluation, control testing, control rationalization and preparation of risk and control matrix.Expertise in conducting inquiry interviews of client representatives or performing walkthroughs to gain understanding of clients' audit processes, documenting the business process by preparing flowcharts (using MS Visio) or narratives as per SOX regulatory requirement.Expertise in evaluating and testing the design and operating effectiveness of internal controls with a focus on subject matter expertise in understanding the key business processes. Skilled in analyzing and optimizing business processes to enhance business operational efficiency and process improvements.Oversee and execute audit and advisory projects, addressing complex accounting and auditing issues, ensuring timely delivery and high-quality results to key business stakeholders. Advise management in process enhancement, mitigating risks, and strengthening controls. Analyze and communicate factors that cause deficient internal control conditions and recommended course of actions for remediation to client senior leadership and key stakeholders.Collaborate cross-functionally with client leadership, key business stakeholders, internal teams, and external auditors, leveraging strong project management and communication skills todrive timely project completion. Ensure adherence to client policies, external accounting and reporting guidelines, compliance frameworks (including SOX 404), while managing complex deadlines and deliverables.Skilled in leveraging accounting applications and platforms such as (AuditBoard, Canvas, Workiva, MS Visio) to enhance project monitoring and reporting.Proficient in assessing IT general controls and evaluating IT application controls, while colloborating with IT team members as part of business process control testing. Skilled in analyzing the impact of system applications on financial reporting and business processes. MUST POSSESS EXPERTISE/ KNOWLEDGE SUFFICIENT TO ADEQUATELY PERFORM THE DUTIES OF THE JOB BEING OFFERED. EXPERTISE/ KNOWLEDGE MAY BE GAINED THROUGH EMPLOYMENT EXPERIENCE OR EDUCATION. SUCH EXPERTISE/ KNOWLEDGE CANNOT BE "QUANTIFIED" BY "TIME." May work from home up to 3 times a week Salary Offered: $100,000 - $130,000 per year. CNM, LLP is an equal opportunity employer. How to apply: Qualified applicants please send resume to Emily Agoston, HR Manager, _. Must reference: SV-25

Kasisto is seeking a creative and resourceful Solution Architect to work with customers on the design, development, and deployment of agentic applications for financial services. This hands-on role will include integration with enterprise systems, knowledge sources, communication channels, and analytics tools as part of the end-to-end solution. We will consider only candidates who can work full time in our New York City office or fully remote in the US Eastern or Central time zones. • Act as a trusted advisor, guiding customers on implementation options and deployment activities., • Lead the discovery process with customers to capture their technical requirements and business objectives., • Drive consensus with the customer on the proposed approach and timeframe., • Identify and craft requirements for capabilities that need to be created as part of the recommended solution., • Participate in project-specific development activities, either as the primary developer or contributing to a team effort., • Assist with validation of the complete solution in development, staging, and production environments., • Monitor and optimize deployments in response to evolving business needs., • Create and maintain the documentation archive specific to each implementation., • At least 3 years of hands-on experience in solution architecture and integration, preferably in the financial services industry., • Experience implementing solutions incorporating AI, ideally agentic AI in a production environment., • Working knowledge of the regulatory, security, and governance needs of financial institutions., • Strong ability to communicate clearly with technical and non-technical stakeholders from the trenches to the C-suite., • Proficiency with AWS and Azure environments., • Capable of building production-ready scripts or code for data manipulation and API integration, either directly or using AI tools., • General knowledge of Java or Python sufficient for building, enhancing, and debugging proprietary tools., • Comfortable with solving problems in a complex and ambiguous context., • Willingness to “wear many hats” and “roll up your sleeves” as is common in a fast-paced, nimble company such as ours., • Bachelor’s degree in Computer Science, Engineering, or a related field., • Experience with banking platforms such as Candescent, Q2, FIS, and Jack Henry., • Familiarity with voice systems and modern telephony., • Understanding of contact center architecture and operations., • Conversational Spanish fluency, ideally as a native speaker., • Base salary of $120,000 to $140,000, commensurate with experience., • Comprehensive benefits package., • Collaborative work environment within a small team focused on delivery projects., • Hands-on experience with leading AI technology., • Unfortunately, we are unable to provide visa sponsorship now or at any time in the future, and relocation assistance will not be provided. Kasisto delivers AI you can bank on. We enable financial institutions around the world to deploy intelligent digital agents that are trusted, compliant, and deeply knowledgeable about assisting both employees and customers. Our agentic AI platform, KAIgentic, allows organizations to tap into a wide range of knowledge sources and integrate with their operational infrastructure, enabling conversational assistance through websites, mobile apps, and voice communications.

About Agero: Wherever drivers go, we’re leading the way. Agero’s mission is to rethink the vehicle ownership experience through a powerful combination of passionate people and data-driven technology, strengthening our clients’ relationships with their customers. As the #1 B2B, white-label provider of digital driver assistance services, we’re pushing the industry in a new direction, taking manual processes, and redefining them as digital, transparent, and connected. This includes: an industry-leading dispatch management platform powered by Swoop; comprehensive accident management services; knowledgeable consumer affairs and connected vehicle capabilities; and a growing marketplace of services, discounts and support enabled by a robust partner ecosystem. The company has over 150 million vehicle coverage points in partnership with leading automobile manufacturers, insurance carriers and many others. Managing one of the largest national networks of service providers, Agero responds to approximately 12 million service events annually. Agero, a member company of The Cross Country Group, is headquartered in Medford, Mass., with operations throughout North America. To learn more, visit _. Note: For our technical positions, we love to get you started in person! You may be required to travel to Medford for your initial onboarding. Don't worry about the logistics - once you're hired, we handle all travel arrangements and expenses for you. Role Description and Mission: The Senior Director of Account Management, Strategic Accounts serves as the primary executive relationship owner and commercial leader for a single, critical Strategic Account in the P&C Insurance industry for a Fortune 100 Client. This highly specialized Senior Director role is responsible for ensuring client and revenue retention, significant growth and executive alignment within one of the organization's most valuable partnerships. With clear commercial accountability, the Strategic Account Manager leads the entire lifecycle of the partnership, shaping transformational engagements with one of the country’s leading insurance companies. The role includes but is not limited to overall ownership of the Strategic Account, Expanding the existing programs, upselling and cross selling of new and existing products to new and existing senior level stakeholders, and the overall contract Renewal. This individual operates as a strategic trusted advisor to C-suite and senior stakeholders, developing multi-year strategies that integrate Roadside Assistance (RSA) and Accident Management (AM) solutions to advance partnership maturity and mutual growth. Key Outcomes: • Strategic Revenue Ownership: Own and drive total revenue growth (encompassing both RSA and AM lines of business) across a single assigned Strategic Account, ensuring aggressive financial targets are met or exceeded., • Executive Relationship Mastery: Build and cultivate deep, high-trust relationships with senior and C-suite stakeholders to understand their evolving business strategy and deepen customer engagement., • Integrated Solution Design: Collaborate with Product, Marketing, Client Success, and Solutions Consultants to architect and deliver tailored solutions that address the client's complex challenges., • Long-Term Strategic Planning: Develop and execute sophisticated, multi-year strategic account plans designed to expand the organization’s footprint, deepen product adoption, and advance the overall maturity of the partnership., • Growth & Expansion: Proactively identify and capture cross-sell and upsell opportunities across the full product suite; translate client insights into actionable growth levers., • Complex Contract Negotiation: Lead high-stakes contract renewals and commercial negotiations, securing profitable, long-term growth while managing risk and compliance., • Strategic Business Reviews: Provide executive leadership for regular Strategic Business Reviews (SBRs) to provide strategic insights, ensure satisfaction, and align on the roadmap for delivery improvement., • Industry & Brand Representation: Represent Agero in client meetings and industry forums to strengthen the partnership and position Agero as an indispensable market leader., • Internal Influence: Leverage internal authority and influence to ensure that client growth initiatives are successfully executed within Agero. Skills, Education and Experience: EDUCATION: A Bachelor’s degree in Business, Marketing, or a related field is required. An MBA or equivalent advanced degree is considered a plus. EXPERIENCE: 15+ years of progressive experience in Account Management, Enterprise Sales, or Strategic Business Development with a proven record of delivering revenue growth and maintaining long-term enterprise relationships in the P&C Insurance sector. Demonstrated experience growing complex, multi-product solutions (e.g., integrated RSA and AM) for Fortune 100 client relationships. QUALIFICATIONS: • Strategic Relationship Mastery: Relationship-focused and customer-centric, skilled in managing the nuances of complex enterprise accounts and building consensus among diverse C-level stakeholders., • Executive Commercial Acumen: Possesses deep business insight; able to identify sophisticated growth levers, understand complex P&L structures, and translate insights into actionable commercial opportunities., • Cross-Functional Orchestration: Collaborative and proactive, capable of partnering across teams (Product, Marketing, Operations) to deliver integrated Roadside and Accident Management solutions without direct authority., • High-Stakes Negotiation: An effective communicator and skilled negotiator, capable of driving retention and expansion outcomes in complex, high-value commercial discussions., • Strategic Discipline: Results-oriented and disciplined, demonstrating exceptional skills in long-term pipeline management and multi-year account planning. PREFERRED QUALIFICATIONS: • You have demonstrated years of experience exceeding Sales targets., • You have been involved in deals exceeding six figures., • You have been consistently recognized for sales efforts (President’s Club, Diamond Club, Winner’s Circle, etc.) ADDITIONAL REQUIREMENTS: Willingness to travel frequently as required for high-touch client engagement and strategic reviews. WORKING RELATIONSHIPS: This role operates at the highest level of the organization, collaborating frequently with the C-Suite, VP of Sales, VP of Product, and Legal. Externally, this individual partners with C-level executives at the client organization. **Please note: Competitive incentive structure aligned with high-impact growth and strategic account objectives. Hiring In: United States: Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, New Hampshire, New York State, New Mexico, North Carolina, Tennessee, Virginia The anticipated closing date to submit applications for this role is March 13, 2026. Join our _ to track your application status and receive instant alerts for future openings. The base salary range presented represents the anticipated low and high end salary range for new hires in this position. Your final base salary will be determined based on factors such as work location, experience, job related skills, and relevant training and education. The range listed is just one component of the total compensation package provided by Agero to employees. National Pay Range$165,000—$200,000 USD Life at Agero: At Agero, you'll find a workplace where your unique perspective is not just welcomed, it's celebrated. We believe that our differences make us stronger, and we're committed to creating an environment where every employee feels a sense of belonging. If you're looking for a company that values your individuality, provides opportunities for growth, and champions open communication, Agero is the place for you. Join our team and help us drive the future of driver assistance, while experiencing a workplace where you can truly thrive. Benefits Built for Well-being: Agero’s innovation is driven by a workforce where all associates feel like they can truly thrive. Agero offers a wide range of benefits to promote well-being, encourage personal development, and ensure financial stability. Our benefits include: • Health and Wellness: Healthcare, dental, vision, disability, life insurance, and mental health benefits for associates and their families., • Financial Security: 401(k) plan with company match and tuition assistance to support your future goals., • Work-Life Balance: Flexible time off, paid sick leave, and ten paid holidays annually., • For Contact Center Roles: Accrual of up to 3 weeks Paid Time Off per year, paid sick leave, and ten paid holidays annually., • Family Support: Parental planning benefits to assist associates through life’s milestones., • Bonus/Incentive Programs Join Agero and experience a workplace that invests in your success both personally and professionally. *Applicants must be currently authorized to work in the United States on a full‑time basis. This position is not eligible for employer visa sponsorship now or in the future. *It is unlawful in Massachusetts to required or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

_ is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). We are seeking an experienced and motivated Sales Executive to join our team, focusing on the West Coast territory of the United States. This role is critical in driving growth within the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms. As a key player in our sales team, you will collaborate with cross-functional teams to deliver tailored solutions that meet the needs of our clients while expanding our market presence. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. • West Coast (Remote): $110,000- $130,000 + Commission We offer a competitive equity package, health, dental, and vision benefits, and a 401(k) offering with employer match and a flexible PTO policy. This job is eligible for variable compensation through a commission bonus. • Business Development: Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West Coast region, • Client Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions, • Sales Strategy: Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets, • Territory Management: Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West Coast territory, while managing time effectively across a wide geographic region, • Collaboration: Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding, • Market Expertise: Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West Coast, • Reporting & Forecasting: Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership, • Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions), • Proven Track Record: Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms, • Knowledge of Advisor Custody: Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings, • Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner, • Relationship-Building: Strong interpersonal skills with the ability to establish rapport and trust quickly with clients, • Self-Motivated: Ability to work independently, manage time effectively, and drive results in a remote, territory-based role, • Technology Proficiency: Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process, • Experience working with RIAs or wealth management firms in the West Coast region, • Familiarity with the Betterment Advisor Solutions platform and/or digital advisory solutions, • Bachelor’s degree in Business, Finance, or a related field We change lives Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better. We set audacious goals We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We invest in you with: • A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave., • Flexible paid time off (and encouragement to use it!), • Meaningful opportunity for community building through our 7 Employee Resource Groups, • Empowerment to own and lead change and affect the business, • Dedicated professional development opportunities, • Lunch from our in-house chef at our NYC headquarters We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process! Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter. Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Come join us! We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. E-Verify Statement Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants. _ _ _ _ CPRA Language - CA Applicants ONLY We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email _.