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It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: You will play a critical role in optimizing Workday HCM and Time-related modules, helping HR and business leaders operate more efficiently through well-designed, scalable solutions. Your work will directly impact how we manage our workforce across a global environment. As a trusted advisor, you will design and deliver scalable solutions, influence process improvements, and help drive consistency and efficiency across global HR operations. Your work will directly impact how we manage, support, and grow our workforce. This role owns and optimizes Workday HCM and Time-related modules (Absence, Time Off, and Time Tracking), partnering with HR and business stakeholders to design, configure, and improve global processes. The position combines hands-on system configuration, process improvement, and operational support in a fast-paced, multi-country environment. Spanish and/or Portuguese Preferred. In this role, you will be responsible for: * Owning and managing Workday modules (HCM, Absence/Time Off, and/or Time Tracking) * Design, build, configure, and test Workday solutions * Manage system enhancements, releases, and continuous improvements * Partner with HR to standardize and optimize business processes * Identify gaps and recommend scalable, efficient solutions * Lead small-to-medium Workday initiatives end-to-end * Manage and resolve Workday tickets and production issues * Provide user support, training, and maintain documentation What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor's Degree or equivalent work experience: HR, Information Technology, or equivalent field. - Required., • 9 + years experience maintaining Human Capital Management systems. - Required, • 5+ years of Workday experience. – Required, • 3+ years specializing in one or more of the following: Workday HCM & Org, Absences & Time Off, Time Tracking. – Required, • Experience supporting and enhancing HRIS in a complex or enterprise environment, • Experience working in global or multi-country environments, • Experience with additional HRIS platforms (SAP, Oracle, PeopleSoft, SuccessFactors), • Strong functional expertise in Workday HCM, • Experience in Absence/Time Off and/or Time Tracking, • Hands-on configuration experience (business processes, calculated fields, reporting, EIBs), • Microsoft Office proficiency, • Strong analytical and problem-solving skills, • Ability to manage multiple priorities in a fast-paced environment, • Effective communication and stakeholder management skills, • Adaptability and ability to navigate ambiguity, • Spanish and/or Portuguese – Preferred It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $101,250.00 USD Maximum: $170,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs.

Our world class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers’ unique needs. We are committed to understanding our customers and use best-in-class sales tools and technology to find the best solutions. We’re constantly discovering new ways to reach our goals, taking time to develop our skills and investing in our career growth, so we can enjoy lucrative opportunities and grow our careers both within and beyond sales. As a Print Key Account Executive in the vertical and enterprise category you will be part of a team responsible for accelerating growth in the print & promotional product space. You will also be responsible for managing and selling to businesses that are complex in nature. In addition, you will also be responsible for strengthening existing Staples print relationships which will lead to additional revenue for Staples and commission for you. Join our Print & Marketing and help ensure our customers are getting the service, products and support they need to succeed. What you’ll be doing: • Responsible for driving approximately $2.5MM+ in annual sales revenue., • Establish, build, and expand relationships with existing and potential customers at multiple levels in the organization., • Navigate regional and national purchasing agreements to sell print into multiple levels of the organizations., • Responsible for scheduling and attending face-to-face presentations with high level decision makers., • Use a consultative selling method to identify customer needs and develop a value-added proposition., • Work collaboratively with print sourcing to assure accurate, timely, and professional delivery of customer's products., • Implement a sales strategy to achieve revenue and margin objectives through new/expanded program development and growth in assigned accounts., • Partner with Staples Business Advantage Sales team to sell print services to large commercials and enterprise sized customers., • Utilize Staples CRM system on a consistent daily basis to self-manage selling activity, contacts, deals, strategies, reporting, and communications. What you bring to the table: • Ability to connect easily with customers at all levels and become a trusted advisor, • Collaborative approach with specialists, team members and your customers themselves, to ensure successful outcomes, • Ability to identify opportunities based on customer trends, challenges, and shared concerns, • High level of comfort working both independently and within a team model, • Strong communication skills; active listener, • Strong organization and time management skills, • Comfortable with financial sales tracking and analysis What’s needed- Basic Qualifications: • High School Diploma/GED required, • 5+ years business to business sales experience, Fortune 500 and vertical market experience a plus, • Experience using technology – laptop, smart phone, outlook What’s needed- Preferred Qualifications: • Proficiency in PowerPoint, Excel, and using a CRM (Customer Relationship Management tool), • Inclusive culture with associate-led Business Resource Groups, • Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays), • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more! At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today! OVERVIEW: Job Duties & Responsibilities * Builds student base by creating safe environments for all Golfers, provide high quality instruction, and build long lasting relationships with each student. Talk with clients to identify strengths and weaknesses of swing / game, get to root of students’ lesson goals, and act as Trusted Advisor for each respective student. The Golf Professional will seek out information and opportunities to develop self to become a better teacher. Ensure teaching concepts are directed toward students understanding and adjust teaching style to best facilitate students learning. The Golf Professional is continuously looking for new and creative ways to build a robust student base, striving to meet and exceed the financial and metric goals for the role. * The Golf Pro is directly involved in community outreach by partnering with local organizations to teach, support, and spread awareness of the Dick's House of Sport experience. Our Professionals are leading initiatives within their local community to promote our services – Fitting, Lessons, Club Tech, specialized service through the variety of departments and how we would like to create lasting relationships with each Golfer, no matter where their Golf journey may take them. * Golf Professional works collaboratively with Certified Fitters and teammates to enhance the Trusted Advisor experience with each student. That may come in the form of interacting with Fitters / Golfers during Fittings, offering suggestions or advice on lesson plans to improve swing / game, sharing knowledge, experience and expertise with fellow teammates and Golfers. #DSGT2 QUALIFICATIONS: * High School Diploma or Equivalent * 1-3 years experience * Active PGA of America Class A or LPGA member in good standing * 3+ years knowledge of club-fitting through experience and/or OEM training * PGA of America Class A or LPGA Member in good standing, Apprentice Level 1,2,3 or interested in becoming a PGA/LPGA Member through our PGA/LPGA Associate Program * Trackman Level 1 & 2 * Ability to multi-task & work in a fast-paced environment * Passion for golf equipment & related technology * Desire for continued learning (self) and teaching others * Stays current with industry trends VIRTUAL REQUIREMENTS: At DICK’S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidates do not use AI tools (like ChatGPT or others) during interviews or assessments. To ensure a smooth and secure experience, please note the following: * Cameras must be on during all virtual interviews. * AI tools are not permitted to be used by the candidate during any part of the interview process. * Offers are contingent upon a satisfactory background check which may include ID verification. If you have any questions or need accommodations, we’re here to help. Thanks for helping us keep the process fair and secure for everyone!

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Treasury Management Advisor within PNC's Business Banking organization, you will be based in our Dallas Market. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision., • With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services., • Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks., • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty., • Builds an effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities., • As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities CompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $50,000 to $250,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities. You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence. Position Overview: Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed. Duties & Responsibilities: • Onboard new client accounts, which includes the collection of required documentation and client information, • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date, • Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs, • Proactively prepare financial reports, spreadsheets and other materials for client meetings, • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars, • Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance Skills, Experience & Qualifications: • Bachelor’s Degree in Business or in related field is preferred, • Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial, • FINRA Series 7 and 66 (or 63 and 65) preferred, • Highly detail-oriented with superior organizational skills and ability to prioritize tasks, • Follow-up to ensure resolution and completion of tasks, • Provide a high level of customer service in a calm, courteous and professional manner., • Establish and maintain effective working relationships at all levels of the organization., • Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems, • Team player with the ability to collaborate with others, • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Reports To: Market Business Director

Director Government Payment Programs-Southwestern Health Resources-Clinically Integrated Network (SWHR-CIN) At Southwestern Health Resources (SWHR), we believe healthcare can be more integrated, accessible, and affordable for all. Our purpose is simple yet powerful: to build a better way to care, together. SWHR is a patient-centered, clinically integrated network that brings together academic and community clinicians, researchers, hospitals, and ambulatory facilities. We partner with physicians to drive a new model of value-based, high-quality, data-driven healthcare—serving everyone in the communities we touch. By combining the strengths of UT Southwestern Medical Center and Texas Health Resources, we’ve built the largest provider network in North Texas, giving our team members the opportunity to make a meaningful impact at scale. Healthcare in the U.S. is evolving rapidly, and SWHR is committed to leading that change—moving healthcare forward, together. Position Summary The Director of Government Payment Programs provides strategic, operational, and analytic leadership for Southwestern Health Resources (SWHR) Clinically Integrated Network's (CIN) participation in government-sponsored healthcare programs. This includes oversight of all voluntary and mandatory programs, and government sponsored managed care. This position serves as a bridge between regulatory agencies, payer partners, and network providers, implementing complex government program requirements and actionable strategies that drive value, efficiency, and clinical integration. · Work location: Hybrid-remote and in the home office: Southwestern Health Resources Headquarters, Farmers Branch, TX. Position Duties Lead the execution of SWHR CIN’s multi-years strategies for successful government program participation and performance, driving over $4 billion in annual claims expenditures and nation-leading program outcomes. Lead the comprehensive evaluation of emerging federal and state payment models. Make participation recommendations to executive leadership. Anticipates implications of decisions and navigates politics diplomatically. Lead senior leaders through complex decisions, accounting for multiple stakeholder perspectives and ensuring alignment with broader strategies for the Clinically Integrated Network. Reviews outcomes and adjusts decision frameworks to improve future choices. Lead the planning and execution of new programs and major program changes to meet stringent regulatory timelines and requirements. Balances interests and negotiates agreements that enable join execution. Drives others to take timely action. Lead corrective actions to correct performance or compliance deficiencies, and to maximize program performance. Holds others accountable for making sound decisions that comply with policies and standards. Lead the integration of government program objectives into network development strategy, care model design and delivery, and value-based care contracting approaches. Oversee government payment programs administration and operations to tightly manage organizational risk, ensuring compliance with all program and regulatory requirements. Monitor government program activities, program data and outcomes to identify trends, pinpoint areas for improvement, and proactively inform data-driven decision-making. Prepare and deliver comprehensive performance reports, summaries, and presentations for CIN executives, SWHR senior leaders, and physician network partners to communicate government programs status, milestones, changes, and challenges. Supply relevant and timely policy intelligence to leadership to inform SWHR CIN governance and contracting decisions. Synthesizes information, experience, and various inputs to determine the best course of action. Develop incentive models that align employee and provider behavior with SWHR CIN goals and program sustainability. Be the trusted advisor and subject matter expert to physician leaders and participating practices throughout the clinically integrated network on government program requirements and performance opportunities. Represent SWHR CIN in meetings with industry organizations, professional associations, and government agencies to advocate for CIN priorities and ensure compliance. Sets department KPIs and operating cadences that reinforce ownership. Holds managers accountable for commitments and ethical standards. Monitors metrics and milestones to push progress against expectations and accountabilities. Track progress on key departmental initiatives. Staffs and structures teams with clear roles, interfaces and decision rights. Develops managers and creates norms for accountability, inclusion and continuous improvement. Aligns goals across teams and coordinates dependencies to deliver integrated outcomes. Perform all other duties, as assigned. Qualifications Education Bachelor’s degree in Public Health, Health Administration, or related field required Master's degree in Public Health, Health Administration, or related field preferred Experience 7 years of progressive experience in healthcare program management, payer contracting, or value-based care administration to include people management required. Experience implementing and monitoring federally or state funded programs (programmatic and fiscal monitoring strongly preferred) Experience with hospital or clinic operations preferred Skills Deep expertise in government healthcare programs and payment models. Strong understanding of CIN and ACO operations, including physician alignment, care coordination, and data-driven performance improvement. Strong experience or understanding of clinical operations across the care continuum. Strategic thinker with the ability to translate complex policy and regulatory changes into operational and financial strategies. Proven leadership in building consensus among diverse clinical and administrative stakeholders. Excellent communication skills with the ability to engage physicians, executives, and regulators with clarity and credibility. Analytical acumen to interpret utilization, quality, and financial data to inform performance strategies. Knowledge of population health management tools, quality reporting platforms, quality and risk adjustment methodologies. Travel Requirements Domestic 10% Attend conferences regionally and nationally; and travel to multiple office locations locally Why Southwestern Health Resources As a Southwestern Health Resources you’ll enjoy: comprehensive benefits, including a 401(k) with match; paid time off; competitive health insurance choices; healthcare and dependent care spending account options; wellness programs to keep you and your family healthy; tuition reimbursement; a student loan repayment program; and more. Explore Southwestern Health Resources Careers for more information and to search all career opportunities.

Position Overview We are seeking a relationship-driven and strategic Philanthropic Advisor I to join our Development team. In this role, you will be responsible for developing, managing, and closing planned and blended gifts that support Scouting America’s long-term philanthropic vision and financial sustainability. The Philanthropic Advisor I will cultivate and manage a portfolio of donors with the capacity to make meaningful deferred and estate-based gifts. This includes identifying, engaging, and securing commitments such as bequests, charitable gift annuities, trusts, and other planned giving vehicles. You will work closely with donors and their professionals advisors, and legal professionals to design gift plans that meet their philanthropic goals and organizational priorities. Your expertise will help cultivate and strengthen relationships with current and prospective donors, ensuring a sustainable stream of funding that supports our programs and initiatives. The ideal candidate will possess a deep understanding of charitable gift instruments, along with excellent communication and interpersonal skills. While a local presence is preferred, qualified remote candidates will be considered. Responsibilities • Supports the development and execution of planned giving strategies, including bequests, charitable gift annuities, charitable remainder trusts, and other deferred giving vehicles., • Partners with donors and their professional advisors (attorneys, financial planners, CPAs) to structure tax-efficient and mission-aligned gift plans., • Integrates planned giving into major and principal gift strategies, including blended gift conversations., • Supports and advances marketing and donor education efforts related to legacy giving, including events, written materials, and targeted outreach., • Collaborates with national and council leadership to expand planned giving pipelines and long-term endowment growth., • Ensures compliance with all legal, tax, and organizational policies related to planned gifts., • Utilizes CRM and analytics tools to track planned giving activity, pipeline development, and long-term donor engagement., • Contributes to donor recognition and stewardship strategies specific to legacy donors. Competencies • Knowledge of: Strong knowledge of the philanthropic sector, as well as the various laws and regulations affecting them. Business acumen and strategic planning. Working knowledge and experience in securing Major Gifts, Annual Giving, and Planned Giving., • Skill in: Proficient writing, editing and proofreading skills with the ability to gather and organize information appropriately. Excellent customer service and communication skills (listening, interpersonal, oral, and written). A high degree of professionalism, confidence and flexibility that allows the incumbent to work collaboratively and effectively with clients and colleagues of diverse backgrounds. Intermediate proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to effectively utilize proprietary software. Compelling communication; building partnerships; and building customer loyalty. Strong planning and implementation skills; research and synthesizing abilities. High level of personal and professional integrity and ethics., • Ability to: Energize the organization. Excellent ability to prioritize, organize, and manage multiple competing assignments and responsibilities. Excellent ability to work well in a team environment. Ability to develop and maintain a good working relationship with staff, members of the community, elected officials, the media, colleagues in other foundations, and members of the nonprofit sector. Qualifications • Minimum of four (4) years of experience in major/principal gift fundraising and prospect management, business development or related field, • Must be able to travel as needed., • Must pass a criminal history background check. Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements. Preference Interest in philanthropy and the non-profit community.

We are seeking a Chief Operating Officer to help scale a high-growth wealth management firm during a pivotal expansion phase. This role sits at the center of execution, responsible for building the operational infrastructure required to support rapid advisor growth, integrate acquisitions, and maintain a high standard of client experience and compliance. Working in close partnership with the CEO and Parent Company leadership, this individual will translate strategy into systems, processes, and measurable outcomes across the firm. What You Will Own Scaling the Firm • Build and optimize the operational infrastructure needed to support rapid advisor and client growth, • Establish KPIs, dashboards, and workflows that drive accountability and visibility across the organization, • Design and implement a high-velocity onboarding model for new advisors, • Partner with leadership to support recruiting efforts and accelerate advisor productivity, • Lead operational due diligence and post-close integration for acquisitions, • Ensure seamless transitions across systems, teams, and client relationships, • Own the firm’s technology roadmap across CRM, portfolio management, planning, and billing platforms, • Evaluate and implement tools that improve scalability, advisor productivity, and client experience, • Partner with compliance leadership to maintain adherence to SEC and FINRA requirements, • Ensure supervisory structures scale alongside growth, • Align operational spend with growth strategy in partnership with the CFO, • Oversee billing accuracy, advisor payouts, and revenue reconciliation, • Support financial modeling tied to acquisitions and organic growth What We Are Looking For • 10+ years of leadership experience in wealth management, RIA, or financial services, • Proven track record scaling operations in a high-growth environment, • Experience leading M&A integration and operational due diligence, • Strong understanding of the RIA regulatory environment, • Ability to build and lead high-performing teams across functions, • Experience with major custodians (Schwab, Fidelity, Pershing, etc.), • Familiarity with CRM platforms such as Salesforce, Redtail, or Wealthbox, • Background in financial operations, trading platforms, or advisory infrastructure, • Advanced degree or relevant licenses (Series 7, 24, 63, 65, 66) Why This Role This is a rare opportunity to build the operational foundation of a growing firm from the inside. The COO will play a direct role in shaping how the business scales, integrates acquisitions, and delivers a consistent client and advisor experience. You will be operating in a fast-moving environment where decisions translate quickly into impact. What We Offer • Competitive executive compensation with performance incentives, • Direct partnership with senior leadership at both the firm and Parent Company level, • A high-growth, entrepreneurial environment with real decision-making authority, • Full benefits package including health, dental, vision, and retirement plan

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: · Build a client base and develop knowledge of Bankers Life financial products and market trends · Develop yourself with our award-winning training and mentorship network · Present clients with financial solutions and drive them to action · Take ownership of your business and build a team The ideal candidate will have: · Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) · High level of self-motivation; ability to accomplish goals independently · History of success in sales, competitive roles, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings, • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

Description: The Community Engagement Specialist is responsible for the design, execution, and continuous improvement of community engagement programs for Avantax and the Cetera Tax Channel. This role supports strategic growth and advisor experience objectives through the planning and delivery of regional meetings, advisor councils, surveys, and continuing education programs, with a strong focus on operational excellence, measurable outcomes, and return on investment. What you will do: · Lead project management for multiple rounds of Amplify Regional Meetings annually, including planning, execution, follow‑up, materials development, registration sites, communications, on‑site RGT training and delivery. · Collaborate with channel and community leadership to align engagement programming with annual strategy and business objectives. · Manage advisor council meeting logistics, content coordination, and execution for both virtual and in‑person meetings. · Own end‑to‑end survey administration for community and channel initiatives, including intake, design, deployment, analysis, and reporting of insights and action commitments. · Partner with Regional Growth Teams on Voice of the Community (VoC) follow‑up efforts, including analysis of dissatisfaction drivers and development of improvement commitments. · Maintain and report program metrics to evaluate effectiveness, identify trends, and inform ongoing iteration and improvement. · Manage continuing education sponsorship renewals, auditing, reporting, and compliance tracking for applicable meetings and programs. · Support webinar production, hosting, and reporting for community engagement initiatives. · Provide general support for community engagement initiatives, including program design, marketing, and advisor communications. · Regularly evaluate program spend against outcomes to ensure strong return on investment. · Continuously improve processes, tools, and workflows related to engagement programming. · Perform other duties as assigned in support of community and channel priorities. What you need to have: · Strong project management skills with the ability to manage multiple initiatives simultaneously and meet tight deadlines. · Ability to collaborate effectively with cross-functional stakeholders and senior leaders. · Analytical skills to interpret feedback, survey data, and program metrics and translate insights into action. · Strong written and verbal communication skills for advisor-facing and internal communications. · Proficiency in Microsoft Office tools; experience with survey platforms such as Qualtrics preferred. · Experience supporting event planning, meetings, webinars, or continuing education program. · Bachelor’s degree required. · Experience in financial services or a related industry preferred. · Event planning, survey administration, or community engagement experience preferred. Travel Requirements: Minimum 25% Compensation: The base annual salary range for this role is $ 61000 to $91,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship., • Easy access to mental health benefits to meet our team members and their families where they are., • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities., • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years., • Paid parental leave to support all team members with birth, adoption, and foster., • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more., • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: ___® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "___" refers to the network of independent retail firms encompassing, among others, ___, ___ (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as ___ or ___. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our ___ for further details on what information we collect and the purposes for collection.

About the Role As an Independent Member on the Board of Trustees (Independent Trustee) for Equiton’s first U.S. private real estate fund, you will play a critical role in overseeing fund governance, strategy, risk management, and investor protection. As an Independent Trustee you will be responsible for exercising objective judgment, ensuring compliance with fiduciary and regulatory standards, and ensuring conflict of interest matters get resolved in the best interest of the fund and its investors. Given this is Equiton’s inaugural U.S. fund, trustees will be expected to sit in more of an advisory function assisting the firm in establishing its market presence and sharing practical guidance to support success, and where appropriate, make introductions to accelerate Equiton’s U.S. presence and relationships. Key Responsibilities Governance and Oversight: • Quarterly formal board meetings, supplemented by additional meetings and regular advisory touchpoints with management during the initial U.S. launch phase., • Provide guidance around fund performance, capital deployment, risk exposure, valuation considerations and governance matters., • Review board materials in advance to make informed, objective decisions., • Evaluate and approve transactions involving potential conflicts of interest or related-party considerations, • Uphold fiduciary, regulatory, and governance obligations at the highest standard. Advisory Support (U.S. Launch Focus) • Provide practical guidance to help Equiton successfully establish and scale its U.S. platform, • Offer insight into U.S. multi-residential investment, operating dynamics, and market conditions, • Support Equiton’s credibility and positioning with U.S. stakeholders, including investors, advisors, and strategic partners, • Participate in advisory communications with management beyond formal board meetings, fostering a strong working relationship What You Bring Equiton is seeking a group of trustees whose collective experience spans the areas below. It is not expected that any one individual will possess all competencies. Real Estate & Multi-Residential (U.S.) • Deep experience with U.S. multi-residential apartment assets, ideally including exposure to high-growth US markets, • Background in core, core-plus, value-add, opportunistic, and development categories including operations and institutional asset management. Capital Raising & Distribution (Alternatives) • Experience raising capital for alternative real estate investments through one or more channels, including:, • Direct-to-investor / retail capital, • Registered Investment Advisors (RIAs), wealth management platforms, and advisor networks, • Institutional investors (pensions, endowments, family offices, consultants) Governance & Risk • Strong understanding of governance frameworks, fiduciary duties, and risk oversight within private investment vehicles (including regulatory compliance), • Demonstrated ability to exercise independent judgment and contribute effectively in a trustee or board capacity, • Strong analytical skills and comfort reviewing complex investment, financial, and transaction materials Preferred / Nice to Have • Prior experience as an independent trustee or board director for a private fund, REIT, or similar structure, • Governance credentials (e.g., NACD, ICD equivalent, or similar) About Us Founded in 2015, Equiton is a leading private real estate firm whose goal is to provide investors with hands-off solutions to grow their wealth. These solutions are built on decades of expertise across a full spectrum of high-quality real estate assets. This includes multifamily rentals, commercial properties, real estate development, and private lending. Over the past decade, our 250+ professionals across a range of disciplines have supported the growth of our diversified solutions, creating more opportunities for our clients and partners. Collaboration, innovation, and a commitment to excellence define our culture, and our people are the driving force behind our success. ___ | ___ Why Equiton? We’re proud of a culture built on integrity, accountability, and innovation. Our team members are empowered to take initiative, think independently, and grow both personally and professionally. Transparency and strong governance are central to how we operate, giving our stakeholders confidence in the way we manage and report on our diverse real estate portfolio. Creating an Environment of Respect and Opportunity Equiton is an equal opportunity employer. All employment decisions, including hiring, promotion, discipline, and termination, are made based on merit, performance, and business needs. We do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, ancestry, disability, veteran status, or any other characteristic protected by law. We are committed to fostering a diverse, inclusive, and accessible workplace where all team members feel valued and supported. If you require accommodation during the hiring process, please let us know. We’re happy to assist. Only those selected for an interview will be contacted.

Who We Are InRhythm’s mission is to make a dent in the digital economy. Today, InRhythm is currently engaged by Fortune 50 enterprises and Startups to bring their next generation of digital products and platforms to market. We have helped hundreds of teams launch mission-critical products that have created a positive impact worth billions of dollars. The projects we work on literally change the world. They change the way we live and work and think in a positive way. An Inc. 5000 hall of fame Fastest Growing Company for 9 years, Deloitte Fast 500 company for 5 years, and Consulting Magazine Fastest Growing Company winner several years in a row, we look forward to continuing to expand with thought leaders like you! Our team of A+ thought leaders doesn’t just join us for a job, they join us to do what they love. It’s that passion that has helped us grow over 300% and consistently deliver on our commitment to helping our clients develop better, faster, and in rhythm. How We Do It We bring enterprises' most urgent, important products to market with high-velocity, high-quality and 10x impact. We enable innovative high-velocity cultures by coaching teams with the right mix and maturity of modern tools, methods, and thought leadership. Our goal is to work on projects that create a $100 Billion digital economy of impact in our lifetimes! People at InRhythm are entrepreneurs and innovators at heart, we value individuals who find new ways to overcome challenges. all while ensuring your career accelerates faster than it ever has before. Why InRhythm As a values-driven organization, we believe in strong-knit employee communities, continuous advancement, encouraging learning and growth, respect for the challenging of norms, and welcoming thought-provoking ideas. Our teams learn from each other through comprehensive workshops, work on innovative team projects, and partner with thought leaders to help advance the industry we’re most passionate about. Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy, "InRhythm” lives. InRhythm offers a suite of great employee benefits, including comprehensive healthcare plans, skills training, wellness reimbursements, and free dinner on your birthday for you and your family. If you’re looking forward to working with awesome colleagues in a high-growth environment and tight-knit community, we’re looking forward to hearing from you. We’re looking for a Senior Director of Recruiting! As the Senior Director of Recruiting, you will enable InRhythm to build and manage a world-class team of recruiters focused on hiring the best technology, product and design talent. You will lead a talent acquisition team of full-cycle recruiters, sourcers, and coordinators partnering to deliver high quality talent within our worldwide technology business functions at InRhythm. As the Head of Technical Talent Acquisition, you will provide the strategic and operational direction for the design/delivery of all technical talent acquisition programs, bringing recruiting and sourcing strategies that attract the very best talent for our organization. In partnership with the Executive Leadership team, the successful candidate will be responsible for leading and growing a team of senior recruiting talent and optimizing the talent acquisition process for low time-to-fill, excellent candidate-role fit, and high throughput. Through this, the successful candidate will develop a first-class talent acquisition team, building a unique employment brand and an engaging candidate experience; being a true advisor to business leaders. As a strategic and operationally-minded executive, the Head of Technical Talent Acquisition will oversee a team of talent acquisition professionals. This position represents the opportunity to make a significant impact in the continued success of a dynamic, growth-oriented organization dedicated to high-performing clients. At InRhythm, you will: • Hire, train, manage and develop the talent acquisition team. Position the team to achieve the company's recruiting priorities and drive a high level of performance., • Create a world-class recruiting center of excellence driven by modern technologies and servant leadership to ensure that InRhythm’s recruiting is highly effective and valued, • Create global, comprehensive modern sourcing and recruiting strategies to build robust talent pipelines for open and future roles while leveraging internal resources., • Partner with internal leaders to develop creative recruitment and sourcing strategies for open positions, in anticipation of future client’s needs., • Be direct and effortless in your sourcing of candidates in order to evaluate the best potential of each candidate and guarantee an exceptional recruitment experience., • Identify appropriate metrics and tools to measure the effectiveness of talent acquisition efforts; prepare reports, and recommendations for senior leadership, particularly time-to-fill, high candidate-role fit, high throughput, and low involuntary attrition., • Provide an understanding of the internal/external talent landscape, building on competitive intelligence and trends to better prepare for and respond to talent demands., • Provide guidance to improve the candidate pipeline via social networking, viral branding, intern and employee referral campaigns., • Develop hiring strategies that align with our projected headcount and priorities to bring in top talent to InRhythm. Determine the cost of each new hire and the possible costs associated with using other strategies., • Work closely with hiring managers to understand the requirements and expectations of the position(s)., • Represent the organization at strategic recruiting events and professional association conferences to develop and maintain industry relationships., • Effectively assess candidates' potential fit with different work teams/clients and determine best practices that will enable the candidate to be successful., • Demonstrate a high level of candidate care. Develop strong, favorable relations with candidates., • Consistently make successful recommendations on which candidates to hire., • Provide guidance on the importance of strong planning, execution and details., • Proactively anticipate issues and propose solutions., • Understand, contribute to and support the overall evolution of InRhythm as a business through alignment to Vision, Purpose, and Values and the evolution of the culture of the entire company. What you bring to the table: • 10+ years of hands-on recruiting experience leading technical recruiting teams/practices; including sourcing and full life cycle recruiting of technical candidates with at least 3 years of direct leadership/managerial experience., • Strong track record of building high-performing scalable recruiting teams with sourcing teams, process and automation., • Awareness of modern tools, technologies, and ability to converse with senior technology talent., • Experience with a high-growth, high-velocity culture., • Experience building and driving modern talent sourcing initiatives via knowledge of recruiting best practices, sourcing techniques and solutions, lifecycle methodologies, and related systems administration., • Exceptional executive , change-management, and leadership presence with the ability to forge cross-functional partnerships., • Global experience (India, Latin America) and understanding of regional customs, cultures and recruiting processes and barriers strongly desired., • A demonstrated track record of developing/hiring talent and experience managing a team and budget., • Client relationship skills include the ability to manage expectations; proactively recognize needs and adapt quickly., • Personal buy-in to InRhythm’s cultural values., • Proven ability to play “high and low”, operating at both a strategic and tactical level with ease and often., • Pragmatic and outcome-oriented, leveraging data to make decisions., • Strong ability to adapt in a fast-paced, agile environment with exceptional organizational skills and ability to re-prioritize on a consistent basis., • Highly collaborative with people with the ability to build relationships quickly. What makes you stand out from the pack: • Past track record of rolling out automation at all levels of recruiting., • Scaling, recruiting and talent acquisition across multiple geographies., • Ability to thrive in a high velocity environment., • Willingness to embrace roles with both a hands on approach and strategic management approach., • Experience with Financial Services (FinTech, Wealth Management, Investment Banking) a huge plus.

The Digital Technical Partner is a senior leadership role that leads enterprise-scale digital transformation, owns client relationships, and drives excellence and drives revenue growth. This role combines the depth of a Principal Technical Architect with the accountability of an Engagement Manager. The individual will lead digital modernization initiatives across cloud platforms, applications, integrations, and emerging technologies, guiding clients through complex transformations from legacy ecosystems to modern, scalable, and secure digital architectures. This role owns the overall digital engagement across delivery, solutioning, staffing, financials, governance, and long-term client success. Key Responsibilities Client Engagement & Digital Strategy • Act as a trusted digital advisor to senior client stakeholders, aligning digital transformation initiatives with business strategy and measurable outcomes., • Lead discovery sessions and whiteboarding workshops to define digital, application, cloud, and platform modernization roadmaps., • Define and govern enterprise digital architectures, including cloud-native platforms, application modernization, integration patterns, APIs, and platform ecosystems., • Review and approve solution designs, architecture standards, and technology roadmaps for scalability, security, resilience, and performance., • Own revenue growth targets for assigned accounts and portfolios., • Lead pre-sales activities, including solutioning, proposal development, effort estimation, and executive-level presentations., • Identify, shape, and convert new opportunities across digital engineering, cloud, platform modernization, and transformation services., • Own end-to-end engagement execution across delivery governance, financials, resourcing, risk management, and timelines., • Ensure digital programs are delivered within scope, budget, and quality expectations., • Lead, mentor, and scale cross-functional teams including architects, engineers, and delivery leaders., • Drive staffing strategy, team performance management, and leadership development., • Ensure digital solutions comply with enterprise security, regulatory, and risk management standards., • Guide clients on secure architecture design, operational resilience, and compliance in regulated environments. Required Qualifications • Bachelor’s or master’s degree in computer science, Engineering, Information Systems, or a related field., • Extensive experience leading digital transformation, cloud adoption, and application modernization initiatives., • Strong track record of client ownership, engagement leadership, and revenue growth., • Deep understanding of enterprise and solution architecture, cloud-native design principles, integration strategies, and modern engineering practices., • Strong exposure to Banking and Financial Services or other highly regulated industries., • Excellent executive communication, stakeholder management, and negotiation skills., • Proven ability to lead large, cross-functional teams and complex client programs.

Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals. Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do. At NewGen, our employees are our greatest asset, and every team member—at every level—has a voice. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We’re looking for SOLVERS—people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you’ll work directly with industry experts to build your skills while supporting water utility clients across the country. Key Roles • Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators, • Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models, • Create understandable data visualizations using charts and user-friendly dashboards, • Clearly communicate results to clients in written reports and PowerPoint presentations, • Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making, • Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications • Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field, • 1 to 3 years of experience in a finance- or data-related role, • Strong working knowledge of Microsoft Excel, • Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.), • Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications • Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI, • Experience in the utilities industry, • Knowledge of programming languages for data analysis, such as Python, R, or SQL Qualities At NewGen, we’re looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is: • Structured — organized, methodical, and grounded in sound reasoning, • Ownership-driven — takes initiative and accountability for outcomes, • Logical — approaches problems with clear, evidence-based thinking, • Versatile — adapts quickly to changing needs, roles, and client priorities, • Elevating — lifts others through collaboration and positive influence, • Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!), • Exceptional attention to detail, • Excellent written and verbal communication skills, • Highly organized, with the ability to self-manage multiple priorities and deadlines, • Ability to transform, combine, analyze, and summarize large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. • Base compensation of $68,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities., • Annual bonuses of 8%, contingent on personal and company performance, • 401K plan with matching contributions, • Medical and dental insurance, • Paid vacations and holidays, • Paid maternity and paternity leave, • Meaningful opportunity for career progression within the organization, • Flexible work schedules (while being mindful of client deadlines), • Ongoing training, • Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days per week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

What We Do Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy with offices around the world. IntelliScript attracts top candidates with its innovative, collaborative, and entrepreneurial atmosphere focused on excellence, outstanding customer service, balance, and transparency. Everyone’s opinion counts here, and we motivate each other to explore our full and varied potential. Our steady growth means there are ongoing opportunities for you to expand your skills, take on new responsibilities, and advance in your career. Our team is smart, down-to-earth, and ready to listen to your best ideas. We reward excellence and offer competitive compensation and benefits. Visit our ___ for a closer look at our company, and learn more about our cultural values ___. Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our ___ to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact, and sustainability. What this position entails IntelliScript’s Data has been a key part of our success and is critical to our future. In this position as a Staff Data Engineer of IntelliScript’s Data Platform, you will be a trusted advisor across leadership and engineering team, responsible for technical decisions. You will ensure data systems work together across our hybrid environments with a focus on scale and performance. You will lead technical and architecture decisions in collaboration with architecture and data engineering teams while ensuring compliance with industry-leading data privacy standards. What you will be doing • Acts as a subject matter expert and thought leader within the Data Platform Domain, • Data Strategy: Serves as a thought leader in data processing design and implementation, defining advanced structure for moving, storing, and maintaining high-quality data, • Team Leadership: Leads projects by managing timelines, coordinating teams, and communicating project statuses. Influences organizational direction through effective leadership and strategic collaboration, • Data Governance and Security: Serves as a subject matter expert on governance standards, continuously aligning data practices with evolving industry best practices and requirements, • Project Management and Scope of Work: Contributes to defining the overall vision and strategy for data engineering within the organization, ensuring alignment with organizational goals and long-term objectives, • Results Orientation: Establishes visionary goals, advises on strategic plans, employs advanced monitoring, influences high-level stakeholders, and delivers transformative results, • Data Platform: Expansion of our Data Warehouse(s) and Lakehouse solutions for a healthcare data focused enterprise, • Data Governance: Configuring and maintaining unity catalog to enable enterprise data lineage, data quality, auditability and data stewardship, • Data Security: Building out Data Security protocols and best practices including the management of identified and de-identified (PHI/PII) solutions, • Access Management: Always ensure a policy of least privilege is followed for anything being implemented, • External Data Products: Building data solutions for clients while upholding the best standards for reliability, quality, and performance, • ETL: Building solutions within Delta Live Tables and automation of transformations, • Medallion Architecture: Building out performant enterprise-level medallion architecture(s), • Streaming and Batch Processing: Building fit-for-purpose near real-time streaming and batch solutions, • Large Data Management: Building out performant and efficient enterprise solutions for internal and external users for both structured and unstructured healthcare data, • Platform Engineering: Building out Infrastructure as Code using Terraform and Asset Bundles, • Costs: Working with the business to build cost effective and cost transparent Data solutions, • Pipeline/ETL Management: You will help architect, build, and maintain robust and scalable data pipelines, monitoring, and optimizing performance, • Experience working with Migration tools i.e. Fivetran, AWS technologies and custom solutions, • Identify and implement improvements to enhance data processing efficiency, • Design and implement reliable and resilient Event Driven data processing, • Experience with building out effective pipeline monitoring solutions, • Build the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL, Delta Live Tables, Python, Scala, and cloud-based ‘big data’ technologies, • API Development: Drive our design and implementation of internal APIs for integrating data between different systems and applications, • Integration with external systems utilizing API driven processes to ingest data, • Develop APIs built on top of datasets for internal systems to consume data from Databricks, • Experience integrating with external APIs including but not limited to Salesforce, Financial systems, HR systems and other external systems, • Data Modeling: Lead design, implementation, and maintenance of standards based (FHIR, OMOP, etc.) and efficient data models for both structured and unstructured data, • Assemble large, complex data sets that meet functional and non-functional business requirements, • Develop and maintain data models, ensuring they align with business objectives and data privacy regulations, • Collaboration: Partner internally and externally with key stakeholders to ensure we are providing meaningful, functional, and valuable data, • Effectively work with Data, Development, Analysts, Data Science, and Business team members to gather requirements, propose, and build solutions, • Communicate complex technical concepts to non-technical stakeholders and provide guidance on best practices, • Ensure that technology execution aligns with business strategy and provides efficient, secure solutions and systems, • Gather requirements and build out project plans to implement those requirements with forecasted efforts to implement, • Processes and Tools: Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc., • Build analytics tools that utilize the data pipeline to provide actionable insights into operational efficiency and other key business performance metrics, • Create data tools for clinical, analytics and data scientist team members that assist them in building and optimizing our product into an innovative industry leader, • Lead investigation of new tooling, develop implementation plans, and deployment of necessary tooling What we need • 15+ years of relevant experience in design, development, and testing of Data Platform solutions, such as Data Warehouses, Data Lakes, and Data Products, • Expert level experience working in Databricks and AWS, • Expert level experience working in both relational and non-relational databases such as SQL Server, PostgreSQL, DynamoDB, DocumentDB, • Experience managing and standardizing clinical data from structured and unstructured sources, • Experience building and managing solutions on AWS, • Expert knowledge in healthcare standards including FHIR, C-CDA, and traditional HL7, • Expert knowledge in clinical standards/ontologies including ICD10/SNOMED/NDC/LOINC/Rx Norm, • Expert in building out data models, data warehouses, designing of data lakes for enterprise and product use cases, • Familiarity with designing and building APIs, ETL and data ingestion processes and utilization of tools to support enterprise solutions, • Experience in performance tuning, query optimization, security, monitoring, and release management, • Experience working with and managing large, disparate, identified and de-identified data sets from multiple data sources, • Experience with building and deploying IAC using terraform, asset bundles and GitHub, • Experience collaborating with Data Science teams and building AI based solutions to drive efficiencies and business value What you bring to the table • Demonstrated “let’s find a way to do it” attitude – no task is too big or too small, • Effective collaboration and communication across multiple technical and non-technical disciplines, • Comfortable working through ambiguous situations, • Able to teach & mentor others on new/emerging technologies, • Customer obsessed with a business-centric focus, • Able to understand both strategic and tactical needs and balance appropriately, • Driven, thorough and self-directed, • Able to lead through influence and persuasion, • Curiosity to explore industry trends and drive the organization to utilize fit for purpose solutions Wish list • Bachelor's degree or master's degree in computer science, data engineering or related field, • Health and Life Insurance business experience, • Professional level solution architecture certification in AWS Location The expected application deadline for this job is June 30, 2026. This position is open to remote work. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events. Compensation The overall salary range for this role is $131,600 - $249,780. For candidates residing in: • Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $151,340 - $249,780., • All other locations the salary range is $131,600 - $217,200. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc. Benefits We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include: • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners, • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges, • 401(k) Plan – Includes a company matching program and profit-sharing contributions, • Discretionary Bonus Program – Recognizing employee contributions, • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses, • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis, • Holidays – A minimum of 10 paid holidays per year, • Family Building Benefits – Includes adoption and fertility assistance, • Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria, • Life Insurance & AD&D – 100% of premiums covered by Milliman, • Short-Term and Long-Term Disability – Fully paid by Milliman Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

Summary: The XBRL Solutions Developer is responsible for designing, building, and maintaining XBRL taxonomies, instance documents, and reporting solutions in support of digital regulatory finling systems. This role supports digital reporting initiatives, regulatory compliance requirements, and the automation of structured financial data exchange. The XBRL Solutions Developer provides full software lifecycle support, including requirements analysis, taxonomy design, data mapping, validation rule development, system integration, and ongoing operations and maintenance. This position ensures the accuracy, integrity and compliance of XBRL-enabled solutions within a regulated environment. Key Responsibilities & Duties: • Design and develop XBRL taxonomies and instance documents using XBRL 2.1 specifications;, • Contribute to the design and implementation of intuitive user interfaces for XBRL tagging, mapping, validation, and report rendering/preview features, ensuring accessibility and ease of use for non-technical stakeholders;, • Develop data-driven XBRL solutions to meet customer or regulatory requirements;, • Create specifications for XBRL taxonomies, and validation rules;, • Integrate APIs and third-party XBRL libraries leveraging tools such as Arelle for tagging automation;, • Design and implement XBRL mapping and export/import functionalities;, • Work with XML, JSON, and related parsing tools to process and validate structured data;, • Collaborate with internal teams and stakeholders to gather requirements and align reporting outputs;, • Support production deployments, troubleshoot issues, and enhance XBRL-enabled solutions;, • Document system designs and taxonomy structures;, • Perform routine software maintenance;, • Address security vulnerabilities;, • Improve operations by conducting systems analysis; recommending changes in policies and procedures;, • Act as a trusted technical advisor to customer Information Technology managers;, • Provide technical leadership on the assigned portfolio of applications;, • Coordinate various required technical reviews to ensure solutions meet the existing standards. Assist with presentation at the Technical Review Board (TRB) design meeting;, • Participate in the requirements gathering sessions to understand business needs, and provide inputs to the technical requirements;, • Document and demonstrate complex solutions by developing documentation;, • Work with project manager or product owner to meet project needs;, • Recommend software upgrades to optimize operational efficiency;, • Collaborate with other developers to operate, maintain and enhance software systems;, • Determine system specifications, input/out processes, and working parameters for hardware/software capability;, • Bachelor’s Degree in Computer Science, Information Systems, Accounting or Finance;, • Proficiency in developing dynamic, responsive frontend components integrated with backend XBRL processing;, • Strong understanding of financial accounting and regulatory reporting frameworks;, • XBRL taxonomy design and development expertise;, • Proficiency with XML, XML DOM, XSD, JSON, REST/SOAP APIs;, • Experience with Node.js, JavaScript, .NET Core, Angular, Visual Studio, Azure DevOps, GIT;, • Knowledge of SQL Server and structured data models;, • Experience working in an Agile development environment;, • Strong attention to detail, analytical ability, and communication skills;, • Experience in developing complex IT solutions a plus;, • Previous experience in software development, • Experience in software operations and maintenance;, • Focused on usability and performance improvements;, • Deadline and detail-oriented;, • Must be self- driven and have the ability to collaborate with in a small distributed team;, • Must have strong working knowledge of the software lifecycle including the design, development, test & implementation of systems solutions touching on a wide variety of technologies;, • Knowledge of modern software development frameworks and structured data processing technologies; Dunbar Consulting, Inc. is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, disability, protected veteran status, or any other protected characteristic prohibited by state or federal law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity. Salary Range $110,000 - $155,000

Who we need Infinity Software has been part of Aquila since 2021. We build software that helps alternative lending institutions lend money to all individuals regardless of their financial history. At Infinity, we recognize that the only way for our clients to perform better is for our software to outperform the status quo, surpass the competition, and exceed expectations. Our highly customizable platform delivers functionality to manage loan products, marketing campaigns, collections, analytics, and reporting with precision and efficiency. Reporting to the Senior Manager, Customer Success, we are looking for a Customer Support Specialist. You will be the trusted point of contact for a portfolio of 20 to 40 clients across the United States and Canada. You will ensure timely, accurate, and professional support by managing inquiries, troubleshooting technical issues, and guiding users through software features. Your ability to handle multiple priorities, provide real-time assistance via phone, chat, and email, and maintain a clear and friendly communication style will be essential to creating an exceptional client experience. This is a full time, fully remote position within the United States or Canada with working hours aligned to 9am - 5pm PST. What’s in it for you Challenges. You are seeking a customer support role where no two days are the same. This is an opportunity to provide technical support and training to a diverse audience on complex and highly customizable solutions that undergo regular updates and enhancements. You want to be part of a mission-driven organization where your expertise directly helps customers extend access to small loans for individuals who need them most. Impact. At Infinity, we have built a focused, fun, and collaborative remote environment where talented individuals come together to create something meaningful. We are committed to fulfilling our mission—to give both our employees and customers the freedom to grow. With 4 billion people globally excluded from traditional financial systems, your work will have real-world impact. Professional growth. You will work alongside a manager who brings a coaching mindset to leadership; someone who wants to support you as a valued team member and unique individual. A former collegiate baseball player and current coach, he is dedicated to helping you refine your skills, play to your strengths, and advance your career, enabling you to deliver your best performance consistently. As part of Constellation Software, you will have access to continuous learning, internal mobility, and advancement opportunities within Infinity, Aquila, or another business line. How you will make an impact: • Customer support. You will manage incoming support requests, triage emails and calls, create tickets when needed, and resolve issues efficiently. You will address concerns from password resets to functionality questions with professionalism and accuracy. You will provide real-time assistance and follow up consistently to ensure resolution and client satisfaction., • Problem resolution and collaboration. You will be responsible for thoroughly researching and documenting solutions to complex issues by digging into historical data, reviewing past closed tickets, and leveraging internal team knowledge. You will collaborate closely with Developers and Business Analysts, actively engage in group communication channels to share findings, and contribute to efficient, client-focused solutions. You will actively participate in team meetings, training sessions, and webinars to ensure alignment and ongoing development., • The experience. You have 2+ years of experience in technical customer support, ideally in a startup or high-growth environment. You thrive in a fast-paced setting where your initiative, drive, and autonomy meet and exceed the needs of customers. You take a service-oriented and solution-oriented approach to every problem, conducting thorough research, gaining valuable insights, and applying your findings to solve complex issues effectively., • The flexibility. You are available to work from 9:00 a.m. to 5:00 p.m. Pacific Time (PST) to provide responsive support to our clients during their business hours., • The technical skills. You are proficient with Microsoft Office, databases, and remote access tools. You have a growth mindset and can quickly come up to speed on new releases and functionality, learning new tools quickly. You are comfortable learning and adapting to new technologies, including chatbots, automated ticketing systems, and AI-enhanced help desk platforms, and you understand how these tools can streamline and enhance support workflows., • The solution focus. You are analytical, detail-oriented, and client-focused with strong critical thinking, problem-solving, and organizational skills. You can identify patterns, reference prior resolutions, and build upon existing documentation. Aquila is a division of Constellation Software Inc., one of the largest and most successful software companies in Canada and the most successful technology stock in Canada over the last 10 years [TSE: CSU]. Our entrepreneurial culture, lean environment, and people come together to form a dynamic organization where purpose drives our growth. This is a place where high performance and hard work are rewarded, where leaders are grown, and where the best ideas win. With the autonomy to be creative and curious, we collaborate and iterate to achieve real impact in the communities we support. We spend our days asking questions and challenging the status quo, manipulating our structure, roles, and internal operations in order to stay ahead in a competitive landscape. If you share our growth mindset, relationship-focused approach, and high moral fiber, you will thrive at Aquila. Apply now. Diversity and inclusion are not mere words on paper to us. We welcome and appreciate candidates with a range of backgrounds and experiences. If you have most of the qualifications we are seeking, and want to play an integral role in our success, apply to express your interest. What you can expect from our interview process: • A virtual interview with a Talent Advisor to express your interest in the role and share your experience. The conversation will be recorded using BrightHire, an AI-powered video interview tool. More details will be shared when you are invited to interview., • A virtual technical interview with the Senior Manager, Customer Success and the Team Lead, to review your technical knowledge and customer service approach and to explore how you fit with the role and the team. #LI-Remote #LI-DNI

WE'RE LUMA HEALTH. Needing healthcare can be hard — getting care shouldn’t be. We built___ because we are all patients. We believe it should be easy to see and connect with our doctor. To get the care we need, when we need it. So, we’ve created solutions to fix this problem. Our technology makes messaging easier, scheduling appointments more efficient, and it modernizes care delivery from beginning to end. Customer Success Executive What YOU will do at Luma Health We are looking for a highly driven and empathetic Customer Success Executive to serve as a trusted advisor to our strategic customer base, comprising large health & hospital systems and Academic Medical Centers across the country. As a Customer Success Executive (CSE), you will play a key role in ensuring our customers derive maximum value from our products and services. You will manage a portfolio of strategic healthcare clients, responsible for building strong relationships at all levels within the customer’s organization, and acting as a trusted advisor. You will be responsible for driving customer adoption, usage, satisfaction, retention, and growth, while leveraging deep industry and product knowledge to support our clients' long-term success. Key Responsibilities: • Customer Relationship Management:, • Develop and nurture relationships with key stakeholders at healthcare organizations, including executive teams, clinical leaders, and operational managers., • Serve as the primary point of contact for high-value clients, ensuring their needs are met and addressing concerns in a timely, professional manner., • Onboarding & Adoption:, • Lead the team through the onboarding of new customers, working closely with internal teams to ensure seamless implementation and integration of our solutions into customer workflows., • Drive product adoption and usage, working with clients to optimize their use of the platform and ensuring they achieve their desired outcomes., • Strategic Planning & Account Growth:, • Work closely with clients to understand their business goals, challenges, and strategic priorities, tailoring solutions to meet their needs., • Identify opportunities for upselling and cross-selling, positioning new products and features that align with customer objectives., • Customer Success Strategy:, • Develop and implement customer success plans that align with customer goals and KPIs, ensuring measurable outcomes., • Monitor customer health metrics (e.g., engagement, retention, satisfaction) and proactively address issues that may lead to churn or dissatisfaction., • Conduct regular business reviews with customers to track progress, showcase value, and identify areas for improvement., • Data-Driven Insights:, • Analyze customer data and feedback to derive actionable insights that help improve product offerings and customer success processes., • Use data to drive customer outcomes, presenting reports and updates to both clients and internal stakeholders., • Advocacy & Thought Leadership:, • Serve as an advocate for the customer within the company, ensuring their needs and feedback are communicated to relevant teams, such as Product and Engineering., • Stay informed on industry trends, regulations, and technology developments in healthcare, positioning yourself as a trusted advisor to clients., • Collaboration & Cross-Functional Support:, • Work closely with internal teams, including Sales, Product, and Support, to ensure customer needs are met and issues are resolved promptly., • Provide training and education to both customers and internal stakeholders on the best practices for using our products and services. Who You Are • 5+ years of relevant work experience in customer success or account management. SaaS experience preferred, • Excellent project management skills and ability to collaborate across multiple internal and external stakeholders, • Have exceptional written and verbal communication skills, • You have proven success in building trust and driving results for a broad range of stakeholders: senior executives, IT, and day-to-day users of the software, • Ability to quickly identify underlying drivers of problems, quickly develop hypotheses, and execute on a path to solve, • Proven record of unblocking relationships, turning detractors into advocates, and driving issues to resolution with great client satisfaction, • Tech-savvy and possess strong analytical skills: i.e., can analyze source material and verify accuracy and completeness of details, • Growth company DNA -- ability to thrive in a dynamic, fast-paced startup environment, • Proven Success in growing annual account spend over time. Nice to have: • Healthcare, EMR, EHR Consulting, or Product Management experience, • Process building experience, • Upsell experience We Take Care of You! • Competitive Health Benefits: Luma Health covers 99% of the employee and 85% of the dependent premium costs., • Work Life Balance, • Flexible Time Off, • Wellness Programs, • Discounted Perks, • 401(k) and Company Equity Don’t meet every single requirement? At Luma Health we are dedicated to building an inclusive workplace so if you’re excited about this role but your past experience doesn’t align with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Luma Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We believe in order to thrive, businesses need a diverse team and leadership. We welcome every race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. Everyone is welcome here. Come join us if you want to make a difference in health care. Pay Transparency Notice: Depending on your work location and experience, the target annual salary for this position can range as detailed below. Full time offers from Luma also include incentive plan + stock options + benefits (including medical, dental, and vision.) Base Pay Range: $90,000—$110,000 USD Please note that you will never be asked to submit payment or share financial information to participate in our interview process. All emails from Luma Health will come from "@lumahealth.io" email addresses. Any emails from other email addresses are scams. If you suspect that you've been contacted by a scammer, we recommend you cease all communication with the scammer and contact the FBI Internet Crime Complaint Center. If you'd like to verify the legitimacy of an email you've received from Luma Health recruiting, forward it to .

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

Who we are: Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at ___. Galileo Financial Technologies, LLC seeks Business Solution Architect/Product Owner in Sandy, UT: Job Duties: Lead the design and architecture of Cyberbank solutions that meet client needs and align with industry best practices. Define and lead Discovery sessions to evaluate high-level business solutions. Create the Discovery plan and conduct the functional gap/delta analysis in collaboration with the Core Delivery Lead (CDL), Digital Delivery Lead (DDL), Chapter Director (CHD), Solution Architect (SA), and Core Delivery Manager (CDM). Conduct solution demonstrations and workshops to showcase Cyberbank software capabilities and gather client feedback. Serve as a trusted advisor to clients, offering strategic insights and recommendations to maximize the value of our Cyberbank software solutions. Design the Client Solution to adopt and adapt the existing out-of-the-box features from Cyberbank Core that best fit the client’s needs and reduce gaps/deltas. Build, manage, and prioritize the project Backlog through continuous refinement. Create the project roadmap and Sprint scope definition. Act as the key contact between the client to ensure the Team understands the client’s needs and expectations, product goals, scope, and vision. Work with Solution Architects (SAs) to identify external vendors and dependencies. Work with the Business Analyst (BA) to create and refine User Stories and establish the acceptance criteria for each story. Help the Team set the goals for each Sprint and communicate them to the Development Team. Validate that the end-to-end functionality meets the business and client requirements. Keep the Team and stakeholders informed of backlog status, Sprint progress, risks, and issues. Work closely with the Scrum Master (SM) and the Project Managers (PMs) to share findings and best practices, anticipate, and resolve product and story-related issues. Facilitate Sprint Review Demos. Collaborate on improving established processes, documents, tools, or any key project deliverable based on experience and lessons learned. Support pre-sales activities, including solution scoping, requirements gathering, and proposal development, as needed. Telecommuting is an option. Minimum Requirements: Master’s degree (or its foreign degree equivalent) in Computer Science, Engineering (any field), or a related quantitative discipline, and two (2) years of experience in the job offered or in any occupation in related field OR Bachelor’s degree (or its foreign degree equivalent) in Computer Science, Engineering (any field), or a related quantitative discipline, and five (5) years of progressively responsible experience in the job offered or in any occupation in related field. Special Skill Requirements: (1) Cyberbank Core Deposits module; (2) Cyberbank Core Customers module; (3) Cyberbank Core Loans module; (4) Cyberbank Deployment Methodology; (5) Agile projects (2 years); (6) Experience implementing banking core solutions, online banking/mobile solutions; (7) Deep business knowledge of the banking industry (retail/consumer, small business, Deposits, and Lending); (8) Payments related to wire transfers; (9) Automated Clearing House (ACH) processes; and (10) Check 21 regulations and procedures. Any suitable combination of education, training and/or experience is acceptable. Telecommuting is an option. Salary: $183,800.00 - $202,180.00 per annum & standard company benefits. Submit resume with references using the apply button on this posting or by email to: Req.# 268.2 at: ATTN: HR, ___. Application Deadline: 03/13/2026 #LI-DNI Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below. Benefits To view all of our comprehensive and competitive benefits, visit our ___ page! US-Based Base Compensation $183,800 - $202,180 USD Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email ___ Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings. We're looking for people who share our passion and are driven to tackle challenges, find solutions and make the financial space better for the communities we serve. Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most, particularly the 100 million+ Americans who have no or low credit. We celebrate diversity and are committed to creating an inclusive environment for all employees. To that end, we seek to recruit, develop and retain the most talented people from a diverse candidate pool. As a Distinguished Software Architect focused primarily on our front-end platform, you will shape the long-term architectural vision and strategy for Self’s client applications and BFF microservices while maintaining enterprise-wide architectural coherence across the system. You will be responsible for elevating the architecture of our client applications to enterprise scale, ensuring they are resilient, secure, performant, accessible, and adaptable for future growth. You will influence backend and platform decisions when they intersect with client applications, ensuring a clear boundary between backend systems dedicated to client applications (BFFs) and our other backend systems. You will serve as a trusted advisor to senior leadership and a mentor to architects and engineers across the organization, influencing through technical leadership rather than direct people management. Strategic Architecture Leadership • Define and champion the enterprise front-end architecture strategy across client platforms and BFF microservices. Ensure we meet our business objectives through implementations that support maintainability, reliability, and scalability., • Lead and deliver complex, business-critical, cross-team initiatives, influencing both technical and organizational outcomes., • Establish standards in the client applications around design library, shared components, graphQL, web-analytics, experimentation, state management, and client observability., • Ensure architectural coherence between BFF microservices and core backend microservices. Establish clear delineations of responsibilities between systems to support decoupled interfaces that allow for independent decoupled development., • Map and evolve our microservice architecture using Domain-Driven Design (DDD) principles, clarifying ownership and reducing coupling across front-end, BFF, and core backend systems., • Collaborate across engineering, product, DevOps, security, and data to define and govern architecture standards spanning APIs, data contracts, security, performance, observability, and deployment practices., • Lead and execute complex, business-critical, cross-team initiatives requiring enterprise-grade alignment across client, product, and platform systems., • Guide engineering direction through influence, collaboration, and deep technical expertise rather than formal authority. Front-End Platform Excellence & Modernization • Lead the evolution of our front-end technology stack (e.g., React, TypeScript, Next.js or similar), ensuring maintainability, scalability, and a strong developer experience., • Architect scalable design systems and shared component libraries that enable consistency, accessibility (WCAG), and rapid product delivery across teams., • Help define and standardize a design library that supports a cohesive look and feel for components throughout our client applications., • Define standards for client application performance optimization (Core Web Vitals, bundle strategy, rendering patterns such as SSR/SSG/CSR), resilience, and client-side monitoring., • Establish secure client architecture standards, including authentication flows (OAuth/OIDC), session management, and protection against common vulnerabilities (XSS, CSRF, etc.)., • Define testing and CI/CD strategies for front-end platform systems, including automated quality gates, preview environments, and release governance. Cross-Domain & System Modernization • Partner with platform, data, and core backend teams to implement clean, versioned service interfaces that enable seamless integration with client applications., • Advocate for scalable architectural patterns across the full stack, ensuring front-end and core backend decisions are aligned and made with the future in mind. Influence & Stakeholder Alignment • Align executives, product leaders, design leadership, and engineering managers around architectural standards and long-term client platform strategy., • Serve as a trusted technical advisor to senior executives, influencing investment decisions and long-range planning for customer-facing systems and enterprise platforms., • Facilitate architecture forums, guilds, and trainings that promote shared learning and cross-domain consistency., • Champion architectural excellence in large-scale programs, ensuring both enterprise integrity and exceptional customer experience., • Act as a thought leader and mentor to Principal Engineers, Senior Architects, and Staff Engineers across both front-end and backend domains., • Foster a culture of technical excellence, accessibility, performance awareness, and architectural rigor., • Identify and evaluate emerging front-end technologies, frameworks, and industry trends while maintaining disciplined governance standards., • Establish scalable architectural governance practices that balance innovation with enterprise stability and risk management., • 12+ years of progressive experience in software architecture and system design, with demonstrated impact across multiple domains and large-scale distributed systems., • Deep expertise in Domain-Driven Design (DDD), microservice architecture, and API-driven ecosystems; proven ability to decompose and modernize complex legacy systems., • Experience with python and/or javascript microservices., • Experience with postgres and AWS., • Experience with web and app frameworks like react and react native., • Broad, hands-on knowledge across the modern technology stack - covering cloud-native platforms, data infrastructure, event-driven systems, CI/CD pipelines, and observability tooling., • Proven success in leading and delivering complex, business-critical, cross-team initiatives, influencing both technical and organizational outcomes., • Demonstrated success in defining and governing architecture standards and frameworks at an enterprise scale., • Exceptional stakeholder management and communication skills, with the ability to influence technical direction at the executive level., • Proven leadership in building technical alignment across multiple teams and mentoring senior engineers and architects., • A strategic mindset with the ability to balance technical rigor with business outcomes., • Strong track record of translating architectural vision into measurable engineering and business results. Benefits and Perks: We have the compensation and benefits you expect. But there's one thing that Self Financial can offer that many companies cannot: we can positively change the world, while making a profit. We are a team of Builders, empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do, and we hope you value that approach, too. Our perks include: • Company equity in the form of Stock Options, • Performance-based bonuses, • Generous employer-paid health, vision and dental insurance coverage, • Flexible vacation policy, • Educational assistance, • Free gym membership, • Casual dress code, • Team building events and activities, • Remote work arrangements/ flexible work schedule, • Paid parental leave Self Financial requires all employees hired to successfully pass a background check. We are an Equal Opportunity Employer. At this time, we are only able to consider applicants who are U.S. Citizens or Green Card Holders for employment opportunities. We appreciate your understanding.

Role Description: We are seeking a mission-driven Technical Customer Success Manager to join our Team and work directly with our Commercial CS Leader. This role blends strategic account management with deep technical advisory support to ensure customers achieve maximum value from our platform. Responsibilities: As the main point of contact for key accounts, you will build strong relationships with leadership and technical teams to ensure they are getting the most from the platform. You will act as a strategic advisor together with our engineers, helping customers navigate their platform and requirements while solving any roadblocks they encounter. By deeply understanding their goals, you will ensure long-term success, driving high adoption rates and identifying opportunities to grow the partnership. Mission & Account Ownership: • Serve as the primary post-sales success lead for assigned commercial accounts, • Build trusted relationships with program leadership, DevSecOps teams, and security stakeholders, • Develop and execute mission-aligned success plans for our customers, • Lead Quarterly/Executive Reviews focused on operational readiness and mission outcomes, • Proactively identify adoption gaps, compliance risks, and expansion opportunities Technical Advisory & Enablement: • Assist customers on Kubernetes-based platform architecture questions, • Understand what secure implementations in IL2/IL4/IL5/IL6 and air-gapped environments, • Advise on DevSecOps pipelines, GitOps workflows, and secure software delivery, • Troubleshoot complex deployment challenges in partnership with Engineering, • Articulate customer requirements related to compliance (e.g., RMF, STIGs, cATO, Zero Trust) Growth & Expansion: • Identify mission renewals & expansion opportunities across our customer base, • Drive deeper platform adoption across development teams Success Metrics: • Platform adoption across mission programs, • Renewal and expansion within assigned accounts, • Time-to-operational capability, • Customer health and satisfaction, • Successful secure deployments in classified environments The listed responsibilities are not exhaustive and additional responsibilities may be assigned or discovered based on the evolving needs of the organization. The successful candidate is a dynamic individual who is able to adapt and take on new responsibilities as they arise. You will be expected not just to fill gaps as they arise, but proactively identify and take ownership of gaps to drive toward new processes and solutions. • Excellent verbal and written communication skills; the ability to effectively interact with Heroes, stakeholders, and team members at all levels of the organization and across all Departments, • Excellent interpersonal skills, with the ability to effectively adapt communication behaviors and tactics to improve working relationships and optimize mission outcomes, • Exceptional problem-solving and decision-making abilities, with a strategic mindset, • Experience transitioning mission value delivery from services to productized approaches, • Experience and comfort facilitating cross-department problem solving exercises that drive business insights and turn inputs into decisions, • Experience supporting business initiatives across functional areas to inform business strategy and evolution, • Experience with day to day systems like: Hubspot, Github, Unthread (support ticketing) & Notion, • Experience operating in air-gapped or classified environments, • Experience working with platform engineering teams, • Background in cloud-native technologies (AWS, Azure, on-prem Kubernetes), • Familiarity with open-source ecosystems Full compensation packages are based on candidate experience. Compensation ranges are established using national benchmarking data and apply across all geographic locations within the United States. Remote - USA $123,250 - $166,750 USD Defense Unicorns delivers mission value by streamlining software delivery so our customers can focus on the most important challenges. We share a vision of freedom and security for the advancement of progress and innovation. Our commitment to this vision, and to our mission-driven customers, means a commitment to speed, user experience and optionality, without compromising security. Our team is composed of innovators, software engineers, and veterans with decades of experience delivering technology programs across the federal market. We create and deliver secure solutions for continuous software integration and delivery. Defense Unicorns consolidates the best practices for security pipelines, testing, and deployment automation in order to meet the high security requirements valued by mission owners. Our solutions are agnostic by design and we believe that growing a robust ecosystem of secure, cloud-native software solutions can help enterprise customers inside and outside the federal market buy and integrate software more easily. Defense Unicorns’ customers are mission-focused leaders across public and private enterprises. We proudly support defense and civil agencies across the U.S. government and we work closely with the creators of leading-edge software solutions to deliver value to the mission-owner by improving the security and consumability of commercial software products. • Kubernetes, • Cloud Environments (AWS/GCP and Azure), • Infrastructure-as-code (like Terraform/Pulumi), • Continuous Delivery and automation tooling, • GitOps, • Containers, • CNCF projects and open source products and packages, • Helm/Kustomize-Value Stream Mapping, • Building and improving security delivery, • Building Kubernetes and cloud native applications Health: • Medical/Dental/Vision, • Premiums are 100% Company Paid, • Health Reimbursement Account, • Life Insurance, • Disability Insurance Financial: • 401k Retirement Plan, • Company Stock Options, • Home Office Budget Leave: • Unlimited paid time off, with a mandatory 10 days off on top of 11 federal government holidays, week of Thanksgiving, last two weeks of December (including New Year’s Day), • Paid Parental Leave Learning: • Reimbursement for approved trainings/subscriptions, • Conferences (travel, lodging, and fees) Don’t have all the preferred experience or qualifications? Studies show that underrepresented groups like women and people of color are less likely to apply to jobs if they don't meet every requirement listed. At Defense Unicorns, we're committed to diversity. If you're enthusiastic about the role but don't match every criteria, we encourage you to apply. You could be the perfect fit for this or another role! Defense Unicorns is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity or expression, age, national origin, veteran status, genetic information, union status and/or beliefs, or any other characteristic protected by federal, state, or local law.

Job Description Role Purpose Lead and own the end-to-end technology, data and digital strategy for OXXO USA, ensuring operational stability, information security, financial discipline, and scalable growth, fully aligned with the Long-Range Plan (LRP) and PAM/FEMSA Retail architectural standards. The CIO serves as a key member of the Senior Leadership Team, acting as a strategic advisor to the CEO and executive leadership, accountable for translating technology into business value, profitability, compliance and long-term competitiveness across convenience retail and fuel operations. Key Competencies & Responsibilities Executive Leadership & Strategy • Serve as a core member of the Senior Leadership Team, providing executive input on technology, data and digital initiatives., • Lead the development and execution of the IT and digital strategy, aligned with business priorities, operational needs (stores and fuel stations), regulatory requirements, and long-term growth objectives., • Advise executive leadership on emerging technology trends, risks and opportunities, including their operational, financial and strategic impact., • Act as a strategic business partner, elevating technology discussions from operational execution to enterprise value creation. Technology Operations & Service Delivery • Provide executive oversight for the planning, implementation and operation of enterprise technology systems, including POS, ERP (SAP), fuel platform, PDI – store operations, integrations, infrastructure, cloud and data platforms., • Ensure the reliable, secure, and continuous delivery of IT services through performance monitoring, service management practices and vendor oversight., • Establish and maintain an effective IT organizational structure, staffing model, and operating framework aligned with business priorities and service delivery needs., • Identify, evaluate and recommend cost-effective technology investments, including sourcing strategies, vendor solutions, managed services and internal capabilities., • Assess and clearly communicate the benefits, risks and costs associated with technology initiatives and investments. Information Security, Risk & Governance Oversight • Serve as the executive accountable for information security, data privacy and technology risk management across OXXO USA., • Establish and maintain governance structures, policies and oversight processes for:, • Cybersecurity, • Data protection and privacy, • Vendor and third-party risk management, • Regulatory and compliance requirements relevant to retail and fuel operations, • Ensure alignment with applicable U.S. federal and state regulations, industry standards and corporate FEMSA policies., • Oversee cybersecurity incident response planning, breach management and coordination with Legal, Compliance and external partners., • Ensure regular technology and security risk assessments, audits and remediation activities are executed and tracked to completion., • While the CIO retains executive accountability for security and technology risk, operational execution may be delegated to IT leadership or external partners. Project, Data & Vendor Management • Oversee governance, prioritization and execution of the IT project portfolio, including major system acquisitions, implementations and upgrades., • Partner with operations, finance and commercial leaders to define business and system requirements for new and enhanced solutions., • Review and approve hardware, software and services contracts, pursuing enterprise or master agreements to drive efficiency and cost savings., • Establish and oversee data governance practices to ensure data availability, integrity, usability and security., • Build and manage strategic relationships with technology vendors, integrators and external partners. People Leadership • Lead the recruitment, development, performance management and retention of IT leaders and staff in alignment with organizational goals and budget., • Build a high-performing, accountable and service-oriented IT culture., • Develop leadership bench strength, succession plans and continuous capability improvement. Required Profile (Non-Negotiable) Leadership & Business • Proven experience as CIO or IT Director in retail, fuel, consumer or multi-site environments., • Strong financial acumen (P&L, ROI, CAPEX/OPEX)., • Executive presence and ability to influence at CEO and Board level., • Experience operating in complex, high-visibility environments. Technical & Industry Experience • Strong experience with SAP ecosystems (finance, retail)., • Hands-on experience with PDI platforms supporting store/station ops, fuel pricing operations., • Solid understanding of convenience store and gas station operations, including regulatory and continuity requirements., • Experience managing POS, ERP, integrations, infrastructure and data platforms at scale. Language • Bilingual: English and Spanish (required). Success Metrics • Operational stability across stores and fuel stations., • Cybersecurity and technology risk posture., • Budget adherence and ROI realization., • Executive stakeholder satisfaction., • Progress against strategic roadmap., • Talent development and succession readiness.

About Leon Capital Group Founded in 2006 by Fernando De Leon, Leon Capital Group is a Dallas-based diversified holding company that combines the best attributes of family office flexibility and institutional quality investing, with the singular objective of durable compound interest. What began as a modest, privately-owned real estate development company has since evolved into a multi-industry enterprise spanning financial services, healthcare, real estate, and technology, with $10B+ in cumulative assets across 25 platforms and 400+ acquired businesses. Leon is not a private equity fund. The firm conceives, builds, owns, and operates companies, with frontline working principals who are intensely focused on protecting margins and continuously enhancing value. For professionals who join LCG, that means meaningful scope, long-term alignment, and the resources of a well-capitalized institution without the constraints of a fund-driven timeline. Position Overview Leon Capital Group is seeking an Associate General Counsel, Financial Services Group to support the legal, regulatory, and transactional functions for a number of business entities within its Financial Services Group ("FSG"), including its wealth management, insurance and reinsurance, consumer and corporate credit, and asset management businesses. This is a high-ownership legal role for an attorney who is ready to move beyond a narrowly defined practice and take on substantive responsibility across a complex, multi-entity financial services platform. The Associate General Counsel will work directly with senior legal and executive leadership, owning meaningful work from day one while contributing to the FSG's mission of remaining structurally sound, regulator-ready, and positioned to scale. The right candidate is commercially oriented, exercises sound independent judgment, and brings a practical approach to legal and regulatory challenges that enables the business to move with speed and confidence. This role is particularly well-suited for an attorney with a meaningful foundation in: • Registered Investment Adviser (RIA) regulation and SEC oversight., • Insurance/reinsurance legal and regulatory frameworks., • Operating within complex, multi-entity financial platforms. Key Responsibilities: Regulatory & Compliance Leadership: • Support all legal and regulatory matters for the FSG, including RIA and insurance/reinsurance entities., • Assist in designing, implementing, and continuously refining compliance frameworks aligned with SEC and state regulatory requirements., • Support preparation for and response to SEC examinations, regulatory inquiries, and audits., • Ensure adherence to the Investment Advisers Act and related fiduciary and disclosure obligations., • Assist in managing relationships with regulators, including the SEC, FINRA, and state insurance authorities. Legal Strategy & Business Operations: • Act as a trusted advisor to FSG leadership, integrating legal considerations into strategic and operational decisions., • Provide practical, business-oriented counsel that enables growth while managing risk., • Support the structuring and launch of new products, vehicles, and entities across the FSG., • Advise on governance, fiduciary responsibilities, and enterprise risk management. Transactional Support: • Support legal oversight of transactions across credit, insurance, and investment activities within the FSG., • Review and structure complex agreements, ensuring alignment with regulatory requirements and commercial objectives., • Partner with investment and operating teams to facilitate execution, not impede it. Governance & Risk Management: • Support the establishment and maintenance of strong corporate governance practices across FSG entities., • Assist in identifying and mitigating legal, regulatory, and reputational risks., • Contribute to the development of internal policies, procedures, and training to ensure a culture of compliance., • Coordinate with outside counsel on disputes, investigations, and litigation matters as directed. Platform Build & Infrastructure: • Contribute to building and scaling the legal and compliance function supporting the FSG., • Partner with leadership to support expansion into new products, geographies, and regulatory regimes., • Help ensure legal infrastructure keeps pace with business complexity and growth. Qualifications: Required: • JD from an accredited law school; active bar membership., • 5–7+ years of legal experience, with meaningful exposure to financial services law; equivalent combination of education and experience will also be considered., • Working knowledge of RIA regulation, SEC compliance, and investment adviser frameworks., • Experience supporting regulatory examinations, inquiries, or enforcement matters., • Understanding of corporate governance and compliance program fundamentals. Preferred: • In-house experience within an investment manager, financial institution, broker-dealer, or insurance platform., • Exposure to insurance or reinsurance regulatory environments., • Background supporting multi-entity or platform-based businesses., • Experience with ERISA, broker-dealer regulation, or financial services transactional matters. What We Are Looking For LCG is seeking an attorney who is commercially oriented, intellectually curious, and ready to take ownership of meaningful legal work inside a fast-moving, founder-led organization. The Associate General Counsel who succeeds here will bring strong technical judgment, a practical approach to problem-solving, and the ambition to grow into a senior legal leadership role as the FSG platform scales. This is a ground-floor opportunity to build something significant inside a well-capitalized firm with a long-term ownership mindset. Candidates who are looking for meaningful scope, direct access to senior leadership, and a clear path to expanded responsibility should apply.

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach—working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values. Responsibilities: • Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning., • Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies., • Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation., • Maintain and expand client relationships through proactive engagement and thought leadership., • Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel. Qualifications: • JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in)., • Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families., • Proven expertise in business succession planning, charitable giving strategies, and entity structuring., • Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships., • Leadership experience and a commitment to collaborative client service. Benefits: • Competitive compensation package with performance-based incentives., • Comprehensive health, dental, and vision insurance., • 401(k) plan with firm contributions., • A collaborative, collegial environment with a strong team culture., • Resources and support for business development and practice growth., • A respected platform for delivering exceptional legal services in estate and wealth planning. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal () or you can hit apply now.

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. SmartAsset’s Data Engineering team builds and maintains the scalable, low-latency systems that power data access across the company. Our platform supports real-time and batch data needs for analytics, reporting, and machine learning, serving teams across Marketing, Product, Sales, and Finance. You’ll be part of a growing data organization that includes analysts, data scientists, and ML engineers that are at the forefront of AI/ML application for the company. As a Senior Data Engineer, you'll work cross-functionally to evolve our architecture, optimize data latency, and build robust solutions that enable data-driven decisions at scale. SmartAsset is looking for a seasoned Senior Data Engineer with 7+ years of hands-on experience to help build and optimize the backbone of our data platform. In this role, you’ll design and implement high-impact, cloud-native solutions that improve data reliability, reduce latency, and scale with our growing business. You’ll play a key role in enabling data products, real-time analytics, and cross-functional decision-making by delivering clean, well-structured, and accessible data. Architect, design, implement, and operate end-to-end data engineering solutions using Agile methodology. • Develop and manage robust data integrations with external vendors and organizations (including complex API integrations)., • Collaborate closely with Data Analysts, Data Scientists, DBAs, and cross-functional teams to understand requirements and deliver high-impact data solutions., • Lead and take ownership of assigned technical projects in a fast-paced environment., • Drive continuous improvement in the quality, security, efficiency, and scalability of our data pipelines and infrastructure., • Bachelor of Science degree in Computer Science or equivalent practical experience., • 4+ years of dedicated experience building and maintaining complex ETL/ELT pipelines., • 3+ years of Python development experience, specifically building production-grade data APIs using FastAPI or similar frameworks., • Strong expertise in SQL, including advanced query optimization and performance tuning., • Expert-level proficiency in dbt implementation, including managing models, macros, and incremental and dynamic tables., • Extensive hands-on experience with Snowflake, including performance optimization, data recovery using Time Travel, and advanced data modeling techniques., • Practical experience with key AWS data services such as Kinesis, Firehose, Redshift, Spectrum, Elastic MapReduce, and Lambda; and container orchestration services like ECS and EKS for deploying and managing data applications., • Proven experience designing and building near real-time data processing systems., • Experience with data observability tools for proactive monitoring of data quality, lineage, and pipeline health., • Familiarity with modern data orchestration platforms such as Argo or Airflow., • Hands-on experience with the full software development lifecycle (SDLC), including strong CI/CD practices for data pipelines and proficiency with data testing frameworks., • Demonstrated ability to identify and adopt new technologies that improve data quality and reliability., • Deep understanding of the data lifecycle, emphasizing the importance of high-quality data in applications, machine learning, business analytics, and reporting., • Proven track record of mentoring junior team members., • Experience with data ingestion tools like Singer is a plus., • Knowledge of analytics tools such as Tableau, Plotly, and Pandas., • Experience in the financial services industry. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles), • All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US., • Medical, Dental, Vision - multiple packages available based on your individualized needs, • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available, • Supplemental Short-term and Long-term Disability, • FSA: Medical and Dependant Care, • 401K, • Equity packages for each role, • Time Off: Vacation, Sick and Parental Leave, • EAP (Employee Assistance Program), • Financial Literacy Mentoring Program, • Pet Insurance, • Home Office Stipend SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $135,500 - $200,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

What You'll Do: OCC is seeking an individual who would be responsible for discovering, synthesizing, and analyzing information from a variety of internal and external sources, including tools, processes, documentation, and stakeholders. The ideal candidate is a proven change agent that demonstrates the ability to solve complex problems through logical, digestible solutions that deliver key value to our stakeholders. Additionally, this individual must be comfortable communicating to all levels of the organization as well as inside and outside the organization. Skills that are foundational to the success of this role include, but are not limited to, communication, analytical, problem solving, process modelling, facilitation, elicitation, scope management, leadership and agile mindset. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Act as a partner to both the business and the technology teams. * Identify scope gaps and missing requirements by acquiring an in-depth understanding of current state (i.e., legacy system) and future state. * Use critical thinking to observe potential risks and present solution options * Work cross-functionally to analyze and define key stakeholder business needs. * Perform requirements analysis, story decomposition, system integration analysis, and data flow design. * Regularly engage in agile activities including sprint planning and backlog grooming. Act as an advisor to the Product owner regarding next steps and approvals. * Build and support other BSAs to build to high quality user stories and acceptance criteria; work with scrum team to refine user stories. * Drive requirement, design, data results support for integration of across teams and pillars with end-to-end application experience. * Support development of user interface requirements and design by collaborating with UI/UX tools and teams. * Support or develop test plans and test cases; participate in test results verification. * Assist in building cross-team collaboration and define acceptance criteria for integrated components. * Adhere to analysis best practices for epics and user stories. * Assists in developing and maintaining policies, standards, guidelines and documentation to ensure that a consistent framework is applied across the enterprise. Supervisory Responsibilities: * None Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * Experience in Agile and software development. * 7+ years of experience in business system analysis or related experience * Preferred business experience in clearinghouse activities. * Flexibility working with remote teams in alternate time zones. * Self-motivated and self-starting; working with little supervision and picking up new and unfamiliar concepts. * Experience using Confluence and Jira. * Proficient in process modeling tools such as Visio. Technical Skills: * Experience in event driven applications, streaming and batch analytics technologies. * Experience in cloud technologies; experience working with AWS a plus. * Experience in different data management and visualization tools (SQL, Kafka Protobuf serialization, Starburst Trino, Swagger, Tableau, Alteryx, etc.) * Experience and/or vested interest in complex data analytics supported by python and R. Education and/or Experience: * Bachelor's degree required. MBA/MS is a plus. Certificates or Licenses: * CCBA, CBAP, AAC, and/or any related certification is a plus. About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at . Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: • A hybrid work environment, up to 2 days per week of remote work, • Tuition Reimbursement to support your continued education, • Student Loan Repayment Assistance, • Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely, • Generous PTO and Parental leave, • 401k Employer Match, • Competitive health benefits including medical, dental and vision Visit ___ for more information. Compensation • The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education., • In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer., • We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ___, • All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $99,800.00 - $153,000.00 Incentive Range 8% to 15% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application andattach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about ___, please click ___. OCC is an Equal Opportunity Employer

Job Description Summary #LI-Remote This position can be based remotely anywhere in the U.S. (there may be some restrictions based on legal entity). The expectation of working hours and travel (domestic and/or international) will be defined by the hiring manager. This position will require 30% travel. Novartis is unable to offer relocation support for this role: please only apply if this location is accessible to you. Company will not sponsor visas for this position. The Director, Future Field Engagement Strategy - Metrics & Incentives shapes how success is measured and celebrated across Novartis' evolving commercial organization. This role designs forwardlooking performance metrics and incentive frameworks that align with modern engagement models, emerging field roles, and enterprise priorities. By reinforcing the right behaviors and outcomes, this leader helps inspire field teams while driving sustainable customer impact, growth, and longterm competitiveness. Job Description Key Responsibilities: • Architect and lead futureready measurement frameworks that define how Customer Engagement and GotoMarket success are assessed across the enterprise., • Translate complex, aggregated performance signals (e.g., claims, prescribing, payer, CRM insights) into clear, strategic measurement constructs., • Shape balanced scorecards that intentionally measure both outcomes and critical enterprise behaviors, bringing an outsidein perspective in close partnership with Insights and Decision Science (IDS)., • Serve as a strategic advisor to senior leadership by delivering forwardlooking insights on performance trends, risks, and opportunities, alongside Insights and Decision Science., • Reimagine incentive compensation strategies to align with evolving field roles, customer archetypes, and modern engagement models., • Steward incentive frameworks in partnership with Incentive Compensation teams to ensure they are equitable, transparent, and meaningfully motivating., • Continuously evolve metrics and incentives to reflect market dynamics, transformation priorities, and realworld field feedback, in collaboration with Insights and Decision Science., • Partner across Insights and Decision Science, Finance, Field Leadership, and field enablement teams to ensure performance frameworks remain grounded, agile, and operationally impactful. Essential Requirements: • Bachelor's degree required from 4-year college or university., • 8+ years' experience in incentive design, performance management, or field operations strategy, within pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed teams. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, or B2B sectors., • Deep expertise in incentive compensation strategy, customer engagement metrics, and the levers that drive field performance and motivation., • Proven ability to design and scale innovative, datadriven models that connect enterprise insights with realworld field execution., • Strong fluency in healthcare systems, including payer and provider dynamics, enterprise account management, and evolving technology trends., • Demonstrated success influencing senior leaders and aligning crossfunctional stakeholders within complex, matrixed organizations., • Exceptional analytical and strategic thinking capabilities, with the ability to synthesize complex data into clear insights, narratives, and action plans., • Trusted collaborator and communicator, skilled at building relationships, facilitating alignment, and driving outcomes across functions, geographies, and field teams. Desirable Requirements: • Experience working with enterprise incentive compensation platforms and advanced analytics tools, including applying these capabilities to gotomarket transformation, evolving engagement models, and new role architectures., • Background in consulting or highgrowth environments, with demonstrated success building scalable measurement and incentive constructs across global or multimarket teams while maintaining fairness, comparability, and strategic coherence. Novartis Compensation Summary: The salary for this position is expected to range between $185,500 and $344,500 per year. The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $185,500.00 - $344,500.00 Skills Desired Business Planning, Business Reviews, customer relationship management, Customer Requirements, Customer Service, Employee Onboarding, Financial Literacy, Influencing Skills, Operations, problem solving techniques, Resource Allocation, Sales, Sales Force Effectiveness, Sales Operations, Sales Targets, Selling Skills, Strategic Planning, Technical Skills

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you! • You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js., • You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes., • You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential., • You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach., • You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity., • You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software. You will be joining our Platform Expansion squad and primarily focusing on building out new features, incorporating AI, improving test coverage, performance and system stability. The Platform Expansion squad at Trust & Will is responsible for advancing the company’s advisor-facing platform and broader professional partnerships work. Core Responsibilities • Advisor Platform Development: Building and enhancing tools that help advisors serve clients more efficiently, including integrations with advisor tools and ingestion/parsing of existing estate planning documents ., • Platform Reliability & Security: Handling sensitive operations such as deleting member data, running penetration test remediations, and managing access reviews ., • Cross-Squad Integration: Ensuring the advisor platform integrates smoothly with other Trust & Will squads (Planning, Admin, Consumer), so that professional and consumer experiences are aligned ., • Strategic Expansion: Driving initiatives under the “Professionals” strategic pillar — investments that improve customer satisfaction, engagement, and retention, while also supporting revenue growth from advisors and partnerships . Technical Leadership & Impact • Design, architect, and deliver robust, scalable, and high-performance applications and services., • Lead system-level design, ensuring robust, secure, and maintainable solutions aligned with organizational standards., • Consider AI from a strategic, holistic perspective, architecting solutions with it, integrating it into product ecosystems, and harnessing its potential to drive transformative innovation., • Own and drive technical decisions across multiple teams, ensuring alignment with business objectives and long-term strategic goals., • Implement and champion best practices for system reliability, performance optimization, and code quality, including test automation and modern CI/CD workflows., • Address organization-wide technical challenges, such as scaling systems, improving performance, and enhancing reliability., • Implement AI tooling and paradigms to improve developer efficiency, automate workflows, and enhance system reliability. Quality & Impact • Deliver high-quality, production-ready code that adheres to best practices, is well-documented, and prioritizes scalability and maintainability., • Identify and champion efforts to reduce technical debt and improve system performance through continuous refactoring and optimization., • Proactively identify and resolve system bottlenecks and issues using observability and monitoring tools., • Drive impactful improvements in system reliability, ensuring seamless user experiences and alignment with business priorities. Collaboration, Innovation & Mentorship • Partner with product managers, designers, and stakeholders across the organization to align technical solutions at a strategic level with customer needs and evolving business goals., • Develop a deep understanding of product-market fit, business metrics, and customer empathy to inform analysis and data-driven decision-making., • Mentor and guide engineers across varying experience levels, fostering technical growth and knowledge sharing through outcome-based sponsorship., • Communicate complex technical topics to diverse audiences, ensuring clarity and alignment on technical decisions., • Foster a psychologically safe environment through knowledge-sharing initiatives, peer collaboration, conflict-reduction tactics, and emotional intelligence., • Evaluate and integrate emerging technologies and tools to enhance engineering capabilities and product innovation to foster a culture of continuous learning and experimentation., • 7+ years of professional development experience in high-performing teams., • Advanced proficiency in developing frontend applications (React, Typescript), API design and data modeling (MongoDB, Postgres)., • Experience building and maintaining AWS applications using infrastructure-as-code tools (CloudFormation, AWS CDK)., • Proven ability to write clean, maintainable, testable code, following test-driven development, CI/CD pipelines, and modern DevOps best practices., • Proficiency in threat modeling, secure-by-design principles, and ensuring compliance with GDPR, SOC2, and other regulatory requirements., • Advanced skills in debugging, performance tuning, distributed tracing, and log correlation across microservices., • Demonstrated ability in integrating AI code assistants to enhance development productivity and code quality, with hands-on experience using at least one of the following: GitHub Copilot, Cursor, RooCode, or RooCline., • Skilled at determining and tracking meaningful engineering metrics to validate solutions and drive decision-making., • This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT), Nevada (NV), Utah (UT), • Experience working in a tech company or high-growth startup., • Willingness to contribute outside of core expertise to drive impactful work forward., • Developing infrastructure as code in Go., • Familiarity with Agile development methodologies (Scrum/Kanban, JIRA)., • Hands-on experience with Docker, Kubernetes, or other container orchestration tools., • Experience with pair programming and collaborative development techniques., • Active contributions to open-source projects or participation in developer communities., • Compensation: Salary + Equity, • Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below., • PTO, • Flexible time off that you are encouraged to use, • Generous paid company holidays and breaks throughout the year, • Monthly friends & family day, • Paid time off to volunteer in your community, • Health and Wellness Benefits, • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave, • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match), • Guest speakers & reimbursement for learning opportunities, • Extra, • Flexible work schedule + hours, • Family-friendly work environment. We support the complexity of a remote world with the needs of families, • Optional company-sponsored events and travel throughout the year, • $500 Work from home stipend + Apple accessories About Trust & Will: • We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote, • We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers., • Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

Harness is led by technologist and entrepreneur Jyoti Bansal, founder of AppDynamics (acquired by Cisco for $3.7B). The company has raised ~$240M in Series E venture funding, is valued at $5.5B, and backed by top investors including Goldman Sachs, Menlo Ventures, IVP, Google Ventures, J.P. Morgan, Capital One Ventures, Citi Ventures, ServiceNow, Splunk Ventures and more. Harness is building the industry’s leading AI-powered software delivery platform, enabling teams worldwide to build, test, and deliver software faster, safer, and more reliably. Writing code is only 30–40% of the engineering lifecycle — the rest involves testing, deployments, security, compliance, and optimization. Harness brings AI and automation to this outer loop, turning complex, time-consuming workflows into streamlined processes at massive global scale. The platform includes industry leading products in CI/CD, Feature Flags, Cloud Cost Management, Service Reliability, Chaos Engineering, Software Engineering Insights, Internal Developer Experience, and API discovery, observability, governance, and runtime protection. Over the past year, Harness powered 128M deployments, 81M builds, 1.2T API calls protected, and $1.9B in cloud spend optimized, helping customers like United Airlines and Choice Hotels accelerate releases by up to 75% and achieve 10x DevOps efficiency. With employees in over 25 countries, Harness is shaping the future of AI-driven software delivery — and we’re looking for exceptional talent to help us move even faster. We are seeking a Principal Customer Architect (Forward Deployed Engineer) to join our Customer Success team. In this role, you will act as a technical expert embedded with our customers to ensure they realize maximum value from our platform. You will configure and optimize platforms for client use cases, build workflows around real user needs, drive product adoption, and keep customer deployments healthy. As a strategic technical advisor, you will enable customers through hands-on support and guidance, helping them achieve their business outcomes while maintaining high satisfaction. This role reports directly to the Director, Customer Architect and will collaborate closely with Customer Success Architects, Product, Engineering, and other cross-functional teams to deliver results. • Technical Enablement & Customer Adoption: Lead technical onboarding and enablement programs to drive high customer adoption and satisfaction. Provide best-practice guidance and hands-on support so customers fully leverage our solutions, aiming to maintain over 90% product adoption in each account., • Strategic Advisory: Serve as a trusted technical advisor to customer teams, understanding their goals and challenges. Influence key stakeholders by articulating how our platform aligns with their business objectives, and guide them on strategic infrastructure improvements to achieve desired outcomes., • Business Value Reviews (BVRs): Plan and deliver regular Business Value Reviews to demonstrate progress toward customers’ goals, product usage, and realized value. Prepare compelling presentations (using Google Slides and other tools) to highlight ROI, technical achievements, and next-step recommendations., • Churn Analysis & Customer Success: Proactively monitor customer health and usage metrics. Perform churn analysis to identify at-risk accounts and technical pain points. Work with customers to resolve issues, optimize their implementations, and ensure technical success — thereby maintaining an Annual Gross Retention Rate (AGRR) above 90%., • Infrastructure as Code Management (IaCM): Deliver hands-on support in the Infrastructure-as-Code module. Help customers implement and manage IaC solutions to automate their cloud infrastructure on platforms like AWS and GCP., • Internal Developer Platforms (IDP): Guide customers in building and improving Internal Developer Platforms on Kubernetes. Assist with setting up CI/CD pipelines, container orchestration, and developer self-service workflows., • Emerging Technology Enablement: Contribute your expertise to new domains such as Software Engineering Intelligence (SEI), Cloud Cost Management (CCM), and Customer Engineering (CE). Help customers adopt these emerging solutions by providing architectural guidance and hands-on assistance., • Cross-Functional Collaboration: Act as the voice of the customer internally. Work with Product and Engineering teams to translate feedback into improvements, influence roadmaps, and troubleshoot complex issues. Partner with Customer Success Managers and Sales to strategize on account plans, renewals, and expansion. We are looking for candidates with a strong technical foundation in modern DevOps practices and tools, particularly in areas related to Infrastructure as Code and Internal Developer Platforms. Infrastructure as Code (IaC) • Hands-on experience with Terraform for managing cloud infrastructure, • Design and reuse of IaC modules across environments, • Proficiency with AWS and GCP, including networking, compute, IAM, and security, • Familiarity with Terragrunt, CDK, Cloud Formation or similar IaC automation frameworks, • Familiarity with Ansible or similar configuration management frameworks Internal Developer Platforms (IDP) • Deep understanding of Kubernetes (EKS, GKE, or self-managed clusters), • Experience with Helm, Kustomize, and other K8s tools, • Workflow orchestrations using CI/CD tools, • Knowledge of developer self-service workflows and platform engineering principles Automation • Proficiency in Python, Bash, or Go for scripting and automation, • Experience setting up comprehensive logging, alerting, and performance dashboards Security & Governance • Understanding of security best practices for infrastructure and DevOps tooling, • Exposure to tools like OPA/Gatekeeper, HashiCorp Vault, or equivalent Soft Skills • Strong customer empathy and consultative mindset, • Ability to explain complex technical architectures to a non-technical audience, • Excellent collaboration and documentation habits, • Senior-level experience (typically 5+ years) in DevOps, SRE, or related engineering roles, • Strong communication and presentation skills with the ability to influence stakeholders, • Experience in customer-facing technical roles (e.g. Solutions Architect, CSE, Professional Services) is a plus, • Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent experience), • Relevant certifications (e.g. AWS, GCP, Kubernetes, Terraform) are advantageous, • Success in this role will be measured by high customer adoption, AGRR above 90%, and the quality of enablement and strategic guidance delivered. Remote - U.S. • 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 Pay transparency$165,000—$195,000 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 , or you can contact your local law enforcement agency.

Our Mission & Values: At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. We’re the proof layer that shows great companies deserve the trust they aim to build. We live our values every day. Built on Trust means consistency is everything. Act with Integrity by always doing the right thing. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority. Our Culture & Work Style 🚀 At Drata, we’re not just building software - we’re building a mindset. Everything we do springs from: * Be a Driver (Owner‑Operator Mentality): Own your work. Improve relentlessly. Deliver results. * Move at Drata Speed (Precision & Velocity): Fast decisions. Quick learning. Immediate impact. * Stay Mission-Driven (Customer‑Obsessed): Challenge assumptions. Deliver value. Stay hungry. If you thrive when you’re empowered, energized, and working with smart, mission-driven people where you’ll feel at home here. Why Join The Drata Team? The best way to understand the Driver’s Mindset is to see it in action. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. * ___ Watch our CEO, Adam Markowitz, discuss the hyper-growth journey, from $0 to $100M ARR in just four years * ___: Explore our "Life at Drata" page for employee testimonials on our collaborative and the growth opportunities available. * ___: See why we are consistently recognized on Fortune's Best Workplaces lists. * Connect with Us on Socials: ___ - follow us for company updates, employee stories, and career news. Job Summary: We are seeking an experienced and strategic Senior Manager of Enterprise Customer Success to help lead our Enterprise Customer Success team at Drata. The ideal candidate will possess a deep understanding of customer relationship management, a proven track record of managing and growing large enterprise accounts, and the ability to develop and execute strategies that drive customer satisfaction, retention, and expansion. This role requires a leader who can balance strategic thinking with hands-on execution—someone who will build and own critical CS processes, drive cross-functional collaboration across Sales, Product, Engineering, Professional Services, and Support teams, and serve as a trusted advisor to both customers and internal stakeholders. You will be instrumental in scaling our enterprise CS motion while maintaining the high-touch, consultative approach that our largest customers expect. For this role, we will be hiring a candidate in only one of the three locations: Austin, Chicago or Dallas. What you’ll do: Team Leadership: * Lead and manage a team of Enterprise Customer Success Managers, providing guidance, mentorship, and performance feedback. Foster a collaborative and customer-focused culture within the team. * Highly disciplined to ensure the CS team is on point with CRM hygiene, customer cadence, and providing high value-add activities with direct correlation to financial performance. * Collaborate with Customer Success Managers to optimize customer value and support their work with Drata's enterprise customers. * Customer Relationship Management: * Develop and maintain strong relationships with key stakeholders at enterprise-level customers. * Understand the unique needs of each customer, ensuring their business objectives are met through our solutions. * Identify opportunities for upsell and cross-sell based on customer needs and usage patterns. * Strategy and Planning: * Collaborate with cross-functional teams’ stakeholders (Solution Architects, Implementation Managers, Account Management/Sales, Product, Engineering, Support) to develop and execute customer success strategies that align with the company's goals specifically in achieving customer satisfaction, retention and expansion. * Continue to revamp and develop customer journeys relevant to Drata’s enterprise customer segment including a comprehensive customer success plan, high impact activities such as roadmap/business value realization, and metrics to measure outcomes. * Monitor and refine as necessary our approach and design to align with comprehensive adoption strategies for our largest, most strategic customers. * Customer Advocacy: * Serve as a CS management point of escalation for customer issues and concerns, ensuring swift resolution and customer satisfaction. * Advocate for customer needs internally to drive overall product improvements and enhancements. * Provide thought leadership for our customers and build executive-level relationships with key accounts. * Retention and Expansion: * Develop and implement strategies to proactively identify and address churn risks, ensuring high customer retention and expansion rates. * Work with the CS team and customers’ champions to identify overall opportunities for expansion and facilitate the growth of the customer's usage of our products. * Performance Metrics: * Monitor and refine key performance metrics for the enterprise customer success team, including customer satisfaction, net promoter score, retention rates, and expansion revenue. * Reporting and Analysis: * Utilize data and analytics on team and customer performance, identify trends, and make data-driven decisions regarding process improvements, tools, and service model What you’ll bring: * Experienced in scaling a CSM team into 2X in a hyper growth environment. * Proven track record of managing and growing large enterprise accounts, driving customer satisfaction and retention. * Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and internal teams. * Strategic thinker with the ability to develop and execute customer success strategies that align with company goals. * Strong analytical skills, with the ability to use data to drive decision-making and identify trends. * Proficiency in using customer success software and CRM tools. Requirements: * Bachelor's degree in Business/Marketing/similar are preferred and relevant certifications are a plus. * 10+ years of experience in customer success, account management, or a related role within the SaaS industry. Strong preference for GRC and/or Security backgrounds. * 5+ years of experience in a leadership or management capacity. How we support you: At Drata, our people are our strongest advantage—and we prove it with support that exceeds industry standards. Our total rewards package is designed to power your well-being, accelerate your growth, and keep your work-life balance thriving. Explore how we invest in your ___. * Shared Success: We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success. * Health & Wellness: Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance. * Financial Well-being: A comprehensive suite of financial benefits, including a 401(k) plan, company-paid life and disability insurance, tax-advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position. * Family Support: We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family-building benefits and dedicated leave specialists who help guide you through the entire process. * Growth & Development: Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. You’ll also have access to a wide range of internal learning opportunities, ensuring you can build new skills, deepen your expertise, and advance your career with confidence. * Time Off & Flexibility: We believe that to do your best work, you should get the time you need for rest, rejuvenation and recovery. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge. This role will receive a competitive base salary, variable compensation, benefits, and/or stock, typically in the form of Restricted Stock Units (RSUs). The applicable range of On-Target Earnings (OTE) for each US-based role is based on where the employee works and is aligned to one of 3 tiers based on the cost of labor for that geographic area. The expected OTE ranges for this role are set forth below, subject to change. Tier 1: $195,700 - $241,700 Tier 2: $176,100 - $217,600 Tier 3: $156,600 - $193,400 You can view which tier applies to where you plan to work ___. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience. These ranges may be modified in the future and final offer amounts may vary from the amounts listed above.

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 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 . 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.

Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon’s multitenant, container-based platform enables organizations to manage all of their websites from a single dashboard. Organizations including Clorox and the United Nations drive results through accelerated development and real-time publishing using Pantheon’s collaborative workflows. Pantheon is seeking a highly accomplished VP, Corporate Controller to lead our global accounting and financial operations. Reporting directly to the Chief Financial Officer, the Corporate Controller will be a key member of the finance leadership team, and Senior Leadership Team responsible for the integrity, accuracy, and efficiency of the company’s financial infrastructure. As Pantheon continues to scale, we require a leader who excels in operational excellence and is AI savvy. The ideal candidate will move beyond traditional reporting to architect a "Finance Intelligence" function—leveraging AI and automation to optimize the Quote-to-Cash lifecycle, resolve complex billing challenges, and build a lean, scalable engine for international expansion. • Global Accounting Leadership: Direct all global accounting operations, including General Ledger, AP, Procurement, and International Accounting. Provide strategic oversight to a high-potential team, ensuring professional development and operational continuity., • AI & Automation Strategy: Act as the primary champion for infusing AI into day-to-day finance activities. You will identify and implement AI-driven solutions for anomaly detection, automated reconciliations, and predictive "close" processes to significantly increase efficiency and accuracy., • Operational Integration (Billing & AR): Assume full ownership of the Billing and Accounts Receivable functions. You will leverage automation to streamline the Quote-to-Cash workflow, ensuring high-fidelity revenue integrity even as billing complexity increases., • Systems & Scalability: Lead the evolution of the financial tech stack. Partnering with Business Systems team, Identify enterprise-grade systems that support high-volume transactions and integrate seamlessly with modern AI agents and LLM-based data analysis tools., • Cross-Functional Partnership: Serve as a strategic advisor to Sales Operations, Legal, and Engineering on contract structure, revenue recognition, and cross-departmental data flow., • The Operational Architect: You possess a deep understanding of the foundational processes of a Controllership organization and are energized by building repeatable, automated, and scalable processes., • The AI-Forward Thinker: You stay ahead of the curve on how Generative AI and Machine Learning can eliminate "soul-crushing" manual work, allowing your team to focus on high-value strategic analysis., • Proven Scaler: You have successfully navigated the transition from $100M to $300M+ in revenue within a high-growth SaaS environment and ideally have experience with in both private and public setting., • Leadership & Mentorship: You are a proven developer of talent, capable of elevating mid-level managers into senior leaders through structured guidance and a forward-thinking culture., • Experience: 15+ years of progressive accounting leadership, with at least 5 years at the VP or Controller level in a high-growth SaaS organization and prior Public Accounting experience., • Operational Expertise: Extensive experience managing high-volume, complex Billing and Revenue Operations., • Transformation Track Record: Demonstrated success in implementing AI tools or advanced automation within an accounting function., • Global Reach: Experience in International Accounting and global tax/treasury management., • Transaction experience is plus, • Education: Bachelor’s degree in Accounting or Finance; CPA or equivalent professional designation. We have all the usual perks and benefits but what we can really offer you is a fantastic work environment powered by an amazing team. Industry competitive compensation and equity plan Flexible time off, sick days, and 13 paid holidays Comprehensive medical insurance including Health, Dental and Vision Paid parental leave (plus fertility, adoption and other family planning benefits) In-office workspace (San Francisco) Monthly allowance for wellness, reading and access to LinkedIn Learning for continued development Events and activities both team-based and company wide that inspire, educate and cultivate Pantheon is an equal opportunity employer and we welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law. Pantheon complies with federal and local disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you need a reasonable accommodation due to a disability for any part of the interview process, please contact . Pursuant to local and federal regulations, Pantheon will consider qualified applicants with arrest and conviction records for employment. After an offer is made and accepted, E-verify will be utilized to establish your identity and employment eligibility as required by the U.S. Department of Homeland Security. To review the Employee and Applicant's Privacy Policy, click here. Visa Sponsorship is not available at this time. The US base salary range for this position is $201,600 - $280,000 USD per year. Our salary ranges are determined by role, level, and location. At Pantheon, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

Description Title: Owner’s Representative (Missouri) Employee Status: Full Time - Exempt Salary: Grade: 4 Starting range of $70,600 - $79,400 | St. Louis Reports to: Managing Director of Real Estate Solutions – Southern Region Department: Real Estate Solutions (RES) Location: Saint Louis, Missouri Hybrid Remote: In office: T/W | Remote: M/Th/F Department Function: The Real Estate Solutions Department provides a wide range of real estate consulting and development services to help assist nonprofits with the planning, design, and construction of facilities, including project financial feasibility, facility condition assessment, site search and due diligence for property development, and owner’s representative services both internally and externally. RES collaborates with broader IFF cross-function, programmatic efforts to build nonprofit capacity in targeted sectors and mission-related initiatives. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function Based in the Saint Louis, Missouri office, the Owner’s Representative (OR) manages facility design and construction phases on behalf of our nonprofit clients for their renovation and new construction projects. work associated with the construction and building analysis of RES projects. The Owner’s Representative participates in projects led by other RES staff, as well as directly coordinates and manages several small- to large-sized projects and Project Teams simultaneously under the supervision of the Director of Real Estate Solutions, and in close connection with the Director of Consulting for Design and Construction. This includes conducting site visits and analyses on potential buildings for clients, conducting facilities assessments and providing analyses of facilities, taking a lead role in managing the design process on construction projects, managing all aspects of construction projects, project accounting and reporting, and managing client relationships during the construction phase of projects. The Owner’s Representative works on many real estate projects simultaneously, participates in departmental planning meetings for projects, is an active Project Team Member on projects, and supports the work of the Senior Vice President and other RES staff as necessary to further IFF’s mission in the Southern Region market. This includes an active role in Business Development for IFF and the Real Estate Solutions Department. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice. Requirements Core Responsibilities: 1. Conducts site visits of buildings for potential lease or purchase by clients, assesses buildings and their systems for suitability for client’s intended purpose, and provides analyses of such buildings for Project Team Leaders., 2. Conducts facilities assessments of clients’ existing facilities according to the policies and procedures of the RES Department, assesses facilities’ major systems, layout, structure and suitability for program purposes, analyzes data collected through facilities assessments, and provides written and visual recommendations for modifications or improvements to Project Team Leaders., 3. Coordinates services of architects and engineers and other professionals in connection with the design phase of projects. Ensures that such professionals are providing services according to the project criteria set, and the project schedule and budget., 4. During the construction phase of assigned RES projects, coordinates all aspects of construction management ensuring that project goals and milestones are being met. • Solicits bids from and secures various real estate professionals and vendors for work on projects. Evaluates and makes recommendations on bids and negotiates terms of works and approves hiring of vendors., • Coordinates pre-construction work associated with projects including securing construction estimates and any other work necessitated by the project., • Oversees securing permits for construction projects including meeting with government officials and addressing problems that arise to ensure permit is secured according to schedule., • Assists with the negotiation of construction contracts and architectural contracts for construction projects., • Reviews architectural plans, construction drawings and performance specifications for accuracy; identifies areas for costs savings and works with architects to produce plans that meet clients’ budgets., • Manages relationships with contractor and architect during construction, attends construction meetings, reviews and keeps track of shop drawing submittals, reviews and approves change orders, and works toward resolving construction-related disputes that arise., • Manages and tracks all construction-related accounting (including construction escrows) to ensure that project stays within budget., • Assesses the status of projects against their plan and schedule, identifies actual or potential problems, and facilitates and guides solutions to ensure that the projects are completed as planned., • Keeps Managing Director, Senior Vice President of Real Estate Solutions or Project Team Leader apprised of progress through regular updates or meetings and including them on important correspondence related to the project. 5. Assist Senior Project Manager to prepare development scenarios and cost estimates for clients., 6. Assists other Project Team Leaders as a Project Team Member in a supporting capacity and carries out duties as assigned by the Project Team Leader., 7. Assists Owner’s Representative Team Manager, Managing Directors and Senior Vice President of Real Estate Solutions with the development and improvement of systems and procedures for project and team management within RES., 8. Makes presentations to and facilitates meetings with clients, represents IFF Real Estate Solutions at meetings, presentations and events, when requested by the Managing Director of RES and prepares written materials on projects for other IFF departments as needed., 9. Manages construction or repair work associated with the IFF’s asset management portfolio as necessary, including visiting sites, assessing facilities, hiring vendors, and working on specific projects that arise related to IFF-owned buildings., 10. Participates in department knowledge sharing and training efforts by making presentations, conducting research, and assisting in technical committees in support of department performance goals., 11. Advise clients, architects, and contractors on equitable procurement procedures in support of the economic and racial justice goals of the clients and IFF., 12. Maintains required job knowledge and skills and core professional competencies. Attends and participates in required educational programs and staff meetings., 13. Assist in generating additional business for the department and performs other duties as assigned., 14. Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities., 15. Perform other projects as assigned. Performance Measures: 1. Successful completion of assigned projects according to goals set for each project, the project budget and schedule, and the RES department’s policies and procedures. Completed projects meet quality standards., 2. Demonstrated ability serving as clients’ advisor, including high level of client satisfaction with respect to services provided, client goals accomplished, and reports produced., 3. Achieve and maintain the highest quality of work product and level of excellence for both internal and external clients within time and budget constraints., 4. Internal and external meetings are facilitated in an organized way and are meaningful to the participants. Outcomes of these meetings are analyzed and well presented., 5. Continually seek to achieve efficiency and other improvements in all operations., 6. Achieve and maintain a superior level of satisfaction and working relationship with all internal and external clients, partners and team members in the development and execution of contract and project efforts., 7. Written reports are complete, accurate and clear and follow policies and procedures., 8. Oral presentations are clear, well organized, comprehensive and persuasive. Appropriate supporting material and visual aids are well utilized and enhance the presentation., 9. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge., 10. Models personal accountability that promotes ownership and engagement., 11. Builds and maintains effective working relationships with colleagues, peers and team members., 12. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community., 13. High level of satisfaction with both internal colleagues and external contacts. Position Qualifications: Education: Bachelor’s Degree required, preferably in architecture, engineering, construction management or similar. Advanced degree in real estate, architecture, construction management, or engineering preferred. Previous Experience: At least two years’ experience in architecture, engineering, construction management, facilities management, or real estate development required. Additional Requirements: Minimal regional travel is required. The Owner’s Representative may be required to work throughout Missouri, Kansas, and southern Illinois (Southern Region) and travel to any of the IFF Real Estate Solutions 8 offices to support the Real Estate Solutions staff working in those markets. The Owner’s Representative will visit abandoned buildings and vacant lots and inspect them fully, and inspect construction project sites. Occasional evening and weekend work may be required. Standard Benefits: • Medical, dental, and vision insurance, • Paid time off, • 401(k) retirement plan with employer contribution, • Life Insurance, • Short and long term disability Work-Life Balance Benefits: • Hybrid workplace, • Summer Fridays Employee Development Benefits: • Professional development stipend, • Mentorship program Miscellaneous: • Wellness programs, • Employee assistance, • Referral Bonuses IFF does not offer the following: • relocation package, • 100% remote, • provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above. Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. A resume is required, a cover letter is appreciated. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy. About eRezLife eRezLife is the leading housing and residence life software provider built by residence life professionals for residence life professionals. We partner with colleges and universities to strengthen campus communities, streamline housing operations, and elevate the student experience through a flexible, customizable software platform. Our work is grounded in connection, trust, transparency, and community. We believe technology should support—not replace—the meaningful relationships that define residence life. eRezLife maintains deep ties to the higher education housing ecosystem and actively engages with regional and national housing and residence life associations to remain a trusted, long-term partner to our clients. Position Overview The Customer Success & Account Manager is a strategic, relationship-driven role responsible for owning customer retention, renewal, expansion, and long-term value realization across a portfolio of mid-market and enterprise higher education clients. This role blends senior-level customer success leadership with commercial accountability. You will serve as a trusted advisor to housing and residence life leaders while acting as a visible ambassador for eRezLife within the broader housing community. Key Responsibilities Strategic Customer Partnership • Own executive-level relationships within assigned territories., • Lead strategic business reviews demonstrating value and ROI., • Advocate for customer needs internally. Retention, Renewals & Revenue Ownership • Own renewals end-to-end including forecasting and negotiation., • Identify and mitigate churn risk., • Lead value-based pricing and expansion discussions. Expansion & Growth • Identify upsell and expansion opportunities., • Drive expanded adoption across housing and residence life functions. Industry Engagement & Thought Leadership • Represent eRezLife at regional and national housing associations., • Present at conferences and industry events., • Travel as needed for customer and association engagement. Product Adoption & Operational Excellence • Participate in the onboarding and adoption process for clients., • Translate customer feedback into product insights and recommendations., • Maintain CRM discipline and contribute to marketing efforts. Required Qualifications • 5–8+ years combined experience in Customer Success, Account Management, and Residence Life/Housing., • Proven success with task and project management., • Proven ability to retain an existing customer base and optimize the customer experience, fueling increases to ARR targets., • Strong executive presence and presentation skills. Preferred Qualifications • Residence life or housing operations experience., • Experience with systems like Salesforce, HubSpot, MailChimp, Subskribe, and Canva., • Conference presentations and association involvement., • Willingness to travel. Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies. At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance: • Health and Wellness:, • Comprehensive Health Coverage: Coverage begins on your first day of employment., • Retirement Savings:, • 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested., • RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested., • Paid Time Off:, • Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life., • Parental Leave:, • 12 weeks paid leave for all employees., • Remote Work Support:, • Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely., • Holidays:, • Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones. Join us and be part of a company that values your contributions and well-being from day one! EEOC & ADA Statement: Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws. Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Final candidate must be able to pass a background check. To view applicant notices required under federal and state law, please visit: ___

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. SUMMARY The Vice President, Regional Leader (VPRL) is accountable for driving sustained client value, profitable growth, and market leadership through the delivery and optimization of Vizient's spend management solutions for the Upper Midwest region of the U.S. This role serves as a trusted executive advisor to health system leadership and C-suite executives, translating complex analytics and supply chain insights into compelling narratives that drive action, adoption, and measurable outcomes. The VP, Regional Leader (VPRL) leads and develops high-performing account management teams, owns client P&L performance, and ensures alignment of Vizient's spend management capabilities across clinical, purchased services, and indirect spend categories. Success in this role requires deep healthcare supply chain expertise, strong business judgment, executive presence, and the ability to influence, negotiate, and coach at the highest levels. RESPONSIBILITIES Coaching, Talent Development & Team Leadership * Lead, coach, and develop Account Management teams and cross-functional resources, establishing clear performance expectations, driving accountability for results and leadership behaviors, strengthening the talent pipeline through deliberate coaching and succession planning, and ensuring teams consistently articulate, deliver, and optimize Vizient's full spend management portfolio. Strategic Leadership & Client Value * Serve as a strategic advisor to client executive leadership, including supply chain, finance, and C-suite stakeholders, driving strategy that increases client engagement, value realization, retention, and long-term profitability, ensuring Vizient spend management solutions are aligned to documented client priorities, strategic goals, and financial objectives, and identifying opportunities to expand services, elevate client supply chain influence, and deliver measurable clinical and financial impact. Financial & Business Accountability * Lead and manage client P&L performance, including revenue growth, margin, and cost discipline, executing disciplined business plans that deliver enterprise growth while applying strong financial and business acumen to prioritize investments, negotiate outcomes, and maximize return for clients and Vizient. Executive Presence, Influence & Negotiation * Represent Vizient with credibility and authority at the executive level, influencing complex stakeholder groups through expertise, judgment, and trusted leadership, leading high-stakes negotiations related to spend management programs and service expansions, and navigating ambiguity and resistance with confidence and an outcomes-focused approach. Analytics, Insights & Storytelling * Translate complex spend, utilization, and performance analytics into clear, compelling executive-level narratives that influence decision-making, enabling teams to use data to diagnose issues, quantify opportunities, and demonstrate realized value across clinical, purchased services, and indirect spend, and consistently raising the executive relevance of client-facing insights and presentations. Cross-Functional Collaboration * Partner closely with Enterprise Account Management, the SMBU Performance Partners, category experts, and business leaders, acting as a voice of the client by synthesizing feedback into actionable insights for product, service, and program development, and supporting onboarding of new clients to ensure early value realization and long-term engagement. QUALIFICATIONS * Bachelor's degree or equivalent experience desired, MBA or advanced degree preferred. * 10 or more years of progressive leadership experience in healthcare supply chain and spend management, including direct experience within provider organizations and/or leading complex provider-based supply chain functions (not adjacent or peripheral roles). * Demonstrated success leading large, geographically dispersed high-performing teams with P&L accountability, delivering measurable financial, operational, and performance outcomes. * Proven experience working with executive and C-suite leaders in complex health systems, influencing decision-making, and navigating executive dynamics with credibility and confidence. * Documented track record of results, evidenced by clear, quantifiable outcomes (e.g., cost improvement, performance gains, growth, or transformation), not generalized responsibilities. * Deep understanding of healthcare supply chain operations and how sourcing and spend strategies translate into operational, clinical, and financial outcomes within provider environments. * Coaching & Talent Development: Strong track record of developing leaders and building high-performing teams through clear expectations, accountability, feedback, and succession planning. * Financial & Business Acumen: Strong understanding of P&L management, healthcare economics, and value-based decision-making, with the ability to prioritize investments and maximize return. * Executive Presence & Influence: Proven ability to influence senior leaders through credibility, sound judgment, and trusted advisory leadership in complex stakeholder environments. * Negotiation: Skilled in complex, high-value negotiations, balancing client value and business outcomes while building long-term partnerships. * Analytics & Storytelling: Ability to listen deeply to provider needs, synthesize complex quantitative and qualitative inputs, and translate data into clear, persuasive executive-level narratives that drive action and adoption. * Travel: Ability to travel regularly and expeditiously throughout the year to meet client's needs and timetables. #LI-TR1 #IDS Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $187,800.00 to $348,300.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.

Senior Account Manager: Fintech / Financial Services SaaS, Profitable Startup, Uncapped Earnings! This Jobot Job is hosted by: Patrick Murphy Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $400,000 per year A bit about us: A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services. They’re profitable, growing rapidly, and backed by a strong client base of over 100+ financial institutions nationwide. Why join us? OTE: $300K+ (uncapped) Benefits: Medical, dental, vision (company covers most premiums), 401(k) with match, PTO In-Office Culture: Fast-moving, collaborative, and ownership-driven environment in New York City Job Details About the Role: The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion. You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology. Responsibilities: Deepen and expand relationships with existing partners to increase adoption and utilization Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset Collaborate cross-functionally to ensure client feedback informs future product direction Analyze performance metrics to identify trends and demonstrate ROI You’ll Thrive Here If You Are: A strategic partner who drives business outcomes, not just account maintenance A builder who enjoys creating and iterating new client engagement strategies A collaborative operator who thrives in a fast-paced, high-ownership environment An empathetic communicator who can influence executives and distill complex ideas clearly What You Bring: 5–8+ years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred) Proven record managing high-value client relationships with measurable expansion or retention results Strong executive presence and ability to communicate with senior decision-makers Excellent written, verbal, and presentation skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

New Name. Same Mission. Total Talent Solutions Delivers. If you thrive in a fast-paced, detail-driven environment and enjoy supporting high-performing teams, this Administrative Assistant role offers the opportunity to make a meaningful impact. Join a respected financial services organization where precision, organization, and professionalism are key to supporting executive-level operations and client services. Hours and Pay • Pay Rate: $22.00 per hour, • Assignment Duration: 12-month contract Staffmark provides a comprehensive benefits package designed to support your health, financial security, and work-life balance. Employees receive weekly pay along with access to medical, dental, and vision insurance, life insurance, and a 401(k) retirement savings plan. Additional benefits include short-term disability coverage and employee discounts, offering extra value both on and off the job. Daily Responsibilities • Provide administrative support to multiple advisor teams within a fast-paced operations environment, • Prepare, review, and edit confidential correspondence with a high level of accuracy, • Scan, manage, and archive documents across multiple internal systems, • Prepare travel expense reports and billing allocation documentation, • Handle time-sensitive quarterly client tax payment processing, • Strong proficiency in Microsoft Word, Excel, and Outlook, • Ability to manage multiple priorities and work effectively under pressure, • Excellent written and verbal communication skills, • Highly organized with strong attention to detail This is an excellent opportunity to build experience in administrative support, financial operations, and executive team coordination within a professional and collaborative environment. Click Apply Now to connect with our recruiting team and be considered for this opportunity. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at . By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Financial Advisor & Business Development Manager.

Overnight Customer Service Professional- Full Time This position is to cover the 1AM - 9AM EST shift and will require working on Saturday and/or Sunday. You must have prior experience working an overnight call center position. Voice Systems Engineering (VSE) is a dynamic organization fueled by entrepreneurial spirit and a collective drive to make a positive impact on people's lives. With a focus on advisor-based technology platforms, our marketplaces span diverse service verticals, including psychic guidance and wellness. Our vision at VSE centers on the belief that when talented individuals unite, possibilities become limitless. Rooted in a remote-first environment, we've cultivated a culture that embraces diversity, equity, work-life balance, and a true sense of belonging. We are seeking a passionate Customer Relationship Agent who can deliver exceptional customer service and build lasting customer relationships. You should be an expert at conveying enthusiastic compassion with the sound of your voice. In this role, you will play a crucial part in ensuring our customers have seamless, one-call resolutions and a personalized experience that drives retention and satisfaction. This position is to cover the 1AM - 9AM EST shift and will require working on Saturday and/or Sunday. You must have prior experience working an overnight call center position. What You Will Contribute: • Providing outstanding customer service by listening carefully to their concerns, empathizing with their needs, and offering creative solutions that aim for one-call resolutions., • Supporting customers in creating new accounts, addressing any issues, and ensuring a memorable experience with our service., • Guiding customers in choosing the right service provider for their needs, ensuring that every interaction is positive and leaves a lasting impression., • Collaborating effectively with customers, fellow agents, and other departments to solve problems quickly and enhance the overall customer experience., • Staying up to speed with the latest products, services, and offerings to better support customers and deliver timely, relevant solutions., • Effectively navigating and adapting to a wide range of customer personalities, identifying the best approach to ensure each individual feels heard, respected, and valued, ultimately leading to a positive and successful interaction., • Proactively communicating and collaborating with other teams when a customer issue requires escalation, ensuring that the concern is addressed promptly and with the level of attention it deserves, while keeping the customer informed and satisfied throughout the process., • Taking a proactive role in identifying and implementing new ways to improve customer satisfaction and loyalty, continuously improving our service standards., • Ensuring every customer feels like a VIP. As a Relationship Agent, You Will Enjoy:, • Handling inbound customer calls, chats, and emails with professionalism, empathy, and a focus on creating positive, personal connections in every interaction., • Quickly resolving customer issues while maintaining calm, patience, and confidence, ensuring a smooth and efficient process., • Listening attentively to customer concerns, offering tailored solutions, and guiding them to the best possible outcome., • Offering insightful feedback to help improve product offerings, customer interactions, and internal systems., • Communicating effectively across departments to ensure seamless solutions and provide key insights into customer needs and expectations. Your Journey So Far Should Include:, • At least 2 years of experience in delivering exceptional, high-touch customer service, particularly in resolving issues on the first contact., • Prior experience working an overnight position., • A track record of building strong, ongoing relationships with customers to foster loyalty and drive long-term satisfaction., • The ability to listen actively, remain patient, and offer thoughtful, creative solutions to complex challenges., • Demonstrated success in contributing to a team environment by sharing knowledge, collaborating with others, and providing valuable feedback. Our comprehensive insurance programs include medical, dental, vision, and life. VSE employees also have access to a “wellness wallet” that will reimburse them for gym memberships, workout equipment, mindfulness apps, healthy food boxes, ergonomic workspace tools, and more. We prioritize investment in our people by offering a tuition reimbursement program and plenty of opportunities to continue learning. We also help you plan for your future and beyond by offering a 401k match and access to expert financial advice. This is a remote based position. We are currently inviting residents of Colorado, Florida, Massachusetts, New Jersey, Pennsylvania, Tennessee, Texas, and Washington You can learn more about life and work at VSE by visiting us ___ Hourly Range: $19 - $22 per hour, depending on experience and expertise. This figure represents our good faith and reasonable estimate of the potential hourly rate for this role. Hourly rate to be determined by the candidate’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. PLEASE NOTE – A VIDEO INTERVIEW WILL BE REQUIRED FOR THIS POSITION

Job DescriptionBenefits/Perks • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms., • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals., • Independence & Flexibility: Build your ideal practice without asset minimums., • Collaborative Network: Work with experts across planning, investments, insurance, and business services., • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.Job SummaryProxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:, • Financial and estate planning, • Investment management and private funds, • Insurance and business solutions, • Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model., • Deliver tailored advice across financial, investment, and estate planning disciplines., • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes. Minimum Requirements • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business)., • Series 65 and Life & Health licenses required (Series 7 or CFP preferred)., • 3–5+ years of experience in financial advising or planning., • Proven ability to independently conduct data-gathering, planning, and client onboarding., • Strong communication and relationship management skills.Ideal Profile, • $75M–$200M AUM (some cases up to $250M)., • Collaborative and self-aware—knows when to engage specialists., • Growth mindset with a commitment to long-term client success.Proxy Regional Focus We are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York) Upcoming regional priorities: Hawaii and Seattle.

Job DescriptionCompany Description CareFlite is a 501(c)(3) nonprofit ambulance service sponsored by Baylor Scott & White Health, JPS Health Network, Methodist Health System, Parkland, and Texas Health Resources. CareFlite provides medical transport by helicopter, airplane, and ground ambulance, and non-medical transport via wheelchair van. Job Description Position Summary The Corporate Controller is a senior finance leader responsible for ensuring the accuracy, integrity, and timeliness of the organization’s financial records and reporting. This role requires deep expertise in accounting principles, strong analytical capabilities, and experience in healthcare finance, including an understanding of revenue cycle operations. The Controller applies sound judgment and clear communication to translate financial data into meaningful insights for leadership. Key responsibilities include overseeing account reconciliations, maintaining the general ledger, providing payroll oversight, managing month‑end close processes, and preparing internal and external financial statements. The Controller plays a critical role in overseeing day‑to‑day financial operations and supporting informed decision‑making across the organization. Working closely with the Chief Financial Officer, the Management Team, the Finance Committee, and the Board, the Corporate Controller provides financial analysis, reporting, and operational support that strengthens financial stewardship and advance the organization’s strategic objectives. Essential Duties/Responsibilities Financial Leadership & Strategy • Serve as a trusted financial advisor to the CFO and executive leadership., • Provide financial analysis, variance reporting, and insights to support strategic and operational decision-making., • Oversee general ledger maintenance, account reconciliations, and month-end close processes., • Oversee the preparation and distribution of monthly financial statements., • Ensure compliance with GAAP and applicable federal, state, and local healthcare regulations., • Maintain and enhance internal control systems to safeguard assets and ensure financial integrity., • Assist in the development, monitoring, and management of annual operating budgets., • Coordinate with outsourced revenue cycle vendor to ensure accurate, timely billing and collections., • Serve as the primary liaison for external auditors and lead the year-end audit process., • Coordinate internal and external audits, including regulatory audits., • Coordinate documentation for IRS Form 990 preparation., • Provide oversight of payroll, accounts payable, and related finance functions., • Lead, mentor, and develop the accounting and finance team., • Establish performance expectations, conduct evaluations, and support professional development., • Collaborate with clinical, operational, and administrative leaders to support organizational objectives., • Perform other related duties as assigned by the CFO or Vice President. Working Conditions Hours of work Primarily Monday through Friday, standard business hours. Flexibility is required during the month-end close, budgeting cycles, audits, and reporting deadlines. Overtime expectations Periodic overtime may be required to meet operational and regulatory deadlines. Work Environment Primarily office-based, professional work environment. May include hybrid or remote work arrangements depending on organizational policy. Travel Requirements Minimal travel anticipated. Occasional local or regional travel may be required for audits, meetings, or training. On-Call Responsibilities Not routinely on call; however, availability may be required for critical financial matters or reporting deadlines. Special Conditions or Requirements • Certified Public Accountant (CPA) license required. Physical Demands • Ability to sit for extended periods of time., • Frequent use of a computer, keyboard, and standard office equipment., • Vision sufficient to read financial reports, spreadsheets, and computer screens., • Hearing sufficient for effective verbal communication in meetings and via telephone., • Ability to analyze complex financial data and exercise sound judgment., • Ability to manage multiple priorities and work under deadlines., • Ability to handle sensitive and confidential information with discretion., • Ability to interact professionally with executives, staff, auditors, and external stakeholders. Qualifications Knowledge and Experience Required: Education & Credentials • Bachelor’s degree in accounting, Finance, or a related field (Master’s degree preferred)., • Undergraduate degree in Accounting or Finance and CPA required, • 5+ years of accounting/finance related experience, and relevant healthcare industry experience, • Demonstrated leadership and people management experience., • Experience supporting executive leadership teams and boards preferred., • Strong knowledge of GAAP and healthcare financial reporting standards., • Excellent analytical, organizational, and problem-solving skills., • Exceptional written and verbal communication skills, including the ability to explain financial concepts to non-financial stakeholders., • Strong managerial skills with the ability to prioritize, delegate, and drive accountability., • High degree of integrity, professionalism, confidentiality, and attention to detail., • Self-motivated with the ability to meet deadlines in a fast-paced environment. Additional Information All your information will be kept confidential according to EEO guidelines. The statements contained in this position description reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered a detailed description of all the work requirements that may be inherent in the position.

Job Description About the Role The Employee Benefits Account Executive is with a nationally recognized insurance and financial services broker. Despite their large geographic reach, they still take a local approach to client management. They encourage a collaborative culture and seek a lead benefits consultant for their Dallas team. Duties & Responsibilities Most cases are larger, complex, and self-funded meaning you need to be a skilled client advisor on stop-loss and level-funded arrangements. Other responsibilities include: • Extensive involvement in the client management process, from onboarding to policy reviews and renewal preparation, • Oversight and execution of daily service issues including resolution of escalated issues, billing, claims review, network evaluation, plan design, benchmarking, vendor management, enrollments, and communication Skills & Experience • Minimum five (5) years of life and health insurance industry experience providing client management & consultation to larger cases, • Senior level client service capabilities including involvement in the sales and client retention process, • State insurance licenseCompany DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: * Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems * Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge * Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value * A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals * Actively seeking to understand industry trends to help position against competitors Basic qualifications: * 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients * History of consistent quota achievement * Prior experience in winning new customer logos * Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory * Bachelors Degree in a relevant field The base salary for this role is between $125,000-$225,000 per year and represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.[If applicable to position: Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. #LI-MB1 Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Service Advisors HIGH ACHIEVERS EARN HIGH REWARDS! Hyundai of Mesquite is excited to welcome motivated and customer‑focused Service Advisors to join our growing Service Center. As a key representative of our Service Department, the Service Advisor serves as the primary point of contact for our customers-helping them understand their vehicle's maintenance and repair needs, outlining service options, and providing clear cost estimates before coordinating with our Technicians. Employee Benefits & Compensation Package: • Paid time off (PTO) and Holiday pay, • Company paid life insurance, • Health and wellness plans, • Medical, dental, vision, and supplemental insurance, • Flexible Spending accounts, • Financial retirement plans WITH COMPANY MATCHING, • 401K and ROTH, • Provide Expert Customer Guidance: Clearly explain maintenance and repair recommendations, associated costs, and service options. Address customer questions and concerns while ensuring a positive and satisfactory service experience., • Manage Service Documentation: Maintain accurate customer and vehicle records, create invoices, process payments, verify warranty coverage. Ensure all database entries and billing details are complete and accurate., • Promote Service Offerings: Recommend additional services, products, and maintenance solutions. Support the Service Department's sales goals by proactively identifying customer needs and contributing to revenue targets., • Coordinate Service Appointments: Schedule customer visits and work closely with technicians to prepare detailed Repair Orders. Document customer-reported issues, required repairs, and cost estimates clearly and accurately., • Verify Insurance & Arrange Loaner Vehicles: Confirm customers' insurance information and coordinate loaner vehicles when needed. Collaborate with the Rental Agent to ensure customers have appropriate transportation during service., • Flexible availability to support business needs, • Sales experience with a working knowledge of the automotive industry, • Basic computer skills and comfort navigating software systems, • Ability to complete onboarding efficiently, • Ability to stand, walk, or sit for extended periods (up to 5 hours) Full-time We are an Equal Opportunity Employer. All applicants must be at least 18 years of age and legally authorized to work in the United States. A valid driver's license is required, and candidates must successfully complete all pre‑employment screening processes. #75089 #75049 #75048 #75047 #75046 #75044 #75042 #75040 #75187 #75185 #75182 #75181 #75180 #75150 #75182 #75043 #75228 #75149 #75041 #75227 #75088 #Mesquite #Garland #Dallas #Rowlett

Job Description Lead the Financial Performance of a Major Construction Business Unit This is a career‑defining opportunity for a seasoned finance leader who wants to own a large, complex P& L, lead a sizeable team, and sit at the intersection of finance, accounting, and operations. 🚀 Why This Role Stands Out • Full P& L ownership for a very large construction business segment, • Highly visible position in the organization and a top strategic priority, • Lead a large, experienced finance and cost team, • True finance business partner role with General Managers, Operations Managers, and Project leadership, • Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support, • Lead a team across accounting, cost, and project finance P& L Ownership & Business Partnership • Full responsibility for the P& L and financial performance of the business unit, • Partner directly with executive leadership, operations, and project teams, • Influence margin performance, forecasting accuracy, and project‑level decision making, • Lead forecasting, WIP analysis, backlog analysis, and margin accountability, • Provide forward‑looking insights — not just historical reporting, • Support project leadership with actionable, data‑driven recommendations, • Lead, coach, and develop a high‑performing finance and accounting team, • Delegate month‑end close execution while retaining full ownership of accuracy and outcomes, • Own the month‑end close process for the business unit, • Ensure accurate financial reporting while maintaining a business‑focused mindset, • 10+ years of experience in construction or project‑based finance, • Proven team leadership, • Experience owning very large P& L’s, • Background in large, complex, multi‑project environments, • Bachelor’s degree in Finance or Accounting required, • CPA preferred, not required, • Advanced Excel capabilities, • SAP experience preferred (or other large ERP systems), • Deep experience with WIP, forecasting, cost controls, and margin analysis