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Job DescriptionOur Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: • Casual Work Environment, • Generous Paid Time Off, • Flexible Work Schedule, • Great Benefits, • And More…Come take your career path to the next level! The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA’s are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled. Essential responsibilities and tasks of the Client Services Associate are: • Work with the Advisor to provide the firm’s stated Client Experience, • Serve as the main contact point for clients and advisor(s) for service needs/questions, • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office, • Assisting with Advisor’s calendar management, • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families, • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an ‘expert’ at RJ and Level Four paperwork processes., • Provide On-boarding team with data entry support and/or client repapering support., • Providing both client-facing and advisor-facing service, • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM, • Engaged in and completing the Remarkable Client Experience for all clients., • Ability to find answers within the resources provided at custodian’s, Level Four, etc., • Communicating with clients via phone and email, • Managing and documenting the client experience activities, • Opening new accounts, tracking transfers and cash requests, • Processing Cash/ACH requests initiated by client, • Managing the Financial Advisor’s calendar, • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors, • Helping communicate changes (bullet above) to the CSA team., • Successfully balance workload when On-Boarding client re-papering support is needed., • Additional duties as requiredSuccessful Client Services Associate candidates will have: Required • 5 + years of experience successfully supporting busy Financial Advisor(s), • 2+ years of experience in Client On-Boarding, working with custodians, • Bachelors/Associate Degree or equivalent work-related experience, • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented, • Superior communication skills when interacting with clients, advisors and teammates, • A passion to help the team and the advisors, • Very comfortable with Microsoft Office Suite (outlook, word, excel), • VERY comfortable with technology, in general, • English fluencyPreferred, • Fluency, or professional working proficiency, in Spanish, • Experience with Salesforce as a CRM, • Experience with Raymond James or other custodians, • FINRA Series 6 or 7Icing on the Cake, • Experience with Charles Schwab and/or Fidelity Powered by JazzHR PI9edbac977e67-25405-40975745

Job DescriptionOur Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: • Casual Work Environment, • Generous Paid Time Off, • Flexible Work Schedule, • Great Benefits, • And More…Come take your career path to the next level! The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA’s are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled. Essential responsibilities and tasks of the Client Services Associate are: • Work with the Advisor to provide the firm’s stated Client Experience, • Serve as the main contact point for clients and advisor(s) for service needs/questions, • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office, • Assisting with Advisor’s calendar management, • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families, • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an ‘expert’ at RJ and Level Four paperwork processes., • Provide On-boarding team with data entry support and/or client repapering support., • Providing both client-facing and advisor-facing service, • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM, • Engaged in and completing the Remarkable Client Experience for all clients., • Ability to find answers within the resources provided at custodian’s, Level Four, etc., • Communicating with clients via phone and email, • Managing and documenting the client experience activities, • Opening new accounts, tracking transfers and cash requests, • Processing Cash/ACH requests initiated by client, • Managing the Financial Advisor’s calendar, • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors, • Helping communicate changes (bullet above) to the CSA team., • Successfully balance workload when On-Boarding client re-papering support is needed., • Additional duties as requiredSuccessful Client Services Associate candidates will have: Required • 5 + years of experience successfully supporting busy Financial Advisor(s), • 2+ years of experience in Client On-Boarding, working with custodians, • Bachelors/Associate Degree or equivalent work-related experience, • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented, • Superior communication skills when interacting with clients, advisors and teammates, • A passion to help the team and the advisors, • Very comfortable with Microsoft Office Suite (outlook, word, excel), • VERY comfortable with technology, in general, • English fluencyPreferred, • Fluency, or professional working proficiency, in Spanish, • Experience with Salesforce as a CRM, • Experience with Raymond James or other custodians, • FINRA Series 6 or 7Icing on the Cake, • Experience with Charles Schwab and/or Fidelity Powered by JazzHR 9XUoqPmvq8

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

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

Regional Sales Manager – Midwest & Channel (Remote with Travel) Location: Travel within the Midwest Region (UT, CO, AZ, NV, ID, MT, WY) About Telestream Telestream sits at the intersection of media, cloud, and automation—powering the workflows behind the world’s most important video content. As the industry shifts from legacy infrastructure to cloud-based platforms, Telestream is evolving from a collection of best-in-class tools to an integrated, scalable video platform. Role Overview Telestream is seeking a high-impact Regional Sales Manager (RSM) to accelerate revenue growth across the Mountain West territory through a dual-route-to-market strategy: channel-led scale and direct enterprise engagement. This role is designed for a seller who can operate at two levels simultaneously; • Strategic builder of a high-performing partner ecosystem, • Hands-on enterprise seller driving complex, multi-stakeholder deals The RSM will serve as a critical connector between Telestream’s product portfolio (Workflow, Measurement, and Professional Tools), our channel partners, and regional customers—translating technical capabilities into business outcomes across media, broadcast, sports, government, and enterprise video workflows. Success in this role requires strong commercial instincts, technical fluency in video and cloud workflows, and the ability to orchestrate partners, internal teams, and customers through long-cycle, solution-oriented sales. In this role, you will: • Shape how Telestream scales through partners and enterprise customers, • Influence the future of video workflows across industries, • Operate with autonomy while collaborating with a deeply technical, high-performing team, • Play a visible role in Telestream’s next phase of growth Key Outcomes & Impact In the first 12–18 months, the RSM will: • Expand and activate a scalable channel footprint across the Mountain West, • Increase qualified pipeline through partner and direct motions, • Drive net-new ARR and expansion revenue across key accounts, • Strengthen Telestream’s presence as a strategic platform partner—not just a point solution vendor, • Improve forecast accuracy and deal velocity within the region Core Responsibilities Channel Strategy & Partner Ecosystem Leadership (≈60%) • Build and scale regional partner leverage, • Develop and execute a territory-specific channel strategy aligned to Telestream’s GTM priorities., • Identify gaps in coverage across verticals (broadcast, sports, enterprise, public sector, education) and recruit new VARs, SIs, and technology partners. Enablement & Co-selling • Leverage internal resources to train partners on Telestream’s portfolio and value propositions across Workflow, Measurement, and Professional Tools., • Co-develop account plans, joint pipeline, and solution positioning with top-performing partners., • Act as a trusted advisor to partner sales teams, supporting complex deal strategy and technical alignment., • Partner performance management, • Establish measurable goals for pipeline creation, win rates, and revenue contribution., • Prioritize investment in high-impact partners while rationalizing underperforming relationships. Direct Regional Sales & Strategic Account Development (≈40%) • Enterprise selling, • Manage and expand a targeted set of high-value direct accounts and opportunities., • Lead complex, consultative sales cycles involving technical stakeholders, procurement, and executive sponsors. Solution Orchestration • Position Telestream as a platform partner across end-to-end video workflows, including ingest, file based media processing and QC, distribution, monitoring, and live production., • Collaborate with Solutions Engineering, Product Management, and Customer Success to shape differentiated proposals. Pipeline and Forecasting Discipline • Maintain accurate 30/60/90-day forecasts in Salesforce., • Drive consistent pipeline generation and progression aligned to quarterly and annual targets. Cross-Functional Leadership • Partner closely with Solutions Engineering, Channel Enablement, Customer Success, Renewals, and Professional Services to ensure seamless handoffs and lifecycle expansion., • Provide market feedback to Product and Marketing on regional trends, competitive dynamics, and emerging customer needs., • Represent Telestream at industry events (e.g., NAB, regional trade shows, partner forums)., • 5–10+ years of B2B technology sales, ideally in Media & Entertainment, Video Infrastructure, SaaS, or adjacent enterprise technology., • Demonstrated success in a hybrid Channel + Direct sales model., • Track record of closing complex, multi-year, multi-product deals. Technical & Market Fluency • Working knowledge of content supply chain workflows, cloud architectures, transcoding, QC, streaming, and automation., • Ability to translate technical capabilities into business value for non-technical stakeholders. Commercial & Strategic Skills • Strong territory planning, partner leverage, and account strategy capabilities., • Comfortable operating in ambiguity and building structure in evolving markets., • Executive presence with customers, partners, and internal stakeholders. Territory & Travel • Deep familiarity with the Mountain West market; existing partner or customer relationships are a strong plus., • Willingness to travel up to ~40% within the region. Perks That Power Your Life We offer a comprehensive package designed to support your health, financial security, and work-life balance. Our benefits are built to keep you healthy, supported, and free to do your best work. • Day-one medical, dental & vision coverage, • 100% company-paid life + disability insurance, • 401(k) with a sweet company match (up to 8%), • Quarterly HSA boosts & flexible spending accounts, • Flexible time off (salaried) or PTO (hourly) + generous paid holidays, • Pet insurance (yes, your dog gets benefits too), • Legal plan + extras like accident & critical illness coverage

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

As a Forward Deployed Accountant (FDA), you’ll play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You’ll work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation. This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you’ll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base. This is a remote position, but candidates MUST be based in the Bay Area. *Visa sponsorship is NOT available at this time • Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes., • Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents., • Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization., • Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems., • Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations., • Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes., • Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth., • Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects., • Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops., • Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent buliding, and best practices for sustainable operational improvement., • 6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions, with a deep understanding of core accounting operations., • Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment., • Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting)., • Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts, • Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows, • Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams, • Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences, • Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success, • Ability to travel to lead customer engagements, onsite configuration, and adoption workshops., • CPA or degree in Accounting or Finance, • Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions., • Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes, • Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders, • Hands-on experience with basic scripting (e.g., Python or JavaScript), • Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect, • Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems, • Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows, • Background in SaaS platforms focused on finance transformation, compliance, or accounting automation The base pay range for this position is $132,000 - $198,000. This position is eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-LB1 #LI-remote About FloQast: FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day: Unwaveringly Authentic Ambitious with Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work! • Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021, • Best Places to Work by LA Business Journal since 2017 (that’s 9 years!), • Built In’s Best Place to Work in Los Angeles 7 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on _. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting _We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 in short-term advances within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. The Opportunity Dave is looking for a talented Lead Fullstack Engineer to continue building the foundation that empowers the engineers to build products that help millions of people improve their relationship with money. If you're excited to join a tight-knit collaborative team with a mission of helping others, we'd love to hear from you! This squad is building a major zero-to-one product with the potential to become a $100M+ revenue line within the next three years. The team is tackling one of the largest recurring financial burdens our members face, giving them more flexibility and control over when and how they pay. It's an early-stage, high-impact opportunity to shape the architecture, culture, and direction of a product from the ground up. We’re looking for someone who thrives on solving hard problems, is passionate about finding innovative solutions not just for today but allowing for growth of the future, delights customers, and inspires colleagues. What You'll Build and Own Develop and maintain cross-platform mobile applications using React Native and TypeScript. Provide technical leadership and assist guiding the team's overall technical direction. Write clean, maintainable, and scalable code following best practices (e.g., modular architecture, state management, performance optimization). Lead design and work breakdown sessions Implement requirements in TypeScript and Bash Lead and mentor other engineers in contributing to projects on our roadmap, including but not limited to, productivity tooling, test frameworks, ci/cd frameworks, common libraries, and mobile applications Implement dashboards and alerts for system faults and participate in on-call rotations Work closely with product development engineers to learn and understand cross-cutting concerns to create and evangelize easier ways for product engineers to adopt tools, packages, solutions, and best practices Work closely with Back End Infrastructure Engineering (BEI) to deliver on overlapping initiatives Lead and evangelize best practices through code reviews, pair programming, presentations at engineering group meetings, rich documentation, and Champion code quality and testability Participate in 24/7 on-call rotations Experience Required 6+ years of experience in software development 2+ years of technical leadership experience Ability to make sense of abstract initiatives and break work down into digestible work packages in order to distribute work among teammates Basic understanding of algorithm design paradigms, data structures, asymptotic analysis Ability to write provable code in various types of imperative and declarative programming languages and the ability to make trade-off decisions Understanding of mocking, unit testing, code coverage, and integration testing System design paradigms: monoliths, SOA, microservices Experience with TypeScript or JavaScript Experience with CI/CD pipelines for mobile applications (including mobile app build processes leveraging Fastlane) Proficiency in working with third-party SDK integrations Strong debugging and problem-solving skills Excellent communication and teamwork abilities Bonus Experience with state management libraries such as Redux Good understanding of mobile UI/UX principles and design patterns Knowledge of GraphQL Experience with automated mobile testing frameworks and test-driven development Experience building libraries, tools, and services for other software engineers instead of end users Knowledge of performance optimization techniques for mobile applications Technologies We Use React + React Native GraphQL TypeScript (Node.js) Github Actions _ Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: 💚 Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals 💻 Flexible hours and virtual-first work culture with a home office stipend 🏥 Premium Medical, Dental, and Vision Insurance plans 👶 Generous paid parental and caregiver leave 💰 401(k) savings plan with matching contributions 📈 Financial advisor and financial wellness support 🏖️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break 🎉 All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

Regional Sales Manager • Region: USA, • Work Environment: Remote USA, • Domain Expertise: Renewable Generation, Transmission & Distribution, Energy Trading, • Customer Segment: Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users, • Travel Requirement: Up to 60% (on business needs) Company Overview: Our client is world’s best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services. Job Details: Objective: As a Regional Sales Manager, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States. Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains: • Renewable energy grids and hybrid generation plant control rooms, • Power system transmission and distribution (PT&D) control rooms,, • Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements, • Substation automation software, Fault Analysis application and asset management solutions, • Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation, • Monitoring and Control of Grid interactive distributed energy resources – energy storage, electric vehicles ad demand response. You will be supported by: • Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation, • Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform, • Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development, • Their solution tailored to customer’s needs by supporting fully configurable and scalable architecture for project specific implementation In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships. Key Responsibilities Sales Strategy & Execution • Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives., • Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers., • Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity. Consultative Selling & Energy Strategy • Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity., • Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization., • Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions. Expertise in Proposal Development & Bid Management • Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives, • Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer’s specific needs, • Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer’s business and energy infrastructure. Bridge Relationships with Customer Executives • Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives., • Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation., • Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement. Market Intelligence & Thought Leadership • Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities, • Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition., • Represent THEM at industry events, conferences, and forums, strengthening the company’s position as a leader in the energy transformation space. Customer Engagement & Success • Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values., • Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions., • Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer’s energy strategy. Required Qualifications: • 15 or 20+ years of experience in sales, business development, or technical sales, with at least 10 years of leadership experience within the electric utility or energy sector., • Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management., • Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals., • Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders. Skills & Competencies: • Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations., • Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector., • Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes., • Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. All your information will be kept confidential according to EEO guidelines.

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

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

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. WORK FROM HOME This remote position is available to candidates who reside in Florida and are available to work Monday through Friday from 11:00 AM to 8:00 PM Central Time. You must have a home office setup including a quiet workspace and a reliable high-speed internet connection. A minimum of 1 year of proven phone sales experience in a remote or virtual environment is required. ABOUT THE ROLE As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. Our industry-leading marketing generates same-day inbound calls from clients who are actively seeking solutions to their tax challenges. Your job is to be their trusted advisor—conducting discovery calls, analyzing financial and tax information, and enrolling clients into life-changing tax resolution programs. With no cold calling and a robust support system backing you up, you can focus on what you do best: closing deals and changing lives. HOW YOU’LL BE REWARDED Unlimited Earnings Potential! Your pay is directly tied to your performance—with no commission cap. Highly motivated representatives with strong selling skills consistently earn $100,000–$150,000 annually. Base Pay: $14.00 per hour (full-time, 40 hours per week) Commission: Average monthly earnings potential of $8,000–$13,000 With our superior lead flow, your earning potential is limited only by your drive and skill. WHAT MAKES THIS OPPORTUNITY DIFFERENT • Industry-Leading Leads: Warm, same-day inbound calls from clients actively seeking help, • No Cold Calling: Spend all your time on qualified prospects, not outdated lists, • Proven Success Model: Our top performers consistently earn six figures through a process built for your success, • Technology & Support: Access to advanced tools and analytics that make closing efficient and data-driven, • Career Growth: Join one of the fastest-growing companies in the tax resolution industry with clear paths for advancement WHAT YOU’LL DO • Client Consultation: Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals, • Program Evaluation: Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs, • Sales Cycle Management: Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience, • Empathy and Advocacy: Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward, • CRM Documentation: Accurately record client interactions and financial information to ensure seamless communication across teams, • Performance-Driven Results: Meet or exceed sales goals through persistence, organization, and continuous improvement WHAT YOU’LL NEED TO HAVE • Proven success in remote phone sales or telemarketing (minimum 3 years), • Highly motivated with strong communication and relationship-building skills, • Comfortable managing high call volumes and follow-ups in a virtual setting, • Self-disciplined with the ability to work independently and meet goals, • Excellent verbal and written communication; able to simplify complex concepts, • Proficiency with customer systems (Google Suite, Salesforce preferred), • Strong empathy and professionalism when handling sensitive client issues, • Effective time management and adaptability in a fast-paced environment WHAT MAKES YOU A STRONG CANDIDATE • Experience in debt settlement or other financial hardship sales environments, • Background in high-volume inbound sales with a consistent track record of performance, • Strong B2C sales experience with the ability to build trust and close effectively over the phone We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking _.

Full-time Description Due to the nature of our business (consulting), we accept applications on a rolling basis for this position. Qualified candidates will be contacted as new hiring needs arise. While we may not have an immediate opening, we review applications regularly and will reach out as roles become available. Lead with Vision. Influence Strategy. Drive Financial Excellence Are you a strategic finance leader who thrives in fast-paced environments? Do you excel at guiding clients, building systems, and driving meaningful financial outcomes? If you’re ready to join a high-performing consulting team and work alongside top-tier financial professionals, 512Financial is ready for you. About 512Financial: 512Financial provides fractional Finance, Accounting, HR, Talent Acquisition, and Strategic Planning services to early and mid-stage companies nationwide. Founded in 2022 by Bart Davis and Joel Trammell, 512Financial has been recognized as a Best Place to Work in Central Texas every year since 2023. We don’t just support our clients, we become part of their team, delivering expert-level guidance and results at a fraction of full-time cost. About the Role: As an Account Director, you will take full ownership of the financial reporting and operational finance functions for your clients. You’ll plan, implement, manage, and oversee all finance, accounting, and cash-related activities, ensuring accurate reporting, timely close cycles, and strong financial operations. You’ll serve as a strategic advisor, often functioning as a fractional CFO or VP of Finance, guiding executives through decision-making, developing financial procedures, and building the systems that support business growth. In this dynamic consulting environment, you’ll “wear many hats,” adapt quickly, and consistently exceed client expectations. This role is ideal for a forward-thinking leader who is confident, analytical, and eager to make a meaningful impact across multiple high-growth companies. What You’ll Do: • Manage financial operations, develop financial procedures, and oversee their implementation, • Prepare or direct preparation of financial statements and monthly reporting packages for Board presentations, • Serve as fractional CFO or VP of Finance, reporting directly to C-level executives, • Lead the budgeting and forecasting process, • Integrate and optimize financial technologies and systems, • Approve agreements involving financial commitments, vendor contracts, and expenditures, • Coordinate work with third-party consultants, auditors, and tax advisors, • Manage accounting staff and provide final oversight of:, • Month-end close, • Accounts payable, • Billing and accounts receivable, • Bank reconciliations, • Short-term cash forecasting, • Monthly journal entries, • Perform ad hoc financial and operational analyses What You’ll Have: • Bachelor's degree in Accounting or Finance, • Minimum 6 years practical accounting/finance experience, • 4 years management experience in accounting/finance environment, • Acute business judgement with ability to see “big picture”, prioritize and make business recommendations, • Adaptability to working in both independent and in team environments, • Experience driving collaboration and communication across an organization to enable success and growth, • Excellent analytical skills with ability to take action, offer recommendations, and make decisions with incomplete information, • Strong understanding of technical accounting issues and GAAP, • Strong proficiency with Microsoft Office Suite, particularly MS Excel, • Strong interpersonal and presentation skills, • Proficiency in various ERPs a plus (QBO, Intacct, Sage, NetSuite), • Team player, committed to supporting and developing others Why You’ll Love Working With Us: At 512Financial, you’ll join a collaborative, growth-focused consultancy where no two days look the same and your impact truly matters. Our work is grounded in our core values: Always Upfront, We Deliver, In It With You, Make It Better, and Expertise Without Ego and we’re deeply committed to investing in our people and their growth. Benefits Offered: • Medical, Dental and Vision Insurance, • 401K + Match, • Parental Leave, • Profit Share Bonus, • Life Insurance, • Short Term and Long Term Disability, • Generous Time Off Policy, • Annual Employee Development Funds Ready to Lead at the Highest Level? If you’re seeking a role where your strategic leadership, financial expertise, and operational insight can shape the future of high-growth companies, we want to hear from you! Apply today and help drive financial excellence at 512Financial.

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

CallMiner seeks a skilled Customer Success Director to join our Customer Retention Team. In this role, the Customer Success Director drives business value for our key business Process Outsourcing (BPO) partners by ensuring a swift realization of benefits and expertly guiding them through the Conversation Intelligence & Automation maturity curve while optimizing a Center of Excellence. They balance and prioritize both tactical and strategic customer needs to ensure robust Gross Renewal Rates (GRR) and Net Dollar Retention (Net$Ret) forecasts and results. Their primary goal is to drive adoption, retention, expansion, and long-term strategic partner growth by aligning our technology to BPO business goals and operational workflows. • Manage a portfolio of BPO partners, align goals, foster strategic partnerships, and ensuring exceptional customer experiences., • Build strong trusted advisor relationships with BPO leadership and internal CallMiner teams to enable collaboration and alignment across all levels., • Represent CallMiner as the primary point of contact for BPO partners, ensuring a single, consistent voice for escalation and issue resolution., • Lead structured onboarding and enablement programs for new and existing BPO partner implementations, including change management and rollout expert coaching tailored for the BPO environment., • Co-create and implement scalable success frameworks through Center of Excellence for repeatable best practices that BPOs can deploy across their client portfolios and industry verticals., • Support sales, marketing and our BPO partners to develop a Go To Market strategy that can drive additional revenue opportunities., • Monitor platform adoption and usage across BPO client teams, proactively identifying and addressing risks and adoption gaps., • Own retention & collaborate on growth opportunities for your BPO book of business, exceeding $8 million, by driving renewal alignment and business value discussions., • Identify upsell and cross-sell opportunities within the BPO ecosystem; collaborate closely with sales and revenue teams to develop business cases and joint strategies., • Partner with Succes Strategy to influence partner engagement models that optimize BPO success in onboarding and servicing their clients with CallMiner solutions., • Define and track outcome-focused use cases that are aligned with the goals of the BPO clients and their customers., • Use Gainsight and other platform tools to operationalize account health, align team efforts, and ensure transparent execution of success plans., • Act as a thought partner, challenging and guiding BPOs to define, build, and measure strategic Conversation Intelligence use cases that drive quantifiable business impact., • Influence the CallMiner product roadmap by collecting, consolidating, and advocating partner feedback and innovation ideas., • Collaborate with marketing to capture and promote compelling BPO success stories via case studies, events, and industry webinars., • Collaborate with cross-functional teams — sales, product, marketing, operations — to deliver seamless execution supporting BPO partner success., • Proactively identify potential issues or conflicts and lead cross-team initiatives to quickly resolve escalations and maintain partner satisfaction., • Champion operational best practices and continuous improvement methodologies that scale CallMiner’s impact within BPO customers., • 4+ years in customer success, account management or client relations., • Bachelor's degree in a business-related major or equivalent work experience., • Experience developing and managing B2B customer relationships., • Experience managing BPOs and/or channel partners., • Experience with the development, execution, and overview of account plans., • Ability to manage customer expectations and be assertive, persistent, and persuasive., • Able to engage management decision makers and influencers at any level., • Excellent communicator with strong written and verbal communication., • Demonstrated ability to understand customer requirements and translate into a quantifiable solution., • Strong financial acumen with experience supporting revenue generating or cost reduction initiatives., • Ability to effectively prioritize workload and manage changes in priority and direction., • Must be computer literate; have experience using Microsoft Office Suite and other customer centric software., • Based out of our Waltham, MA office or remote., • Potential travel up to 30%., • Bi-lingual speaker preferably Spanish language., • Prior experience in Customer Success or Account Management in a SaaS environment., • Prior experience with CallMiner platform. CallMiner is the global leader in conversation intelligence. Powered by AI and ML, CallMiner delivers the industry’s most comprehensive platform to analyze omnichannel customer interactions at scale. We help our customers to connect the dots between insights and action, enabling them to identify areas of opportunity to drive business improvement, growth, and transformational change. CallMiner is trusted by the world’s leading organizations across retail, financial services, healthcare and insurance, travel, and hospitality, and more. CallMiner's core set of values – from teamwork and ownership to success and joy – serve as a touchstone for what we strive to create in a workplace culture and weave through everything we do as a company. We believe that by building a team of brilliant, inspired people, we can truly accomplish amazing things together. We are committed to providing an inclusive and equitable workplace where everyone feels accepted, valued, and understood. Our strong commitment to a positive workplace has earned us the recognition of a 2024 Top Place to Work by the Boston Globe. At CallMiner, we believe having a work-life balance is key to being able to deliver your best every day. We strive to offer a well-rounded and generous benefits package designed to provide the coverage options and flexibility to meet both individual and family needs. This includes reimbursement programs for both fitness and tuition, generous PTO including an annual volunteer day, paid maternity, parental leave and more. We are an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, ancestry, disability, sexual orientation, marital status, veteran status, gender identity, or any other characteristic protected by applicable federal, state, or local laws.

Couchbase, the operational data platform for AI, empowers businesses to succeed by bringing data to life in new ways. Major market-leading companies rely on Couchbase for mission critical operational, analytical, mobile and AI workloads. Built to replace legacy infrastructure and fragmented data services, Couchbase empowers enterprises with a unified platform architected for performance, flexibility and global scale. With Couchbase, organizations bring their data to life, launching game‑changing customer experiences, exploring the limitless potential of AI, and seamlessly extending applications from the cloud to the edge and beyond. Couchbase’s AI‑ready technology and enterprise partnership model eliminate complexity and reduce total cost of ownership, enabling teams to stay agile, innovative and secure. Couchbase believes data should never slow you down, but act as the foundation for your next breakthrough. Discover why Couchbase is trusted to help the world’s biggest players scale, move fast and stay resilient, no matter what’s next on their roadmap. Visit _ and follow us on LinkedIn and X. Want to be part of our story? Apply today! Location: Varies, US remote Travel: Up to 40–50% Couchbase is seeking a Strategic Account Executive to own and grow a portfolio of our largest, most complex enterprise customers. This role is designed for a senior individual contributor who thrives in long, consultative sales cycles, builds deep executive relationships, and consistently drives expansion within strategic accounts. You will act as a trusted advisor to customers while partnering closely with internal teams to deliver business-critical solutions across cloud and on-prem environments. • Own and execute a Strategic Account Plan for a defined set of named enterprise accounts, aligned to Couchbase’s go-to-market strategy and growth objectives., • Drive new business, expansion, and retention within Fortune 1000 and other strategic customer relationships., • Manage complex, multi-threaded sales cycles from pipeline generation through negotiation and close, leveraging MEDDIC or equivalent sales methodologies., • Build and maintain strong C-level and senior stakeholder relationships, positioning Couchbase as a long-term strategic partner., • Collaborate closely with Sales Engineering, Customer Success, Product, Marketing, SDRs, and Partner teams to deliver differentiated solutions and exceptional customer outcomes., • Develop and execute pipeline creation and expansion strategies, leveraging customer ecosystems, events, cloud partnerships, digital channels, and developer communities., • Accurately manage and forecast pipeline, ensuring strong data integrity across Salesforce and sales tooling platforms., • Partner with leadership and act as a quarterback for internal resources, ensuring alignment across teams and successful execution against account objectives., • Stay current on the Couchbase platform and competitive landscape, articulating clear business value across both cloud (SaaS) and on-premise deployments., • Represent Couchbase with professionalism and credibility in high-stakes customer engagements, negotiations, and executive briefings., • 6–10+ years of enterprise or strategic software sales experience as an individual contributor., • Proven track record of exceeding quota in complex, high-value enterprise sales environments., • Experience selling into Fortune 500 / Global 2000 accounts, navigating procurement, security, and multi-stakeholder decision processes., • Background selling cloud, SaaS, database, or infrastructure technologies, ideally business-critical platforms., • Strong command of enterprise sales methodologies (MEDDIC, Challenger, or similar) and disciplined opportunity management., • Comfortable engaging with executive buyers and technical stakeholders, translating technical capabilities into clear business outcomes., • Experience co-selling with partners, cloud providers, and system integrators is highly valued., • Highly organized, self-directed, and accountable, with strong time management and forecasting discipline., • Thrives in a fast-paced, growth-stage environment, with a builder mindset and passion for customer success., • Willingness to travel up to 40–50%. The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions, equity, and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. Base Pay Range $125,000 - $150,000 USD At Couchbase, we believe innovation thrives when diverse perspectives are at the table. We actively encourage applications from individuals of all backgrounds—including women, people of color, LGTBQIA+ professionals, veterans, and individuals with disabilities. If you see a role that excites you, but don’t meet every qualification, we still encourage you to apply. Studies show underrepresented talent is less likely to apply unless they meet all the criteria. We encourage you to apply if you’re excited about the role and can bring strong contributions to our team. If you require reasonable accommodations during the recruitment process, please let your recruiter know—we’re happy to support you. We value diverse educational and career backgrounds. If your experience aligns with the role’s goals—even if it doesn’t follow a traditional path—we’d love to hear from you. Why Couchbase? Modern customer experiences need a flexible cloud database platform that can power applications spanning from cloud to edge and everything in between. Couchbase’s mission is to simplify how developers and architects develop, deploy and consume modern applications wherever they are. We have reimagined the database with our fast, flexible and affordable cloud database platform Capella, allowing organizations to quickly build applications that deliver premium experiences to their customers– all with best-in-class price performance. More than 30% of the Fortune 100 trust Couchbase to power their modern applications and build innovative new ones. See our recent awards to learn why Couchbase is a great place to work.We are honored to be a part of the Best Places to Work Award for and . Couchbase offers a total rewards approach to benefits that recognizes the value you create here, so that you in turn may best serve yourself and your family. Some benefits include: • Generous Time Off Program - Flexibility to care for you and your family, • Wellness Benefits - A variety of world class medical plans to choose from, along with dental, vision, life insurance, and employee assistance programs*, • Financial Planning - Retirement program* and Business Travel Insurance, • Career Growth - Be valued, Create value approach, • Fun Perks - An ergonomic and comfortable in-office / WFH setup. Food & Snacks for in-office employees., • And much more! *Note: some programs are not applicable to all countries. Please discuss with a Couchbase recruiter to learn more. Learn more about Couchbase: _ _ _ _ Disclaimer: Couchbase is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans’ status, or any other characteristic protected by law. Join an impact initiative group and experience the amazing feeling of Couchbase can-do culture. By using this website and submitting your information, you acknowledge our and understand your personal information may be processed in accordance with our following guidelines in your country of application.

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

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

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you’re protected from the start, • A 401(k) with a 4% company match to keep your future on track, • Discretionary time off - take the time you need, when you need it, • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary We are growing our Platform Engineering team and are looking to add a Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $125k and $140k, depending on experience level. Primary Responsibilities • Participate in all initiatives keeping all compliance, security and regulatory needs satisfied, • Be a thought leader by staying abreast of current and emerging technologies and industry trends., • Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption, • Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models, • Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources, • Directly support the use and delivery of data platform services in the organization, • Ensure that all data platform solutions follow established security and compliance controls, • Maintain existing and future software services code and configuration, • Make recommendations for improvements to existing architecture, • Help implement new technologies for future deployment, • Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption, • Help implement and improve the development of data pipelines, • Other duties as assigned Required Qualifications & Skills • B.S. in Computer Science or equivalent experience, • 4+ years of experience with and strong working knowledge of SQL required, and understanding of data models, • 4+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL, • Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone, • Experience with systems engineering and/or software development: Java, Javascript, Python, PHP, • Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills • Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching, • Experience with Terraform scripting, • Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo, • Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry, • Experience with ETL processes, projects, and tooling: Boomi, • Understanding of systems hardening and secure systems configuration, • Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA, • Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences, • Understanding of Agile/Kanban methodologies Desired Characteristics • Self-motivated, • Intellectually curious, • Collaborative, • Amiable, • Operates with the highest integrity and attention to detail, • Passionate about efficient, scalable business processes, • Ability to prioritize and multitask across many projects Physical Requirements/Special Demands • Must be available to work standard business hours and occasional nights/weekends., • Travel is required up to three times per year We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our . This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About the role Interop Labs is seeking a Business Development Lead – Institutional to expand its footprint with financial institutions, asset managers, and other enterprise partners. This role will be responsible for driving adoption of Axelar's secure cross-chain infrastructure by institutions exploring tokenization, decentralized custody, RWA platforms, and interoperable DeFi applications. The ideal candidate brings strong existing relationships across institutional finance and fintech, and is deeply familiar with trends in digital asset infrastructure, blockchain custody, and institutional crypto adoption. You will act as a trusted advisor to partners, owning the full BD lifecycle from outreach to integration and post-deployment growth. Your responsibilities Identify, engage, and close institutional partners — including banks, custodians, asset managers, financial infrastructure platforms, and RWA/tokenization providers Own the end-to-end partnership development process: prospecting, pitching, technical coordination, negotiation, and onboarding Collaborate with product, legal, and solutions teams to craft compelling value propositions and compliant solutions Build strong relationships with internal stakeholders and ensure partner needs are clearly communicated across Interop Labs Track and report on key metrics related to pipeline health, deal progress, and revenue opportunities Represent Interop Labs and Axelar at industry events, conferences, and working groups (e.g., tokenization, cross-border payments, DeFi institutionalization) Your profile Based in New York, US. 5+ years in business development, sales, partnerships, or strategy roles in institutional financial services, fintech, or enterprise blockchain Strong understanding of the institutional digital asset landscape, including custody, fund infrastructure, stablecoins, and tokenized assets Demonstrated success in sourcing and closing high-value partnerships, preferably involving technical integrations or multi-stakeholder alignment Ability to translate complex technology into business value for financial decision-makers Familiarity with market infrastructure and regulatory considerations related to tokenization and DeFi Self-starter mindset with excellent organizational and interpersonal communication skills Passion for the future of open, interoperable financial systems Bonus Prior experience with L1/L2 blockchain ecosystems, custody platforms, or tokenized fund infrastructure Knowledge of smart contract platforms and cross-chain architecture Why us? Autonomous, distributed environment with the opportunity to work collaboratively in a diverse team worldwide. The scope to contribute to high impact work and make a difference in a decentralized protocol. The chance to challenge yourself whilst learning heaps of stuff in the process. Unlimited time off throughout the year to rest and recharge. Competitive compensation with stock options, experiencing growth from the initial phase. About us Interop Labs builds interoperability technology. Interoperability between blockchains is crucial technology infrastructure for the growth of Web3 and the advancement of internet technology as a whole. Interop Labs is the initial developer of Axelar Network - the programmable Web3 interoperability platform, scaling the next generation of internet applications to billions of users. Axelar network's key attributes are programmability, security and scalability. Axelar (_) has raised over $100 million from leading VCs including DCVC, Galaxy, Polychain, Dragonfly, Coinbase, and more. Its diverse partner ecosystem spans industry heavyweights such as Ripple, Circle, dYdX, Uniswap, JPMorgan, Deutsche Bank, Microsoft, and others—underscoring Axelar’s unique market position and opportunity in unifying stacks between traditional finance and decentralized ecosystems. Axelar protocol was founded by Sergey Gorbunov (MIT PhD, UWaterloo Professor) and Georgios Vlachos (MIT MSc, Math Gold Medalist), who previously helped to build and launch Algorand. Interop Labs is committed to fostering a diverse and inclusive workplace. We are proud to be an equal opportunity employer and do not discriminate on the basis of race, religion, gender, sexual orientation, age, or any legally protected status.

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

SENIOR QUALITY IMPROVEMENT ADVISOR Job Code: SRQIA Reports To: Director, Data Insights & Population Health Base Location: Colorado Only Work Status: Virtual Office Minimum Starting Monthly Range: $6,943 Hiring Range (Monthly Pay): $6,943 - $8,083 Full-time / Part-time Full-time Exempt / Non-Exempt Exempt Risk Designation: Extremely High Summary The Senior Quality Improvement Advisor will be responsible for a variety of tasks related to supporting design and implementation of strategic plans for healthcare delivery transformation and population health initiatives. The Senior Quality Improvement Advisor will be a liaison with community partners, identifying data and reporting needs and collaborating to develop solutions that support stakeholder and participant objectives, while achieving programmatic and organizational goals. Senior Quality Improvement Advisor will be an expert in health information technology, healthcare markets including rural health, and value-based payment reform and models of care. This position will support leading and fostering collaboration across departments and cross-functional teams at Contexture. This position is based in Denver Colorado and requires local residency. Our strategic flexibility allows for local work from home opportunities. Qualifications 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, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Duties and Responsibilities include the following: • Engages with diverse participant groups both in person and virtually to assess data and reporting needs, support quality improvement initiatives, and strengthen relationships with participants and stakeholders., • Serves as a lead in engaging and working with complex participants including rural healthcare providers, navigating challenges with strategic guidance and tailored support to ensure success in programs., • Leads program management efforts in collaboration with Director, ensuring strategic alignment on direction, priorities, and execution across teams and initiatives., • Monitor progress, manage risks, and ensure timely delivery of program milestones., • Coordinate resources across teams to ensure efficient execution and avoid bottlenecks., • Communicate program status, risks, and outcomes to leadership and other key stakeholders., • Support the Director, Data Insights & Population Health in developing and executing key strategic priorities., • Prep for, schedule and facilitate quality improvement (QI) meetings with participants and hospitals including leading QI techniques such as process mapping, fishbone diagrams and PDSAs., • Assist participants in adopting alternative visits, including telehealth and patient portal communication., • Have an in-depth understanding of EHRs and HIEs including best practices for utilization of all HIT technology and reports and supporting EHR selection, adoption, migration., • As a lead, collaborate with Contexture teams to support monitoring and validating data reports, support development of technical assistance roadmaps, development of new reports and products to support participants and provide insight on performance improvement techniques, including:, • Analyzing data quality report results., • Measuring and auditing large volumes of data for quality issues and improvements., • Escalating data quality issues, working with teams within Contexture and with stakeholders to provide technical assistance, supporting continuous improvement efforts and ensuring data accuracy and completeness., • Evaluate and recommend new data reporting or data products needs to meet healthcare market, participant needs., • Supports the development of training materials for internal teams and external participants, ensuring content aligns with program goals and best practices., • Support gathering customer requirements for data solutions, define data solution vision, and coordinate across Contexture with appropriate teams to ensure seamless integration and delivery of data solutions., • Serve as a product owner for complex projects, including rural health transformation program work., • Guide participants on budgeting for value-based contracts., • Actively participate in assigned committees to contribute to program development, process improvement, and organizational initiatives., • Proactively identify business development opportunities with participants. Builds and maintains positive relationships with participants., • Supports Recruitment of community partners for state and federal programs, fee-for-service contracts, and data reporting and population health solutions., • Maintain expertise in the ever-changing healthcare landscape, including value-based payment models at local, state, and federal levels., • Provides mentorship and onboarding support to new staff, fostering skill development and consistency in service delivery., • Stay informed on evolving legislation and reporting requirements for participants and EHR vendors., • Attend, participate in, and present at learning collaboratives and webinars in relation to Healthcare market changes, including local, state, and federal reporting programs., • Work collaboratively with community partners., • Collaborates with all Contexture operations and technical teams to identify and support participants within all managed programs, including achieving data quality standards., • Ensure consistent adherence to Scrum Framework while guiding and supporting and leading Agile transformation initiatives., • Performs other related duties as assigned. Skills • Extensive experience working with clinicians and hospitals on quality improvement efforts and EHR workflows., • Proven customer service skills., • Outstanding attention to detail., • Excellent organizational skills., • Comprehensive knowledge of EHRs and Health Information Exchange:, • Experience with facilitating issue resolution between participants and EHR vendor, • Solid verbal and written communication skills., • Strong process orientation, problem solving and troubleshooting skills and a firm commitment to quality and population health., • Project management experience, including experience with agile sprint methodologies and project management software., • Strong understanding of HL7, C-CDA and XDS.b standards and protocols, and HIE standards and protocols. Proficiency in healthcare clinical codes sets such as SNOMED, LOINC, CPT, ICD, RxNorm, etc. • Expertise in Value Based and Alternative Payment Models., • Clinical health care experience in either an ambulatory or inpatient setting is desirable., • Experience working with Salesforce a plus., • Proficiency in a Windows environment, including MS Office suite with intermediate Excel skills., • Scrum Master and/or Product Owner certification preferred., • Commitment to Contexture mission and strategic direction., • Strong sense of personal responsibility in achieving the organization’s goals in a team environment., • Supports and contributes to the organization’s culture in a way that allows others to feel appreciated, included, and valued., • Team player – able to excel in structured and unstructured environments., • Previous experience as a Practice Facilitator and/or clinical health IT advisor role a plus., • Strong expertise in the following:, • Alternative Payment Models Accountable Care Organizations, • Value-based Payment Reform and models of care, • NCQA Patient-Centered Medical Home, • Bodenheimer building blocks, • Quality Reporting/Programs, • Quality Improvement methodologies and best practices, • Clinical Quality Measures (CQM), • Experience with CQM data definitions and value sets, • Experience with mapping including: LOINC, CPT, ICD, SNOMED a plus, • Experience with registries a plus, • Electronic Health Record functions, • Medical Home Model, • Agile and Scrum methodologies, • Health Information Exchange, • Knowledgeable about Health Information Exchange., • Familiarity with Agile tools., • Adapts well to change and guides others through transitions., • Possesses a strong work ethic and works independently with little supervision., • Communicate proactively and clearly regarding project updates and progress on assigned projects., • Experience in the health care industry., • Effectively and efficiently manage multiple priorities and projects in a dynamic environment., • Ability to establish and meet deadlines in a fast-paced environment., • Outstanding communication skills – the ability to communicate at all levels., • Ability to produce high levels of customer satisfaction and commitment., • Goal-oriented and motivated to meet and exceed expectations., • Supports and contributes to the organization’s culture in a way that allows staff to feel appreciated, included and valued., • Ability to understand the big picture while working at a detailed, task-based level., • Self-starter with a proactive approach to conflict resolution and a strong drive to deliver results., • Valid driver’s license. Education/Experience • Minimum of 7+ years of healthcare experience in a clinical, administration or technology environment with 2+ years of Quality Improvement methodologies desired., • Bachelor’s Degree in Healthcare, Business Administration or related field required; equivalent directly related work experience may be considered in lieu of a degree. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. The position may require occasional availability for after-hours work, outside of regularly scheduled hours. The position may require ability to periodically drive to and from clients, conferences and / or events; and / or limited travel, including occasional travel out-of-state. This position is expected to be exposed to, process, or handle sensitive information including but not limited to Protected Health Information (PHI), Personally Identifiable Information (PII), financial information, etc. As such, the holder of this position is expected to comply with all applicable laws, regulations, organizational policies, and compliance expectations. Physical Demands The physical demands described here are representative of those necessary to perform the essential functions of the role: • Frequent communication and information exchange., • Regular movement within the office to access equipment and materials., • Ability to remain stationary for extended periods (approximately 50% of the time)., • Continuous use of computers and office equipment (e.g., keyboard, monitor, printer)., • Frequent handling of materials up to 10 lbs; occasional handling up to 30 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities and / or qualifications associated with the job. Benefits: The organization provides a comprehensive benefits package. For details, please request a Benefit Summary from our Benefits Department. The organization is an inclusive Equal Opportunity Employer. We do not discriminate on the basis of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other status protected by law or regulation.

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions. The Senior Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our enterprise customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions. This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office. What You’ll Be Doing: · Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results. · Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert. · Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals. · Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts. · Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk. · Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time. · Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators. · Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps. · Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity. · Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality. · Advocate for the Customer: Serve as the customer’s voice within Total Expert, collaborating cross-functionally to address needs and influence product enhancements. · Document and Report: Maintain accurate and up-to-date records of customer interactions, success plans, and engagement history within our customer success platform. · Contribute to a Growth Culture: Continuously looking for ways to enhance customer experiences and internal processes. What We Are Looking For: · Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow. · Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment. · Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company. · Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts. · Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers. · Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals. · Cross-Functional Collaborator: Experience partnering effectively with Sales, Product, Professional Services, and Support teams to drive success. · Executive Credibility: Ability to communicate and establish trust with stakeholders at all organizational levels, including C-suite executives. · Strong Multitasker: Capable of managing multiple priorities and meeting deadlines under pressure. · Positive and Energetic: High energy, flexibility, and a proactive “can-do” attitude in the face of challenges. · Excellent Communicator: Outstanding written, verbal, and presentation skills; comfortable translating technical details into business value. · Organized and Analytical: Exceptional time management, problem-solving, and analytical abilities. · Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools. · Traveling (15-25%) to customer onsite as well as industry events. Skills and Experience that Will Help You Succeed · Experience in the mortgage industry preferred · Experience with the Total Expert platform a plus · 5+ years of experience in Customer Success, Account Management, or Management Consulting (or a similar client-facing role) · 3+ years of experience in a SaaS or technology organization · Experience in financial services, marketing automation, or CRM platforms a plus Compensation/Benefits: The anticipated base salary range for this role is $95,000 - $105,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

AssistRx is a leading healthcare technology and services company dedicated to accelerating patient access to specialty therapies. Through our integrated technology platforms and patient support solutions, we partner with pharmaceutical manufacturers, specialty pharmacies, and healthcare providers to remove access barriers, optimize therapy initiation, and improve long-term patient outcomes. Our Strategic Account Management team plays a critical role in ensuring our manufacturer partners realize full value from AssistRx’s solutions through strong relationships, operational excellence, and data-driven decision-making. The Manager, Strategic Account Management is a senior, client-facing leader responsible for driving account growth, retention, and operational performance across a portfolio of pharmaceutical manufacturer partners. This is a hybrid individual-contributor and people-leader role, requiring deep expertise in pharmaceutical brand operations, HUB services, and specialty pharmacy workflows. You will serve as a trusted strategic advisor to manufacturer brand teams while leading and developing a high-performing account management team. This role requires strong technical acumen, analytical rigor, and the ability to translate complex data and operational insights into actionable strategies for both clients and internal stakeholders. • Serve as the primary strategic partner for assigned pharmaceutical manufacturer accounts, ensuring alignment between client objectives and AssistRx solutions., • Build and maintain executive-level relationships with pharmaceutical brand teams, HUB leadership, and specialty pharmacy partners., • Proactively identify growth opportunities, solution expansion, and risk mitigation strategies across the client portfolio., • Lead client business reviews, performance discussions, and strategic planning sessions using data-driven insights., • Own and manage key account KPIs, including:, • Revenue retention and expansion forecasting, • Account profitability and resource optimization, • Accounts receivable performance and issue resolution, • Analyze operational and financial data to identify trends, risks, and opportunities for improvement., • Partner cross-functionally with Operations, Product, Technology, Finance, and Compliance teams to resolve complex client issues and escalations., • Directly manage and develop a team of 5–6 Strategic Account Managers., • Set clear performance expectations, coach team members, and drive accountability to KPIs and service standards., • Lead hiring, onboarding, training, performance evaluations, and career development for direct reports., • Foster a collaborative, solutions-oriented team culture focused on client success and continuous improvement., • Champion new ideas, process improvements, and innovative approaches to enhance client experience and operational efficiency., • Translate client feedback and market insights into actionable recommendations for internal teams., • Thrive in a fast-paced, high-growth environment while balancing multiple priorities and stakeholders., • Bachelor’s degree from an accredited four-year institution or equivalent professional experience., • 7+ years of experience in strategic account management, client strategy, or consultative sales roles., • Demonstrated experience working with pharmaceutical manufacturers, HUB services, and/or specialty pharmacy operations., • Proven ability to manage complex client relationships and deliver measurable business outcomes., • Strong analytical and problem-solving skills with the ability to interpret data and drive strategic decisions., • High level of technical proficiency, including advanced use of Microsoft Office tools (Excel, PowerPoint, Project, Visio)., • 3+ years of people management or supervisory experience., • Experience supporting enterprise-level pharmaceutical clients in a technology-enabled services environment., • Strategic thinking with strong business and financial acumen, • Executive-level communication and presentation skills, • Ability to influence without authority across cross-functional teams, • Comfort navigating ambiguity and complex stakeholder environments, • Passion for client success, operational excellence, and team development, • Supportive, progressive, fast-paced environment, • Competitive pay structure, • Matching 401(k) with immediate vesting, • Medical, dental, vision, life, & short-term disability insurance, • Opportunity to impact patient outcomes through data-driven healthcare technology., • Collaborative and mission-driven culture that values innovation and continuous learning., • Access to cutting-edge cloud technologies and modern data engineering tools., • Competitive compensation, comprehensive benefits, and career growth opportunities AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws. All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position. AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire

As an Enterprise Customer Success Manager (CSM), you will own a portfolio of ~12–15 mid-market accounts, typically valued between $100K–$300K ARR each. These are complex, relationship-driven customers, all of them Credit Unions. This role spans both executive onboarding during implementation (driving alignment, ensuring the customer is set up for long-term success) and post-implementation success (ongoing adoption, value realization, and growth). The ideal candidate is comfortable moving between tactical execution (helping customers through technical challenges in tandem with our Implementation Engineers) and strategic partnership (advising executives on how to unlock value at scale). This is a remote role open to US-based candidates with a small share of travel (approx. 15%) The Customer Success team is a distributed group of 10+, led by two managers and a Director, supporting CSMs across the US. We work closely with executives at Credit Unions of all sizes, guiding them through onboarding, adoption, and long-term growth. Our culture is high-trust and high-accountability. We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support. The people who thrive here are resilient, bring positive energy, and act with a bias to action in an environment that is still evolving. With the company on a strong growth path, this is a chance to join at a pivotal moment and help shape how we deliver value to customers while growing into larger, more strategic accounts. What You’ll Do Within 3 months, you will: Take ownership of a portfolio of 12–15 accounts, including several large customers in active onboarding. Build relationships with executive sponsors and key day-to-day contacts. Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures. Support adoption of core product capabilities and begin spotting areas for future expansion. Within 6 months, you will: Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management. Establish “3 wide, 3 deep” relationships across your accounts. Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities. Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities Progress 4–5 qualified expansion opportunities, together with our Account Executives Use customer data to surface actionable insights that drive adoption and executive alignment Within 9 months, you will: Be recognized by your customers as a trusted advisor who delivers measurable business value. Consistently drive deeper adoption across your portfolio. Work with the sales team to generate net-new opportunities through referrals Generate at least 8 expansion opportunities across your book of business. What You’ll Bring 5+ years of experience as Customer Success Manager or other customer-facing role in a fast-paced environment, preferably in SaaS and/or Fintech or consulting Willingness to travel up to 15 percent for QBRs, onboarding workshops, and executive meetings Proven success managing a book of 10-20 highly complex B2B accounts, six figures in ARR each, where success depends on navigating fragmented decision-making, not managing high-volume transactional relationships Executive presence and ability to guide senior stakeholders through onboarding and strategic reviews Comfortable holding a point of view with senior stakeholders and pushing back constructively when the evidence supports it; doesn't confuse keeping the peace with doing right by the customer Resilience and adaptability when working with fragmented or less mature customer organizations Bias to action and ownership mindset, able to move initiatives forward in ambiguous environments while respecting process Commercial acumen with experience identifying and driving expansion opportunities Advises customers rather than just serving them: gets to root cause before proposing solutions, backs recommendations with data, and isn't afraid to challenge a customer's assumptions when needed Strong collaboration skills with a track record of working cross-functionally, especially with product, to deliver customer outcomes Technical fluency and ability to translate product capabilities into business value Background in financial services or other regulated industries strongly preferred; open to adjacent industries with experience managing complex, evolving organizations Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability. What’s In It For You? Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly. Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas. Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation. Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package. Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials. Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working. Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans. About Us Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions. Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Our organization participates in E-Verify. Click _ to learn about E-Verify. A Note About AI at Clutch We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation. That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 in short-term advances within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. Dave is on a mission to build financial products that level the playing field. We serve millions of Americans who have been overlooked by traditional systems, giving them faster, more transparent access to liquidity when they need it most. We’re hiring a Lead / Staff AI Acceleration Engineer to help define how AI is built and used across Dave. This is a foundational role on the AI Acceleration team. You’ll help shape the systems that power how AI agents are created, connected to data, and safely deployed across the company. Your focus is not just building individual solutions. You’ll create the underlying infrastructure and patterns that allow teams across Dave to build and trust AI-driven workflows. Early work centers on analytics automation — agents that generate insights, detect anomalies, and handle recurring reporting. You’ll partner closely with Data Engineering, building on a trusted data platform to create an AI Agent Factory that scales across the business. The AI Agent Factory: shared patterns, templates, and infrastructure that make it easy to build and deploy reliable agents Systems that connect LLMs to structured data safely, including access control, context delivery, and governance Integrations with the semantic layer to ensure agents and dashboards use consistent business definitions Evaluation and observability frameworks that help teams understand agent quality and behavior over time Guardrails that reduce risk, including protections against hallucinations, cost overruns, and data misuse Early analytics automation agents that teams rely on for insight generation and exploration You’ll help establish how AI operates across Dave. When this work is successful, teams move faster with better information — and spend less time waiting on manual analysis. Experience / Technical Foundation 6+ years in data engineering, ML engineering, AI infrastructure, or platform engineering Hands-on experience building LLM-powered applications, agents, or tool-use systems in production Experience connecting LLMs to structured data in a safe, reliable way (APIs, data access layers, context delivery, governance) Strong software engineering fundamentals, including testing, monitoring, and production reliability Experience with modern data and ML tooling (e.g., Python, Snowflake, dbt, Airflow, Kafka, Kubernetes or equivalents) Experience operating production systems, including CI/CD, monitoring, and incident response Bonus Experience designing evaluation frameworks for AI systems Familiarity with semantic layer tools (e.g., dbt metrics layer, LookML) Experience in fintech or other regulated environments Experience building internal platforms or developer tooling used across teams Exposure to data lineage, audit systems, or compliance automation You take responsibility for outcomes, not just implementation. You think in systems — how agents interact with data, how teams adopt what you build, and how decisions scale across the company. You’re thoughtful about trade-offs and build solutions that hold up over time. At the Lead level, you tend to focus on execution and reliability — building and operating systems end-to-end. At the Staff level, you also shape direction — defining patterns, influencing architecture, and guiding how the AI layer evolves across Dave. You work well across teams. This role sits at the intersection of Data Engineering, Product, and Analytics, and success comes from building systems others trust and adopt. You’re open to feedback and adjust when new information changes direction. This is a build-from-zero environment in parts. Not everything is fully defined, and you’ll help shape how AI is applied across the company. Priorities will evolve as we learn, but the focus remains on practical use cases with real impact. You’ll have meaningful ownership, paired with a team that values collaboration, clear thinking, and steady progress over time. Build foundational AI systems that shape how an entire company operates Work on real problems with direct impact on millions of members Partner with strong teams across data, product, and engineering Contribute to a mission focused on expanding access to financial tools Ready to build for the underdog? Reports to: Director, Data Platform & AI Acceleration Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: 💚 Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals 💻 Flexible hours and virtual-first work culture with a home office stipend 🏥 Premium Medical, Dental, and Vision Insurance plans 👶 Generous paid parental and caregiver leave 💰 401(k) savings plan with matching contributions 📈 Financial advisor and financial wellness support 🏖️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break 🎉 All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

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

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. About the team and role: Dave is looking for an experienced and motivated Engineering Manager to join our Front End Infrastructure (FEI) team. As an Engineering Manager at Dave, you will play an instrumental role in leading the squad responsible for the foundational systems that every mobile engineer at Dave relies on, from CI/CD pipelines and shared libraries to mobile observability, product analytics, experimentation platform, design systems, and release tooling. You'll be responsible for fostering a collaborative and innovative environment, overseeing project delivery, and driving excellence across the entire mobile engineering organization. This role reports to the Director, DevX and Infrastructure Engineering. What you’ll do: Balance engineering leadership and people management with hands-on technical engagement, maintaining sufficient depth in the codebase and platform architecture to guide technical strategy, influence architectural decisions, and mentor engineers. Bring forward creative technical solutions to handle complex frontend platform challenges by collaborating with product engineering, design, marketing, and other stakeholders. Stay close enough to the code to guide architectural decisions, review mobile platform work, and provide technical direction across React Native, iOS, Android, and our CI/CD and developer tooling stack. Hire, lead, mentor, and motivate talented engineers and help them grow professionally. Collaborate with business and engineering stakeholders to come up with the roadmap, vision, and purpose for the mobile platform. Facilitate and contribute to conversations with Lead and Staff Engineers to come up with scalable mobile architecture, better engineering practices, and prioritize tech debt. Communicate the purpose and "why" behind the current and future priorities to the squad and stakeholders. Remove roadblocks for team members, both technical and otherwise. Be the bridge between the squad and the rest of the engineering org and leadership by making sure that information flows both ways. Be a spokesperson and champion for changes initiated by peers, managers, and leadership. Co-own and measure metrics to enable data-driven decision-making around platform health and developer experience (educated prioritization of tech debt, tooling investments, and developer productivity) in collaboration with engineering stakeholders. And take the lead on solutions to improve when needed. Work closely with peer Engineering Managers and their teams to prioritize and balance platform investments with squad-specific feature needs. Establish processes that improve the mobile design-to-development workflow, partnering closely with design and product to ensure seamless collaboration on shared UI patterns and components. What you’ll need: 6+ years of software development experience. 1.5+ years of engineering management experience. Hands-on experience with mobile or front-end development to guide architectural decisions, review mobile platform work, and evaluate tradeoffs in upgrade paths and shared library design. Hands-on technical depth in mobile development, React Native, iOS (Swift), and/or Android (Kotlin. Sufficient to guide architectural decisions, review mobile platform work, and evaluate tradeoffs in upgrade paths and shared library design. Experience building and maintaining developer infrastructure: CI/CD pipelines, mobile build tooling, and platform upgrade programs. Familiarity with mobile observability and monitoring tools (e.g., crash reporting, session replay, performance tracing) and the ability to drive adoption of these tools across engineering teams. Familiarity with mobile release process and app store regulatory requirements. Experience with product analytics and experimentation platforms, with an understanding of how external vendor infrastructure supports product velocity. Experience creating products or systems that are maintainable, with an appreciation for the compounding value of platform investments. Ability to collaborate well and come up with a technical vision for larger cross-squad infrastructure programs. Experience hiring and building diverse and inclusive high-performing teams. Strong analytical and problem-solving skills. Ability to engage in technical and business discussions from both tactical and strategic viewpoints. Experience in a fast-growing startup. Nice-to-have: Hands-on experience with native iOS (Swift) or Android (Kotlin) development, particularly around OS upgrade cycles and native build tooling.. Experience contributing to or operating an open-source mobile project. Fintech or regulated-industry experience, including familiarity with how mobile platform decisions affect compliance and customer data handling. Experience integrating AI tooling into engineering workflows. Experience with mobile CI/CD, including managing self-hosted runners, build infrastructure, and app store deployment pipelines. Technologies we use: React Native / React TypeScript Node.js MySQL or RDBMS Google Cloud Platform (GCS, Cloud Run, etc.) Docker / Kubernetes Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals Flexible hours and virtual-first work culture with a home office stipend Premium Medical, Dental, and Vision Insurance plans Generous paid parental and caregiver leave 401(k) savings plan with matching contributions Financial advisor and financial wellness support ️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

As a BMW Certified Pre-Owned Client Advisor, you’ll be at the forefront of the automotive industry, promoting our largest ever model range, working with technologies that make motoring a sophistication and sustainable mobility a reality. Reporting to the Certified Pre-Owned Sales Manager, you will be primarily responsible for generating sales of new vehicles to prospective purchasers, maximizing dealership profitability and maintaining an exceptional standard of customer care. Highly motivated and with a competitive edge, you will enjoy going the extra mile for your customers, and thrive on working in a competitive team environment. You will be a problem solver who sees things in an innovative fashion, and can make the complex seem simple. With a confident manner, excellent communication and time management skills, you provide your customers with a premium standard of service, while quickly gaining their trust and respect. You will have the ability to create a positive buying experience for your customers along with a track record of success. Responsibilities: • Initiating and maintaining relationships with customers through outbound sales activities, • Taking customers through a thorough needs analysis, making suitable product recommendations and organizing test drives, • Negotiating deals with customers, • Accurately logging activities on the internal lead management system, • Generating leads for BMW Financial Services and the Aftersales Team, • Delivering sold vehicles personally to ensure quality service and to generate referrals, • Conducting business development and networking activities to generate sales Specific skills required: • Self-driven and motivated to achieve results, • Excellent communication skills, • Experience generating and/or building a loyal client base highly regarded, • Knowledge of current trends and news, plus a strong desire to learn more and do more Benefits: • Remote working, • Competitive Salary and Commissions, • Medical, • Dental, • Vision, • 401(k) plus Match, • Commuter Benefits, • Paid Time Off and Paid Holidays, • Ongoing training to help you grow, • Employee lease program BMW of Manhattan, Inc. provides equal employment opportunity to all individuals regardless of their race, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status or any other characteristic protected by state, federal, or local law. Further, the company treats all employees equitably during employment without regard to any of the before mentioned characteristics. Discrimination of any type is not condoned and will not be tolerated by BMW of Manhattan, Inc.

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 50+ million monthly active customers. We want to redefine the world's relationship with money to make it more relatable, instantly available, and universally accessible. Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We've been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy. The Role Block is building the next generation of commerce experiences for merchants and PSPs through Afterpay, Cash App Pay, Clearpay, and Cash App Afterpay. As part of Block's Solutions Engineering team, you will be a senior technical leader driving complex partner and merchant integrations. You'll work directly with business development, sales, and product teams to deeply understand customer needs, showcase our APIs and services, and solve challenging technical problems that accelerate adoption. You Will • Partner with Sales & Account Management to support sellers integrating with our platform, and co-sell Cash App Afterpay's Developer Platform., • Design and deliver technical solutions, including building proof-of-concepts, custom reports, sample integrations, and troubleshooting complex issues., • Be a trusted technical advisor - translating business requirements into scalable integration approaches and advocating for best practices., • Collaborate with product and engineering teams to surface partner feedback and influence the roadmap., • Create compelling demos, presentations, and technical deep dives for both executives and engineering., • Communicate product features, updates, and technical guidance across internal and external audiences. You Have • 7+ years of experience in technical customer-facing roles (partner engineering, solutions architecture, sales engineering, or similar), working with enterprise merchants or global partners., • Deep hands-on technical expertise - comfortable building with APIs, debugging integrations, and guiding developers through complex implementations., • Prior professional experience with full-stack development and proficiency in at least one programming language., • Experience leading technical projects end-to-end in globally distributed, multicultural teams., • A willingness to travel for onsite client meetings (10-20%) We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build a workplace that is fair and square? Check out our _. While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted. Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future. To find a location’s zone designation, please refer to this _. If a location of interest is not listed, please speak with a recruiter for additional information. Zone A: $171,800—$236,200 USD Zone B: $159,800—$219,700 USD Zone C: $151,200—$207,900 USD Zone D: $142,600—$196,000 USD

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

Staff/Principal Software Engineer - South America Hey there! We are _, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance. Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more. What is the job? To succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together. If you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud. This role pays $70/hr and is for global software engineering contractors. You can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff! What is the hiring process? We have a 4 step hiring process and it takes about a week. First, you’ll be invited to a quick screening call Second, you’ll be invited to a quick coding challenge Third, if your code looks good, our final step is a short chat with our CTO Finally, you'll be invited to a trial week to work with our team Our Culture We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family. Other info: We buy the subscriptions you need (_, ChatGPT, etc) We’re a small and efficient dev team We’re growing gangbusters. All revenue-backed, super low churn. Raised a $80M Series-B $30-$70/hour depending on experience HQ based in SLC, Utah You can work any hours (aiming for 3 hours overlapping HQ's hours) from anywhere outside of the United States Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere *Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.

Iron Bow Technologies is for people who believe trust is paramount, transformation is embraced, and the future is here, because "What we do matters!" We are a next generation solutions provider, delivering mission success across government, healthcare, and commercial industries. Iron Bow relies on our passionate people, long standing partnerships, and strategic thinking to solve your most critical challenges. Whether we team with clients, colleagues, or partners, we put each other first. It’s The Iron Bow Way. THE HIGH LEVEL At Iron Bow, our Customer Success Manager guides our customers toward their business goals, ensuring a smooth and successful experience from throughout the lifecycle of their Enterprise Agreement (EA) or other software contracts. This includes driving adoption, showcasing success, expanding solutions, and supporting renewal decisions. As a Customer Success Manager, you’ll also act as the central connection between the customer and Iron Bow’s teams to ensure seamless communication and support. You’ll be essential in delivering a positive, impactful customer experience every step of the way, while identifying and spearheading new initiatives. This position is based on the East Coast. WHAT YOU’LL BE DOING • Act as a trusted technical and strategic advisor for customers leveraging Cisco software and Enterprise Agreements (EA), guiding them through adoption, optimization, expansion and lasting relationships., • Partner closely with customers to understand their IT environments, and technical challenges, translating those needs into actionable success and adoption plans., • Work closely with sales and cross-functional teams to foster adoption and growth., • Lead customer onboarding into Cisco Enterprise Agreement (EA), ensuring proper setup, alignment, and utilization of EA tools such as EA Workspace, Smart Accounts, Control Hub and True-Forward processes., • Work cross-functionally with Sales, Engineering and Partner teams to drive software adoption, usage insights, and measurable outcomes across Cisco technologies., • Provide subject-matter expertise on Cisco licensing, software portfolios, and lifecycle management to support renewals, expansions, and long-term customer success., • Proactively identify risks, adoption gaps, and expansion opportunities, ensuring customers realize full value from their Cisco investments., • manage and resolve issues, keeping internal teams aligned on partner offerings., • Guide Cisco software and Enterprise Agreement customers through adoption and expansion., • Act as the central point of coordination between customers and internal teams, ensuring seamless communication, issue resolution, and alignment throughout the EA lifecycle. YOUR VALUE PROP FOR OUR TEAM • 5+ years of CX experience in a customer-facing IT role, (Customer Success, Presales, or Technical Account Management) with direct Cisco software, product and/or Enterprise Agreement experience., • Broad knowledge of Cisco technologies, to include: Enterprise Networking, Collaborations, Security and Data Center, Collaboration, and Security, with the ability to speak with business stakeholders., • Self-motivated with a competitive drive and a keen attention to detail, • Solid understanding of Cisco licensing models, software lifecycles, and sales motions, with the ability to translate complexity into clear customer guidance., • Strong technical and problem-solving abilities, with a commitment to quick and effective resolutions, • Proven experience managing customer engagements from start to finish, ensuring high satisfaction, • Bachelor’s degree preferred, especially with a technology background and 5+ years in IT industry, • Skilled in advising customers and partners on best practices and strategic approaches, • Solid understanding of Cisco sales cycle, with excellent verbal and written communication, negotiation, and presentation skills, • Cisco Customer Success Manager Specialist Certification strongly preferred or willingness to obtain within 6 months of hire, • Strong relationship builder with resilience, tenacity, organizational skills, and an ability to prioritize effectively TRAVEL REQUIREMENTS This is a remote position based on the east coast and requires 25% travel. WHY YOU’LL LOVE IT! • Collaborative Environment: Collaboration isn’t a buzzword, it's the key to our success. You’ll seamlessly collaborate with our Engineering, Chief Technology Office, Sales and Marketing teams for precise alignment and propelling opportunities towards excellence., • Integrity: Ethical standards are non-negotiable at Iron Bow. Upholding honesty and authenticity in every client interaction cements our reputation as a trustworthy partner., • Transformation: Join us in redesigning the customer and employee experience, for unparalleled success., • Thriving Culture: Our company culture isn’t just about work; it’s about promoting an environment where innovation flourishes, ideas are heard, and growth is supported. We value diversity, creativity, and foster an atmosphere that fuels your professional journey., • Impactful Work: You’ll be part of meaningful projects that make a difference., • Innovation and Excellence: We’re at the forefront of our industry, pushing boundaries and forward-thinking initiatives., • Flexibility & Autonomy: We encourage our team members to excel and make decisions., • Consistency & Commitment: We foster a culture of consistency and commitment, where team members can be relied upon to follow through and support shared goals., • Resources: Access the tools and support needed to succeed, we’re heavily invested!, • Rewards, Recognition & Exceptional Leadership: Best of all, our compensation plans are designed to reward & motivate. And our leaders are there to provide expert guidance for your growth and success. Compensation and Benefit Information: The initial base salary range for this position is $120,000 - 140,000. In addition to base salary, this role offers a MBO (management by objective) bonus. Our compensation plans are designed to reward success, drive growth, and recognize the impact our sales teams make in the market. At Iron Bow, we invest in our people and their success. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, a 401(k) plan, paid time off, and additional wellness and financial benefits. An overview of our benefits is available on our careers page. #LI-MA1

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

As an Inbound Sales Representative at A Place for Mom, you’ll be the trusted first point of contact for families searching for senior care solutions. In this high-impact sales role, you’ll use empathy, insight, and strategic guidance to help caregivers as they explore the best care options for their loved ones. What you will do: Work in a growing, fast-paced industry as an expert resource for families on senior care options, delivering an exceptional experience aligned to our company mission Take inbound, pre-screened leads working remotely from your home office as an inside sales representative, working an assigned shift with strong schedule adherence Conduct in-depth initial consultation calls with families Educate families on customized senior care options, and work to find the senior living communities and home care providers that best match their needs Act as the liaison between families and senior housing communities or care providers once you successfully complete the 4 week new hire training program What will make you successful: Success is measured by reaching daily production benchmarks (inbound calls and outbound return calls), which consists of referring families out to communities and scheduling tours for them to ultimately drive move-ins. As a Welcome Advisor you will be the company’s first interaction with a family with the goal of being empathetic to their situation and delivering a great family experience. Qualifications: Two or more years of experience in inside sales/inbound call center History of exceeding sales targets Ability to multitask; simultaneously talk on the phone and take notes on the computer Strong computer and typing skills necessary, including Word and Excel and ability to learn and navigate internal CRM system Schedule: You will work a 40-hour work schedule on an hourly, non-exempt basis. Schedules are set based on business needs, and may include regularly scheduled evenings and weekends, along with some holiday shifts during the year. Compensation: Base Salary: $45,760 ($22.00 an hour) On Target Earnings: $74,000 ($28,240 variable bonus (Uncapped) Benefits: 401(k) plus match Dental Insurance Health Insurance Vision Insurance Paid Time Off #LI-AR1 About A Place for Mom A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other. We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference. Our employees live the company values every day: Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy.\ Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow. Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team. Win The Right Way: We see organizational integrity as the foundation for how we operate. Embrace Change: We innovate and constantly evolve. Additional Information: A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview. If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission. All your information will be kept confidential according to EEO guidelines. A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit _.

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

This is a 100% remote role for a candidate living in either California or Colorado About Us Zeitview is the leading intelligent aerial imaging company for high-value infrastructure, providing businesses with actionable, real-time insights to recover revenue, reduce risk and improve build quality. We serve customers in the solar, wind, insurance, construction, real estate, and critical infrastructure industries. Trusted by the largest enterprises in the world, Zeitview is active in over 70 countries. Our mission is to accelerate the global transition to renewable energy and sustainable infrastructure through advanced inspection solutions. About the Role As Vice President, Accounting, you will lead Zeitview's accounting organization and own the controllership function for a global, remote-first, technology-enabled services business. Reporting to the CFO, this leader will be responsible for accurate and timely financial reporting, accounting operations, internal controls, tax, treasury, order-to-cash, audit readiness, and scalable accounting systems and processes. This is a senior finance leadership role for a hands-on executive who can operate strategically while building the discipline, cadence, and team capabilities needed to support growth, capital markets readiness, and continued business transformation. This leader will also help modernize the accounting function by identifying and implementing practical AI-enabled tools and workflows that improve close efficiency, financial reporting, reconciliations, documentation, controls, and overall team productivity. Responsibilities • Lead the accounting organization and serve as the senior owner of the controllership function, including financial reporting, accounting operations, close, technical accounting, controls, tax, and treasury., • Ensure accurate, timely, and GAAP-compliant financial statements, management reporting, board/investor reporting support, and regulatory compliance., • Own the month-end, quarter-end, and year-end close processes, with a focus on improving close speed, balance sheet discipline, account reconciliations, supporting schedules, and reporting reliability., • Oversee core accounting functions including general ledger, accounts payable, accounts receivable, payroll, revenue recognition, fixed assets, consolidations, and intercompany activity., • Build and continuously improve accounting policies, procedures, internal controls, and documentation to support audit readiness and scalable growth., • Lead tax compliance and planning across federal, state, local, and indirect taxes, including sales and use tax, nexus considerations, and coordination with external advisors., • Oversee treasury and cash management activities, including cash forecasting, liquidity planning, banking relationships, and working capital processes in partnership with FP&A and the CFO., • Drive efficient and effective order-to-cash processes, from customer onboarding and billing through collections, revenue recognition, data integrity, and cash application., • Own and optimize accounting systems and process architecture, including NetSuite, integrations with Salesforce and HRIS/payroll systems, automated data flows, and accounting data governance., • Identify, evaluate, and implement AI-enabled tools and automation opportunities across the accounting close, account reconciliations, variance analysis, financial reporting, and internal control processes., • Partner with Finance, FP&A, IT, Legal, and Security teams to ensure AI tools are implemented responsibly, with appropriate data governance, review controls, auditability, and protection of confidential financial information., • Drive continuous improvement in the accounting function by using automation, AI, and process redesign to reduce manual work, improve accuracy, shorten close timelines, and scale the finance organization., • Support M&A integration and acquisition accounting, including purchase accounting, acquired entity integration, policy harmonization, and consolidation of finance processes after acquisitions., • Partner cross-functionally with FP&A, Revenue Operations, Legal, HR, Sales, Operations, and Technology to improve business processes, financial visibility, and accountability., • Build, mentor, and lead a high-performing accounting team and external advisor network, fostering a culture of ownership, urgency, continuous improvement, and strong internal customer service. Qualifications • 15+ years of progressive accounting leadership experience, including controllership and corporate accounting in a growth- stage, multi-entity, or global organization., • Prior experience as a VP of Accounting, Corporate Controller, Assistant Controller, or comparable senior accounting leader with ownership of close, reporting, controls, and accounting operations., • CPA strongly preferred; public accounting experience, Big 4 or national firm background, or audit-readiness experience is a strong plus., • Deep knowledge of U.S. GAAP, revenue recognition, technical accounting, tax compliance, financial reporting, internal controls, and audit processes., • Expertise with NetSuite and proven success improving accounting systems, integrations, data quality, and scalable finance processes. • Familiarity with artificial intelligence, automation, and emerging finance technologies, with the ability to thoughtfully apply these tools to accounting operations, financial reporting, close management, and internal controls., • Experience supporting capital raises, lender/investor reporting, board reporting, financial diligence, or transaction readiness preferred., • Experience with M&A integration, purchase accounting, multi-entity consolidation, and process harmonization after acquisitions preferred., • Strong executive presence and communication skills, with the ability to influence cross-functional stakeholders and explain complex accounting issues clearly., • Demonstrated ability to lead through ambiguity, improve underdeveloped processes, and create operating discipline in a fast- moving environment. • Able to work remotely and coordinate effectively with a fully remote and globally distributed workforce., • Excellent English written and verbal communication skills., • Interest in technology, renewable energy, infrastructure, and the drone/UAV space. Drone experience or knowledge of UAV operations and regulations is a plus. What's Included • Feel great about your work as you join a leading mission-driven intelligent aerial imaging company. Our goal is to accelerate the global transition to renewable energy and sustainable infrastructure, and you personally will play a large part in making this happen., • Your choice of multiple medical insurance plans, including one that covers 100% of the premium for yourself and your dependents., • 100% paid dental and vision insurance., • Unlimited PTO: We mean it when we say we prioritize work-life balance and mental health. Just be sure to share pictures of your vacation when you return!, • Equity: Stock incentive program., • Work-from-home environment: flexibility for employees should be the norm for companies., • Autonomy and upward mobility., • Diverse, equitable, and inclusive culture: a place where your voice matters. Compensation • Compensation will be commensurate with experience, location, and market benchmarks. The role is expected to include base salary ($230,000 - $260,000 USD), equity participation, and standard company benefits. Zeitview is proud to be an equal opportunity employer. At Zeitview, we believe in cultivating an environment where our team members can bring their authentic, whole selves to work. Encouraging identity and belonging is one of the many aspects of our culture that makes us stronger as an organization and drives innovation. We are committed to building and delivering a diverse, inclusive, and equitable workforce that includes age, color, sex, disability, national origin, race, religion or veteran status, that is representative of the world around us, where all individuals are treated with respect and dignity - and to act swiftly if this value is ever threatened. We are constantly striving to be better, and we continue to take strategic steps to advance representation. We also provide reasonable accommodation for qualified individuals with disabilities and for seriously held religious beliefs in accordance with applicable law.

Finite State partners with product security teams, the guardians of our connected world, to create transparency for their connected devices and supply chains. Our platform handles connected devices and embedded systems across all industries, including those found in enterprises, healthcare, utilities, connected vehicles, manufacturing facilities, critical infrastructure, and government entities. We are a fast-growing series-B company with a fully distributed workforce. Led by a team of seasoned experts, we are a mission-driven team passionate about arming our customers with the actionable insights, critical vulnerability data, and remediation guidance necessary to mitigate product risk and protect the connected attack surface. We are committed to a remote first culture. MANAGER, PRODUCT SECURITY TECHNICAL MANAGED SERVICES SUMMARY • Operational leader accountable for hands-on management, planning, and delivery of all Finite State Product Security Technical Managed Services binary firmware analysis, device penetration testing, threat and risk assessments (TARAs), SBOM/SCA generation, vulnerability response coordination, triage and remediation, and long-term engagement support for connected product OEMs and manufacturers (strategic accounts), • Drives operational design, build-out, and scale of new and emerging managed services PSIRT-as-a-Service (PSIRTaaS), EU Cyber Resilience Act (CRA) sustainable compliance, and adjacent offerings with Finite State's AI Product Security Automation Platform as the delivery spine, • Direct people manager for the Technical Services team, accountable for hiring, onboarding, mentorship, performance management, capacity planning, skills development, and utilization optimization across a multi-disciplinary team of product security engineers and analysts, • Customer-facing managed services delivery leader accountable for engagement quality, technical accuracy, schedule adherence, customer satisfaction, renewal, and expansion across the active managed services portfolio, • Cross-functional partner to Product, Engineering, Sales, Marketing, Legal, and Regulatory Advisory Services Team, channeling field-level delivery experience into platform requirements, packaging and pricing, go-to-market enablement, and regulatory positioning ESSENTIAL FUNCTIONS Managed Service Delivery Operations • Manages day-to-day execution of all active managed technical services customer engagements; ensures delivery quality, technical accuracy, schedule adherence, and consistent application of Finite State methodology across binary analysis, penetration testing, TARA, SBOM/SCA, vulnerability management, and remediation advisory, • Owns the full engagement lifecycle: scoping, statement of work, kickoff, execution, deliverable review, customer communications, and renewal/expansion planning, • Establishes, maintains, and continuously improves service delivery playbooks, technical methodologies, deliverable templates, peer review gates, and quality acceptance criteria, • Drives consistent integration of Finite State automation platform into every engagement; ensures platform capabilities are leveraged to maximum effect and that field experience feeds the platform roadmap, • Defines, monitors, and reports Service Level Agreements (SLAs), Service Level Objectives (SLOs), and engagement-level KPIs including billable utilization, time-to-deliverable, defect/escape rates, customer satisfaction (CSAT/NPS), and renewal rate, • Acts as senior technical escalation point for engagement issues, customer concerns, and complex or contested technical findings New Service Build-Out and Operationalization • Leads operational design and standup of new product security managed service offerings — PSIRTaaS, EU CRA sustainable compliance, and other emerging services — including process design, runbook authoring, tooling integration, staffing model, pricing inputs, contractual scaffolding, and SLA framework, • Partners with Product to ensure platform capabilities required for new managed services are scoped, prioritized, instrumented, and operationalized for service delivery, • Designs and operates the customer-facing PSIRTaaS function: continuous vulnerability monitoring, automated and human-assisted triage, advisory issuance, CVE coordination with the appropriate CNA, customer disclosure workflow, remediation tracking, and post-disclosure verification, • Builds the operating model for sustainable EU CRA compliance services: conformity assessment support, Annex I essential requirements mapping, vulnerability handling obligations, technical documentation maintenance, and post-market surveillance support for connected product manufacturers People Management and Team Development • Hires, onboards, develops, mentors, and retains a team of product security engineers and analysts across multiple technical disciplines (binary/firmware analysis, offensive security, embedded systems, SBOM/SCA, regulatory engineering, vulnerability management), • Sets individual performance objectives aligned to team and company OKRs; conducts regular 1:1s, delivers ongoing performance feedback, runs formal review cycles, and addresses performance issues directly and constructively, • Builds and maintains team capacity plans and skills inventories; identifies gaps and drives hiring, cross-training, certification, and external training plans to close them, • Manages utilization across the team to balance billable engagement work, capability development, and reserved capacity for new service launches and surge demand, • Cultivates a culture of technical excellence, intellectual honesty, customer empathy, peer review, and continuous learning; fosters psychological safety in a fully remote operating environment Customer Engagement and Account Management • Serves as senior delivery contact and trusted technical advisor for strategic customer accounts; owns the technical health of those relationships, • Leads recurring service reviews, escalation discussions, and quarterly business reviews; ensures customer outcomes are visible, measurable, and tied to renewal and expansion narratives, • Partners with Sales on scoping, statements of work, pricing alignment, and pre-sales technical engagement; provides expert input to deal qualification and risk, • Identifies and qualifies expansion opportunities (additional products, additional service lines, multi-year commitments) and works with Sales to convert them Financial and Operational Performance • Owns operational delivery against the Services ARR plan; accountable for margin discipline, utilization targets, and forecast accuracy, • Provides input to pricing, packaging, and capacity planning for current and new service offerings, • Tracks and reports delivery cost, gross margin per engagement, write-down and write-off rates, and other services-economics metrics; surfaces structural issues with concrete remediation proposals, • Produces timely, accurate forecasts of staffing, hiring, and external contractor needs against the demand pipeline QUALIFICATIONS EDUCATION AND/OR EXPERIENCE • Bachelor's degree in Computer Science, Mathematics, Physical Sciences, Electrical/Computer Engineering, or equivalent demonstrable experience and certifications; advanced degree desirable, • Minimum 8 years of relevant experience in product security, embedded/connected device security, application security, or offensive security — a meaningful portion delivered in a customer-facing services, consulting, or managed services context, • Minimum 4 years of direct people management experience, including hiring, performance management, mentorship, and team development, • Demonstrated experience standing up new service offerings or productizing technical capabilities within a managed services or information technology environments is strongly preferred, • Hands-on technical depth in two or more of: binary/firmware analysis, penetration testing of embedded or IoT systems, threat modeling and TARA, SBOM and software composition analysis, vulnerability management and disclosure (CVE/CNA workflows), PSIRT/ESIRT operations KNOWLEDGE, SKILLS, ABILITIES Technical • Deep working knowledge of connected and embedded device security, including firmware, microcontrollers, wireless SoCs, RTOS environments, and integrated IoT systems, • Hands-on familiarity with binary and firmware analysis tooling and methodology (Ghidra, IDA, Binary Ninja, radare2, and platform-driven equivalents), • Strong understanding of SBOM standards (SPDX, CycloneDX), VEX, software composition analysis, and vulnerability correlation against CVE/CPE/PURL, • Strong understanding of vulnerability disclosure and PSIRT operating models, including ISO/IEC 29147 (vulnerability disclosure) and ISO/IEC 30111 (vulnerability handling), CVSS v3.1/v4, and CNA operating procedures, • Familiarity with offensive security methodology applied to embedded systems, including hardware-adjacent attacks (fault injection, side-channel concepts, debug interface exploitation) at a depth sufficient to scope, review, and quality-control the work, • Working knowledge of TARA methodologies (ISO/SAE 21434 for automotive, IEC 62443-3-2 for industrial, MITRE ATT&CK and EMB3D where applicable), • Working knowledge of applied cryptography, secure protocols, secure boot, secure update, and key management as applied to embedded systems, • Ability to ramp quickly on AI and agentic AI platforms and productivity systems; familiarity with the automated firmware/binary analysis platform category and AI-assisted vulnerability triage is preferred Standards and Regulatory • Working knowledge of EU Cyber Resilience Act (CRA), including Annex I essential requirements, vulnerability handling obligations, conformity assessment routes, and post-market surveillance expectations, • Working knowledge of IEC 62443, ETSI EN 303 645, NIST IR 8259 series, NIST SSDF (SP 800-218), and US Executive Order 14028 / OMB M-22-18 SBOM requirements, • Familiarity with ISO 27001, SOC 2 Type I/II, and adjacent compliance regimes as they apply to a managed services delivery organization Managed Services Operations • Demonstrated ability to design and operate service delivery functions to defined SLAs, SLOs, and quality standards, • Demonstrated ability to manage utilization, capacity, and engagement profitability in a billable services context, • Strong project and program management capability Leadership and Communication • Excellent written and verbal communication skills; operates fluently with executives, technical individual contributors, customer technical staff, customer executives, regulators, and partners, • Strong people leadership: hiring, coaching, performance management, conflict resolution, and team building in a fully remote environment, • Demonstrated ability to translate technical findings into business and regulatory consequences for non-technical stakeholders, • Customer-facing executive presence: owns escalations, leads difficult conversations, and represents Finite State at the most senior levels of customer organizations Certifications • One or more of the following is required: CISSP, CSSLP, CCSP, GIAC (GPEN/GXPN/GREM/GICSP), OSCP, or equivalent demonstrated technical depth, • One or more of the following is desirable: CISM, CRISC, CISA, ISO/IEC 27001 Lead Auditor or Lead Implementer, IEC 62443 Cybersecurity Expert, PMP/PgMP, ITIL Foundation or higher Tools and Environments • Familiarity with vulnerability analysis and reverse engineering tools, • Familiarity with SAST/DAST/IAST tooling categories, • Familiarity with offensive security tooling, • Familiarity with collaboration and delivery tooling, • Comfort operating in a fully remote, cloud-only company environment Our salary ranges are categorized into two tiers based on geographic location: • Tier 1 (San Francisco, New York, Seattle): $200,000 - $215,000, • Tier 2 (All Other Locations): $190,000 - $207,000 The final base salary will be determined by experience, skill set, and specific location. In addition to base pay, this role is eligible for equity and benefits. At Finite State, we're on a mission to secure the connected world. Our platform empowers product security teams to detect vulnerabilities, manage software supply chain risks, and ensure compliance across complex device ecosystems. From IoT to critical infrastructure, we provide unparalleled visibility into firmware and software components, helping organizations protect their products and customers. We move with urgency and intent — we’re transparent, own outcomes, put customers first, speak up, and learn fast — turning evidence into action. CLARITY is how we move fast without breaking trust. • C - Customer first - Learn from customers. Ship with urgency., • L - Leverage - Outsource the routine. Own the result., • A - Agency - We take responsibility—end to end., • R - Results - Ship value. Improve fast., • I - Integrity - Speak up. Experiment boldly. Be kind., • T - Transparency - Clear context. Faster decisions., • Y - "Why" - Our mission—securing the connected products humanity depends on—is the reason Finite State exists. CLARITY is how we make that mission real, every day, at speed Bold Innovation – We push boundaries, explore new ideas, and take initiative to solve complex problems. The Finite State platform brings visibility and control to the supply chains that create connected devices and embedded systems—all in a simple to use platform and at the scale manufacturers need to keep device production on time and on budget. After unpacking and analyzing every file, configuration, and setting in a firmware build, the platform generates a complete bill of materials for software components, identifies known and 0-day vulnerabilities, shows a contextual risk score, and provides actionable insights that product teams can use to secure their software We are proud to be an Equal Employer Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Finite State is committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities.

Commercial Sales Manager Location: Remote – USA We are seeking a dynamic and results-driven Commercial Sales Manager to lead our high-performing sales team in the North American Private Sector market. As a servant-leader, you will inspire and enable a team of Commercial Account Executives to thrive in the fast-paced, evolving world of crypto and blockchain technology. You will excel at building strategic business plans, navigating complex sales cycles, and driving both new logo acquisitions and significant expansion opportunities within existing accounts. In this role, you will be instrumental in accelerating revenue growth within the mid-market segment by acquiring new sub-enterprise clients in crypto, DeFi, fintech, and digital asset markets while expanding relationships with current accounts through larger, strategic opportunities. Lead, mentor, and coach a team of high-performing Commercial Account Executives to consistently exceed quotas, with a strong emphasis on new logo acquisition and identifying/closing larger expansion opportunities within existing accounts. Own and surpass annual sales targets through disciplined pipeline management, strategic territory planning, and high-velocity execution in the crypto and blockchain space. Drive consultative sales cycles with key stakeholders, including compliance, legal, risk management, and executive leadership teams at crypto exchanges, DeFi platforms, financial institutions, and Web3-native fintechs. Proactively identify and pursue new business opportunities while cultivating larger deals and upsell/expansion revenue from current accounts. Serve as a trusted advisor to both your team and prospects by maintaining deep expertise in blockchain technology, crypto markets, and evolving regulatory landscapes (AML, KYC, FATF, MiCA, FinCEN, SEC guidelines). Monitor daily sales activity, pipeline health, and conversion metrics to deliver accurate forecasts, shorten sales cycles, and create targeted individual development plans. Collaborate closely with Marketing, Product, and Customer Success teams to refine go-to-market strategies, ensure smooth onboarding, and maximize customer retention and expansion. Build and execute effective recruiting, hiring, and onboarding strategies to scale the commercial sales team with top talent experienced in crypto and blockchain solutions. Provide clear, data-driven sales forecasts and insights to inform broader company strategy. 5+ years of B2B SaaS sales experience, including 1–3+ years in sales leadership or management roles specifically leading SMB, Mid-Market, or Commercial sales teams. Strong crypto and blockchain domain expertise with a proven track record of selling to compliance, risk, legal, or security teams within crypto exchanges, DeFi protocols, fintech, RegTech, or blockchain infrastructure companies. Deep understanding of blockchain technology, crypto market dynamics, and global regulatory frameworks (AML, KYC, FATF, MiCA, FinCEN, etc.). Demonstrated success in consistently exceeding ARR targets in high-velocity, consultative sales environments, with clear experience driving new logo wins and account expansion. Proven ability to recruit, develop, and scale high-performing sales teams in fast-growing startup or technology environments. Exceptional leadership, coaching, negotiation, and communication skills, with the ability to guide Account Executives in complex stakeholder conversations. Proficiency with CRM systems (Salesforce preferred), sales engagement platforms (Outreach, Salesloft), and sales analytics tools. High energy, resilience, and a genuine passion for the crypto and Web3 ecosystem. This is an outstanding opportunity for a sales leader who is passionate about crypto innovation and thrives in a high-growth, mission-driven environment. If you have a proven ability to win new logos while expanding strategic accounts in the blockchain space, we want to hear from you. Total Compensation: • Base Salary Range: $155,000-$185,000, • Offers Commission: 50/50 OTE, • Offers Equity About Chainalysis Blockchain technology is powering a growing wave of innovation. Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and investigate criminal cases. As adoption of blockchain technology grows, more and more organizations seek access to all this ecosystem has to offer. That’s where Chainalysis comes in. We provide complete knowledge of what’s happening on blockchains through our data, services, and solutions. With Chainalysis, organizations can navigate blockchains safely and with confidence. You belong here. At Chainalysis, we believe that diversity of experience and thought makes us stronger. With both customers and employees around the world, we are committed to ensuring our team reflects the unique communities around us. We’re ensuring we keep learning by committing to continually revisit and reevaluate our diversity culture. We encourage applicants across any race, ethnicity, gender/gender expression, age, spirituality, ability, experience and more. If you need any accommodations to make our interview process more accessible to you due to a disability, don't hesitate to let us know. You can learn more _. We can’t wait to meet you.

Job Description Job Title: Audit Senior Job Description: SBNG, PC is seeking a motivated Audit Senior to join our team. Audit Seniors are key members of our team. They are responsible for leading audit engagement teams and developing audit staff. The audit senior has the ability to plan an audit, conduct fieldwork, and complete an audit engagement. You will have the opportunity to work closely with key members of management from various audit clients, as well as working closely with the firm’s audit shareholders. You will have the opportunity to lead audit engagements in industries such as construction, non-profit, governmental, service, employee benefit plans, real estate, and many others. SBNG offers the opportunity for career advancement for those candidates seeking to obtain their CPA license and become the next generation of professional leaders in El Paso. Responsibilities: · Display fundamental knowledge of generally accepted accounting principles and financial statements preparation. · Display a thorough understanding of generally accepted auditing standards, and be able to apply common audit procedures and techniques. · Assume responsibility for effectively and efficiently planning, supervising and completing both assurance and consulting engagements. · Supervise staff on multiple engagement teams, and effectively communicate with supervisors, managers and shareholders engagement status and issues. · Develop and sustain client relationships with new and existing clients. · Display the ability to prioritize and multitask, have strong organizational skills, and be deadline and detail-oriented. · Obtain the necessary qualifications to sit for the CPA exam. Qualifications: · Accounting degree completed (Bachelor’s). · If CPA license has not been obtained, candidate must be actively testing and making progress towards completing all parts of the exam. · 2 to 4 years of experience working in public accounting and performing financial statement audits. · Experience completing audit planning and risk assessment procedures. · Experience completing diverse audit areas and interacting with clients in the field. · Experience training and developing new audit staff members. · Excellent written and verbal proficiency. This position requires communication with clients, shareholders, and staff, and may include occasional public speaking and presentations. · Previous experience in the following industries is preferred but not required: Construction, Non-for-Profit, Employee Benefit Plans, Single Audits, Government Agencies. · Must be able to work in the field and in the office on a full-time basis. The position will only occasionally involve working remotely. Benefits: · Competitive salary structure with possibility of annual raises · Health insurance · 401(k) plan · Life insurance · Supplemental insurance (optional) · Flexible spending account · CPA Exam study materials and testing fees · Compensated time-off plan, in addition to base vacation hours. · Summer office hours (April 16 – Labor Day) Our Mission Statement: To be our clients most trusted advisor. Why SBNG Is Different · Opportunity to enter Manager and Partner track after proven ability and motivation to grow with the Firm. · Partners and managers with audit specific experience in diverse industries. · Diverse age group in firm leadership and workforce. · Ratio of 3-4 staff members to audit partner. · Family oriented work-environment. Smart casual dress code. · Face-to-face training and mentoring by audit managers and partners. · Moderate amount of over-time during spring only, summer hours and compensated time-off plan. · Focus on high quality auditing services, firm has received pass with no deficiencies report in all previous peer reviews. · Over 100 audit engagements completed by the audit department each year. · Fully cloud-based and paperless auditing software technology. Most recent technology in audit planning software available to mid-size audit firms. · Opportunities to work on special projects and consulting engagements. · Firm philosophy is to investment in staff training and continuing professional education. Access to over 1,000 of paid CPE and occasional out-of-town conferences. Compensation: Based on candidate’s experience. Compensation is determined based on the local market, with possibility of annual raises. Details will be provided to interested candidates during interview process.

The Lead Advisor serves as a student-facing financial aid and debt management specialist with a particular focus on high-debt and professional programs, including medical, dental, graduate, and other health professions programs. The position provides proactive counseling throughout the student life cycle, including pre-enrollment financial aid guidance, annual borrowing reviews, cumulative indebtedness review, loan repayment planning, exit counseling support, and postgraduation debt management education. The position collaborates with the Director for Financial Aid & Military Affiliated Student Services, the Manager of Scholarship & Aid Processing, Student Business Services, the Registrar's Office, school based student affairs offices, academic programs, and other SSSE units to support coordinated student service, compliance, and student success.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area, • The best products in our industry—and selling something fun!Who are we? Tom James Company is the world's largest retailer and manufacturer of custom clothing. We have almost 60 years of direct selling expertise in the custom clothing industry. We have grown from a single store, to stores throughout 4 continents and more than $500 million in sales. We are vertically integrated which allows us to have complete control over the quality of the garment’s we are providing to our clients. Our sales force consists of highly motivated, service- and sales-minded professionals that strive for growth and leadership. By finding and developing long-term, loyal clients, our people build lifestyles to support their personal and professional goals. Our clients are highly successful, busy professionals who desire convenience, quality and excellent service—which we deliver to them. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company Overview: At Executive Financial Partners, we're driven by excellence and grounded in purpose. Our mission is to equip high-performing individuals with the tools, training, and support needed to build meaningful careers. We foster a culture of ownership, growth, and servicewhere your personal drive aligns with a bigger impact. Role Summary: We are actively seeking disciplined, goal-oriented individuals who are ready to step into a high-impact role. This entry-level opportunity is ideal for those who are motivated by challenge, thrive in fast-paced environments, and are committed to personal and professional development. Prior sales experience is not requiredwe value resilience, integrity, and a willingness to learn. Position Overview: As a licensed insurance agent, you'll be responsible for managing your own book of business while building trusted relationships with clients. You'll meet with individuals and business owners to provide education and access to our supplemental insurance plans. We offer in-depth onboarding and ongoing mentorship to ensure your success in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com