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The FP&A Senior Analyst is a strategic finance partner responsible for transforming data into actionable insights that drive business performance. This role goes beyond reporting numbers — it exists to explain, influence, and improve results. The FP&A Senior Analyst leads forecasting, budgeting, month-end analysis, and financial modeling efforts that inform critical decisions for leadership and the Board. The ideal candidate combines analytical rigor with strong business acumen, communicates clearly, and takes full ownership of deliverables from start to finish. This position requires curiosity, initiative, and the confidence to challenge assumptions while maintaining accuracy and professionalism. Key Responsibilities Month-End Reporting & Analysis • Lead the month-end financial analysis process, delivering accurate and timely reporting packages that summarize company performance., • Perform detailed variance analysis versus budget, forecast, and prior year — identifying root causes and actionable insights., • Prepare the monthly Executive Financial Package and quarterly Board reporting slides, including commentary that clearly communicates key trends, risks, and opportunities., • Partner with Accounting to ensure understanding of key accruals, adjustments, and timing variances impacting reported results., • Lead the monthly forecasting process, ensuring completion and submission by the 8th business day of each month., • Partner with business leaders to identify drivers, risks, and opportunities that impact performance., • Build and maintain forecasting frameworks that link operational inputs (sales, traffic, units, and headcount) to financial outcomes., • Prepare clear variance analyses and commentary that summarize financial trends and inform future forecasts., • Own the annual budgeting process from timeline creation to Board presentation., • Coordinate data collection and validation across departments to ensure completeness and accuracy., • Consolidate departmental budgets into a fully reconciled company-wide budget, with supporting schedules and assumptions., • Develop presentation materials and narratives summarizing key takeaways, performance goals, and strategic priorities., • Design and maintain an integrated forecasting model that projects revenue through cash monthly., • Use models to perform sensitivity analysis and scenario testing, evaluating the financial impact of different business outcomes., • Continuously improve model accuracy and usability through automation, data integration, and enhanced logic., • Oversee the creation and maintenance of recurring operational reports and dashboards (Power BI, Excel, or similar), ensuring the development team delivers clear, actionable insights into project progress, throughput, quality, and overall departmental performance., • Automate recurring reports to improve efficiency and timeliness while ensuring accuracy and consistency., • Produce executive-ready slides and analyses that summarize the “what,” “why,” and “what’s next” of company performance., • Partner with department leaders to explain trends and ensure alignment on drivers, impacts, and corrective actions., • Serve as the financial partner to department and operational leaders., • Communicate proactively — sharing insights and updates before being asked., • Participate in business reviews, providing clear financial context and recommendations for improvement., • Identify opportunities to streamline and automate planning, reporting, and analysis processes., • Collaborate with IT/Development to improve data accuracy and integration across systems (ERP, Power BI, Excel)., • Mentor team members by sharing best practices in modeling, variance analysis, and presentation development. Education & Experience Requirements Education & Experience: • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CFA a plus., • 5–8 years of progressive experience in FP&A, corporate finance, or strategic analysis., • Strong experience with month-end financial reporting, forecasting, and executive presentations., • Proven ability to manage the budgeting process and deliver insights directly to senior leadership., • Retail, distribution, or multi-location business experience preferred Technical Skills: • Experience with ERP systems (Royal4, STORIS, NetSuite, or comparable)., • Strong understanding of GAAP financial statements, variance analysis, and data validation., • Extreme Ownership: Takes full accountability for results and outcomes., • Analytical Rigor: Synthesizes large data sets into clear, actionable insights., • Proactive Communication: Keeps leadership informed and anticipates information needs., • Strategic Thinking: Connects financial data to business drivers and outcomes., • Process Improvement: Continuously challenges inefficiencies to optimize performance., • Executive Presence: Delivers analysis and recommendations confidently and clearly., • Advanced Excel skills (complex formulas, dynamic arrays, pivot tables, scenario modeling)., • Proficiency in Power Query and Power BI or other business intelligence tools.

SELECCION is an SAP service company, and we are a passionate global community dedicated to redefining the future of SAP services. Our mission is to deliver impactful solutions. The future promises to be exciting—come and be a part of it. The SAP Project & Portfolio Manager is responsible for planning, leading, and managing SAP projects across the organization, ensuring successful implementation, delivery, and alignment with business goals. This role oversees the project portfolio, prioritizes initiatives, manages budgets and resources, and drives cross-functional collaboration with business leaders, SAP functional/technical teams, vendors, and PMO. Key Responsibilities Project Management • Lead end-to-end SAP project execution across modules (S/4HANA, ECC, BTP, IBP, EWM, TM, PP/QM, FI/CO, etc.)., • Develop detailed project plans, timelines, budgets, and resource forecasts., • Manage delivery partners, offshore teams, and cross-functional business stakeholders., • Ensure compliance with PMO methodologies (Agile/Hybrid/Waterfall)., • Track milestones, risks, dependencies, and deliverables., • Facilitate daily stand-ups, sprint planning, status calls, and steering committee updates. Portfolio Management • Oversee SAP project portfolio across multiple business units., • Prioritize initiatives based on value, complexity, and business readiness., • Manage demand planning and resource allocation., • Conduct portfolio health assessments, KPIs, and executive dashboards., • Ensure alignment of SAP roadmap with enterprise strategy. Stakeholder & Vendor Management • Work closely with business executives, product owners, and functional leaders., • Manage third-party vendors, SI partners, and contractor resources., • Communicate project status, risks, and decisions to leadership., • Build strong relationships across IT, finance, operations, supply chain, and HR. Governance & Compliance • Drive adherence to change management, release management, and documentation standards., • Ensure audit, security, and SOX compliance for SAP deployments., • Oversee testing cycles: SIT, UAT, Regression, Cutover planning, Hypercare. Required Skills & Qualifications • Bachelor’s degree in IT, Engineering, Business, or related field (MBA preferred)., • 10+ years of SAP project management experience., • Proven track record leading SAP implementations, upgrades, rollouts, or transformations., • Strong knowledge of SAP S/4HANA and related modules., • Experience with Agile, PMP, Scrum, or SAP Activate methodologies., • Excellent communication, leadership, and stakeholder management skills., • Strong analytical, decision-making, and problem-solving abilities., • Ability to manage multiple large-scale initiatives simultaneously. SELECCION CONSULTING LLC is an equal opportunity employer, providing equal employment opportunities to applicants and employees without regard to race, color, creed, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law

Job Description Job Summary: Aquestive Therapeutics is seeking a strategic and results-driven Senior Director to lead Pricing, Contracting & Trade Strategy. This cross-functional leadership role will oversee pricing strategy, government pricing compliance, contract lifecycle management, trade channel development, and GTN forecasting. The ideal candidate brings deep expertise in biotech or specialty pharma, with a strong understanding of U.S. payer systems, innovative contracting models, and distribution logistics. Responsibilities: Strategic Pricing & Contracting • Develop and execute pricing strategies for pipeline and in-line products, aligned with clinical value and market dynamics., • Lead the design and negotiation of contracts across Managed Care, GPOs, Government, and Specialty Pharmacy channels., • Facilitate Pricing Committee meetings and ROI analyses to support strategic decisions., • Ensure compliance with federal and state pricing regulations (e.g., Medicaid Best Price, 340B, FSS, SPTR).Government Pricing & Compliance, • Oversee all aspects of government price reporting (AMP, BP, FCP, NFAMP, PHS, URA)., • Manage relationships with the Department of Veterans Affairs (DVA), including solicitations, audits, and annual reviews., • Ensure timely and accurate State Price Transparency Reporting and wholesaler/distributor licensing.Trade Operations & Distribution, • Establish and manage trade channels and order-to-cash processes with 3PL providers., • Ensure DSCSA compliance and launch readiness for new products., • Evaluate and oversee outsourced vendors including BPOs, analytics consultants, and licensing partners.Gross-to-Net Strategy, • Lead GTN forecasting and analytics to support financial planning and strategic decision-making., • Review and approve customer payments, fee reports, and 340B refunds., • Provide strategic guidance on pricing models and GTN optimization.Cross-Functional Leadership, • Collaborate with Commercial, Finance, Legal, Supply Chain, and Market Access teams to ensure integrated execution., • Lead post-acquisition transitions and office relocations as needed., • Bachelor’s degree in Business, Finance, Health Policy, or related field (MBA or advanced degree preferred)., • 12+ years of experience in pharmaceutical or biotech pricing, contracting, trade operations, and GTN strategy., • Proven success in managing complex contract portfolios and third-party vendor relationships., • Strong understanding of federal and state regulatory requirements including FSS, DLA, SPTR, and PDMA., • Experience with systems such as Model N, Microsoft Dynamics AX, and other CLM or pricing platforms. As part of Aquestive’s employment process, final candidate will be required to complete a drug test and background check prior to employment commencing. Please Note: Aquestive is a drug-free workplace and has a drug free workplace policy in place. Aquestive provides equal employment opportunities to all colleagues and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The Company is required to provide a reasonable estimate of the salary range for this job in certain states and cities within the United States. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate’s relevant skills, experience, and education. Expected Base salary range: $175,600.00 to $240,000.00 USD

Job DescriptionDescription: Who We Are: Celerant Technology Corp is a leading provider of premium, advanced retail management software for retail organizations. Our software, developed in-house, manages all areas of the retail business including point of sale, inventory management, warehouse, distribution, allocation, e-commerce, sales back office, advanced reporting and more. We give retailers the capabilities necessary to run their operation both efficiently and profitably. Celerant is a successful software company that is rapidly expanding. The main headquarters are located in Iselin, New Jersey and, as well as additional offices in Georgia, California, Texas and Turks and Caicos. For more information, visit us at . We are seeking an accomplished Chief Financial Officer (CFO) to join our executive team and lead our finance and accounting functions. The CFO will play a pivotal role in driving financial strategy, overseeing accounting operations, and providing strategic guidance to senior leadership. The ideal candidate will have a proven track record of financial leadership in the software industry, exceptional management skills, and the ability to thrive in a fast paced, dynamic environment. Responsibilities: · Develop and execute financial strategies to support business objectives and drive sustainable growth. · Oversee all aspects of financial planning, budgeting, and forecasting to ensure alignment with organizational goals. · Manage financial reporting, including monthly, quarterly, and annual financial statements, and ensure compliance with regulatory requirements. · Lead the accounting department, including accounts payable, accounts receivable, and financial reporting, ensuring accuracy and timeliness of financial information. · Provide strategic financial analysis and insights to senior leadership to support decision-making and drive business performance. · Establish and maintain strong internal controls and financial policies to safeguard company assets and ensure compliance with regulatory standards. · Lead and mentor the finance team, fostering a culture of excellence and accountability. · Collaborate cross-functionally with other departments to achieve company goals and objectives. · Drive process improvements and efficiency initiatives to optimize financial performance. Qualifications: · Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred. · Minimum of 10 years of progressive experience in finance and accounting roles, with at least 5 years in a senior leadership position. · Must be proficient in NetSuite and Excel. · Proven track record of financial leadership in the software industry, with a deep understanding of SaaS business models and revenue recognition principles. · Strong leadership and management skills, with the ability to inspire and motivate teams to achieve excellence. · Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights. · Excellent communication and interpersonal abilities, with the capacity to build relationships and collaborate effectively across all levels of the organization. · Strategic thinker with a proactive approach to identifying opportunities and mitigating risks. · High level of integrity, ethics, and professionalism, with a commitment to upholding financial best practices and regulatory compliance. Compensation: Competitive Salary with major growth potential, medical benefits, 401K, flexible spending account, 15 PTO days annually, optional dental/optical coverage. Salary range is $120,000 - $150,000 depending on experience. Requirements: · Develop and execute financial strategies to support business objectives and drive sustainable growth. · Oversee all aspects of financial planning, budgeting, and forecasting to ensure alignment with organizational goals. · Manage financial reporting, including monthly, quarterly, and annual financial statements, and ensure compliance with regulatory requirements. · Lead the accounting department, including accounts payable, accounts receivable, and financial reporting, ensuring accuracy and timeliness of financial information. · Provide strategic financial analysis and insights to senior leadership to support decision-making and drive business performance. · Establish and maintain strong internal controls and financial policies to safeguard company assets and ensure compliance with regulatory standards. · Lead and mentor the finance team, fostering a culture of excellence and accountability. · Collaborate cross-functionally with other departments to achieve company goals and objectives. · Drive process improvements and efficiency initiatives to optimize financial performance.

Job Description Position Overview: A growing, privately held food & beverage manufacturing company is seeking an experienced Controller to lead its accounting operations and manage a small administrative office. This position oversees a team of four accounting professionals, including roles in general accounting, accounts receivable, and accounts payable. The Controller will report directly to the Chief Financial Officer and will be developed to assume the CFO role upon their planned retirement. This is a hands-on position and an excellent opportunity for an Assistant Controller ready to take the next step in their career. Key Responsibilities: • Oversee all accounting and financial functions, including monthly close, financial analysis, and cash flow management., • Ensure accurate financial reporting and compliance with federal and state regulations., • Manage inventory valuation, costing, and cost of goods sold (COGS) accounting processes., • Support and improve ERP and financial reporting systems, as well as Microsoft Office applications., • Handle customer credit reviews, bank relationships, payroll, 401(k) administration and compliance, and company insurance programs., • Oversee PCI compliance and coordinate with external IT vendors to maintain network security., • Collaborate cross-functionally to support supply chain operations and manage chargebacks., • Participate in strategic planning and financial forecasting to support company growth. Qualifications: • 10-12 years of progressive experience in finance or accounting within a privately held or family-owned organization., • MBA in Finance or Accounting required., • Experience in both for-profit and non-profit environments preferred., • Strong understanding of inventory costing, cost of goods sold (COGS), and valuation., • Proficiency with ERP and financial reporting systems, along with Microsoft Office Suite., • Experience with tax reporting and compliance is a plus., • Prior exposure to supply chain and chargeback processes is highly desirable., • Ability to thrive in a hands-on leadership role within a small to mid-sized food & beverage manufacturing business environment. Salary Range: $140k - $180k

Job Description Law Firm Associate Attorney Estate & Elder Law, Watchung, NJ Are you looking for an amazing workplace to call your "Home"? If so, we invite you to join our team at our firm specializing in estate and elder law. Our law firm delivers service to clients with over 25 years of experience to clients. We are seeking an associate attorneys with 3+ years of Estate Planning & Elder Care work experience to give clients immediate "Peace of Mind" when/if a crisis happens. Applicants must be experienced in one or more of the following various practice elements of estate and elder law: including, trusts, wills & estates, estate administration and uncontested guardianship matters,. This position offer opportunities for a meaningful career and advancement in an environment where competence and professionalism are equally regarded with empathy for clients and their families engaging the firm for their planning wishes, death and dying crisis management, and advocacy. Summary: The associates' primary responsibilities include one or more of the following: 1. Support the legal team with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations, advise on tax and Medicaid implications and complex asset protection plans including family partnerships and irrevocable trusts; supervise signing ceremonies. Associates have the opportunity for growth in the firm by initiating client engagement through their own relationships., 2. Manage estate and trust administration matters to assist fiduciaries in the administration process, preparation and submission of fiduciary accounts, advise the client on beneficiary relations and asset management/distribution, advise on Estate and Inheritance Tax Returns, interact with financial institutions, and other professionals, and the Surrogate court., 3. Advise on Medicaid spend-down and applications with the County Board of Social Services; defend Medicaid clients in fair hearings; advocate for elderly clients in institutional care settings or home care settings., 4. Engage in litigation related to will and trust contests, guardianship/conservatorship and other issues related to estate and elder law. The associate attorney position is a full-time in-office position. Associates perform a wide variety of functions and work closely with paralegals to support the firm's Estate & Elder Law practice. The position requires competent third-party contact, passionate advocacy, problem-solving, empathetic client contact, document, correspondence and pleading drafting, legal research, and writing, accurate billable hour tracking, and capability of explaining to the client the firm's engagement process and fee schedule. Interpersonal skills are required to develop a long-term client relationship and referrals. Attend CLE as required and to strengthen knowledge in the practice areas to offer innovative solutions to client issues; networking events; county bar association events and involvement. Qualifications & Skills: • J.D. Degree. Additional licensure or education, such as LLM, MBA, or CPA is desired but not required., • Two or more years of relevant work experience, estate and elder law practice preferred., • Excellent communication skills - both oral and written., • Attention to detail, solid organizational skills, and ability to prioritize and delegate tasks., • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm's case management system (CLIO)., • Ability to anticipate the client's needs and the firm's needs to maintain the firm's reputation, competence and excellence. Benefits: Paid time off. Health insurance including medical, dental, life insurance, EAP, and HSA available after the introductory period of 90 days. Wellness benefits include an in-house Exercise Room and a Relaxation/Meditation Room. A private shower will be available to staff members who wish to exercise onsite. Job Posted by ApplicantPro

Job Description Accelerated Path to Management Program New York Life Insurance Company Location: Edison NJ About the Program Are you looking for a career where your experience can propel you into management? At New York Life, we invest in you from day one. You’ll begin as a Financial Professional, mastering sales, client relationships, and business development while gaining access to top training, marketing tools, and digital resources. Once established, you’ll transition into management through our Accelerated Path to Management Program, designed to prepare you for a leadership role. This program is ideal for driven individuals looking to build a career in sales management, financial services, and leadership development. What We’re Looking For We’re seeking motivated people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. Ask yourself: • Do you have sales or managerial experience in another industry?, • Have you run your own business before? Program Overview Phase 1: Financial Professional Experience • Begin as a Financial Professional developing client relationships and learning how to sell insurance and financial products., • Receive extensive training, mentorship, and access to cutting-edge tools. Note: Securities licenses and FINRA registrations are required before offering investment products. Phase 2: Transition to Associate Partner • After meeting requirements in your first 12 months, you’ll enter a six-month Associate Partner training program., • Learn how to recruit, lead, and coach your own team of Financial Professionals. Phase 1 – Financial Professional (initial): • Commission-based compensation., • Salary Range: $60,000 – $150,000, • California minimum: $68,640, • Washington minimum: $77,968.80, • NYC/Nassau/Suffolk/Westchester: $64,350, • Rest of NY State: $60,405.80, • Bonus and incentive opportunities (including Recruiting & Development bonuses)., • Full benefits package, including:, • Medical, dental, and vision, • Life insurance, • Long-term disability & AD&D Why New York Life? • Fortune 100 Company with 180+ years of history, • Mutual company: accountable only to policyholders, not Wall Street, • Recognized by:, • Fortune 2024: World’s Most Admired Companies, • Forbes 2024: Best Employers for Diversity, • 5.1 million lives protected, • $6 billion in living benefits awarded, • $983 million in lifetime annuity income paid We accept applications to become a Financial Professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management Program will need to meet specific requirements before entering the six-month Associate Partner training program. Apply today to launch your leadership career in financial services with New York Life! New York Life Insurance Company 51 Madison Avenue New York, NY 10010 Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Company DescriptionWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency **Source: Individual Third Party Ratings Reports as of 9/18/19. NYLIFE Securities and Eagle Strategies are New York Life companies New York Life is an equal opportunity employer M/F/Disabled/Veteran/Sexual Orientation/Gender Identity SMRU 1863221 exp. 7/16/22We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any\r\n\r\nU.S. life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.\r\n\r\n*Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency\r\n\r\nSource: Individual Third Party Ratings Reports as of 9/18/19. NYLIFE Securities and Eagle Strategies are New York Life companies\r\n\r\nNew York Life is an equal opportunity employer M/F/Disabled/Veteran/Sexual Orientation/Gender Identity SMRU 1863221 exp. 7/16/22

Job Description House of Spices (HOS) is a deeply rooted brand within the food industry, leading the specialty food and ingredient category for over 50 years. Fast-forward from its start as a homegrown family business, House of Spices has become a middle-market wholesale/manufacturer which includes multiple distribution networks across the country. Although the business has and continues to expand rapidly, the brand is still family-owned and home-based out of the NYC metro area. We are looking for talented individuals to join our ACARE culture! The Brand Manager will play a pivotal role in shaping and managing our brand's identity and success in the market. This role involves developing and implementing marketing strategies, conducting market research, collaborating with cross-functional teams, and overseeing brand campaigns to drive brand awareness and growth. Key Responsibilities: • Brand Strategy: Develop and execute comprehensive brand strategies to achieve business objectives, including market positioning, target audience identification, and brand messaging., • Market Research: Conduct market research to understand consumer trends, competitive landscapes, and emerging opportunities. Translate insights into actionable strategies., • Brand Identity: Define and maintain brand guidelines, ensuring consistency in branding across all channels and products., • Product Launch: Plan and execute successful product launches, including market positioning, pricing strategies, and promotional campaigns. Gap identification, product validation. Work with, • NPD team to launch new products through consumer research, market research & identify the market potential & innovation in existing products., • Packaging: Design & develop innovative packaging solutions., • Advertising and Promotion: Manage advertising and promotional activities, including traditional and digital media campaigns, social media marketing, and influencer partnerships., • Cross-Functional Collaboration: Collaborate closely with cross-functional teams, including product development, sales, and creative services, to ensure brand alignment and success., • Budget Management: Develop and manage the brand marketing budget, ensuring efficient allocation of resources., • Performance Analysis: Monitor and analyze key performance metrics to evaluate the effectiveness of marketing initiatives and adjust strategies as needed., • Brand Growth: Identify opportunities for brand expansion and growth, including new product development and market expansion., • Vendor and Agency Management: Manage relationships with external vendors, agencies, and partners to support marketing initiatives effectively., • Bachelors or MBA in Marketing, • Minimum 5 years of FMCG expiring in brand management role. Overall 10 years work experience, • Urdu/Hindi language fluency, • Twelve to fifteen plus years of experience in FMCG FOOD COMPANY only, • Proven experience as a Brand Manager in the food industry or a related field., • Preferred knowledge of South Asian cuisine and grocery, • Strong understanding of consumer behavior, market dynamics, and industry trends., • Exceptional project management and organizational skills., • Excellent written and verbal communication skills., • Creative thinking and problem-solving abilities., • Proficiency in marketing software and tools., • Ability to work collaboratively in a team and lead cross-functional teams., • Strong analytical skills to assess data and make informed decisions., • Results-oriented and driven to meet or exceed brand objectives. House of Spices Inc; provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. #ZR

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1