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Job DescriptionAbout SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Sales Development team at SmartAsset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at SmartAsset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives. This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. About the Job: Responsibilities: • Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails., • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit., • Scheduling and transitioning pitch calls for Account Executives., • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics., • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively., • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.Key Responsibilities1. Prospecting & Outreach, • Targeted Prospecting: Research and execute on lists of target leads of RIA's (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites., • Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling*, and social selling (LinkedIn). *95% of our appointments come from cold calling., • Value-Based Selling: Quickly identify the prospect's business growth challenges and clearly communicate the value proposition of our platform to generate interest. 2. Lead Qualification • Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit., • Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive., • Objection Handling: Professionally navigate objections related to budget, timing, and perceived value. 3. Pipeline Management • CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM, • Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team., • Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred)., • Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives., • Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels., • Tech-Savvy: Ability to learn complex software and sales tech quickly, • Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. Typical Tech Stack, • CRM: Salesforce, • Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful, • Data/Intel: LinkedIn, Fintrix, Google, • Calling: RingDNA, but other dialer tool experience is helpful Key Performance Indicators (KPIs), • Activity: 150+ dials a day, or 200+ Activity points per day (inclusive of talk time), • Results: 22+ "Sales Qualified Leads" (SQLs) or meetings booked per month., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $60,000 base and up to $80,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job Description Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role This role is a critical member of Tabs’ private equity partnership channel, with responsibility for driving partner-sourced revenue, building relationships across the private equity ecosystem, and ensuring PE firm introductions translate into real commercial outcomes at the portfolio company level. You will work closely with the PE Partnerships Lead, the GTM team, and senior leadership to grow Tabs’ presence across leading private equity firms and their portfolio companies. This is a quota-carrying, execution-focused role for someone who is energized by relationship-driven sales, understands how PE firms think, and can credibly represent Tabs at every level — from a partner conversation at the firm to a live product demo with a portfolio company CFO. What You’ll Do * Build and deepen relationships across the private equity ecosystem, including investors, operating partners, and value creation teams. * Source, manage, and grow partner-sourced pipeline and revenue, with accountability for achieving quarterly commercial targets. * Partner closely with the GTM team to ensure PE-sourced introductions are effectively handed off, progressed, and supported through close. * Run independent conversations and product demos with portfolio company finance leaders, translating Tabs’ capabilities into clear business value for CFO and operator audiences. * Develop and maintain a high-trust, high-touch engagement cadence with PE partners, keeping firms educated on Tabs’ product evolution and relevant portfolio use cases. * Represent Tabs at PE industry events, portfolio operating group sessions, and company-hosted events. * Serve as an internal voice of the PE channel by bringing partner and portfolio feedback into positioning, enablement materials, and GTM strategy. * Iterate on the PE partner program and playbook over time, identifying ways to improve how Tabs activates firms and converts portfolio opportunities. Who You Are * You are commercially driven and comfortable owning hard numbers. * You have executive presence and can build credibility with both PE firm stakeholders and portfolio company finance leaders. * You are tech-savvy and product-curious, and can quickly translate complex capabilities into clear, audience-specific value propositions. * You are a strategic thinker who can translate complex ecosystems into clear, executable plans * You are a strong cross-functional collaboration, communication, and stakeholder management skills * You have a high degree of ownership and a builder’s mentality * You have strong project management skills and high degree of polish in work output * You are a high-touch relationship builder who understands the patience required in partnerships and the discipline required to stay top of mind. * You have a builder mindset and are excited to help shape a growing function in a fast-moving company. * You are highly collaborative, low ego, and coachable, with strong ownership and strong cross-functional instincts. * You are energized by relationship-driven sales and comfortable operating across both strategic partnership development and day-to-day execution. Experience * 5+ years of professional experience in partnerships, business development, sales, consulting, fintech, B2B SaaS, or related operator roles. * Proven track record in a quota-carrying or commercially accountable role, ideally with responsibility for pipeline generation, partner activation, or revenue contribution. * Strong understanding of how private equity firms, operating groups, and portfolio company finance teams work; direct experience in the PE ecosystem is a strong plus. * Experience in high-growth or early-stage B2B SaaS or fintech is strongly preferred. * Background in private equity or existing relationships within the private equity ecosystem are a plus. * Understanding of revenue operations, contract-to-cash workflows, billing infrastructure, or finance systems is a plus. Additional Information This role is based in New York City 5 days a week at our Soho office. Perks and Benefits (Full-time Employees) * Competitive compensation and equity * Unlimited PTO * Up to 100% employer covered monthly healthcare premium (medical, dental, vision) * Lunch provided via Sharebite, plus dinner for any later office days. * Parental leave up to 12 weeks * Tax free commuter and parking benefits * Voluntary insurances (Life, Hospital, Critical Illness, Accident) * Employee Assistance Program (Rightway) * Free One Medical Membership * 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. Compensation Range: $150K - $200K

Job Description Accounting Administration Analyst Officer (Hybrid) Located in Manhattan Base salary $110k, depending on skills and experience Join a collaborative branch Administration team where you’ll blend accounting, operations, and office management to keep the branch running smoothly. You’ll work closely with finance, operations, and front office staff and gain broad exposure across the bank. About the role You will oversee overhead expense processing, vendor onboarding and payments, and key branch administration activities. You’ll handle core accounting in QuickBooks and the general ledger, maintain accurate customer/administrative records, and support premises security, records management, and policy reviews. What you’ll do • Process and approve overhead expense payments, including vendor invoices, checks, and wires., • Onboard vendors and enter accounting data in QuickBooks; support journal entries and reconciliations in the GL (Midas)., • Assist with tax-related tasks (sales/use, commercial rent) and the annual overhead expense budget and fixed asset inventory., • Maintain and update customer records in Midas and Summit CAR databases and perform signature verifications., • Manage off-site records storage and participate in annual policy/procedure reviews., • Help administer the Avigilon premises access system and support facilities, vendors, supplies, and basic tech/support requests., • Serve as backup for mailroom/office services, records archiving, premises access, and Cash Teller (under the Cash Officer). What we’re looking for • Accounting background/experience and knowledge of basic accounting principles., • Strong Excel skills and proficiency in Word and PowerPoint; QuickBooks experience preferred., • Experience with Midas/Summit or similar banking systems is a plus., • Organized, detail-oriented team player with excellent English written and verbal communication., • Bachelor’s degree or equivalent practical experience. #acgresourcesjobs Please contact Franca Diona at 646-442-2272. Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

The Sales and Use Tax Senior Manager will work on multiple complex tax engagements and will lead the delivery of innovative sales and use tax planning ideas for our diverse clients. Weaver's Sales and Use Tax Senior Managers are tasked with developing our Associates, Senior Associates and Managers i

CPA license, state bar membership, certification as a member of the Institute for Professionals in Taxation or CMI designation is required 8+ years of professional knowledge in a broad range of sales and use tax processes, concepts and tools Significant experience managing budgets, people and projec

Weaver's State and Local Tax team is looking for an Indirect (Sales/Use) Tax Senior Associate or Supervisor to join their growing team. State and Local Indirect Tax Senior Associates and Supervisors primarily work on complex Indirect tax audits, managed audits and recovery of tax overpayments (rever

Tax Senior - Indirect Tax - Sales and Use. As a Sales and Use Tax Senior, we'll look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. A minimum of 3 years of professional knowledge in a broad range of sales and use ta

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Monitoring changes in sales and use tax laws and regulations and communicate impacts to the

Tax Manager - Indirect Tax - Sales and Use. As a Sales and Use Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes for some very complex issues. A minimum of 5 years professional knowledge in a broad range of sales and use

A&M's Sales and Use Tax team advises clients on sales and use tax matters, including reverse audits, audit management controversy, event-based tax planning, and tax department process improvement projects. Working directly with company management, our tax professionals provide tailored services to a

As a Sales and Use Tax Senior Manager, you will lead engagements on a wide range of tax areas and processes, devising strategic outcomes for complex issues. Tax – Indirect Tax – Sales and Use - Senior Manager. Key responsibilities include identifying opportunities for tax optimization, credits a

As a Sales and Use Tax Manager, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. To qualify for the role, you must have Bachelo

As a Sales and Use Tax Senior, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. Our Sales and Use Tax Lookback Review COE is a

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If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d

If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d