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A company is looking for a Salesforce Administrator/Business Analyst. Key Responsibilities Gather, document, and analyze business requirements Configure and maintain Salesforce, including user roles and security settings Build reports, dashboards, and automation flows while assisting in strategi

Job DescriptionSalary: $100,000 - $130,000 Company Overview At True Venture Group, we are more than a leader in community-based healthcarewe are catalysts for meaningful change. Our mission is to identify and nurture business opportunities that drive innovation, enhancing the health and well-being of the communities we serve. Our unwavering commitment to expanding access to care and promoting health equity fuels everything we do. We empower underserved populations with a diverse range of home-based care services, including Home Health Aide (HHA) services, Remote Patient Monitoring (RPM), Chronic Care Management (CCM), Independent Living Skills Training (ILST), Community Health Initiatives (CHI), and the Consumer Directed Personal Assistance Program (CDPAP). By navigating the complexities of the healthcare system, we ensure that high-quality care reaches those who need it mosthelping individuals thrive at home with dignity and independence. At True Ventures Group, we dont just shape businesseswe shape the future of care. Through strategic innovation, deep expertise, and an unwavering focus on excellence, we deliver transformative healthcare solutions that make a lasting impact. Together, we are redefining community-focused care and setting new standards for whats possible. Reports To: Director of Technical Operations & Analytics About the Opportunity We are expanding our DataOps & Analytics team and seeking a Power BI Developer & Data Analyst who can move quickly, think strategically, and build high-impact dashboards with minimal direction. This role is ideal for someone who thrives in a fast-paced environment, understands how to translate conversations into data solutions, and enjoys building reporting ecosystems from the ground up. Youll work across multiple enterprise platformsSalesforce, HubSpot, HHAExchange, AdvancedMD, HRIS, Payroll, CliniqueIQ, phone systems, and morehelping create dashboards that drive operational performance, strategic decision-making, and company-wide visibility. If you are a Power BI rockstar who wants autonomy, visibility, and meaningful work, this role is for you. What Youll Do Power BI Development • Build visually compelling, insight-driven dashboards in Power BI for executive and operational use., • Convert SQL queries, Excel KPIs, and multi-system datasets into interactive Power BI visuals., • Design robust data models, develop DAX measures, and optimize report performance., • Connect Power BI to multiple sources (API, ODBC, cloud connectors, AWS S3, flat files)., • Partner with IT and external vendors to leverage data lakes and pipelines., • Create and manage ETL/ELT workflows and data transformations as needed., • Translate verbal requirements and business problems into measurable KPIs and dashboards., • Understand operational processes (caregiver, patient, HR, marketing, scheduling) and integrate them into analytics., • Conduct data validation, identify anomalies, and propose data-driven solutions., • Deliver high-quality dashboards rapidly, even when working with unfamiliar systems., • Ask sharp clarifying questions early to lock in direction and minimize rework., • Communicate progress clearly and manage multiple projects simultaneously. A successful candidate: • Learns new systems quickly and builds reports independently., • Delivers meaningful dashboards within tight timelines., • Understands business logic behind KPIs, not just the visuals., • Brings forward-thinking ideas and streamlined approaches., • Handles messy, complex real-world data with confidence., • Communicates clearly with both technical and non-technical teams., • Thrives in a dynamic, fast-paced environment and adapts quickly to changing priorities. Required Qualifications • 5+ years of hands-on Power BI development experience., • Advanced proficiency in DAX, Power Query (M), data modeling, and data visualization., • Expert-level SQL skills able to write complex joins, CTEs, window functions, aggregations, and multi-table queries without guidance., • Able to rapidly create SQL scripts from business requirements (e.g., KPIs in Excel, verbal direction, or existing reports) and reverse-engineer existing logic when needed., • Experience profiling data and understanding database schemas, including identifying keys, interpreting relationships across databases, and diagnosing data quality issues., • Experience integrating data via APIs, ODBC connectors, cloud storage, CSV/Excel, or other modern ingestion methods., • Hands-on experience with relational databases (SQL Server, MySQL, Postgres, etc.) and building new views, tables, or stored logic for reporting., • Familiarity with AWS S3 and data lake concepts, and how Power BI leverages those architectures., • Strong understanding of data architecture and ETL processes, including fact/dimension modeling, star schemas, transformation logic, and incremental loading., • Comfortable working with incomplete or messy data, resolving key mismatches, deduping logic, and creating temporary structures to support high-quality reporting., • Ability to quickly convert business conversations into technical requirements and deliver working dashboards., • Experience optimizing queries for performance, scalability, and large datasets., • Strong analytical and critical-thinking skills with exceptional attention to detail. Preferred Qualifications (Nice-to-Have) • Experience with Salesforce object model & reporting, • Experience with HubSpot, HHAExchange, AdvancedMD, or HRIS/payroll systems, • Knowledge of healthcare or home care data workflows, • Python, R, or Alteryx experience, • Familiarity with data governance, master data management (MDM), or data quality frameworks Why Join Us? • Build high-visibility dashboards that influence operational and executive decisions., • Work directly with leadership in a role that has immediate impact., • Help shape a modern reporting infrastructure from the ground up., • Join a collaborative, growth-oriented team where your skills and ideas matter., • Be part of a mission-driven organization focused on improving patient care and caregiver operations. What We Offer • Comprehensive Medical, Dental, and Vision Benefits, • Weekly pay with direct deposit, • 9 Paid company holidays, • 401(k) Employer Matching

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are This role is remote, but distance is no barrier to impact. Our hybrid teams collaborate across geographies to solve big problems, stay close to our customers, and grow together. You will be part of a culture that values trust, accountability, and shared success where your work truly matters. Job Description Your Career The Worldwide Strategic Data Analyst, MSSP, drives data-informed strategy, operational excellence, and measurable growth across Palo Alto Networks’ global Managed Security Service Provider (MSSP) ecosystem—one of the company’s fastest-growing routes to market. This role combines advanced analytics, strategic program design, and cross-functional collaboration to turn complex data into business intelligence that speeds up decision-making, improves efficiency, and boosts partner success. Join a fast-moving, forward-thinking team that challenges convention and turns ideas into impact, helping shape how Palo Alto Networks expands its MSSP business through data, automation, and innovation. Your Impact Data Strategy & Intelligence * Develop and manage a comprehensive global MSSP data intelligence framework that consolidates financial, operational, and partner performance metrics. * Lead predictive modeling and visualization initiatives to identify growth opportunities and profitability drivers. * Apply first-principles thinking and hypothesis-driven analysis to break down complex challenges and create practical, high-impact solutions. * Lead AI-driven initiatives that improve automation, simplify reporting, and uncover new growth opportunities. * Conduct global MSSP discount and rebate analysis to ensure financial alignment and profitability. * Design, manage, and optimize incentive programs to boost partner adoption and platform consumption. * Collaborate with Finance, RevOps, Partner Operations, and Partner Programs to assess incentive ROI and recommend data-driven improvements. Program Leadership & Execution * Design and operationalize global MSSP programs and initiatives aligned with the Partner Program strategy. * Serve as the business owner for IT development, integrations, enhancements, and BRD documentation for MSSP operations and initiatives - including Salesforce, Tableau, Google Sheets/Excel, BigQuery, and other data-driven platforms. * Lead governance, compliance, and ongoing improvement across enablement, reporting, and automation workflows. * Support IT and Learning & Enablement initiatives to improve tool integration, data flow, and reporting. * Oversee cross-functional timelines, deliverables, and dependencies to ensure consistent and measurable execution across IT, Finance, RevOps, and Enablement teams. * Collaborate with RevOps and Finance to improve forecasting accuracy, revenue attribution, and performance reporting. * Support executive business reviews (QBRs) and ad-hoc analytics by providing data storytelling and insights that lead to measurable outcomes. Qualifications Your Experience * Proven success in managing data-driven global programs with measurable business impact. * Advanced proficiency in data visualization tools like Power BI and Tableau, along with strong analytical skills modeling. * Strong statistical and problem-solving abilities with the skill to convert complex data into insights for executives. * Exceptional communication and leadership skills in cross-functional, global settings. Preferred Experience * 5+ years of experience in cybersecurity, SaaS, or partner program strategy at a global scale. * Familiarity with indirect channel models and cybersecurity platforms (SASE, SOC, SIEM, MDR, XDR). * Background in management consulting (Bain, McKinsey, BCG, or similar) or finance, with a focus on data-driven strategy and large-scale business operations transformation. * Exposure to large-scale IT integrations and BRD development. * Experience with AI tools (e.g., ChatGPT, Gemini, or similar) to enhance data analysis, automation, and content generation efficiency. * MBA or advanced degree in Business, Data Analytics, or a related field. Additional Information The Team This role is remote, but distance is no barrier to impact. Our hybrid teams collaborate across geographies to solve big problems, stay close to our customers, and grow together. You will be part of a culture that values trust, accountability, and shared success where your work truly matters. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $120,000 - $193,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionSamba TV tracks streaming and broadcast video across the world with our proprietary data and technology. We are on a mission to fundamentally transform the viewing experience for everyone. Our data enables media companies to connect with audiences for new shows and movies, and enables advertisers to engage viewers and measure reach across all their devices. We have an amazing story with a unique perspective on culture formed by a global footprint of data and AI-driven insights. The Programmatic Revenue Analyst plays a pivotal role in driving financial accuracy and transparency across Samba TV's comprehensive programmatic portfolio, including Data Segments, PMP deals, Managed Service, and Open Exchange (OX) solutions. As the owner of the revenue reconciliation process, this position sits at the critical intersection of adtech platforms, revenue operations, and data analytics. The role demands a unique blend of technical prowess and deep programmatic advertising expertise to navigate complex platform relationships and revenue models. The ideal candidate is a data-driven problem solver who can translate intricate programmatic metrics into actionable business insights. They thrive in a dynamic environment where they can tackle multiple high-stakes priorities while maintaining impression-level precision across billions of monthly transactions. This position offers the opportunity to build a streamlined revenue operations system at a company that's fundamentally transforming how brands leverage TV data across the entire media ecosystem. Requirements: must live within 50 miles of a Samba Office in NYC. Required in office 3 days a week (Tuesday-Thursday) with a possibility of increasing in the future.How You Will Grow • Own end-to-end monthly revenue reconciliation process across all programmatic offerings using Power BI and Azure, • Ingest, clean, and normalize usage reports from multiple activation platforms, including DMPs (Liveramp, Semasio), SSPs (Magnite, Freewheel, OpenX, Xandr Curate, Pubmatic), CTV AdServers (Springserve), and DSPs (The Trade Desk, Xandr Curate, DV360), • Map all programmatic product usage data to Salesforce Opportunities and Product Line Items to ensure accurate revenue attribution, • Build and maintain comprehensive dashboards that provide visibility into programmatic revenue streams, • Analyze and validate impression data, CPMs, Traffic Acquisition Costs (TAC), and revenue share agreements across different usage reports, • Proactively investigate and resolve revenue discrepancies between platform usage reports and Salesforce opportunities to maintain data integrity and accurate forecasting, • Drive cross-functional alignment between Finance, Sales, and Operations teams to ensure timely and accurate revenue recognition, reporting, and billing processes, • Analyze platform performance metrics to deliver actionable revenue insights and growth opportunities to key stakeholders across Sales, Finance, and Executive teams, • Lead process automation initiatives and develop strategic recommendations for new tools and technologies to optimize the monthly reconciliation workflow.Requirements, • 5+ years of experience in programmatic advertising, adtech, or data analysis, • Degree in Business Analytics, Data Science, Computer Science, or related field, • Deep understanding of programmatic advertising metrics (impressions, CPMs, revenue shares) and usage reports across DMPs, SSPs, DSPs, and ad servers, • Advanced Excel and Google Sheets experience with experience writing scripts, • Experience with tools like Power BI, Tableau, Datorama, Looker, • Proficiency in Salesforce CRM and ability to understand complex data relationships, • Meticulous attention to detail and ability to investigate data anomalies, • Excellent problem-solving skills with the ability to work independently, • Strong communication skills to effectively collaborate with cross-functional teamsPreferred Qualifications, • Experience with Python (Pandas) or R for data analysis and automation, • SQL proficiency for querying and analyzing large datasets, • Knowledge of APIs and data integration concepts, • Experience with version control systems like Git

Job DescriptionCompany Description From 1946, people of the House of Parfums Christian Dior in France and around the world embody the spirit of excellence, creativity, and the unique savoir-faire of its creator, the couturier-perfumer Christian Dior. Revolutionizing the codes of French elegance and luxury with its perfumes, combining tradition and daring innovation in makeup and skincare, we reinvent every day the Dior style and affirm beauty and joy in its entirety. Parfums Christian Dior is part of the LVMH Group. Job Description We are seeking a strategically minded and analytically driven Manager, Business Analyst & Digital Planning to lead forecasting, performance analysis, and business planning for our direct-to-consumer (DTC) digital channel. In this role, you will design forecasting models, build dashboards, and translate data into insights that shape and accelerate the digital business. The ideal candidate is equal parts data scientist, business strategist, and storyteller—able to transform complex data into clear, actionable insights that drive growth and elevate the luxury digital experience. PRINCIPAL DUTIES AND RESPONSIBILITIES Forecasting & Analysis: • Lead the development, maintenance, and refinement of sales and demand forecasts at SKU, category, and channel levels—integrating historical trends, seasonality, and business inputs from Finance and Sales Planning., • Continuously analyze and recap product and category performance to identify trends, highlight risks and opportunities, and ensure alignment across sales and inventory planning., • Conduct variance analysis (forecast vs. actuals), delivering insights and corrective recommendations to improve forecast precision and agility., • Analyze and share business performance on a daily, weekly, and monthly basis to identify trends, risks, and highlight opportunities for growth., • Partner with Beauty Tech for reporting and generate insight-driven narratives, preparing regular performance recaps, and communicate findings., • Create KPI scorecards that empower teams with accessible insights., • Proactively identify anomalies versus target plans and find actionable solutions., • Stay current on digital and retail trends, emerging technologies, and evolving consumer behaviors that could influence traffic, conversion, and sales performance.Qualifications, • 5-7 years of experience in digital commerce, forecasting, or digital planning ideally within a luxury, beauty, or premium consumer brand, • Proven expertise in sales forecasting, demand planning, and performance analytics, with the ability to interpret financial reports and translate insights into actionable business strategies, • Experience in leveraging data and insights to inform digital strategy, marketing performance, and profitability optimization., • Strong understanding of DTC business models, merchandising strategy, and eCommerce KPIs (traffic, conversion, AOV, retention, and profitability)., • Demonstrated ability to translate complex data into clear business narratives, influencing cross-functional teams and senior stakeholders., • Strategic and detail-oriented, with the ability to manage both high-level insights and operational execution., • Self-starter who can work autonomously, anticipate business needs, and drive projects from analysis to action., • A mindset of continued curiosity and innovation, always seeking new ways to improve forecasting accuracy, efficiency, and business impact., • Passion for the beauty and fragrances industry, competitive landscape & trends., • Advanced proficiency in Microsoft Excel and PowerPoint; experience with digital analytics and dashboard tools such as Power BI, Google Analytics, and Salesforce, • Experience working with a foreign parent company a plus. Additional Information This job description is intended to cover the core accountabilities of the position and 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 notice. All your information will be kept confidential according to EEO guidelines. LVMH Inc. uses the published salary range as a guideline to provide our employees with market competitive pay while allowing for flexibility to recognize and reward various levels of expertise, performance, and tenure. While the published salary range is a good faith reflection of the targeted salary level for the position, LVMH Inc. reserves the right to pay outside of the published range of $115-$125,000.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the Head of Sales & CS Operations, the Senior Sales Operations Analyst will be a strategic partner to sales leadership, taking ownership of sales forecasting, pipeline health, and process optimization. This remote role is part of the Sales Operations team and plays a critical role in driving revenue growth and operational excellence. What you'll be doing: • Own and continuously improve our pipeline reporting and forecasting partnering closely with sales leadership (BDR, Strategic Alliances, Channel Partnerships, Public Sector Sales) to ensure accuracy and insight., • Analyze pipeline health and implement strategies to maintain high-quality opportunities across the funnel., • Develop and maintain dashboards and reports that provide real-time insights into sales performance, pipeline metrics, and business trends., • Lead and execute cross-functional projects that enhance sales processes, tooling, and data integrity., • Act as a subject matter expert in Salesforce, collaborating with admins and enabling the sales team with efficient processes and system enhancements., • Standardize reporting and analytics to support internal business reviews, leadership updates, and strategic planning., • Forecast accuracy maintained within ±5% across quarters, • 90%+ of pipeline consistently meeting hygiene standards (stage, close date, value accuracy), • Sales team satisfaction score of 4.5+ for analytics and reporting tools, • Delivery of 2+ strategic analytics projects per quarter Required: • 3–5 years of experience in sales operations or business operations, preferably in a high-growth SaaS environment, • Proven track record of partnering with sales leadership to deliver strategic insights and improve forecasting accuracy, • Deep understanding of sales processes, pipeline management, and funnel metrics, • Proficiency in Salesforce with 2+ years of hands-on reporting/dashboard experience; CRM Analytics a plus, • Bachelor's degree in Business, Finance, Economics, or related field, • Experience with BI tools (e.g., Looker, Tableau) Benefits provided by Spring Health: Note: We have even more benefits than listed here and below, your recruiter will provide more in-depth information as you continue in the interview process. Benefits are subject to individual plan requirements and eligibility criteria. • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionDescription: Job description: About the Role We’re seeking a Product Analyst/Product Owner to support our growing engineering team in building data-driven, client-focused insurance technology solutions. You don’t need deep insurance experience — just curiosity, strong analytical skills, and the ability to learn quickly. You’ll work closely with the product lead, engineers, business stakeholders, and operations teams to analyze product performance, streamline workflows, and ensure our releases meet business needs and quality standards. Key Responsibilities • Analyze product performance, user behavior, and business metrics to identify trends and opportunities for improvement., • Build dashboards and reports to monitor adoption, usage, and outcomes across internal and customer-facing systems., • Collaborate with business stakeholders to document requirements, user stories, and acceptance criteria for enhancements and new features., • Perform quality assurance testing to validate data accuracy, workflows, and product functionality before release., • Support data validation and reconciliation efforts between internal systems, Salesforce, and partner integrations., • Conduct market and competitive analysis to inform product strategy., • Translate data insights and user feedback into clear, actionable recommendations., • Bachelor’s degree in Business, Communications, Information Systems, or a related field., • 2–5 years of experience in product analysis, business analysis, or related analytical role., • Experience using Salesforce for data analysis, reporting, or workflow management., • Excellent communication and documentation skills — able to bridge technical and non-technical teams., • Experience in or exposure to the insurance or financial services industry., • Basic understanding of API integrations or data pipelines., • Hands-on experience shaping insurance technology products that drive measurable business outcomes., • A chance to work cross-functionally with product, engineering, and operations teams., • Vacation & Sick Days, • 11 paid holidays, plus additional “floater” holidays, • Health Insurance, • Dental Insurance, • Vision Insurance, • 401(k) Retirement account with company matching, • Flexible Spending Accounts Education: • Product and/or business analysis: 3 years (Required)

Job DescriptionSalary: $90K-$130K We are looking for a NYC-based Senior FP&A Analyst to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local employees. Company Description OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred.ai to continue this mission. Were a diverse, collaborative, and fast-growing team of 100+ employees with offices in New York and London and a global client base. Backed by Marlin Equity Partners, were passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates. About the Role Were looking for a highly analytical and detail-driven FP&A professional to join our Finance team. This role is instrumental in supporting the companys growth by maintaining accurate financial forecasts, building and maintaining financial models, providing in depth ad-hoc analysis, and ensuring that sales commissions are processed precisely and on time. Youll partner closely withSales, Finance & RevOps and Finance leadership to deliver actionable insights, enhance reporting accuracy, and strengthen our financial planning capabilities. This is an opportunity to contribute directly to the financial strategy of a fast-scaling SaaS business and build cross-functional expertise across FP&A, Revenue Operations, and Accounting. Key Responsibilities Financial Planning & Analysis • Maintain and enhance dynamic financial models for revenue, headcount, expenses, and cash flow., • Prepare and deliver monthly reporting packages, including variance analyses, management dashboards, and key SaaS metrics., • Support the annual budgeting process, quarterly re-forecasts, and scenario planning to guide executive decisions. Sales Commissions & Revenue Analytics • Calculate, validate, and process monthly sales commission payouts with accuracy and transparency., • Maintain clear documentation of commission plans, governance, and dispute resolution procedures., • Provide ad-hoc performance analyses across GTM teams, including SaaS metrics (ARR, NRR, churn, CAC payback, LTV) and pipeline efficiency., • Partner with RevOps and Sales leadership to align commission performance with strategic objectives. Finance Operations & Compliance • Support month-end close deliverables and reconciliations in partnership with the Accounting team., • Assist when needed with relevant U.S. tax and compliance requirements, assessing their impact on reporting and operations, • Uphold strong internal controls across revenue recognition, commissions, and accounting processes. Systems, Automation & Process Improvement • Partner with RevOps to automate and improve the pipeline bookings revenue reporting workflow., • Identify and implement process improvements to enhance speed, accuracy, and scalability of reporting., • Assist with system integrations between CRM (Salesforce), FP&A tools, and emerging AI analytics initiatives to improve data flow and forecast accuracy. Qualifications • 35+ years of experience in FP&A, accounting, or business analytics., • Advanced Excel / Google Sheets financial modeling skills; experience with SQL or BI tools (e.g., Looker, Tableau, PowerBI) a plus., • Strong understanding offinancial metrics and revenue modeling., • Excellent communicator, able to distill complex financial data for executive and non-financial audiences., • Demonstrated ability to balance precision and speed, with strong ownership over deliverables. Benefits • Competitive salary, • Medical / Dental / Vision coverage - 100% employer-paid for employees, 50% employer-paid for dependents, • 20 days paid time off per year + federal holidays (UK style!), • 5 paid sick days, • Work from home flexibility, • Commuter benefits, • 401k, • Paid parental leave, • Career growth and development opportunities This position is not eligible for visa sponsorship. Axomic is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualificationswe do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.

Job Description Interested in joining Blue State's Analytics team? Submit an application so you can be considered when a role becomes available. Please note: this is an "evergreen" job post (i.e. not an active job post), but your expression of interest matters to us. While interviews aren't ongoing, we're excited to connect with talented individuals who share our commitment to Blue State's mission. If you came across this job via LinkedIn, please note that it is an evergreen role; LinkedIn does not differentiate, but we prefer to. What to know As Principal Analyst, you serve as Analytics Lead and subject matter expert on projects and retainers. You are highly adept at using data, statistics, strategic insights, and your knowledge of data management, data warehousing, and digital channels—including CRM, email, media (both paid and owned)—to reach clients' goals. You are expected to work on complex accounts with ambitious goals and, at times, ambiguous challenges, and to meet those challenges with innovative solutions and deliverables. You provide coaching—training new staff, helping to shape and standardize deliverables, and sharing technical knowledge and strategic expertise across the agency as a whole as well as externally. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From UNICEF and Patagonia to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency and has 150+ employees in the US and London. A day in the life • Collect and analyze data to serve the needs of your client portfolio, including but not limited to: web traffic and user behavior, email messaging statistics, paid media performance, and social media trends, • Transform your analysis observations into insights and actionable strategic recommendations for fundraising, marketing, and communications programs, • Develop scalable industry best practices, and drive core insights from data to suggest, create, and execute multivariate or A/B tests that drive fundamental improvements, • Work collaboratively with a cross-disciplined team of creative directors, copywriters, designers, strategists, and account managers as a leader in your craft on client engagements, • Plan measurement strategies for key performance indicators, develop and execute testing plans, and monitor existing properties to ensure all tracking and data collection works properly, • Provide strategic leadership on analytics projects and act as the senior expert on analytics, data management, and data fidelity issues, • Develop effective and persuasive presentations, dashboards, and memos demonstrating the value of our work for client teams, business development, and partners, • Knowledge of performance marketing across grassroots fundraising, website strategy, supporter mobilization, customer engagement, and brand strategy, • Stays current on discipline trends and industry standards, identifies new frameworks, tools, platforms, and methodologies, and finds ways to implement them in our work., • Identifies opportunities to expand our Analytics offerings to meet business needs of clients and potential clients., • Partners with leaders at Blue State to integrate our services and deliver stronger work., • Assist with coaching and mentorship of analysts located across offices, • Work with Analytics Team leadership to identify offering, product, and project opportunities, • Unlimited time-off (inclusive of sick, personal, and vacation days), • $1,250 annually in professional development funds, • Competitive health, dental, and vision insurance, • Flexible and health savings accounts, • 401K & employer match, • Generous paid holiday schedule, • 12-week fully-paid parental leave for all parents-to-be, • Short-term and long-term disability insurance, • Pre-tax commuter benefits The salary range for this position is $112,000 - $125,000; compensation will be commensurate with experience. Some things we're looking for • 7+ years of experience in digital analytics, ideally with direct experience working on marketing, direct response, or fundraising campaigns., • Extensive experience working with CRMs and/or Salesforce Marketing Cloud, data from paid media, and a web analytics suite such as Google Analytics, A/B testing solutions such as Optimizely (or equivalent)., • You are an expert in SQL, and feel comfortable managing, optimizing, and troubleshooting in a data warehouse environment, such as BigQuery or Snowflake. The ideal candidate will have experience in data modeling, familiarity with ETL processes, and deep expertise in leveraging large datasets to enable strategic decision-making., • You have working-level experience with Python, R, or other statistical packages, as well as experience with data science and data visualization. In addition to data manipulation and processing, you have experience with statistical methods (significance testing, regression analysis, etc), and willingness to learn new data tools and programming languages., • Strong mentorship and leadership skills. You are able to create a positive learning environment and provide clear and actionable feedback. You resolve conflicts constructively. You proactively identify and communicate growth goals for yourself and others. You are an exceptional listener., • You can take a step back to see the bigger implications of your analysis work and lead program strategy. Beyond data observations, you have client presentation experience crafting the data and insights story to arrive at a strategy., • Strong collaborator and relationship builder., • Excellent communication skills. Ability to interact with all levels of end users, and colleagues., • Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. Teamwork and scrappiness required. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us at with the subject line: Accommodation Request to get started. This position is part of the CWA collective bargaining unit; ie, the Blue State Union. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment.

Job Description Senior Credit Analyst - Job Description 2025 A dynamic and analytical professional who thrives in a detail-oriented, fast-paced environment. The Senior Credit Analyst at altbanq is a key player in our credit and risk assessment team, supporting the Chief Risk Officer and working closely with underwriters to ensure the quality and profitability of our loan portfolio. This role is ideal for someone who excels at financial analysis, credit evaluation, and decision-making while contributing to the development of innovative lending products. Location and Work Environment: Location: Midtown, New York City. Work Schedule: This is an on-site position, 5 days a week from 9:30 to 6:00. Company Website: Why This Job Matters Senior Credit Analysts protect and grow altbanq! They ensure that every loan meets our standards for creditworthiness and risk while balancing profitability and client satisfaction. They are key decision-makers! From analyzing credit reports to evaluating financial documents, Senior Credit Analysts play a critical role in determining loan eligibility, pricing, and terms. They drive innovation! By contributing to the development of new lending products and refining our credit models, Senior Credit Analysts help us expand our offerings and maintain our competitive edge. A Day in the Life: • Review borrower credit reports, background checks, and conduct searches for liens, judgments, bankruptcies, criminal records, lawsuits, corporate filings, Secretary of State filings, and UCCs., • Analyze financial documents, including bank statements, profit and loss statements, balance sheets, accounts receivable, and tax returns, to assess cash flow and risk., • Determine credit eligibility and recommend loan amounts based on detailed cash flow analysis and risk assessment., • Price loans and establish repayment terms (weekly, biweekly, or monthly) using altbanq’s proprietary pricing model., • Collaborate with the Chief Risk Officer and underwriters to evaluate complex cases and ensure adherence to altbanq’s risk guidelines., • Prepare comprehensive credit memos summarizing findings and recommendations for internal review., • Monitor market trends and borrower industries to provide insights on risk mitigation and lending opportunities., • Experience: At least 2+ years of experience in credit analysis, underwriting, or a similar role, preferably in business financing or short-term loans., • Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field., • Collaboration: A team player who communicates effectively with internal teams and leadership., • Proficiency in financial analysis and modeling., • Advanced Excel skills and experience with Salesforce (highly preferred)., • Strong analytical and decision-making skills., • Exceptional attention to detail and accuracy. Salary: $100,000 - $150,000, depending on experience. Benefits: • Medical, Dental, and Vision Insurance., • Ancillary Benefits Plans, including Life Insurance and Commuter Benefits., • 401(k) Retirement Plan., • Flexible Spending Accounts (FSA)., • Opportunity to assume leadership responsibilities by overseeing underwriters as delegated by the Chief Risk Officer., • Contribute to the development of new lending products and the credit policies that support them. We’re looking for a sharp and resourceful Senior Credit Analyst who can make a tangible impact on our growth and success. Apply today to take your career to the next level! Powered by JazzHR RE6y3Oa5w1

Job DescriptionAmalgamated Bank seeks a highly motivated PMO Business Analyst. Under the direction of the Director of Project Management, the Business Analyst is responsible for gathering, analyzing, and documenting business requirements to support stakeholder goals and objectives. This role involves evaluating, documenting, presenting, and aligning initiatives with team, departmental and enterprise-level strategic priorities while adhering to the Project Management Office standards, best practices, and processes. The Business Analyst will work and communicate closely with business process owners, implementation partners, and vendors to develop and enhance operational workflow and reporting capabilities. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Gather and synthesize information through internal and external research, interviews, document reviews, use cases, workflows, business process descriptions, and task analysis., • Lead requirements elicitation through interviews, workshops, and group discussions to ensure business needs and desired outcomes are clearly defined and documented, • Document functional and non-functional requirements using Business Requirements Documents BRDs, Requirement Traceability Matrix RTMs, current /to-be workflows, and user stories, • Collaborate with Quality Assurance and Business Leads to support System Integration Testing (SIT) and User Acceptance Testing (UAT), ensuring requirements are met., • Lead training sessions on new processes or technologies by partnering with cross-functional teams to support successful project execution and delivery., • Maintain consistent and open communication with stakeholders on status, risks, timelines, and deliverables., • Support project planning, risk management, and scope definition., • Maintain and improve Business Analyst standards, tools, templates, and processes in alignment with Amalgamated Bank Enterprise PMO guidelines., • Identify efficiency opportunities to streamline processes and align with IT and enterprise strategies., • Proactively recommend improvements and support Amalgamated Bank Enterprise PMO leadership in the implementation and governance of continuous process improvement initiatives., • Apply the appropriate methodology (Agile, SDLC, etc.) and follow Amalgamated Bank Enterprise PMO standards throughout the project lifecycle., • Perform other duties as assigned by Enterprise PMO leadership. Knowledge, Skills, and Experience Requirements: • Bachelor’s degree or equivalent work experience, • Minimum 3+ years of business analysis experience on cross-functional projects, • Exposure to operations, finance, and technology desired, • Preferred: IIBA CBAP, PMI-PBA, or similar certification, • Proficient in Waterfall, SDLC, and Agile methodologies, • Skilled in UAT execution and business requirements documentation, • Strong analytical, problem-solving, and facilitation skills, • Effective communicator with all stakeholder levels, • Proficient in MS Office Suite (Word, Excel, PowerPoint, Visio); Salesforce, Workiva experiences a plus, • Familiarity with SmartSheet project management tool and banking solutions is a plus, • Strong critical thinking skills with the ability to analyze complex business challenges, • Skilled in identifying desired outcomes and translating findings into clear, concise business requirements using documentation, diagrams, and process flows, • Proven ability to facilitate problem resolution and negotiate solutions with multiple stakeholders, • Effective communicator across various formats (in-person, virtual) and with diverse audiences (technical and non-technical stakeholders, developers, executives), • Detail-oriented, flexible, and demonstrated ability to manage multiple priorities and collaborate across multiple teams Our job titles may span more than one career level. The starting base salary for this role is between $100,000.00 – $110,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description As a Product Owner at Kapitus, you will help design and deliver the next generation of automation capabilities that power our sales, decisioning and customer experiences. This team builds the services that enable preapprovals, auto approvals, and automated marketplace submissions — integrating deeply with our data sources, risk models, and offer engines. You will act as the "CEO" of your product area, working with engineers, data scientists, and business partners to translate complex financial logic into scalable, automated solutions. You'll ensure we are building the most valuable and reliable services possible to improve speed, accuracy, and predictability across all Kapitus products. What you will do: • Manage and execute on the vision and roadmap for decision automation services, balancing business growth, credit risk management, and customer experience., • Collaborate across teams, sales, underwriting, data science, risk, and operations to align on shared objectives and service dependencies., • Work closely with developers and data engineers to translate model outputs and variable sets into automated decision flows., • Author detailed user stories and acceptance criteria for data-driven services and integrations, with clear logic for decisioning, scoring, and offer creation., • Leverage data and experimentation to validate assumptions, optimize decision quality, and continuously improve automation outcomes., • Partner with analytics and risk teams to ensure alignment on model integration, key variable retention, and governance across systems., • Adapt priorities and scope to deliver the highest-value solutions while balancing speed, cost, and risk., • Own the backlog and represent the voice of the business, ensuring clarity and alignment for development and analytics teams. What we're looking for: • You are an experienced Product Owner with strong analytical instincts, exceptional collaboration skills, and a passion for automating intelligent decisioning systems., • 5+ years of experience as a Product Owner or Analyst in financial services, lending, or risk management., • Deep understanding of credit and cashflow data sources (e.g., bureaus, bank data, financial statements) and how they inform lending decisions., • Experience with data-driven products, service design, and automation frameworks., • Ability to translate technical concepts (variables, scores, thresholds, rules) into business-friendly narratives., • Strong proficiency in user story writing, especially for service-oriented or data-driven features., • Skilled at balancing competing priorities and communicating clearly across both technical and non-technical audiences., • Familiarity with risk models, API integrations, and decisioning tools (e.g., GDS Link, Salesforce, or similar)., • Passion for problem-solving, continuous improvement, and scalable system design. Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $96,300 – $154,400 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 10% annually, • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events., • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time, • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. StepStone Group: StepStone Group is a publicly-listed global private markets investment firm focused on providing customized investment solutions, advisory and data services to its clients. StepStone Real Estate ("SRE") is the real estate arm of StepStone and as of June 30, 2025, has $189 billion in total capital responsibility. Clients include financial institutions, public and private pensions, sovereign wealth funds, endowments and foundations, and high net worth investors. Position Overview: We are seeking an Analyst / Associate to join SRE's Business Development team. The individual will be responsible for supporting the firm's real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients. Essential Job Functions: • Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires etc., • Prepare responses to requests for information and proposals, track record analyses, third-party databases, competitor benchmarking and investor requests, • Coordinate logistics and materials for investor meetings and roadshows, • Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics, • Work on ad hoc projects for new business development initiatives as required Qualifications: • Bachelor's degree required, • 2-5 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks), • Proficiency across the Microsoft Office suite including Excel, PowerPoint and Word, • Experience with Salesforce, Intralinks and AI tools desirable Required Knowledge, Skills, and Abilities: • Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders, • Self-starter with the ability to set priorities, manage deadlines, and work well under pressure, • Ability to work effectively both independently and within a team-oriented environment, • Strong attention to detail and problem-solving skills Salary: $100,000 - $130,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $160,000 - $175,000. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking an Analyst or Associate (“Analyst/Associate”) to support the Originations team across sourcing, underwriting, transaction execution, and market development. This role is ideal for a highly motivated real estate finance professional looking to build deep expertise in commercial real estate credit, construction lending, and structured finance. The Analyst/Associate will collaborate closely with senior originators, assisting with outreach, screening prospective opportunities, preparing quotes and term sheets, conducting financial and market analysis, and supporting the full diligence and closing process. The role requires strong analytical skills, attention to detail, a proactive mindset, and the ability to manage multiple workstreams in a fast-paced environment. This is a high-visibility position within a growing platform. The Analyst/Associate will participate in internal and external meetings, engage with sponsors, brokers, and municipal C-PACE program administrators, and contribute directly to Clearwater’s market intelligence, pipeline development, and origination strategy. KEY RESPONSIBILITIES Origination & Market Outreach • Support outbound outreach to sponsors, developers, brokers, and intermediaries to generate new meetings., • Participate in introductory and discovery calls to assess project fit., • Assist senior originators with outreach campaigns and follow-ups., • Coordinate with Marketing to deploy materials and digital campaigns., • Maintain consistent communication with market participants to strengthen sourcing channels. Credit Underwriting • Review budgets, proformas, sources and uses, schedules, and feasibility., • Assist with underwriting, financial modeling, scenario analysis, and sensitivities., • Evaluate eligible energy measures and alignment with C-PACE requirements., • Draft credit memos with written analysis of merits, risks, and structural considerations., • Prepare quotes, term sheets, and internal materials., • Participate in diligence calls and document key takeaways. Deal Execution & Closing • Review construction contracts, schedules of values, change orders, and cost-to-complete assessments., • Support analysis of GCs and subcontractors, including capabilities and performance history., • Assist with fund-control coordination, inspection cadence, and draw processes., • Support senior-lender consent and intercreditor discussions., • Coordinate with borrowers, contractors, consultants, program administrators, and legal through closing., • Track execution risks, including permitting, redesign, and long-lead time items. Pipeline & CRM Management • Maintain accurate CRM updates on outreach, calls, meetings, and deal activity., • Prepare weekly pipeline reports, outbound summaries, and market updates., • Track competitive activity, market trends, and C-PACE program changes across jurisdictions., • Assist in identifying target markets, asset types, and sponsors aligned with Clearwater’s origination strategy. QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required. Concentration in finance, real estate, economics, engineering, or a related field strongly preferred., • 1–5 years of experience in commercial real estate finance, lending, credit, or investment banking., • Strong proficiency in Excel financial modeling, underwriting, and quantitative analysis., • Ability to evaluate construction budgets, development proformas, and project-level financial statements is a plus., • Excellent written and verbal communication skills; ability to prepare polished materials for internal and external use., • Highly organized with the ability to manage multiple concurrent workstreams and deadlines., • Self-starter with strong initiative, intellectual curiosity, and a desire to develop deep domain expertise in C-PACE and structured real estate credit., • CRM experience preferred (HubSpot, Salesforce, or equivalent). COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

Title: Senior System Analyst – SAP S/4HANA Order to Cash (O2C) Duration: FTE/Perm Location: onsite 4 days a week in NYC (10118) Salary: 130-150k Summary The Senior System Analyst – SAP S/4HANA Order to Cash (O2C) will play a key role in driving digital transformation and delivering scalable solutions across the Order-to-Cash lifecycle. This position requires expertise in SAP S/4HANA with integrations to commerce platforms, EDI systems, and digital payment providers. The role is responsible for designing, implementing, and optimizing O2C processes to enable seamless customer order experiences, efficient supply chain execution, and compliant financial outcomes. Responsibilities SAP O2C Functional Design & Delivery • Serve as the functional lead for end-to-end Order to Cash processes in SAP S/4HANA., • Configure and support SD modules, including order management, pricing, delivery, invoicing, and billing., • Design and manage real-time integrations between SAP S/4HANA and digital commerce platforms (e.g., Salesforce Commerce Cloud, SAP Commerce Cloud)., • Define and manage customer-specific EDI transactions (850, 855, 856, 810, 820)., • Integrate digital payment providers (e.g., Stripe, Adyen, PayPal) into SAP S/4HANA., • Ensure real-time payment authorization, capture, and reconciliation across web and mobile orders., • Provide Level 3 support for SAP SD and integrated solutions., • Identify automation opportunities across O2C processes using workflow and output management tools., • Maintain functional specifications, configuration guides, test scripts, and training materials., • Support audits and compliance activities, including SOX and process control adherence. Required Qualifications • Bachelor’s degree in Computer Science, Information Systems, Business, or related field., • 5–8 years of SAP SD experience with deep Order to Cash knowledge., • 2+ full lifecycle SAP S/4HANA implementations (Public or Private Cloud preferred)., • Experience integrating commerce platforms (Salesforce or SAP Commerce Cloud) with SAP., • Strong knowledge of EDI standards (ANSI X12, EDIFACT) and integration platforms (e.g., SAP CPI, TrueCommerce)., • Hands-on experience with digital payment providers and SAP payment configurations., • Familiarity with output management, BRF+, billing customization, and interface troubleshooting., • Strong problem-solving skills and ability to work cross-functionally. Preferred Qualifications • Knowledge of SAP BRIM or Subscription Billing., • Experience in consumer products or retail operations, including trade promotions and replenishment., • Familiarity with SAP Fiori, REST/OData APIs, and SAP BTP extensions., • Understanding of S/4HANA Public Cloud extensibility options., • Agile/Scrum project experience or certification.

Director, Sales Enablement Platforms 📍 Location: New York City (Hybrid: 4 days in-office, 1 day remote) About the Role We are seeking a Director, Sales Enablement Platforms to lead the development and management of our distribution innovation stack, including Salesforce CRM and emerging technologies. Reporting to the Head of Sales Enablement, you will own the strategic roadmap for CRM platforms, drive process enhancements, and deliver solutions that empower our Sales, Relationship Management, Marketing, and Finance teams. Key Responsibilities • Lead architecture and administration of Salesforce CRM and related platforms., • Define user stories, features, and epics for development and deployment., • Manage sprint planning, backlog prioritization, and project timelines., • Collaborate cross-functionally to gather requirements and design scalable solutions., • Maintain documentation of Salesforce processes and configurations., • Provide training, end-user support, and foster CRM data quality through validation rules and KPI monitoring. What We’re Looking For • 7+ years of B2B Salesforce administration experience (asset management industry preferred)., • Salesforce Certified Administrator; additional certifications (Platform Developer, Business Analyst) are a plus., • Experience integrating marketing automation tools (Pardot, Marketo, HubSpot)., • Familiarity with tools like Tableau, Seismic, LinkedIn Sales Navigator, Dialpad, RFP.IO, Allego., • Strong communication skills and ability to manage multiple projects simultaneously., • Commitment to diversity and inclusion. Why Join Us? • Opportunity to shape CRM strategy and drive innovation., • Collaborative, inclusive culture that values diverse perspectives., • Hybrid work arrangement in our NYC office.

Job Description - Salesforce Functional Lead (082358) Salesforce Functional Lead Job Requirements * 5+ Years Salesforce project experience * 4-6 Years Business Analyst experience * 4-6 Years Salesforce (Functional) experience Responsibilities * Multiple experiences with process definition and des

Experience with Deltek Costpoint - including modules for accounting, project management, or billing. Support, maintain, and optimize Salesforce CRM and Deltek Costpoint ERP systems to ensure seamless data flow and accurate reporting.

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a creative and strategic Summer Communications Analyst (Marketing) Intern to join our team. This opportunity offers hands-on experience in crafting compelling messaging to support core marketing campaigns while driving business growth initiatives in a fast-paced environment. You’ll collaborate with experienced professionals to analyze market messaging trends, develop content strategies, and contribute to projects that strengthen BetaNXT’s brand presence and client engagement. This role will help you build strong communication, analytical, and marketing skills while gaining exposure to external messaging strategies. Duties and Responsibilities of the Intern, Communications Analyst (Marketing) • Support the development and execution of external communications programs to support core marketing campaigns., • Assist in creating, editing, and distributing digital communications materials, highlighting enterprise thought leadership and marketing campaigns., • Conduct market research and competitive analysis to inform trending topics and messaging tactics., • Collaborate with cross-functional teams (sales, product, design) to ensure alignment on messaging and campaign goals., • Help monitor and analyze communication campaign performance metrics, preparing reports and recommendations for improvement., • Learn and apply marketing analytics tools (such as Google Analytics, HubSpot, or Salesforce) in a professional setting. Skills and Experience of the Intern, Communications Analyst (Marketing) • Currently pursuing a degree in Marketing, Communications, Business, or a related field., • Strong written and verbal communication skills., • Creative thinker with an open mind for exploring new ideas and solutions., • Solid understanding of marketing principles and digital communication platforms., • Familiarity with marketing analytics tools and CRM software (e.g., Google Analytics, HubSpot, Salesforce)., • Above-average organizational, interpersonal, and collaboration skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.