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Job DescriptionPosition Summary: Serves as a fundamental member of the health center operations and clinical support team. Successfully completes assigned support tasks under supervision of center management and licensed clinical staff. Provides essential assistance to maximize center flow, patient satisfaction, safety of PPHP’s services, and internal customer service. Essential Functions: Administrative: • Assist with front desk office functions including receipting and registering patients, photocopying, faxing, phone call and mail handling, scanning and all other assigned administrative support tasks., • Handle all front desk functions as assigned including patient reception, check-in/ check-out, observation and maintenance of the waiting room, and observe and report back to center management to assist with patient flow and customer service., • Receive and make phone calls, handle mail and deliveries to the center as assigned; assures supplies are received and unpacked according to procedures. Demonstrate proficiency in the electronic health record and practice management system., • Explains and offers available entitlement programs to patients and assists in enrolling them., • Assemble any necessary paperwork (such as instructional packets) and any fundamental chart information for clinical staff., • Handle lab results under supervision, including calling patients with results and scheduling any required returns to medical center visits., • Maintain electronic and medical chart functions as assigned including filing, scanning, purging, archiving., • Maintain knowledge of and comply with agency security procedures and protocols., • Demonstrate flexibility and teamwork; understand the interaction between this position and others with whom the position works directly and indirectly., • Participate in all center efforts to meet, adhere to and manage center fiscal goals relative to revenue and expenses., • Perform other duties as assigned. Clinical: Under supervision and direction of licensed staff and as per need of assigned center:, • Complete support functions for patient assessment including laboratory services and testing, vital signs assessment, readying patient for exam and treatment, setting up of trays, etc., • Educates patients for both medication and surgical abortion., • Draws blood and handles specimens correctly (i.e. correct vials, universal precautions) and complete appropriate laboratory requisitions., • Provides urine pregnancy testing, HIV testing and any other PPHP approved laboratory testing and completes any appropriate laboratory requisitions., • Obtains and records patient vital signs., • Provides accurate and complete information/ education to clients concerning the risks and benefits of family planning methods, basic reproductive and family planning services offered by PPHP, and the availability of related services within PPHP., • Conducts interviews with patients and assist them in understanding and completing medical histories, consent forms, and other information related to their visit. Provides contraceptive supplies, information and instructions for their use, as appropriate and delegated by the Senior Clinician/Clinician., • Assists in the clerical and informational tasks related to proper follow-up of patients according to the protocols and procedures of PPHP., • Performs options counseling., • Cleans, prepares and stocks exam rooms, sterilizes instruments according to OSHA and PPFA standards., • Ensures, through a professional, open, and courteous manner, that each patient receives the care and information he or she needs., • Assists in the referral of patients to other services provided by PPHP or other agencies in the community, as indicated., • Assists in the maintenance of an efficient, clean and comfortable Center facility., • Takes personal responsibility to remain informed about family planning methods, abortion and other services offered by PPHP; PPHP protocols, policies and procedures; and to request training and continuing education as needed., • Participates, as assigned, in routine Center chart audits and quality assurance procedures., • Provides support and direction to Center volunteers as needed and directed by the Health Center Manager., • Perform other duties as assigned. Non-Essential Functions: • Participates in Inventory Management of the center under the direction of the Health Center Manager., • Attends center and agency meetings and trainings as appropriate., • Performs bank deposits in absence of supervisor as assigned., • Assists with State Benefits program applications follow up as assigned., • Regularly checks personal PPHP email account for important agency-related communications, at least every 24 hours. Qualifications: Experience, Education and Licensure: • Completion of an accredited high school program or equivalent required; further education, training, and/or certification preferred., • Additional training and/or education in reproductive health or medical services desirable., • Previous professional experience with the provision of family planning services preferred., • Previous medical laboratory and/or counseling experience desirable, as well as familiarity with computer databases., • Knowledge of basic principles of patient care and of duties and responsibilities of HCA I position., • Able to work in a fast-paced environment and pay close attention to detail., • Skilled in verbal and written communications in English., • Able to work evening and weekend hours, and to work at other PPHP Centers, as needed., • Able to assist patients with completion of medical forms., • Able to commit to the efficient and customer-oriented provision of services, and to the operating goals and philosophies of PPHP.

Job Description Job Purpose: The General Manager is responsible for the supporting direction and delegation of duties, direction, and performance results between the directives of the District Manager and the operations team. They facilitate and in a hands-on manner, direct and coordinate the physical duties and orchestration of Air Culinaire activities and job functions in support of his or her District Manager. The GM conducts these duties and initiatives in a manner that’s aligned and compliant with company policy and procedures and verifies his or her markets qualitative and financial P&L performance and scheduled profitability. The GM will drive all performance and efficiency standards within the market and assist the District Manager and his/her team in achieving the company’s mission and operational goals. The GM will also be directly accountable for the execution of local sales and promotional efforts, client engagement, personal relationships, and outstanding customer service and client loyalty performance standards. The GM will actively participate in promotional activities and client facing relationship building efforts that result in enhancements to revenue, quality, world-class Guest Service, and employee/customer relations. Responsibilities and Associated Duties: Under the direction of the District Manager, the General Manager will be responsible for managing the quality of work performance of the team while supporting global communications, operations standards and delivery of business functions in his or her market, to meet the demands of our clientele, as well as the market performance expectations of Air Culinaire; this includes assurance of performance standards, product specifications, accuracy, training and upholding the culinary expertise required in all kitchens. ACW is utilizing Shipday for all its logistical information. All employees who are organizing or delivering catering are required to use Shipday for all order logistics and deliveries to include delivery photo at point of delivery and the name of the recipient at point of delivery. The GM will support the District Manager, and Senior Director of Operations and Sales team to consistently communicate, report, collaborate and adhere to procedures to deliver exceptional guest experiences to every client within the Air Culinaire system. Benefits Package: • Air Culinaire Worldwide employees have the flexibility to design the benefit selections best suited for their needs., • Full Time employees are eligible for healthcare and supplemental benefits on the first day of the month, following 30 days of employment., • 401 (K) Retirement Plan with a discretionary 100% employer match of the first 6% of participant contributions., • Plan entry is the first day of the month following 30 days of employment., • Three (3) medical plans to choose from, with an excellent employer contribution., • Available Dental and Vision insurance, • Company paid basic life insurance, with the option to elect additional voluntary term life., • Company paid short-term and long-term disability insurance., • Available supplemental benefits, including critical illness, accident insurance, hospital indemnity insurance., • Health Savings Account and Flexible Spending Account available (for eligible plans), • Generous Vacation Program for full time employees, • Employee Assistance Program (EAP), • Watch Me To Learn About How Exciting it is to Work for Air Culinaire Worldwide Measures of Success: • Sales & Service Goals- success will be measured using the “Local Sales Plan”, which are established by the Sales team annually, just prior to the new Fiscal Year starting which include:, • Recruit new top performing team members as well as directing new Catering Revenue Streams and Aviation Catering Clients – New Sales & Service Opportunities directly or through Catering Specialists & Sales team., • Specific Job Responsibility Performance through communication, collaboration and attendance of all required meetings, training sessions and succession planning initiatives, • Stellar Guest-Customer Service & Achieving Monthly Reports & Operational Success in Minimum Standard Performance ratings., • Integrity & Accountability in Service, Communication, Client Relations & Revenue Generation Performance Metrics, • Entrepreneurial Spirit, • Teamwork & Team Building Commitment to consistently improve local operational performance & standards. Knowledge, Experience and Skill Requirements: • Responsible for supporting District Manager’s operational directives kitchen accuracy, office administration, personnel, local clients, facility, capital assets, government compliance and corporate requirements., • Supports quality and execution of catering operation, supervises and trains staff, oversees the quality and accuracy of preparation and service of food and concierge services., • Bilingual English-Spanish- Ability to speak and understand the Spanish language is considered a strong advantage and can be a deciding factor in the hiring process., • Manager is to be compliant with State labor law on the employee’s right to take a meal break, and a rest break, where applicable. Required documentation is to be completed and maintained per labor law and/or company policy., • Responsible for supporting District Manager in operational execution of all culinary events, including regional menu coordination, leads and creates plans for staff training, development, and approving payroll records., • Supports District Manager, Payroll Department, HR, IT & Finance in processing Payroll/Labor, scheduling, performance reviews, training, hiring, discipline and all related paperwork on time and accurately., • Responsible for supporting District Manager in maximizing the kitchen’s financial performance in accordance with all established quality performance standards, corporate guidelines, and budgets., • Responsible for managing kitchen adherence to execute corporate guidelines in maintaining operations, HACCP/food safety & premium quality, customer communication, relations, satisfaction, and timely delivery., • Assists DM in local sales promotions, client relationship visits, communicating and recording- reporting inventory, and all local purchasing and receiving policies and procedures., • Manages cleaning and maintenance of all company assets and arranges for repairs, contracts, and other services., • Supports District Manager in Investigating and resolving food and service-related complaints and Process Events, • Manages the HACCP, health and safety regulations standards required in their market., • Assists District Manager in communicating, implementing, and enforcing corporate policies and procedures., • Supports District Manager in Sales & Marketing initiatives as directed by the Company., • Supports District Manager in communicating and maintaining client relationships with local client base., • Directly manages and enforces Air Culinaire’s Standard Operating Procedure (SOP) as the primary operations document during the course of business operations. The SOP contains specific procedures that provide consistent service levels for clients, as well as provides internal communication/reporting timelines and methods., • Report timesheets, operations checklists, and operational performance reports for DM, for all personnel as needed for operations and payroll purposes., • Supports District Manager requirement to submit company & personal expense reports through Coupa weekly per Air Culinaire personnel handbook., • Manages and audits monthly vehicle maintenance log containing repair details and associated cost. Final candidate for the position will be required the following: • Pre- employment criminal background check, • Pre-employment Drug Test, • MVR (if applicable to the position), • E-Verify *We are a promote-from-within company, and top performers can achieve career goals quickly in this fast-paced growth organization! Disclaimer: This position description highlights a general description of duties and responsibilities. Employee(s) may be assigned other duties, in addition to or in lieu of those described herein, and any duties are subject to change at any time, according to the needs of the location or Company. Air Culinaire Worldwide, LLC. does not discriminate in any way to deprive any person of employment opportunities or otherwise adversely affect the status of any employee because of race, color, religion, sex, sexual orientation, genetic information, gender identity, national origin, age, disability, citizenship, veteran status, or military or uniformed services, in accordance with all applicable governmental laws and regulations.

Job Description SUMMARY This position is a New Equipment Sales Manager reporting to the President of the company. The New Equipment Sales Manager will have a strong knowledge of sales processes and team leadership with proven problem-solving skills, be an accomplished team player and be able to work directly with Business Development Director and lead the Sales team. In this role, you will manage the product sales functions of the company, providing the leadership needed to achieve the enterprise sales targets. You will lead various functions in the company including management and development of the sales team, providing expertise on sales projects, and achievement of the annual business plan. This role may additionally have individual responsibility for new product sales depending on experience and relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES Including the following. Other duties may be assigned. Sales Leadership: • Responsible for obtaining profitable results through the sales team by developing the team through motivation, counselling, skills development and product knowledge development and true sales leadership., • Responsible for managing the sales team, developing a business plan covering sales, revenue, and expense controls, meeting agreed targets and sales metrics, and promoting the company in the marketplace., • Lead and schedule weekly sales team meetings with team and leadership., • Embody company culture and maintain high sales employee engagement., • Meet pre-determined revenue goals through the activities of direct reports., • Ensure correct usage of our CRM; HubSpot by all team members., • Train and ensure adherence to the company’s sales process. Personnel: • Plan and implement a specific appraisal system that describes the responsibilities and performance standards for each member of the sales team, set individual sales revenue targets and administer the commission plan., • Personally, observe the performance of the Sales Representatives in the field on a regular basis., • Responsible for the planning, recruitment, direction, organization and control of the Sales Representatives - to accomplish specific objectives., • Provide high standards of ongoing training for the Sales Representatives so that they possess enough technical knowledge to present information on the company’s products in an accurate and balanced manner., • Train new sales team members to ensure success., • Coach and develop direct reports. Administration: • Manage the sales administration function, operational performance reporting, streamlining processes and systems wherever possible, and advising senior management on maximizing business relationships and creating an environment where customer service can flourish., • Responsible for monitoring the performance of the sales team by establishing a system of sales metrics, reports and communications involving sales reports, KPIs, and cyclical sales meetings., • Assign sales prospects, set sales goals, and establish training programs for Sales Representatives., • Track sales team metrics and report data to leadership on a regular basis., • Implement performance plans according to company procedure. Planning: • Assist in the development of the annual sales plan, specifically advising on realistic forecasts for each product (based on historical data, market trends, competitive activity, promotional strategy, and sales effort), realistic costs of operating the sales force and sales promotion program plans., • Analyze sales statistics to determine sales potential and to monitor customers' preferences. QUALIFICATIONS AND REQUIREMENTS • Bachelor’s degree in related field., • 5+ years of sales experience selling solutions to commercial and industrial sector., • 3+ years of successful sales leadership experience with a focus on management through KPI’s., • Proven track record of successful negotiation of major account opportunities., • Ability to sell solutions to customer needs at both the executive and operational levels, meet sales goals, and have a strong disciplined approach to sales., • Knowledge and expertise of sales planning, building relationships, and coaching and managing processes., • Ability to develop budgets, staff teams, use HubSpot, and proficiency of Microsoft Office., • Experience with Boilers and HVAC systems is an advantage.\nCompany Description Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members. Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.

Job Description Job Summary: Power & Electronics, at strategic business unit of Proterial America, Ltd., formerly known as Hitachi Metals of America (https://us.proterial.com/electronic-related/index.php), is looking for a Senior Account Manager with a strong track record in technical sales to join our dynamic team in San Jose, CA. The ideal candidate has strong industry knowledge, a consultative sales approach, and the ability to manage complex customer relationships in a fast-paced, innovation-driven environment. This position will have a strong focus on emerging markets including AI infrastructure, Data Centers, power electronics, semiconductors, advanced electrical materials and EV. The Senior Account Manager responsibilities include pipeline development, business planning, product marketing strategy, portfolio management, and production forecasting.This position's compensation includes competitive base pay plus up to 40% bonus potential. Knowledge, Skills & Abilities (KSAs): • Ability to understand and use product management tools (ROI calculations, lifecycle management, forecasting), • Ability to communicate effectively, orally and in writing; strong cross-cultural communication skills, • Strong people skills and the ability to influence cross-functional teams, • Knowledge of business and product development principles, including engineering, operations, QA, sales, and CS, • Technical familiarity with electrical materials, magnetic materials, power electronics, thermal technologies, semiconductor-adjacent components, and/or Data Center systems supporting AI hardware, • Ability to understand customer technical requirements and translate them into product specifications and business strategies Essential Job Functions: • Develop and execute strategic account plans to drive revenue growth across key enterprise and mid-market clients., • Manage the entire sales cycle from qualification through contract negotiation and closing., • Build trusted relationships with clients, acting as a technical and business advisor., • Collaborate with cross-functional teams—including engineering, marketing, and product management—to deliver tailored solutions., • Analyze market trends, competitor activities, and customer needs to identify new opportunities., • Provide accurate forecasts and maintain CRM data integrity., • Represent the organization at industry events, trade shows, and client meetings., • Use personal judgment and initiative to develop solutions for sales, customer service, and marketing challenges, • Assist with customer issue escalation and resolution, • Coordinate with R&D and engineering on technical requirements related to thermal management, magnetic materials, electrical materials, semiconductors, and power electronics, • Serve as liaison between customer and vendors/suppliers/factories throughout product lifecycle for issues related to pricing, quality, design, costs, and delivery Qualifications: • Bachelor’s degree in engineering, Business, or a related field, required. Masters (preferred), • 10+ years of experience in technical or enterprise sales, preferably in hardware., • Proven success managing large, complex accounts and multimillion-dollar deals., • Strong communication, negotiation, and relationship management skills., • Technical aptitude with the ability to translate complex solutions into clear business value., • Ability to work well in a cross-culture environment. Equal Opportunity Employer Proterial Cable America, Inc. provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. As a Federal Contractor, we encourage priority referral of protected veterans under VEVRAA

Job DescriptionInsurance Commercial Account Manager Salary: $70,000 - 85,000 (depending on experience and qualifications) Benefits: Competitive Benefits Package Location: Sparkill, NY Position Summary Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 5-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Verbal and written communication skills All inquiries will be kept 100% confidential

Job Description Who We Are and Why Join Us At OnMed our purpose is simple but powerful...to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America’s public health infrastructure, the OnMed CareStation is the only tech-enabled, AI-powered, human-delivered, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care. At OnMed, every role, everyday, is directly impacting the communities we serve. You’ll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need. This is not just a job...it's a movement to bring access to healthcare where and when people need it most. It’s healthcare that shows up. Who You Are You're a self-starting hunter who thrives on building relationships — with consultants, and prospects to support the Commercial team. You're energized by picking up the phone, running a great outreach cadence, and turning a cold account into a qualified opportunity. You bring the same rigor to researching a prospect and briefing our Growth team, as you do to close out follow-ups after a sales call, and you know when to loop in Marketing and Sales Enablement to keep messaging and collateral sharp. The Role Drives OnMed’s outbound sales motion and day-to-day Commercial support: building relationships, researching accounts and preparing briefs for the VP of Business Development and General Managers, and running outreach that converts into qualified meetings. Collaborates with Marketing and Sales Enablement to keep messaging and collateral aligned to sales priorities. Key Responsibilities Outbound Pipeline Generation & Relationship Management • Proactively establish and manage relationships with new and prospective clients and consultants, • Research accounts and contacts, build targeted prospect lists, and prioritize outreach against revenue goals, • Run targeted outreach campaigns across email, LinkedIn, and other channels, to generate qualified pipeline, • Qualify leads and book meetings for the Business Development team, • Use AI-powered tools (e.g., Claude, LinkedIn Sales Navigator) to research prospects and personalize outreach Commercial Support & Research • Research prospective accounts, consultants, and market intelligence to support the VP of Business Development and General Managers, • Prepare briefing documents and account summaries ahead of sales calls, consultant meetings, and finalist presentations, • Capture and own follow-up items and action steps gathered after sales calls, • Prepare PowerPoint decks for prospect, consultant, and client meetings Cross-Functional Collaboration with Marketing and Sales Enablement • Partner with Sales Enablement to keep messaging, collateral, and account intelligence current and usable for the sales team, • Coordinate with Marketing on lead handoff and campaign timing so outbound efforts stay aligned to revenue goals, • Support follow-up on webinars, content downloads, and events to keep prospects moving through the funnel Systems, Tools, and Growth Analytics • Maintain data hygiene in HubSpot, keeping records, activities, and pipeline stages accurate, • Optimize current tool stack, including HubSpot, LinkedIn Sales Navigator, Seismic, ZoomInfo, and Claude, • Build daily and weekly reporting, plus proactive reporting on outreach performance, • Use data to identify bottlenecks and optimize cadences, messaging, and targeting, • Perform other related role's responsibilities as assigned Knowledge, Skills and Abilities • Proven ability to build and run successful outbound cadences and relationship-building efforts that generate qualified meetings, • Strong hands-on experience with CRM; HubSpot required, • Skilled at researching accounts and prospects and translating findings into clear, actionable briefs for senior stakeholders, • Highly data-driven, with a track record of using analytics to inform decisions, optimize outreach, and prove ROI, • Clear, concise written and verbal communication, including with senior HR, benefits, and consultant stakeholders, • Strong organizational skills, with the ability to manage multiple relationships, accounts, and deadlines at once, • Proficiency with PowerPoint, Excel, LinkedIn Sales Navigator, and Zoom, • Startup mentality: a self-starter who takes ownership of projects and is comfortable in a fast-paced, early-stage environment Requirements Education and Experience • Bachelor’s degree or equivalent practical experience, • 3–5 years of sales, business development, or demand generation experience, • Experience with outbound prospecting into employers, benefits consultants, brokers, or health plans is preferred, • Healthcare, digital health, or employee benefits industry experience is preferred, • Experience at an early-stage or high-growth company is preferred Reporting Structure This role reports to General Manager (Commercial). Benefits Additional Information OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays. The base salary for this role is up to $100,000 commensurate with the candidate's experience. OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.

Job Description Job Title: Patient Accounts Receivable Specialist Reports to: Senior Dental Department Manager Supervises: N/A Position Summary: The Patient AR Specialist is responsible for managing outstanding patient balances, resolving patient account issues, processing payment arrangements, and reducing patient accounts receivable. This role works closely with dental offices, patients, and internal teams to ensure balances are accurate, collections are maximized, and patient accounts are resolved timely and professionally. Key Performance Areas & Key Performance Indicators: Patient Accounts Receivable Management & Collections: (35%) • Collect and review patient accounts receivable reports to support billing, collections, and cash processes., • Research and resolve outstanding patient balances., • Contact patients regarding outstanding balances through approved communication methods., • Manage assigned patient accounts and prioritize aged balances based on business needs. Insurance & Balance Resolution (20%) • Process dental insurance EOBs, appeals, and denials, and follow up on denial resolutions., • Review insurance activity to confirm patient balances are accurate before beginning collection efforts., • Investigate discrepancies and coordinate the information needed to resolve account balances. Payment Plans, Account Adjustments & Credit Balances (15%) • Set up and maintain payment arrangements according to office policies., • Process account corrections, transfers, refunds, and payment adjustments as needed., • Work credit balances and coordinate refund requests when applicable. Documentation, Reporting & Client Updates (15%) • Document account activity, communications, and resolutions thoroughly., • Update the client's Office Dashboard with all required information and services rendered., • Prepare and email the client's end-of-week and end-of-month reports., • Complete the Daily Client Allocation sheet for each client. SOP Compliance, Escalation & Cross-Functional Support (15%) • Collaborate with office staff, insurance billers, and payment posting teams to resolve account issues., • Escalate complex account concerns according to MedBill procedures., • Follow MedBill SOPs and client-specific workflows., • Support other departments and complete additional tasks as needed. Minimum Qualifications Education: • Highschool Diploma or GED required Experience: • One year of experience in dental revenue cycle, dental billing, dental operations, or dental clinical functions., • Strong customer service skills with a focus on providing timely responses to customers., • Excellent problem-solving and decision-making abilities., • Strong organizational skills and attention to detail., • Ability to manage multiple tasks, goals, and deadlines., • Excellent verbal and written communication skills. Skills: • Knowledge of Eaglesoft, Open Dental, and/or Dentrix. Competencies Operations Knowledge – Thoroughly understands the operational procedures for his/her position and how they affect or relate to other departments in the company. Serves as an expert for others. Product Knowledge – Has a broad knowledge of the products and services offered. Is aware of the features and pricing of the products and services they support. Is able to recommend the appropriate product or service that will meet the customer’s needs. Compliance Knowledge – Extensive understanding of general and department-specific regulations. Serves as a compliance resource for the team. Sales & Service – Guides the team to achieve goals while ensuring excellent customer service. Maintains professional communication and positive customer relationships Teamwork – Able to build morale and group commitments to goals and objectives; Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed. Computer Skills – Demonstrates a solid understanding of the technology utilized in his/her position. Consistently looks for ways to use technology to create efficiencies. Able to troubleshoot minor problems. May serve as an expert to others. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Strength - Employee must be able to stand and/ or sit for periods of time while waiting on customers. Employee may be required to walk, reach, lift, carry and bend. This job also requires the ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs. Finger Dexterity - Employee will have to use fingers to make small movements, such as typing, picking up small objects, or pinching fingers together. Talking – The ability to convey information accurately by speaking to customers and other employees. Hearing - Able to hear average or normal conversations and receive ordinary information. Visual Abilities – Specific vision abilities used by the job are close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Employer reserves the right to change this job description at any time, should business needs arise.

Job Description Job Title: Jr. Medical Billing Lead Reports to: National Billing Manager Supervises: Billing Specialists assigned to portfolio Position Summary The Jr. Medical Billing Lead owns the financial performance, claim quality, and client relationships for an assigned portfolio of medical billing clients. This role manages a smaller portfolio than the Senior Regional Medical Billing Leads while maintaining established performance standards within the assigned portfolio. The Jr. Medical Billing Lead also provides day-to-day direction and support to Billing Specialists assigned to those accounts and helps maintain service levels as new client volume grows. Key Performance Areas & Key Performance IndicatorsRevenue Performance (30%) • Own collections performance for the assigned client portfolio, including underpayments and appeals., • Work aged A/R based on revenue impact, prioritizing high-dollar balances and accounts at risk of timely filing., • Identify revenue leakage from missed charges, underpayments, and payer contract variances., • Escalate contract-level issues to the National Billing Manager., • Review payment posting and adjustment accuracy for assigned accounts.Claim Quality & Compliance (25%), • Drive first-pass claim acceptance through front-end edits, payer rule maintenance, and scrubber configuration., • Categorize denials by root cause and implement corrective action at the source rather than reworking claims individually., • Maintain compliance with payer requirements, coding standards, and applicable billing regulations for assigned accounts., • Escalate systemic compliance risks and high-dollar exposure to the National Billing Manager without delay.New Client Onboarding & Transition (15%), • Absorb newly onboarded accounts and bring them to steady-state billing performance., • Coordinate with implementation, credentialing, and coding teams to configure billing workflows for new accounts., • Validate payer setup, fee schedules, and claim configuration before first submission and go-live., • Document account-specific billing requirements and maintain accurate client records.Team Oversight & Quality Assurance (15%), • Audit a monthly sample of Billing Specialist work for accuracy and adherence to billing standards., • Provide day-to-day direction, training, and workflow support to assigned Billing Specialists., • Address performance gaps directly and escalate unresolved issues to the National Billing Manager., • Support onboarding and cross-training of new billing staff.Client Relationship Management (15%), • Lead scheduled client meetings for assigned accounts, with National Billing Manager support during initial account transitions and for escalated or at-risk accounts., • Deliver monthly performance reporting covering collections, denials, and A/R, including commentary on variances and corrective actions., • Resolve billing disputes with clients and payers promptly and document resolutions., • Escalate at-risk accounts to the National Billing Manager as soon as risk is identified.Minimum QualificationsEducation, • Bachelor’s degree in Accounting, Finance, Healthcare Administration, or a related field, or equivalent medical billing experience.Required Qualifications, • Minimum of three years of experience in medical billing or revenue cycle, including direct ownership of client accounts and A/R follow-up., • Working knowledge of CPT, ICD-10, and HCPCS coding., • Knowledge of payer adjudication rules, denial management, and applicable billing regulations., • Demonstrated ability to guide, train, and hold accountable a remote or geographically dispersed team., • Proficiency with billing software, clearinghouse platforms, and financial reporting tools., • Ability to interpret A/R aging, denial, and collections data and take appropriate action based on findings., • Ability to work independently and manage competing priorities across multiple client accounts.Competencies Revenue Cycle Knowledge: Understands the full revenue cycle from charge capture through payment posting and appeals, including how decisions at each stage affect downstream collections. Operations Knowledge: Demonstrates a thorough understanding of operational procedures and their impact on other departments. Acts as an expert resource for others. Compliance Knowledge: Demonstrates extensive understanding of general and department-specific regulations, including payer requirements and coding standards. Serves as a compliance resource for the team. Analytical Judgment: Interprets billing data to distinguish isolated errors from systemic issues and prioritizes work based on revenue impact rather than volume. Client Management: Maintains professional communication and positive client relationships. Communicates performance results and unfavorable information candidly and without delay. Team Development: Builds morale and fosters collaboration toward shared objectives. Provides direct, specific feedback and holds staff accountable to defined standards. Computer Skills: Demonstrates a strong understanding of technology used in billing operations and consistently identifies opportunities to improve efficiency through technology. Physical Requirements The physical demands described below are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Physical Strength: Ability to stand and/or sit for periods of time. May be required to walk, reach, lift, carry, and bend. Must be able to lift and/or move up to 10 lbs. and occasionally more than 10 lbs., • Finger Dexterity: Ability to perform small movements with the fingers, including typing, handling small objects, and similar activities., • Talking: Ability to accurately convey information verbally to clients and other employees., • Hearing: Ability to hear average or normal conversations and receive ordinary information., • Visual Abilities: Requires close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Employer reserves the right to change this job description at any time should business needs arise.

Job DescriptionSenior Commercial Account Manager Salary: 75,000 - 95,000 (Depending on experience and qualifications) Location: White Plains, NY Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 7+ years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable TAM, EPIC or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Professional verbal and written communication skills All inquiries will be kept 100% confidential

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: • Build relationships with new clients with the goal of bringing in new bank and brokerage assets, • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills, • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments, • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research, • Master referral opportunities to grow portfolio, • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.), • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure strict adherence to KYC/AML and other compliance norms, • Partner with all roles on branch team to ensure all clients have a positive in-branch experience, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: • 5-8 years of experience serving in a financial advisory capacity, • Experience in a proactive, successful sales and service role in the financial services industry, • Strong analytical and financial skills, • Strong verbal and written communication skills, • Organized with strong attention to detail, • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred, • Basic understanding of investment and financial planning strategies preferred, • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction, • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, • Group 1 Insurance License, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: • Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Greenburgh New York United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Sep 09, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.

State of Location: New York Position Summary: This role is ideal for an experienced accounting professional who thrives in a fast-paced environment and wants to play a meaningful role in financial reporting, balance sheet governance, internal controls, and audit readiness. The Senior Accountant will own key areas of the monthly close process, prepare and analyze complex reconciliations, support external audits, contribute to acquisition accounting, get exposure to strategic partnerships and drive continuous process improvements. This position offers exposure to leadership, technical accounting matters, and strategic initiatives, providing a clear path for growth into future accounting leadership roles. Candidates should have a strong foundation in U.S. GAAP, account reconciliations, financial reporting, and process improvement, with healthcare and public accounting experience considered a plus. Job Description: Reports To: Senior Manager Technical Accounting Department: Accounting & Finance Location: Remote We are seeking a highly motivated Senior Accountant to join our growing Accounting & Finance team. This role will support technical accounting research, financial reporting, key areas of the monthly close process, annual audit support, acquisition-related activities, and continuous process improvement initiatives. The position plays an important role in maintaining the integrity of the Company's financial reporting and control environment while supporting a rapidly growing organization. The ideal candidate combines a strong foundation in U.S. GAAP with a practical, detail-oriented approach and a desire to expand beyond traditional close responsibilities. This role offers exposure to technical accounting, financial reporting, mergers and acquisitions, strategic partnerships, internal controls, ERP initiatives, and finance transformation projects, providing a clear path for growth into future accounting leadership opportunities. Technical Accounting & Strategic Projects • Assist with technical accounting research and implementation of new accounting standards., • Support accounting analyses for complex non-routine transactions, including acquisition accounting, strategic partnerships (joint ventures), lease accounting, debt modifications, intercompany legal entity transactions, and other U.S. GAAP matters., • Prepare subsidiary, lender, contractual, and other ad hoc financial reporting packages as needed., • Partner with accounting leadership in ERP, reporting, automation, and process improvement initiatives., • Cross-functionally collaborate with Finance, Operations, Legal, Payroll, Revenue Cycle, and other business teams to support key initiatives and improve end-to-end financial processes. Financial Close & Reporting • Own assigned aspects of the monthly, quarterly, and annual close process., • Prepare and review complex account analyses and maintain complete, audit-ready supporting schedules., • Support annual financial statement preparation, footnote disclosures, and audit documentation., • Research, resolve, and document reconciling items and accounting discrepancies., • Support and develop a scalable COSO-aligned internal control environment through documentation, monitoring, and process improvement that strengthen financial reporting quality. Required • Bachelor's degree in accounting or finance., • 3+ years of progressive corporate accounting or public accounting experience, • Strong knowledge of U.S. GAAP and financial reporting., • Experience with month-end close, account reconciliations, and financial analysis., • Advanced Excel skills and strong analytical capabilities., • Excellent organizational, communication, and problem-solving skills. Preferred • CPA or CPA candidate., • Big 4 / regional firm background is a major plus, • Experience with Workday, Adaptive Planning, or similar ERP and reporting systems., • Exposure to mergers/acquisitions and joint ventures/equity accounting., • Exceeding Expectations: Deliver best-in-class care and witness exceptional patient outcomes., • Empowering Values: Live by values that prioritize teamwork, growth, and serving others., • Professional Investment: Reimbursement for annual CPA license fees, continuing education (CPE), and professional development courses., • Work-Life Integration: Flexible hybrid/remote schedule within a collaborative, supportive finance team. Compensation Range: $95,000 - $120,000 per year. • This position is also eligible for a bonus. Full Benefits in Your First 30 Days: • Medical, dental, vision insurance, • 401k with company matching contribution, • Disability & life insurance, • Pet insurance discounts for your fur babies, • Paid parental leave and maternity leave, • Gym and wellness discounts, • Free mental health + financial services, • Generous PTO Program & 6 paid holidays annually

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. • Build relationships with new clients with the goal of bringing in new bank and brokerage assets, • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills, • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments, • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research, • Master referral opportunities to grow portfolio, • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.), • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure strict adherence to KYC/AML and other compliance norms, • Partner with all roles on branch team to ensure all clients have a positive in-branch experience, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits, • 5-8 years of experience serving in a financial advisory capacity, • Experience in a proactive, successful sales and service role in the financial services industry, • Strong analytical and financial skills, • Strong verbal and written communication skills, • Organized with strong attention to detail, • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred, • Basic understanding of investment and financial planning strategies preferred, • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction, • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, • Group 1 Insurance License, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures, • Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time Greenwich Connecticut United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Sep 09, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents AI Notice and Right Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Mastercard is looking for a Manager, FX Trading & Strategy to join the New York City office and oversee daily FX trading, risk management and support the implementation of new processes and procedures. The responsibilities for this role include: • Develop new foreign exchange capabilities to support business initiatives involving cross-border payments, • Define FX desk workflows, policies, procedures, and implement a high level of automation, • Execute the company's foreign exchange risk management program and strategies, • Monitor FX trade executions and open positions, • Measure FX risk according to company policy and report exposures to senior management, • Analyze approaches to optimize risk management, • Onboard trading partners, • Identify requirements to trade exotic currencies, • Support the testing of FX risk management, quoting, and trading systems, • Communicate relevant news, market events, and FX system behavior to team members, • Analyze market trends (liquidity, spreads, volatility, etc.) for the business, • Evaluate business cases for incremental revenue opportunities related to foreign exchange transactions and support the business with project-based FX analysis, • Contribute to all aspects of the trading desk activities including position reconciliation, risk management tasks and post trade analysis Ideal candidate will be proficient in or possess the following: • Experience in developing new business or service offerings, • Experience in and/or willingness to start a new trading operation including defining front, middle and back office responsibilities and workflows, • FX experience in algorithmic and/or traditional trading in spot, forward, and NDFs, • Experience in designing, programming, and/or managing pricing and risk management algorithms or processes is a plus, • Strong understanding of FX markets in G-7 and G-20 currencies; some experience with exotic currencies is a plus, • Strong knowledge of corporate finance and capital markets, • Excellent analytical skills, • Strong MS Excel and PowerPoint skills, • Proven track record of prioritizing work and managing multiple projects, in addition to daily workload, • Ability to work independently and manage ambiguity, • Strong oral and written communication skills, • Excellent leadership qualities, including getting work done through others, being organizationally savvy, thought leadership and influencing skills, • Finance, accounting, economics or similar degree; MBA or CFA a plus Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. THIS POSTING IS NOT FOR A CURRENT VACANCY, BUT MASTERCARD IS SEEKING RESUMES TO REVIEW IN THE FUTURE WHEN JOBS BECOME AVAILABLE. Pay Ranges New York City, New York: $137,000 - $218,000 USD Purchase, New York: $131,000 - $209,000 USD

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The role will support the Institutional Risk function within Client Segment Risk by helping identify, assess, monitor, escalate, and advise on risks across Institutional Consulting Solutions, which include the Corporate Cash, Government Entity, Graystone and Retirement businesses and related institutional client activities. The individual will provide risk advisory support to business partners, assist with the design and enhancement of control frameworks, support governance routines, and contribute to risk reporting and issue escalation. As part of the role, you will also provide support to the Institutional Portfolio Monitoring team, including oversight of institutional client portfolios subject to Investment Policy Statements. This includes reviewing IPS guidelines, translating investment restrictions into monitoring rules, identifying portfolio variances, supporting escalation and remediation, and contributing to the continued strategic refinement of the IPM operating model, workflows, dashboards, reporting, and technology-enabled monitoring capabilities. The role is intended to strengthen Institutional Risk coverage while ensuring the IPM team has additional support for portfolio monitoring, governance, advisory, and strategic enhancement activities. As part of the Institutional Risk team, the individual will: • Develop a broad understanding of Morgan Stanley Wealth Management's Institutional business, including key products, platforms, client segments, support infrastructure, high-risk processes, governance routines, and strategic initiatives., • Provide risk advisory support to Institutional business partners, helping identify, assess, communicate, and escalate risks across products, platforms, processes, and client-related activities., • Partner with business stakeholders, technology teams, risk partners, and control partners to analyze, design, implement, and enhance control frameworks across Institutional businesses., • Support risk assessments related to new business initiatives, platform enhancements, technology changes, AI-related buildouts, and other strategic efforts by advising on governance considerations, control design, risk mitigation, implementation readiness, and ongoing monitoring., • Support the IIS Platform BCU support model, including the development, tracking, and reporting of relevant metrics to assess risk indicators, control performance, operational effectiveness, and business readiness., • Conduct account, platform, and process analysis to identify trends, anomalies, emerging risks, potential control gaps, and areas requiring further review or escalation., • Provide data mining, reporting, and analytics support to enhance transparency, inform management decision-making, identify emerging risks, and support timely executive-level reporting., • Support business partners in identifying, understanding, assessing, and self-disclosing risks, including issues that may require remediation, governance review, or escalation., • Review remediation plans and help ensure action plans are appropriately designed, documented, tracked, and completed within target timelines., • Assess risk incidents and support Lessons Learned reviews, including identification of root causes, control enhancements, stakeholder impacts, and follow-up actions., • Support the development, execution, and maintenance of risk assessment processes, including applicable non-financial risk assessment activities., • Assist with internal and external audits, exams, and related requests, including coordination of materials, responses, evidence gathering, issue tracking, and management updates., • Support updates to policies, procedures, standards, supervisory processes, and related governance documentation., • Serve as a governance and risk support resource for billing-related processes, including oversight of billing controls, issue management, reporting, and governance routines, as applicable., • Provide support for strategic initiatives and special projects, including cross-functional efforts, transformation initiatives, business process enhancements, and time-sensitive institutional risk priorities., • Manage multiple projects and deliverables simultaneously, including ad hoc, executive-level, and time-sensitive requests. The role will also provide support to the Institutional Portfolio Monitoring team by: • Supporting the onboarding, oversight, and monitoring of institutional client portfolios subject to Investment Policy Statements., • Reviewing IPS guidelines and translating written investment restrictions, asset allocation requirements, prohibited securities, concentration limits, liquidity requirements, and other portfolio parameters into mathematical, rules-based, or logic-based monitoring criteria., • Helping monitor portfolios through applicable technology platforms, SaaS solutions, internal tools, dashboards, and systemic monitoring processes., • Identifying, analyzing, and escalating portfolio variances to Portfolio Managers, supervisors, Field Risk Officers, business stakeholders, and appropriate risk partners for review, action, and remediation., • Contributing technical and analytical expertise to build, refine, and maintain IPM workflows, dashboards, reporting tools, monitoring routines, and quality control processes., • Assisting with the creation of executive-level reporting, trend analysis, issue summaries, risk metrics, and governance materials related to portfolio monitoring activity., • Supporting the continued strategic refinement of the IPM team, including process design, workflow optimization, escalation protocols, technology enhancements, data quality improvements, reporting standardization, and operating model maturity., • Providing advisory support to stakeholders regarding IPS interpretation, monitoring capabilities, portfolio variance themes, and potential risk considerations., • Following written supervisory procedures and helping ensure monitoring activities align with applicable Firm policies, procedures, and governance expectations., • Partnering with Institutional Consulting Solutions, Institutional Client Segment Risk, Legal, Field Risk Officers, vendors, Financial Advisors, Private Wealth Advisors, Portfolio Managers, Client Service Professionals, and senior leadership., • Communicating complex portfolio, product, IPS, and risk concepts clearly to stakeholders at multiple levels of the Firm. The role will be aligned to the Institutional Risk function while maintaining direct support responsibilities for the Institutional Portfolio Monitoring team. The individual will work closely with: • The Institutional Risk Manager for day-to-day institutional risk management, advisory, governance, control framework, audit, exam, policy, remediation, and strategic initiative responsibilities., • The Institutional Portfolio Monitoring Risk manager for IPM-related responsibilities, including IPS monitoring, portfolio variance identification, escalation support, workflow enhancement, reporting, and strategic refinement of the IPM function. This structure will help ensure the individual is fully integrated into the Institutional Risk organization while maintaining the knowledge, accountability, and connectivity needed to effectively support the IPM team. The ideal candidate will have: • Strong knowledge of financial products, investment strategies, asset classes, portfolio construction, and institutional client needs., • Experience in financial services, institutional risk, wealth management, compliance, controls, portfolio monitoring, advisory, or related functions., • Familiarity with SEC, FINRA, and Firm compliance policies, procedures, and supervisory expectations., • Strong analytical, problem-solving, investigative, and critical-thinking skills., • Ability to identify risks, assess issues, determine appropriate escalation paths, and support remediation., • Ability to provide practical, risk-based advisory support to business stakeholders and senior management., • Strong understanding of control frameworks, governance routines, issue management, and risk reporting., • Strong project management and organizational skills., • Ability to manage multiple priorities in a fast-paced environment with evolving deadlines., • Strong written and verbal communication skills., • Ability to explain complex investment, portfolio, IPS, risk, and control concepts clearly and concisely., • Ability to build effective relationships with business stakeholders, risk partners, control partners, vendors, technology teams, and senior leadership., • Strong attention to detail and ability to work independently., • Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Project., • Experience with SharePoint development, maintenance, workflow support, or dashboard management., • Familiarity with Clearwater Analytics, portfolio monitoring technology, data analytics tools, or coding experience would be a plus., • Knowledge of Investment Policy Statements and rules-based portfolio monitoring would be a plus., • Bachelor's degree required; Finance, Economics, Business, or equivalent relevant experience preferred., • Seven or more years of financial services experience preferred, including experience in risk management

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. The Mastercard Global Open Finance product team brings to life our vision of empowering consumers and small businesses to benefit from their financial data. Trusted by leading organizations, our Open Finance platform enables some of the industry's most transformative services. We're seeking a collaborative and results-oriented product manager who thrives in a dynamic, fast-paced environment. You are passionate about empowering consumers, leveraging cutting-edge technologies, and delivering impactful solutions. As a natural leader and team player, you excel in building relationships and driving strategic outcomes with energy, creativity, and accountability. As a Product Manager, you will help deliver on our Global Open Finance product strategy by identifying ways to enhance Mastercard's services and products via our Open Finance business identifying synergies, uncovering opportunities to drive unique services and programs, and dissecting product constructs across Mastercard to realize new opportunities. You will collaborate with cross-functional teams to build and enhance products that deliver on strategic objectives, leveraging user insights, market trends, and emerging technologies to shape our roadmap and achieve measurable outcomes. In this role, you will: • Identify and evaluate opportunities for product and services optimization across markets, the broader Mastercard business, and at global scale., • Engage global and regional teams including product managers, designers, engineers, strategy, compliance, and legal to deliver scalable solutions., • Serve as a key liaison between business stakeholders, developers, and end-users to ensure alignment on priorities and expectations., • Craft and present compelling business cases and project plans to stakeholders to secure buy-in and prioritize work within a competitive environment., • Communicate product progress, performance, risk and opportunities to key internal stakeholders, ensuring alignment and transparency across the Mastercard business., • Design, develop, and drive workshops, working groups and sessions to ensure alignment, capture action items, and progress against joint team initiatives., • Own product roadmap execution, including translating strategic priorities into clear requirements, epics, features, success metrics, and delivery milestones., • Partner with engineering and cross-functional teams through planning cycles to track progress against objectives and KPIs., • Stay informed on Open Finance industry trends, regulations, and the competitive landscape to refine product positioning. All About You: • Proactive in identifying, analyzing, and scoping opportunities; challenges the status quo to drive innovation and uncover new solutions., • Proven ability to lead complex, cross-functional product initiatives from opportunity assessment through execution, including roadmap definition, requirements, delivery planning, and KPI management., • Strong data acumen, leveraging customer, market, product, and financial data to inform decisions, identify opportunities, and measure business impact., • Extensive experience with customers and external partners to problem solve and develop products that provide value and address their needs., • Demonstrated ability to influence senior stakeholders, navigate ambiguity, and align product, engineering, strategy, legal, compliance, regional, and commercial teams., • Thrives in fast-paced, cross-functional environments, setting clear priorities and milestones to deliver tangible outcomes with urgency., • Excellent leadership, communication, and stakeholder management skills, with a track record of building relationships across teams while operating independently., • Highly organized and detail-oriented, with the ability to manage multiple priorities, analyze complex issues, and translate opportunities into actionable plans., • Familiarity with Open Finance practices, regulations, and standards strongly preferred. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility: All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $179,000 - $305,000 USD

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. We are seeking a sales leader to specialize in closing new and growing existing client opportunities for Mastercard's Test & Learn platform. Specialists develop sales strategies, build client pipelines for multimillion-dollar deals, present solutions to senior executives, and collaborate with internal teams to close deals. This role requires deep understanding of Mastercard's services, strong commercial and analytical skills, and experience in software or data-driven solution selling. More on the Test & Learn Platform: • Business Experiments: Enables businesses to run experiments and test initiatives in areas like product launches, pricing, and marketing., • Predictive Analytics: Uses machine learning to analyze data, understand the true impact of initiatives, and identify key drivers of performance., • Actionable Insights: Provides actionable insights and recommendations for maximizing ROI by targeting the most responsive customers or initiatives. Manager level role focused on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in key segments (Retail, Restaurants, Travel, Digital, CPG, Telco). • Drives Sales Strategy: Develops and executes strategies to sell the Test & Learn platform and related services to clients., • Manages Client Pipeline: Cultivates a pipeline of potential clients and converts them into active platform users., • Secures Large Deals: Aims to secure significant, multi-year deals by demonstrating the platform's value., • Presents and Influences: Presents the platform's capabilities to senior client audiences and influences large business decisions., • Collaborates: Works with internal teams, including product development, to provide client insights and develop solution proposals., • Builds Relationships: Fosters strong, long-term partnerships with clients, according to Mastercard Services. Key Skills and Experience Needed: • Sales & Commercial Acumen: Strong sales ability, particularly in building and converting a cold pipeline. History of meeting and exceeding sales quotas., • Demonstrated experience working with or selling solutions to clients in the media and advertising industry., • Data & Analytics Expertise: Deep understanding of analytics and a desire to learn more about Mastercard's many offerings in this space., • Software/Data-Driven Selling: Experience selling software or data-driven solutions is often required., • Analytical Skills: Proficiency in problem-solving and analytical thinking to understand client needs by translating data into solutions., • Client Engagement: Ability to build senior-level client relationships and present complex solutions. All About You: • Strong software or data driven solution selling background with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach Progressively complex hunting sales within Retail / Restaurants / CPG / Travel /Digital sectors, Telco; rolodex of C-Level / EVP / SVP contacts preferred, • Ability to thrive and build robust pipeline with limited lead generation support, • Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues, • Revenue management experience, • Revenue goal-setting abilities, • Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Corporate Security Responsibility: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges: Arlington, Virginia: $115,000 - $164,000 USD Purchase, New York: $115,000 - $164,000 USD

Purchase, NY Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services to clients worldwide. Digital Client Experience & Platforms is building secure, scalable, and intuitive client-facing capabilities that help protect clients, enable digital adoption, and support trusted engagement across web and mobile channels. We are seeking a Vice President, Product Manager to own the end-to-end product strategy and roadmap for client platform Multi-Factor Authentication (MFA). This leader will serve as a builder-operator for a critical identity and security platform, delivering secure-by-design authentication capabilities that protect clients while preserving a seamless digital experience. The role requires strong product judgment, execution discipline, and the ability to align engineering, cybersecurity, fraud, risk, legal, compliance, design, operations, and channel stakeholders around a measurable roadmap. • Own the MFA product vision, multi-year roadmap, and quarterly delivery plans across web, mobile, and shared client platform capabilities., • Define reusable authentication capabilities, adoption patterns, and integration standards that can scale across multiple client journeys and channel teams., • Translate security, fraud, regulatory, and client experience objectives into clear product outcomes, prioritized features, and measurable success criteria., • Develop the target-state roadmap for enrollment, step-up authentication, trusted devices, device binding, recovery, factor management, and channel migration., • Lead cross-functional delivery with engineering, architecture, cybersecurity, fraud, operations, design, and channel product teams from discovery through production launch., • Convert product strategy into epics, features, user stories, acceptance criteria, release plans, and launch readiness artifacts., • Manage dependencies across identity, session management, device intelligence, fraud decisioning, client servicing, contact center tooling, and digital channels., • Drive disciplined product rituals including prioritization, backlog grooming, stakeholder reviews, delivery governance, testing, release readiness, and post-launch validation., • Partner with Technology, Cybersecurity, Fraud Operations, Chief Data Office/Risk, Legal, Compliance, and Internal Audit to ensure MFA capabilities meet internal control standards and external regulatory expectations., • Own product documentation and governance artifacts, including risk assessments, control mappings, audit evidence, exception handling, change approvals, and operational readiness materials., • Embed privacy, consent, data minimization, resiliency, and auditability considerations into product design and delivery decisions., • Optimize MFA experiences to reduce friction while maintaining strong protection, including prompt frequency, factor choice, enrollment completion, recovery flows, accessibility, and servicing escalation paths., • Partner with UX research, design, analytics, and servicing teams to validate journeys, identify drop-off drivers, and improve client and advisor outcomes., • Define production health expectations, including observability, incident readiness, defect prioritization, operational playbooks, and post-launch performance reviews., • Coordinate rollout, communications, training, and change management with digital channels, field/service organizations, and support teams., • Define and track product, risk, and operational KPIs including MFA enrollment rate, challenge success rate, authentication latency, factor adoption, step-up frequency, fraud loss reduction, account takeover indicators, recovery completion, contact drivers, and defect trends., • Use data, client feedback, incident learnings, and control findings to continuously improve the roadmap and quantify risk reduction, resiliency, and experience gains., • 5-7 years of product management experience, including ownership of platform capabilities used by multiple applications, channels, or teams., • Demonstrated experience delivering authentication, identity, security, fraud, risk, or client protection products in a regulated environment; financial services experience strongly preferred., • Strong understanding of MFA methods and tradeoffs, including push, OTP, authenticator apps, device binding, trusted devices, account recovery, biometric-enabled flows, FIDO2/WebAuthn, and risk-based or adaptive authentication., • Proven ability to influence and execute across engineering, architecture, cybersecurity, fraud, risk, compliance, legal, design, analytics, operations, and senior business stakeholders., • Experience defining product metrics, analyzing performance data, and using evidence to prioritize roadmap investments and operational improvements., • Excellent written, verbal, and executive communication skills, with comfort presenting roadmap decisions, delivery progress, risks, tradeoffs, and funding needs to senior stakeholders., • Experience with identity standards and protocols such as OAuth/OIDC and SAML, and familiarity with modern web and mobile authentication patterns., • Experience with device intelligence, fraud decisioning, risk scoring, account takeover prevention, or AI-enabled risk signal integration., • Experience improving account recovery, identity proofing, client support tooling, and operational workflows for identity-related issues., • Familiarity with Jira, Confluence, agile delivery practices, governance forums, and product financials or investment planning., • Platform-first product strategy and roadmap ownership, • Security-by-design mindset balanced with client experience outcomes, • Structured execution, delivery governance, and operational discipline, • Risk, controls, privacy, and compliance fluency, • Data-driven decision-making, measurement, and continuous improvement, • Executive communication, stakeholder influence, and cross-functional leadership WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. The Director, Account Management, Acquiring will have responsibility for one of Mastercard's strategic acquiring and processing relationships. This role combines strategic account leadership, commercial growth and solution development, with a focus on deepening the relationship and expanding Mastercard's relevance across the client's processing business. We are looking for a commercial problem solver, not simply a relationship manager. The successful candidate will understand acquiring and processing, be comfortable with product and technology, and know how to bring together Mastercard capabilities to solve complex client needs and create sustainable growth. Responsibilities: • Own the overall account strategy and commercial performance for a strategic acquiring and processing relationship., • Develop a deep understanding of the client's business model, processing capabilities, technology environment and strategic priorities., • Identify and develop opportunities across Mastercard Core and Services, building a strong pipeline and delivering against revenue objectives., • Position Mastercard as a strategic partner, identifying opportunities to create value for both the processor and the customers it serves., • Develop integrated solutions that bring together Mastercard products, services, technology and expertise around client needs., • Lead complex opportunities from strategy and business case through negotiation, contracting, implementation and revenue realization., • Build trusted relationships with senior client decision-makers and establish connectivity across product, services, finance, legal, franchise, operations and technology teams., • Mobilize Mastercard teams across Product, Services, Finance, Legal, Franchise, Operations and Technology to execute against shared priorities., • Proactively address barriers to commercialization, bringing ownership, urgency and accountability to opportunities and challenges., • Serve as a player/coach within the broader Acquiring team, contributing expertise and helping advance strategic priorities beyond the account. Qualifications: • Significant experience in payments, acquiring, processing, fintech or financial services., • Strong understanding of the merchant acquiring and payment-processing ecosystem., • Demonstrated success managing a large, complex strategic client relationship and delivering commercial results., • Strong consultative selling, solution-development and negotiation skills., • Ability to understand complex product and technology environments and translate Mastercard capabilities into compelling client solutions., • Strong financial acumen and experience developing business cases and commercial agreements., • Proven ability to lead cross-functional teams and influence across a complex organization., • High degree of ownership, curiosity, collaboration and urgency. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. Corporate Security Responsibility: All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. THIS POSTING IS NOT FOR A CURRENT VACANCY, BUT MASTERCARD IS SEEKING RESUMES TO REVIEW IN THE FUTURE WHEN JOBS BECOME AVAILABLE. Pay Ranges: • Atlanta, Georgia: $182,000 - $291,000 USD, • New York City, New York: $218,000 - $349,000 USD, • Purchase, New York: $209,000 - $335,000 USD

ENT and Allergy Associates, LLP and Hmi is seeking a self-motivated, people-friendly full time Manager of Treasury and Cash Management for our Tarrytown Corporate office location. Salary: $100,000-$108,000/year The Manager of Treasury and Cash Management supports the strategic and operational oversight of the organization's treasury function. This position is responsible for cash and liquidity management, cash-flow forecasting, banking relationships, payment operations, financial risk management, and treasury controls. Reporting to the Director of Finance and Accounting with a dotted line to the Vice President of Finance, the Manager of Treasury and Cash Management helps ensure that sufficient liquidity is available to meet operating and strategic needs while safeguarding financial assets. The role also leads process improvements, system implementations, and policy development across treasury operations. Key Responsibilities: • Oversee daily cash positioning across bank accounts, legal entities, business units, and currencies., • Monitor current and projected liquidity to ensure sufficient funds are available for payroll, vendor payments, debt service, capital expenditures, and other obligations., • Develop and maintain short- and long-term cash-flow forecasts in partnership with FP&A, Accounting, Accounts Payable, and operating teams., • Analyze forecast-to-actual results, identify material variances, and recommend corrective actions., • Optimize account balances, cash concentration structures, intercompany funding, and short-term investments., • Review and approve cash transfers, funding requests, investments, and other treasury transactions within established authority limits., • Manage relationships with banks, investment providers, payment processors, and other financial institutions., • Administer bank accounts, authorized signers, online banking access, service agreements, and account documentation., • Monitor bank fees and service performance, negotiate pricing, and recommend changes to banking arrangements., • Oversee payment activities, including ACH, wires, checks, card payments, and electronic disbursements. Assist with Daily Cash Position and Bank Summary as needed., • Maintain appropriate payment controls, including segregation of duties, approval workflows, callback procedures, and fraud-prevention services., • Coordinate bank account openings, closures, conversions, and integration activities related to acquisitions or organizational restructuring., • Support administration of credit facilities, loans, leases, and other financing arrangements., • Manage short-term investments in accordance with approved investment policies and liquidity requirements., • Monitor exposure to interest-rates, concentration, and payment-fraud risks., • Prepare analyses and recommendations related to funding alternatives and liquidity planning., • Maintain treasury policies, standard operating procedures, authorization matrices, and internal control documentation., • Ensure treasury activities comply with organizational policies, contractual obligations, accounting requirements, and applicable regulations., • Support internal and external audits by preparing reconciliations, confirmations, schedules, and control documentation., • Review bank reconciliations and investigate unusual, aged, or unreconciled items., • Develop treasury dashboards and reports covering cash balances, liquidity, forecasts, investments, debt, banking fees, and financial risk., • Prepare materials for senior management, finance committees, lenders, auditors, and the board of directors., • Serve as a functional leader for treasury management systems, online banking platforms, ERP integrations, and payment technologies., • Identify opportunities to automate cash positioning, forecasting, payments, reconciliations, reporting, and account administration., • Lead or support treasury technology implementations, bank transitions, and process redesign initiatives., • Review semiannual Workday ERP banking related release notes to identify and ensure testing of all changes affecting our banking process and related banking integrations., • Maintain data integrity and appropriate user access across treasury systems and banking platforms., • Evaluate emerging banking services and technologies that could improve visibility, security, efficiency, or control., • Supervise, coach, and develop Treasury Analysts and other finance team members as needed., • Establish performance expectations, assign work, and ensure timely completion of critical daily activities., • Partner with Accounting, FP&A, Tax, Legal, Procurement, Accounts Payable, Payroll, Information Technology, and operating teams., • Provide treasury guidance and training to employees involved in cash forecasting, payments, banking, or financial controls., • Serve as acting treasury leader when the Director of Finance and Accounting is unavailable., • Promote a culture of accountability, continuous improvement, risk awareness, and customer service. Qualifications: • Bachelor's degree in finance, accounting, economics, business, or a related field., • Five or more years of progressive experience in corporate treasury, cash management, banking, or related finance functions., • Two or more years of supervisory, team-lead, or project-lead experience., • Demonstrated experience with daily cash positioning, liquidity planning, and cash-flow forecasting., • Strong knowledge of banking services, payment methods, fraud controls, and bank account administration., • Experience managing bank relationships and negotiating services or fees., • Advanced proficiency with spreadsheets, financial modeling, and treasury reporting., • Strong analytical, organizational, communication, and problem-solving skills., • Ability to manage confidential information, priorities, and time-sensitive transactions., • Master's degree in finance, business administration, or a related discipline., • Certified Treasury Professional (CTP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or comparable qualification., • Experience with treasury management systems and enterprise resource planning platforms (Workday experience preferred)., • Experience implementing treasury systems, banking platforms, or process-automation solutions., • Knowledge of accounting standards, internal controls, audit requirements, and regulatory compliance relevant to treasury. Core Competencies: • Strategic thinking: Connects daily treasury activities to broader financial and organizational objectives., • Financial judgment: Evaluates liquidity, risk, and return when making funding and investment recommendations., • Operational discipline: Maintains precision and control in high-volume, time-sensitive financial processes., • Leadership: Sets expectations, develops employees, and promotes ownership and collaboration., • Communication: Explains financial matters clearly to technical and nontechnical stakeholders., • Risk awareness: Anticipates financial, operational, fraud, and compliance risks and implements effective controls., • Continuous improvement: Uses technology, data, and process redesign to improve efficiency and reliability. Working Conditions: This is a full-time in-office position. This role may require availability outside normal business hours for urgent funding needs, payment issues, bank conversions, quarter-end activities, or business-continuity events. Limited travel may be required for banking meetings, system implementations, or organizational operations. Benefits: • Medical, Dental, and Vision insurance, • Company?paid long?term disability, • Flexible Spending Account (FSA), • Company?paid life insurance and voluntary life insurance, • 401(k), • Pet insurance About ENT and Allergy Associates (ENTA) ENT and Allergy Associates (ENTA) is the largest ENT, Allergy, and Audiology practice in the country, with over 475 clinicians practicing across 70+ clinical locations in New York, New Jersey, Pennsylvania, and Texas. Each ENTA clinical office is comprised of world-class physicians who are specialists and sub-specialists in their respective fields, delivering the highest level of expertise and care to patients of all ages. Our comprehensive services include: • Adult and Pediatric ENT and Allergy, • Voice and Swallowing, • Advanced Sinus and Skull Base Surgery, • Facial Plastics and Reconstructive Surgery, • Treatment of Inner Ear Disorders and Dizziness, • Asthma-related services, • Diagnostic Audiology and Hearing Aid Dispensing

The Energy Market Senior Client Development Manager is responsible for leading sales activities specific to energy clients, creating and executing capture plans and sales strategies, working in close partnership with the Market Leader, client account managers, technical leaders, and proposal profess

The Hospital Senior Account Managers will meet and/or exceed sales performance objectives in an assigned territory by developing, implementing, and executing an integrated territory business plan encompassing key customer targets within assigned accounts. The Hospital Senior Account Manager supports

Job Description HCM Job Title AP Coordinator Department Finance Team Accounting Manager Position Reports To Accounting Manager FLSA Status Non-Exempt GENERAL SUMMARY: A unique opportunity exists to join a team in creating a vibrant senior learning community on the campus of Purchase College, State University of New York. The residents of this university-based retirement community will be able to enjoy the many amenities of the college including the renowned Neuberger Museum of Art, the Performing Arts Center, the academic and athletic facilities, and the park-like campus. They will be able to enjoy all these benefits while living in a village designed specifically for their interests and needs. As part of the Purchase College community, Broadview residents will enjoy both formal and informal programming and collaborative opportunities designed to promote intergenerational engagement with members of the college community, ranging from classes and mentoring to providing employment opportunities for students. Broadview will offer the full continuum of services, inclusive of Independent Living, Assisted Living, Enhanced Assisted Living, and Memory Care. INCLUSIVE AND COLLABORATIVE CULTURE: We are dedicated to promoting diversity, equity, and inclusion. Diversity is the commitment to a community of equity and access through the acceptance of all aspects of human difference. This includes but is not limited to age, disability, race, ethnicity, gender, gender expression and identity, language heritage, national origin, sexual orientation, religion, socioeconomic status, status as a veteran and worldview. Broadview at Purchase College is proud to be SAGE CARE certified, and all employees will be provided with SAGE CARE training. Broadview at Purchase College is committed to integrating various cultural and social perspectives to engender excellence and to creating a collaborative culture in order to provide an exceptional experience for every employee and resident. AP Coordinator- Non remote position Exempt Status: Non-Exempt Organizational Relationship: Reports to the Accountant Major Function: This position is responsible for the processing of accounts payable and payroll as well as providing other accounting support to the Finance Department. Essential Duties & Responsibilities: • Processes AP invoices into AP Express and review for accuracy and completeness., • Transmit invoices from AP Express into Oracle E-Business Suite., • Validate, and create accounting for all invoices transmitted., • Process accounts payable check run and payroll on a weekly basis., • Enters vendor master information for each new vendor and keeps W-9 file up to date., • Assists department supervisors in proper coding of invoices., • Prepares invoices for processing by matching with check requests., • Analyze aged payables detailed report, scheduled payments report, and payment check register to ensure accuracy and timeliness of payments., • Perform the month end closing process for accounts payable and assist with various month end closing processes as needed., • Scan invoices to maintain files, and all paid invoices with check copies electronically., • Maintains an accurate list of invoices to be accrued at month end processing., • Assists with 1099 preparation at the end of the year., • Deposit payments received into online banking portal., • Works closely with accounting staff and auditors during annual audits, responds to inquiries and provides required documents and support., • Assists in processing and reconciling payroll and filing all related federal, state, and local returns., • Verifies accuracy of community employee’s deductions, net pay to internal system reports; and balances payroll on a bi-weekly basis to Federal, State and internal costing and control reports., • Compiles payroll data such as garnishments, paid time off, insurance and 401(k) deductions., • Answers payroll inquiries and resolves discrepancies as they arise and reports issues to the accountant., • Assists in compiling and distributing memos to employees related to payroll changes, notifications, and benefit information., • Ensures files are up to date and documents are clearly marked for easy access., • Processes monthly, quarterly, and annual functions and report preparation., • Prepares occupancy, cash, and operating analysis reports., • Other duties as assigned. Other Duties: Types letters, memos, etc., as needed. Photocopies and coordinates printings as required. QUALIFICATIONS: • Associate Degree in Accounting preferred. Two to three years related experience required., • Proficient with Microsoft office (Excel, Power Point and Word), and computer knowledge and/or experience., • Good communication skills – both verbal and written., • Good telephone manners and people skills., • Ability to prioritize and meet deadlines – good organizational skills., • Uses good judgment in making routine decisions., • Must be customer service oriented. PHYSICAL REQUIREMENTS/WORKING CONDITIONS: Must be able to sit at a desk for up to six hours per day. Must be able to stoop, bend, stretch, and squat to access files and various documentation; must be able to lift 20 pounds frequently. BENEFITS: Health insurance Dental insurance Vision Insurance Paid Time Off 401(k) 401(k) matching Employee assistance program Flexible spending account Life insurance Parental leave Reduced price employee meals

Job Description Broadview at Purchase College GENERAL SUMMARY: A unique opportunity exists to join a team in creating a vibrant senior learning community on the campus of Purchase College, State University of New York. The residents of this university-based retirement community will be able to enjoy the many amenities of the college including the renowned Neuberger Museum of Art, the Performing Arts Center, the academic and athletic facilities, and the park-like campus. They will be able to enjoy all these benefits while living in a village designed specifically for their interests and needs. As part of the Purchase College community, Broadview residents will enjoy both formal and informal programming and collaborative opportunities designed to promote intergenerational engagement with members of the college community, ranging from classes and mentoring to providing employment opportunities for students. Broadview will offer the full continuum of services, inclusive of Independent Living, Assisted Living, Enhanced Assisted Living, and Memory Care. The community is slated to open to residents in the 4th quarter of 2023. INCLUSIVE AND COLLABORATIVE CULTURE: We are dedicated to promoting diversity, equity, and inclusion. Diversity is the commitment to a community of equity and access through the acceptance of all aspects of human difference. This includes but is not limited to age, disability, race, ethnicity, gender, gender expression and identity, language heritage, national origin, sexual orientation, religion, socioeconomic status, status as a veteran and worldview. Broadview at Purchase College is proud to be SAGE CARE certified, and all employees will be provided with SAGE CARE training. Broadview at Purchase College is committed to integrating various cultural and social perspectives to engender excellence and to creating a collaborative culture to provide an exceptional experience for every employee and resident. Job Summary: The Host/Hostess is responsible for assisting the Manager with the overall operation, coordination, appearance and maintenance of the dining area and waitress station and ensuring that courteous and efficient services are delivered. PRINCIPLE DUTIES: 1. Responsible for arranging seating accommodations and greeting residents, guests, and staff while maintaining a friendly environment., 2. Supervises the physical appearance of the dining room area and waitress stations including table pedestals, chairs, rugs, drapes, flooring tiles, light fixtures, etc., 3. Supervises the appearance of dining room tables, including table linens, napkins, silverware, table setup, menu covers, centerpieces, etc., 4. Schedules work assignments for all dining room personnel assigning specific jobs and spot checking to ensure standards are met., 5. Maintains pertinent and appropriate resident and staff attendance records, reservations, incident reports, schedules, special functions, and assists in performing computerized resident billing transactions as needed., 6. Advises the Dining Room Manager regarding dining room status., 7. Assists with planning, scheduling, supervising, and counseling dining room personnel., 8. Assists bus and wait staff on the floor when needed and receives a consensus on resident feedback and satisfaction., 9. Assist servers in cleaning tables, floors, vacuuming, etc., 10. Execute other duties as assigned by management. Other Duties: Assists in assuring staff education is provided to dining room personnel in accordance with the staff education plan, plus provides on the job training for dining room personnel. 1. Ensures that dining room service is in compliance with all local, federal, and state regulations in relation to service, sanitation and personnel., 2. Inspects equipment to determine repair or maintenance needs and cleanliness. Reports any necessary maintenance repairs to the Dining Room Manager., 3. Attends in-service training and education sessions, as assigned., 4. Performs specific work duties and responsibilities as assigned by supervisor. HOSPITALITY FOCUS: The Broadview Community fully embraces a culture of hospitality. To that end, we include the following hospitality promises as a guide for our interpersonal interactions with residents, co-workers, and guests: 1. We greet residents, employees, and guests warmly, by name and with a smile., 2. We treat everyone with courteous respect., 3. We strive to anticipate resident, employee and guest needs and act accordingly., 4. We listen and respond enthusiastically in a timely manner., 5. We hold ourselves and one another accountable., 6. We embrace and value our differences., 7. We make residents, employees and guests feel important., 8. We ask, “Is there anything else I can do for you?”, 9. We maintain high levels of professionalism, both in conduct and appearance, at all times., 10. We pay attention to details. WELLNESS FOCUS: The Broadview employees are expected to promote a healthy community culture for all residents and employees. This is a whole-person approach to health and wellness which includes eight dimensions of wellness: Emotional, Environmental, Health Services, Intellectual, Physical, Social, Spiritual and Vocational. Through these efforts we can ensure and exceed residents’ wellness needs relating to their mind, body, and soul, which may also have a positive effect on the employees, as a result. QUALIFICATIONS: 1. High school graduate required. Prefer courses in hospitality management or dining room operations., 2. Some experience in “front of the house operations” within restaurant, hotel, club or similar institution preferred., 3. Ability to communicate with, understand, empathize with, work with and be tolerant of residents, patients, families, visitors, peers, supervisors, subordinates, and other outside contacts. Salary Range for this opportunity is $17.00 to $19.00 per hour. PHYSICAL REQUIREMENTS/WORKING CONDITIONS: Light to moderate physical effort 90% of the time. Must be able to stand and walk 90% of the workday; ability to stoop, bend and stretch frequently; must be able to lift to 50 pounds frequently. Must be able to see, hear, and speak. BENEFITS: Health insurance Dental insurance Vision Insurance Paid Time Off 401(k) 401(k) matching Employee assistance program Flexible spending account Life insurance Parental leave Reduced price employee meals

Job Description Private Client Services: Jr. Account Manager Port Chester, NY (Hybrid) Zachys Wine International www.zachys.com About Zachys Zachys is a fourth-generation family-owned business with a rich history dating back almost eight decades. Founded by Zachy Zacharia in 1944, Zachys has evolved from a corner liquor store into a renowned destination for fine wine and spirits and an internationally recognized auction powerhouse. Our mission is to offer unique experiences and access opportunities to our clients. We offer a comprehensive suite of services encompassing Retail, Storage, and Auction, expertly guiding clients through an extraordinary journey from discovery to curation, and even to consignment. Zachys is headquartered in Port Chester, NY, with an international office in Hong Kong. Our commitment to our employees is to offer an engaging, dynamic, rewarding workplace where we promote what we value: Teamwork, Respect, Knowledge, Service Excellence, Innovation, Community and Accountability. The Job Zachys is hiring a Junior Account Manager for its Private Client Services Team. This fast-paced and dynamic group is responsible for working with clients on an individual level and managing some of the most important relationships in the business. Responsibilities • Sales expectations for Account Manager: $1.5M-$2.9M Primary Functions: • Manage relationships and drive outbound sales by working with clients on an individual basis across retail, storage, and auction, • Available for inbound phone calls and emails from customers needing assistance with new and existing orders, • Support store functions, including sales on the floor, • Assist with Special Projects and ad hoc requests from Senior Management, • Attend Industry Events and Tastings as Continuing Education Requirements The successful person in this position must share passion and knowledge of wine through curated content Interact with clients at events, tastings, and auctions. Detail-oriented self-starter with the ability to multi-task in a fast-paced environment. A strong team player with a dynamic personality and excellent communication skills, both verbal and written, is essential. • Account Managers should have 1+ years of experience in the Wine Industry., • Proficiency with Microsoft Office especially Excel, Word, PowerPoint and Outlook., • Certifications from the Wine and Spirits Education Trust, Society of Wine Educators, and/or Court of Master Sommeliers, not required but preferred, • Experience with NetSuite, not required but preferred, • Bachelor’s degree, not required but preferred Zachys is an Equal Opportunity Employer.

Job DescriptionCompany Description At DataCatalyst, we enable enterprises to transcend data disorder and gain clarity—fostering smarter, faster decision-making. Our veteran team of data management, governance, and monetization specialists brings, on average, 15 years of experience to each engagement, and we're proud of our 100% project success rate. We take a hands-on, pragmatic approach—eschewing large junior consultant rosters and sales layers in favor of lean, deeply skilled teams focused on generating real business value. Using our proprietary Accelerate methodology, we swiftly deploy high-quality data strategies, governance structures, and MDM implementations across industries like financial services, healthcare, manufacturing & distribution, retail, energy, and more. We embrace a fully remote, low-travel model, enabling sustainable work-life balance across time zones without compromising client delivery. With a flat organizational structure, open collaboration, and software engineering-inspired rigor—particularly strong documentation and technical discipline—we cultivate an environment where each individual makes a direct and visible impact. Job Description We are looking for an experienced, highly organized Business Operations Coordinator to keep the firm running well and to own the operating processes behind our executive team, our partner program and our business development data. This is not a traditional administrative assistant role. You will support the Managing Partner and other leaders, but you will also own areas of the business end to end. We want someone who notices what needs attention, closes the loop without being reminded, improves recurring processes and puts spare capacity to productive use. What you will own Executive scheduling and firm coordination Manage calendars for the Managing Partner and other members of leadership, anticipate conflicts and propose solutions. Arrange travel, expenses submission and in-person logistics for the Managing Partner and other leaders. Coordinate internal, client, prospect and software-partner meetings across multiple calendars, including client calendars when authorized. Schedule interviews for candidates advancing through our ATS and make the candidate experience responsive and professional. Set up Zoom and Teams meetings, prep sessions and materials. Book in-office days and meeting space through Regus or similar providers. Run regular check-ins with leadership, maintain action lists and follow up with owners so commitments do not disappear after a meeting. Partner program operations Maintain the operating record for each software partner agreement: deal registrations, referral submissions, commission and referral revenue tracking, certification requirements and renewal dates. Maintain relationship maps of partner sales and alliance contacts, including the accounts and territories each covers. Flag to leadership when representatives from different partners are working the same target account. Coordinate partner-facing logistics: portal access, co-marketing assets, joint meeting scheduling and follow-up. Salesforce and business development data Own Salesforce data quality: keep account and contact records current, find and fix stale or inconsistent data, and drive the right person to supply missing information. Enrich accounts and contacts from conversations, public sources and partner intelligence so that account history and context live in one place. Perform account and contact research and build target lists in support of the SDR and leadership. Set up and maintain outreach lists and sequences in Mailshake for the SDR and produce simple outreach activity reporting. Maintain the firm's purchased and subscribed data sources and recommend additions or corrections. Build productive working relationships with executive assistants at clients, prospects and partners. Onboarding, offboarding and systems Own administrative onboarding for new employees and associates: first-month schedule with the manager, introductions, accounts, licenses, access and basic firm information. Be the first point of contact for new people during their initial weeks. Administer licenses and user access across Google Workspace, Zoom, Lucid, Salesforce, our ATS, Mailshake and other SaaS tools; identify unused licenses; coordinate AWS and Amazon Business account administration with the responsible engineer. Maintain the firm's access and credential inventory in the approved password manager, enforce MFA on administrative accounts, and remove access within one business day of a departure or role change. Manage Zoom cloud recordings and verify storage and delete redundant copies. Maintain naming conventions, folder structures and short written procedures so records can be found by anyone. LinkedIn, website and external providers Publish LinkedIn posts from content supplied by leadership and marketing, and keep the company page consistent and professional. Make routine WordPress updates to the website and coordinate larger changes with outside resources. Coordinate external marketing, graphics, content and legal providers: hand off assignments clearly, track open work and route completed deliverables to the right person. Presentations, spreadsheets and meeting support Build and format client-ready PowerPoint presentations from content supplied by leadership and subject-matter experts. Build and maintain Excel trackers, lists and basic analyses using formulas, filters, lookups and pivot tables. Prepare agendas for key internal meetings; attend selected meetings, capture decisions and actions, and file them in the right system. Continuous improvement and learning Continuously evaluate recurring work and implement better ways to do it, including standardization, automation and appropriate use of GenAI tools within the firm's data-handling rules. Build working knowledge of the firm's data management and consulting business so that your context and judgment improve over time. When core administrative work is under control, move capacity to partner operations, CRM enrichment, research and process improvement without waiting to be asked. Qualifications What we are looking for Several years of experience in business operations, executive support, professional-services administration, sales operations or a similarly broad coordination role, with a track record of staying long enough in prior roles to take real ownership. Demonstrated experience managing complex calendars and follow-up for executives or senior professionals. Exceptional organization and attention to detail; high responsiveness; a strong instinct to close the loop. A proactive operating style: you identify additional work, risks and improvements rather than wait to be assigned every task. Sound judgment about when to act, when to recommend and when a question genuinely needs an answer first. High integrity and discretion with confidential company, client, employee, partner and system information. A courteous, professional communication style, written and spoken, that sets a constructive tone with colleagues, candidates, clients, partners and providers. Solid PowerPoint and Excel skills. Experience with Salesforce or another CRM and a real appreciation for data quality and disciplined capture. Experience with Google Workspace and comfort learning and administering SaaS tools. Effective in a fully remote environment across countries and time zones, collaborating over Zoom, Teams and email. Curiosity, an interest in learning the data and consulting space, and a desire to become highly capable with GenAI tools. Comfortable with occasional travel or in-person meetings when there is a business reason. Helpful but not required Experience in consulting, professional services, technology, data management, legal, accounting or another client-service environment. Experience with ATS, WordPress, Zoom administration, LinkedIn company-page administration, Mailshake or similar tools. Experience supporting a software partner or channel program, or coordinating external vendors. Experience with prospect and account research. DataCatalyst is an equal opportunity employer. Employment is contingent on a background check conducted in accordance with applicable law. Additional Information What Sets Us Apart At DataCatalyst, you’re not a cog in a machine—you’re a trusted partner. Our culture is defined by: Impact-driven work: Your insights and execution shape client strategy and operational clarity. Collaborative excellence: We value respectful disagreement, diverse perspectives, and direct communication built for speed and precision. Entrepreneurial, low-bureaucracy environment: We move fast, make decisions with limited information, and rely on resourcefulness and clarity. Accelerated growth: By working alongside veteran consultants on focused, high-impact projects, you'll sharpen expertise swiftly—taking ownership and growing as a revenue-driving member of the team. Quality of Life: With our fully remote, low-travel model, you can do challenging, high-impact work without sacrificing personal priorities. We believe great consulting doesn’t require endless flights or late nights—it requires focus, autonomy, and sustainable balance. Ready to Apply? If you’re detail-obsessed, client-centric, and excited by the idea of crafting data clarity from chaos, we’d love to talk. Come help us bring trusted, high-impact data solutions to enterprises across the globe—without sacrificing balance, autonomy, or growth.