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Champion customer insights - Serve as the voice of the customer internally. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of co

We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. Join us to invest in yourself, your career, and the financial world. The right candidate will have technical accounting experience across

As the Finance and Business Operations Lead, you will be working on high impact projects and partnerships that drive value for the business. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven

Job Description Position Purpose Want to have a positive impact on the world? At Imagine Learning, we change the lives of K-12 students and open doors of opportunity by serving students with the industry’s best language, literacy and math SaaS software. You’ll have the confidence of knowing that you work for the category king – nobody teaches and differentiates K-12 language, literacy and math better than we do. We’re a cashflow-positive, stable ed-tech industry leader and growing fast. The Territory Sales Manager is responsible for generating significant revenue with the goal of increasing and accelerating US sales through strategic, relationship-based selling, a hunter mentality, and educating K-12 leaders on the value of Imagine Learning’s solutions for their students. Essential Functions and Basic Duties • Effectively executing a sales plan to initiate first-time sales to new customers, expanding sales with existing customers, and producing high renewal rates for current customers., • Tracking and managing all contact and opportunity information in company’s CRM program., • Managing prospect and customer relationships to maximize customer exuberance and revenue., • Developing key contacts and working with these contacts to successfully move them through each state of the sales process; and achieving and exceeding sales revenue targets., • Purpose - do something more than just make money -- here, we impact the lives of millions of kids through education., • Company security and growth - We're privately owned by Weld North and Silver Lake Partners - a private equity group specializing in scaling companies, which has $39 billion in combined assets under management and committed capital. Their current investment portfolio includes large, high-profile companies like Alibaba Group, Tesla, Ancestry, SoFi, Dell Technologies, GoDaddy, SolarWinds, Symantec, and us!, • Earnings - Salary + uncapped commissions with aggressive accelerators., • Benefits - World-class health, retirement savings, and wellness benefits for you and dependents., • Recovery time - Paid vacations and a yearly schedule built around educators.

Job DescriptionThe Company Glassbox's mission is to reveal the insights that empower organizations to deliver exceptional digital customer experiences. Glassbox is a leading force in shaping digital experiences. It helps organizations uncover digital issues, boost conversion rates, enhance accessibility, prevent fraud, and more. Leveraging AI-driven customer intelligence, Glassbox enables enterprises to deliver secure, proactive, and preventative digital experiences. Its solutions are trusted by highly regulated organizations, including SoFi, Cal, and many others. We are growing and have been recognized by G2 as one of 2024's Top 50 Software Companies in the world. What you Will Do? • New Business Acquisition: Identify, qualify, and close new enterprise-level opportunities within the Financial Services sector across banking, insurance, wealth management, and other related sub-segments., • Strategic Account Planning: Develop and execute comprehensive account plans to penetrate target organizations, identify key decision-makers, and build strong relationships., • Value-Based Selling: Articulate the unique value proposition of Glassbox and tailor solutions to address the specific business challenges and strategic objectives of FS companies (e.g., fraud detection, regulatory compliance, customer journey optimization, digital transformation)., • Executive Engagement: Cultivate relationships with C-level executives (CDO, CIO, CMO, CTO, Head of Digital, Head of Customer Experience) and other senior stakeholders, demonstrating a deep understanding of their business drivers., • Complex Deal Management: Navigate lengthy and complex sales cycles, effectively managing multiple stakeholders, legal, and procurement processes., • Cross-Functional Collaboration: Partner closely with Sales Engineering, Professional Services, Customer Success, and Marketing teams to deliver compelling demonstrations, proofs of concept, and ultimately successful customer engagements., • Market Expertise: Stay abreast of industry trends, competitive landscape, and regulatory changes within the Financial Services sector to position Glassbox effectively., • Forecasting & Reporting: Accurately forecast sales pipeline and revenue, and maintain up-to-date records in CRM (Salesforce)., • Achieve & Exceed Quota: Consistently meet and exceed assigned sales quotas and KPIs. What you Will Need? • 7+ years of successful enterprise software sales experience, with a demonstrable track record of exceeding quota in a new business hunting role., • Strong preference for experience selling into the Financial Services sector (banking, insurance, wealth management) is essential. You understand the unique challenges, regulatory environment, and digital transformation initiatives within FS., • Experience selling Digital Experience, CX, Analytics, Fraud, or related B2B SaaS solutions highly desirable., • Proven ability to articulate complex technical concepts into clear business value for executive audiences., • Exceptional communication, presentation, negotiation, and interpersonal skills., • Demonstrated ability to build and maintain strong relationships with C-level executives., • Strategic thinking and strong business acumen., • Highly organized, self-motivated, and able to work independently and as part of a team., • Proficiency in CRM software (e.g., Salesforce). What We Can Offer: • A competitive salary, bonus, and equity package, • Comprehensive health insurance including medical, dental, and vision for you and your family, • Competitive time off, • Work from home stipend, • Learning and development stipend, • Competitive 401k matching, • Flexible work environment where you manage your work day, • A remote-first environment, with occasional travel to collaborate with customers, your team, and teammates from across the company in person Glassbox is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. We encourage candidates from all backgrounds to apply, even if you don't feel like you're a perfect fit. If you're passionate about contributing to our mission, we'd love to hear from you!

Job DescriptionSalary: $150,000 - $170,000 USD The Company InvestXwas launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that, for many decades, were exclusive to a limited investing population. With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered firms to offer accredited investors private equity investment opportunities in companies including Open AI, Anthropic, SpaceX, Airbnb,SoFi, Spotify,DocuSign,and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our fifth fund. InvestXis backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications. About the Role The Director, Institutional Content & Product Marketing is a strategic, high-impact role responsible for shaping how InvestX tells the story of its products, its performance, its founders, and its value to the institutional wealth ecosystem. This role sits at the intersection of investment insight, product strategy, and sales enablement owning the full suite of materials and narratives that empower our BD/IR team to win institutional trust and accelerate capital formation. You will translate complex investment information into clear, credible, and compliant content that resonates with RIAs, independent broker-dealers, family offices, and institutional allocators. This role is perfect for someone who loves going deep on product, thrives in a high-accountability environment, and can build a world-class content engine from the ground up. Why This Role Matters InvestXs growth depends on our ability to educate the market, build trust, and deliver institutional-grade materials at scale. Wealth managers and family offices require: • Repeatable, clean, and compliant materials, • Thorough DDQs, IC memos, and articulated product differentiation, • Clear and consistent messaging across sectors, SPVs, and funds, • Thoughtful narratives that make our sectors, founders, and opportunities come alive This leader ensures we meetand exceedthose expectations with sophistication, rigor, and speed. Core Responsibilities Product & Content • Own all fund and SPV content, including pitch decks, one-pagers, case studies, FAQ sheets, andGP/founder track record materials., • Write investment theses, sector briefs, and macro/market outlooks tailored to the wealth channelaudience., • Develop performance-update templates, quarterly investor letters, and recurring content formats., • Build and maintain a robust DDQ/RFP infrastructure that streamlines responses and improves quality. Sales Enablement • Equip the BD/IR team with high-impact, standardized materials that support every stage of the sales cycle., • Build an internal content library for fast customization across deals, sectors, and client types., • Create channel-specific materials for RIAs, IBDs, and Family Offices that clearly articulate risk differentiation, and product fit. Brand & Messaging • Refine product positioning to ensure clear communication of what makes our fund/SPVs unique., • Maintain message consistency across all client-facing channels, presentations, and materials., • Partner with Marketing and Compliance to ensure all content is brand-aligned, accurate, and compliant. Qualifications • 712 years in financial services marketing (Institutional asset management, Wealth-focused productmarketing)., • Venture capital or private equity experience would be considered an asset., • Product storytelling for complex investment solutions., • Exceptional writing and communication skillsable to convert complex data into compelling, concisenarratives., • Deep understanding of private markets, wealth channels, and institutional diligence requirements., • Comfort operating in fast-paced, high-growth environments with competing priorities., • Ability to balance creativity with precision, compliance, and operational rigor., • Strong cross-functional collaboration skills across BD/IR, Product, Compliance, Marketing, andInvestments., • Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed., • A Criminal Record Check and Credit Check is required for this position. Salary & Benefits • Actual salaries may vary based on factors, such as skill, experience, location, and qualifications forthe role., • 2026 range is $150,000 - $170,000 USD plus incentive plan and equity., • Comprehensive Health & Benefit plan. InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visibleminorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities isavailable upon request in connection with the recruitment process. If you have any questions about this job posting, please .

Job Description The Company: Glassbox's mission is to reveal the insights that empower organizations to deliver exceptional digital customer experiences. Glassbox is a leading force in shaping digital experiences. It helps organizations uncover digital issues, boost conversion rates, enhance accessibility, prevent fraud, and more. Leveraging AI-driven customer intelligence, Glassbox enables enterprises to deliver secure, proactive, and preventative digital experiences. Its solutions are trusted by highly regulated organizations, including SoFi, Cal, and many others. We are growing and have been recognized by G2 as one of 2024's Top 50 Software Companies in the world What You Will Do? As VP of Product, you will play a pivotal role in defining our product vision, driving innovation, and ensuring our solutions meet the evolving needs of the financial services and enterprise sectors. This is a strategic leadership role, reporting directly into the CEO and serving as the highest individual in Product. This position demands deep expertise in SaaS products, exceptional cross-functional collaboration, and a strong focus on delivering customer value. Product Vision & Strategy • Define and own the company's product vision and strategy, ensuring alignment with business goals and market trends., • Lead the development of a comprehensive product roadmap to drive customer engagement and business growth., • Conduct market analysis to identify trends, customer pain points, and competitive opportunities, • Define and execute the product's AI strategy aligned with business goals and customer needs., • Build and mentor a high-performing global product management team, fostering a culture of innovation and excellence., • Set clear goals, expectations, and accountability for the product team to drive impact and results., • Act as a thought leader and coach, inspiring the team to excel in a dynamic and fast-paced environment., • Oversee the end-to-end product lifecycle, from ideation through delivery and continuous iteration., • Collaborate closely with R&D, design, and data teams to deliver high-quality, scalable, and innovative solutions., • Serve as the voice of the customer, ensuring our products address user needs and drive satisfaction., • Partner with sales, marketing, and customer success teams to define and execute GTM strategies., • Monitor and measure product performance using KPIs such as adoption rates, customer satisfaction, and revenue growth., • Continuously refine product processes, tools, and methodologies to enhance efficiency and scalability., • Stay informed on industry trends and emerging technologies to maintain a competitive edge. What You Will Need? Experience • 10+ years in product management, with at least 5 years in a leadership role within SaaS or enterprise software companies., • Proven success in scaling product organizations and launching innovative solutions., • Experience building and scaling B2B SaaS products., • Familiarity with AI/ML concepts and experience applying AI-driven capabilities to products (e.g., automation, predictive insights, personalization, or generative features). What We Can Offer: • A competitive salary, bonus, and equity package, • Comprehensive health insurance including medical, dental, and vision for you and your family, • Competitive time off, • Work from home stipend, • Learning and development stipend, • Competitive 401k matching, • Flexible work environment where you manage your work day, • A remote-first environment, with occasional travel to collaborate with customers, your team, and teammates from across the company in person Glassbox is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. We encourage candidates from all backgrounds to apply, even if you don't feel like you're a perfect fit. If you're passionate about contributing to our mission, we'd love to hear from you!

Job Description The Company: Glassbox's mission is to reveal the insights that empower organizations to deliver exceptional digital customer experiences. Glassbox is a leading force in shaping digital experiences. It helps organizations uncover digital issues, boost conversion rates, enhance accessibility, prevent fraud, and more. Leveraging AI-driven customer intelligence, Glassbox enables enterprises to deliver secure, proactive, and preventative digital experiences. Its solutions are trusted by highly regulated organizations, including SoFi, Cal, and many others. We are growing and have been recognized by G2 as one of 2024's Top 50 Software Companies in the world What You Will Do • Strategic Relationship Management: Cultivate and maintain strong, long-lasting relationships with key stakeholders across all levels of your assigned enterprise accounts, including C-suite executives, departmental heads, and technical teams., • Value-Driven Expansion: Proactively identify and develop a robust expansion pipeline by understanding the client's broader business objectives and pain points. You'll champion the value of Glassbox solutions, uncovering "cross-sell" opportunities for new use cases and departments within the customer's ecosystem., • Commercial Acumen: Drive the entire sales cycle for expansion opportunities, from qualification and discovery to negotiation and closing, ensuring alignment with client needs and Glassbox's strategic goals., • Industry Expertise: Act as a subject matter expert on the unique regulatory, competitive, and operational landscapes within the financial services industry, effectively positioning Glassbox solutions to address these specific challenges., • Customer Success Advocacy: Collaborate closely with our Customer Success, Support, Product, and Solutions Engineering teams to ensure seamless onboarding, adoption, and ongoing success for your clients, maximizing their ROI and fostering long-term loyalty., • Forecasting & Reporting: Accurately forecast revenue and pipeline within your territory, providing regular updates on account health and strategic initiatives., • Market Intelligence: Stay abreast of industry trends, competitor activities, and emerging technologies within the FSI space to inform your account strategies and contribute to Glassbox's product roadmap. What You Will Need? • 8+ years of experience in a Senior Account Management or Enterprise Sales role, with a proven track record of success managing and growing large, complex enterprise accounts preferably within the Financial Services Industry., • Demonstrable experience in "land and expand" strategies, with a strong emphasis on identifying and closing significant cross-sell opportunities within existing customer organizations., • Exceptional relationship-building skills with the ability to influence and engage stakeholders at all levels, from technical users to executive leadership., • Deep understanding of the digital landscape, including customer journeys, regulatory compliance and key performance indicators., • Proven ability to articulate complex technical solutions into tangible business value for large and complex institutions., • Strategic thinker with strong business acumen and the ability to develop, maintain and execute comprehensive account plans., • Excellent communication, presentation, and negotiation skills., • Self-motivated, results-oriented, and able to work independently in a fast-paced, dynamic environment., • Bachelor's degree in Business, Marketing, or a related field (or equivalent practical experience). Bonus Points If You Have: • Experience with Digital Experience (DX) analytics, Product Analytics, Fraud, or similar B2B SaaS solutions., • Familiarity with the specific challenges and opportunities related to digital transformation within financial services, insurance, travel/hospitality and telco companies. What We Can Offer: • A competitive salary, bonus, and equity package, • Comprehensive health insurance including medical, dental, and vision for you and your family, • Competitive time off, • Work from home stipend, • Learning and development stipend, • Competitive 401k matching, • Flexible work environment where you manage your work day, • A remote-first environment, with occasional travel to collaborate with customers, your team, and teammates from across the company in person Glassbox is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. We encourage candidates from all backgrounds to apply, even if you don't feel like you're a perfect fit. If you're passionate about contributing to our mission, we'd love to hear from you!

Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. WealthTech of the Year 2025 - Presented by US FinTech Awards. The World

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