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Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary The Tax Operations Manager leads the execution and optimization of tax operations, ensuring accurate, timely, and compliant tax reporting and withholding. This role oversees Forms 1099, 1042-S, and 8288 reporting, transaction‑based withholding, and tax obligations related to mergers and acquisitions (M&A). The role partners closely with the Payments, Relationship and Releases teams as well as external advisors to manage withholding, reporting, reconciliations, and audits while mitigating regulatory and financial risk. The Tax Operations Manager maintains oversight of tax controls, monitors regulatory changes, and supports complex transactional activity, including acquisitions and escrow‑based payments. In addition to day‑to‑day tax operations, this position drives process standardization, scalability, and efficiency through strong operational controls, technology enablement, and cross‑functional collaboration, contributing to the organization's overall compliance and transaction success. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $105k and $120k, depending on experience level. Primary Responsibilities • Lead and manage the Tax Operations team, providing coaching, performance management, and development to ensure high‑quality execution and strong employee engagement., • Oversee day‑to‑day tax operations, including withholding, reconciliation, and reporting for Forms 1042‑S, 8288 and 8288-A, and 1099, ensuring accuracy, timeliness, and regulatory compliance., • Manage tax responsibilities related to mergers, acquisitions, and transaction‑based payments, including Shareholder tax form validation, deal review support, and withholding determination., • Partner cross‑functionally with the Payments, Relationship and Releases teams as well as external advisors to ensure appropriate tax treatment and consistent execution of tax processes., • Establish, maintain, and enhance tax controls, workflows, and documentation to mitigate financial, operational, and regulatory risk., • Monitor changes in tax laws and regulations and guide the team in implementing required process or compliance updates., • Oversee tax reconciliations, filings, audit support, and responses to regulatory inquiries., • Drive operational efficiency and scalability through process improvement, standardization, and effective use of technology., • Prepare, send, and file Customer Tax Documents and other related documents such as 1099s, 1042-S forms, and 8288 forms within the appropriate timelines as stipulated by the IRS., • Serve as an escalation point for complex tax issues, providing guidance and decision‑making support., • Perform other duties as assigned in support of tax operations and organizational objectives Required Qualifications & Skills • Bachelor's degree in Accounting, Finance, Taxation, or related field, or equivalent experience., • 5+ years of progressive experience in tax operations, compliance, or related tax functions., • 3–5 years of people management or team leadership experience., • Strong knowledge of U.S. tax reporting and withholding requirements, including Forms 1042‑S, 8288‑A, and 1099, with deep familiarity across payroll and M&A‑related transactions., • Experience supporting tax requirements for mergers, acquisitions, and transaction‑based payments., • Proven ability to lead scalable operations through effective controls, procedure development, and risk mitigation., • Demonstrated success partnering cross‑functionally and across geographically distributed teams., • Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast‑paced, regulatory environment., • High attention to detail with a strong focus on accuracy, compliance, and customer risk management., • NetSuite experience preferred; knowledge of the M&A process a plus. Desired Characteristics • Self-motivated, • Intellectually curious, • Collaborative, • Critical Thinker, • Amiable, • Operates with the highest integrity and attention to detail, • Ability to prioritize and multitask across many projects Physical Requirements/Special Demands • Maintain flexible and, in some cases, non-traditional work hours when needed, • If Remote, travel may be necessary to the Denver office up to 3 times per year. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job Description Staff Product Manager, AI PlatformThe Opportunity: Define the Future of Agentic AI in the Enterprise Invoca is an AI-powered revenue execution platform that brings together marketing, commerce, and contact center teams to turn every customer interaction into measurable, profitable growth. Join our dynamic, fast-growing team, where innovation and collaboration are at the core of our culture. By revealing intent across voice, SMS, and digital channels, Invoca helps enterprises drive better customer experiences, increase revenue, and operate with confidence at scale. We are a fast-growing company defined by a strong product culture, deep technical ambition, and a commitment to building AI systems that are reliable, transparent, and outcome-driven. Join us to build the core intelligence layer for one of the most innovative enterprise platforms in the market.Build the Foundation for Agentic AI at Scale Invoca is building a shared AI Platform that powers every AI-driven product and every agentic experience we continue to deliver. This foundational platform is the execution layer behind Voice AI, SMS Agents, Signals, Scoring, and emerging copilots. This is a rare and critical opportunity to define how agentic AI actually runs in production inside an enterprise SaaS company. You will own the execution layer—from orchestration and context to governance, evaluation, and developer experience. Your work will determine not just what Invoca's AI can do, but how safely, consistently, and efficiently it does it at scale.The AI Platform Team The AI Platform team builds the shared systems that empower product teams across Invoca to ship AI-powered experiences with confidence. We operate at the intersection of infrastructure, applied AI, and product design, focusing on: • Agent execution and orchestration, • Context management and grounding, • Evaluation, observability, and quality control, • Governance, safety, and multi-tenant isolation, • Developer and product experiences that scale across teams Our success is measured by the leverage we create: how many teams can build on the platform, how safely they can innovate, and how quickly high-quality AI experiences reach customers.Your Role and Impact As a Staff Product Manager, AI Platform, you will own the product vision and roadmap for Invoca's agentic AI platform—the foundational layer that runs, governs, and evolves AI agents across channels and products. This role requires deep technical judgment and a strong systems mindset. You will focus on the architectural and experience boundaries of the platform, not just a single AI feature or agent. You will operate as a senior individual contributor reporting to the VP of Product, with broad influence across engineering, data, security, and product teams. Success requires strong systems thinking, platform judgment, and the ability to balance cutting-edge innovation with enterprise-grade trust.What You'll Be Doing (Key Responsibilities) • Drive Strategy: Own the end-to-end product strategy and roadmap for Invoca's AI Platform, aligning technical foundations with company-level AI principles around reliability, safety, and measurable outcomes., • Define Execution: Establish how AI agents execute in production, including orchestration patterns, tool invocation semantics, context handling, and behavior across asynchronous and real-time environments., • Architect Contracts: Establish clear, durable platform contracts—APIs, configuration schemas, versioned artifacts—that make agent behavior portable, governable, and scalable across products and channels., • Partner for Scale: Collaborate deeply with AI engineering and data teams to translate agentic patterns into reliable systems, making principled tradeoffs across reasoning quality, latency, cost, and operational complexity., • Enable Adoption: Drive standardization through paved roads, golden paths, SDKs, and shared components that reduce bespoke implementations and accelerate internal adoption., • Enforce Quality: Define and enforce platform-level quality, safety, and governance mechanisms, including evaluation workflows, promotion gates, observability, Role-Based Access Control (RBAC), and auditability., • Shape Experience: Shape the developer and product experience for building, testing, debugging, and operating AI agents, ensuring the platform is intuitive, debuggable, and trusted by internal teams., • Guide Evolution: Guide the evolution from an internal platform to a product-grade system, informing customer-facing configuration and studio experiences without compromising guardrails, privacy, or reliability., • Make Build/Buy Decisions: Evaluate build vs. buy decisions for foundational AI infrastructure and guide vendor integrations behind stable, well-defined platform contracts., • Measure Success: Define success metrics for the AI Platform and continuously measure impact through adoption, reuse, quality, performance, and cost efficiency., • Stay Current: Stay current on advancements in agentic AI, orchestration frameworks, and evaluation best practices, translating signal into pragmatic product decisions rather than chasing hype. What You'll Bring (Core Qualifications) • Experience: 8+ years of product management experience, with meaningful time spent building platforms, infrastructure, or developer-facing products used by other teams., • Technical Foundation: Background in engineering, computer science, or equivalent hands-on experience building and operating complex software systems., • System Knowledge: Strong systems-level understanding of AI-powered and distributed systems, including LLM-based agents, multi-step workflows, retrieval, and tool calling—sufficient to reason about execution models and failure modes without writing production code., • Contract Definition: Demonstrated experience defining and scaling platform contracts, including APIs, configuration models, versioning strategies, and lifecycle management., • Governance & Standards: Proven ability to introduce standards, governance, and quality controls in ways that accelerate product velocity rather than constrain it., • Quality Focus: Deep appreciation for evaluation, observability, and regression testing as first-class requirements for AI systems., • Enterprise Awareness: Experience operating in enterprise, multi-tenant environments where privacy, security, compliance, and auditability are core design constraints., • Developer Empathy: Strong instincts for developer experience, including the use of golden paths, tooling, and defaults to drive adoption and reduce fragmentation., • Tradeoff Mastery: Track record of making hard tradeoffs across latency, cost, quality, and reliability in complex, distributed systems., • Influence: Exceptional communication and influence skills, with the ability to align engineering, data science, product, and Go-To-Market (GTM) stakeholders around shared platform goals. Desirable, But Not Required • Experience with agentic AI frameworks (e.g., LangChain, LangGraph, ReAct-style systems) or standardized tool invocation models (e.g., MCP)., • Familiarity with real-time systems such as voice, streaming, or low-latency inference., • Background in enterprise SaaS or compliance-heavy domains. Location & Inclusion • Location: This role is remote and open to candidates located in the United States and Canada only. While visa sponsorship is not available, transfers will be considered., • Diversity, Equity & Inclusion: Invoca is committed to building an inclusive culture that values diverse perspectives and experiences. We are proud to be an equal opportunity employer and do not discriminate based on race, color, ancestry, religion, gender identity, sexual orientation, age, or disability. 📍 Location This is a remote-first role. We are currently hiring in the following locations: 📍 United States: Greater Los Angeles Area (including Santa Barbara and San Diego) · SF Bay Area · Denver Metro · Austin Metro · Chicago Metro · Greater NYC Area Canada: Toronto (AI/ML technical roles only) Candidates must be based within ~2 hour drive of these areas. Occasional business travel may be required. Salary, Benefits & Perks: At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations. • Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed., • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family., • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included., • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%., • Stock Options – All employees are invited to share in Invoca's success through stock options., • Mental Health Program– Well-being support on a broad range of issues is available through our SpringHealth program., • Paid Family Leave – Up to 12 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members., • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs., • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service., • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more., • Position Base Range - Salary Range $140,000-$208,000 / plus bonus potentialDEI Statement We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently searching for a Contract Review Attorney. The Contract Review Attorney is responsible for review and analysis of primary transaction documents in each of our M&A transactions to ensure complete and concise entry of post-closing obligations and deal terms into our proprietary database. The ideal candidate can quickly comprehend key provisions of complex agreements and work independently. This position will report to the Senior Director, Contract Administration. Location: This is a Remote position with some travel to the Denver, CO office required (Up to 25%). Compensation: The salary range for this position is between $105k and $120k, depending on experience level. Primary Responsibilities • Review transaction documents (usually a merger, asset, or stock purchase agreement, escrow and paying agent agreement, allocation spreadsheet, and supporting or ancillary agreements) for an understanding of post-closing rights and obligations of the parties (for example, rights to deferred compensation, earnouts, and releases of escrow and indemnification obligations)., • Complete second-level review of data entered by first-level reviewers to ensure a complete and accurate reflection of such rights and obligations in our proprietary database., • Confirm accurate recording of various standard deal points from each transaction, such as deal size, types of parties, type of transaction, purchase price adjustment process, types of indemnification obligations and related caps, and inclusion of certain covenants, representations, and warranties., • Answer deal-term and contract interpretation questions from internal parties and deal stakeholders., • Follow up as needed to obtain additional transaction documents to complete an accurate recording of deal points., • Assist the Compliance Team with various tasks as designated overflow., • Execution of special projects as needed or assigned. Required Qualifications & Skills • Graduated from an accredited law school., • Licensed attorney with a strong academic record., • 2-5 years of M&A experience with a major law firm or in-house corporate law department., • Working to advanced knowledge of Microsoft Office (Excel, Word) required., • Manage multiple tasks simultaneously under tight deadlines., • Takes ownership of issues and follows through to resolution., • Highly motivated self-starter with the ability to work collaboratively., • Extremely detail-oriented and meticulous., • Strong analytical and organizational skills., • Maintain a high level of confidentiality and integrity. Desired Characteristics • M&A, Securities, Corporate, or Transactional Experience., • Understanding of database management and/or statistics., • Excellent communication (verbal and written), facilitation, and interpersonal skills., • Ability to work independently to manage workload and in a remote location., • Efficiently and creatively solve problems when unexpected issues arise. Physical Requirements/Special Demands • Remote office setting, • Ability to work irregular hours, such as nights/weekends or after hours, may be required, • Work in fast paced environment, • Ability to travel to the corporate office in Denver, Colorado (at least twice per year), • Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse and keyboard, photocopy machine, scanner, and e-fax, • Work on the computer for the majority of regular workdays We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job Description$120,000 - $160,000 + VIP Bonus $120,000 - $160,000 + VIP Bonus Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. JOB DESCRIPTION We are seeking a Director, AI Marketing, to define and operationalize the go-to-market strategy, commercial narrative, messaging standards, and launch processes for Vertafore’s Velocity AI Platform and growing portfolio of Velocity AI agents. This director-level individual contributor will report to the Chief Marketing Officer, align day-to-day with the Velocity AI Platform team, and partner across AI, product management, product marketing, sales enablement, PR, web, creative, and cross-functional agent teams to bring AI innovation to market with a clear, differentiated, customer-ready story. The ideal candidate is a strategic product marketer and exceptional content creator who can translate complex AI capabilities into customer-value narratives that drive belief and action. They are highly collaborative, influential without direct authority, and able to create clarity in a fast-moving environment. Core Requirements & Responsibilities Essential job functions include, but are not limited to, the following: · NARRATIVE Lead the Velocity AI go-to-market and commercial narrative to build clarity around Vertafore’s AI innovation leadership and support the company’s broader Distribution Velocity viewpoint for the industry. · LAUNCH PROCESS Create scalable frameworks and standards for launching new Velocity AI agents and ensure successful execution through direct ownership and partnership with product marketers and cross-functional teams. · ROADMAP TRANSLATION & VALUE MESSAGING Partner with Product, Marketing, Finance, RevOps, Sales, and Enablement to translate roadmap priorities, packaging, pricing, and monetization strategy into customer outcomes, workflow impact, value proof points, and market-ready messaging. · PMM PARTNERSHIP Work with product marketing managers who own the products AI agents surface in to define enhanced product positioning, launch narratives, proof points, agent product naming, and supporting content. · MESSAGING FRAMEWORK Establish and maintain the authoritative Velocity AI messaging framework, including positioning, FAQs, proof points, launch claims, and guidance on what teams can and cannot say. Partner with Product Marketing, Sales Enablement, Product Management, and go-to-market teams to keep materials clear, effective, and aligned. · MARKET & USE CASE EXPERTISE Bring customer, competitive, and AI-in-insurance insights into strategy. Build deep expertise in AI use cases, workflows, value drivers, customer impact, and monetization considerations across Vertafore’s agency, MGA, and carrier business segments. · SALES ENABLEMENT Partner with Sales Enablement and product marketing to activate Velocity AI messaging through training, talk tracks, objection handling, and persona-based value messaging. · CONTENT STRATEGY Create and guide AI and insurance content, including thought leadership, launch narratives, adoption models, use case stories, scripts, customer education, and market-facing assets. · MARKETING INTEGRATION Ensure Velocity AI messaging reinforces Distribution Velocity across launches, campaigns, announcements, product pages, events, and customer communications in partnership with campaign, web, PR, creative, and brand teams. · PROOF POINTS & FEEDBACK Build the proof-point strategy for Velocity AI, including Early Adopter insights, ROI/value models, workflow impact metrics, adoption stories, customer proof, and feedback loops with Sales, Enablement, Solution Consulting, Customer Success, and the Velocity AI Customer Advisory Board. Knowledge, Skills and Abilities · MESSAGING Exceptional messaging, positioning, storytelling, and content development skills, including the ability to translate technical capabilities into clear workflow impact, customer value statements, and commercial narratives. · PRODUCT MARKETING Strong understanding of B2B SaaS or platform product marketing, launches, sales enablement, and buyer journeys. · AI INSURANCE FLUENCY Curiosity about AI and its application to insurance workflows across agency, MGA, carrier, and broader distribution value chains. · PROCESS DESIGN Experience building scalable launch frameworks, messaging systems, and cross-functional operating models. · INFLUENCE Executive communication, stakeholder alignment, collaboration, and influence in matrixed environments. · PROJECT MANAGEMENT Attention to detail and ability to drive multiple workstreams in a fast-moving environment. · AMBIGUITY Comfort creating structure where processes, narratives, or operating models are still being defined. · AI TOOLS Familiarity with AI tools and prompting techniques, including building or leveraging GPTs to improve go-to-market efficiency. Qualifications · EXPERIENCE LEVEL 10+ years of progressive experience in B2B SaaS marketing, product marketing, solutions marketing, or related go-to-market roles. · GTM EXPERIENCE Significant experience with messaging, positioning, launches, enablement, and customer-facing content for complex technology products. · EMERGING TECH Experience with AI, automation, data products, platforms, or other emerging technology categories preferred; strong product marketing judgment and commercial instincts are the primary requirement. · INDUSTRY EXPERIENCE Experience in insurance, InsurTech, financial services, or another regulated industry preferred; ability to learn complex domains quickly is essential. · SENIOR PARTNERSHIP Proven ability to work with senior executives, product leaders, technical teams, sales teams, and marketing partners. · EDUCATION Bachelor’s degree in marketing, business, communications, or a related field required; MBA or equivalent experience helpful. About Vertafore Velocity AI Vertafore Velocity AI is purpose-built for insurance, bringing artificial intelligence directly into the core systems agencies, MGAs, and carriers already use. The Velocity AI Platform serves as the innovation foundation behind Vertafore’s growing portfolio of AI agents, enabling secure, scalable AI development across the company’s core product families. Built to help the industry move from friction to flow, Velocity AI supports Vertafore’s broader focus on Distribution Velocity — helping agencies, MGAs, and carriers accelerate workflows, improve decisions, reduce manual work, and operate with greater speed, consistency, and clarity. Additional Requirements and Details: · Travel required up to 10% of the time. · Ability to work remote with a stable internet connection on an as needed basis · Located and working from an office location (when required) · Occasional lifting and/or moving up to 10 pounds. · Frequent repetitive hand and arm movements required to operate a computer. · Specific vision abilities required by this job include close vision (working on a computer, etc.). · Frequent sitting and/or standing. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job DescriptionAbout Invoca Invoca is an AI-powered revenue execution platform that brings together marketing, commerce, and contact center teams to turn every customer interaction into measurable, profitable growth. Join our dynamic, fast-growing team, where innovation and collaboration are at the core of our culture. About the Engineering Team You'll join a team where everyone, including you, is striving to constantly improve their knowledge of software development tools, practices, and processes. We are an incredibly supportive team. We swarm when problems arise and give excellent feedback to help each other grow. Working on our close-knit, multi-functional teams is a chance to share and grow your knowledge of different domains from databases to front ends to telephony and everything in between. We are passionate about many things: continuous improvement, working at a brisk but sustainable pace, writing resilient code, maintaining production reliability, paying down technical debt, hiring fantastic teammates; and we love to share these passions with each other. About the Role We are hiring a Staff AI Platform Engineer to help build the core platform that powers AI development at Invoca. This role is not focused on building isolated AI features or one-off model applications; this is a platform engineering role. You will design and build the reusable systems, abstractions, interfaces, and operating standards that enable product teams to develop, ship, and operate AI capabilities quickly and safely. You will work at the intersection of developer experience, backend systems, AI infrastructure, and platform architecture. Your job is to turn common AI development problems into durable platform capabilities: SDKs, APIs, gateways, orchestration primitives, evaluation frameworks, context-management tooling, and governance mechanisms that can be used broadly across teams. The right person for this role thinks in terms of platform as a product. You care not only about technical correctness, but also adoption, ergonomics, standardization, and long-term leverage. You know how to create opinionated golden paths that help teams move faster without sacrificing reliability, observability, or governance. What you'll have the opportunity to do: • Build the AI platform foundations: Design and maintain the core APIs, SDKs, libraries, and services that standardize how teams at Invoca build AI and agentic capabilities., • Create reusable agentic platform primitives: Build the platform components that product teams can assemble into real applications, such as orchestration building blocks, tool interfaces, workflow contracts, context-handling systems, and retrieval primitives., • Own platform-level evaluation infrastructure: Build the shared evaluation framework that enables teams to test AI systems consistently and at scale. This includes CI/CD integration, dataset and experiment workflows, scoring pipelines, and support for offline and online evaluation., • Standardize orchestration and interoperability: Help define the contracts, schemas, and interfaces that allow tools, runtimes, and services to work together cleanly. This includes platform patterns for MCP-style interoperability, tool discovery, and agent-to-agent or agent-to-system interactions., • Build for production scale and reliability: Design and improve the serving, routing, and control layers that sit between applications and model providers. You will help ensure low latency, high availability, cost efficiency, and strong production behavior.Drive observability and governance: Build and enforce the platform capabilities that make AI systems measurable, debuggable, and governable in production, including tracing, auditing, policy enforcement, and operational standards.Improve developer experience and platform adoption: Treat engineers and product teams as customers. Create tools, templates, documentation, and reference implementations that make the platform easy to adopt and hard to misuse., • Shape technical direction: As a staff engineer, you will influence architecture, standards, and long-term technical strategy for AI Platform. You will identify repeated patterns across teams and convert them into reusable platform solutions. As a Staff AI Platform Engineer, you will help define the technical foundation for AI development at Invoca. You will not be building isolated AI features; you will be creating the shared platform capabilities, standards, and operating model that enable many teams to build AI products quickly, safely, and consistently. You will: • Architect the AI platform foundations: Design and evolve the core libraries, SDKs, APIs, and shared services that standardize how teams build agentic and GenAI-powered products at Invoca., • Build reusable agentic and retrieval primitives: Create modular platform components for orchestration, retrieval, tool execution, workflow composition, adoption of latest protocols and standards, and A2A/MCP-compatible interoperability that product teams can use to build production-grade AI systems., • Own the evaluation platform: Build the shared evaluation infrastructure that enables teams to measure and improve AI quality through datasets, scoring pipelines, experiment workflows, and CI/CD-integrated offline and online evaluations., • Standardize context engineering: Develop the systems and tooling for prompt management, context versioning, templating, testing, and governance so teams can iterate safely and consistently on AI applications., • Engineer for scale, reliability, and governance: Build/Establish the serving, routing, and control layers between applications and model providers, ensuring strong production performance, cost efficiency, policy enforcement, and operational resilience., • Drive technical strategy and platform adoption: Partner with product and engineering leaders to turn recurring architectural needs into shared standards, reference implementations, and developer-friendly golden paths that accelerate delivery across the organization.Our Commitment to You At Invoca, AI Engineers are empowered by mentorship from leading experts across our data science, engineering, and architecture teams. Our dedicated AI platform team leverages a powerful combination of proprietary, and best-in-class vendor tools to create an scalable AI platform. Our goal is to seamlessly deliver transformative AI-powered experiences through our robust AI platform, and your expertise will contribute significantly in accelerating this mission. What You Bring to the Table: We're looking for a creative and driven AI Platform Engineer who is excited to tackle complex problems and build impactful solutions. You likely have: • Staff-level Platform Engineering Depth: 7+ years of professional experience in Platform engineering in AI/ML disciplines, with a strong focus on building shared infrastructure, platform products, developer tooling, or foundational backend systems used by a large number of users., • AI platform or agentic systems experience: You have worked on the infrastructure and framework layers behind AI systems such as agent orchestration, model-serving abstractions, evaluation systems, retrieval infrastructure, prompt/context tooling, MCP/A2A stack, platform APIs for AI development, etc., • Developer-facing product mindset: You care deeply about developer experience. You know how to design systems, interfaces, and abstractions that engineers actually want to use., • Strong distributed systems and backend engineering skills: You are highly effective in Python and/or TypeScript and are comfortable designing resilient services, APIs, asynchronous systems, and distributed workflows., • API and contract design ability: You have designed robust, typed, well-structured interfaces such as REST, gRPC, SDKs, or platform contracts that support long-term extensibility and adoption., • AI Systems Thinking Ability: You haven't just used frameworks like LangChain, LangGraph or LlamaIndex; you understand how they work under the hood and know when to abstract them away. You have built frameworks using them to solve various AI concerns for developers., • Experience with model infrastructure and operational concerns: You understand latency, throughput, reliability, token/cost management, model-provider integration, and the realities of running AI systems in production., • Experience with observability and evaluation: You have built or contributed to tracing, quality measurement, automated evaluation, or other systems that help teams understand and improve AI system performance., • Platform standardization instincts: You know how to take repeated engineering problems and turn them into reusable golden paths, shared components, and organizational standards., • Infrastructure as Code: Familiarity with Kubernetes, Docker, and Terraform., • Web Technologies: Intermediate to Expert level proficiency with TypeScript/JavaScript, React, and other web technologies., • Educational Foundation: Bachelor's Degree in Computer Science, Engineering, or a related field (or equivalent practical experience). An advanced degree (Master's or Ph.D.) is a strong plus. It would be a strong bonus if you have: • Experience with agent frameworks and orchestration runtimes such as LangGraph, LangChain, LiveKit or similar systems, • Experience with model gateways, inference infrastructure, or provider-routing layers, • Experience with retrieval systems, vector databases, and context-management infrastructure, • Familiarity with MCP-style interfaces, tool interoperability patterns, or workflow schemas, • Experience with multi-tenant platform design, governance, or enterprise-grade controls, • Experience creating reference implementations, templates, or internal developer platforms This role is a strong fit if you have built: • developer-facing AI platforms, • reusable orchestration or workflow systems, • evaluation and experimentation infrastructure, • platform APIs and SDKs for internal and/or external product/engineering teams, • model-serving, routing, or AI control-plane infrastructure, • shared AI tooling with strong operational rigor 📍 Location This is a remote-first role. We are currently hiring in the following locations: 📍 United States: Greater Los Angeles Area (including Santa Barbara and San Diego) · SF Bay Area · Denver Metro · Austin Metro · Chicago Metro · Greater NYC Area Canada: Toronto (AI/ML technical roles only) Candidates must be based within ~2 hour drive of these areas. Occasional business travel may be required. Please note that we are unable to provide initial visa sponsorship for this position. Salary, Benefits & Perks: At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations. • Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed., • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family., • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included., • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%., • Stock Options – All employees are invited to share in Invoca's success through stock options., • Mental Health Program– Well-being support on a broad range of issues is available through our SpringHealth program., • Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members., • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs., • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service., • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more., • Position Base Range - Salary Range $180,000 - $273,000 plus bonus + equity #LI-Remote

Job Description:\n\n$100,000 - $150,000 + VIP Bonus Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. The Principal Consultant is a senior-level consulting role responsible for delivering strategic and operational expertise to MGA (Managing General Agent) customers throughout the solution lifecycle. This role serves as a trusted advisor to clients, Professional Services leadership, Sales, and Product stakeholders by combining deep MGA industry knowledge with strong consulting, implementation, and solution design capabilities. The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales and scoping activities, and helps ensure successful customer outcomes. This role is expected to influence delivery best practices, mentor professional services teams, and contribute to the growth and scalability of the Professional Services organization. This role serves as a trusted advisor and thought leader and delivers high-impact customer outcomes. The role operates with significant autonomy. Client Consulting & Delivery Leadership · Lead complex MGA-focused consulting engagements from discovery through implementation and optimization. · Serve as a strategic advisor to customers on operational workflows, underwriting processes, distribution models, policy administration, bordereaux reporting, carrier relationships, and delegated authority operations. · Facilitate executive-level and operational stakeholder discussions to align business objectives with solution capabilities. · Translate business requirements into scalable solution recommendations and implementation strategies. · Identify risks, dependencies, and operational gaps and provide actionable mitigation strategies. · Drive adoption of best practices across MGA operational models and technology usage.Professional Services Leadership · Support Professional Services delivery teams with solution guidance, escalation management, and subject matter expertise. · Contribute to implementation methodologies, reusable assets, training materials, playbooks, and delivery standards. · Mentor consultants and project teams on MGA workflows, business processes, and customer engagement strategies. · Partner with Delivery Leadership to improve project estimation accuracy, delivery quality, and customer satisfaction. · Assist with complex issue resolution and executive communications during critical customer engagements.Pre-Sales & Solutioning Support · Partner with Sales, Solution Consultants, and Customer Success teams during the sales cycle. · Participate in discovery sessions, solution workshops, and executive presentations with prospective customers. · Provide industry expertise and consultative guidance to shape solution positioning and customer strategy. · Support Statement of Work (SOW) development, implementation scoping, staffing recommendations, and effort estimation. · Evaluate customer operational maturity, implementation readiness, and integration complexity. · Assist with RFP/RFI responses and solution architecture discussions.Industry Expertise & Strategic Contribution · Be a subject matter expert with MGA Systems, its methodology, and P&C business operations · Maintain deep expertise in MGA business operations, market trends, compliance considerations, and emerging technologies. · Act as a thought leader internally and externally on MGA transformation initiatives and best practices. · Collaborate with Product Management to provide customer and market feedback that influences roadmap priorities. · Support development of industry-specific accelerators, templates, and consulting offerings. Core Requirements and Responsibilities: · Be a subject matter expert with MGA Systems, its methodology, and P&C business operations · Be part of project teams implementing MGA Systems and delivering Professional Services · Manage multiple consulting engagements concurrently with large agencies · Conduct presentations and educational sessions · Deliver in-person consultative sessions with customers · Analyze business operations and methodology to develop best practices · Recommend solutions for customer pain points, gaps, needs, goals · Conduct user acceptance testing with customer · Perform operational assessment post-implementation to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities · Other duties as assigned Knowledge, Skills and Abilities: · Experience with the following: · Supporting enterprise software implementations within the P&C insurance industry · Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms · Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development · Mentoring consulting teams and leading cross-functional initiatives · Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management · Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles · Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems · Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements · Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels · Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams · Familiarity with Agile delivery methodologies and enterprise implementation frameworks · Knowledge of integrations, API-based architectures, and data migration strategies · Excellent written, verbal, and presentation communication skills · Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously · Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments · Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges Qualifications: · 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles · Bachelor’s degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience. · Industry certifications or insurance designations are a plus. · Experience with the following: · Supporting enterprise software implementations within the P&C insurance industry · Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms · Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development · Mentoring consulting teams and leading cross-functional initiatives · Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management · Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles · Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems · Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements · Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels · Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams · Familiarity with Agile delivery methodologies and enterprise implementation frameworks · Knowledge of integrations, API-based architectures, and data migration strategies · Excellent written, verbal, and presentation communication skills · Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously · Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments · Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges Qualifications: · 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles · Bachelor’s degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience. · Industry certifications or insurance designations are a plus. · Experience with the following: · Supporting enterprise software implementations within the P&C insurance industry · Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms · Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development · Mentoring consulting teams and leading cross-functional initiatives · Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management · Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles · Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems · Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements · Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels · Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams · Familiarity with Agile delivery methodologies and enterprise implementation frameworks · Knowledge of integrations, API-based architectures, and data migration strategies · Excellent written, verbal, and presentation communication skills · Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously · Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments · Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges Qualifications: · 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles · Bachelor’s degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience. · Industry certifications or insurance designations are a plus. Additional Requirements and Details: · Travel required up to 50% of the time · Ability to work remote with a stable internet connection on an as needed basis · Located and working from an office location (when required) · Occasional lifting and/or moving up to 10 pounds · Frequent repetitive hand and arm movements required to operate a computer · Specific vision abilities required by this job include close vision (working on a computer, etc.) · Frequent sitting and/or standing THE VERTAFORE STORY Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers. The Vertafore Way Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about. · Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces. · Win Together: We work together as one team, showing empathy and respect along the way. · Show Up Curious: We work to challenge one another to push boundaries and think beyond the box. · Say It, Do It: We honor every one of our commitments because integrity is important to us. · Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs. · We Love Insurance: We appreciate the impact insurance has on the world. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment. Throughout the year, this role is responsible for validating deal-level tax reporting data to support the accurate generation of year-end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential. Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client-specific fulfillment requests, tracking and executing on unique requirements as they arise. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $68k and $77k, depending on experience level. Primary Responsibilities • Receive, validate, and route individual tax documents appropriately, • Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made, • Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms, • Interpret data provided from multiple sources to identify and resolve discrepancies, • Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency, • Meet unique requirements based on individual fulfillment requests from clients and track items as needed, • Actively participate in planning of long- and short-term objectives as it relates to departmental functions, • Other duties as assigned Required Qualifications & Skills • 2-5 years of related business experience in operations or production services, preferably in the financial services industry, • Ability to work collaboratively and build relationships across the organization, • Ability to work in a fast-paced environment and handle multiple transactions at one time, • Excellent interpersonal, communication, and presentation skills, • Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors, • Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team, • Strong attention to detail, • Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint), • Bachelor's Degree preferred Physical Requirements/Special Demands • Standard Business hours with longer hours and possibly weekends in December, January & February of each year., • The office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected., • Seated most of the time using a computer, keyboard, and mouse, • Travel not required We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $65k and $72k, depending on experience level. Primary Responsibilities • Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record, • Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward., • Import and export files for use in the system of record (NetSuite), • Confirming that the data is imported accurately for reporting to shareholders, • Work with other teams to ensure the data received meets all requirements for import into the system of record, • Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations, • Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards, • Complete recurring daily and weekly responsibilities on a rotation basis, • Provide updates and information to clients and colleagues in writing and on calls Required Qualifications & Skills • A bachelor's degree in business or a related field, or an equivalent combination of education, training, and experience, • 2-3 years financial operations analyst, • Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus, • Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement, • Experience working within a cross-functional and cross-geographical environment, • High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines, • Knowledge of the M&A process a plus, • Proven ability to manage competing priorities with strong time management and organizational skills, • Ability to work outside of business hours on an as-needed basis Desired Characteristics • Self-motivated, • Intellectually curious, • Collaborative, • Amiable, • Operates with the highest integrity and attention to detail, • Passionate about efficient, scalable business processes, • Ability to prioritize and multitask across many projects Physical Requirements/Special Demands • Must be available to work standard business hours, and occasional nights/weekends., • If Remote, travel to the Denver office may be necessary up to three times per year. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Departure Travel is seeking a Lead Travel Agent / Travel Assistant Customer Service to support clients through their travel planning journeys.This remote position offers a flexible schedule and is ideal for motivated individuals who excel in customer service.Your responsibilities include guiding cli

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary The Loan Agency Relationship Management Associate Director works in SRSA's Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met. Location: This is either a hybrid position based in our Denver or Minneapolis office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $90k and $100k, depending on experience level. Primary Responsibilities • Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts., • Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents., • Research and resolve issues related to administration and client service in connection with assigned accounts., • Comprehend internal processes and procedures while maintaining internal controls., • Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience., • Use judgment, interpretation, and problem-solving to understand loan-related information., • Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person., • Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business., • Provide coverage and support to the team as a whole when needed., • Perform other related duties as assigned or requested. Required Qualifications & Skills • Bachelor's degree required. Graduate-level degree, such as a J.D. or MBA, preferred., • 6+ years' experience in finance, capital markets, or a law firm., • Prior experience reading, analyzing, and interpreting legal documents., • Deadline-driven and highly organized with exceptional attention to detail., • Proven problem-solving and analytical skills., • Strong interpersonal skills, good judgment and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach., • Proven ability to collaborate with management and team members to align goals and complete all tasks., • Demonstrate integrity in day to day administration of duties and all interactions with internal and external parties., • High level of proficiency with computers and learning new software. Desired Characteristics • Positive attitude, • Collaborative, • Operates with the highest integrity and attention to detail, • Self-motivated, • Ability to prioritize and multitask, • High attention to detail, accuracy, and thoroughness Physical Requirements/Special Demands • Must be available to work standard business hours, and occasional nights/weekends., • Travel may be necessary, up to 15% of year, and may not be scheduled in advance. We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job Description Our mission is to create the Experience of a Lifetime for our employees, so they can, in turn, create the Experience of a Lifetime for our guests. We own and operate the most renowned destination resorts in the world as well as regional and local ski areas outside major cities, and connect them all through one unrivaled network. We are looking for ambitious leaders, innovators and creators to join our talented team. If you’re ready to pursue your fullest potential, we want to get to know you! Candidates for year-round positions are reviewed on a rolling basis. Applications will be accepted up to 90 days after the posting date, or until the position is filled (whichever is first). Job Summary: The Global Wholesale Partner Support Agent is a customer service focused position that works as part of our call center team to assist our partners with modifications, cancellations or any questions regarding their existing reservation as well as supporting the Vail Resorts Partner Portal. This is a great entry level position for someone interested in starting a career and growing within our company. This is a remote position. Job Specifications: Starting Wage: $20.00/hr - $22.19/hr Employment Type: Year Round Shift Type: Full Time hours available Minimum Age: At least 18 years of age Housing Availability: No Job Responsibilities: • Provide guidance and troubleshooting for partners and tour operators using online booking portals (VRPP, Synxis), • Replying to partner and internal emails, • Book, modify and cancel tour operator and partner bookings ensuring accuracy via phone and Zendesk tickets, • Engage in first phase of problem resolution regarding partner/tour operator complaints, • Provide feedback for Sales Managers regarding partner/TO accounts, • Communicate effectively with various other departments within Vail and WB to resolve issues and process bookings/modifications, • Report any discrepancies found on the partner/internal booking systems, and any related websites etc. to ensure accuracy and consistency of information, • Private Lesson/Pass Rekeys throughout year, • Work as a team to complete various audits throughout year, • Participate in additional ad hoc projects as needed Job Requirements: • High School diploma or equivalent – required, • Previous hospitality experience – preferred, • English - required, • Must be customer-focused with excellent verbal and written communication skills – required, • Attention to detail with a high degree of accuracy - required, • Able to work a flexible schedule including weekends and holidays as needed – required, • Microsoft Office - required, • Familiarity with Vail Resorts family of destinations - preferred, • Experience with hospitality software such as Revinate, AWS, Guest Connect, Inntopia, Synxis, iQWare, Oracle, MS products, Extranets – preferred but not required, • A positive and professional attitude is essential for this position, • Enthusiasm for the travel industry is a plus, • Able to work on a computer and phones performing repetitive tasks for long periods of time throughout the day – required, • Willingness to focus on personal development and adapting to ever changing situations is a key to being successful on this team The expected Total Compensation for this role is $20.00/hr - $22.19/hr. Individual compensation decisions are based on a variety of factors. Job Benefits • Ski/Mountain Perks! Free passes for employees, employee discounted lift tickets for friends and family AND free ski lessons, • MORE employee discounts on lodging, food, gear, and mountain shuttles, • 401(k) Retirement Plan, • Employee Assistance Program, • Excellent training and professional development Full Time roles are eligible for the above, plus: • Health Insurance; Medical Insurance, Dental Insurance, and Vision Insurance plans (for eligible seasonal employees after working 500 hours), • Free ski passes for dependents, • Critical Illness and Accident plans Employees can work remotely from British Columbia, Washington D.C., and the 16 U.S. states* in which we currently operate. This includes: California, Colorado, Indiana, Michigan, Minnesota, Missouri, New Hampshire, New York, Nevada, Ohio, Pennsylvania, Utah, Vermont, Washington State, Wisconsin, and Wyoming. Please note that the ability to work in person or off-site, and the particulars related to such work, are subject to change at any time; and, accordingly, the Company reserves the right to change its policies and/or require in-person/in-office work or off-site work at any time in its sole discretion. In completing this application, and when submitting related documentation, applicants may redact information that identifies their age, date of birth, and/or dates of attendance at or graduation from an educational institution. We follow all federal, state, and local laws including restrictions on child/minor labor. Minors hired into this position will not be asked or permitted to engage in any activities restricted to adult workers. Vail Resorts is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other status protected by applicable law. Requisition ID 515093 Reference Date: 06/02/2026 Job Code Function: Reservations

Job Description Our mission is to create the Experience of a Lifetime for our employees, so they can, in turn, create the Experience of a Lifetime for our guests. We own and operate the most renowned destination resorts in the world as well as regional and local ski areas outside major cities, and connect them all through one unrivaled network. We are looking for ambitious leaders, innovators and creators to join our talented team. If you’re ready to pursue your fullest potential, we want to get to know you! Hiring for our seasonal positions occurs on a rolling basis. Applications will be accepted until December 15th or until the positions are filled (whichever is first). Job Summary: The Global Wholesale Partner Support Agent is a customer service focused position that works as part of our call center team to assist our partners with modifications, cancellations or any questions regarding their existing reservation as well as supporting the Vail Resorts Partner Portal. This is a great entry level position for someone interested in starting a career and growing within our company. This is a remote position. Job Specifications: • Starting Wage: $20.00/hr - $22.19/hr, • Employment Type: Winter Seasonal 2026/2027, • Shift Type: Full Time hours available, • Minimum Age: At least 18 years of age, • Housing Availability: No Job Responsibilities: • Primary role: Private Lesson/Pass Rekeys throughout season Additional duties will be secondary to rekeys and may include:, • Provide guidance and troubleshooting for partners and tour operators using online booking portals (VRPP), • Replying to partner and internal emails, • Book, modify and cancel tour operator and partner bookings ensuring accuracy via phone and Zendesk tickets, • Engage in first phase of problem resolution regarding partner/tour operator complaints, • Provide feedback for Sales Managers regarding partner/TO accounts, • Communicate effectively with various other departments within Vail and WB to resolve issues and process bookings/modifications, • Report any discrepancies found on the partner/internal booking systems, and any related websites etc. to ensure accuracy and consistency of information, • Work as a team to complete various audits throughout year, • Participate in additional ad hoc projects as needed Job Requirements: • High School diploma or equivalent – required, • Previous hospitality experience – preferred, • English - required, • Must be customer-focused with excellent verbal and written communication skills – required, • Attention to detail with a high degree of accuracy - required, • Able to work a flexible schedule including weekends and holidays as needed – required, • Microsoft Office - required, • Familiarity with Vail Resorts family of destinations - preferred, • Experience with hospitality software such as Revinate, AWS, Guest Connect, Inntopia, MS products, - preferred but not required, • A positive and professional attitude is essential for this position, • Enthusiasm for the travel industry is a plus, • Able to work on a computer and phones performing repetitive tasks for long periods of time throughout the day – required, • Willingness to focus on personal development and adapting to ever changing situations is a key to being successful on this team The expected Total Compensation for this role is $20.00/hr - $22.19/hr. Individual compensation decisions are based on a variety of factors. Job Benefits • Ski/Mountain Perks! Free passes for employees, employee discounted lift tickets for friends and family AND free ski lessons, • MORE employee discounts on lodging, food, gear, and mountain shuttles, • 401(k) Retirement Plan, • Employee Assistance Program, • Excellent training and professional development Full Time roles are eligible for the above, plus: • Health Insurance; Medical Insurance, Dental Insurance, and Vision Insurance plans (for eligible seasonal employees after working 500 hours), • Free ski passes for dependents, • Critical Illness and Accident plans Employees can work remotely from British Columbia, Washington D.C., and the 16 U.S. states* in which we currently operate. This includes: California, Colorado, Indiana, Michigan, Minnesota, Missouri, New Hampshire, New York, Nevada, Ohio, Pennsylvania, Utah, Vermont, Washington State, Wisconsin, and Wyoming. Please note that the ability to work in person or off-site, and the particulars related to such work, are subject to change at any time; and, accordingly, the Company reserves the right to change its policies and/or require in-person/in-office work or off-site work at any time in its sole discretion. In completing this application, and when submitting related documentation, applicants may redact information that identifies their age, date of birth, and/or dates of attendance at or graduation from an educational institution. We follow all federal, state, and local laws including restrictions on child/minor labor. Minors hired into this position will not be asked or permitted to engage in any activities restricted to adult workers. Vail Resorts is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other status protected by applicable law. Requisition ID 515110 Reference Date: 06/05/2026 Job Code Function: Reservations

Job Description About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you're protected from the start, • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary We are looking for a Relationship Associate - Taxes, Mergers & Acquisitions in our Shareholder Advisory group who can help facilitate a variety of post-closing Merger and Acquisition (M&A) tax obligations and issues. As a Relationship Associate - Taxes, Mergers & Acquisitions you will be a direct liaison between key buyer and seller stakeholders regarding tax matters and obligations under merger and purchase agreements. You will be primarily responsible for facilitating corporate income tax return reviews by tax professionals and the remittance of corporate pre-closing tax refunds due to selling holders on a deal-by-deal basis. Background in M&A is preferred but not required. This position reports to the Senior Director of Tax Advisory. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $65k and $75k, depending on experience level. Primary Responsibilities • Work with various buyer and seller parties to facilitate the review of corporate pre-closing income tax returns and purchase price allocations by tax professionals, • Facilitate the remittance of corporate pre-closing tax refunds due to selling holders, • Liaison directly with buyer and seller parties, as well as outside legal counsel and tax advisors, • Client communication with securityholder advisory committees regarding merger and purchase agreement obligations and related decisions, • Track the status of 500+ simultaneous M&A transactions with respect to tax obligations, • Coordinate with teammates to approve releases of escrow funds, • Research the deal background and keep track of important milestones, • Manage dates, cases, important notes, and upload documents for each deal, • Create invoices and track monthly Tax Advisory revenue using internal systems, • Monitor the Tax Advisory team's "Tax Review" email inbox and respond in a timely manner to varying requests, • Other duties as assigned Required Qualifications & Skills • Graduate of an accredited four-year college or university or equivalent combination of education, training, and experience, • 2-5 years of related work experience, preferably in the financial services or M&A industry, • Extremely meticulous, precise, and detail-oriented, • Excellent interpersonal skills, including oral and written communication, conflict resolution, emotional intelligence, and adaptability, • Ability to quickly shift between tasks and manage multiple cases, dates, and deals concurrently, • Technologically literate and proficient with email and online information platform/willingness to learn, • Ability to work in front of a computer screen for extended periods of time, • Excellent research skills, including the ability to critically analyze complex details and communicate effectively about them, • Team player who takes ownership of issues and follows through to resolution, • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate, • Reading Comprehension — Understanding written sentences and paragraphs in work- related documents, including reading and analyzing legal terminology related to tax matters, • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems, • Speaking — Talking to others to convey information effectively, • Writing — Communicating effectively in writing as appropriate for the needs of the audience Desired Characteristics • Mergers & Acquisitions (M&A), Litigation, and/or Tax experience, • Self-motivated, • Intellectually curious, • Collaborative, • Amiable, • Operates with highest integrity and attention to detail, • Passionate about efficient, scalable business processes Physical Requirements / Special Demands • Must be available to work standard business hours, and occasional nights / weekends, • Travel may be necessary, up to 5% of year, and may not be scheduled in advance We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Guest Service / Remote] - Anywhere in U.Competitive Pay / Comprehensive Medical-Dental-Vision on Day 1 / 401(k) matching / Generous PTO / Travel Benefits-Discounts / Self-Improvement / Parental Leave - As a Front Desk Agent, you will: provide exceptional customer service by answering calls, respondi

Job Description Travel: 75% required *Can live anywhere in the Mountain Time Zone, Pacific Time Zone, or Central Time Zone *Must live within a commutable distance to a major airport Salary Range: $170,000-200,000 + Bonus and Equity Eligibility About Us ADESA, a Carvana owned company, currently operating over 50 locations throughout the US. Our auto auctions, some up to 200 acres, provide a wide array of vehicle services including repair & reconditioning, auction remarketing, and many of our sites serve as market hub distribution centers. Our inventory comprises hundreds of thousands of vehicles across North America from retail to commercial, OEM & more. We work in a service industry and embrace a "we" versus "I" culture – help others, and they will help you. Our industry is fun, fast-paced, and competitive – and filled with the best people who are passionate about what they do. We're excited about the future! As an industry leader, ADESA is poised for a multi-year expansion including huge investments in facilities, massive sales growth, and an ever-increasing inventory of vehicles! We are looking for great people who want to take this journey with us! Role and Team As a Regional Auction Associate Director, you will lead a high performing team of General Managers across your assigned auction sites. Our Regional AD's display an elevated level of understanding of operational, sales, and financial processes of our auction business and provide senior level leadership to their regions in delivering results on key business initiatives. This leader is expected to be a functional expert with the proven ability to foster meaningful and collaborative relationships cross-functionally across various levels of leadership and customer groups. The role involves up to 60% travel to provide ongoing site support. This role reports to the Regional Director and will be responsible for approximately 10 locations with General Managers reporting into them. Responsibilities • Provide local auction leadership senior level direction to support business goals and initiatives, auction processes, customer and team member engagement., • Build and leverage strong relationships throughout the organization and with key customers to deliver results., • Strategically work through and with various teams to identify project prioritization and drive key business initiatives across the region., • Participate in the development and implementation of strategic plans, goals, and objectives for the regional operations, ensuring alignment with broader organizational goals and objectives., • Advise senior leaders on strategic goals by gathering and analyzing pertinent business, financial, and operational information from the region., • Utilize data to quickly identify areas of opportunity and recommend solutions to improve business activities and performance within the region., • Ensure efficient and economical performance of the regional operations and individual locations in accordance with strategic plans, goals, and objectives., • Partner with project management and operations teams to ensure change management initiatives are effectively executed across the region and its locations., • Provide mentoring and accountability to a team of General Managers (Senior Leaders). Successfully execute efficient succession planning through appropriate coaching, leadership development, and performance management for the General Managers., • Act as a key point-of-contact and change agent for other business groups throughout the organization regarding the regional operations., • Partner cross-functionally to clearly conceptualize and build new processes, systems, programs/platforms to be effective in the regional operation., • Ensure Auction team members and General Managers adhere to established safety policies and procedures, promoting a safe working environment. Skills and Attributes • Demonstrated expertise in ADESA General Manager Core Competencies: Process Execution, Business Acumen, Change Management, Team Development, Communication, Reasoning., • Excellent communication skills, including written, verbal, and interpersonal, with the ability to interact effectively and courteously with others., • Strong organizational skills, demonstrating an organized, systematic, and forward-thinking approach to work., • Proficiency in Google Suite and related business and communication tools., • Effectively manage remote teams, including delegation., • Talent Development and Leadership skills, including Change Management skills., • Accounting and Financial skills., • Highly detail-oriented and consistent in the execution of job duties., • Self-motivated, with a drive to deliver the best customer experience possible., • Demonstrated ability to follow through with both internal partners and external customers., • Excels in a fast-paced, high-pressure environment where speed and quality are paramount. Qualifications • Bachelor's degree required., • Must live in the Pacific or Mountain Time Zone or be open to relocating to an area within one of these time zones., • Ability to travel up to 60% of the time, as indicated for the Associate Director role supporting sites., • Minimum of 8 years of experience leading complex business transformation initiatives, developing people, and solving complex operational problems in a high-volume environment, potentially drawing on experience in areas like lean manufacturing., • Knowledge and understanding of key operations principles (e.g., Lean Manufacturing, Six Sigma, etc.) is beneficial., • Strategic data analysis., • Proven ability to quickly identify areas of opportunity and independently recommend viable solutions, change management, and leadership., • Strong leadership skills - lead through encouragement and coaching, navigates conflict through positive conflict resolution., • A strong understanding and an excellent track record of leading operations, specifically Auction Operations., • A proven track record of leading and growing exempt-level leaders while seamlessly implementing key changes and growth or efficiency initiatives., • Proven ability to resolve complex issues without guidance from others and to guide others through complex issue resolution and lead change., • Highly proficient with computer systems and applications., • Ability to read, write, speak and understand English., • Ability to work in a fast-paced, ever-changing production environment., • Proven ability to provide valuable and actionable feedback., • Ability to work variable schedule(s) as necessary., • Must be qualified to operate a motor vehicle and possess a valid driver's license. ADESA Benefits and Perks Competitive Pay | Quality Benefits | Holiday and Paid Time Off | Education and Equipment Reimbursement Programs | Matching 401(k) | Career Path Opportunities | And More! Other Requirements To be able to do your job at ADESA, there are some basic requirements we want to share with you. Of course, we'll make any reasonable accommodations for those with disabilities to perform the essential functions of their jobs. • The physical activity requirements of the position range from Light to Medium Physical Work., • Constant – standing, watching, touching, listening, walking, talking, • Frequent - grasping, pushing, pulling, kneeling, stooping, crouching, lifting driving, • Potential – running, jumping, yelling or other rapid or forceful movement in emergency situations, • Visual acuity requirements include color, depth perception and field of vision comparable to definitions for Clerical, Administrative, Machine Operators (including inspection) positions. Physical Working Conditions: This position is subject to both inside and outside environmental working conditions, including temperature changes, outside weather conditions, slightly elevated ambient noise levels, and minor atmospheric conditions affecting skin or respiratory systems, such as fumes, odors and dusts associated with internal and external service station/convenience food and petroleum dispensing operations. To be able to do your job at ADESA, you must be able to read, write, speak, and understand English. Of course, we'll make any reasonable accommodations for those with disabilities to perform the essential functions of their jobs. Legal Stuff Hiring is contingent on passing a complete background check. This role is not eligible for visa sponsorship. ADESA is an equal employment opportunity employer. All applicants receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, mental or physical disability, protected veteran status, or genetic information, or any other basis protected by applicable law. ADESA also prohibits harassment of applicants or employees based on any of these protected categories. Please note this job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.