About the Role:

We are looking for a Trainer II to design and deliver high impact training programs for our Customer Support and Risk teams.  This role is responsible for translating business priorities, product updates, and process changes into engaging, practical learning experiences that prepare agents to succeed.

This is a hands-on role focused on both building training programs and leading them in the classroom.  The ideal candidate is confident facilitating sessions, creating content, skilled at simplifying complex topics, and passionate about helping others grow.

What You’ll Do:

Design and Build Training Programs:

• Develop structured training programs for new hires, upskilling existing employees, and product/process changes.
• Translate complex information into clear, practical, and easy to understand content.
• Create facilitator guides, presentations, and interactive learning activities.
• Ensure training is relevant to real customer interactions and day to day workflows.

Deliver Engaging Training Experiences:

• Facilitate live, instructor led training sessions (virtual and/or in-person).
• Lead discussions, activities, and roleplays that drive participation and learning.
• Adapt delivery style based on audience needs and engagement levels.
• Create an environment where learners feel confident, supported and motivated.

Maintain and Improve Training Content:

• Update materials as products, tools, and processes evolve.
• Refine training based on feedback and observed learning gaps.
• Ensure consistency in messaging and quality across programs.

Support Learner Success:

• Answer questions and provide guidance during and after training sessions.
• Reinforce key skills and concepts to support on the job application.
• Help bridge the gap between training and real world performance.

What We’re Looking For:

• 2+ years of facilitation and content creation and or a combination of operations and training experience.
• Experience in training, facilitation, enablement or learning & development.
• Strong presentation and facilitation skills with the ability to engage a group.
• Ability to break down complex topics into simple, actionable concepts.
• Experience creating training materials (slides, guides, activities, etc).
• Strong organizational skills and ability to manage multiple programs.
• Comfortable working cross-functionality and gathering input from different teams.
• A practical, learner focused mindset (always thinking about how content is applied).

What Sets You Apart:

• Experience in Customer Support, fintech, banking, or a fast paced operations environment.
• Confidence leading interactive sessions, including roleplays and discussions.
• Ability to balance structure with adaptability in a live training environment.
• Passion for developing others and creating meaningful learning experiences.

About the Role:

As an Account Executive, you’ll work with small and medium-sized business owners to help grow their businesses with financing options made with SMBs in mind. You will own the full sales cycle, from onboarding to closing, for warm leads interested in Bluevine’s line of credit product. This individual should be willing to hustle, open to learning, passionate about selling, and comfortable in a fast-paced environment. There is great growth potential as our sales organization continues to grow!

What You'll Do:

• Make at least 35-50 calls & send ~40 emails per day to warm leads and approvals 
• Manage a pipeline of up to 100 prospects in various stages of the sales cycle, including underwriting review, and closing
• Consistently hit monthly volume, booking rate and cross-sell targets
• Serve as a trusted advisor to SMB owners, ensuring that they are connected with the correct BlueVine product
• Utilize sales engagement tools, lead management software, and CRMs to optimize pipeline management

What We Look For:

• 1+ years of telephone sales experience, ideally in a Fintech and/or selling to SMBs
• Proven ability to meet and exceed sales quota, goal oriented
• Excellent written and verbal communication is key
• Uncompromising hustle and integrity
• Spanish speaking is a plus

The compensation range for this role will depend on the level at which a candidate is ultimately brought onto the team. Final offer amounts are determined by factors such as skills, experience, and market alignment.

Account Executive (Level 1): Base Salary of $42,360 - $50,820, with New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) of $70,600 - $84,700.

Account Executive II (Level 2): Base Salary of $54,000 – $60,000, with New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) of $90,000 – $100,000.

About the Role:

We are seeking a detail-oriented Contract Technical Writer to spearhead a critical documentation overhaul for our Account Risk and Transaction Risk teams. This role is not just about recording processes; it is about building a foundation for the future of our operations. You will be responsible for auditing existing procedures, bridging documentation gaps, and—most importantly—structuring our Standard Operating Procedures (SOPs) for ingestion by LLMs and other AI tools.

What You Will Do:

• SOP Modernization: Audit and update legacy SOPs for the Account Risk and Transaction Risk teams to ensure they reflect current platform tools, compliance standards, and operational workflows.
• Documentation Gap Analysis: Partner with leaders across risk to identify areas where processes are undocumented or rely on "tribal knowledge," and shadow SMEs to draft new, comprehensive SOPs from scratch.
• AI Optimization & Structuring: Re-engineer documentation into high-quality, structured formats (such as Markdown) optimized for RAG (Retrieval-Augmented Generation) and LLM ingestion.
• Information Architecture: Apply consistent metadata, hierarchical tagging, and clear taxonomies to ensure that an AI can accurately parse, index, and retrieve risk-related information.
• Cross-Functional Collaboration: Partner with Risk Leads, Product Managers, and Engineering teams to ensure that documentation evolves in lockstep with product updates and fraud-prevention strategies
• Quality Control: Maintain a high bar for clarity, brevity, and actionable instructions, ensuring all content is accessible for both human analysts and automated systems.

What We Look For:

• Experience: 3+ years of experience in technical writing, preferably within FinTech, Risk Operations, Trust & Safety, or highly regulated environments.
• Risk Knowledge: A fundamental understanding of risk monitoring, fraud detection, or transaction dispute processes.
• AI Fluency: Familiarity with how LLMs process information and a proven ability to structure content for "Chat-with-your-docs" internal tools.
• Technical Proficiency: Strong skills in Markdown, Confluence, Git, or similar documentation-as-code tools.
• SME Engagement: A natural ability to interview technical experts and translate complex, high-stakes processes into simple, foolproof instructions.
• Detail Obsession: You are someone who catches the smallest inconsistency and understands that in Risk, the details are everything.

This is a temporary contract position with an expected duration of three months, with the potential for extension if needed.

New Hire Hourly Pay Rate: $60/hr. - $65/hr.

At Bluevine, we recognize the importance of fair and competitive compensation. Exact compensation may vary based on a variety of factors, including your experience, skills, and qualifications, as well as market trends.

About the Role:

As a Sr.Transaction Risk Operations Analyst at Bluevine, you will be scaling our transaction monitoring operations and ensuring that our company is prepared to successfully navigate the unexpected. 

What You'll Do:

• Investigate, review, and analyze system generated transaction monitoring alerts across all transaction types (wire, ACH, check, etc)
• Identify fraud trends by analyzing data and system generated alerts for any anomalies, outliers, etc
• Manage and document cases of suspicious activities, ensuring all relevant details and findings are accurately recorded and maintained
• Ensure compliance with all relevant laws, regulations, and internal policies. Stay updated on changes in regulations (i.e. NACHA rules) and industry best practices
• Limit Risk exposure by assisting with transaction monitoring controls ideas and strategies
• Participate in risk assessments and contribute to the development of risk mitigation strategies
• Identify suspicious activity and work with appropriate teams to investigate and thwart the activity
• Investigate and reply to external fraud requests and inquiries received from financial partners
• Maintain SLAs and deadlines to meet team and company goals
• Cross-functional collaboration with Product, Account Risk, and Customer Service to ensure the customer experience is being optimized while also mitigating risk

What We Look For:

• Bachelor’s degree in Business, Finance, Economics, or related fields
• 2+ year of experience analyzing fraud trends in a financial institution or fintech is preferred
• Previous transaction monitoring experience around credit, debit, checks, online, wire, and/or ACH is preferred
• Detail-oriented and puts a high value on accuracy
• Ability to effectively gather and analyze information in the course of investigations and reviews
• A team player who is able to work on a variety of projects simultaneously
• Proficiently uses Excel to create spreadsheets, models, and reports
• Able to clearly and effectively communicate verbally and in writing
• Motivated to work on a cross-functional team in an entrepreneurial environment
• Applicants must be currently authorized to work in the United States on a full-time basis

New Hire Base Salary Range: $52,900 - $63,500.  

Account Executive, Checking and Payments — Bluevine

At Bluevine, we’re building the financial operating system for small and mid-sized businesses. From business banking to lending and payments, we help companies manage cash flow, access capital, and scale with confidence.

We’re expanding into a more upmarket segment ($1M–$10M revenue businesses) and hiring an Account Executive to help build this motion from the ground up. This is a highly autonomous, experimental role focused on outbound prospecting, founder engagement, and shaping how Bluevine sells into more complex businesses.

This is not a traditional AE role. You’ll operate like a mini–GM: identifying target segments, testing messaging, leveraging AI tools for prospecting, and helping define the playbook as we go upmarket.

What You’ll Do:

• Own the full sales cycle from cold outreach to close for net-new accounts.
• Prospect into $1M–$10M SMBs using a mix of creative outbound, AI tools, and data-driven targeting.
• Engage directly with founders, operators, finance leaders, and business owners to understand their banking and cash flow needs.
• Develop and run A/B tests on messaging, targeting, and outreach strategies.
• Position Bluevine’s banking and financial products as a core part of a company’s financial stack.
• Build and manage your own pipeline, with a focus on quality and velocity.
• Collaborate with marketing, product, and growth teams to refine ICP and messaging.
• Capture learnings and help define the playbook for this new segment.
• Consistently hit and exceed revenue targets while navigating ambiguity.

Who You Are:

• 5+ years of experience in sales, business development, or a similar closing role.
• Experience selling to founders, startups, or SMB operators (fintech strongly preferred).
• Comfortable operating independently.
• Proven ability to generate pipeline through outbound efforts.
• Experience using AI tools (e.g., for prospecting, research, personalization) and a curiosity to push this further.
• Analytical mindset with experience testing and iterating on messaging or targeting.
• Strong communicator who can simplify financial concepts.
• Highly motivated, resilient, and excited by building something new within an established company.

New Hire Base Salary Range: $78,240 - $95,820

New Hire On-Target Earnings (i.e. Base Salary plus Commissions if achieved) Range: $130,400 - $159,700

Primary Job Responsibilities:

• Lead and scale the second-line independent testing and oversight function.
• Develop and execute a risk-based annual BSA/AML testing plan aligned to
  regulatory expectations and internal risk assessments.
• Oversee governance framework including policy development, change
  management, approvals, and regulatory updates.
• Provide subject matter expertise and advisory support on BSA priorities, including
  Enhanced Due Diligence (EDD), high-risk industry requirements, and emerging
  regulatory expectations.
• Manage issue identification, remediation tracking, validation, and reporting to
  senior management and risk committees.
• Oversee and manage India-based testing resources to ensure consistent
  methodology, quality control, and defensible documentation standards.
• Support external audits, sponsor bank reviews, due diligence requests, and
  regulatory examinations.
• Develop and maintain metrics, dashboards, and KPIs to monitor effectiveness of
  the BSA/AML control environment.
• Partner cross-functionally with Product, Risk, Operations, Compliance, and Legal
  to provide governance oversight and ensure regulatory alignment.
• Coordinate with business teams to obtain data, documentation, and evidence
  necessary for testing and internal control reviews.
• Identify control gaps, recommend enhancements, and support scalable
  compliance program improvements as Bluevine grows.

Skills and Experience:

• Minimum 7+ years of experience in BSA/AML compliance, governance, risk
  oversight, or independent testing within a banking or fintech environment.
• Demonstrated experience building or managing independent testing or quality
  assurance programs.
• Experience supporting regulatory exams, external audits, and sponsor bank
  oversight.
• Prior managerial experience, including oversight of distributed or offshore teams
  preferred.Strong understanding of compliance governance frameworks, issue management,
  and policy lifecycle management.
• Excellent analytical, organizational, and problem-solving skills with the ability to
  assess complex regulatory requirements.
• Proven ability to operate independently and thrive in a fast-paced, high-growth
  environment.
• Strong written and verbal communication skills, including experience preparing
  materials for senior leadership or board-level reporting.

New Hire Base Salary Range: $163,500 - $200,300

This role is also eligible to earn annual performance-based incentive compensation in the form of a cash bonus.

About the role

This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.

Join us as an integral part of the Accounting team at Bluevine! We are building an elite team of smart and driven individuals to deliver timely and accurate reports to management and be responsible for growth monitoring at Bluevine. You will be instrumental in Bluevine’s financial and business aspirations and will help the company realize its potential.

We are seeking an experienced Assistant Controller to lead core corporate accounting execution across month-end close, financial reporting, corporate accounting  (including disbursements run primarily in India), intercompany/allocations, and corporate tax oversight. This is a hands-on leader who can strengthen processes and controls, elevate insights, and communicate clearly to senior leadership.

What you will do:

Monthly close leadership: 

• Own month-end close management (FloQast): calendar, task governance, dependencies, evidence standards, and escalations. Ensure 100% completion of key tasks.
• Drive close consistency and quality (cutoffs, accrual timelines, review standards, documentation), with a focus on mitigating risk and increasing adding value.

Financial reporting and internal controls:

• Lead monthly reporting file preparation and review: tie-outs, roll forwards, variance commentary, and management-ready reporting support.
• Maintain strong workpaper standards and support external audit requests (walkthroughs, PBC schedules, control support).
• Present performance and key drivers to senior finance leadership, including accrual impacts and notable variances.
• Partner with FP&A on month-end actuals validation, trend reviews, and variance explanations to support forecasting and decision-making.

Corporate Accounting: 

• Manage Bluevine US Corporate Accounting Team to ensure understanding, development and training are provided.
• Oversee disbursements business process (AP, payments, employee reimbursements) consisting of one AP resource and one AP manager (located in India).
• Responsible for corporate accounting balance sheet reconciliations and reviews including Cash, Fixed Assets, Intangible Assets, Deposits, Other Receivables.
• Review Bluevine's strategic partnership expenses and facilitate payments. 
• Serve as an escalation point for exceptions (urgent/out-of-cycle payments, disputed invoices, override requests, control deviations) and the liaison between senior financial leadership and corporate operations.

Accounts receivable accounting (NetSuite):

• Oversee AR accounting in NetSuite for Bluevine Marketplace and Bluevine Lender Network referral revenue streams.
• Own AR integrity: subledger-to-GL tie-outs, aging hygiene, unapplied cash review, and timely resolution of reconciling items.
• Partner with internal stakeholders to resolve billing/cash application exceptions and improve upstream processes.

Intercompany and allocations:

• Manage  transaction recording, reconciliation, settlement coordination, and support for eliminations and consolidated reporting.
• Manage corporate allocations: maintain methodologies, ensure reasonableness, document changes, and coordinate with FP&A and business owners.

Corporate tax oversight and planning:

• Partner with the Controller on corporate tax planning, including forward-looking impacts of business changes and intercompany considerations.

Team leadership and improvement:

• Lead by operating as an owner and setting standards of excellence.
• Cultivate our global accounting team culture by building relationships and encouraging professional development.
• Identify control gaps and process inefficiencies; implement scalable improvements and automation.

What we look for:

• Bachelor’s degree in Accounting.
• CPA required. 
• 8+ years progressive accounting experience with demonstrated ownership of close and corporate accounting.
• Advanced Excel; ERP experience (NetSuite preferred).
• Technological proficiency and ability to adjust to new technologies (AI tooling etc).
• Expertise in accounting (accruals, prepaids, fixed assets) and experience overseeing AP/disbursements operations.
• Experience in close leadership and financial reporting (across time-zones is a plus).
• ERP NetSuite experience, including AR and disciplined reconciliation practices.
• Ability to articulate accounting conclusions, risks, and recommendations to senior leadership.

New Hire Base Salary Range: $162,800 - $199,300
This role is also eligible to earn annual performance-based incentive compensation in the form of a cash bonus.

WHAT YOU’LL DO:

Month-end close support: 

• Assist with DDA-related close work, including preparing support schedules, tie-outs, and flux explanations as assigned.
• Prepare and maintain balance sheet reconciliations and supporting schedules related to deposit accounts and other assigned areas.
• Prepare corporate allocation schedules 
• Identify, investigate, and resolve reconciling items; escalate timely when issues indicate upstream process gaps.

Administrative accounting support: 

• Scan and route inbound mail to appropriate stakeholders; maintain a controlled intake process to ensure timely handling of notices, checks, and time-sensitive documents.
• Tax and external correspondence.
• Assist with ad-hoc accounting requests and operational projects (process improvements, documentation, control support).
• Controls, accuracy, and process improvement.
• Ensure adherence to internal controls, documentation standards, and deadlines; proactively identify risks, inefficiencies, or recurring issues and propose improvements.
• Support audits and internal requests by providing clear workpapers and explanations.

WHAT WE LOOK FOR: 

• Bachelor’s degree in Accounting.
• 1+ years of relevant accounting experience, including exposure to month-end close and reconciliations.
• Strong Excel skills (pivots, lookups; comfortable working with large datasets).
• Experience using an ERP/accounting system (NetSuite preferred).
• Strong organizational skills, attention to detail, and ability to manage multiple priorities and deadlines.
• High judgment and ownership mindset; able to independently drive items to closure.
• Clear, professional communicator (written and verbal), including with external counterparties.
• Comfortable operating in a dynamic environment with shifting priorities.

New Hire Base Salary Range: $66,200 - $79,500
This role is also eligible to earn annual performance-based incentive compensation in the form of a cash bonus.

About the Role:

Bluevine is seeking a Vice President of Fraud Risk Management to lead enterprise fraud strategy, analytics, and operations across our banking and lending products. This executive will own fraud risk performance, scalable risk infrastructure, and operational risk frameworks while enabling responsible growth and exceptional customer experience.

As a member of Bluevine’s Executive Team and a critical leader within the Banking organization, this role partners closely with the General Manager and cross-functional leaders to define business strategy, risk appetite, and long-term platform investments.

What You'll Do:

Strategic Risk Leadership

• Define and execute Bluevine’s enterprise fraud strategy aligned with company growth objectives.
• Strengthen governance, control design, and risk reporting infrastructure. Set and manage risk appetite frameworks across account onboarding, payments, and new product launches.
• Partner with senior leadership to balance growth, customer experience, and fraud loss performance.
• Own fraud loss, cost-to-serve, and automation targets as part of the Banking P&L.
• Serve as a thought leader in advancing enterprise risk management maturity.

Scalable Risk Platform & Innovation

• Scale a best-in-class fraud risk management platform across account and transaction lifecycle.
• Drive innovation in identity verification, transaction monitoring, real-time decisioning, and fraud analytics.
• Develop proprietary risk capabilities and defensible IP to strengthen Bluevine’s competitive advantage.
• Ensure high system performance, scalability, and automation in a high-velocity digital banking environment.

Cross-Functional & External Partnership

• Partner with Product, Engineering, Data Science, Compliance, Legal, and Finance to integrate risk strategy into product design and execution.
• Build and maintain strong relationships with bank partners and external stakeholders.
• Provide executive-level reporting on fraud trends, risk exposure, and mitigation strategies.

Team Leadership

• Lead and scale a global, multi-functional organization spanning fraud strategy, analytics and operations across the US, Israel, and India.
• Foster a data-driven culture with strong execution discipline and continuous improvement.
• Develop high-performing leaders and build succession pipelines across risk functions.

What We Look For:

• 15+ years of progressive leadership experience in fraud risk management within payments and deposit-based financial services.
• Proven experience owning fraud loss performance and operational cost metrics.
• Deep expertise in payments fraud (ACH, wires, cards), account takeover prevention, and transaction monitoring systems.
• Hands-on fluency in risk analytics, fraud modeling, and real-time decision systems.
• Experience building and scaling high-velocity online risk platforms in fintech or digital banking environments.
• Strong understanding of regulatory expectations in banking, including risk governance and operational controls.
• Demonstrated success leading global, cross-functional teams.
• Bachelor’s degree required; advanced degree preferred.

ABOUT THE ROLE:

Bluevine grows its Lending business through a combination of direct acquisition and strategic partnerships. In this role, you will own and scale Bluevine’s partnerships channel for Lending, standing up new strategic partnerships, expanding existing relationships, and driving partner-originated revenue to its full potential.

You will lead relationships with strategic partners, with a clear mandate to maximize high-quality applications and funded originations. You will own channel performance, from partner onboarding through ongoing optimization and revenue delivery, translating strategy into day-to-day execution.

You will serve as the primary point of contact for Bluevine’s largest and most strategic partners. In parallel, you will directly manage the commercial operations team supporting Bluevine’s sales teams, ensuring strong execution, clear accountability, and continuous improvement in sales performance.

This role carries full responsibility for outcomes. Success will be measured by sustained growth in partner-driven originations, efficient unit economics, and the ability to build durable, high-impact partnerships. Strong performance in this role naturally sets the foundation for expanded scope and long-term growth within Bluevine.

WHAT YOU'LL DO:

• Own and manage strategic lead-generation partnerships within Bluevine’s Lending Marketplace, delivering qualified applications for Bluevine’s lending products, with accountability for funded originations, credit quality, and unit economics.
• Identify, launch, and operationalize new strategic partners that can consistently deliver high-intent, well-qualified lending demand at scale.
• Own peer partnerships with other lenders, where Bluevine distributes third-party lending products to existing Bluevine customers, maximizing customer value, approval rates, and revenue contribution.
• Lead commercial structuring, negotiation, and renewal of partnership agreements across both partnership motions, optimizing for volume, economics, and long-term strategic fit.
• Shape how Bluevine’s lending and partner products are positioned by defining clear value propositions, enablement materials, and operating expectations.
• Own end-to-end performance management across all partnerships by tracking partner-level outcomes and portfolio health, and working cross-functionally with Product, Risk, Marketing, Sales, and Operations to improve conversion, funding rates, customer experience, and lifetime value.

WHAT WE LOOK FOR:

• 5+ years of experience, including relevant experience in partnerships, sales, consulting, investment banking, or similar.
  • Candidates with 3 years of consulting experience and 2 years of experience gained through highly structured internship programs (e.g., banking or consulting) will also be considered.
• Ability to build relationships with and influence strategic partners.
• Strong written and verbal communication skills, quantitative rigor, and sound business judgment.
• Strong analytical skills with hands-on experience using Salesforce, Excel and SQL to analyze performance, and familiarity with Tableau or similar BI tools to build, interpret, and communicate insights.
• Ability to work effectively with cross-functional partners, including Marketing, Revenue Enablement, Product, Risk, and Legal, to achieve shared goals.
• Experience leading commercial initiatives end-to-end, including hands-on execution and ownership of results, not just planning or analysis.
• Demonstrated drive and adaptability; energized by clear goals and working through obstacles to deliver results.

New Hire Base Salary Range: $122,900 - $150,500

This role is also eligible to earn annual performance-based incentive compensation in the form of a cash bonus. At Bluevine, we recognize the importance of fair and competitive compensation. Exact compensation may vary based on a variety of factors, including your experience, skills, and qualifications, as well as market trends.